Filing your income-tax return (ITR) requires organizing the right documents before you begin. Having these ready in advance makes the filing process smoother and helps avoid delays.
Here is a practical checklist of commonly required documents, organized by income source.
For Salaried Individuals: Form 16 issued by your employer, bank account statements for the full financial year, PAN card, Aadhaar card, investment proofs for deductions (80C, 80D, etc.), home loan interest certificate if applicable.
For Business / Self-Employed: Books of accounts or income-expenditure summary, bank statements, GST returns if registered, TDS certificates (Form 26AS / AIS), partnership deed or business registration documents where applicable.
For Capital Gains: Purchase and sale deeds for property, capital gains statements from your broker for equity and mutual funds, relevant transaction details.
General Documents: PAN card, Aadhaar, previous year ITR acknowledgment, Form 26AS / Annual Information Statement (AIS) from the Income Tax portal.
Note: The specific documents required depend on your income sources and applicable ITR form. Please consult a professional for your specific situation.