Documents Required For Income Tax Return Filing

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4 July 2024

To file your ITR in India, you'll need your PAN Card and Aadhaar Card


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Bank account details, TDS certificates, and tax payment challans are also required for ITR filing


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For salaried employees, collect your Form 16, monthly salary slips, and taxable allowances details


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Interest certificates, dividend warrants, and Form 26AS are needed if you have other income sources


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Keep rent agreements, interest certificates, and municipal tax receipts for income from house property


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Maintain purchase and sale deeds, transfer expenses, and reinvestment documents for capital gains reporting


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ELSS, EPF, and other tax-saving investment documents should be ready to claim under Section 80C


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Collect receipts for donations, education loan interest, and medical insurance premiums for relevant deductions


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Track Provident Fund contributions, children's tuition fees, and life insurance premiums for deductions


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Principal repayment records on home loans and mutual fund investments are essential for ITR deductions


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