Documents Required for ITR Filing in India

The Income Tax Department requires taxpayers to provide a detailed breakdown of their salary and other earnings while filing their ITR.

List of Documents for Filing ITR

PRATEEK MAURYA | May 10, 2024 |

Documents Required for ITR Filing in India

Documents Required for ITR Filing in India

The Income Tax Department requires taxpayers to provide a detailed breakdown of their salary and other earnings while filing their Income Tax Return (ITR)

Here is the List of Documents Required For ITR filing in India

PAN Card: This is the first and most important unique identification number given by the Income Tax Department and is mandatory for filing ITR.

Aadhaar Card: Aadhaar linking with PAN is mandatory for filing ITR

Form 16: If you are a Salary Person in that case you need Form 16 to put your exemption like HRA or LTA etc.

Form-16A/ Form-16B/ Form-16C: These forms reflect TDS deducted from other sources of income such as interest income, freelance income etc.

Form 26AS and AIS/TIS: it is an annual tax statement like a tax passbook that has details of all taxes you have deposited against your PAN

Home Loan: If you have home loan then you need interest certificates from the bank for 2 lakh interest deductions and 1.5 lakh principal deductions.

Tax Saving Instruments: If you have invested in any tax saving schemes like FDs, ELSS, mutual funds, etc You need to have relevant documents when you file your ITR.

Capital Gains Details: If you sold shares, securities, or property. It will result in capital gain or loss. In this case, you need documents like P&L statements, and property receipts for filing their ITR.

Rental Income: If your earning income comes from your rented house or property. It was reported while filing ITR.

Bank Account details: All active bank accounts are mandatory in the ITR.

Bank Statement/ Passbook: Bank statements for your entire bank accounts showing income and expenditure data while filing ITR.

StudyCafe Membership

Join StudyCafe Membership. For More details about Membership Click Join Membership Button
Join Membership

In case of any Doubt regarding Membership you can mail us at [email protected]

Join Studycafe's WhatsApp Group or Telegram Channel for Latest Updates on Government Job, Sarkari Naukri, Private Jobs, Income Tax, GST, Companies Act, Judgements and CA, CS, ICWA, and MUCH MORE!"