📄 Income Tax (ITR) Filing – Required Documents
👤 1. Personal Documents
- PAN Card (Permanent Account Number)
- Aadhaar Card
- Bank Account Details (Account Number, IFSC Code)
- Mobile Number & Email ID (for OTP verification)
💼 2. Income Proof Documents
🧾 Salary Income (if employed)
- Form 16 (issued by employer)
- Salary Slips
- Pension Certificate (if applicable)
🏢 Business / Profession Income
- Profit & Loss Statement
- Balance Sheet
- GST Returns (if applicable)
- Business Expenses Details
🏠 House Property Income
- Rental Income Details
- Municipal Tax Receipts
- Home Loan Interest Certificate
💰 Other Income
- Interest Certificate (Bank/Post Office)
- Dividend Income
- Capital Gains Statement (Shares, Mutual Funds, Property)
🏦 3. Investment & Deduction Proofs
(For saving tax under sections like 80C, 80D, etc.)
- LIC Premium Receipts
- PPF / EPF Contribution
- ELSS / Mutual Fund Investment
- Tuition Fees Receipt
- Health Insurance Premium (80D)
- Donation Receipts (80G)
- Home Loan Principal & Interest Certificate
🏛️ 4. Tax Payment Details
- Advance Tax Receipts
- Self-Assessment Tax Challan
- TDS Details (Form 26AS / AIS)
📊 5. Other Important Documents
- Previous Year ITR Copy
- Form 26AS (Tax Credit Statement)
- Annual Information Statement (AIS)
- TDS Certificates (Form 16A, 16B, 16C)
✅ Tip:
Keep all documents accurate and updated to avoid notices and ensure smooth ITR filing.
