Documents required for ITR filing
Quick answer: To file your ITR keep ready: PAN and Aadhaar (linked), Form 16 from your employer, Form 26AS and AIS from the portal, bank statements and interest certificates, investment/deduction proofs (80C, 80D…), and capital-gains statements if you sold shares, funds or property.
🪪 Identity & registration
- PAN (linked with Aadhaar)
- Aadhaar
- Bank account details for the refund (pre-validated)
💼 Income documents
- Form 16 (salaried) / Form 16A for TDS on other income
- Form 26AS and AIS from the income-tax portal
- Bank statements and FD/savings interest certificates
- Rent receipts if you claim HRA
- Capital-gains statements from your broker/fund house; sale deed for property
🧾 Deduction proofs (old regime)
- 80C: PPF / ELSS / LIC / tuition / home-loan principal
- 80D: health insurance premiums
- Home-loan interest certificate (Section 24)
- Donation receipts (80G)
Good to know
File on incometax.gov.in. Nothing is attached to the return — these documents feed the numbers and must be kept as proof. Check the portal for the current due date for your category.
Frequently asked questions
Do I attach documents to the ITR?
No — the return is filed on the numbers alone. The documents substantiate them and must be kept in case of any notice or scrutiny.
What are Form 26AS and AIS?
Statements on the income-tax portal showing tax deducted on your PAN and your reported financial transactions — reconcile your return against both before filing.
Which documents matter for capital gains?
Broker/fund-house capital-gains statements for shares and mutual funds, and the sale/purchase deeds plus improvement costs for property.
General information, not legal or tax advice — and ToolGalli is not affiliated with any government department or bank. Requirements change; verify on the official source.