Filing your Income Tax Return requires keeping the right documents ready. Use this checklist to avoid errors.
Basic Documents
PAN Card
Aadhaar Card
Bank Account
Statement of all Bank Accounts held anywhere in the world
Mobile Number and Email ID
Salaried Individuals
Form 16
Salary Slips
Income from House Property
Home Loan Interest Certificate
Principal Repayment Details
Rent Details (if applicable)
Property Tax Receipt
Capital Gains (Shares / Property)
Sale and Purchase Documents
Capital Gain Statement
Demat Account Statement
Property Sale Deed and Purchase Details
Details of Cryptocurrency (Virtual Digital Assets)
Income from Other Sources
Interest Certificate (FD / Savings)
Dividend Income Details
Other income details
Deductions (Old Regime)
LIC, ELSS, PPF Investments
Health Insurance Premium (80D)
Education Loan Interest (80E)
Donation Receipts (80G)
Business / Freelancers
Profit and Loss Statement
Balance Sheet
GST Returns (if applicable)
Bank Statements
Important Documents
Form 26AS
AIS
Previous Year ITR
Quick Checklist
Identity: PAN, Aadhaar
Income: Salary / Business / Capital Gains
Tax: Form 16, 26AS, AIS
Investments: 80C, 80D
Bank: Account Details
Pro Tip
Always match your income with Form 26AS and AIS before filing
Not sure if you have all documents?
MeraFinanceWala can help you file your ITR correctly
