What all documents required for filing ITR?

Taxpayers are required by the Income Tax Department to break down their gross salary income and income from other sources when completing their ITRs. This explains why prompt collection of income tax records is common among both taxpayers and tax specialists. Hence, you must know the latest documents required for income tax return. It includes your identification, income proofs, tax-saving investment proofs, etc.

What All Documents are Required to File ITR?

​Here are the latest documents required for filing ITR.

1. Personal Identification

2. PAN Card

3. Aadhaar Card:

4. Income Proofs

5. Form 16: Issued by employers, detailing salary and TDS deductions.

6. Form 16A/16B/16C: For TDS on income other than salary, such as interest or rent.

7. Salary Slips: Provide a breakdown of salary components.

8. Bank Statements & Interest Certificates: For interest earned on savings accounts, fixed deposits, etc.

9. Annual Information Statement (AIS) & Form 26AS: Summarize TDS, TCS, and other tax-related information.​

10. Tax-saving Investment Proofs: Documents for investments under sections like 80C (e.g., PPF, NSC), 80D (health insurance), etc.

11. Home Loan Statements: For interest and principal repayment details.

12. Education Loan Interest Certificates: For deductions under Section 80E.

13. Donation Receipts: For claims under Section 80G.​

Apart from this, you can check the other documents list from my previous answer. You must cross-verify the information in your documents with the pre-filled data in the ITR forms.

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How to fill ITR 2 form? 

When completing the ITRs, taxpayers are required by the Income Tax Department to break down their gross salary income and income from other sources. This explains why prompt collection of income tax documents is common among both taxpayers and tax specialists. Generally speaking, it is a good idea to have all the documents required for ITR filing close at hand. I have shared the detailed lists for you below.

Documents Required for Income Tax Return

Filing Income Tax Returns in India requires various documents to ensure accurate reporting of income and tax deductions.  Here’s a comprehensive list of income tax return documents needed.

1. Basic Documents
2. PAN Card
3. Aadhaar Card
4. Bank Account Details
5. Income-Related Documents
6. Form 16
7. Bank Statements
8. Investment Proofs
9. Tax Deduction Documents
10. Investment Proofs under Section 80C, 80D, etc.: Such as ELSS, PPF, NSC, health insurance premiums, and home loan interest certificates.
11. Donation Receipts: For deductions under Section 80G.
12. Other Income Details
13. Rental Income Proof
14. Capital Gains Information: If applicable, provide sale and purchase details of assets like property or stocks.
15. Tax Payment Proofs 
16. Challan Receipts: For any advance tax or self-assessment tax paid.
17. Additional Documents
18. Form 26AS
19. AIS/TIS Reports (Bottom of Form)

I hope you found this helpful. Get Assistance in Filing Tax from Experts Available at NoBroker. Read more How to File Income Tax Return Online For Salaried Employee

This may sound really silly but when I was filing ITR for the first time, I was very excited. I have a tendency to be excited about every new thing I do. I know most people get stressed out and think that it’s a burden to file ITR but I don’t feel that way. A reason could be that my father helps me understand it pretty well and it makes things a lot easier. Anyway, I will share with you the list of documents required for ITR filing here which was shared by my father. Please read on and give a shout out to my father :P

Documents required for Income Tax Return

• PAN Card

• Aadhaar Card

• Form 16

• Form-16A/ Form-16B/ Form- 16C

• Bank Account details

• Form 26AS

• Annual tax statement 

These are the common documents you will need to produce. Apart from that to avail tax deductions, you will need to provide supporting documents. The tax deductions can be availed under home loan category for principal and interest payment, capital gains, rental income, foreign income, dividend income, tuition fee payment, tax saving investments, mediclaim premium or health insurance premium, etc. 

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These are the documents required in such cases:

• Home Loan Statement

• FDs, ELSS, investment receipts

• Broker statements

• Property sale deeds

• Rental Income or payment receipts

• Demat account summary

• School fee receipt for tuition fees

• Contribution to PPF, Life Insurance Premium Receipts

• Investment in NPS

• Donation Receipts

• Details of Medical Insurance

• Education loan

If you are a business owner you will have to produce the following documents:

• Gross Turnover/ Receipts

• Gross Profit

• Sundry Debtors, Sundry Creditors, Stock in Trade and cash balance at the end of the year

I hope now you know what all documents required for ITR filing.

Read more:

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