ITR Filing Document Checklist
Every document you need before filing your income tax return, grouped by income type. Tick as you collect.
- For:
- Individuals, salaried professionals, and freelancers
- Items:
- 28
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Identity & basics
- PAN card
- Aadhaar, linked to PAN and an active mobile number
- Bank account number and IFSC for refunds
- Last year's filed return and acknowledgement
- Form 26AS downloaded from the income tax portal
- Annual Information Statement (AIS) downloaded and reviewed
Salary income
- Form 16 from every employer during the year
- Salary slips, especially around a job change
- Rent receipts and landlord PAN, if claiming HRA
- Leave travel allowance proofs, if claimed
Investment & other income
- Bank and post office interest certificates
- Savings account interest for the full year
- Capital gains / tax P&L statement from your broker
- Mutual fund capital gains statement
- Dividend statements
- Rental income details and municipal tax paid
Business or professional income
- Books of account or receipts-and-expenses summary
- Bank statements for all business accounts
- GST returns filed during the year
- Fixed asset purchase invoices for depreciation
- Loan statements showing interest paid
Deduction proofs (old regime only)
- Life insurance premium receipts
- PPF / ELSS / NSC statements
- Children's tuition fee receipts
- Health insurance premiums, including for parents (80D)
- Home loan interest and principal certificate
- Education loan interest certificate (80E)
- Donation receipts with institution registration details (80G)
General guidance only, not advice on your specific situation. Tax rules change — confirm the current position before acting. See our disclaimer.
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