ITR filing: What documents are required to file your income tax return? Quick checklist
Missing a single document can lead to reporting errors, which in turn can result in income tax notices or even delayed refunds. (AI image) ITR
Missing a single document can lead to reporting errors, which in turn can result in income tax notices or even delayed refunds. (AI image) ITR: What documents are required for your income tax return? Archit Gupta, Founder & CEO, ClearTax lists the essential documents required for your ITR filing grouping them into three main categories The Core Tax Summaries Form 16: The bedrock for salaried individuals. Issued by your employer, it outlines your total salary earned, allowances, exemptions, deductions, and the Tax Deducted at Source (TDS).
The bedrock for salaried individuals. Issued by your employer, it outlines your total salary earned, allowances, exemptions, deductions, and the Tax Deducted at Source (TDS). AIS & TIS (Annual Information Statement / Taxpayer Information Summary): Available on the portal, these track your financial footprint, including savings interest, stock transactions and high value transactions Available on the portal, these track your financial footprint, including savings interest, stock transactions and high value transactions Form 26AS: Your consolidated tax statement showing all taxes (TDS/TCS) deposited against your PAN.
Investment and Deduction Proofs Section 80C Receipts: ELSS mutual funds, PPF contributions, and school tuition fees. ELSS mutual funds, PPF contributions, and school tuition fees. Section 80D: Medical insurance premiums for your family. Medical insurance premiums for your family. Home Loan Certificates: Bank statements detailing principal and interest splits. Bank statements detailing principal and interest splits. House Rent Allowance (HRA): Rental receipts. Additional Income Records Bank Interest Certificates: For calculating precise savings account and FD interest.
Capital Gains Statements: Provided by your stockbroker for equity or mutual fund sales. ITR filing FY 2025-26: Last date for filing your income tax return
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