Accurate ITR filing starts with getting your documents in order. Whether you’re salaried, self-employed, or an investor, here’s what to keep ready:
Basic Documents
𝐏𝐀𝐍 & 𝐀𝐚𝐝𝐡𝐚𝐚𝐫 – Required for e-filing and verification.
𝐅𝐨𝐫𝐦 𝟐𝟔𝐀𝐒 & 𝐀𝐈𝐒 – To cross-check tax credits, TDS, interest income, share trades, and high-value transactions.
For Salaried Individuals
𝐅𝐨𝐫𝐦 𝟏𝟔 / 𝐒𝐚𝐥𝐚𝐫𝐲 𝐒𝐥𝐢𝐩𝐬 – Issued by your employer, showing income and TDS details.
For Capital Gains
𝐁𝐫𝐨𝐤𝐞𝐫𝐚𝐠𝐞 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭𝐬 – Details of equity and mutual fund transactions.
𝐏𝐮𝐫𝐜𝐡𝐚𝐬𝐞 & 𝐒𝐚𝐥𝐞 𝐈𝐧𝐯𝐨𝐢𝐜𝐞𝐬 – For real estate or gold sales.
𝐂𝐚𝐩𝐢𝐭𝐚𝐥 𝐆𝐚𝐢𝐧𝐬 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭𝐬 – From brokers or RTAs.
For Income from House Property
𝐑𝐞𝐧𝐭𝐚𝐥 𝐀𝐠𝐫𝐞𝐞𝐦𝐞𝐧𝐭𝐬 – To report rental income.
𝐇𝐨𝐦𝐞 𝐋𝐨𝐚𝐧 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭𝐬 – For interest deductions under Section 24(b).
For Business/Professionals
𝐁𝐨𝐨𝐤𝐬 𝐨𝐟 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐬 / 𝐏𝐫𝐨𝐟𝐢𝐭 & 𝐋𝐨𝐬𝐬 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭𝐬
𝐁𝐚𝐥𝐚𝐧𝐜𝐞 𝐒𝐡𝐞𝐞𝐭𝐬 & 𝐋𝐞𝐝𝐠𝐞𝐫 𝐒𝐮𝐦𝐦𝐚𝐫𝐢𝐞𝐬
𝐈𝐧𝐯𝐨𝐢𝐜𝐞𝐬 & 𝐄𝐱𝐩𝐞𝐧𝐬𝐞 𝐁𝐢𝐥𝐥𝐬
For Other Income
𝐁𝐚𝐧𝐤 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭𝐬 – To capture savings interest.
𝐈𝐧𝐭𝐞𝐫𝐞𝐬𝐭 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐜𝐚𝐭𝐞𝐬 – From FDs, RDs, or NSCs.
𝐃𝐢𝐯𝐢𝐝𝐞𝐧𝐝 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭𝐬 – From companies or mutual funds.
For Deductions
𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐏𝐫𝐨𝐨𝐟𝐬 – LIC, ELSS, PPF, NPS, etc. (80C)
𝐌𝐞𝐝𝐢𝐜𝐚𝐥 𝐈𝐧𝐬𝐮𝐫𝐚𝐧𝐜𝐞 𝐑𝐞𝐜𝐞𝐢𝐩𝐭𝐬 – (80D)
𝐄𝐝𝐮𝐜𝐚𝐭𝐢𝐨𝐧 𝐋𝐨𝐚𝐧 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭𝐬 – (80E)
𝐃𝐨𝐧𝐚𝐭𝐢𝐨𝐧 𝐑𝐞𝐜𝐞𝐢𝐩𝐭𝐬 – (80G)
📌 Pro Tip: Always match income and tax details in 𝐅𝐨𝐫𝐦 𝟐𝟔𝐀𝐒 𝐚𝐧𝐝 𝐀𝐈𝐒 to avoid mismatches and processing delays.
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