Tax filing is an intimidating task for many tax filers due to lack of clarity in the documentation involved. One of the most common questions troubling a salaried tax filer is to find out the documents needed to file Income Tax Return. If you are filing your taxes, you do not need to worry because we have compiled a checklist for you.
Personal information related documents:
- PAN card
- Aadhaar card
Residential status related documents:
- Details of stay in the country
- Tax Residency Certificate (if applicable)
- Form 16 (Part A, Part B and Form 12BA if applicable)
- If no tax was deducted at source then you may not get the Form 16. In such case you can either request a salary certificate from the employer or just keep your appointment letter and all your salary slip handy with you.
- Foreign salary slips and foreign tax returns filed will be required if you had worked outside India in the previous year.
- Details of PF withdrawn
Tip: Form 16 is most important document for filing the tax return.
You can upload PDF file of your Form 16 on our website & our application will auto-populate the information in the return form so that you can easily file your return.
[ Try: Income Tax e-Filing By Experts ]
Income from other sources (interest income in most cases):
- Bank passbook/ or Interest certificate for interest on savings bank account.
- Interest certificate and Form 16A (TDS certificate) for all your fixed deposits.
- Details of other income earned (if any) e.g. dividend, commission, etc.
Tip: It is important to show the saving interest in the return and to claim the related deduction u/s 80TTA.
Details of your tax saving investments/expenses:
- For claiming deduction of up to Rs. 1.5 lakh u/s 80C
- Life insurance premium payment receipts
- Your contribution to Public Provident Fund (PPF)
- Your contribution to NPS
- Stamp-duty and registration charges paid for the purchase of a house (if applicable)
- Home loan interest and principal repayment certificate (if applicable)
- Medical insurance premium receipts (u/s 80D)
- Interest certificate for you education loan (u/s. 80E)
- Donation receipts for the year (u/s 80G)
- Other tax saving investment / expenses (know more about section 80C deductions here and section 80D here)
Income from House Property
- Possession letter (in case of new property)
- Receipt of Municipal taxes paid
- Housing loan interest certificates
- Details of pre-construction interest paid (if applicable)
- Details of tax deduction/Form 16A on rent
- Ownership Details (jointly held/singly held/ownership percentage)
Income from Capital Gain:
- Sale deed for sale of property
- Details of expenses relating to sale
- Sale deed/gift deed for purchase of property
- Brokerage and other expenses relating to purchase of property
- Capital gain statement in case of sale of shares/ME or contract notes
- Sale deed for re-invested (new) property
Details of any other deduction you missed to claim from your employer:
- Your rent receipts and rental agreement, (PAN details of landlord in case rent exceeds Rs. 1 lakh) and salary slips in case you missed to claim HRA exemption
- Details of travel cost (travel tickets, boarding passes, etc.) for claiming LTA exemption
Form 26AS contains all information related to various income earned by you during the year and the taxes deducted on such income at source. You can download your Form 26AS from https://incometaxindiaefiling.gov.in/.
It is important and in your best interest to reconcile the details in your return with the details reflected in the Form 26AS to avoid delayed and short refund or tax notices and penalties from the department.
[ Read: How to View & Download Form 26AS ]
If you find tax return filing tedious, then you can leave the task to a tax expert at H&R Block who can accurately e-file your taxes and maximise your refunds.