You must have these documents to file your ITR
Ready to file your ITR? 📝 Make sure you have all the necessary documents at hand!
Below is a detailed list of documents you might need.
Common documents for everyone:
1) Personal documents: PAN, Aadhaar
2) Tax documents: Form 26AS, Annual Information Statement (AIS), Taxpayer Information Summary (TIS)
3) Bank statements: For details of interest income and credit of other source incomes
4) Investment and expense documents: Loan statements, rent receipts for HRA, travel expense proofs for LTA, investment records (like ELSS and PPF), life insurance premium receipts, health insurance premium and check-up receipts, donation receipts & Form 10BE
Income-wise documents:
1) Salaried employees: Form 16 (get it from your employer)
2) Freelancers and professionals: Form 16A for TDS details (get it from your clients)
3) Stock market investors/traders: Capital gains and Tax P&L statements (get it from your broker)
4) Real estate: Agreement, Purchase and sales deed, Form 16B, lease deed for rental income
5) Income from business/profession: Financial statement (P&L, balance sheet, audit reports), expense receipts
Add any more documents that we might've missed in the comments section.