Which documents required for Income Tax Return filing in India?

Which documents required for Income Tax Return filing in India?

The due date


Type of Income

Name of Document

Salary Income 



  • Form 16 from All Employers, (if any)
  • 26AS
  • PAN Card & Adhaar Card (Scanned Copy)
  • Income Tax Login Details
  • Any other Income or Deduction details not mentioned in Form 16.
  • Bank Account Number & IFSC of All Active Bank Accounts.

Income from business or profession




  • PAN Card & Adhaar Card (Scanned Copy)
  • Income Tax Login Details
  • Form 26 AS (How to download form 26AS)
  • Summary of Expenses & Income for the year in an Excel Sheet.
  • Bank Statement of Business for the respective Assessment Year
  • Bank Account Number & IFSC of All Active Bank Accounts.
  • Audit Records (if applicable)
  • Any other documentary proof (if required)


Income from other sources


  • Interest or TDS certificate from Bank.
  • Bank account passbook or statement of interest earned from saving account.
  • Dividend warrant 
  • Any other documentary proof (if required)

Capital gain income 


  • Portfolio/ Statement of investments such as securities/mutual funds and derivatives. 
  • A contract notes or Demat account statement for sale or purchase of securities.
  • Date and amount of property sold and purchased along with sale and purchase agreement.

Income from House Property


  • Property Address with Annual Rent Received
  • Tenant Name & Pan.
  • Municipal Taxes Paid, if any.


Tax saving investments 


  • FD receipt 
  • Medical insurance receipt 
  • Payment receipt of life insurance premium 
  • Donation payment receipt
  • Tuition fee payment receipt
  • Home loan repayment receipt 
  • Education loan payment certificate
  • Mutual fund consolidated statement(CAS)
  • Public provident fund passbook

Trust


  • Form 10A
  • Copy of trust deed
  • Documents evidenced for incorporation of trust
  • Accounts copy for last 3Years immediately preceding the year of application in which the application is deposited (If applicable)


For more information on this visit https://www.taxaj.com.



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