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Documents required to file Income Tax return (ITR) of Individual

  1. PAN Card copy of Individual
  2. Aadhar Card copy of Individual
  3. Bank Account Number with IFSC Code 
  4. Income tax portal login details
  5. Updated balance sheet and Profit & loss accounts
  6. Login details of GST portal for reconciliation
  7. Details of any advance tax paid or TDS paid like challan, TDS Certificates,  Form 16, 16A, 26AS etc.
  8. Bank statements for all banks in excel format
  9. Interest certificate from bank
  10. Tax Payment Challan for self-assessment or advance tax paid by you.
  11. Documents related to section 80 deduction
    • ELSS – tax saving Mutual fund
    • Sukanya Samridhi Yojana Scheme 
    • Medical Insurance under 80D 
    • Provident fund paid details
    • Life insurance details
    • Tax Saving FD 
    • Home Loan Repayment Certificates 
    • Education loan
    • Senior Citizen Savings Scheme 
    • Tuition Fee Receipts for your Children 
    • Donation Receipts paid under 80G 
  12. In case of salary income, please share Form -16.
  13. Details of share trading or capital gains during the year, if any.
  14. Documents in case of business income:
    • Updated balance sheet and Profit & loss account
    • Login details of GST portal for reconciliation
    • Bank statements for all banks in excel format

 

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