ITR document checklist
Documents required for online ITR filing.
Use this ITR document checklist for Form 16, Form 26AS, AIS, TIS, income records, deductions, capital gains, business income and foreign income, where applicable.
Core documents
Provide applicable identity, portal and income information in clear, readable form.
✓Form 16 — if available
✓Income Tax Portal User ID & Password
✓PAN Card
✓Aadhaar Card
✓Registered Email ID
✓Registered Mobile Number
✓Father’s Name — as per PAN
✓Details of Other Income — if applicable
✓Salary / Pension details
✓Payment receipt + Order ID
Tax & financial records
Share the applicable records related to income, investments, trading, business and banking activity.
Share Market / TradingCapital Gain Statement, Trading P&L, broker statements and relevant transactions — Excel preferred where available.
Equity / Mutual FundsInvestment gain/loss statements and applicable transaction details for the financial year.
Business / ProfessionBusiness Profit & Loss statement and other applicable financial records.
Other IncomeInterest, commission, rental, freelance or other income details with supporting documents.
BankingBank statement(s) for the relevant financial year.
Rental IncomeRent receipts, rental-income details and applicable property documents.
Interest IncomeBank interest, FD/RD, savings interest and other applicable statements.
Capital GainsPurchase, sale and gain/loss records for property, securities or other capital assets.