Documents required for Income Tax Return filing in India

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Hiral Vakil

Aadhaar
Business and Profession Income
Capital Gains
Income from House Property
Income Source
ITR Documents
ITR Form
Salary Income
Tax Saving Investments

Income Tax Return or ITR forms are different on the basis of income sources. Specific documents of the taxpayer are required to file ITR.
Other documents required may differ based on the income situation. These documents are not required to be submitted to the IT Department while filing the Income Tax Return. Since ITR is an annexure-less form. However, if a taxpayer receives a notice from the ITD such documents may be required to be submitted.

ITR Forms, TDS Certificate, Tax Credit Statement and Filing
Learn more about the various ITR forms and TDS certificates in depth
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ITR Forms, TDS Certificate, Tax Credit Statement and Filing
Learn more about the various ITR forms and TDS certificates in depth
Read More

List of Basic Documents required for filing the Income Tax Return – ITR

Following are the basic documents mandatory to file an ITR in India:

ITR for Salaried Individuals
CA Assisted Income Tax Return filing for individuals having salary, one house property & income from other sources.
[Rated 4.8 stars by customers like you]
ITR for Salaried Individuals
CA Assisted Income Tax Return filing for individuals having salary, one house property & income from other sources.
[Rated 4.8 stars by customers like you]

Documents Required for Different Income Heads

Salary Income/ Pension Income

Following documents are required from taxpayer having salary/ pension income:

Download Form 16
Here are the steps to download the Form 16
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Download Form 16
Here are the steps to download the Form 16
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House Property Income

The following documents are required to determine when rental income is earned by a taxpayer or there is a home loan. These documents will help determine the correct deduction and Income from House Property.

ITR for Multiple House Properties
CA Assisted Income Tax Return filing for Individuals and HUFs having multiple house property income, multiple salaries and income from other sources.
[Rated 4.8 stars by customers like you]
ITR for Multiple House Properties
CA Assisted Income Tax Return filing for Individuals and HUFs having multiple house property income, multiple salaries and income from other sources.
[Rated 4.8 stars by customers like you]

Capital Gains Income

When an individual sells any movable or immovable property a Capital Gain arises. It also includes the sale of shares and securities.

ITR for Gains from Sale of House / Property
CA Assisted Income Tax Return filing for individuals and HUFs having Capital Gains / Loss income from sale of house, property, land, etc.
[Rated 4.8 stars by customers like you]
ITR for Gains from Sale of House / Property
CA Assisted Income Tax Return filing for individuals and HUFs having Capital Gains / Loss income from sale of house, property, land, etc.
[Rated 4.8 stars by customers like you]

Business and Professional Income

Following are the documents required to file the return if you are earning any income from Business and Profession during the year:

ITR for Proprietors with Professional Income
CA Assisted Income Tax Return filing Plan for Individuals & HUFs earning professional income from proprietary firm.
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ITR for Proprietors with Professional Income
CA Assisted Income Tax Return filing Plan for Individuals & HUFs earning professional income from proprietary firm.
[Rated 4.8 stars by customers like you]

Income from Other Source

Any income which does not fall under any of the above heads of income, in that case, it will come under the head Income From Other Source.

ITR for Pensioners
CA Assisted Income Tax Return filing for individual senior citizens receiving pension income.
[Rated 4.8 stars by customers like you]
ITR for Pensioners
CA Assisted Income Tax Return filing for individual senior citizens receiving pension income.
[Rated 4.8 stars by customers like you]

Documents Required for Tax Saving Investments (Section 80)

One can invest in some of the tax-saving investment schemes to save taxes and claim a tax deduction. Following are the documents that come in handy for tax saving investment made:

Income Tax Return Filing Due Dates
Here is the list of all the important Income Tax filing due dates
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Income Tax Return Filing Due Dates
Here is the list of all the important Income Tax filing due dates
Read More

Documents Required for Foreign Income and Foreign Investments

ITR for Residents with Foreign Income
CA Assisted Income Tax Return filing plan for resident individuals having foreign income.
[Rated 4.8 stars by customers like you]
ITR for Residents with Foreign Income
CA Assisted Income Tax Return filing plan for resident individuals having foreign income.
[Rated 4.8 stars by customers like you]

FAQs

What is the list of documents required for filing basic ITR?

The basic list of documents required to file ITR is as follows:
PAN (Permanent Account Number)   
Aadhar Number
Form 26AS
Bank Account Details
Challan of any advance tax or self-assessment tax (if paid during the year)
Details of the original return (if filing a revised return)

What is Form 16?

It is a certificate of TDS on salary. Every employer issues Form 16 to an employee after the end of a Financial year. Employees usually receive Form 16 before 31st May of the next financial year. It contains details of income earned and the taxes deducted. Furthermore, Form 16 is divided into two parts: Form 16 Part A and Form 16 Part B.

What is Form 26AS?

It is a consolidated Tax Credit Statement which provides the following details to a taxpayer:

1. Details of taxes deducted from the taxpayer’s income.
​2. Details of taxes collected from taxpayer’s payments.
3. Advance Taxes, Self Assessment Taxes, and Regular Assessment
4. Taxes paid by the taxpayers.
5. Details of the refund received during the year.
6. Details of any high-value transactions (for eg. Shares, Mutual Funds, etc.).

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