Documents Required for ITR Filing

Please share the details based on the income applicable to you.

Basic Details (for new clients)

• PAN card copy
• Aadhaar card copy
• Income tax login
• Bank account details (account number, bank name & IFSC)

Salary Income

• Form 16
• If you have missed any tax-saving deduction in your Form 16, you can provide that as well
• If you have missed out on your HRA claim, provide payslips for all months, rental agreement, and landlord PAN

Rental Income from Property or Housing Loan on Self-Occupied Property

• Rental agreement (for rental income)
• Property tax paid receipt
• Housing loan interest certificate
• TDS certificate, if any TDS is deducted on rental income

Business or Professional Income

• Bank statements (all banks)
• TDS certificates

Sale of Property

• Sale deeds of both purchase and sale transactions
• TDS certificates, if sale value of property is above ₹50 lakhs

Sale of Shares, Mutual Funds, Cryptocurrency and Trading in Shares/Options

• Capital gains statements
• Profit & loss statement of share trading

Interest Income

• Savings interest will be considered based on 26AS/AIS
• FD interest will be considered based on the data available in Form 26AS/AIS
• Dividend income will be considered based on AIS
• Interest on Sovereign Gold Bonds

Shares Held in an Unlisted Company, if any

Foreign Shares & Assets

• Statement of holding as on 31st March of shares allotted through RSU/ESPP
• Account activity statement from April to March generated from the foreign demat account
• Bank statement of foreign bank
• Details of any other foreign assets or investments held

Deductions (Applicable for Old Regime, if not Claimed in Form 16)

• Life insurance premium
• PPF
• ELSS and tax saver mutual funds
• Educational loan
• Health insurance of family and parents
• Medical expenditure of parents (aged above 60 years) if not covered under insurance
• Donation receipts under 80G