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In case you are filing the ITR as an individual,
Firstly let us look at all the general documents/details that would be required to proceed with the task of filing the returns:-
i. PAN Number
ii. Aadhaar Number
iii. All the bank account details of the assessee;
iv. TDS certificates (Form 16, Form 16A, Form 26AS, etc.);
v. Tax Payment Challans
vi. Investment Proofs (Investments and deductions that can be claimed under section 80C, 80D, 80E, 80TTA, etc.)
ITR Filing Requirements for Salaried People
Depending on deductions, investments and more, salaried people have to acquire a different set of documents, such as:
i. Form 16 from the employer
ii. Overdue salary (if available) and filing Form 10E
iii. The final statement in case of a job change
iv. Foreign salary slips (if applicable) for an ordinary resident of India
v. Foreign tax returns (if applicable) and filing Form 67
vi. Rent receipts and agreement for those who wish to claim HRA Exemption
vii. Travel bills (in case the employer doesn’t consider them)
viii. Details of the withdrawn PF (if available)
ITR Filing Documents Required for Tax Saving Investments
Irrespective of the type of investment that you have, there is a certain set of documents needed to File ITR against your tax-saving investments. The list includes:
i. ELSS to claim up to Rs. 1.5 lakhs under Section 80C; or
ii. Medical/Life Insurance (if available) to claim the exemptions or deductions;
iii. Details of PPF and passbook; or
iv. Repayment certificate for education or housing loan to claim deductions on your income; or
v. Receipts of Senior Citizen Saving Scheme; or
vi. Tax saving FD to claim up to Rs. 1.5 lakhs under section 80C; or
vii. Receipts of donation along with your name, address, and PAN details; or
viii. Receipts of additional investments;
Documents Required for Filing ITR for Business In case you are a businessman,
i. you would require the following documents to file your Income Tax Return:
ii. The Balance Sheet of the financial year Records of audit (if applicable)
iii. Certificates of the tax deduction on the source (TDS)
iv. Challan copy of income tax payment (advance tax, self-assessment tax)
Documents Required for File Capital Gains For the ones who have capital gains, ITR required documents are:
i. Purchase or sale deed of the property, including stamp valuation;
ii. Receipts of any improvements made;
iii. Information of sale, purchase or improvement cost of other capital assets;
iv. Expenses incurred on transfer of any capital asset (ex. Commission, brokerage, transfer fees, etc.);
v. Demat account statement for the sale of securities.
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