ITR Document checklist

Relevant documents required to proceed before filing

2/14/20261 min read

black blue and yellow textile
black blue and yellow textile

ITR Document Checklist (FY 2025–26) 1) The “Must-Haves” (For Everyone)

  • ID Proofs: Aadhaar and PAN (must be linked)

  • Bank Details: Account number and IFSC (for refund credit)

  • Bank Statements: Full year (to audit or review credits)

  • ITR Credentials: To login and move forward ( A new login will be created if you are a new taxpayer from our end)

2) If You Are Salaried

  • Form 16: Annual tax certificate from your employer

  • Salary Slips: Full year

3) If You Have Other Income

  • Share/MF Statements: Capital gains statement from broker (e.g., Zerodha, Groww)

  • Rental Income: Rent received + property tax paid details

  • Interest Certificates: From banks for FDs/savings accounts

4) To Save Tax (Only if using “Old Regime”)

  • Investments (80C): LIC, PPF, ELSS, school fees receipts

  • Health Insurance (80D): Receipts for self/parents

  • Home Loan: Interest certificate (and principal details if claiming)