Documents Required for ITR Filing

4 min read · finshark knowledge centre

gathering the right paperwork up front makes filing fast and accurate. here's what's typically needed — your exact list depends on your income.

Everyone

• pan and aadhaar (linked);
• bank account details (for refund);
• form 26as and the annual information statement (ais) from the income-tax portal;
• details of any tax-saving investments / deductions.

Salaried

• form 16 from each employer;
• salary slips / rent receipts for hra;
• home-loan interest certificate (if claiming).

Capital Gains

• broker / mutual-fund capital-gains statement (tax p&l);
• sale and purchase details for property;
• crypto (vda) transaction statement.

Business / Profession

• books of account, or turnover/receipts if using presumptive taxation;
• gst returns (if registered);
• bank statements and expense records.

NRI

• passport / residential-status details;
• details of indian income (rent, interest, capital gains);
• tds certificates and any dtaa documentation.

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this article is general information for indian businesses, not professional advice. speak to us before acting on it.