ITR document checklist

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IntellitaxSolutions

Individual income-tax return · Guided and printable

Name

PAN

Assessment year

Use the guided builder online to show the sections that apply, or work through the full checklist. Tick what you have and note what is missing. Requirements vary with income type, residency, deductions and the return form that applies to you — this is a general checklist, not tax advice.

01 Identity and basics

PAN cardCheck that the name and date of birth match your Aadhaar and bank records. AadhaarConfirm PAN–Aadhaar linkage before filing. Bank account detailsAccount number, IFSC and a cancelled cheque or statement. Use an account you can validate. Contact detailsCurrent mobile number and email address registered with the income-tax portal. Address proofIf you are filing for the first time or your address has changed.

02 Income documents

Salary documentsForm 16 from each employer, salary slips and any pension statements. Interest certificatesSavings-account, fixed-deposit, recurring-deposit and post-office interest. Dividend and investment incomeBroker statements, mutual-fund statements and dividend credit details. Capital gainsEquity, mutual-fund, property or other asset sale statements, with purchase and sale dates and costs. Rental incomeRent agreement, rent receipts, municipal tax and home-loan interest certificates. Business or professional incomeBooks, bank statements, invoices, expense records, GST returns and depreciation details. Foreign income or assetsStatements, foreign tax paid and any relevant foreign-account details.

03 Deductions and exemptions

Section 80C investmentsLIC, PPF, ELSS, EPF, tuition fees and home-loan principal repayment proofs. Health insurance — 80DPremium receipts and policy details for self, family and parents, where eligible. Home loan — interestLender's interest certificate for the relevant financial year. Education loan — 80EInterest certificate from the lender. Donations — 80GReceipts with the trust or institution's registration details. NPS — 80CCDContribution statement and employer NPS details where applicable. HRA exemptionRent receipts, rent agreement and landlord details, if you are claiming HRA.

04 Taxes already paid

Form 26ASDownload the latest statement from the income-tax portal and check the tax credits. AIS / TISReview the Annual Information Statement and Taxpayer Information Summary for reported transactions. TDS certificatesForm 16, Form 16A or other certificates for tax deducted at source. Advance tax and self-assessment taxChallan copies and payment dates.

05 Depending on your case

Notice or queryThe full notice, response deadline and any earlier correspondence. Previous-year returnITR acknowledgement and computation, especially for carry-forward losses. Audit or accountsAudit report, balance sheet, profit-and-loss statement and schedules where applicable. Regime comparisonOld versus new regime workings, if you want a comparison before choosing.

06 Before you submit

Reconcile the numbersMatch Form 26AS, AIS and your own records before finalising income and tax credits. Check the bank accountValidate the bank account for the refund, if a refund is expected. Review the returnCheck personal details, income heads, deductions, tax paid and the regime selected. Verify and e-verifySubmit the return and complete e-verification. Keep the acknowledgement.

Need help with a document or a notice?
Call +91 94453 21824 or email intellitaxsolutionsofficial@gmail.com. Office hours: Mon–Sat, 10:00–18:00.

General information only · Last reviewed 20 October 2026 · Intellitax Solutions · Chennai

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