Collecting the right documents before filing is the fastest way to a correct return and an early refund. Use this checklist by type of income.
The most common reason for delayed ITRs is missing paperwork. Use this list to gather everything once, then send it to us in one go.
For everyone
- PAN and Aadhaar, linked to each other
- Bank details of all accounts, with the refund account pre-validated on the portal
- AIS, TIS and Form 26AS, which show income already reported about you
- Last year's ITR acknowledgement
By type of income
| Income | Documents |
|---|---|
| Salary / pension | Form 16 from employer, salary slips if you changed jobs |
| Business / profession | Bank statements, sales and purchase summary, GST returns, books or P&L |
| Capital gains | Capital gains statement from broker or mutual fund, property sale and purchase deeds |
| House property | Rent received, municipal tax paid, home loan interest certificate |
| Other sources | Interest certificates for FD and savings, dividend details |
If you choose the old tax regime
Keep proofs for deductions such as life insurance, PPF, ELSS, tuition fees, health insurance and home loan principal. The new regime is the default and most of these deductions are not available under it, so we compare both before filing.
Not sure what applies to you? Send whatever you have and we will tell you what is missing.