All about Income Tax Return ITR Filing

How to File Income Tax Return ITR?

What are the documents required for IT Return Filing?

Here is a list of all the essential documents required for IT returns as per your income type. Find your income category and gather the documents accordingly.

Type of Employment

Document

Salary income

Form-16 (Known as tax deducted at source certificate)

Income from other sources

Bank account/bank passbook statement for interest earned on savings, Rent agreement or TDS certificate (as required), Interest or TDS certificate for bank FD interest, Dividend warrant (if income is generated from dividend), Other documentary proof (as required)

Tax savings investment

Receipt of medical insurance, Receipt of the life insurance premium paid, Fixed deposit receipt, Donation paid certificate, Tuition fee paid certificate, Education loan repayment certificate, Public Provident Fund (PPF) passbook, Mutual fund consolidated account statement (CAS)

Capital gains income

Purchase and sale deed of immovable property, Purchase and sale proof/receipts of all applicable capital assets, Contract note, Demat account statement

Income from business or profession

TDS certificates, Balance sheets, Audited financial records (as required), Income tax payment (self-assessment tax/advance tax) challan copy

Leave travel allowance

Applicable tickets and receipts of purchased tickets

Tax deduction on medical expenditure

Medical expenses bill

HRA exemption

Receipts of rent paid

In general, here is the list of enclosures to be made along with IT returns –  

  • Form-16
  • Salary slips
  • Interest certificates from banks and post office
  • Form-16A/Form-16B/Form-16C
  • Form-26AS
  • Tax saving-investment proofs
  • Deductions under 80D to 80U
  • Capital gains
  • Home loan statement from bank and NBFC
  • Aadhaar card

How to file an IT Return with and without Form-16?

What are the Benefits of Filing Income Tax Returns?

What to do if you do not File Income Tax?

What is the Penalty of Non-filing of Income Tax?

Frequently Asked Questions