Quick answer
What documents do I need to file my ITR?
PAN, Aadhaar, bank details, Form 16 if you are salaried, interest certificates, and your AIS and Form 26AS. Add capital gains statements, rent receipts, investment proofs or business records depending on your income.
For everyone
- PAN card and Aadhaar
- Bank account details (account number and IFSC) for the refund
- Interest certificates from banks and the post office (savings and fixed deposits)
- AIS, TIS and Form 26AS (we can download these with your login, or you can send the PDFs)
- Last year's income tax return, if filed elsewhere
Salaried people and pensioners
- Form 16 from every employer you worked for during the year
- Salary slips, if you changed jobs or Form 16 is missing
- Pension certificate or bank statement, for pensioners
- For the old regime: rent receipts and landlord's PAN (HRA), 80C proofs (PF, PPF, LIC, ELSS, tuition fees, home loan principal), 80D health insurance receipts, NPS statement
- Home loan interest certificate
Investors
- Tax P&L or capital gains statement from your broker (Zerodha, Upstox, Groww or others)
- Mutual fund capital gains statements from CAMS and KFintech
- Dividend details
- Crypto exchange reports, if you traded crypto
- Property sale or purchase deeds, if you sold or bought property
Freelancers, professionals and business owners
- Bank statements for the full year
- Sales and expense summary, or your Tally or Excel data
- GST returns, if registered
- TDS certificates (Form 16A) from clients
- Loan statements and details of assets bought
NRIs
- Passport pages showing entry and exit dates (to work out residential status)
- NRO account interest certificates and TDS certificates
- Rent agreement and tenant's TDS certificate, if you rent out property in India
- Tax Residency Certificate from your country of residence, if claiming treaty benefits
Have most of these?
Send what you have on WhatsApp. We check it for free, tell you what is missing, and give you a quote to file.