Documents Needed to File Your Income Tax Return

Everything we need to file your income tax return for FY 2025-26: Form 16, AIS and 26AS, bank interest, capital gains statements, rent receipts, investment proofs and foreign assets — with a downloadable PDF checklist.

Most delays in filing come from one missing statement. Use this list before you send us your papers; items marked if applicable depend on your income.

Download this checklist as a PDF Send us the documents

Identity and basics

PAN and Aadhaar (linked)
Bank account details for the refund — account number and IFSC, pre-validated on the portal
Last year's return and computation, if we did not file it
Income-tax portal login (or we file as your e-return intermediary)

Salary

Form 16 (Parts A and B) from every employer in the year
Salary slips for March and any month with arrears or bonus
Form 12BA for perquisites; ESOP/RSU statements
Rent receipts and the landlord's PAN for HRA (rent above ₹1 lakh a year)
Regime choice — new is the default; tell us if you want the old regime

Interest, dividends and other income

Interest certificates from every bank and post office (savings, FDs, RDs)
Dividend statements from the demat account or mutual fund
Form 26AS and the Annual Information Statement (AIS) from the portal — we reconcile every entry
Rental agreements, rent received, municipal tax paid and the home-loan interest certificate

Capital gains (if applicable)

Capital gains statement from each broker and mutual fund house (CAMS/KFintech consolidated statement)
Property sale deed, purchase deed, improvement bills and the buyer's Form 16B for TDS
Cost as on 31 January 2018 for shares bought before then (grandfathering)
Crypto exchange trade reports and TDS certificates (Form 16A under section 194S (393 of the 2025 Act))

Deductions (old regime only)

PPF, ELSS, life insurance, tuition fee and home-loan principal receipts (section 80C; 123 of the 2025 Act)
Health insurance premium receipts, preventive check-up bills (section 80D; 126 of the 2025 Act)
NPS contribution statement (section 80CCD(1B); 124 of the 2025 Act)
Donation receipts with the donee's PAN and Form 10BE (section 80G; 133 of the 2025 Act)
Education-loan interest certificate (section 80E; 129 of the 2025 Act)

Foreign assets and income (if applicable)

Foreign bank statements, foreign shares and ESOPs, overseas property — for Schedule FA (mandatory for residents)
Foreign tax paid — for Form 67 and foreign tax credit
Days abroad in the year, with passport stamps, if your residential status is close to the line

Before you send

Download AIS from the portal before sending anything — it often shows interest and sale transactions people have forgotten.
Send statements as PDFs, not screenshots; every page of a Form 16 matters.
The due date is 31 July for ITR-1/ITR-2 and 31 August for business or professional returns without tax audit; a belated return after that costs up to ₹5,000 and loses loss carry-forward.

Disclaimer. This page is a general reference prepared from the law and notifications as we understand them on the date shown. It is not legal, tax or professional advice and does not create a client relationship; rates, thresholds and due dates change and your position depends on facts we have not seen. Please confirm with us before acting on anything here. I. H. Khan and Associates accepts no liability for decisions taken on the basis of this page. Section numbers are those of the Income-tax Act, 2025, in force from 1 April 2026, with the 1961 Act number in brackets (pages about the FY 2025-26 return, which the 1961 Act still governs, quote that Act first) — see our section map.

Other checklists: NRI income tax return · GST registration · Private limited company · LLP registration · UAE company formation · Tax audit and annual accounts · NRI property sale

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