ITR Filing 2025: The new financial year has started and now the countdown to the most important task for taxpayers has begun. Taxpayers have to file Income Tax Return (ITR) by July 31. ITR filing for assessment year 2025–26 may start soon. If you want to file returns on time and without any mistake, then it is very important to keep some important documents ready from now on. Here is the complete checklist of documents that you should have before filing ITR.

1. PAN and Aadhar Card

PAN is necessary to file income tax return. Also, now it is mandatory to link PAN and Aadhaar. Your identity is verified through Aadhaar.

2. Form 16 (for salaried people)

This document is given by the company which contains information about your salary and the tax deducted. It has two parts – Part A (TDS details) and Part B (salary breakup). This Form 16 has to be given to the company by 15 June every year.

3. Form 26AS and AIS (Annual Information Statement)

Form 26AS is like your tax passbook which contains details of TDS, advance tax and big transactions. AIS contains details of all your sources of income – like salary, interest, dividend, shares etc. Be sure to cross check your TDS and income with this.

4. Bank account details

Keep information about all your active bank accounts. Especially it is important to fill the IFSC code and account number correctly so that there is no problem in tax refund.

5. Certificates of Interest

Take a statement of interest received on savings account, FD, RD from the bank or post office. This income is counted in Income from Other Sources.

6. Investment Proofs (for Tax Deductions)

Keep the required documents to get deductions under section 80C, 80D etc. like – life insurance premium receipts, PPF, ELSS, children’s fees, home loan documents and health insurance receipts.

7. Home loan and property documents

Get a certificate from the bank for interest on home loan and if you are claiming HRA then keep the rent receipt or agreement.

8. Capital gains statements

If you have sold shares, mutual funds or property, then collect the related sale-purchase receipts and statements.

9. Foreign income and assets (if applicable)

If you have earned money abroad or have property, it is mandatory to provide information about it.

10. Freelance or business related income

Maintain profit-loss statements, GST returns, and professional invoices.

11. Receipts of advance tax and self-assessment tax

12. Last year’s ITR copy and old tax notices

When will ITR filing start?

CBDT’s new ITR forms are released in April and the portal may open this month. But most salaried people file only after June, because Form 16 is available to them by June 15. So if you also want to file returns quickly and correctly, then do not forget to keep these documents ready in advance.

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Then why wait for the last moment to file the return? It is beneficial for taxpayers to file the return before the deadline. Let us know what documents will be required to file the return and how to download them.

Form-16 is most important for salaried taxpayers

Form- 16 is most important for salaried taxpayers to file income tax returns. Companies issue Form-16 to their employees after the financial year is over. It contains information about the employee’s gross income, taxable income and TDS deducted from salary in the financial year . Employers have issued Form-16 to employees. It can be downloaded from the Employee Self Service (ESS) website. The finance department of companies gives complete information about this by sending mail to the employees.

Also Read: Budget 2024: Government may raise tax free income to rs 5 lakh. Report

Information about every transaction will be available in AIS

The second important document for filing returns is the Annual Information Statement (AIS). It is a record of the financial transactions of taxpayers in the financial year. It includes TDS, TCS, interest income, dividend income and transactions related to shares and mutual funds. You can match the TDS given in it with the TDS of Form-16. If there is any difference in both the information, then you can correct it. By doing this, you will get the correct amount of TDS. This will eliminate the possibility of your return being defective.

This is how you can download AIS

To download AIS, you have to log in to the Income Tax Department website. If you are already registered, you can log in with your user ID and password. Your PAN will be your ID. If you are not already registered, you can register with the help of PAN. After logging in, you will see the ‘Annual Information Statement’ menu on the dashboard. Select it. Click on the ‘e-file’ menu. After that go to Income Tax Return and select ‘View AIS’.

After clicking on ‘AIS’, you will see a separate AIS portal. After that you have to click on the ‘Proceed’ button. On the home page of AIS, you will get the option of AIS of many financial years. You can download it by selecting the relevant financial year. If you want, you can also download Form 26. It will have information about your TDS and TCS. You can match it with your Form 16. This also has to be downloaded from the portal of the Income Tax Department. You can download it by logging in with your user ID and password.

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