Required Documents for ITR Filing

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Required Documents for Filing Income Tax Return for FY 2023-24

Filing your income tax return accurately and on time requires gathering the necessary documents and information. Here’s a checklist to ensure you have everything you need:

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To file your income tax return, you will need the following common documents:

  1. PAN Card
  2. Aadhar Card
  3. Mobile Number
  4. Email ID
  5. Bank Account Details: – Account Number & IFSC Code              

 Deductions (If Applicable)

If you have deductions, gather these documents:

  1. Proof of Investments
  2. Insurance Policy Certificate
  3. Donation Paid Receipts
  4. Loan Documents (Home Loan, Education Loan)
  5. Investment Proofs for PF, NPS

Documents Required for Different ITR Forms

ITR 1 (Sahaj)
For individuals with income up to Rs 50 lakhs from salary, one house property, and other sources:

– Salary:

  1. Form 16
  2. Salary Slip
  3. Rent Paid Receipts (for HRA)

– House Property:

  1. Housing Loan Statement
  2. Rent Agreement
  3. Income from Single House Property

– Other Sources:

  1. Interest Certificates
  2. Fixed Deposit Receipts
  3. Agriculture Income up to Rs 5,000

ITR 2 For individuals and HUFs not having income from business or profession:

– Salary:

  1. Form 16
  2. Salary Slip
  3. Rent Paid Receipts (for HRA)
  4. Employer Details (TAN, PAN, Address)

– House Property:

  1. Housing Loan Statement
  2. Rent Agreement

– Capital Gains:

  1. P&L Statement of Capital Gain Transactions
  2. Mutual Funds Statements
  3. Sale of Property Documents

– Other Sources:

  1. Interest Certificates
  2. Fixed Deposit Receipts
  3. Winning from Lotteries
  4. Family Pension Details

ITR 3 For individuals and HUFs having income from business or profession:

– Salary:

  1. Form 16
  2. Salary Slip
  3. Rent Paid Receipts (for HRA)
  4. Employer Details (TAN, PAN, Address)

– House Property:

  1. Housing Loan Statement
  2. Rent Agreement

– Capital Gains:

  1. P&L Statement of Capital Gain Transactions
  2. F&O (Futures and Options)
  3. Derivatives
  4. Mutual Funds Statements
  5. Sale of Property Documents

– Business:

  1. Business or Profession Details
  2. Balance Sheet and P&L Account
  3. Direct and Indirect Expenses
  4. GSTIN (if any)

– Other Sources:

  1. Interest Certificates
  2. Fixed Deposit Receipts
  3. Winning from Lotteries
  4. Family Pension Details

ITR 4 (Sugam) For individuals, HUFs, and firms (other than LLP) having income from a presumptive business:

– Salary:

  1. Form 16

  2. Salary Slip

  3. Rent Paid Receipts (for HRA)

– House Property:

  1. Housing Loan Statement

  2. Rent Agreement

– Business:

  1. Business or Profession Details

  2. GSTIN (if any)

  3. Turnover up to Rs 2 Crores

– Other Sources:

  1. Interest Certificates

  2. Fixed Deposit Receipts

 Additional Documents

– Form 16A and Form 16: For any TDS amount deducted.

Additional Information for ITR 2 and ITR

  1. Director Details (if any):

        – Shareholding details

        – Listed or unlisted status

        – Sale of shares during the year

        – Company details (Name, PAN, Type)

  1. Carry Forward/Brought Forward of Losses (if any)
  1. Specified Income (Spouse, Minor Child)

Make sure to have all these documents ready to ensure a smooth and accurate filing of your income tax return.

Having all these documents prepared will help ensure a smooth and accurate filing of your income tax return. Make sure to gather them in advance to avoid any last-minute hassles. If you need further assistance, please consult a tax professional.

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