What documents are required before filing an income tax return?

[alenaghose]

I’m getting ready to file my income tax return and want to make sure I have all the necessary documents. What are the key papers I should gather beforehand—like Form 16, bank statements, investment proofs, or TDS details? A quick checklist would really help.

 

[niyati]

Before filing an income tax return, gather essential documents such as Form 16/16A, salary slips, bank statements, interest certificates, Form 26AS, AIS/TIS, investment proofs, deductions under Sections 80C–80U, capital gains statements, rental income details, home loan certificates, and Aadhaar–PAN information to ensure accurate reporting.

 

[Lily]

To ensure accurate reporting, collect necessary documents such as Form 16/16A, salary slips, bank statements, interest certificates, Form 26AS, AIS/TIS, investment proofs, deductions under Sections 80C–80U, capital gains statements, rental income details, home loan certificates, and Aadhaar–PAN information prior to filing an income tax return.

 

[ankita]

Before filing an income tax return, gather the required paperwork, including Form 16/16A, salary slips, bank statements, interest certificates, Form 26AS, AIS/TIS, investment proofs, deductions under Sections 80C–80U, capital gains statements, rental income details, home loan certificates, and Aadhaar–PAN information, to ensure accurate reporting.

 

[danisjohn]

Before filing an income tax return, you need key documents such as Form 16, PAN card, Aadhaar card, bank account details, salary slips, Form 26AS, investment proofs (LIC, PPF, ELSS, etc.), home loan interest certificate, rent receipts, and capital gains statements if applicable. These help verify income and claim deductions accurately.

 

[Lily]

Both your Aadhaar card and PAN are required. Form 16 (from the employer), Form 26AS, the Annual Information Statement (AIS), bank statements, and investment proofs (such as PPF and life insurance receipts) are important income documents for deducting expenses.

 

[Jarwish]

You need PAN, Aadhaar, Form 16, salary slips, bank statements, interest certificates, TDS/TCS statements (Form 26AS, AIS, TIS), investment proofs, loan interest certificates, capital-gain statements, and records of other income (rent, dividends, etc.) before filing an income tax return.