✅ Income Tax Filing Checklist (FY 2025–26)

Basic Information:

• PAN

• Aadhaar

• Bank account details (with IFSC)

• Address & mobile/email (linked to Aadhaar & PAN)

• Employment type (Salaried / Freelancer / Business / Retired / NRI)

 

Documents Required (Category-wise)

1. For Salaried Individuals:

• Form 16 from employer

• Salary slips (if Form 16 is not available)

• Proof of deductions:

  • LIC/PPF/NSC receipts (80C)

  • Medical insurance (80D)

  • Education loan interest (80E)

  • Rent receipts (if claiming HRA)

• Form 26AS / AIS / TIS

 

2. For Business / Professionals / Freelancers:

• Summary of income & expenses

• Bank statements (business account)

• Books of accounts or spreadsheets (if maintained)

• GST returns (if applicable)

• Asset & liability statement (if required under 44AB)

• TDS certificates (Form 16A)

 

3. For Capital Gains:

• Sale/purchase documents of property, shares, mutual funds, gold, etc.

• Demat account transaction statement

• Purchase cost documents (bills, indexation details)

• Brokerage and expense receipts

• Computation sheet (if already prepared)

 

4. For Rental Income:

• Rent agreement

• Municipal tax receipts

• Interest certificate on housing loan

• Co-ownership details (if applicable)

 

5. For Other Income:

• Interest on FD, savings, bonds (Bank passbook or Form 16A)

• Dividend income

• Agricultural income

• Family pension / annuity

• Crypto trading summary (if any)

 

6. For NRIs:

• Passport + visa/residency details

• NRO/NRE account details

• Foreign income details (salary, investments, etc.)

• Details of remittances made to India

• Tax paid abroad (for DTAA claim)

 

7. General Compliance:

• Aadhaar-PAN linking status

• Form 10E (if salary arrears relief is being claimed)

• Advance tax challans (if paid manually)

• Details of past returns filed (if revised return needed)