For ITR filing keep PAN and Aadhaar, Form 16 from your employer, Form 26AS and the Annual Information Statement (AIS), bank interest certificates, capital gains statements, rent receipts and home loan certificates for deductions under the old regime, and books or summaries for business income.
Salaried individuals
- Form 16
- Salary slips
- Rent receipts for HRA (old regime)
Other income
- Bank and FD interest certificates
- Rental income details
- Capital gains statements from brokers and funds
Deductions (old regime)
- 80C investments
- Health insurance premiums
- Home loan interest certificate
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Books of account, GST returns, TDS certificates and bank statements.
Frequently asked questions
Do I need to attach documents with ITR?
No. Keep them for records; attach nothing unless asked.
What is AIS?
The Annual Information Statement shows income and transactions reported to the tax department.
What if AIS shows wrong data?
Submit feedback on the portal and file based on correct figures.
How long to keep documents?
Keep records for several years as assessments can be reopened within prescribed periods.
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