Documents Required for Filing ITR in India (FY 2024–25)
Filing your income tax return can be stress-free when you’re prepared. To avoid delays or mistakes, it’s important to gather all the documents required for filing ITR in India well in advance.
Whether you’re a salaried professional, freelancer, or business owner, here’s a complete guide to ensure you don’t miss anything.
1. Basic Personal Documents
The following are the most essential documents required for filing ITR in India:
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PAN Card – Your primary identification for tax filing
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Aadhaar Card – Must be linked with PAN
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Bank Account Details – Including IFSC and account number for refund credit
2. Income Proof Documents
Salaried Individuals
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Form 16 from your employer
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Salary Slips (optional but helpful)
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LTA, HRA proofs, if claimed
Freelancers or Self-Employed
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Invoices or earnings statements
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Bank Statements showing credited income
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Profit & Loss Account (especially for audited businesses)
Rental Income
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Rent Agreement
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PAN of tenant (for TDS deduction reference)
3. Tax Deduction Documents
You’ll need to refer to these documents while reporting TDS and claiming refunds:
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Form 26AS – TDS summary from all sources
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Annual Information Statement (AIS)
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Form 16A – TDS on interest or contract payments
4. Deductions Under Section 80
These proofs help reduce your taxable income:
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Section 80C: LIC, PPF, ELSS, tuition fees
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Section 80D: Health insurance premiums
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Section 80G: Donation receipts
5. Capital Gains Documents
Capital gains reporting requires additional documents like:
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Demat account statements
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Property purchase/sale deeds
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Mutual fund redemption statements
6. Proof of Other Income
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Interest certificates from banks/post offices
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Dividend statements
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Details of gifts, winnings, etc.
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Foreign income/assets (if applicable)
7. Advance Tax/Self-Assessment Tax Receipts
If you’ve paid taxes in advance, keep:
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Challan receipts for advance tax
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Self-assessment tax payment slips
Summary Checklist
| Category | Documents Required for Filing ITR in India |
|---|---|
| Identity | PAN, Aadhaar, bank account details |
| Income | Form 16, bank statements, invoices |
| Tax Deducted | Form 26AS, AIS, Form 16A |
| Deductions | LIC, PPF, health insurance, donations |
| Capital Gains | Demat, property deeds, MF statements |
| Other Income | Interest, dividends, foreign income |
| Tax Payments | Advance tax, self-assessment challans |
FAQs on Documents Required for Filing ITR in India
Q: Are all these documents mandatory?
Not all, but collect the ones relevant to your income and deductions.
Q: Do I need to upload these while filing?
No, just keep them handy in case of scrutiny or notices.
Q: Can I file ITR without Form 16?
Yes. Use Form 26AS, salary slips, and bank details instead.