When filing your Income Tax Return (ITR), you typically need the following documents and information:

1. Personal Information:
   • PAN (Permanent Account Number)
   • Aadhaar Number (Make Sure link with PAN)
   • Bank account details (Must be validated for refund purposes)
2. Income Details:
   • Form 16: This is issued by your employer and shows your salary income, deductions under section 80C, TDS (Tax Deducted at Source) details, etc.
   • Income from house property: Details of rental income and interest paid on home loan, if applicable.
   • Income from other sources: Interest income, dividends, etc.
   • Income from business or profession: If you’re self-employed or have a business.
3. Investment and Savings Details:
   • Details of investments eligible for deductions under various sections like 80C, 80D, etc. (e.g., LIC, PPF, ELSS, health insurance premium, etc.)
   • Interest paid on education loan, if applicable.
4. Tax Payments and Deductions:
   • TDS certificates: Form 16A, Form 16B, Form 16C, etc., for tax deducted by entities other than employer (e.g., banks, tenants).
   • Advance tax and self-assessment tax payments: Challan details.
   • Deductions under Chapter VI-A: Details of deductions claimed under sections like 80C, 80D, 80G, etc.
5. Property and Asset Details:
   • Details of property owned and sold during the year, if any (for capital gains calculation).
   • Details of movable assets like vehicles, jewelry, etc., if applicable.
6. Other Documents:
   • Aadhaar card (for verification purposes).
   • Bank statements: To cross-verify income, expenses, and investments.
   • Form 26AS: This shows TDS details and helps in verifying the TDS claimed in your return.
7. Form 26AS:
   • It is an annual consolidated statement that provides details of tax deducted on your behalf and tax collected during the year, and it also reflects the taxes paid by you.

Ensure all documents are accurate and updated before filing your ITR. Keeping digital copies and maintaining proper records can simplify the process and help in case of any future tax assessments or audits. If you have income from multiple sources or investments, it’s advisable to consult our team for proper guidance and to ensure compliance with tax laws.

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