ITR Filing 2025: Important Documents You Must Have For Hassle Free ITR Filing, Check Documents And Other Details

Collect Form 16 (for salary income and TDS), Form 16A (for TDS on income other than salary), and the consolidated Form 26AS. These documents provide a complete picture of your tax deducted at source, advance tax payments, and refunds.

Download your Annual Information Statement (AIS) and Taxpayer Information Summary (TIS) from the tax e-filing portal. These help confirm the income, deductions, and credits reported to the tax authorities.

Gather receipts for investments and eligible deductions: Section 80C (such as PPF and NSC), 80D (health insurance), 80E (education loan interest), housing loan interest, rent agreements, insurance policies, and donation slips, especially if using the old regime.

You need a valid PAN linked with Aadhaar, as required under Section 139AA. Also, keep your bank account details, including account number and IFSC code, ready to facilitate tax refunds.

Keep copies of your previous years’ returns and, if applicable, audit reports (Form 3CB-3CD for audits, Form 3CEB for international transactions). Match your Form 16, Form 26AS, and AIS details for consistency, as new ITR utilities provide digital filing with improved validation features.

If you earn income or hold assets abroad, maintain clear records such as foreign bank statements, Form 67 for double taxation relief, and details of all overseas investments and properties. These documents support accurate disclosure and compliance.

Request capital gains statements from your broker or asset manager for equity, mutual fund, or property transactions. These records will assist in accurately calculating and reporting taxable gains.