Document List

Business/Self Employed:-

  1. Bank Account Statement (1st April previous year to 31st March current year) (Preferably Current Account)
  2. Asset purchase details with GST Invoice if any
  3. Employee salary details if any
  4. Loan details (home loan/commercial car loan for tax savings) if any but not mentioned in FORM 16
  5. ITR Website Password if available
  6. 26 AS if available
  7. Any investment proof under 80 C, 80 D etc. if any
  8. Other source of income if any
  9. Donation with receipt for tax savings if any

Salaried:-

  1. Bank Account Statement (1st April previous year to 31st March current year) (Preferably Salary Account)
  2. FORM 16 if available
  3. Any investment proof under 80 C, 80 D etc. if any but not mentioned in FORM 16
  4. Rent receipt if any but not mentioned in FORM 16
  5. Loan details (home loan for tax savings) if any but not mentioned in FORM 16
  6. 26 AS if available
  7. ITR website password if available
  8. Other source of income if any
  9. Donation with receipt for tax savings if any
ITR Filing Year Example: Financial Year 2023-2024/ Assessment Year 2024-2025. This is for filing transaction from 1st April 2023 to 31st Marsh 2024
Business/Self Employed:- 1. Bank Account Statement (1st April previous year to 31st March current year) (Preferably Current Account) 2. Asset purchase details with GST Invoice if any 3. Employee salary details if any 5. Loan details (home loan/commercial car loan for tax savings) if any but not mentioned in FORM 16 6. ITR Website Password if available 7. 26 AS if available 8. Any investment proof under 80 C, 80 D etc. if any 9. Other source of income if any 10. Donation with receipt for tax savings if any Salaried:- 1. Bank Account Statement (1st April previous year to 31st March current year) (Preferably Salary Account) 2. FORM 16 if available 3. Any investment proof under 80 C, 80 D etc. if any but not mentioned in FORM 16 4. Rent receipt if any but not mentioned in FORM 16 5. Loan details (home loan for tax savings) if any but not mentioned in FORM 16 6. 26 AS if available 7. ITR website password if available 8. Other source of income if any 9. Donation with receipt for tax savings if any