Document Checklist for Tax Filing

Document Checklist for Tax Filing


Important documents required for filing IT Returns in India

The following documents are needed to file IT return in India. You might not need all the documents asked below as it depends and varies from case to case.

  • PAN Number

For salaried individuals

  • Form – 16 provided by the employer

Documents associated with interest income

  • Passbook or bank statement for interest received on savings account
  • Interest income document for fixed deposits
  • TDS certificated provided by banking facilities and others.

Form 26AS

Form 26AS is nothing but the synopsis of the taxed paid by you and the taxed deducted on your behalf. This Form is issued by the Income Tax Department. You can access this form from the website of the Income Tax Department.
Learn how to access your Form 26AS




Section 80 Investments

Section 80C investment statements


Investments made for NSC, PPF, ELSS, RGESS and ULIPs are eligible to get deductions under Sec. 80C.


You need to keep the following documents handy at the time of claiming for deductions –


  • Provident fund statements
  • Life insurance premium statements
  • School fee receipt of your child
  • Stamp duty
  • Registration charges
  • Principal repayment against your home loan


The amount (maximum) that can be claimed under Sec. 80C has been altered to INR 1,50,000 in FY 2014-15from INR 1,00,000 in FY 2013-14.


Click here to see the detailed list of all the deductions available under Section 80 .


Other Documents needed

 Interest paid by you against housing loan. Interest on housing loan is eligible for a tax deduction up to INR 2, 00,000. This is especially designed for a self-occupied house.

  • Interest paid on education loan
  • Stock trading document, the stock trading that have been done during a given years can also be taxed under Capital Gain.