ITR Tips: Keep these documents with you before filing ITR, otherwise your work will get stuck in the middle..

For taxpayers in the country, the date for filing income tax returns for the financial year 2024-25, i.e., assessment year 2025-26, has now been extended to 15 September 2025. Let us know what important documents you must have if you are also preparing for filing.

PAN card, Aadhaar number, and passbook

A valid and operational PAN number linked to Aadhaar is mandatory under section 139AA of the Income Tax Act. Apart from this, bank account details such as account number and IFSC code are also required so that refund can be claimed and received.

Certificate of tax deduction

Important certificates and documents related to tax deduction, such as Form 16 (salary details), Form 16A (non-salary TDS data), and consolidated Form 26AS, are very important. These documents provide complete details of Tax Deducted at Source (TDS), Advance Tax, and refunds and are basic for income tax filing.

AIS and TIS

Apart from Form 26AS, you should download your Annual Information Statement (AIS) and Taxpayer Information Summary (TIS) by logging into the e-filing portal. These help verify income source, deductions, dividend details, and credits.

Investment Proof and Deductions

Section 80C, 80D, 80E, housing loan interest, rent agreement, insurance policy number details, and original receipts of donations made to charitable institutions like hospitals, NGOs, etc., should be kept. These documents are very important, especially in the old tax regime.

Capital gains and asset statements
Ask for capital gains statements from your broker, asset management company, or registrar, containing details of equities, mutual funds, property sales, and share buybacks. These will help your chartered accountant calculate the total tax liability.

Foreign income and assets documentation
If you have earned income or held assets abroad, keep bank account statements, Form 67, and complete details of foreign investments or properties. These are essential for correct tax calculation, filing and legal compliance.

Previous tax returns and audit reports
Previous year returns, audit report details (Form 3CB-3CD) and reports of international or specified domestic transactions (Form 3CEB) are required for audit in applicable cases.

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