Though there is no need to submit any documents to myITreturn or the Income-tax Department after filing your Income-tax return, the following are the list of documents that you may need for data entry purposes to complete and submit your Income-tax return.
General
- PAN card
- Details of operational Bank accounts - Bank name, A/c. No., IFS code, Account Type-Saving/current/Over Draft Account. The details are not required to be furnished if the Bank account has not been operated at any time during the last three years
- TDS certificates received (if available) [Eg. certificate of TDS deducted by the bank on FDRs]
- Challans of taxes paid (Self-assessment, advance tax)
- In case of revised return or return in response to a notice received from the Income-tax department -Details of Original return or details of notice, as the case may be
- Aadhar Number / Aadhar Enrollment Number
- Passport No., if available
Salary Income
- Form 16 / Salary Certificate received from the Employer
- Details of arrears received from the employer, if any
House Property Income
- Address of the property
- Co-owner details (if the property is co-owned)
- Interest certificate issued by the bank for housing loan
- Name and PAN of the tenant in case of let-out property
Capital Gains
For immovable property:
- Sale and Purchase deed of the property (for land/building)
- Details of any improvements made to the asset (land, building etc.) such as the date and amount
For movable assets such as shares, securities etc.:
- Summary of contract receipts for the sale of securities (specifying sale and purchase value of shares and date of transactions);
- In case of other capital assets: Dates and amounts of purchase and sale, details of expenses incurred on transfer
Exemptions from Capital Gain:
- Details of Re-investment made in any new capital asset such as date, amount
- Details of the amount deposited in Capital Gains Accounts Scheme such as the date and amount of deposit
Other Sources
- Bank Passbook/Statement or interest income certificate
- PPF passbook for interest
- Dividend warrants/amount
- Interest certificates on bonds
- Accrued interest on NSC during the year
- Details of the amount of gifts received during the year in the form of cash or in-kind excluding from relatives
- Rent agreement for plant & machinery, building etc. given on rent (if any)
- Details of any income from winning of lottery, horse races etc
Tax Savings Investments (Deductions)
- Life and medical insurance payment receipts
- PPF passbook
- Fixed deposit receipts (eligible for section 80C)
- Repayment certificate for housing loan
- Deposit receipts for senior citizen saving schemes, pension plans
- Tuition fees receipts
- Donation receipts (along with details of the donee such as Name of trust, amount, PAN, address ) (for section 80G)
- Any other tax saving investment receipts/proof
- Interest Certificate from the bank for education loan
- Certificate from Civil Medical Authority mentioning certain prescribed diseases and disabilities
Details of foreign income/ assets, if any
- Salary slips in case of salary received during the foreign stay
- Account statement for foreign bank account
- Details of any foreign asset held such as real estate, shares, investment in any trust or institution etc
Comments
2 comments
My itr is not completed .tis completed on line tis itr.pl make performa
I am under constructive at demands directed for filling @ Information s certificate s kindly file me back updates..,
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