Documents required for ITR Filing?

Filing your Income Tax Return (ITR) accurately requires several documents. The specific documents needed can vary depending on the type of income and the ITR form applicable to you. Below is a list of common documents required for different types of ITR filings:

ITR-1 (Sahaj) for Individuals with Income from Salary/Pension, One House Property, Other Sources (Interest, etc.), and Agricultural Income up to ₹5,000

• PAN Card
• Aadhaar Card
• Form 16: Issued by your employer
• Salary Slips
• Bank Statements: For interest income
• Form 16A: For TDS on income other than salary
• Form 26AS: Annual tax statement
• Details of Deductions: Under section 80C, 80D, etc.
• Interest Certificates: For home loans and savings accounts
• Proof of Investments: For claiming deductions (e.g., LIC, PPF, NSC)

ITR-2 for Individuals and HUFs not having Income from Business or Profession

• All documents required for ITR-1
• Form 16B: For TDS on sale of property
• Form 16C: For TDS on rent
• Capital Gains Statement: For investments in stocks, mutual funds, etc.
• Property Documents: For rental income
• Income from Other Sources: Proof of income (e.g., lottery winnings)

ITR-3 for Individuals and HUFs having Income from a Proprietary Business or Profession

• All documents required for ITR-2
• Profit and Loss Statement: For the business/profession
• Balance Sheet: For the business/profession
• Audit Reports: If applicable
• Books of Accounts: For the business/profession
• Form 26AS: Annual tax statement
• Details of Loans and Advances: Taken and given
• Bank Statements: For business accounts

ITR-4 (Sugam) for Individuals, HUFs, and Firms (other than LLP) having Presumptive Income from Business or Profession

• All documents required for ITR-1
• Details of Business Income: Under the presumptive taxation scheme
• Bank Statements
• Form 26AS: Annual tax statement
• Details of Turnover/Gross Receipts: From the Business or Profession
• Proof of Business Expenses: If any

Ensure you have these documents handy while filing your ITR to make the process smooth and accurate. For assistance with ITR filing, visit myITreturn.com or download the myITreturn mobile app.