ITR Document Checklist (AY 2025-26)

Ensure you have all these documents ready before you start filing your Income Tax Return.

Personal Documents

PAN Card (Mandatory)
Aadhaar Card (Must be linked with PAN)
Bank Account Details (IFSC & Account Number for refund)
Mobile number linked with Aadhaar (for e-verification)

Income from Salary

Form 16 (from your employer)
Salary Slips (if Form 16 is not available)
Rent Receipts (for HRA exemption)
Investment proofs for Section 80C, 80D, etc.

Other Income Sources

Bank Statement/Passbook for Interest Income
Interest Certificate from Post Office/Bank
Form 26AS & AIS (Download from IT Portal)
Dividend Income details from Stocks/Mutual Funds

Capital Gains (Stocks/Property)

Capital Gains Statement from your Broker
Property Sale/Purchase Deed
Details of improvement cost for property
STCG/LTCG summary for the financial year

Pro Tip:

Always download your **AIS (Annual Information Statement)** and **TIS (Taxpayer Information Summary)** from the Income Tax e-filing portal to cross-verify all your income and TDS details before filing.

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