A complete, practical checklist of the documents you need before filing your income tax return — for salaried employees, freelancers, and business owners.
For Everyone
- PAN and Aadhaar
- Form 26AS and Annual Information Statement (AIS)
- Bank account details for refund credit
For Salaried Employees
- Form 16 from your employer
- Rent receipts if claiming HRA
- Home loan interest certificate, if applicable
For Freelancers and Business Owners
- Books of account or income/expense summary
- GST returns filed during the year, if registered
- Bank statements for the financial year
For Everyone with Investments
- Section 80C investment proofs (PPF, ELSS, life insurance)
- Section 80D health insurance premium receipts
- Capital gains statements from brokers or mutual fund houses
Missing documents are the most common reason ITR filing gets delayed past the deadline. Sharing this checklist with our ITR filing team in Gurgaon or ITR filing team in Delhi NCR upfront speeds up the entire process.
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Written by DMCGlobal Advisory Team
Our advisory board comprises highly qualified Chartered Accountants, industry-leading consultants, and tax experts dedicated to streamlining financial management, audit preparedness, and corporate advisory solutions globally.
