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Here’s the list of documents
1. PAN Card
2. Aadhaar Card
3. Form 16: This is your salary certificate provided by your employer. It contains your income details for the financial year.
4. Form 16A (if applicable): This form details Tax Deducted at Source (TDS) from other sources like banks on interest earned.
5. Form 26AS: You can download this from the Income Tax Department website. It’s a consolidated statement reflecting your tax payments and TDS throughout the year.
6. AIS/TIS: Annual Information Statement (AIS) or Tax Information Statement (TIS) from your employer, containing details of your salary income and tax deductions.
8. Bank Statements
9. Capital Gains Statements: If you sold any capital assets like stocks, mutual funds, or property during the year, you’ll need documents showing the sale price, purchase price, and any brokerage incurred.
10. House Property Statement: If you receive rental income from property, keep copies of the rent receipts. Apart from it you need Address of Property, Co-owner details, Rent agreement, if any, Ownership details, Interest certificate for loan, Pre-Construction Interest Details, Municipal Tax Receipts, Rental income details etc
11. Freelance Income Records: Maintain records of your freelance income, including invoices and receipts issued to clients.
12. Investment Proofs (for claiming deductions under Section 80C and other sections)
13. Interest Certificates on Fixed Deposits: These might be needed if claiming deductions for interest income.
14. Medical Insurance Premium Receipts: Keep receipts for health insurance premiums paid for yourself, spouse, and dependent parents/children (eligible for deduction).
16. Documents for Repayment of Education Loan.
17. Documents for Business or Profession: If you run a business or profession, maintain records of your income and expenses to calculate net profit.
18. Home Loan Statement
19. School fee receipt for tuition fees: The tuition fee component is allowed as a deduction under section 80C of the Income Tax Act for a maximum of two children.
20. Form-16B/ Form- 16C
[itr, Income tax, documents, CA Sakchi Jain]
#casakchijain #itr | Posted on 05/Jul/2024 19:47:58
