ITR FILING DOCUMENT CHECKLIST
For Financial Year 2025-26 (Assessment Year 2026-27) · Individuals & HUF · Due date 31 July 2026 (non-audit)
Identity & Basic Details
- ☐ PAN card and Aadhaar (ensure PAN-Aadhaar are linked)
- ☐ Bank account number and IFSC for refund (pre-validate on the portal)
- ☐ Registered mobile number and email for OTP-based e-verification
- ☐ Copy of last year’s ITR-V / acknowledgement for reference
Income Documents
- ☐ Form 16 (Parts A & B) from every employer during the year
- ☐ Salary slips and rent receipts / HRA proof if claiming exemption
- ☐ Form 16A for TDS on interest, commission or professional fees
- ☐ Interest certificates from banks, post office and NBFCs (savings + FD/RD)
- ☐ Capital gains statement from broker / mutual fund (equity, debt, property)
- ☐ Rental income details and municipal tax paid on let-out property
- ☐ Dividend statements and details of any foreign income / assets
Deduction & Tax Proofs
- ☐ Section 80C proofs – LIC, PPF, ELSS, tuition fees, principal repayment
- ☐ 80D medical insurance premium receipts (self, family, parents)
- ☐ Home loan interest certificate for Section 24(b)
- ☐ 80E education loan and 80TTA / 80TTB interest deduction details
- ☐ Donation receipts with 80G and the donee’s registration number
Reconciliation
- ☐ Download and cross-check Form 26AS for TDS/TCS and tax paid
- ☐ Download AIS and TIS and reconcile every reported transaction
- ☐ Challans for advance tax / self-assessment tax paid
- ☐ Choose the correct regime (old vs new) and the right ITR form (ITR-1 to 4)
Verify the return within 30 days of filing through Aadhaar OTP, net-banking or by sending the signed ITR-V to CPC Bengaluru, otherwise the return is treated as not filed.