Income Tax Filing Made Simple, Fast & Accurate

Secure & compliant tax filing for Individuals, Businesses, HUFs and NRIs.

General Documents Required for Income Tax Filing +

📄 Documents Required

PAN (Permanent Account Number)

Essential for every financial transaction and tax-related activity.

Aadhaar (Linked to PAN)

Mandatory for verification and identity matching.

Bank Account Details

Required for refunds and financial verification.

Income-Related Documents

  • Salary Slips: To verify your income from employment.
  • Rent Receipts: If you are claiming House Rent Allowance (HRA).
  • Form 16: Issued by your employer, detailing the tax deducted at source on your salary.
  • Form-16A: For TDS on Income other than salary.
  • Form-16B: For TDS on the sale of the property.
  • Form-16C: For TDS on rent.
  • Form 26AS: Your tax credit statement, which shows all taxes that have been deposited against your PAN.

Deductions & Exemptions Documents

  • Interest Certificates: These are from banks and post offices for savings accounts and fixed deposits.
  • Home Loan Details: If you're claiming deductions on home loan interest.
  • Tax-Saving Investments:
    • Life Insurance
    • Health Insurance
    • PPF / NSC / ELSS
  • Capital Gain Statements (Property/Stocks)
  • Rental Income Proofs
  • Foreign Income & Dividend Proofs
📝 Required Details
  • Full Name, Date of Birth & Contact Information
  • Residential Status for the relevant financial year
  • Details of all income sources (salary, business, capital gains, etc.)
  • Bank account details for refunds (Account Number, IFSC Code)

ITR-1 Return Filing +

ITR-1 is attachment-less; keep documents for verification.

📄 Documents Required
  • Form 16: Provided by all your employers for the relevant financial year.
  • Form 26AS: Ensure that the TDS details in Form 16 match those in Part A of Form 26AS.
  • Receipts: Retain receipts for exemptions or deductions (e.g., HRA allowance or Section 80C/80D deductions) not submitted to your employer on time to claim them directly on your income tax return.
  • PAN Card: Your Permanent Account Number (PAN) card is essential for identification.
  • Bank Investment Certificates: Details of interest earned from bank accounts, such as bank passbooks or fixed deposit certificates.
📝 Required Details
  • Name, Aadhaar & Address
  • Salaried Income details
  • Exemptions & Deductions
  • Bank details for refund

ITR-2 Return Filing +

ITR2 Form is an annexure-less form, so you don't need to attach any documents during submission. But, Before you begin the ITR 2 filing process, make sure you have the following documents and information on hand for hassle-free filing:

📄 Documents Required
  • Form 16/16A: These documents contain information about your salary and tax deductions (TDS).
  • Form 26AS/AIS/TIS: This statement provides crucial details regarding tax credits, TDS (Tax Deducted at Source), and other relevant tax-related data.
  • Bank Statements: Collect bank statements that reflect Income from interest, dividends, or other financial transactions.
  • Capital Gains Details: Gather the necessary transaction documents if you have sold assets like property or stocks.
  • Details of Foreign Assets and Income (if applicable): Collect the relevant documents if you have foreign assets or earned Income abroad.
📝 Required Details
  • PAN, Aadhaar & Contact Details
  • Residential Status
  • Dividend Income breakup
  • Asset and Income sources

ITR-3 Return Filing +

📄 Documents Required
  • PAN & Aadhaar
  • Bank details (A/C No & IFSC)
  • Form 16 (if salaried)
  • Investment proofs
  • Books of Accounts (Business/Profession). Having these documents ready will make the ITR filing process smoother and more efficient.
📝 Required Details
  • Business Nature, GST No. & Turnover
  • Profit & loss details
  • Capital account information
  • Balance sheet details

ITR-6 Filing (Companies) +

No annexures are to be attached for ITR-6 filing.

📄 Documents Required
  • Company PAN Card
  • Financial Statements
  • Tax Paid Challans
  • Form 26AS reconciliation
📝 Required Details
  • Corporate Identification Number (CIN)
  • Director Information
  • Share Capital, Turnover & Profit details

Form 15CA & 15CB Filing +

📄 Documents Required
  • PAN of the remitter and the beneficiary: The Permanent Account Number (PAN) of the remitter and the beneficiary must be provided.
  • Bank Details
  • Invoice / Agreement Copies
  • Past Remittance History
  • CA Certificate (Form 15CB)
📝 Required Details
  • Amount of Remittance
  • Purpose (Service, Royalty, Dividend etc.)
  • Relevant IT Act & DTAA Section
  • Beneficiary Tax Residency Status

TDS Return Filing +

TDS filing is mandatory for employers, companies, firms, HUFs and persons under 44AB audit.

📄 Documents Required
  • TAN Number
  • Challan details of TDS deposited
  • Employee/vendor details
  • Salary or payment statements
  • Form 16 / 16A data
📝 Applicable TDS Categories
  • Salary Payment (24Q)
  • Non-salary Deductions (26Q)
  • Payments to NRIs (27Q)
  • Income from securities
  • Lottery / Puzzle winnings
  • Horse race winnings
  • Insurance commission
  • National savings scheme payments

INCOME TAX NOTICE +

📄 Documents Required
  • Copy of Income Tax Notice
  • Proof of Income:
    • Salary slips
    • Form 16 (Part B)
    • Business income statements
  • TDS Certificates:
    • Form 16 (Part A)
    • Form 16A for non-salary TDS
  • Investment Proofs:
    • LIC premium receipts
    • PPF Passbook
    • ELSS mutual fund statements
    • Tuition fee receipts
  • Bank statements
  • Form 26AS / AIS
  • ITR Acknowledgement
  • Capital gains, rent, loans related documents
📝 Required Details
  • Assessment Year
  • Nature of discrepancy raised
  • Explanation with supporting evidence