Income Tax return filing

Documents you need:

To file an income tax return in India, you will need several documents and information. The exact list of documents may vary based on your specific circumstances, such as the sources of income, deductions, and exemptions applicable to you. However, here is a comprehensive list of commonly required documents:

1. Personal Information:

• PAN (Permanent Account Number) card
• Aadhaar card
• Contact details (address, phone number, email)

2. Income Documents:

• Form 16: Provided by your employer, it summarizes your salary income, deductions, and taxes paid.
• Form 16A: For income from sources other than salary, such as interest, dividends, or rental income.
• Form 26AS: Tax credit statement showing taxes deducted at source (TDS) and other tax payments.
• Bank statements: Showing interest income, deposits, and withdrawals.
• Rental agreement: If applicable, for rental income.
• Dividend certificates: If applicable, for dividend income.
• Capital gains statements: If applicable, for income from the sale of assets.

3. Deduction and Exemption Documents:

• Investment proofs: Receipts and statements for investments made under various sections (e.g., Section 80C, 80D, 80G).
• Home loan statement: If applicable, for claiming deductions on principal and interest repayments.
• Medical bills: If applicable, for claiming medical reimbursement or deductions.
• Donations: Receipts for donations made to eligible charitable organizations.
• HRA (House Rent Allowance) details: If applicable, for claiming HRA exemption.

4. Business and Profession Documents (if applicable):

• Business income and expense statements
• GST returns and statements
• Books of accounts
• Invoices and receipts

5. Other Documents:

• Bank account details: Account number, IFSC code, and branch address.
• Aadhaar-linked mobile number: To receive OTPs for account creation and authentication on the income tax website.

Please note that this is a general list, and additional documents may be required based on your specific circumstances.

Websites that will assist you in filing your income tax return and provide further information and resources include:

1. Income Tax Department of India: https://www.incometaxindia.gov.in
2. e-Filing Portal: https://www.incometaxindiaefiling.gov.in