Informations & Documents Required before filling ITR

Hello Friends,

My this blog is related to tell you about What information & documents required to collect before filling ITR (Income Tax Return)?




You must have all the documents or information before filing the income tax return. This will make it easier for you to file a return and there will be no chance of making a mistake. Also if you do not have the required documents and information then your ITR may get stuck. So, be sure to take out these below important documents/details before filing ITR:

First Time ITR fillers:

If you are filling your return first time then you have to be the following information required for filling your ITR:

  • PAN Card
  • Aadhaar Card with complete Address
  • E-Mail ID
  • Mobile Number
  • Bank Account Details (Bank Name, Account Number, Account Type, IFSC Code)
  • Then register yourself on Income Tax Portal (https://www.incometaxindiaefiling.gov.in) and Create User ID & Password.
After that following details is necessary to arrange before filling ITR.
with the your Income Tax Portal Login Details (User ID & Password)

  • Income Details 

Form-16/Salary/Pension 

If you are from Salaried class then this is a very important document to file ITR. Form 16 is a certificate containing information on TDS deducted from the employee's salary. This also shows that the institute has deducted TDS and submitted it to the government. If you don't have Form 16 then collect your Salary or Pension details from Salary Slip/Bank Account etc.

Income from House Property: If you have a rented property then collect all the details of Rent along with the PAN and Address details of the Tenant. If you have any home loan then collect Home Loan Statement also.

Income from Capital Gain: If you have make any Capital Gain/Loss on the sale of any immovable property, shares, mutual fund during the financial year then you have to collect the same.

Income from Business or Profession: If you have any income from business or profession then you have to check the same.

Income from Other Sources:

Taxpayers will also have to provide information about their interest income from savings account, fixed deposit or other source of interest. Under section 80 TTA, discount can be availed on interest income up to Rs. 10 K.

  • Income tax Exemptions/Deductions/Rebates

You can avail tax exemption from all investments and expenses made under sections 80C, 80CCC and 80CCD (1), 80D, 80G and all other deductions (80C to 80U) during the financial year. You need to check all the Rebates provided by the Income Tax Department.

  • TDS Certificates (Form16A/16B/16C)/26AS
If you have any TDS deducted other than salary then you have to collect TDS Certificates or 26AS Form which is like your Tax Passbook in which all Deducted TDS by others on your PAN, Advance Tax and Self Assessment Tax paid by you are available in it.

I hope it will be helpful to you.

Thanks and Regards

Kulvinder Kaur
B.Com(H), MBA(Finance)
9871580806,8826566751
rightsteptoinvest@gmail.com

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