Documents You'll Typically Need for Income Tax Return Filing
Having the right documents ready in advance makes income tax return filing considerably smoother. While exact requirements depend on your sources of income, the following are commonly needed:
- PAN and Aadhaar details
- Form 16 (for salaried individuals) or income and expense records (for business/professional income)
- Bank account statements for the relevant financial year
- Details of investments and deductions you wish to claim
- Details of any capital gains — property, shares, mutual funds, etc.
- Details of any other income, such as interest or rent received
Requirements vary from case to case. Please avoid emailing sensitive documents through the general enquiry form — once you get in touch, a secure way to share documents will be discussed.
