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HomeDocument checklistsIncome Tax Return (ITR) Filing

Document checklist · 7 items

Documents required for Income Tax Return (ITR) Filing

For salaried, directors, individuals & companies — all ITR forms — gather these 7 documents before you start the application. Print this page or share with your CA.

1

PAN and Aadhaar

2

Form 16 (salaried) or P&L (business)

3

Bank statements (all accounts)

4

Capital gains statement (broker reports)

5

Investment proofs (80C / 80D)

6

Rent receipts / home loan certificate

7

Last year's ITR (for first-time switchers)

Pro tip

Upload soft copies (PDF) to the FilingLab dashboard once you sign up. Originals are not required — we file with the e-stamped digital copies. Documents must be ≤ 1 year old (utility bills, bank statements).