Common Income-Tax Documents
A general checklist of documents that are commonly needed for income-tax return preparation.
Having your documents organised in advance can make income-tax return preparation considerably smoother. The exact documents you need depend on your sources of income and applicable tax law for the relevant year — this is a general checklist, not a complete or personalised list.
Commonly required documents
- Form 16 (for salaried individuals) or salary slips
- Bank statements for the relevant financial year
- Form 26AS / Annual Information Statement (AIS), where applicable
- Investment proofs relevant to any tax deductions you plan to claim
- Details of any other income (interest, rent, capital gains, etc.)
- Details of any loans relevant to tax purposes (e.g., home loan interest certificates)
- PAN and Aadhaar details for identification purposes (never share these over WhatsApp or this website's contact form — see our note on sensitive information)
This list is general in nature. Your actual requirement depends on your specific facts and current tax law. Steady Path can help you organise the documents relevant to your situation as part of its income-tax assistance service.
Have a question about this?
This article is general education, not personal advice. Talk to Sh. Rajinder Singh about your specific situation.