Documents requiried for ITR filling A.Y.2025

For Income Tax Return (ITR) filing for Assessment Year (A.Y.) 2025–26 (i.e., Financial Year 2024–25), here is a list of common documents required based on your income sources:

✅ General Documents (For All Taxpayers)
PAN Card

Aadhaar Card

Form 16 (from employer, if salaried)

Form 26AS (tax credit statement)

AIS (Annual Information Statement) and TIS (Taxpayer Information Summary) from the Income Tax Portal

Bank account details (including IFSC code) – for refund, if any

???? If Salaried
Form 16 (issued by employer)

Salary slips

Details of tax-saving investments (under Section 80C, 80D, etc.)

House Rent Receipts, if HRA claimed

Home loan certificate, if applicable (principal and interest breakup)

???? If Self-employed or Freelancer
Details of income and expenses

Balance sheet and Profit & Loss Account

GST returns (if applicable)

Form 26AS/AIS for TDS details

???? Income from Other Sources
Interest certificates from banks/post office

Details of dividends, capital gains, or stock transactions

Rental income (along with property details and municipal taxes paid)

Mutual Fund statements (for capital gains/losses)

Form 10E (if claiming relief under Section 89)

???? If Claiming Deductions
Investment proofs:

LIC, PPF, ELSS, NSC, etc.

Medical insurance (Section 80D)

Education loan interest (Section 80E)

Donations (Section 80G)

Home loan interest certificate

Education fees receipts

???? If NRI
Passport & visa details

Details of foreign income

Details of assets held in India

NRE/NRO account statements