File Your Income Tax Return (ITR)

A quick note on security

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Your Details

Full Name

Phone Number

Email Address

Remarks / Additional Notes

General Documents

PAN Card

Aadhaar Card

Form 16 (issued by employer)

Salary Slips (if required)

Bank Account Details & Statement

Interest Certificate from Bank/Post Office

Form 26AS & Annual Information Statement (AIS)

Details of Tax Saving Investments (80C, 80D, NPS, etc.)

Home Loan Interest & Principal Certificate

Capital Gain Statements (Shares, Mutual Funds, Property, etc.)

Foreign Income / Asset Details (if applicable)

For Capital Gain Cases

Purchase & Sale Deeds

Broker Statements

Mutual Fund / Share Transaction Statements

Cost of Improvement Documents

Stamp Duty & Registration Details

Tax P&L Statement (Zerodha, Groww, Upstox, etc.)

A quick note on security

Your Details

General Documents

For Capital Gain Cases

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