income tax

Documents required for filing income-tax returns

tax regime

JuLY 10, 2024

income tax returns

PAN is the most important document for filing ITR. It is also mandatory for individuals to link PAN with Aadhaar. 

tax regime

PAN and Aadhaar

documents

If you are a salaried individual, you need Form 16 from your employer to file ITR. 

tax regime

Form 16 

tax filing

For non-salary income such as interest, dividend and rent, you will need TDS certificates that mention the tax deducted at source. 

tax regime

TDS certificate

For interest income on which TDS has not been deducted, such as interest on post office schemes and government bonds, you’ll need interest certificates.

tax regime

Interest certificates

If there are any capital gains or dividends from shares and mutual funds, they must be reported on the ITR. Keep your capital gains statement handy while filing ITR.

tax regime

Capital gains statement

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Satya Nadella
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