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Documents required for Income Tax Return filing in 2025: Key things to know

Upstox
By Upstox News Desk

2 min read | Updated on September 12, 2025, 13:19 IST

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SUMMARY

Maintaining essential documents, like investment proofs for deductions and supporting documents like rent receipts for HRA claims, helps in accurate declaration of income and deductions and ensures timely filing of ITR to avoid penalties and other charges.

documents required for ITR filing, ITR filing checklist, income tax return documents

The ITR filing deadline for AY26 is September 15, and it is advised to file before the due date to avoid penalties and other charges.

ITR Filing 2025: The deadline to file your income tax return (ITR) is September 15 this year, instead of July 31 like usual. Filing ITR before the due date can save you from many penalties and can help you avoid losing benefits like carrying forward losses and claiming deductions.

It’s important to remember that the ITR filing process is fairly automated, and the e-filing portal has many pre-filled ITR forms. However, some incomes, like capital gains, and details need to be filed manually.

Documents needed for ITR filing

Here is the list of documents you should keep handy while filing ITR:
  • PAN Card
  • Aadhaar Card
  • Bank account details, including IFSC code and account number
  • Form 16 for salaried individuals (must have been issued by your employer)
  • Form 26AS (Annual Tax Statement)
  • Annual Information Statement (AIS)
  • Capital gains statements
  • Tax-saving investment proof
  • Investment proofs for deductions
  • Supporting documents like rent receipts (for HRA) or interest certificates (for home loans)

"The 2025 Income Tax Return (ITR) documents are an essential move towards good financial management. To experience a smooth and trouble-free filing, taxpayers need to get a few key documents ready prior, such as securely integrated PAN and Aadhaar cards (if they have), Form 16, Bank statements, Form 26AS and the Annual Information Statement for income tracking declaration of transactions," said CA Siddharth Maurya, Founder & Managing Director of Vibhavangal Anukulakara Private Limited.

Ensure that you have these documents with you when you file your ITR to accurately declare your income and determine tax liability. Further, it’s advised to file ITR before the deadline, as near the due date, the IT department receives many filings, which causes a delay in refund processing. Now, there are only a few days left before the deadline, which makes it all the more important for the taxpayers to sort their tax affairs and file their ITR.
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About The Author

Upstox
Upstox News Desk is a team of journalists who passionately cover stock markets, economy, commodities, latest business trends, and personal finance.