ITR Document Checklist Generator
Generate a tailored list of documents to file your income tax return — for salaried, freelancer, business, company or LLP — and see the ITR form you are likely to use.
The documents you need to file your income tax return — and the ITR form you file — depend on how you earn. Select your situation to generate a tailored checklist and see the form you are likely to use.
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Your document checklist
- PAN and Aadhaar (linked)
- Bank account details (for refund)
- Form 26AS and AIS (annual information statement)
- Deduction proofs — 80C, 80D, donations, etc.
- Form 16 from each employer
- Rent receipts / HRA proof
- Home-loan interest certificate (if any)
File it with experts
This checklist is a general planning guide based on the taxpayer type and situations you select. The exact documents and the correct ITR form depend on your full income profile, residential status and the latest forms notified for the assessment year. It is not tax advice — have a professional confirm your form and filing before you submit.
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FAQs
Questions, answered
Which ITR form should I file?
It depends on your income sources. Salaried individuals with simple income often use ITR-1; capital gains or multiple properties push you to ITR-2; business or professional income uses ITR-3 or ITR-4; firms and LLPs use ITR-5; companies use ITR-6. The tool suggests a likely form, which a professional should confirm.
What documents do I always need?
At a minimum: PAN and Aadhaar, bank details for any refund, your Form 26AS and AIS, and proof of deductions you want to claim (such as 80C and 80D). The tool adds documents specific to your income type.
I have capital gains — does that change anything?
Yes. Capital gains generally move you to ITR-2 (or ITR-3 if you also have business income) and require broker/AMC statements, sale and purchase details, and proof of any reinvestment exemptions.
Do I report foreign income or assets?
If you are a resident with foreign income or assets, you must disclose them (Schedule FA) and may claim foreign tax credit via Form 67. This requires additional documents and usually ITR-2 or ITR-3 — get professional help.