Key Docs Required for filing Income Tax Returns of Salaried Individual –
⦁ Form 16 – Issued by the employer.
⦁ Income Tax Login Details – Required to upload the return and check form 26AS for any other income and its correctness.
⦁ In case home loan is taken from a bank or financial institution, then a housing loan interest statement is required.
⦁ In case trading/investment is made in shares or mutual funds, then – Profit and loss statement for the year or capital gain report (used by some broker) is required.
⦁ Details of NSC / KVP or any other investment made under section 80C – It includes any life insurance premium,, any Tax saver FDs, Public Provident Fund, etc.
⦁ Form 16A is issued by banks in case there is a Fixed Deposit.
Health insurance premium receipts.
Investment details in NPS.
Other than this, some case-specific documents include –
⦁ In case a property is sold, then a sale deed & purchase deed is required for tax calculations.
⦁ Currency / Commodity trading P&L.
⦁ Future & Options Trading P&L.
⦁ Rental Income – Rent Agreement is advised in this case.
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