Checklist

Income Tax Return Filing

Keep these personal, deduction, and income-wise details ready for smooth ITR-1 to ITR-7 filing.

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For Income Tax Return (ITR)

General Details

Pan card, Aadhaar Card, Mobile Number, Email Id

Policy number and amount for life insurance, term insurance, health insurance

Home loan and education loan details

Contribution to EPF, NPS, ELSS, Political party

Income Wise Details

Form 16A, and Form 16B

Salary Slips

HRA details (rent paid amount, city name)

Income Wise Details

Business name, nature of activities, address

Books of Accounts (Profit & Loss, Balance Sheet)

Other details as required

Income Wise Details

Profit and Loss statement from broker / demat accounts

Holding statement from broker / demat accounts

Trade report of crypto

Purchase and Sale deed of property sold

Income Wise Details

Interest from FD, RD, Saving bank account, post office

Dividend income

Rental income (Rent agreement)

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