Documents required for Filing IT Returns

A Checklist of Documents required for Filing IT Returns.

Documents Required for Income from Salary

1. Form 16

2. Salary Certificate/Details

Documents Required for House Property Income

1. Rental Income details

2. Municipal Tax/Property Tax payment proof

3. Interest Certificate for loans

For Business/Profession Income

1. Books of Accounts

2. Trial Balance

3. Opening & Closing Stock details

4. Financial Statements

5. Audit Report/Certificates, if required to be audited/certified

For Capital Gains

1. Document evidencing Sale Consideration (or) Fair Market Value (in certain cases)

2. Transfer Expenses incurred proof

3. Document evidencing Cost of Acquisition of the Asset (or) Fair Market Value (in certain cases)

4. Document evidencing Cost of Improvements

For Income from Other Sources

1. Details of Investments (or) Sources and returns therefrom

2. Winnings, Gifts, etc.

3. Other Incomes details, including those to be clubbed in the hands of assessee

For Agricultural Income

1. Patta, Chitta Adangal, Pass Book and other Documents

2. Extent of Land owned, Nature of Crops raised, etc.

If you claim any Deductions

1. Investment/Payment details for Section 80C, 80CCC & 80CCD deductions

2. Certificates for certain Medical Expenses, if claimed – Section 80D, 80DD, 80DDB & 80U

3. Details of Donations made & Receipts thereto – Section 80G, 80GGA, 80GGB & 80GGC.

4. Education Loan Repayment details.

5. Local Authority Certificate (in certain cases) for claiming exemption under sections 80IA & 80IB

6. Proof of Location for certain cases of Section 80IA & 80IB

7. Audit Reports/Certificates for certain deductions from section 80IA to 80RRB

8. Certificates for Section 80QQB & 80RRB

For Tax Relief claim

1. Proof of payment of STT

2. TDS/TCS Certificates

3. Advance Tax payment Proof

4. Self Assessment Tax Paid Proof

Additional Documents Required for Indian tax Computation & Return Filing,

1. PAN Card Copy

2. Partnership Deed

3. MoA/AoA/CoI/CoCoB – for Companies

4. Trust Deeds

5. Agreements evidencing creation of an entity for JVs, Associations, etc.