← All posts · 09 Oct 2026 · CA Vikram Arora

ITR Filing Checklist: 10 Documents to Keep Ready

Most delays in filing an income tax return come from documents that turn up late. Keep these ready:

  1. PAN and Aadhaar (linked)
  2. Form 16 from every employer during the year
  3. Form 26AS and the Annual Information Statement (AIS)
  4. Bank interest certificates for savings and fixed deposits
  5. Capital gains statements from your broker and mutual funds
  6. Rent receipts and landlord PAN if you claim HRA
  7. Investment proofs for section 80C (PPF, ELSS, LIC, tuition fees)
  8. Health insurance premium receipts (section 80D)
  9. Home loan interest certificate
  10. Details of foreign assets or income, if any

Compare AIS before you file

The department pre-fills much of your return from the AIS. If a figure there is wrong, give feedback on the portal first, so your return and the department's records match.

This article is general information, not advice for your specific case.