Document Checklist

  1. PAN or Details as per PAN: PAN Number, Name, Date of Birth and Father's Name.

  2. Aadhar Details as per Aadhar: Aadhar Number, Address with PIN code.

  3. Form 26AS for AY 2020-21: Guide to download Form 26AS.

  4. Bank Statements for the financial year.

  5. IFSC Code if not mentioned in the bank statement.

  6. ITR Form (not ITR-V) of previous Financial Year: Guide to download ITR Form.

  7. Trading Statements from all brokerage houses (eg: Tax P&L report from Zerodha or Consolidated Investment Portfolio)

  8. Fund balance with brokers as on 31st March 2020

  9. Challans for Self-Assessment Tax & Advance Tax payment (if any)

  10. DSC Application:

    • Mobile linked with Aadhar

    • If mobile is not linked with Aadhar, provide copy of PAN, Aadhar & passport size photo

    • Shipping address for DSC token

Salary Income

  1. Form 16 received from all employers for AY 2020-21

  2. Pension Statement

House Property Income

  1. Address of the property

  2. Name and PAN of Tenant

  3. Co-owner details in case the property is co-owned

  4. In case of house / property loan - Interest certificates / repayment certificate from bank

  5. Challan of Municipal taxes paid on property if any

  6. Total Rent receipts in case the Hose property is rented out

Capital Gains

  1. Sale of land or building - Sales & Purchase deeds, stamp duty valuation, details of improvement costs

  2. Sale of Securities - trading statement, holding statement as on 31st March and FMV (Fair Market Value) as on 31st January 2018

  3. Sale of other capital assets - Cost of Purchase, Cost of Improvement & Sales receipts

  4. Details of expenses incurred on transfer of Capital Assets

  5. Capital gains deposit account details if any

Other Incomes

  1. Savings account statements, Savings interest certificate, FD interest certificate and interest on Income Tax Refund

  2. Interest certificates for deposits/bonds/NSC PPF

  3. Dividend warrants/counterfoils

  4. Dividend received from foreign companies

  5. Rent agreement in case of let out machinery

  6. Details about receipts of any other incomes 

Foreign Income & Assets

  1. Details of foreign income and taxes deducted on the same

  2. Details of Assets held outside India including the foreign Bank Accounts

Chapter VI-A Deductions

  1. PPF Statement

  2. Fixed deposit certificates/statements

  3. Mutual fund NAV statements

  4. ELSS/ULIP/NSC investment details

  5. Life insurance premium receipts

  6. Medical insurance premium receipts

  7. Preventive health checkup details

  8. Medical expenditure receipts in case of Senior Citizens

  9. Pension fund/ National pension scheme statement

  10. House/property loan interest certificate/repayment statement 

  11. Education loan interest certificate/repayment statement

  12. Tuition fees paid

  13. Donation receipts

  14. Certificate from specified medical authorities in case of disability

  15. Receipts/proof of any other tax saving investment/contributions