Document Checklist
- PAN or Details as per PAN: PAN Number, Name, Date of Birth and Father's Name.
- Aadhar Details as per Aadhar: Aadhar Number, Address with PIN code.
- Form 26AS for AY 2020-21: Guide to download Form 26AS.
- Bank Statements for the financial year.
- IFSC Code if not mentioned in the bank statement.
- ITR Form (not ITR-V) of previous Financial Year: Guide to download ITR Form.
- Trading Statements from all brokerage houses (eg: Tax P&L report from Zerodha or Consolidated Investment Portfolio)
- Fund balance with brokers as on 31st March 2020
- Challans for Self-Assessment Tax & Advance Tax payment (if any)
- 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
- Form 16 received from all employers for AY 2020-21
- Pension Statement
House Property Income
- Address of the property
- Name and PAN of Tenant
- Co-owner details in case the property is co-owned
- In case of house / property loan - Interest certificates / repayment certificate from bank
- Challan of Municipal taxes paid on property if any
- Total Rent receipts in case the Hose property is rented out
Capital Gains
Sale of land or building - Sales & Purchase deeds, stamp duty valuation, details of improvement costs
Sale of Securities - trading statement, holding statement as on 31st March and FMV (Fair Market Value) as on 31st January 2018
Sale of other capital assets - Cost of Purchase, Cost of Improvement & Sales receipts- Details of expenses incurred on transfer of Capital Assets
- Capital gains deposit account details if any
Other Incomes
- Savings account statements, Savings interest certificate, FD interest certificate and interest on Income Tax Refund
- Interest certificates for deposits/bonds/NSC PPF
- Dividend warrants/counterfoils
- Dividend received from foreign companies
- Rent agreement in case of let out machinery
- Details about receipts of any other incomes
Foreign Income & Assets
- Details of foreign income and taxes deducted on the same
- Details of Assets held outside India including the foreign Bank Accounts
Chapter VI-A Deductions
- PPF Statement
- Fixed deposit certificates/statements
- Mutual fund NAV statements
- ELSS/ULIP/NSC investment details
- Life insurance premium receipts
- Medical insurance premium receipts
- Preventive health checkup details
- Medical expenditure receipts in case of Senior Citizens
- Pension fund/ National pension scheme statement
- House/property loan interest certificate/repayment statement
- Education loan interest certificate/repayment statement
- Tuition fees paid
- Donation receipts
- Certificate from specified medical authorities in case of disability
- Receipts/proof of any other tax saving investment/contributions