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Filing your Income Tax Return (ITR) doesn't have to be a last-minute scramble. The secret to a smooth filing experience is having all your documents organized beforehand. Here is the definitive checklist for the assessment year 2025-26.
1. Essential Identity Documents
- PAN Card (Mandatory)
- Aadhaar Card (Must be linked with PAN)
- Bank Account Details (Account Number & IFSC for all active accounts)
2. Income Certificates
- Form 16: Provided by your employer for salary income.
- Form 16A: For TDS deducted on interest income from banks/Fds.
- Form 26AS: Annual consolidated tax statement available on the e-filing portal.
- AIS/TIS (Annual Information Statement): The most comprehensive record of your financial transactions.
3. Investment Proofs (For Old Regime)
If you are opting for the Old Tax Regime, ensure you have receipts for:
- Section 80C: LIC, PPF, ELSS, Children's tuition fees.
- Section 80D: Health insurance premium receipts.
- Section 24: Home loan interest certificate from your bank.
- Rent Receipts: For claiming HRA exemption.
Expert Tip: Even if you are filing in the New Regime, keep these documents safe for at least 6 years to respond to any potential departmental queries.
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