Mark documents as you collect them
Disclaimer: The documents shown below are a general guidance and for personal use only. Please consult your tax advisor for entire applicable list and calculations.
| Document | Purpose / Notes | Done | N/A |
|---|---|---|---|
| Form 16 (Part A & B) | TDS certificate from employer | ||
| Salary Slips (All months) | To verify allowances, perks, exemptions | ||
| Form 12BB | Declaration submitted to employer for deductions | ||
| Rent Receipts & Landlord PAN | If claiming HRA exemption |
| Document | Purpose / Notes | Done | N/A |
|---|---|---|---|
| Rental Agreement | Registered or notarized rent agreement | ||
| Rent Receipts (Monthly/Annual) | Signed receipts from tenant | ||
| Home Loan Interest Certificate | From bank for self-occupied or let-out property | ||
| Co-ownership Details | If property is co-owned | ||
| Municipal Tax Paid Receipt | For 30% standard deduction claim |
| Document | Purpose / Notes | Done | N/A |
|---|---|---|---|
| CDSL Capital Gains Statement | For equity shares, ETFs, bonds in demat | ||
| NSDL Capital Gains Statement | For shares held with other depository |
| Document | Purpose / Notes | Done | N/A |
|---|---|---|---|
| CAMS Capital Gains Statement | Mutual funds serviced by CAMS | ||
| KFintech Capital Gains Statement | Mutual funds serviced by KFintech |
| Document | Purpose / Notes | Done | N/A |
|---|---|---|---|
| Other RTA / Broker Statements | For unlisted shares, pre-IPO, ESOPs, etc. |
| Document | Purpose / Notes | Done | N/A |
|---|---|---|---|
| Property Sale Deed & Cost Records | Sale agreement, old purchase deed, improvement costs, indexation proof | ||
| Section 54 / 54F Exemption Documents | New house purchase/construction proof if claiming exemption |
| Document | Purpose / Notes | Done | N/A |
|---|---|---|---|
| Capital Gains Bonds (54EC) | NHAI, REC, PFC, IRFC bonds allotment proof & investment certificate |
| Document | Purpose / Notes | Done | N/A |
|---|---|---|---|
| Interest Certificates (Savings/FD/RD) | Form 16A if TDS deducted | ||
| Dividend Warrants / Statements | From Indian companies & mutual funds | ||
| Lottery / Game Show Winnings | With TDS certificate if applicable | ||
| Taxable Gifts Received | Above ₹50,000 from non-relatives | ||
| Freelance / Professional Receipts | Invoices + Form 16A if TDS deducted | ||
| Family Pension | Bank statement or pension order |
| Deduction | Details | Collected | N/A |
|---|---|---|---|
| Section 80C (Max ₹1.5 lakh) | LIC, PPF, ELSS, NSC, Tuition, Home loan principal, etc. | ||
| 80CCD(1B) - NPS Additional | Up to ₹50,000 extra in NPS | ||
| Section 80D - Health Insurance | Self, family, parents (senior citizen benefit) | ||
| Section 80E - Education Loan Interest | No limit, for 8 years | ||
| Section 80G - Donations | With 50%/100% deduction receipts | ||
| Section 80TTA / 80TTB | Savings interest (₹10K / ₹50K for seniors) |
| Document | Description | Verified | N/A |
|---|---|---|---|
| Form 26AS | Must match with all TDS/TCS | ||
| Annual Information Statement (AIS) | Check for high-value transactions, interest, dividends | ||
| TCS Statements | LRS, car purchase, foreign tour, etc. | ||
| Advance Tax Challans | All 4 installments if applicable | ||
| Self-Assessment Tax Paid | Challan before filing ITR |