Income tax department
For taxpayers in the country, now the Income Tax Return File has been extended till 15 September 2025 for the financial year 2024-25 i.e. assessment year 2025-26. Let us know that if you are also preparing for the filing, then what are the important documents that you should have.
PAN card, Aadhaar number and passbook
Under Section 139AA of the Income Tax Act, a valid and operational PAN number, which is linked to Aadhaar, is mandatory. Apart from this, bank account details such as account numbers and IFSC code are also necessary so that refund claims can be made and received.
Tax deduction certificate
Important certificates and documents related to tax deductions such as Forms 16 (Salary Details), Form 16A (Non-Service TDS data) and consolidated Form 26AS are very important. These documents give complete information about tax deducted at -source (TDS), advance tax and refund and are basic for income tax filing.
AIS and TIS
In addition to Form 26AS, you should login to the e-filing portal and download your Annual Information statement (AIS) and Taxpayer Information Summer (TIS). They help verify income sources, deductions, dividend details and credits.
Investment proof and deductions
Section 80C, 80D, 80E, housing loan interest, rent agreement, insurance policy number details and charitable institutions such as hospitals, Original receipts of donation given to NGOs should be kept. Especially in the old tax regime, these documents are very important.
Capital gains and asset statements
Ask for capital gains statements from your broker, asset management company or registrar, which contains details of equities, mutual funds, property sales and share buybacks. These will help your chartered accountant to calculate the total tax liability.
Foreign Income and Assets Documentation
If you have earned income abroad or have assets there, then keep the entire details of bank account statements, form 67 and foreign investment or property. These correct taxes are necessary for calculation, filing and legal compliance.
Last tax returns and audit reports
Last year’s Returns, Audit Report Details (Form 3CB-3CD) and International or Specified Domestic Transactions reports (Form 3C) are necessary in the applicable cases.