Mandatory Documents to file your Taxes

1. Pan Card

2. Aadhar Card

3. Bank Account Details including IFSC Code

4. Self Assessment Tax Challan details – you will need to provide this after we determine your tax liability.

 

Documents to determine Income from Salary


Likely Required Documents

1. Form 26AS – to cross check TDS deduction on any other income

2. Form 16 – salary income details, if salaried after retirement


Unlikely documents will on by required depending on case by case
1. Travel bills –   to claim Leave Travel allowance.  
2. PF Withdrawal   details – incase you have drawn out funds from your provident fund
3. Pension   Certificate – if you draw a pension

 

Documents related to your House Property


To calculate rent income earned from single property owned
1. Address of   Property
2. Rent Agreement   
3. Owner or   co-owner details
4. TDS on   Rent/Form 16-A or 16-C
5. Property tax   or house tax receipts 
 
To claim deduction against Housing Loan
 
Usually required documents
1. Interest certificate in case of loan
2. Re-payment schedule 
3. Ownership Details of property
4. Address of property
 
To claim unclaimed HRA
1. Rent Agreement
2. Rent Receipts 


Documents to determine your Income from Other Sources


Likely required documents
1. Bank Statements
2. Interest from Fixed Deposits (TDS Certificate – Form 16A)

 

Unlikely documents will on by required depending on case by case

 1. Interest earned from National Saving Certificates


Documents to claim Deductions


To claim deductions under section 80C – if you   have made any one of these investments furnish documents for the same
1. Public Provident Fund
2. National Saving Certificate
3. ULIPS
4. Equity Link saving scheme (ELSS)
5. Contribution to Provident fund
6. Children’s School tution fees
7. Principal repayment on housing loan.
8. Stamp duty and registration charges, incase you have purchased a property
9. Tax saving investment in FD


Unlikely investment options for tax deduction
1. Taxing saving donation receipts 
2. Senior Citizen Saving scheme
3. Education Loan Interest Payment under section 80E
4. Investment in Sukanya Samriddhi Yojana