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 16s – Multiple incase you switched jobs mid year
2. Form 26-AS – to cross check TDS deduction on any other income, if any
3. Full and Final (F&F) Settlement Sheet – if you switched jobs mid-year
4. Joining Bonus details – If you received a joining bonus when you switched jobs


Unlikely documents will on by required depending on case by case
1. Form 10e – if you have salary in arrears or advance
2. Travel bills – to claim Leave Travel allowance. 
3. PF Withdrawal details – incase you have drawn out funds from your provident fund
4. 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 all Properties from which you are earning rent
2. Rent Agreements of all properties you are earning rent
3. Owner or co-owner details of all properties
4. TDS on Rent/Form 16A or 16C
5. 
Property tax or house tax receipts of all properties
 
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
5. 
Pre-construction details 
 
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 FD (TDS Certificate – Form 16A)

 

Unlikely documents will on by required depending on case by case

1. National Saving Certificates
2. Agricultural income details
3. Lottery winning
4. Clubbed income
5. 
Dividend income/ warrants (Bank statements)


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