Documents Required For Filling Income Tax Return

The income tax department has recently extended the last date of the income tax returns 2024-25 to 31st July 2025, and to 15th September 2025. This new ITR filing deadline is for those whose accounts do not need to be audited, like salaried individuals and pensioners.   This extension provides time to gather all the required documents to support your ITR form in a correct manner. In this blog, we will discuss all the essential ITR filing documents for FY 24-25.

What are the Documents Required for ITR Filing?

ITR Filing is required to be filed within the time and requires few supporting documents. Here are some of the ITR filing documents-

• TDS Certificates
• Capital Gains Statement
• Annual Information Statement 
• Form 26As
• Foreign Income and Unlisted Shares
• Interest Certificates and Bank Statements
• Tax-saving Investments and Expense Proof
• PAN, Aadhaar and Bank Account Details

ALSO READ: https://stablemoney.in/blog/updated-income-tax-return-all-you-need-to-know

TDS Certificates-

ITR filing documents include several forms and TDS certificates. Below is the list of TDS certificates- 

Form 16 (Tax deducted from salary)

ITR Form 16 is the most important document required for salaried individuals' ITR filing. Form 16 entails details about the total salary, tax deducted, tax deductions claimed and other details. The employer deducts the tax before the salary is credited to your account. It serves as a certificate of tax deducted on salary for the particular financial year and salaried individuals can verify details filled in the form and on the portal. 

Form 16A:

An additional TDS certificate, which is required to accurately report your earnings, is ITR Form 16A. This includes tax deduction from income from interest on fixed deposits, insurance commissions and others.

Form 16B:

ITR Form 16B is issued by the buyer of the property if its value exceeds Rs.50 lakhs.  Buyers deduct TDS from the payment that was made to the seller and then provide this certificate to the seller.

Form 16C:

ITR Form 16C is a certificate issued by the tenant if the monthly rent exceeds Rs.. 50000. Tenant deducts TDS and issues this certificate to the landlord. 

Capital Gains Statement

If you have sold stocks. mutual funds, etc you need to declare it when filling your income tax return. You can collect capital gains statements from the broker or fund house providing details whether gains are short-term or long-term, with tax applied to it. 

Annual Information Statement and Form 26AS

• Taxpayers can download all the documents like Annual Information Statement (AIS), Form 26AS, Tax Information Summary (TIS) from income tax e-filling portal. 
• Form 26AS serves as a passbook which includes the details about the TDS and TCS for a particular financial year. It reflects the tax deducted and collected from an individual income and expenses of a fixed financial year. 
• AIS is a comprehensive statement which contains savings account interest, dividends, rent received, etc 
• TIS is an AIS summary which presents the same information in categories.

Foreign Income and Unlisted Shares

Having foreign company shares or bank accounts, income from these needs to be reported when filing the ITR. Reporting of foreign assets is mandatory even if the total income is below the basic exemption limit. Taxpayers who own unlisted shares must file ITR-2 and also require details regarding unlisted shares, which include the company name, number of shares purchased and sold during the year.

Interest Certificates and Bank Statements

Banks, post offices and other financial institutions holding deposits issue interest certificates. These certificates need to be collected for FY24-25, which helps to verify the interest income details in AIS. Bank statements are required in order to verify the incomes not reported in AIS, TIS and Form 26AS.

Tax-Saving Investments and Expense Proofs

• Taxpayers planning to file under the old tax regime should collect tax-saving investment details and proofs. 
• Taxpayers can claim deductions under section 80C, 80CCD(1B), 80D, 80DD and 80TTA when opting for the old tax regime. 
• The income tax law allows two deductions for salaried individuals, which include a standard deduction of Rs 75000 and a deduction under section 80CCD(2). 
• These deductions are mostly mentioned in the Form 16 in case salaried individuals have opted for a new tax regime.

PAN, Aadhaar and Bank Account Details

Taxpayers should ensure that their PAN, Aadhaar and bank account details are ready with them when filing the income tax return. These details are required to register or log in to the income tax e-filing portal. The correct PAN and Aadhaar number must be mentioned in the ITR filing form. Taxpayers must also provide all their active bank accounts for the financial year. 

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Conclusion

Filing ITR accurately and on time is not just a legal obligation but also a smart financial practice that ensures smoother processing, quicker refunds, and peace of mind. With the extended deadline of 15th September 2025 for FY 2024–25, taxpayers, especially salaried individuals and pensioners, have a valuable window to gather and verify all necessary documents. Each document for an income tax return plays a crucial role in filing a complete and error-free return. So, use this time wisely, stay organised, and make your ITR filing process hassle-free and efficient.