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ITR Filing: The process for filing Income Tax Returns has officially begun. The deadline for this is July 31. Find out here exactly which documents you are required to have in hand to file your ITR.

ITR Filing: For the Financial Year 2025-26, the deadline for filing Income Tax Returns (ITR) for individuals whose accounts are not subject to audit has been set for July 31, 2026. If you fail to file your return by July 31, 2026, you may be liable to pay a late filing fee during the assessment year. Therefore, if you are filing your ITR for the very first time, the first thing you should do is familiarize yourself with the specific documents—or paperwork—you will need during this process.

What Documents Are Required for ITR Filing?

Aadhaar Card
PAN Card
Bank Statements
FD Interest Certificates
Investment Proofs
Rent Receipts or HRA Records
Form 16
Form 26AS & AIS
Capital Gains Report
Home Loan Interest Certificates
Documents related to any other sources of income (if applicable)

Why Are So Many Documents Necessary?

To file your ITR, the first step is to keep your PAN and Aadhaar cards handy; furthermore, it is mandatory that your PAN and Aadhaar be linked. Additionally, your mobile number and email ID must be updated and correctly reflected on both of these identity proofs. If you are a salaried employee, Form 16 is essential. Form 26AS contains details regarding TDS (Tax Deducted at Source) and TCS (Tax Collected at Source), making it another crucial document. It is worth noting that the AIS (Annual Information Statement) provides a comprehensive record of interest income, share transactions, and various other financial transactions. You should also keep your bank statements and interest certificates ready. Finally, if you intend to claim exemptions under the Old Tax Regime, ensure you have the necessary documents for investments such as PPF, ELSS, SSY, Life Insurance Premiums, and Home Loan Repayments readily available. Those claiming House Rent Allowance (HRA) should carefully preserve their rent receipts and rent agreements. Furthermore, if you have invested in shares, mutual funds, property, or gold, keep the associated purchase and sale records and statements ready. Please note: never enter incorrect bank details. Additionally, avoid the mistake of concealing your income. Forgetting to claim deductions or selecting the wrong ITR form can also prove costly for you.