AY 2015-16: Document required for Income Tax return Filing..

Income Tax return filing is easy & less time consuming , if anyone keep ready all necessary documents with him/her, have listed main documents which are required to file Income tax return.

Note that these documents are required only for reference purpose & not required to be attached with the Income tax return. However you should keep this document in Your Income Tax return file for future references about 5 years from financial year.

Main document required for Income Tax return Filing - General

1.     PAN Card 

2.     Bank Account Details

   3. TDS certificates (if TDS has been deducted by other)

   4. Tax payment challans  (Self-assessment, advance income tax, if you have deposited the same)

   5. Passport                     

    In case of revised return / return in response to a notice received from Department of Income-tax - You need the details of Original return / details of notice

For Salary Income person.

1.     Form 16

2.     Salary Certificate received from the Employer

For House Property owner..

1.     Address of the property.

2.     Co-owner details (if property is co-owned)

3.     Interest certificate issued by bank or housing finance company for housing loan

4.     Rent details

5.     Property Tax

For Capital Gains people

1.     Sale deed of the property including stamp valuation of the property (for land / or property -building).

2.     Purchase deed of the property including stamp valuation of the property (for land / Property- building)

3.      Documents for cost of improvement on the property (if improvement is done)

For share trader..   

Stock statement in case of trading in shares etc. (specifying sale value of shares, specifying purchase value of shares)

    In case of other capital asset

1.     The cost of purchase

2.      sale value & cost of improvement if any

3.      Details of expense incurred on transfer

4.     Re-investment purchase deed for claiming exemption from Capital Gains

5.     Details of investment in Capital Gains Accounts Scheme

Other income Sources

1.     Bank Passbook

2.     Bank Passbook Statement

3.      Interest income certificate (deduction of Saving bank interest up to Rs. 10.000 under section 80TTA is available) 

4.     Public provident fund (PPF) passbook for interest (you may show PPF interest under exempted Income on yearly basis or at the time of maturity)

    Dividend warrants /amount

   1. Interest certificates on bonds

   2. Details of accrued interest on National Saving Certificate (NSC) during the financial year.

   3. Receipts of any income from winning of lottery, horse races etc.

Income Tax Savings Investments

1.     Life insurance payment receipts

2.     Health insurance payment receipts

3.     PPF passbook

4.     Bank fixed deposit receipts (Eligible for section 80C up to Rs. 1.5 lac)

5.     Repayment certificate for housing loan

   6. Deposit receipts for senior citizen saving scheme. (If 

    7. Tuition fees receipts

    8. Donation receipts (along with PAN of the donnee - for section 80G)

    9. ELSS Mutual fund Investment details

  10.  Any other income tax saving investment receipts / or proof

Note: The above proofs are not to be attached along with income tax return forms.  

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