Mandatory Documents for FY 2025-26 ITR filling Mandatory Documents for FY 2025-26 ITR filling
Documents for OLD slab only(ITR 1 and ITR 2 ) Documents for New slab only(ITR 1 and ITR 2)
for Salaried Income for Salaried Income
1 Pan Card Copy Pan Card Copy
2 Adhar Card Copy Adhar Card Copy
3 Login Credential of Income tax Portal Login Credential of Income tax Portal
4 Form 16 Form 16
5 Pay slip last Month Pay slip last Month
6 Tax Computation /salary computation summary of whole Year ( FY 2024-25)
Tax Computation /salary computation summary of whole Year ( FY
2024-25)
7
Rent Paid Amount /Rent receipts for whole Year (HRA Computation need Total
Basic salary ,HRA received during the year ,Rent paid Amount and place of work
(metro city ya other than metro city)
8
Housing loan statements (interest certificated not sufficient) sanctioned date
and Closing Balance of loan is Mandatory
9 LIC Premium Receipts for claiming 80C
10 Tuition fees/School fees receipts for claiming 80C
11 for PF (UAN no.) FOR Claiming 80C
12
Mediclaim Premium receipts for claiming 80D if Company paid medical premium
and deduct from salary than take medical policy no from company for 80d
claiming
13
for NPS Amount Need PRAN no and NPS receipts for claiming 80CCD( 1B)
Additional 50000
for NPS Amount Need PRAN no Employer’s NPS Contribution (Section
80CCD(2)) Actual Contribution up to 14% of Basic salary
14
for 80DD Deduction for Expenses on Disabled Dependent need following
Addition Documents
Ackno of FORM 10IA
UDID NO(Unique Disability ID no)
Type of disability
Type of dependent
PAN and Aadhar of dependent
Nature of disability
medical certificate to be issued by the neurologist, civil surgeon, or chief
medical officer in a government hospital.
12
for political party contribution Need -IMPS/RTGS/NEFT/CHEQUE details with
IFSC code of Bank
15
For Donation in trust Need Donation slip in the form of FORM NO 10BE(income
tax form)
16 For claiming interest on loan taken for Higher Education
Loan Account no
Date of loan sanction
Total Amount of loan
Loan outstanding As on 31/03/2025
Interest paid During the year for claiming Deduction
17 Form 26AS / AIS / TIS (Annual Information Statement) Form 26AS / AIS / TIS (Annual Information Statement)
FOR HOUSE PROPERTY INCOME FOR HOUSE PROPERTY INCOME
1 Rent Receipts Detail Rent Receipts Detail
2 Bank statement in which Rent Amount Credited Bank statement in which Rent Amount Credited
3 Municipal Tax Receipts paid challan Municipal Tax Receipts paid challan
4 Property Tax Receipts Paid Challan Property Tax Receipts Paid Challan
5 Tenant Details (Adhar card and pan card copy) Tenant Details (Adhar card and pan card copy)
Housing loan statements for the year end 31/03/2026 for the setoff
Rental income with interest for the period and if balance not setoff
than carryforward to next year
FOR OTHER SOURCE INCOME FOR OTHER SOURCE INCOME
1 Interest certificate from bank Interest certificate from bank
2 Interest Amount credited in all saving Account Interest Amount credited in all saving Account
3 Dividend details if any Dividend details if any
FOR CAPITAL GAIN INCOME FOR CAPITAL GAIN INCOME
NO NEED
Due date of filling of ITR is 31/07/2026
Kumar Tiwari and Co
Chartered Accountants
DELHI/GURGAON/RANCHI/BOKARO
for Salaried Person only (Income from salary,Rent,Intrest and Capital Gains)
NO NEED
1
Demate Account detail like (capital gain statement and profit and loss
statement of all demate Account)
Demate Account detail like (capital gain statement and profit and loss
statement of all demate Account)
2 Land and Building sales details like Land and Building sales details like
sales Agreement sales Agreement
form 16A for TDS deduction form 16A for TDS deduction
Buyer Detail (PAN CARD AND ADHAR CARD Details) Buyer Detail (PAN CARD AND ADHAR CARD Details)
****** All Bank statement of salaries Individual Person(01/04/2025 to 31/03/2026)
All Bank statement of salaries Individual Person(01/04/2025 to
31/03/2026)
