ITR Filing Documents Checklist for Salaried Employees

Most delays in filing a salaried person's return come from one missing paper. Collect the items below once, and the return can usually be prepared in a single sitting.

Identity and login

• PAN and Aadhaar, linked to each other
• Mobile number linked with Aadhaar for OTP verification
• Bank account number and IFSC of the account where you want the refund

Income papers

• Form 16 from every employer you worked with during the year
• Salary slips, if you want HRA or allowances rechecked
• Interest certificates for savings accounts and fixed deposits
• Rent received and municipal tax paid, if you let out a property
• Capital gains statements from your broker or mutual fund registrar

Deduction proofs (old regime)

• Life insurance, PPF, ELSS, tuition fee and home-loan principal receipts
• Health insurance premium receipts
• Home-loan interest certificate
• Rent receipts and landlord PAN for HRA
• Donation receipts

Check your AIS before you file

The Annual Information Statement lists what banks, employers and fund houses have reported against your PAN. If your return shows less than the AIS, an intimation follows. We download it for every client and reconcile it before filing.

Common mistakes we see

• Leaving out interest from a second bank account
• Not reporting the previous employer's salary after a job change
• Claiming HRA and home-loan interest together without meeting the conditions
• Forgetting to e-verify after filing

Bring these papers to our Sector 2 office or send clear photos on WhatsApp, and we will tell you the tax or refund figure before filing.

This article gives general information. Limits, rates and due dates change, so please confirm the current position for your case before acting.

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