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Income Tax Return (ITR) e-Filing in India
Document Checklist
PAN
Permanent Account Number (PAN)
Where to get: Existing card — see PAN card guide for issuance or update
Required: Active PAN, linked to Aadhaar (Section 139AA)
An inoperative PAN cannot file a return. The e-Filing portal login uses PAN as the user ID.
Aadhaar
Aadhaar (for e-verification)
Where to get: Existing Aadhaar — see Aadhaar update guide for enrolment or detail changes
Required: Mobile number registered with Aadhaar for OTP
NRIs without Aadhaar are exempt from PAN-Aadhaar linking under Section 139AA and use net banking EVC, DSC, or postal ITR-V instead.
Form 16
Where to get: From the employer, on or before 15 June following FY-end
Required: PDF or print copy
The Income Tax Department defines Form 16 as a Certificate of Tax Deducted at Source on Salary. Salaried filers reconcile this against AIS before filing.
Form 26AS
Where to get: e-Filing portal → e-File → Income Tax Returns → View Form 26AS (redirects to TRACES)
Required: Download PDF for the relevant FY
Consolidates TDS, TCS, advance tax, self-assessment tax and refund records.
AIS / TIS
Annual Information Statement (AIS) and Taxpayer Information Summary (TIS)
Where to get: e-Filing portal → Services → Annual Information Statement (AIS)
Required: Download both PDFs
AIS shows interest, dividends, securities and mutual fund transactions, foreign remittances and other reported data. TIS is the category-wise summary used in pre-filling.
Bank account details (pre-validated)
Where to get: e-Filing portal → My Profile → My Bank Account → Add Bank
Required: Account number plus IFSC; account must be pre-validated
Pre-validation is mandatory before refund credit and for EVC generation via bank.
Investment, deduction and capital-gains records
Where to get: From banks, insurers, brokers and other counterparties
Required: Retained by filer — not attached to the return
Includes interest certificates, Section 80C/80D/80G proofs, home loan interest certificate, broker contract notes, property sale deeds. Most Chapter VI-A deductions apply only under the old regime.
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