INCOME-TAX RETURN — DOCUMENTS TO GATHER

Identity and bank
[ ] PAN, Aadhaar and registered mobile / email
[ ] Bank account numbers and IFSC for refunds

Income
[ ] Form 16 / salary slips
[ ] Form 26AS and AIS / TIS downloaded and reviewed
[ ] Interest certificates (savings, FD, bonds)
[ ] Rent received and municipal tax paid, if any
[ ] Business books, or profit & loss and balance sheet

Capital gains
[ ] Broker / mutual-fund capital-gains statements
[ ] Property sale and purchase deeds, improvement costs

Deductions
[ ] 80C proofs (PPF, ELSS, life insurance, tuition fees)
[ ] 80D health-insurance receipts
[ ] Home-loan interest certificate
[ ] Donation receipts (80G)

General guidance only; this is not tax advice.

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