Personal Information

PAN Card
Aadhaar Card
Bank Account Details
Passport-size Photograph

Other Documents

Advance Tax Payments
Self-Assessment Tax
TDS on Sale of Property (Form 16B)

Other Sources of Income

Foreign Income
Agricultural Income

Capital Gains Documents

Sale Deeds or Agreements
Cost of Acquisition and Improvement
TDS on Sale of Property

Home Loan and Property Documents

Home Loan Repayment
Property Details

Other Sources of Income

Foreign Income
Agricultural Income

Deduction Claims

80E (Interest on Education Loan)
80U (Disability) Certificates

Miscellaneous

Income from Partnership Firms or LLPs
Foreign Assets and Foreign Bank Accounts

Tax Payment Details

Advance Tax Challans
Self-Assessment Tax Payment Receipt

Income-Related Documents

Form 16 (TDS Certificate)
Form 26AS
Salary Slips
Income from Other Sources
Interest Income
Dividend Income
Income from Rent
Business or Freelance Income
Profit and Loss Account
Balance Sheet
GST Returns

Investment and Tax Deduction Documents

80C
80D
80G
80E
80TTA/80TTB
National Pension Scheme (NPS)