Published 1 July 2026
A short checklist of the documents usually needed to prepare an income tax return for salaried individuals and small businesses.
Filing a return takes less time when the documents are ready in advance. The common ones are:
- Form 16 from the employer, and Form 16A for TDS on other income
- Annual Information Statement (AIS) and Form 26AS from the income tax portal
- Bank statements and interest certificates for savings and fixed deposits
- Capital gains statements from brokers and mutual fund registrars
- Rent receipts, home loan interest certificate and investment proofs for deductions
Businesses also need their books of account, GST returns and details of TDS deducted.
This is general information. Please check your own facts with your chartered accountant.