Things to know while filing income tax returns

Every taxpayer should collate all income tax related documents for filing returns. So, here is a
list of the documents required:

 Abstract of bank statements

 Proof of investments and Form 16 (Salary certificate issued by the employer)
 Form 16A / TDS certificate
 Bank a/c statement if there is any professional income
 Challan of tax payment made like advance tax or self-assessment tax
 Income Tax Portal Password
 Proof of investments in property
 Proof of investments in Capital Gain/Loss
 Documents on purchase and sale of investments/assets
 Collect the TDS certificate and
 Collect home loan certificate
 Documents related to Investment in ESOPs/ESPPs and RSUs:
o Purchase order summary ( Perquisite Statement )
o Sale order summary
o Account Statement
 All the basic details, like:
o Personal details like name, date of birth, father's name
o Address
o Contact No. and e-mail address
o Aadhaar Number
o PAN Number
o Jurisdiction of AO
o Tax Status and
o Details of bank account