CA Sarath Kumar

Income Tax

Documents required for ITR filing

Keep Form 16, PAN, Aadhaar, AIS / Form 26AS, bank details and investment proofs ready before starting.

Need help with this? Start a request and upload documents from your phone.

Start with basic records

Most ITR requests need PAN, Aadhaar, bank details and income records. Salary cases usually need Form 16.

AIS or Form 26AS helps compare official tax records such as TDS and reported income.

Add proofs only where relevant

Investment proofs, rent, home loan interest, capital gains reports or business records depend on your case.

Upload only relevant documents. If anything is missing, the team can ask for it before work starts.

Guide details

Updated: 1/6/2026·5 min read·ITR, Documents, Income tax

FAQ

Can I upload documents online?+

Yes. Use the document upload page and choose the matching service so the correct checklist appears.

Is the fee fixed before document review?+

No. Final fee depends on documents, facts, complexity and scope of work.

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Request a call back, upload documents, or speak on WhatsApp. Fee is confirmed before work starts.

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