Documents Required to File ITR AY 2026-27
Gather these before you start and filing your FY 2025-26 return becomes a 20-minute job.
Everyone needs
- PAN (linked to Aadhaar) and Aadhaar.
- Form 16 from your employer (Part A + Part B).
- AIS / TIS and Form 26AS — the department's record of your income and TDS.
- Bank interest certificates (savings account + fixed deposits).
- Bank account number & IFSC (pre-validated) for your refund.
If you invest
- Capital-gains / P&L statements from your broker (Zerodha, Groww, etc.) and mutual-fund houses/CAMS-KFintech.
- Dividend summary.
- If you hold RSUs/ESOPs: vesting and sale statements — see how to report RSU/ESOP.
If you claim deductions (old regime)
- 80C: LIC/ELSS/PPF/EPF, tuition fees, principal on home loan.
- 80D: health-insurance premium receipts.
- HRA: rent receipts / rent agreement — see how to claim HRA.
- Home-loan interest certificate from your lender.
If you're a freelancer / business
- Bank statements for the year, invoices / income summary, and expense records.
Pro tip: always reconcile your return against your AIS and 26AS — mismatches are the #1 cause of tax notices.
Just upload — we handle the rest
Upload your documents and a CA prepares, reviews and files your return. You approve before anything is submitted.
Get my checklist →General information for AY 2026-27, not individual tax advice. Reviewed by a Chartered Accountant.