ITR filing document checklist
Use this checklist to collect everything you need from a client before filing their income tax return. It covers most salaried and individual cases — turn it into a reusable request template so nothing is missed at the start of the season.
Identity & basics
- PAN card
- Aadhaar card (and PAN–Aadhaar link status)
- Bank account details — account number & IFSC for refund
- Last year's ITR / computation (for carry-forwards)
Income proofs
- Form 16 from each employer
- Form 16A / 16B / 16C for TDS on other income
- Salary slips (if Form 16 is unavailable)
- Interest certificates — savings, FD, RD
- Capital gains statements — shares, mutual funds, property
- Rental income details & rent agreement
- Business / professional income — books, P&L, balance sheet
Deductions & investments (80C–80U)
- LIC / PPF / ELSS / EPF contribution proofs
- Home loan interest & principal certificate
- Tuition fee receipts
- Health insurance premium (80D)
- Education loan interest (80E)
- Donations with 80G receipts
- NPS contribution (80CCD)
Tax already paid
- Form 26AS / AIS / TIS
- Advance tax & self-assessment tax challans
- TDS certificates
Turn this into a one-tap request. In Practivo you can save this checklist as a document request template and send each client a secure link with one upload slot per item — then track who has uploaded what without a single WhatsApp follow-up. See how document collection works →
This checklist is a general guide for common cases and is not tax advice; required documents vary by client and ITR form.
Collect the whole checklist in one link
Send a secure, no-login upload link per client and watch the documents arrive — organised by client and financial year.