Taxpayers can now file their returns for the recently concluded financial year via the Income Tax Department portal. The process can be somewhat elaborate with several key documents needed for inputs and seven different forms available on the basis of income sources, amount and other factors. Those filing their returns must also choose between two tax regimes (with different deduction amounts) and ensure that their PAN and Aadhaar cards are linked in order to enable electronic verification.

“ITRs are annexure-less forms, so you are not required to attach any document (like proof of investment, TDS certificates) along with your return (whether filed manually or electronically). However, you need to keep these documents for situations where they need to be produced before tax authorities such as assessment, inquiry, etc,” the official Income Tax website reiterates.

It is advisable to link your Aadhaar and PAN card as well as pre-validate your bank account (for Income Tax refund) before filling out the form. The returns must be filed within the specified timelines and verified via e-verification or alternative options. If you receive any notices from the tax department, it is important to file a response within the given deadline.

What are the documents needed to file ITR?

It is not necessary to attach any documents while filing your returns. However the details given in various documents will have to be used while filling up the online form. As such, it is advisable to download AIS and Form 16, house rent receipt (if applicable), investment payment, premium receipts and the like.

These are the key documents that you may have to consult while filling out your Income Tax returns:

Form 16
Form 26AS & AIS
Form 16A
Bank Statements
Housing Loan Interest Certificates
Receipts for Donation Made
Rental Agreement
Rent Receipts
Investment premium payment receipts – LIC, ULIP etc.