Documents Required for Income Tax Return Filing for Individuals

Income Tax Return Filing for Individuals is granted on the strength of the papers you file with it, so a complete set at the start is the difference between 2–4 working days after documents are received and a query that sends the application back. Below is every document our team needs from you, what each one is for, and how to get it to us. You upload all of it in your Fastlegal dashboard — nothing is couriered, and nothing is payable while you gather it.

Checklist: 7 documents for income tax return filing for individuals

1. 1

   PAN and Aadhaar

2. 2

   Form 16 from employer(s)

3. 3

   Bank account details and interest certificates

4. 4

   Capital gains statements from broker or mutual fund

5. 5

   Rent receipts and home loan interest certificate, if claiming

6. 6

   Investment proofs for deductions (80C, 80D, etc.) if opting for old regime

7. 7

   Income tax portal login credentials

What we file with them

• Old vs new tax regime comparison
• Reconciliation with Form 16, Form 26AS and AIS/TIS
• Computation of income, deductions and tax payable or refund
• Selection and filing of the correct ITR form (ITR-1 or ITR-2)
• Reporting of capital gains from shares, mutual funds or property
• E-verification assistance
• Copy of filed ITR-V and computation

How to submit your documents

1. 1

   Start it online: Order ITR filing, pick the financial year and hand it to our team.

2. 2

   Upload documents in your dashboard: Upload Form 16, statements and proofs as an ITR upload in your dashboard.

3. 3

   We compute and file: We reconcile with AIS and 26AS, compare tax regimes, share the computation for approval and file your return.

4. 4

   Track & download: Track e-verification and refund status, and download the ITR-V and computation from your dashboard.

Document questions for income tax return filing for individuals