Take This Quiz & Predict Your Score in the coming CA CS or CMA Exam!
  • How important it is for you to pass the exam in this attempt?
  • What percentage of course you have finished well so far roughly?
  • How many hours you study in a day?
  • How many times you have revised the topics you have finished
  • Have you taken online or pen drive or live class from a renowned faculty?
  • What percentage of the classes you have watched?
  • Have you attempted mock tests or practice tests yet?
  • Are you planning to attempt mock tests conducted by external bodies- ICAI, ICSI, ICMAI or other institute?
  • How many tests you have taken?
  • Did you manage to finish the test papers on time?
  • Are you strictly following study material provided by the exam conducting authority such as ICAI/ICSI/ICMAI/Other Body?
  • How is your health in general?
  • How is your food habit?
  • Any interest in yoga or exercise or play sports regularly?
  • Planning to sleep well nights before the exams?
  • Planning to have light food and water before exams?

Documents needed for e-filing your income tax return

Documents needed for e-filing your income tax return

The first step to e-filing your income tax return should begin with having all the necessary documents at hand. Doing so will also ensure stress free e-filing.

Here’s a quick rundown of the documents and information you need to fill in the income tax return. You may not need all the documents mentioned here as this may differ from one taxpayer to another.


What is the income tax return filing window for AY 2015-16?

E-filing for AY 2015-16 has begun, and the Income Tax Department has extended the deadline to August 31st this year.

Documents needed from salaried individuals

  • Form 16
  • Allowances claimed on Form 16
  • Any other investment proofs not declared on Form 16


Documents needed to claim deductions under Section 80

  • Tuition fee receipts for school children
  • Your contribution to PF
  • LIC premium payments, medical insurance premium payments, education loan repayments
  • Donation receipts


Investments that can be claimed as a deduction in Section 80C

  • Proof for investments made under PPF, NSC, ELSS.

(These qualify for deductions under Section 80C) Read more about deductions under Section 80C .


I did not submit investment proofs to my employer at the beginning of the year. What can I do?

Higher taxes are deducted when you don’t submit investment proofs on time. But there’s good news: you can claim them on your income tax return and ask for a refund.  You can read more about it .


Income from other sources

  • Bank statement/passbook for interest on savings account
  • Interest income statement for fixed deposits
  • TDS certificate issued by banks and others (Form 16A)


Information required for homeowners

  • Rent received during the financial year (April to March)
  • Property taxes payment challan
  • Home loan interest certificate from your bank
  • Percentage of share if property is co-owned


Documents needed for e-filing your income tax return

Documents needed for those who trade in shares and mutual funds

  • For shares, statement of trading account/ demat account


Documents needed for capital gains through sale of house property

  • Date and cost of acquisition including stamp duties, brokerage and registration
  • Date and cost of improvement like interiors and whitewashing
  • Date of sale and sale consideration
  • Details of reinvestment of sale proceeds
  • TDS certificates on sale of transaction


Documents needed for freelancers/professionals/consultants

  • Bank account statement to claim expenses directly related to your work as business expense
  • Form 16A
  • Form 26AS


Other information you require:

  • Bank account number with IFSC code to which refund money(if any) must be credited
  • Other bank
  • Challan 280 for taxes paid during the financial year

Documents needed for e-filing your income tax return


Click here to download FREE CA CS CMA books.

Documents needed for e-filing your income tax return

Documents needed for e-filing your income tax return

Leave a comment

Your email address will not be published. Required fields are marked *