A complete set of records helps select the appropriate return form and report income, deductions and taxes consistently.
Basic and tax-credit information
- PAN, Aadhaar, bank-account details and prior-year return
- Form 26AS, Annual Information Statement and Taxpayer Information Summary
- Advance-tax, self-assessment-tax and TDS certificates
Salary, house property and other income
- Form 16 and salary statements
- Rent, housing-loan interest and property-related details
- Bank interest, dividends and other income records
Business or professional income
- Sales, purchase and expense records
- Bank statements, ledgers and cash records
- GST information, fixed-asset details, loans and capital balances
Review information before filing
Reconcile reported income with available tax statements and financial records. Return-form selection and tax treatment depend on the taxpayer’s facts and the applicable rules for the assessment year.
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