Which documents are required for ITR-1 through ITR-7? Note the complete list before filing your return..
As the deadline for filing the ITR approaches, most people simply head straight to the portal to start filing their return. However, this is where the biggest mistake often occurs.
Often, the return itself isn't incorrect, but incomplete documentation leads to discrepancies between the AIS, Form 26AS, bank records, and the ITR. Later on, these discrepancies can result in tax notices or delays in receiving refunds.
Therefore, before filing your return, it is crucial to know exactly which documents you need to have ready based on your specific ITR form.
First, understand which ITR form applies to whom:
ITR Form | For Whom
ITR-1 (Sahaj) | Individuals with income from salary, pension, and other simple sources
ITR-2 | Capital Gains, income from more than one house property
ITR-3 | Business or professional income
ITR-4 (Sugam) | Small business owners opting for presumptive taxation
ITR-5 | LLP, Partnership Firm, AOP, BOI
ITR-6 | Companies
ITR-7 | Trusts, NGOs, political parties, and institutions
What should ITR-1 filers keep ready?
If your income comes solely from salary, pension, or bank interest, you generally need to file ITR-1.
Required Documents
PAN Card
Aadhaar Card
Form 16
AIS
Form 26AS
Bank interest certificate
Proof of investments (Sections 80C, 80D, etc.)
Filing ITR-2? Don't miss these documents.
ITR-2 is generally for individuals who have sold shares, mutual funds, or property.
Required Documents
All documents required for ITR-1
Capital Gains Statement
Property sale/purchase documents
Foreign income details (if applicable)
Foreign asset details
For business or professional income (ITR-3), keep these ready
This form is intended for doctors, Chartered Accountants (CAs), freelancers, traders, and business owners. Required Documents
Books of Accounts
Profit & Loss Account
Balance Sheet
Bank Statements
GST Returns
TDS Certificates
Complete record of income and expenses
Also read: ITR Filing Deadlines (July 31, August 31, October 31, November 30) – Know the last date applicable to specific taxpayers.
Checklist for ITR-4 Filers
Small business owners and those opting for the Presumptive Tax Scheme generally file ITR-4.
Required Documents
PAN Card
Aadhaar Card
Turnover Summary
Bank Statements
Investment Proofs
Loan Interest Certificate
What is required for ITR-5?
If you operate an LLP or a partnership firm, keep these documents ready.
Required Documents
Partnership Deed
LLP Agreement
Books of Accounts
Profit & Loss Account
Balance Sheet
GST Returns
TDS/TCS Details
ITR-6 for Companies
Required Documents
Audited Financial Statements
Tax Audit Report
GST Returns
TDS/TCS Details
Board Resolution
Statutory Records
Checklist for ITR-7 Filers
Trusts, NGOs, and other such entities should keep these records ready.
Required Documents
Registration Certificate
Trust Deed
Audit Report
Income & Expenditure Statement
Details of Exempt Income
Donation Records
Details of Fund Utilization
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