ITR document checklist
Tick what you earned this year and get a printable list of documents to gather before filing your income tax return: AIS, Form 16, interest certificates, capital gains statements and proofs.
This tool is for understanding and preparation only. Results are estimates based on the assumptions shown. File on the official channels.
Return preparation checklist
Educational checklist from Tax Colony. Not an official form. Runs in your browser; nothing is sent or stored.
How it works
Pick the kinds of income and deductions you had. The list updates, and you can tick items off on screen or print it. Nothing is saved.
- Check your AIS against your own records before filing. If something is wrong, give feedback on the portal.
- Under the Income-tax Rules 2026, Form 16 becomes Form 130 and Form 26AS becomes Form 168. Certificates for earlier years keep their old numbers.
Not sure which return to file? Try what do I need to file. See also the glossary.
Things to know
- The exact documents depend on your situation; this list is a starting point Needs review.
- This is a learning aid, not advice.
Sources
- Income Tax Department: FAQs on forms as per Income-tax Rules 2026
- Income Tax Department e-filing help: ITR-1 (Sahaj)
- Income Tax Department e-filing FAQ: tax payments
Last verified: 5 Nov 2026