ITR Checklist
Interactive checklist to identify documents needed for filing your Income Tax Return. Know which ITR form to use.
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💰 Income Sources
0 of 7 answered
Do you have salary income?
Form 16 from employer
Do you have business/profession income?
Do you have rental income from property?
Did you sell any shares, mutual funds, or property?
Do you have interest income from FDs/savings?
Include bank interest, FD interest
Did you receive any dividend income?
Do you have foreign income or foreign assets?
Frequently Asked Questions
What documents are needed for ITR filing?
Essential documents include: PAN Card, Aadhaar Card (linked to PAN), Form 16 from employer, Form 26AS/AIS from IT portal, bank statements, investment proofs (80C, 80D), rent receipts for HRA, home loan interest certificate, and capital gains statements from brokers.
What is the due date for ITR filing?
For individuals and HUFs (no audit): 31st July. For businesses requiring audit: 31st October. For transfer pricing cases: 30th November. Belated/revised returns: 31st December. Late filing attracts penalty up to ₹5,000 (₹1,000 if income below ₹5 lakh).
Which ITR form should I use?
ITR-1 (Sahaj): Salary/pension, one house property, other sources - total income up to ₹50 lakh.
ITR-2: Individuals with capital gains, foreign income, multiple house properties.
ITR-3: Business/profession income (not presumptive).
ITR-4 (Sugam): Presumptive income under 44AD/44ADA/44AE.
ITR-2: Individuals with capital gains, foreign income, multiple house properties.
ITR-3: Business/profession income (not presumptive).
ITR-4 (Sugam): Presumptive income under 44AD/44ADA/44AE.
How to e-verify ITR?
You can e-verify ITR through: (1) Aadhaar OTP, (2) Net banking, (3) Bank account EVC, (4) Demat account EVC, (5) Digital signature. E-verification must be done within 30 days of filing. Alternatively, send signed ITR-V to CPC Bangalore within 30 days.