What Documents are Required for ITR?

If you have capital gains, don't rely only on your bank statement. Get a proper capital-gains statement from your broker or mutual fund provider.

For rental income, keep the rental agreement, rent receipts/details and property-related records.

I'd download AIS and 26AS before filing and compare them with your own records. Requirements can change by assessment year, so check the current Income Tax Department instructions too.

I filed as an NRI last year and found AIS and Form 26AS particularly useful.

My basic checklist was PAN, bank details, interest certificates, TDS details and investment statements. I also checked my NRO interest against the information shown in AIS.

The exact documents depend on your income sources, so someone with only salary income will have a different checklist from someone with rental income and capital gains.

For my ITR, I kept PAN, bank statements, Form 26AS, AIS and my interest certificates ready.

Since you have rental income, I’d also keep your rent records and property details. For mutual funds, get the capital-gains statement from the fund house or broker.

You generally don't upload every supporting document with the ITR, but keep them safely in case the Income Tax Department asks for evidence later.

Here are the documents given for the different types of Income tax returns: 
 

For getting house property: 
 

• Provide any proof of rental income
• Provide tenant information, like Name, Aadhaar, and PAN details
• Details of the co-owners and the address of the property
• Provide pre-constructed interest on the home loan if you have
• Submit municipal tax receipts

Documents Required to fill ITR on Capital Gains Tax: 
 

• For the sale of immovable property, you need to submit improvement cost details, transfer expenses, the full address of the property, sale and purchase deeds, details of the buyer, and supporting documents if you are claiming the exemption under section 54 or 54EC
• For the sale of equity shares and mutual funds, you need to submit capital gains statements from the KFinTech and CAMs for the sale of mutual funds, for the sale of equity shares, check with your broker, and for the other types of assets, submit documents showing information about the buyer

Documents required to file an ITR on the interest income: 
 

• Passbook or bank statement for the interest on a savings account
• For the fixed deposit, you can submit interest income statements
• TDS certificate from the banks and other financial institutions

For filing an Income Tax Return, you need to gather some of the documents, which are a PAN card, Form-16, Form 26AS, Taxpayer Information Statement (TIS), and Annual Information Statement (AIS). Along with this, you need to submit your account details of NRO and NRE accounts, income proofs, and a residency certificate.