What the client is asked for.
“Documents we need to file your income tax return.” is the line your client sees at the top of the checklist. Every item below can be edited once you copy it.
| # | Document | Accepts | Needed |
|---|---|---|---|
| Identity | |||
| 1 | PAN card | PDF, Photo · up to 2 | Required |
| 2 | Aadhaar cardFront and back. | PDF, Photo · up to 2 | Required |
| Income | |||
| 3 | Form 16From each employer for this financial year. | PDF, Photo · up to 5 | Required |
| 4 | Form 26AS / AISDownload from the income tax e-filing portal. | PDF, Photo · up to 3 | Optional |
| 5 | Bank interest certificates | PDF, Photo · up to 10 | Optional |
| 6 | Capital gains statements | PDF, Word / Excel · up to 10 | Optional |
| Deductions | |||
| 7 | Section 80C proofsPPF, ELSS, life insurance premiums, tuition fees. | PDF, Photo · up to 20 | Optional |
| 8 | Health insurance premium receipts (80D) | PDF, Photo · up to 10 | Optional |
| 9 | Home loan interest certificate | PDF, Photo · up to 3 | Optional |
When to use it.
Send this checklist when the financial year closes. PAN, Aadhaar and Form 16 are required; interest certificates, capital gains statements and deduction proofs are optional for clients they do not apply to.
Capital gains statements accept spreadsheets as well as PDFs, since brokers export both.
Income tax return (ITR): questions and answers
What documents are needed to file an ITR?
This checklist asks for the PAN card, Aadhaar card and Form 16 from each employer, plus optional Form 26AS / AIS, bank interest certificates, capital gains statements, Section 80C proofs, health insurance premium receipts (80D) and a home loan interest certificate.
Is this checklist available on Sealio India?
Yes. It is part of the starter library on sealio.in.
More templates.
Your next client is the last item on the list.
Copy this checklist into your firm, change what you need, and send it to your first client.