Income Tax Return (ITR) documents requirement differ as per the earning sources of the Tax Filer. But, certain documents are mandatory for every taxpayer, irrespective of income sources. Here is a list of ITR documents that are required to file ITR in FY 2022-23 (AY 2023-24)

For SALARY INCOME following are the required documents:

1. Form 16 PART-A & PART-B of the concerned individual, Details showing Perquisites and Allowances Form 12BA.

For INCOME FROM HOUSE PROPERTY following are the required documents:

1. In case of let out property rent agreement for the same is required
2. Interest Certificate of Interest and Principal amount paid on Home Loan taken.

For INCOME FROM BUSINESS OR PROFESSION following are the required documents:

1. Final Accounts of the assesse for the relevant previous year in Tally data.
2. Partnership agreement in case of a Partnership Firm.
3. Details of the persons, if loan or deposit is taken along with their address and PAN.
4. Details of TDS Returns if filed along with detailed annexures.

For INCOME FROM CAPITAL GAINS following are the required documents:

1. Sale Deed of the Property in case of sale of Land, Building, Flats, etc.
2. Details of Cost of Purchase (Purchase deed) of that property along with date of purchase.
3. Details of taking benefit of Tax Exemption under section 54, 54F, 54EC, etc.
4. In case of sale of Shares, Detailed Statement of Capital Gains along with buy date, sale date, buy amount, sale amount and quantity.

For INCOME FROM OTHER SOURCES following are the required documents:

1. Interest Certificate of Fixed Deposits in relevant Bank
2. Details of Dividends Received along with date.
3. Bank Statements of all Bank Accounts of the relevant Financial Year.

For CLAIMING DEDUCTION BENEFITS following are the required documents:

1. Challans of Advance Tax Paid during the year.
2. Proof of Investments and Expenses which have been made during the year for taking benefit under section 80C for LIC, PPF, NSC, Tax Saving Mutual Funds, NPS, Children’s school fee Receipts, Stamp Duty Paid, etc.
3. Mediclaim Receipt for claiming deduction under section 80D.
4. Donation Receipt for claiming Deduction under section 80G.