Income Tax Documents
PAN (Permanent Account Number)
- PAN (Permanent Account Number)
- Aadhaar Card
- Name and Address of the Taxpayer
- Bank account details (for receiving tax refund, if applicable)
- TDS (Tax Deducted at Source) certificates such as Form 16 or Form 16A
- Investment proofs for claiming tax exemptions and deductions (e.g. life insurance premium receipts, house property loan interest payment details, etc.)
- Details of taxable income from all sources (e.g. salary, rent, interest, capital gains, etc.)
- Details of tax-saving investments and expenditures (e.g. Public Provident Fund (PPF), National Savings Certificate (NSC), etc.)
- Business or profession-related details (for those who are self-employed)
- Foreign assets and bank details, if applicable