Documents Needed Before Filing ITR
- PAN Card and Aadhaar Card
- Form 16 (from employer — for salaried individuals)
- Form 26AS (tax credit statement — download from IT portal)
- AIS / TIS (Annual Information Statement)
- Bank statements for interest income
- Investment proofs (LIC, PPF, ELSS, FD receipts for 80C)
- Home loan interest certificate (for 80C and Section 24)
- Medical insurance premium receipt (for 80D)
Key Points to Check Before Submitting
- ✅ Income matches Form 26AS and AIS exactly
- ✅ All TDS credits are reflected correctly
- ✅ Correct ITR form is selected (ITR-1, 2, 3, 4...)
- ✅ All bank accounts are declared
- ✅ Foreign assets / income declared (if any)
- ✅ Capital gains from stocks/MF are included
- ✅ Deductions under 80C, 80D, 80G are correctly entered
- ✅ Return is e-Verified within 30 days of filing
Common Mistakes to Avoid
- Not declaring interest income from savings/FD
- Choosing wrong ITR form
- Forgetting to e-Verify (unverified ITR is treated as not filed)
- Not reconciling with Form 26AS — can trigger a notice
Let MyCamate handle your ITR filing — contact us today.