Essential Documents for Income Tax Return Filing (ITR-1) 

Bank Account Details - It is mandatory to provide details of all active bank accounts in the ITR. You are required to provide details such as your bank name, account number, IFSC, account type and the No. of account that you hold. Bank details are used to validate your income details, high volume transactions, etc. You also need to select one primary account from the accounts mentioned wherein the Income Tax refund may be credited (in case any) by the Income Tax Department.

User Id / Password - (If Register under Income Tax)

Form 16 - This is one of the most crucial income tax documents required by salaried individuals to file ITR. It is a TDS certificate issued by their employers to provide details on the TDS deducted on their salary. What makes it one of the essential income tax documents is the details it carries, which include tax deducted from salary, employees’ PAN, employer’s PAN and TAN, and gross salary breakup.

Salary Slips - For salaried taxpayers, their latest salary slips form a part of the income tax documents required for Income Tax Return e-filing. These slips provide information about House Rent Allowance, Transport Allowances, and other allowances which have different tax treatment.

Form 26AS - Form 26AS is one of the most crucial income tax documents and has all the information of the taxes deposited against your PAN number. It is a certificate issued u/s 203 of the Income Tax Act to cover TDS deducted from income. To add Form 26AS to your stack of income tax documents, simply login to your account on e-filing portal  and download it from there.

Form AIS (Annual Information Statement) And TIS (Taxpayer Information Summary) - Income Tax Department has rolled out the new Annual Information Statement (AIS) AND Taxpayer Information Summary(TIS) Form on the Compliance Portal which provides a comprehensive view of information to a taxpayer with a facility to capture online feedback. AIS shows both reported value and modified value (i.e. value after considering taxpayer feedback) under each section (i.e. TDS, SFT, Other information) whereas TIS shows Summarized view.

Interest Certificate from Post Office and Banks - The interest receive from a savings bank account, savings account in the post office, or Fixed Deposits (FDs) are taxable. Therefore, taxpayer must get interest certificates from the respective banks/post office, which will work as the income tax documents required to file ITR.

80D Medical Insurance - Apart from income tax documents related to the tax-saving investments, the health insurance premium paid during FY 2022-23 is eligible for deduction u/s 80D of the Income Tax Act. The maximum deduction you can avail by using insurance receipts as income tax documents is Rs. 25,000 for yourself, spouse, and children. It increases to Rs. 50,000 if you also pay health insurance premium for your parents below 60 years of age.

Housing Loan Interest Certificate - In case you have taken a Home loan from a bank or any other financial institution, then you also need to have your loan statement for the previous financial year. Your loan statement contains a breakup of the loan principal and interest paid by you and is needed as a proof and for providing information while filing your ITR. 

Education Loan Interest Certificate - In case of Education loan also interest certificate required in case you want to avail the benefit.

HRA Exemption - Required Rent paid receipt.