1. Basic Details
Income Tax Login (Preferred)
👉 From: incometax.gov.in
Used to access your tax data directly.
PAN & Aadhaar (if login not available)
👉 From: your PAN card & Aadhaar card
Required for filing your return.
Bank Account Details
👉 From: cheque / bank app / passbook
Required for refund credit.
2. Salary & Other Income
Form 16 / Salary Details
👉 From: your employer / HR portal
Used to report salary income and TDS.
Rent Details (if applicable)
👉 From: your records / rent agreement
Required for HRA claim or rental income.
3. Home Loan (if any)
Home Loan Statement
👉 From: bank / loan account
Used to claim deduction on interest and principal.
4. Tax Saving Investments
Investment Proofs (80C, 80D, etc.)
👉 From: LIC / PPF / insurance / mutual fund statements
Used to reduce tax liability.
5. Business or Professional Income (if applicable)
Bank Statements (Business)
👉 From: bank app / net banking
Used to verify income and expenses.
Profit & Loss Details
👉 From: your accountant / Tally
Used to compute income.
Balance Sheet
👉 From: your accountant / Tally
Used for financial reporting.
Loan Statements
👉 From: bank / NBFC
Used to compute interest expense.
6. Capital Gains (if applicable)
Share / Mutual Fund Statement
👉 From: broker app or CAMS
Used to calculate capital gains.
F&O / Trading Report
👉 From: broker back office
Used for trading income calculation.
Crypto Report
👉 From: exchange apps
Used to report crypto income.
Property Documents (only if property is sold during the year)
👉 From: registry papers / broker
Used to calculate property capital gains.
Need Help with Filing Your Return?
You can book our Income Tax Return service, where we:
Review your data
Compute your income
File your return accurately