May 13, 2025

9 Documents required for ITR filing 2025

Kuhu Verma

Aadhar & PAN Card

Ensure they are linked and your details match across both to avoid rejections or delays.

Source: canva

Bank Statement

Collect your bank statements for the financial year to report interest income, reconcile transactions, and confirm TDS credits

Source: canva

Form 16

Issued by your employer, this form details your salary, deductions, and TDS. It is critical for salaried individuals to file accurate returns.

Source: canva

Donation Slips

Receipts for donations made to eligible charities must be preserved. These can help claim deductions under Section 80G

Source: canva

Stock Market Investments

If you've traded in equities or mutual funds, download your consolidated report showing capital gains/losses.

Source: canva

Insurance Policy

Submit proof of premiums paid for life and health insurance to claim deductions under Sections 80C and 80D.

Source: canva

Bank Account Info

Update your PAN-linked bank account details for any refunds. Only pre-validated accounts are eligible to receive income tax refunds.

Source: canva

Mobile Number

Your Aadhaar-linked mobile number is essential for OTP-based e-verification of your ITR

Source: canva

Interest Certificate

Collect interest certificates on savings, fixed, and recurring deposits for accurate claims and cuts.

Source: canva

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