ITR Filing Document Checklist for AY 2026-27

The ITR filing season for AY 2026-27 has started. Most ITR notices come from incomplete or wrong information at filing time, almost always because a document was missed during preparation. Use this checklist to organise your pre-filing collection. Walk through every section that applies to your income profile.

Before You Start

Confirm your PAN is linked with Aadhaar. An inoperative PAN cannot file ITR.
Decide which tax regime you will use. New regime is the default; switching to old regime requires a conscious choice (Form 10-IEA for business income filers, ITR selection for salaried).
Identify the correct ITR form. ITR-1 for simple salaried with up to 2 properties; ITR-2 for capital gains and multi-property; ITR-3 for business; ITR-4 for presumptive.
Note the deadline applicable to you: July 31, 2026 for ITR-1/2/4 (non-audit); August 31, 2026 for ITR-3, ITR-4 (non-audit); October 31, 2026 for audit cases.

Core Documents (Every Filer Needs These)

PAN card (have the number ready)
Aadhaar card (linked with PAN)
Bank account details with IFSC for refund credit
Form 26AS downloaded from TRACES portal for AY 2026-27
Annual Information Statement (AIS) from incometax.gov.in/iec/foportal/
Taxpayer Information Summary (TIS) from incometax.gov.in/iec/foportal/
Bank statements for all savings, current, FD, and recurring deposit accounts for FY 2025-26

Salary Income Documents

If you have salary income (employed at any point during FY 2025-26):

Form 16 from every employer for FY 2025-26 (issued by June 15, 2026). Note: Form 16, not Form 130; Form 130 applies from FY 2026-27 onwards.
Salary slips for every month, especially March 2026 (year-end bonus calculations)
Rent receipts and rental agreement if claiming HRA, with landlord PAN if annual rent exceeds Rs 1,00,000
Travel proof for LTA claims (flight or train tickets)
Medical bills for any reimbursement above the standard deduction
Form 12BB submitted to your employer for the year
If you changed jobs: ensure the second employer accounted for the first employer's exemptions correctly. If not, plan to recompute at filing.

House Property Documents

For each house property you own (let-out or self-occupied):

Property address and ownership documents
Annual gross rent received (if let out)
Municipal tax receipts paid during FY 2025-26
Home loan interest certificate from your lender (Form 24 or equivalent)
Pre-construction interest details if claim spans multiple years
If sold during FY 2025-26: sale deed, capital gains computation, indexation details, exemption claims under Section 54/54F/54EC

Capital Gains Documents

For investments and asset sales during FY 2025-26:

Capital gains statements from your broker (Zerodha, Groww, ICICI Direct, etc.)
Mutual fund consolidated statement (CAS) from CAMS or KFintech
Demat account holdings statement
Sale and purchase deeds for property transactions
Stamp duty and registration receipts (cost addition for capital gains)
Cost of improvement records for property
Buy-back loss documentation if you participated in a share buy-back during FY 2025-26 (the loss is allowed only if the corresponding deemed dividend is disclosed under Income from Other Sources)
Schedule of foreign assets for Schedule FA (mandatory disclosure for residents)
Form 67 if claiming foreign tax credit

Business and Professional Income Documents (ITR-3 / ITR-4)

For proprietary business or professional income:

Deduction Proofs (Old Regime Only)

If choosing the old regime, collect proofs for every Chapter VI-A claim:

Section 80C (Up to Rs 1.5 Lakh)

PPF deposit receipt or passbook entry
ELSS investment statement
LIC and other life insurance premium receipts
EPF contribution shown in salary slip
5-year tax-saving FD certificate
Tuition fee receipts (up to two children)
Home loan principal repayment statement from lender
Sukanya Samriddhi Yojana passbook entry
NSC certificates (purchase and reinvested interest)

Section 80CCD(1B) (Up to Rs 50,000 NPS Tier I extra)

NPS contribution receipt under Tier I

Section 80D (Medical Insurance)

Health insurance premium receipt for self, spouse, children
Health insurance premium for parents (Rs 25,000 / Rs 50,000 for senior parents)
Preventive health check-up receipts (within Rs 5,000 limit)

Section 24(b) (Home Loan Interest)

Interest certificate from lender (separately from principal certificate)
Possession certificate or completion certificate (date of possession matters)

Other Deductions

Section 80E education loan interest certificate
Section 80G donation receipts (with 80G certificate of receiving organisation)
Section 80GG rent receipts (only if no HRA from employer)
Section 80TTA savings interest (Rs 10,000 limit)
Section 80TTB savings and FD interest (Rs 50,000 limit, senior citizens only)
Section 80U disability certificate

Reconciliation Steps Before Filing

Once documents are collected, perform these reconciliations in order:

Form 26AS reconciliation. Match every TDS entry against your records. Total TDS in 26AS should equal sum of all Form 16 + Form 16A + Form 16B + Form 16C entries.
AIS reconciliation. Walk through every category in AIS: salary, interest, dividends, mutual funds, securities, property, foreign remittance. Submit feedback for any incorrect entry.
Bank interest reconciliation. Total all bank interest from passbook entries; match against AIS bank interest entry. Any gap means a missing FD or savings account.
Capital gains reconciliation. Match broker P&L against AIS securities transactions. Verify cost of acquisition and date of acquisition for every entry.
GST turnover reconciliation (business filers). Match GSTR-1 / GSTR-3B sales totals against your books and AIS GST turnover.

For more on reconciliation, see our AIS, Form 26AS, and TIS pre-filing guide.

ITR Form Specific Reminders

ITR-1 (Sahaj)

Confirm total income is up to Rs 50 lakh
Confirm up to 2 house properties (the limit was expanded from 1 in AY 2026-27)
No capital gains, no business income, no foreign assets
If any of the above is true, use ITR-2 or ITR-3

ITR-2

Confirm no business or professional income
Schedule CG (Capital Gains) is the largest section. Fill carefully.
Schedule FA (Foreign Assets) is mandatory if you hold any foreign asset, even with no foreign income
See our ITR-2 AY 2026-27 dedicated guide for the form-specific changes

ITR-3

Reconcile GSTIN-wise turnover before filing
The August 31, 2026 deadline (non-audit) is now permanent under the Finance Act 2026
See our ITR-3 AY 2026-27 guide

ITR-4 (Sugam)

Confirm presumptive eligibility under Section 44AD (turnover up to Rs 3 crore if 95% digital), 44ADA (gross receipts up to Rs 75 lakh), or 44AE (heavy goods vehicles)
Up to 2 house properties now allowed in AY 2026-27

Common What-Not-to-Miss Items

Joint accounts where you are the second holder. Interest is split per ownership, but check AIS to confirm reporting.
Closed bank accounts during the year. Get a closure statement to capture pre-closure interest.
Old PPF account. The interest, even if not credited to your bank, must be tracked. Withdraw passbook entry.
Demat dividend reinvestment. Some funds auto-reinvest; the dividend is still taxable in the year of declaration.
Property purchased above Rs 50 lakh during FY 2025-26. Buyer's TDS under Section 194-IA appears in your AIS as buyer; ensure the seller's TDS report matches the deed.
Foreign ESOPs vested but not sold. Reportable under Schedule FA and depending on tax treaty interpretation, may have a value impact.

Final Pre-Filing Checks

Tax regime chosen and finalised
All TDS entries in 26AS match your records
AIS feedback submitted for any incorrect entries; TIS updated
Pre-fill in ITR matches your records
Bank account active for refund credit, IFSC verified
Aadhaar linked with PAN
Self-assessment tax (if any) computed and challan generated
Backup of all documents stored digitally (the IT Department can ask for these any time within the next 8 years)

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For broader pre-filing reference, see our Tax Compliance Calendar FY 2026-27, Section 80C deductions list, and old vs new tax regime comparison.

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Sources

This checklist is verified against incometax.gov.in/iec/foportal/ (AY 2026-27 ITR form schemas, Schedule VIA deduction rules, Schedule FA disclosure requirements), the CBDT notification dated March 30, 2026 with corrigendum dated April 10, 2026 on the AY 2026-27 ITR forms, the Finance Act 2025 and Finance Act 2026 amendments to deadlines, and confirmatory coverage from ClearTax, Tax2Win, IndiaFilings, and Taxmann.