ITR Filing Checklist FY 2026-27

Interactive checklist of all documents needed to file your Income Tax Return. Tick off as you gather — nothing missed.

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TAX REGIME (affects which deductions you need)

🆕 New Regime (default FY 2026-27)📋 Old Regime (deductions apply)

New Regime: deduction sections (80C/80D/HRA/home loan) don't apply — skip those checklist items.

🪪Identity & Bank Documents

PAN cardAadhaar card (linked to PAN)Bank account details (IFSC, account number) for refundCancelled cheque or bank passbook

💰Income Documents

Form 16 (from employer — Part A + Part B)Form 16A (TDS certificate from banks, clients)Bank interest statements (savings + FD)Dividend income statement (from Zerodha / CDSL / broker)Rental income receipts (if any property given on rent)Freelance / consultancy income invoicesBusiness income records (if self-employed)Capital gains statement (from broker — LTCG/STCG)Form 26AS (download from incometax.gov.in)AIS / Annual Information Statement (download from portal)

📉Deductions — Section 80CNot needed — New Regime

EPF / VPF passbook or statementPPF passbook (deposit receipts for FY)ELSS mutual fund statementLife insurance premium receipts (LIC, term)5-year fixed deposit receiptHome loan principal repayment certificateChildren's tuition fee receiptsNSC / KVP certificate (if purchased in FY)ULIP premium receiptSSY (Sukanya Samriddhi) deposit receipt

🏥Deductions — 80D, 80E, NPS, HRANot needed — New Regime

Health insurance premium receipt (self + family) — 80DMedical bills for preventive health check-up (up to ₹5K) — 80DNPS contribution statement — 80CCD(1B)Education loan interest certificate — 80ERent receipts + landlord PAN (if HRA claimed)Home loan interest certificate (from bank) — Section 24(b)Disability certificate (if 80DD / 80U applicable)Donation receipts with 80G certificate

🏠Property & Capital Gains

Property sale deed (if property sold in FY)Purchase cost + stamp duty paid (for cost of acquisition)Capital improvement receipts (for indexation)Mutual fund redemption statement (broker / AMC)Stock sell statement (broker P&L report)Crypto / digital asset sale records

📋Other / Business Income

GST returns filed (GSTR-1, GSTR-3B) if GST registeredBusiness bank statements for the FYProfit & Loss statement (for business income)Fixed asset register (if depreciation claimed)Professional / consultancy invoices raised in FYTDS certificates received from clients (Form 16A)

Quick Answer: Key documents for ITR filing FY 2026-27: Form 16 (from employer), Form 26AS + AIS (from incometax.gov.in), bank interest statements, investment proofs (80C), health insurance receipts (80D), and rent receipts for HRA. For New Regime, most deduction proofs are not needed.

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ITR Filing Checklist FY 2026-27

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