If you are thinking of filing your Income Tax Return (ITR), then this news is very important for you. The Income Tax Department has released Excel utility forms for ITR-1 and ITR-4 for assessment year 2026-27. Apart from this, we are going to tell you about some such documents which are absolutely important; Without these you will not be able to file your ITR. If you are preparing to file your income tax return and want to get your tax refund on time and without any hassle, then do not forget to complete the checklist of 5 important documents given below.
PAN and Aadhaar Card
PAN card is the most important document to file income tax return. If your PAN is not linked to your Aadhaar card, you may face problems in filing your return. This document clearly shows where you have invested to save tax and how much benefit you have received from them.
Most important: Form 16
If you work in a company, then Form 16 is very important for you. It contains complete information related to tax (TDS) deducted by your employer. Apart from this, it also gives information about your total salary, tax exemptions and deductions made based on your investments.
Annual Information Statement
‘Annual Information Statement’ (AIS) is one of the special documents issued by the Income Tax Department. It contains complete information about all major financial transactions like income from salary, interest received on savings account and fixed deposit (FD), dividends, investments made in stock market or mutual funds and money received from abroad (Foreign Remittances).
Form 26AS
Form 26AS works like your ‘tax passbook’, which is much like a bank passbook. It contains a complete record of the total TDS and TCS (Tax Collected at Source) deducted against your PAN, as well as information about any advance tax or self-assessment tax deposited by you. If the TDS amount claimed in your ITR does not match the information given in Form 26AS, there may be a delay in processing your tax refund.
Home Loan Statement
If you have taken a loan to buy a house, then it is very important for you to get the loan certificate from your bank. By doing this, you will be able to save your taxes, which will be a financially beneficial move for you. Through this you can claim tax exemption on home loan interest and principal repayment.
