Tax

5 documents to keep ready before filing ITR for FY25

Form 16
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Form 16
Your employer issues Form 16 showing total salary paid, TDS deducted and tax paid on your behalf. Cross-check it with your payslips to make sure there’s no mismatch before e-filing.
Form 26AS & AIS
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Form 26AS & AIS
Form 26AS shows TDS, advance tax, self-assessment tax and high-value transactions linked to your PAN. The Annual Information Statement (AIS) offers an expanded view, check both to catch missing income or errors.
Bank & post office interest certificates
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Bank & post office interest certificates
You must report all interest earned from savings accounts, fixed deposits or post office schemes. Collect interest certificates for accurate declaration and to claim deductions where eligible.
Investment proofs for deductions
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Investment proofs for deductions
Keep receipts for investments or expenses eligible under Sections 80C, 80D, 80E and 24(b) such as PPF, ELSS, life insurance, health insurance or home loan interest. These lower your taxable income.
Capital gains statements
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Capital gains statements
If you’ve sold stocks, mutual funds, or property, collect capital gains statements from your broker, AMC or registrar. This helps you report gains or losses accurately and claim set-offs if needed.
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