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SKAG and Associates
Chartered Accountants

Income tax return checklist for individuals

Documents to collect before filing an income tax return as a salaried person, pensioner, investor or landlord. Returns for FY 2025-26 (AY 2026-27) use the 1961 Act forms; the 2025 Act form numbers apply from Tax Year 2026-27.

SKAG and Associates, Chartered Accountants · https://skagandassociates.com/checklists/itr-individual/ · Reviewed 26 September 2026

Identity and access
Income
Tax already paid
Deductions (mainly under the old regime)
Only in some cases

General information only; the documents needed depend on the facts of each case, and the authority can ask for more.

Templates

Related

This checklist is a general starting point, last reviewed on 26 September 2026. The documents needed depend on the facts of each case, and the portal or officer can ask for more. Ticks are saved only in this browser. For help with your own case, please contact the firm.

Published by SKAG and Associates, Chartered Accountants, New Delhi · Proprietor CA Gaurav Singh (ICAI M.No. 539050). General information only, not professional advice.

This website is intended solely for the dissemination of basic information regarding SKAG and Associates and is in compliance with the guidelines issued by the Institute of Chartered Accountants of India (ICAI). It is not intended to be a source of advertisement, solicitation or inducement of professional work. The information provided here is general in nature and should not be construed as professional advice. By using this website, the visitor acknowledges that there has been no advertisement, personal communication, solicitation or inducement of any sort whatsoever from the firm or any of its members.