Skip to Content

The deadline for filing ITR for individuals for AY 2025-26 is September 15, 2025, an extension from the traditional July 31 deadline. Taxpayers should keep certain documents ready to file their returns

Taxpayers preparing to file their income tax returns (ITR) for the assessment year (AY) 2025-26 will need a detailed set of documents, including income proofs, investment records, and tax deduction certificates, according to updated guidelines from the tax department and filing platforms.
1 July 2025 by
The deadline for filing ITR for individuals for AY 2025-26 is September 15, 2025, an extension from the traditional July 31 deadline. Taxpayers should keep certain documents ready to file their returns
TCO News Channel
| No comments yet

To file returns accurately and claim eligible deductions, individuals must keep the following key documents ready (source: ClearTax):


For salaried employees:

PAN and Aadhaar Card


Form 16 (Part A & B) issued by employers


Monthly salary slips


Form 26AS, Annual Information Statement (AIS), and Taxpayer Information Summary (TIS)

These help reconcile tax deducted at source (TDS) and reported income.


For income from house property:



Rental income details and tenant information


Property address and co-owner details


Interest certificates from home loans, including pre-construction interest


Municipal tax receipts


For capital gains:

Sale and purchase deeds, cost of improvement, and related expenses


Buyer’s details including PAN and Aadhaar for property transactions


Capital gain statements from brokers or registrar platforms like CAMS/Kfintech for mutual funds and stocks


Exemption documents under Sections 54 or 54EC (if applicable)


For interest income:



Bank statements for savings interest


Fixed deposit interest statements


TDS certificates from banks or companies


Other required documents:



Form 26AS, showing tax deducted and deposited


AIS/TIS, providing a consolidated view of financial activity

Investment proof for claiming deductions under Section 80C such as PPF, ELSS, NSC, LIC, and tuition fees


Home loan interest certificate (for deductions under Sections 24 and 80C)


Interest certificate for education loans


Foreign income details and tax residency proofs for NRIs


Taxpayers are also required to select the appropriate ITR form, depending on their income sources. Pre-filled forms for AY 2025-26 are available on the income tax portal, and changes this year allow individuals with capital gains up to ₹1.25 lakh to file using ITR-1 or ITR-4.


Though ITR filing is annexure-less, all supporting documents should be retained. In case of scrutiny or a notice from the Income Tax Department, taxpayers must furnish necessary proofs.

The deadline for filing ITR for individuals for AY 2025-26 is September 15, 2025, an extension from the traditional July 31 deadline. Taxpayers should keep certain documents ready to file their returns
TCO News Channel 1 July 2025
Share this post
Tags
Archive
Sign in to leave a comment