What you need vs. what’s optional
Only a few basics are mandatory. Your order wizard does not force previous-year ITR or AIS/TIS/26AS — share them only if you have them.
✅Mandatory basics
- PAN
- Mobile & email
- Bank account number & IFSC
- Income documents relevant to your case (e.g. Form 16 for salary)
📎Optional / if available
- Previous-year ITR
- AIS / TIS / Form 26AS
- Form 16 Part A/B, interest certificates (case-based)
- Capital gain / broker statements, business books, etc.
Detailed checklist by income type
📄Basic
- PAN
- Aadhaar / mobile confirmation
- Last year ITR
- Bank details
- Form 26AS / AIS / TIS (if available)
📄Salary
- Form 16
- Salary slips
- Rent receipts / HRA
- Investment proofs
- Home loan interest certificate
📄House Property
- Property address details
- Rent details
- Tenant PAN (if applicable)
- Municipal tax receipt
- Home loan certificate
📄Capital Gains
- Broker capital gain statement
- Mutual fund statement
- Contract notes
- Sale deed
- Purchase deed
- Index II
- Stamp duty value details
- Cost of improvement proof
- 54 / 54EC / 54F investment proof
📄Business / Profession
- P&L account
- Balance sheet
- Bank statement
- GST returns / turnover
- Sales / purchase summary
- Expense details
- Loan details
- Fixed asset details
- Debtors / creditors
📄F&O / Crypto
- Broker P&L
- Transaction statement
- Turnover report
- Crypto exchange statement
- Ledger
📄NRI
- Passport
- Visa / residential status
- Indian income details
- NRO / NRE bank details
- DTAA documents (if any)
📄Health Check
- Notices / demands (if available)
- Last 3 years ITR (if available)
- Portal access consent
Tip: If you don’t have AIS / TIS / Form 26AS, our team can fetch them from the Income Tax portal once you opt for secure e-filing access or OTP-assisted support. See ITR Health Check or contact us if unsure.