Income Tax Returns AY 2025-26: Essential Documents Needed for ITR Filing

The official Income Tax Department portal is now open for taxpayers to start submitting their Income Tax Returns (ITR) for AY 2025–2026. Details from a few important financial documents are needed to finish the process correctly, even though no physical documents need to be attached when filing.

Seven distinct forms are available through the ITR filing system, based on tax categories and income sources. Along with choosing between the old and new tax regimes, taxpayers also need to make sure that their Aadhaar and PAN are connected for smooth e-verification.

"ITRs are annexure-less forms, so you are not required to attach any documents (such as proof of investment or TDS certificates) along with your return," the Income Tax Department explains. But you have to keep these for later use, evaluation, or research.

Pre-validating your bank account is also advised in order to facilitate quick income tax refunds. Filing must be completed within the allotted time frames, and any notifications from the department must be promptly addressed.

Important Records Needed for ITR Submission in AY 2025–2026

Taxpayers should have the following documents on hand for seamless filing, even though attachments are not necessary:

• Employers issue Form 16 to salaried individuals.
• Form 26AS & AIS (Annual Information Statement): For information on income and tax credits
• Form 16A: For TDS on non-salary income
• Bank Statements: For records of income and interest
• For home loan deductions, use the Housing Loan Interest Certificate.
• Receipts for donations: For Section 80G exemptions
• Rent receipts and the rental agreement for HRA claims
• Receipts for investment premiums from mutual funds, LIC, ULIP, PPF, etc.

Filing ITR with the right documents ensures accuracy, smooth processing, and timely refunds.