ITR Deadline: July 31, 2026
Late fee ₹5,000 after deadline · Calculating... left
How to File →
📋 FY 2025-26 · AY 2026-27 · Printable Checklist

ITR Filing Checklist 2026

Tick off every document before you start filing. Never miss a deduction or get an IT notice for missing information.

Your checklist progress
0 / 0 done
Tap each item to mark as collected. Progress saved automatically.
🪪 Identity Documents
PAN Card MUST
Your 10-digit PAN number. Required for ITR login and form.
Aadhaar Card MUST
Linked to PAN. Used for e-verification of ITR after submission.
Bank Account Details MUST
Account number + IFSC code. Required for tax refund credit.
💼 Income Documents
Form 16 (Part A + Part B) MUST for salaried
From your employer. Shows salary paid and TDS deducted. Request by June 15 from HR.
AIS — Annual Information Statement MUST
Download from incometax.gov.in → Services → AIS. Shows ALL income reported by banks, employers, brokers.
Form 26AS (TDS Statement) MUST
Shows all TDS deducted. Available on IT portal. Cross-check with Form 16.
Salary Slips (Last 3 months) If needed
April, February, March 2026 slips. Useful to verify Form 16 breakup.
Bank Interest Certificate MUST
From all banks. FD interest is taxable. Banks may deduct TDS — check Form 26AS.
Freelance / Side Income Records If applicable
Income from YouTube, blogging, consulting, tuition etc. Add under "Income from other sources."
Rental Income Details If applicable
Annual rent received, municipal tax paid, home loan interest (30% standard deduction allowed on rental income).
Capital Gains Statement If applicable
From Zerodha/Groww/Upstox — download P&L / Capital Gains report. Mutual fund gains from CAMS/KFintech.
Dividend Income Statement If applicable
Dividends from stocks and mutual funds are taxable. Check AIS — brokers report it automatically.
💰 Deduction Proofs (Old Regime Only)
80C Proofs — EPF/PPF/ELSS/NSC/LIC Old regime
EPF: Form 16 shows it. PPF: passbook. ELSS: demat statement. NSC: certificate. LIC: premium receipt.
HRA Rent Receipts Old regime + paying rent
Monthly receipts signed by landlord. Landlord's PAN mandatory if annual rent > ₹1 lakh.
Home Loan Interest Certificate If home loan exists
From your bank (SBI/HDFC etc). Shows principal repaid (80C) and interest paid (Section 24b up to ₹2L).
80D Health Insurance Premium Old regime
Premium receipt from insurer. ₹25K for self+family. ₹25K more for parents (₹50K if senior citizen parents).
NPS Contribution — 80CCD(1B) Old regime
NPS account statement from NSDL/KARVY. Extra ₹50K deduction over 80C limit.
80E Education Loan Interest If education loan
Interest certificate from bank. Deductible for 8 years from start of repayment. No upper limit.
80G Donation Receipts Optional
Receipts from registered NGOs/trusts. 50-100% deductible depending on organization.
Children's Tuition Fee Receipts Old regime
School tuition fee (not development fee) for up to 2 children. Part of 80C limit.
🏠 Property & Investments
Property Address & Details If property owned
Address, co-owner details, date of purchase. Required in ITR even if no rental income.
Mutual Fund Consolidated Statement If MF investments
Download from CAMS (camsonline.com) or KFintech. Shows all fund holdings and transactions.
Stock Trading P&L Statement If stock trading
From Zerodha Console/Groww/Upstox. STCG taxed at 20%, LTCG above ₹1.25L at 12.5%.
Foreign Assets / Income If NRI or foreign income
Foreign bank accounts, overseas investments must be disclosed. Schedule FA mandatory.
💰 While you wait for your refund — grow your money
Open demat + savings account to invest your ITR refund smartly
📊 Upstox Demat Free → 🏦 Kotak 811 Account →

How to Download AIS (Annual Information Statement)

AIS is the most important document for ITR filing in 2026. It shows everything the government knows about your income from banks, employers, brokers, and other sources. Go to incometax.gov.in → Login with PAN → Click Services → Annual Information Statement → Download both AIS and TIS (Taxpayer Information Summary). Cross-check every entry against your records. If something is wrong, raise a feedback on the portal before filing.

Common ITR Filing Mistakes to Avoid

1. Not declaring FD interest: Banks report FD interest to AIS. If you don't declare it in ITR but bank reports it, you'll get a notice. Always declare all FD interest even if TDS was deducted. 2. Missing capital gains: Even small mutual fund redemptions create capital gains. Download your CAMS/KFintech statement. 3. Wrong bank account: Refund goes to the bank account you mention in ITR. Verify IFSC and account number carefully. 4. Not e-verifying: ITR is incomplete until e-verified. Do it immediately after submission via Aadhaar OTP.

ITR Filing — Step by Step in 15 Minutes

Step 1: Go to incometax.gov.in → Login with PAN + password. Step 2: Click "File Returns" → Select FY 2025-26 → Start New Filing. Step 3: Select ITR-1 (if salaried, one property, no capital gains) or ITR-2 (capital gains, multiple properties). Step 4: Review pre-filled data — salary, TDS, bank interest all come pre-filled from AIS. Step 5: Add deductions (80C, HRA, home loan interest). Step 6: Check tax payable or refund. Pay any balance tax via Challan 280. Step 7: Submit and e-verify via Aadhaar OTP immediately.

Frequently Asked Questions
What is the ITR deadline for FY 2025-26?
July 31, 2026 for individuals (salaried, no audit required). Late filing fee: ₹5,000 if income above ₹5L; ₹1,000 if income below ₹5L. Belated return can be filed up to December 31, 2026 with penalty.
Is ITR filing compulsory if no tax is due?
Yes, mandatory if income exceeds ₹2.5 lakh (old regime) or ₹3 lakh (new regime), even if tax is zero. Also mandatory if: TDS was deducted, you have foreign assets, you made large cash deposits, or you want to carry forward capital losses.
How long does ITR refund take?
Typically 15-45 days if filed early (before June 30) and e-verified immediately. Refunds filed after July 15 may take 30-90 days. Ensure bank account is pre-validated on IT portal for faster credit. Track refund status at tin.tin.nsdl.com.
Can I file ITR without Form 16?
Yes. Use your salary slips to calculate annual income, Form 26AS for TDS details, and AIS for complete income picture. Most data is pre-filled on the IT portal from your employer's TDS returns. Form 16 makes it easier but is not mandatory.