Documents Required for ITR Filing in India – Checklist 2025

Income Tax Return (ITR) filing is a crucial financial responsibility for individuals and businesses in India. It is the process through which taxpayers declare their income, deductions, and tax payments to the Income Tax Department of India. Income Tax Return Filing in Delhi not only ensures compliance with the law but also helps build a strong financial profile.

What is ITR?

An Income Tax Return (ITR) is a form that taxpayers file with the Income Tax Department to report:

• Their income from various sources (salary, business, capital gains, etc.)
• Deductions under sections like 80C, 80D, etc.
• Taxes already paid through TDS (Tax Deducted at Source), advance tax, or self-assessment
• Any tax liability or refund claim

Types of ITR Forms

The Income Tax Department has prescribed different ITR forms for different categories of taxpayers:

Due Dates for ITR Filing (FY 2024-25)

Note: These dates may change if the government announces extensions.

 Benefits of Filing ITR in Delhi

1. Legal Compliance
   Filing ITR is mandatory if your income exceeds the basic exemption limit.
2. Loan & Visa Applications
   ITR documents are often required for visa processing or loan approvals.
3. Claiming Refunds
   If excess TDS has been deducted, you can claim a refund only through ITR filing.
4. Carry Forward Losses
   Certain losses (like capital losses) can be carried forward only if ITR is filed on time.
5. Avoid Penalties
   Late filing can attract a penalty of up to ₹5,000 under Section 234F.

Documents Required for ITR Filing 

• PAN Card & Aadhaar Card
• Form 16 (for salaried employees)
• Salary slips
• Bank account details
• Form 26AS & AIS/TIS
• Investment proofs (80C, 80D, etc.)
• Capital gain statements (if any)
• Business income details (if applicable) 

How to File ITR?

You can file ITR in two main ways:

1. Online Mode (via e-Filing Portal)
   Visit https://www.incometax.gov.in, log in, and file your return using the pre-filled data.
2. Offline Mode (using utility tools)
   Download the utility (JSON/Excel) from the e-filing portal, fill in details, and upload it.

You can also file ITR’s through Taxcellent at very reasonable prices

Consequences of Not Filing ITR

• Penalty under Section 234F
• Inability to claim refunds
• Loss of carry-forward benefits
• Interest under Sections 234A/B/C
• Legal consequences in case of tax evasion

Conclusion

Filing your ITR is not just a legal formality but a sign of financial responsibility. With digitalization, the process has become easier than ever. Whether you’re a salaried individual or a business owner, ensure timely and accurate ITR filing to stay compliant and financially prepared for the future.

Please connect with Taxcellent for ITR filing within statutory timelines