Filing is a sequence, so this page is numbered. Each step produces something you can check before moving on.
PAN, Aadhaar, date of birth, residential status and address. Date of birth matters more than people expect — it sets your basic exemption limit under the old regime and decides whether you claim 80TTA or 80TTB.
Work through salary, house property, capital gains, business or profession, and other sources. Skip any head that does not apply to you; the sections you leave empty never appear in your return.
Every Chapter VI-A section is on one page with its own limit shown next to it. The 80C group is capped at Rs 1,50,000 combined and we apply that cap as you type.
TDS from Form 16 and Form 16A, TCS, advance tax and self-assessment tax. These reduce what you owe, and they decide whether interest u/s 234B and 234C applies at all.
Both regimes side by side, every schedule you used, and an appendix showing the tax slab by slab. This is the same statement a chartered accountant would hand you. Nothing is filed until you approve it.
Choose your regime, submit to the income tax portal, and e-verify with an Aadhaar OTP. Your acknowledgement (ITR-V) is saved to your dashboard.
| Document | Why we need it |
|---|---|
| Form 16 | Gross salary, exempt allowances, and TDS deducted by each employer |
| Form 26AS and AIS | To match every rupee of TDS, TCS and reported income against the department's records |
| Bank interest certificate | Savings and fixed deposit interest for the other sources head |
| Capital gains statement | Scrip-wise buy and sell detail for Schedule 112A and section 111A gains |
| Home loan certificate | Principal for 80C and interest u/s 24(b) |
| Investment and premium receipts | 80C, 80D, 80CCD(1B), 80E and the rest of Chapter VI-A |
| Rent receipts or rent agreement | HRA exemption, or 80GG if you get no HRA |