The Income Tax Return (ITR) filing season is going on, and the Central Board of Direct Taxes (CBDT) has already extended the deadline to September 15 from July 31, 2025. To file an ITR, you need some documents handy. Here is a list of some important documents that a taxpayer must keep before filing ITR. Take a look:

1) Form 16

Form 16 is a TDS certificate that salaried taxpayers need to file their income tax return (ITR). It’s an important document that proves that the government has received the tax deducted by your employer. Form 16 has two parts- A and B. 

Form 16 Part A
Details of the TDS that is collected and deposited every quart, as well as the employer’s PAN and TAN, are provided in Part A of Form 16.

Form 16 Part B
Part B of Form 16 is an annexure to Part A. Employers are required to provide Part B for their employees, which includes information on the wage breakdown and authorised deductions under Chapter VI-A.  

Also Read: ITR Filing 2025: Everything you need to know about Form 16 before filing income tax return

2) Capital gains statement

Reporting capital gains is important while filing your ITR. If you have sold any stocks, mutual funds, or other assets, your broker or investment firm should provide you with the capital gains statement. It assists you in determining whether gains are long-term or short-term.

3) Bank Statements/interest certificates

Taxpayers also need to keep their bank statements and interest certificates handy before filing their ITR. Banks issue these documents to account holders. It is required in ITR filing because you need to pay tax on your bank interest also after a certain limit.

4) PAN, Aadhaar details

Before submitting your tax return, make sure you have your PAN, and Aadhaar handy. Citing your Aadhaar number is required, and your PAN is necessary for filing. 

5) AIS, TIS and Form 26AS

26AS or AIS: Form 26AS and AIS are important documents to file an ITR. Form AIS contains information on taxes deposited by the taxpayer, including advance tax and self-assessment tax while Form 26AS describes the deduction of TCS and TDS.

TIS: The amount that banks and registrars provide to the income tax department is known as TIS (Taxpayer Information Summary). The value that is left over after accounting for processing value and taxpayer feedback is known as derived value. This number will be used to prefill the ITR if applicable.

Also Read- ITR Filing Date: CBDT extends income tax filing deadline to September 15