27/07/2026
Documents Required for Individual Income Tax Return Submission
Assessment Year: 2026–2027 ( Year End on 30.06.2026).
Please provide photocopies of the following documents, as applicable, for the income year 01 July 2025 to 30 June 2026.
1. Source of Income
Employees: Salary Certificate for the relevant income year.
Business Persons: Valid Trade License and a copy of the latest Trade License renewal challan/receipt.
2. Bank Documents
Bank statements of all personal and business bank accounts for the relevant income year.
3. Investment Documents
Documents relating to the purchase, sale, or investment in:
Land/Plot
Flat/Apartment
Fixed Deposit Receipts (FDRs)
Savings Certificates (Sanchayapatra)
Shares, Mutual Funds, or other securities
Treasury Bonds
Any other investment instruments
4. Insurance
Life Insurance Premium payment receipts or certificates.
5. Deposit Schemes
DPS (Deposit Pension Scheme) statements or payment records.
6. Loan Documents
Documents relating to any loan obtained from or provided by a bank, financial institution, organization, or individual.
7. Motor Vehicle Documents
Vehicle Registration Certificate.
Vehicle Tax Token/Tax Challan.
Any other relevant vehicle-related documents.
8. Loan or Gift Given/Received
Supporting documents for any loan or gift given to or received from any person during the income year.
9. Other Relevant Documents
Please provide any other documents relevant to the preparation of your Income Tax Return, including but not limited to:
Rental income documents
Tax Deducted at Source (TDS) certificates
Dividend statements
Foreign income documents
Capital gain documents
Any other income or asset-related documents
10. Special Status Certificates (If Applicable)
Disability Certificate
Freedom Fighter Certificate
July Fighter Certificate
Any other certificate entitling you to tax exemptions, rebates, or other benefits under the Income Tax Act.
Note
Please submit photocopies only unless the originals are specifically requested for verification.
If any of the above documents are not applicable to you, please ignore the relevant item.
Additional documents or information may be requested, if necessary, to ensure the accurate preparation and timely submission of your Income Tax Return.
Best Regards,
K.K. ROY & CO.
Management Consultants