ITR Filing 2025: What Are the Essential Documents You Must Collect?

The government has extended the last date to file the Income Tax Return (ITR) for FY 2024-25 (AY 2025-26) from July 31, 2025, to September 15, 2025 for individuals who do not need to get their accounts audited. This includes salaried people and pensioners. However, for other taxpayers, the deadline remains unchanged as of now.

Even though there is more time, it is important to collect all necessary documents early. Doing so helps avoid last-minute mistakes and ensures smooth ITR filing.

Key Documents to Collect for ITR Filing 2025

1. Form 16

This is issued by your employer and shows your salary and the tax deducted during the year. It is essential for salaried individuals to file their return correctly.

2. Other TDS Certificates

• Form 16A: TDS on interest, commission, etc.
• Form 16B: For property sellers (if value exceeds ₹50 lakh).
• Form 16C: TDS on rent above ₹50,000/month.
• Form 16D/16E: TDS on commission, professional fees, and virtual digital assets.

3. Capital Gains Statement

If you’ve sold shares or mutual funds, this helps calculate gains and know whether old or new tax rules apply (new rules from July 23, 2024).

4. AIS, TIS & Form 26AS

These are available on the Income Tax e-filing portal. They show your income, TDS, and other financial details. Always cross-check this data before filing.

5. Foreign Income & Unlisted Shares

If you hold foreign assets or unlisted shares, reporting them is compulsory, even if your income is below the taxable limit.

6. Interest Certificates & Bank Statements

Collect interest certificates from banks, post offices, and investment bonds. Also, download all bank statements for FY 2024-25.

7. Tax-Saving Investment Proofs

If you're using the old tax regime, collect documents for deductions under sections like 80C, 80D, HRA, LTA, and home loan interest.

8. PAN, Aadhaar & Bank Details

Keep your PAN, Aadhaar, and details of all your bank accounts (account number, type, IFSC) ready. These are needed for login and refund processing.

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Conclusion

Though the ITR deadline has been extended, preparing early is wise. Gathering your documents now ensures that you file your return accurately and on time. Always cross-check your income details with AIS and Form 26AS and seek help if anything seems wrong. Filing on time helps avoid penalties and gives peace of mind.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.

Investments in the securities market are subject to market risks. Read all the related documents carefully before investing.