Documents and Information required for filling Income Tax Return of FY 2019-20 (AY 2020-21)

Hello Friends,

I have received many Queries that What Information and Documents should we collect and maintain for filling Income Tax Return? So I have complied list of Documents and Information required for Filling Income Tax Return of FY 2019-20 (AY 2020-21).

Due to Covid-19 Pandemic CBDT has extended Due Date for Filling of Income Tax Return for Financial Year ending 31/03/2020 (AY 2020-2021) is

For Non-Tax Audit Case 30/11/2020

Tax Audit Case 30/09/2020

*There is Compulsory Late Filling Fees for delay in filling Return.


Documents / Details required for Filling of Income Tax Return

A. Copy of PAN Card

B. Copy of Aadhar Card

C. For Salary Income : Form 16 / Salary Slip of All month

D. Documents related to Interest Income
- Bank Statement / Passbook for Interest on Saving Account
- Interest Income Statement for Fixed Deposit
- TDS Certificate issued by Bank and Others

E. In case of Income form Business and Profession : Balance Sheet and Profit & Loss

F. All Bank Statement or Passbook (Saving or Current or Loan account) from 01/04/2019 to 31/03/2020

G. Tax Saving Investment Proofs, Such as :
- Your contribution to Provident Fund
- Your children’s school tuition fees
- Life insurance premium payment
- Stamp-duty and registration charges
- Principal repayment on your home loan
- Equity Linked Savings Scheme/Mutual funds investment
- The maximum amount that can be claimed under Section 80C is Rs 1.5 lakhs

H. In case of Shares Trading and F&O Transaction and Mutual Fund: Ledger Statement from Broker, Short Term Long Term Capital Gain Statement with Dates and Rate of Purchase and Sales with ISIN Number, Opening and Closing Holding Statement.

I. In case of Amount Invested in Private Limited Co. Details of Investment.

J. Any other Income Proof

In case you have any Query or Doubt mail me on canrgugale@gmail.com or Enter in Comment Box.

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