ITR FILING: GATHER THESE DOCUMENTS BEFORE MEETING YOUR CA
The Business Guardian|July 10, 2024
Ensurea smooth ITR filing process by gathering essential documents beforehand to provide your CA with everything needed for accurate and optimal tax return filing
ITR FILING: GATHER THESE DOCUMENTS BEFORE MEETING YOUR CA

Tax season is upon us again in India! While some individuals may feel comfortable navigating the intricacies of filing income tax returns (ITR) themselves, many others seek the guidance of a chartered accountant (CA). Before visiting your CA, being prepared with the proper documents can make the entire process smoother, faster, and more efficient.

This guide provides a comprehensive list of essential documents to gather before consulting your CA for ITR filing. Having this information readily available will save you time and hassle, ensuring your CA has everything they need to file an accurate and optimal tax return on your behalf.

General Documents Needed to File Income Tax Return

As an Indian taxpayer, filing your ITR is an essential annual responsibility. Organizing all necessary documents beforehand is crucial to ensure a smooth filing process. Here’s a breakdown of the vital documents under “General Documents”:

PAN Card: Your Permanent Account Number (PAN) is your unique identifier in the Indian tax system. It’s a must for filing your ITR.

Aadhaar Card: Linking your Aadhaar card to your PAN card is mandatory for most taxpayers. Having your Aadhaar details handy will streamline the ITR filing process.

Bank Account Details: You need your bank account details, including account numbers and IFSC codes, especially for tax refunds or deposits.

TDS Certificates (Tax Deducted at Source): These include Form 16 (issued by your employer) and Form 16A (for other income sources), reflecting the tax deducted at source from your income.

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