ITR Filing for Salaried Employees — Documents You Need
A clear checklist of every document a salaried employee needs to file their Income Tax Return in India, with tips to avoid common mistakes.
Filing your Income Tax Return (ITR) as a salaried individual in India is straightforward when you have the right documents ready. The ITR-1 form (Sahaj) applies to most salaried employees with income from salary, one house property, and other sources (excluding business income).
Core Documents Every Salaried Person Needs
- Form 16 from your employer (Part A + Part B)
- PAN Card
- Aadhaar Card (linked to PAN)
- Bank account details for refund credit
- Form 26AS and Annual Information Statement (AIS) from the Income Tax portal
Understanding Form 16
Form 16 is the most important document for a salaried employee's ITR filing. It is issued by your employer and contains two parts.
- Part A: TDS deducted and deposited on your behalf, quarter by quarter
- Part B: Detailed salary breakup — basic, HRA, allowances, perquisites, deductions under Chapter VIA (80C, 80D, etc.)
Documents for Claiming Deductions
Section 80C (up to ₹1.5 lakh)
- LIC premium receipts
- PPF passbook / statements
- ELSS mutual fund statements
- Home loan principal repayment certificate
- Children's tuition fee receipts
- NSC / tax-saving FD receipts
Section 80D — Health Insurance
- Health insurance premium receipt (for self, spouse, children)
- Premium receipt for parents' health insurance (additional ₹25,000–₹50,000)
Home Loan Deductions (Section 24 & 80EEA)
- Home loan interest certificate from your bank
- Home loan principal repayment statement
- Sale deed / possession letter (for first-time buyers)
Common Mistakes to Avoid
- Not checking Form 26AS before filing — mismatches can cause notices
- Forgetting income from multiple employers (if you switched jobs)
- Missing interest income from savings accounts (taxable above ₹10,000)
- Not reporting income from freelance work or digital platforms
- Filing under the wrong ITR form
Due Date for Salaried ITR
For FY 2025-26 (AY 2026-27), the due date for ITR filing for salaried individuals is 31 July 2026. Filing after this date attracts a late fee of up to ₹5,000 and forfeiture of certain carry-forward losses.
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