Match Form 16 and AIS
Check salary, TDS, bank interest, and other reported income.
Taxation Services
ITR Documents for Salaried Employees
File salary income with Form 16, tax records, bank details, and other income information.
Before you start
Salary ITR Eligibility and Document Guide
Check the basic rules and keep the required records ready before starting this service.
Important before you apply
Key points to consider for ITR Documents for Salaried Employees
Check these points carefully before choosing an option or starting your application.
Keep deduction proofs
Use only eligible deductions with correct supporting records.
Verify bank details
Use an active pre-validated account for any eligible refund.
2 eligibility points
Eligibility Criteria
See the basic conditions normally checked before you can apply.
Form-Selection Baseline - Fy 2025-26 / Ay 2026-27
ITR-1 (Sahaj) can be used only if all notified eligibility conditions are met. The Income Tax portal for AY 2026-27 describes ITR-1 for a resident individual (other than not ordinarily resident), with total income up to ₹50 lakh and permitted income such as salary/pension, specified house-property income, other sources and limited section 112A long-term capital gains, subject to the notified form conditions.
Use ITR-2 instead when salary taxpayer has items outside ITR-1 but no business/profession income, subject to form rules. Use ITR-3 when the individual/HUF also has business/profession income and is not eligible for simpler form.
56 document points
Document Requirements
Check which clear and valid documents you should keep ready.
Core Document Checklist
Identity / account
- PAN.
- Aadhaar/KYC details as needed.
- Active mobile/email.
- Bank accounts; nominate/validate refund bank account.
Employer
- Form 16 from every employer.
- Monthly salary slips where needed.
- Full & final settlement / arrears details if employer changed.
- Perquisite/ESOP details where applicable.
Tax information
- AIS.
- TIS.
- Form 26AS.
- Form 16A for non-salary TDS.
- Advance tax / self-assessment tax challans.
- Previous ITR if losses/refund/continuity matters.
Interest / bank
- Savings interest.
- FD/RD interest certificates.
- Bank statements where needed.
House property
- Home-loan interest certificate.
- principal repayment certificate if relevant.
- rent received details.
- municipal taxes.
- property ownership/share.
- pre-construction interest, where applicable.
HRA
- Rent receipts.
- Rental agreement.
- landlord PAN where required by the applicable reporting/documentation rules.
- employer HRA computation if available.
Investments / deductions
- Life-insurance premium receipts.
- ELSS/PPF/NPS proofs.
- health-insurance receipts.
- tuition-fee proof.
- home-loan principal/interest.
- donation receipt with required registration details.
- education-loan interest certificate.
- eligible disability/medical certificates.
Capital gains - conditional
- Broker P&L / capital-gains report.
- Demat statement.
- mutual-fund capital-gains report.
- property transaction documents.
- VDA/crypto transaction data.
Other
- Dividend/other income.
- family pension.
- clubbing income.
- foreign assets/income for applicable taxpayer.
- foreign tax credit documents.
- previous-year loss details.
Important
ITR forms are generally annexure-less: documents are usually not uploaded with the return, but the taxpayer should keep the evidence for verification/assessment.
File a salary ITR in three steps
Follow these three simple steps.
- 1Choose the right serviceConfirm that salary ITR filing matches what you need.
- 2Keep documents readyCheck the list and prepare clear, correct copies.
- 3Check and file the returnSign in, submit the request, and track the latest update.
More tax and registration services
Open another service to read its own eligibility and document guide.
Reference Basis
These public sources were checked for this guide. Rules can change, so open the source for the latest official information.