Documents needed to file ITR-3

• Personal Information

  • PAN Card
  • Aadhaar Card
  • Bank account details (Account number, IFSC, bank name, and type of account)
  • Form 26AS: Tax Credit Statement (downloadable from the income tax portal)

• Income from Salary

  • Form 16 provided by your employer, detailing salary and TDS deductions
  • Salary slips if required

• Income from Business or Profession

  • Bank statements and loan accounts for the financial year
  • Audited accounts for the financial year
  • Detailed accounts, including:
  • Cash flow statements
  • Ledger
  • Sales and purchase register
  • Expenses register
  • Tax audit report if applicable under Section 44AB
  • Details of business assets if applicable

• Income from House Property

  • Details of owned properties (self-occupied/rented)
  • Rent receipts (for rental income)
  • Home loan interest certificates (if claiming deductions under Section 24(b))
  • Municipal taxes paid receipts

• Income from Capital Gains

  • Transaction statements from broker/demat account for shares, mutual funds, etc.
  • Purchase and sale deeds for property transactions
  • Capital gains computation statement if applicable
  • Indexation cost details for long-term assets

• Income from Other Sources

  • Interest certificates from banks and post offices
  • Dividend income details
  • Details of any gifts received (if applicable)
  • Income from fixed deposits, recurring deposits, or other investments

• Tax-Saving Investments & Deductions

  • Proof of investment under Section 80C, 80D, etc., such as:
  • Life insurance premium receipts
  • Public Provident Fund (PPF) contribution
  • ELSS mutual fund investment
  • National Saving Certificate (NSC)
  • Tuition fees paid for children
  • Health insurance premium receipts (Section 80D)
  • Donations receipts (Section 80G)
  • Home loan principal repayment receipts

• TDS & Advance Tax Payments

  • Form 16A/16B/16C for TDS on interest, rent, or property sale
  • Self-assessment/advance tax payment receipts (if applicable)

• Foreign Income/Assets (if applicable)

  • Foreign bank account details
  • Income earned from foreign investments
  • Details of foreign property or assets

• Other Supporting Documents

  • Aadhaar-linked mobile number for OTP verification
  • Documents for carry-forward of losses (e.g., business or capital loss statements from previous years)