Documents needed to file ITR-4

• 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 Business or Profession (Presumptive Taxation)

  • Gross receipts or turnover details:
  • For Section 44AD: Business turnover
  • For Section 44ADA: Professional receipts
  • For Section 44AE: Income from goods vehicles
  • Proof of GST registration (if registered under GST)
  • Bank statements related to the business/profession
  • Details of vehicles (for Section 44AE, if applicable)

• Income from Salary

  • Form 16: Provided by your employer, detailing salary and TDS deductions
  • Salary slips (if required)

• Income from House Property

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

• 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 investments under Section 80C, 80D, etc., such as:
  • Life insurance premium receipts
  • Public Provident Fund (PPF) contribution
  • ELSS mutual fund statements
  • National Savings 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 abroad or through foreign investments
  • Details of foreign property or assets

• Other Supporting Documents

  • Aadhaar-linked mobile number for OTP verification
  • Documents for carry-forward of losses (if applicable)