ITR documents checklist for salaried clients
Income tax return for a salaried person (ITR-1 / ITR-2). Every item below, with where your client gets it.
Why clients should send it on time: Filing after the due date means a late fee of up to ₹5,000, interest on any tax due, and a slower refund.
The checklist
- 1
Form 16
Part A and Part B from every employer you worked for during the year.
Where the client gets it: Ask your employer's HR or payroll team. It's usually emailed by mid-June. You need both Part A and Part B, for every employer you worked for in the year.
- 2
AIS / 26AS
Download from the income tax portal (AIS → Download PDF). We can open it with your PAN and date of birth.
Where the client gets it: Log in at incometax.gov.in → Services → Annual Information Statement (AIS) → Download → PDF. The AIS opens with your PAN in small letters followed by your date of birth (DDMMYYYY); a Form 26AS from TRACES opens with just your date of birth. We can open both for you.
- 3
Bank interest certificates
Savings and FD interest certificates from every bank.
Where the client gets it: Net banking: usually under Accounts or Deposits → Interest certificate. For a home loan, the lender emails a provisional certificate or you download it from their portal.
- 4
Investment proofs (80C)
Only if you're filing under the old tax regime: LIC, PPF, ELSS, tuition fees, home loan principal, etc.
Where the client gets it: LIC premium receipts (app or email), PPF passbook or statement, ELSS statement from your fund or app, school fee receipts, home loan principal from the lender's certificate.
- 5
Health insurance premium (80D)
Only if you're filing under the old tax regime: premium receipts for you, your family and parents.
Where the client gets it: The premium receipt or 80D certificate from your insurer's app or email, for yourself and for your parents if you pay for them.
- 6
Home loan interest certificate
Provisional or final certificate from the lender, if you have a home loan.
Where the client gets it: From your lender: the provisional or final interest certificate for the year, emailed to you or downloaded from their app or portal. It shows the interest and principal you paid.
- 7
Rent receipts
Only if you claim HRA and it isn't already in your Form 16.
Where the client gets it: Monthly receipts signed by your landlord, with their PAN if yearly rent is above ₹1 lakh. A rent agreement helps too.
- 8
Bank account for refund
A cancelled cheque or passbook first page of the account you want the refund in.
Where the client gets it: A photo of a cancelled cheque or the first page of the passbook, showing your name, account number and IFSC.
- 9
Any other income this year? question
Rent from a property, sale of shares, mutual funds or property, foreign income, crypto? Type "none" if nothing.
Collecting it without the chase
- Send the list as one link on WhatsApp. The client ticks items off as they upload, from their phone.
- Each file is checked as it arrives: the right financial year, the client's own PAN, and locked AIS or bank PDFs opened.
- Reminders go out until every item is in, and stop by themselves when it is.
Other checklists
Send this checklist to a client as one link
Your client opens it on WhatsApp, uploads each item from their phone, and every file is checked as it arrives. First month free, no card.