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Salaried using ITR-1 SAHAJ must keep these 9 documents handy, here's your checklist


Annual ritual of filing Income Tax Return (ITRs) should be completed. This year, taxpayers will be filing ITR for assessment year 2021-22 or FY 2020-21. The most basic - ITR-1 or Sahaj - is to be filled by the
salaried class of taxpayers. The form this time seeks an assessee's details in separate fields such as allowances not exempt, profit in lieu of salary and value of prerequisites among others.

1. General Information

PAN

Aadhaar card number

2. Salary/Pension: Form 16 from Employer(s)

3. Income from house property

Rent receipt

Housing loan account statement for deduction of interest

4. Other sources

Bank Statement/passbook for interest on saving account and on fixed deposits

5. Claim of deduction under chapter VI-A

Your contribution to PF/NPS

Your Children's school tuition fees

Life insurance premium reciept

Stamp duty and registration charges

Principal repayment on your home loan

Equity Linked Saving Scheme/Mutual funds investments

Receipt with details of donations eligible for 80G

The aggregate amount of deduction admissible u/s 80C, 80CCC AND 80CCD(1) and shall be restricted to maximum limit of Rs 1.5 lakh.

6. Fill up Schedule Dl if you have made any investment/deposit/payments between April 1, 2020 to July 31, 3030 for the purpose of claiming any deduction under Part B of Chapter VIA

7. Tax Payment Details

Verify the tax payment details as available in your form 26AS.

8. TDS Details

Verify the TAN details and the amount of credit available in your form 16 (For salary), 16A (non Salary) and 16C (Rent)

PAN/Aadhaar of Tenant

9. Other information

Exempt income like agricultural income, dividend (only for reporting purpose)

Details of all active bank accounts held in India (Minimum one account should be selected for refund credit)

Form 10E in case relief u/s 89 is claimed

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