Document Required for ITR Filing

Document Required for ITR Filing

We suggest that you need only these papers which are applicable to you for preparation and filing of your returns

No original documents are required to attach in tax returns for FY 2024 - 25 AY 2025 - 26

If income from salary - Photocopy of FORM(s) 16, 16A, 16AA / Salary Certificate(s) issued by the Employer(s) for the Financial Year 1st April 2023 - 31st March 2024.

If income from house property - Rent receipts, interest certificates if any for exemptions

If income from Business and Profession - Any financial statements like Balance sheet and Profit Loss accounts if the company is in sole proprietorship

If, income from capital gains - Sale proceed details of assets resulting in capital gains or losses within the FY 2024-25. This also includes transactions done in stocks and equity markets.

If income from investment and other sources - Interest Certificates from investments or any other transactions

If Income from family - If you have any investments done by you on behalf of your dependent family members and any income arises from those would be taken in your account.

Tax Deductions - Any investments or donations or transactions done for deductions under sec 80 like insurance policy, deposits in PPF, ELSS, Infrastructure Bonds purchase receipts etc

TDS/ Advance Tax challans to avail tax refund

Photocopy of PAN Card

Your personal details to for New ITR Forms (which needs to be signed by you)

Last year's Acknowledgement copy of Income Tax Returns, or if this is your first time return filing process then you need to provide any of the following Residential Address Proof with your Photo Id, Self Attested, Remember this address will be used for tax refunds if any.

* Please sign the documents if they are in copies

**We need these documents if you don't have any details which are not furnished in Form 16 but you want to furnish them in your tax returns. Please note you cannot file your returns if you don't have a PAN Number, It is mandatory to obtain a PAN number first to file your returns.

Applying for PAN - Address Proof, and Photo Identity Proof and PP Size Photograph

Why TaxManager Stands Out

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Trusted by Million of Tax Filers

More than a million tax filers are trusting TaxManager to Manage and eFile their taxes accurately

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Experience Matters

We have more than 200+ experienced tax professionals on board to manage and file your taxes

What our clients are saying

The service was very good. I got a big rebate from IT with Taxmanger assisted filing without any query. The filing process and documents request process is also very simple. The main point here is I use to file IT using a very reputed IT filing firm but the refund use to get was nil. But with Taxmanger assisted filing I got a refund amount of nearly 01 L. I suggest to check the service once and will continue for ever.

Surendra Mandya

I am very much delighted with the service of Tax Manager, especially Ms Bhawna Kashyap, she had filed my return on 25/10/23 at 11am approx & Refund CR in my AC on 26/10/23 at 12:10pm....Great work team Tax Manager !!!

Nilesh Bhatkar

Smart and hard work is what I came across in this tax filing company. Not once I felt that they hesitated in answering my problems. An efficient team under strong and efficient leadership can be seen in their quality of work

Nitesh Sharma

CA Ashish is an excellent auditor and a person with integrity and patience. He is very caring and helpful. Bhavana is a very proactive person who is very prompt in answering clients calls and replies promptly to my messages on WhatsApp. My ITR filing was a seamless experience and I would love to go back to TAX manager next year. Premkumar Chennai

Premkumar T

I was assisted by Ms.Kavisha Goel for my Filing IT returns. She was courteous & professional in her approach. She took extra initiative in my file & i am delighted with her approach. I thank Tax Manager team for your suggestion & service.

Thammaiah Thelapanda

Tax Manager is providing the best services in Scrutinising , verifying and Filing the Tax Returns for the customers. Ms Bhavana from the team needs special mention for her commitment and uber service in Filing the ITR . Completed my ITR very quickly. Keep the good work ON 🤝🤝👏👏

Thomas Mathew

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Frequently Asked Questions - FAQs

Yes any individual having the following type of Income can go for Taxmanager services:-

  • Income From Salary.
  • Income from House Property.
  • Income from sales of saving schemes like Shares, Mutual Funds Units, Bonds.
  • Income from other sources (Interest from investments, dividends, income from winning lottery or horse race etc).

  • Register with Taxmanager.in and fill your Personal Information.
  • Enter the relevant financial details like Income sources, Investments, Expenditure, Losses etc.
  • Taxmanager.in generate your return based on this data.
  • View your tax computation and review other information.
  • Make a payment to Taxmanager.in based on the Filing Plan you chose.
  • Authorize Taxmanager.in to efile your Income Tax Return.
  • Receive an Acknowledgement via eMail (if return is signed digitally).

  • Go to My Account page.
  • Click on Create New ITR and provide it an appropriate name.
  • Click on Submit button.
  • ITR will add in the My Account Page.
  • Click on the Edit Button for inserting and updating the information.

  • After Creating your ITR Click on the Edit Button for inserting the information
  • Follow Personal Information link for fill your personal details.
  • Follow Salary Link for fill the information of your income sources and other financial details.
  • Follow Deduction link for fill the information of Investments and Expenditures.
  • Follow the others link like Losses, Tax Computation, Bank Details, Filling Status, AIR Details, Verification and fill the related information.

  • Follow the Income Link on My ITR Page.
  • Click on the Edit Button on Income Summary page for Providing the details of Income Source.
  • Go through Income From Salary if you have income from Salary.
    1. Click on Edit button for providing Employer's Detail.
    2. Provide the Employer Information as mention in your Form-16
    3. Click on Save & Continue with form-16 button.
    4. Fill the details of your Income as mention in the Form-16
    5. Provide the Investment and Deduction details.
    6. Click on the Save and Continue button.
    7. Follow the same process if you have more than one Form-16.
  • Income from House Property: Provide information about the income you are getting from your house-hold properties. If you don't have that income then fill the amount of interest on housing loan from Form-16 provided by your employer.
  • Income from Capital Gain: The income you are withdrawing through Mutual Funds, Shares, Bonds and Other Capital assets
  • Income from Other Sources: The income you are getting from family pension, agricultural, Rent, lottery, gift etc.
  • Clubbing of Income: Provide details of the particular person if you want to clubbed your income with your family members.

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