Mandatory Filing (FY 2025-26)

• Have deposited ₹1 crore+ in bank accounts

• Have spent ₹2 lakh+ on foreign travel

• Have electricity bills exceeding ₹1 lakh

• Want to claim tax refund

Documents / Information Needed

• Form 16: (from employer — TDS certificate)

• Form 26AS: / **AIS** (Annual Information Statement — download from income tax portal)

• Bank statements: (all accounts — interest income)

• Investment proofs: (80C, 80D, NPS, etc.)

Step 2: Download Form 26AS and AIS

• Go to e-File → Income Tax Returns → View Form 26AS

• Also check AIS (Annual Information Statement) for all financial transactions

• Cross-check TDS amounts with your Form 16

Step 3: Start Filing

• Select Assessment Year (e.g., AY 2026-27 for FY 2025-26)

• Select filing mode: Online (recommended for most)

• Select ITR form (ITR-1 for most salaried employees)

• Select filing reason (on time / belated / revised)

Step 4: Pre-filled Data

• Form 16 (salary, TDS)

• Bank interest (from AIS)

• Previous year's filing

Step 5: Enter Income Details

• Salary:: Verify gross salary, exemptions (HRA, LTA)

• House Property:: Rental income, home loan interest

• Other Sources:: Bank interest, FD interest, dividends

• Capital Gains:: Equity, mutual funds, property sale

Read the Full Guide

Complete guide to file ITR online on the income tax portal. Which form to use, documents needed, step-by-step e-filing p

Read on CitizenNest →