Loading page
About this tool
Build a personalised list of the documents you need to file your income tax return, based on your income sources and deductions.
The ITR Document Checklist Builder turns your income profile into an exact list of the papers you need before you open the e-filing portal. Tick what applies — salary, rent, capital gains, freelancing, F&O, foreign assets, HRA, 80C, 80D, 80G — and it assembles the matching Form 16, interest certificates, broker statements, loan certificates and deduction proofs, grouped by section with a progress tracker. It is built for salaried filers, freelancers and investors who want to gather everything once instead of hunting for a missing certificate mid-filing.
Open ITR Document Checklist Builder on AltFTool — it loads instantly in your browser.
Enter the values you already know.
Fine-tune the options to match your scenario.
Read the result and use it in your planning or reporting.
Only shows the documents your actual income sources and deductions require.
Hides old-regime deduction proofs when you file under Section 115BAC.
Tick items off and copy the list to share with your CA or family.
Every filer needs PAN, a PAN-linked Aadhaar, bank account details with IFSC, Form 26AS and the Annual Information Statement. On top of that you need Form 16 for salary, interest certificates for deposits, broker statements for capital gains, and deduction proofs such as 80C and 80D receipts if you file under the old regime.
No. Indian income tax returns are annexure-less, so nothing is attached at filing. You must retain the documents and produce them if the return is selected for scrutiny or you receive a notice, so keep them for at least six years from the end of the assessment year.
Most Chapter VI-A deductions including 80C, 80D and HRA are not available under Section 115BAC, so those proofs are not used. The employer's NPS contribution under Section 80CCD(2) still works, and business filers need the Form 10-IEA acknowledgement to switch regimes.
The Annual Information Statement reports interest, dividends, share and property transactions and large cash deposits that the department already knows about. Filing figures that contradict the AIS is a common trigger for a mismatch notice, so reconcile it with Form 26AS and your own records first.
Add the ITR Document Checklist Builderwidget to your blog or website — free, responsive, no signup. Just keep the “Widget by AltFTool” credit link visible.
<iframe src="https://www.altftool.com/embed/widget/itr-document-checklist-builder"
title="ITR Document Checklist Builder — free AltFTool widget"
width="100%" height="640" style="border:0;border-radius:12px;overflow:hidden"
loading="lazy" referrerpolicy="no-referrer-when-downgrade"></iframe>
<p style="font-size:12px;margin:4px 0 0">Widget by <a href="https://www.altftool.com/tools/all/itr-document-checklist-builder?utm_source=embed&utm_medium=widget">AltFTool — free online tools</a></p>