The ITR-4 Document Checklist includes:
1. PAN or Details as per PAN: PAN Number, Name, Date of Birth and Father's Name
2. Aadhaar Details as per Aadhaar: Aadhaar Number, Address with PIN code
3. Form 26AS for AY 2020-21: Guide to download Form 26AS
4. Pre-filled XML for AY 2020-21: Guide to download Pre-filled XML
5. Bank Account Details: Name of Bank, IFSC code, Account Number and Account type
6. Challans for Self-Assessment Tax & Advance Tax payment (if any)
7. IT Notice: If filing a revised return or a return in response to a department notice - details of original return and notice
Salary:
1. Form 16 received from all employers for AY 2020-21
2. Pension statements
House Property:
1. Address of the property with pin code
2. Name and PAN of Tenant
3. Co-owner details in case the property is co-owned
4. In case of house/property loan - Interest certificates/repayment certificate from Bank
5. Challan of Municipal taxes paid on property if any
6. Total Rent receipts in case the Hose property is rented out
Business and Profession:
Business under Section 44AD
1. Description of Business Activity
2. Nature of Business Code
3. Turnover from business and proof (if any)
4. Bank Statements for the financial year
Profession under Section 44ADA
1. Description of Professional Service
2. Nature of Profession Code
3. Gross Receipts from profession and proof (if any)
4. Bank Statements for the financial year
Other Incomes (IFOS):
1. Savings account statements, Savings interest certificate, FD interest certificate and interest on Income Tax Refund
2. Interest certificates for deposits/bonds/NSC PPF
3. Dividend received from domestic companies
4. Dividend received from foreign companies
5. Rent agreement in case of let out machinery
6. Details about receipts of any other incomes
Deductions under Chapter VI-A:
1. PPF account statement
2. Fixed deposit certificates/statements
3. Mutual fund NAV statements
4. ELSS/ULIP/NSC investment details
5. Life insurance premium receipts
6. Medical insurance premium receipts
7. Preventive health checkup details
8. Medical expenditure receipts in case of Senior Citizens
9. Pension fund/ National pension scheme statement
10.House/property loan interest certificate/repayment statement
11.Education loan interest certificate/repayment statement
12.Tuition fees paid
13. Donation receipts
14. Certificate from specified medical authorities in case of disability
15.Receipts/proof of any other tax saving investment/contributions
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