ITR filing · AY 2026-27
ITR filing checklist for AY 2026-27
Everything to gather, reconcile and check before you file your return for FY 2025-26 — so you claim every deduction, avoid mismatches, and do not miss the 31 July 2026 deadline.
Documents to gather
- Form 16 from every employer you had during FY 2025-26
- AIS and Form 26AS from the income-tax portal
- Bank and FD interest statements; dividend statements
- Capital-gains statements from your broker / mutual-fund platform
- Proofs for deductions claimed — 80C, 80D, 80CCD(1B), home-loan interest, rent receipts
- Bank account details (for refund) and PAN linked to Aadhaar
Step-by-step before you submit
- 1Decide your regime — compare old vs new on your actual numbers and pick the cheaper one.
- 2Reconcile your AIS and Form 26AS against Form 16 and your bank/broker statements.
- 3Claim every deduction you are entitled to, with proof in hand.
- 4Pick the correct ITR form for your income sources, and compute your tax (or refund).
- 5File on incometax.gov.in, then e-verify within the allowed window.
Key dates — AY 2026-27
A pre-submit review pays for itself
The cheapest time to find a missed deduction or a wrong regime is before you file, not after. Run your Form 16 through DrishtiTax first: it surfaces what you may have missed and whether your regime choice is right, so the return you submit is both complete and optimised.
Frequently asked questions
Educational information
This page is general information for salaried taxpayers in India, not legal, financial or chartered-accountancy advice. Tax outcomes depend on your full, individual circumstances. Figures use FY 2025-26 (AY 2026-27) rules and may change. Verify against official sources or a qualified professional before acting.
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