Individual Income Tax Return (ITR Filing & AIS)
Comprehensive Indian tax compliance checklist for salaried individuals, consultants, and professionals.
Checklist Items (7)
Standard document slots included when you send this request to a client.
PAN Card and Aadhaar Card
Mandatory KYC documents with linked mobile number for e-verification.
Form 16 (Part A and Part B)
Issued by your employer showing total salary, TDS deducted, and chapter VI-A deductions.
AIS (Annual Information Statement) & Form 26AS
Latest financial year report downloaded from the Income Tax e-filing portal.
Full Financial Year Bank Statements (Apr 1 - Mar 31)
PDF statements for all active savings accounts showing savings interest earned.
Capital Gains Statements from Brokers
Year-end tax report from Zerodha, Groww, Upstox, CAMS, or KFintech.
Section 80C & 80D Investment Proofs
Receipts for PPF, ELSS mutual funds, LIC premium, and mediclaim health insurance.
Home Loan Interest & Principal Certificate
Provisional or final interest statement issued by your lending bank / HFC.
Why use DocTick for this checklist?
Files stream directly from the client's phone or browser into your organized Google Drive folder.
Clients open a 1-click magic link. No passwords to remember, no accounts to create, no apps to install.
Automated reminder emails follow up before your due date so you never have to chase clients manually.