Required for All Taxpayers

Universal Checklist — FY 2025-26

PAN Card
Mandatory. Only your 12-digit Aadhaar number is accepted from AY 2026-27 — the 28-digit Enrolment ID is no longer valid. Ensure PAN-Aadhaar is linked.
Form 26AS
Your Tax Credit Statement. Download from the income tax portal. Shows TDS deducted by employers/banks, advance tax paid, and refunds. Any mismatch with your return = potential notice.
Annual Information Statement (AIS)
Covers April 1, 2025 to March 31, 2026. Includes interest income, dividends, high-value transactions, and all tax payments. Your return must match your AIS.
Taxpayer Information Summary (TIS)
A simplified version of AIS. Use it as a quick sanity check before you file.
Pre-validated Bank Account
IFSC code + account number, pre-validated on the Income Tax portal. If not validated, your refund will be delayed or blocked.