Required documents for Tax proof submission

S. No Category Mandatory document Alternate document

1 Interest on Higher education loan Provisional Interest certificate issued by bank -
Consolidated provisional interest certificate from
Bank -
Loss on House property (Self- Form of verification -
Occupied/Let out)
Ownership proof ( Property tax receipt for current Electricity payment receipt /
year) Registered Sale deed
Joint ownership declaration signed by the co-
Also, If Jointly owned by associate
Owner(s) -
Loan sanction letter from Bank -
2 Also, If claiming additional benefit First property declaration form filled and signed by
under Section 80EE/80EEA associate -
Registered Sale deed of the property -
Consolidated Pre EMI certificates for respective
years -
Also, If claiming Pre EMI Interest
Possession/handover certificate issued by builder

Also, If Claiming both LOHP as self-

occupied and HRA HRA LOHP Declaration signed by associate -
Rental agreement signed by Associate and Owner -
House Rent allowance Bank statement of associate
Rent receipt signed and issued by the Owner evidencing rent payment
3 If claim for a Hostel /Paying guest Pre Printed receipt of the hostel or PG and PAN
accommodation number -
If claiming both HRA and LOHP as Self-
HRA LOHP Declaration signed by associate
Occupied -
4 Life Insurance Premium Paid Receipt of Insurance premium paid Online premium payment receipt

Online PPF statement issued by Financial Front and payment page of the
5 Public Provident Fund physical passbook containing
Institution
associate and payment details
 Required documents for Tax proof submission

S. No Category Mandatory document Alternate document

6 Unit linked insurance plan Consolidated Unit statement containing date wise Receipt of payment made under
payments ULIP

Principal Repayment/Stamp Consolidated provisional certificate from Bank -

7
Duty/Registration Fees Electricity payment receipt /
Ownership proof( Property Tax Receipt) Registered Sale deed

8 Stamp duty and registration fee
9 School tuition fees for children
All pages of Sale deed with stamp duty payment
receipt issued by Registrar -
Customized challan containing
details and Bank seal for payment
Fee payment receipts issued by school made

10 Fixed Deposit Online deposit receipts with digital

Deposit receipts issued by Bank signature
Mutual Fund - Equity Linked Savings Mutual fund allocation statement issued by Fund statement issued by Mutual
11
Scheme financial institution fund agencies

12 Pension Fund - 80CCC Receipt evidencing payment made to pension

scheme -
13 National Savings Certificate NSC certificate issued by Post office -

14 Accrued Interest on NSC

Previous years' NSC certificate issued by Post Office -
Front and payment page of the
15 Sukanya Samriddhi Account Online SSA statement issued by Financial physical passbook containing
Institution associate and payment details

Medical Premium Payment receipt with amount-wise split and details Renewed Mediclaim policy with
of Insured details of Insured.
16
Also, If payment made for parents Bank statement evidencing amount paid by
associate -
 Required documents for Tax proof submission

S. No Category Mandatory document Alternate document

Medical Expenditure - Very Senior Medical bills of parents exceeding 80 years and
17 prescription if amount exceeds Rs.1000 on single
Citizen
day -
Maintenance of Physically Challenged Certificate in Form 10IA with % of disability signed Disability certificate issued by the
18
Dependent by treating specialist Doctor Government
Deduction in respect of specific
19
medical treatments Prescription issued by the treating specialist Doctor -
NPS Employee Contribution Under Receipt containing details of payment made in Tier NSDL statement for Tier 1 account
Section 80CCD (1B) 1 account with payment details
20
If contribution made to Atal Pension Passbook evidencing monthly payments and PRAN
Yojana number -
Final tax computation sheet authorized by Previous Form 16 for part period issued by
Previous Employment employer Previous employer
21 Form 12B duly filled and signed by associate -