Filing your income tax return online through the NBR e-return system is convenient and efficient — but even a small mistake or missing document can cause delays or rejection.
To help taxpayers file confidently, S. Rahman & Co., Chartered Accountants, presents a complete E-Return Checklist for the Assessment Year 2024–2025.
Whether you are a salaried individual, business owner, or investor, this checklist will guide you in preparing all necessary documents before submission.
The National Board of Revenue (NBR) requires multiple proofs to verify your income, deductions, and tax payments.
Having an organized checklist helps you:
Submit your e-return faster and more accurately
Claim eligible tax rebates properly
Avoid penalties or revision notices
Ensure smooth acknowledgment and assessment
| SL | Required Document | Remarks / Notes |
|---|---|---|
| 1 | E-TIN Certificate | |
| 2 | Mobile Number | Must be registered in your own name (as per BTRC record) |
| 3 | Email Address | Active email for communication |
| 4 | Copy of Last Return | Last submitted return |
| 5 | Salary Certificate with TDS Challan | Provided by your employer for FY 2024–2025 |
| 6 | CAR AIT Certificate | For motor vehicle owners (if applicable) |
| 7 | Land Registration Documents | Deeds, DCR, and updated rent receipts |
| 8 | FDR Certificate | From bank(s), with interest details |
| 9 | Savings Certificate (Shanchaypatra) | Include certificate copies and interest statements |
| 10 | Bank Statements (July 2024 – June 2025) | For all active accounts |
| 11 | BO Certificate | From brokerage house, if you invest in shares or mutual funds |
| 12 | Life Insurance Premium Certificate | Include payment receipts and insurer details |
| 13 | Other Investment Documents | DPS, Bonds, Provident Fund, etc. |
| 14 | Loan Documents (if any) | Home or personal loan with repayment schedule |
| 15 | House Rent Agreement / Utility Bills | For salaried individuals to support accommodation claims |
| 16 | Foreign Remittance / Overseas Income Proof | For expatriates or those with foreign income |
| 17 | National ID / Passport Copy | For identity verification |
| 18 | Tax Deducted at Source (TDS) Certificates | From banks, tenants, or institutions |
| 19 | Business Documents (if applicable) | Trade license, financial statements, and income summary |
| 20 | Dividend / Interest Income Statements | For share or bond earnings |
Keep soft copies (PDF/JPEG) of all documents — they help during online verification.
Ensure all bank statements cover the entire fiscal year.
Verify your employer’s TDS challan matches your salary certificate.
Keep all investment and savings proofs ready to claim rebates accurately.
Need help with your e-return?
Our experienced tax professionals can assist you with:
Preparing and reviewing your return
Calculating accurate tax and rebate
Submitting your e-return through the NBR system
Responding to NBR queries or notices