ITR 3
- For an insurance agent filing an ITR, keep these documents ready:
- PAN Card
- Aadhaar Card
- Form 26AS
- Annual Information Statement (AIS) and Taxpayer Information Summary (TIS)
- Insurance commission statement (from the insurance company/insurer)
- Form 16A (if TDS has been deducted on commission)
- Bank account statements
- Interest certificates (bank/post office, if applicable)
- Details of business expenses (if claiming deductions in ITR-3)
- Investment proofs for deductions under sections such as 80C, 80D, etc.
- Home loan interest certificate (if applicable)
- Capital gains statements (if you sold shares, mutual funds, property, etc.)
- Details of any other income (rent, pension, freelance income, etc.)
- These documents are generally sufficient to prepare and file your Income Tax Return accurately.