The Complete ITR Filing Checklist (AY 2026-27)

Key dates, right ITR form, documents, capital gains, and the mistakes that trigger notices — one clean checklist for every filer.

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4-page comprehensive guide — tables, checklists, and a watch-outs section. The master document every other checklist connects to.

What's inside

Every AY 2026-27 filing deadline by case — ITR-1/2, ITR-3/4, audit cases, transfer pricing, belated/revised, and ITR-U
A 4-way decision table for picking the right ITR form (1 through 4)
Full document checklist — PAN/Aadhaar, Form 26AS, AIS/TIS, interest certificates, last year's ITR
Salaried & house property section: Form 16, rent receipts, HRA, home loan interest, 80C/80D proofs
Capital gains & traders section: broker P&L, F&O vs intraday classification, STCG/LTCG rates, ESOPs, property sale
Foreign assets section: Schedule FA tables, SBI TTBR conversion, Form 67, Schedule FSI/TR
Old vs new regime comparison with the full FY 2025-26 slab tables
Final reconciliation checklist — matching AIS and Form 26AS before you file
6 specific watch-outs that turn a normal return into a notice

Who it's for

Every ITR filer — salaried, capital gains, or complex cases like traders, ESOP holders, and anyone with foreign assets. This is the master reference that covers all bases.

Why it matters

Miss the due date and you lose the option to carry forward most losses, pay 234A interest plus a 234F fee of up to ₹5,000, and can no longer switch to the old regime.

How It Works

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