Which documents are needed for income tax return filing?

Prepare PAN, the relevant year, applicable income statements, AIS, Form 26AS, tax challans and prior return details. Salary, rent, gains, deductions, business and foreign-income records are requested only when relevant to your return.

Is Form 16 enough to prepare every individual return?

Not necessarily. Other income, investments, gains, interest, deductions or foreign assets may also need to be reported. Share all relevant information so the professional can select and prepare the appropriate return.

Are supporting documents attached to the ITR?

ITR forms are generally annexure-less. Supporting records are used to prepare and verify the return and should be retained for any later enquiry; they are not routinely attached as document annexures to the filed return.

Does the service fee include my income tax payment?

No. Any income tax payable is separate from the professional fee. Review the calculation and complete payment through the authorised channel as applicable.

Is filing complete before the return is verified?

The applicable verification step must also be completed. Follow the Income Tax portal’s instructions and retain filing and verification evidence. Complete OTP or other authentication yourself.

Does filing guarantee a refund or cover tax notices?

A refund depends on the records, entitlement and department processing. Notice responses, audit or other specialist work are included only when expressly stated in the accepted scope.

Income Tax Return Filing | Pirento

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Income Tax Return Filing — Packages and Professional Fees

Select the service scope and period. Professional fees are shown separately from applicable tax and statutory/provider charges.

Registered Office State:

Capital Gains / Multi-source ITR — Pirento

Asset types, transaction limits and applicable ITR form agreed upfront

Filing TAT: 3-5 working days for preparation after complete records

₹4,499

Professional Fee + 18% GST (₹810)

Govt Fee: ₹0 (Nil)

Get Started Now

What's Included:

Agreed brokerage / asset statements and multi-source income review

Capital gain and eligible loss computation using applicable rules

One agreed return for one financial / assessment year

Expert consultation and client-controlled e-verification support

Salaried ITR-1 — Pirento

One eligible ITR-1 for one agreed financial / assessment year

Filing TAT: 1-2 working days for preparation after complete records

₹899

Professional Fee + 18% GST (₹162)

Govt Fee: ₹0 (Nil)

Get Started Now

What's Included:

Form 16, AIS and Form 26AS record review

Eligible salary, one-house-property and other-source reporting

Applicable deduction / regime comparison within agreed scope

ITR-1 preparation, filing and client-controlled e-verification support

Business / Professional ITR — Starting

One agreed ITR-3 / ITR-4 case; eligibility and complexity confirmed first

Filing TAT: 2-3 working days for preparation after complete records

₹2,499

Professional Fee + 18% GST (₹450)

Govt Fee: ₹0 (Nil)

Get Started Now

What's Included:

Review of client-provided books / income records for one agreed year

Eligible presumptive scheme or agreed business / professional computation

Advance / self-assessment tax computation support where applicable

One agreed ITR-3 / ITR-4 filing and acknowledgment; audit / new books extra

₹2,499 is a starting professional fee. ₹899 and ₹4,499 are Pirento packages; confirm income types, eligibility, form and transaction scope before booking. Tax liabilities are separate. View scope and charges

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₹0 MCA ROC Fee for nominal capital up to ₹15 Lakhs under SPICe+.

Pure Agent Statutory disbursement under CGST Rule 33 (0% GST on Govt Fee).

Dedicated CA / CS Specialist assigned for end-to-end filing support.

Paperless Checklist

Required documents for Income Tax Return Filing

Prepare the records relevant to your case. The final checklist depends on your application, jurisdiction and agreed scope. Keep authentication codes and passwords private.

Documents and information to prepare

Taxpayer PAN, contact details and the relevant year.
Applicable Form 16/16A, AIS, Form 26AS and income statements.
Salary, interest, rent and other income records relevant to the return.
Tax-payment challans and previous return where relevant.

Only if applicable to your case

Capital-gains statements and asset acquisition/sale records for shares, mutual funds, property or other relevant disposals.
Eligible rent, investment, insurance, donation and loan-interest evidence for the chosen return and tax regime.
Business books, financial statements and applicable audit reports for business/professional income.
Foreign-income, overseas tax and asset/account records where reporting applies, with residency information.
Prior returns, notices and correspondence for revised or notice-related work. Supporting records are for preparation and retention; the ITR itself is annexure-less.

01 / Understand the service

A return built from your complete income picture.

Income-tax return preparation starts with the taxpayer, relevant year and all applicable income sources. The right return and schedules depend on those facts. A sound workflow includes reconciliation, calculation, customer approval and completion of the applicable verification step after filing.

Salaried individuals, investors, professionals and businesses can request a scope matched to their records. Foreign income or assets, business accounts, audit requirements and notice-related work need specific review.

A clear start

Understand the route, prepare the right information and agree the deliverables before work begins. The sections below explain what to expect at each stage.

Income Tax Return Filing service illustration — Income Tax Return Filing · A considered approach

02 / What this helps you do

Make the next decision with greater clarity.

The right year and form

A reconciled calculation

A complete filing trail

The right year and form

Assess the taxpayer and income profile before choosing a filing route.

A reconciled calculation

Review income statements, tax credits and supporting records together.

A complete filing trail

Retain the return, computation, acknowledgement and verification evidence relevant to the engagement.

03 / Before you begin

The information that shapes your service.

A short, accurate brief makes the first review more useful. These three areas determine the route, document checklist and the work that can be included in your order.

Taxpayer and year

All income sources

Supporting tax records

Taxpayer and year

Confirm who is filing, the relevant financial or tax period and whether the return is original, revised or another route.

All income sources

Disclose salary, interest, rent, gains, business and overseas items where applicable.

Supporting tax records

Provide AIS, tax-credit statements, income evidence, tax payments and eligible claim support for review.

Prepare a useful first brief

You do not need to know every legal or technical answer before speaking with the team. These questions help describe the situation accurately and identify what should be reviewed before the scope is agreed.

01. Who is filing, for which year and under what circumstances?

Confirm the tax year, taxpayer type and relevant residency facts. State whether the task is an original filing, a correction or work connected with a notice so the applicable route can be reviewed.

02. Which income sources and transactions apply?

List the income sources and transactions that occurred during the year. Include additional accounts or assets relevant to the assessment rather than relying solely on a pre-filled return or employer certificate.

03. Which statements and supporting records are available?

Identify available statements, prior returns, tax payments and supporting evidence. Flag inconsistencies for review and ask which further records are needed before the computation is approved.

04 / Define the engagement

Know what is included at each stage.

Your accepted package or quotation is the working scope. Check the application, document, period or transaction limits that apply to your case, and ask for any additional work to be listed clearly.

Profile and record review

Assess the income sources, return route and records within the agreed complexity limit.

Computation and return preparation

Reconcile the supplied information and prepare the applicable return for customer review.

Filing and verification guidance

Submit the approved return and guide the applicable verification step, retaining available evidence.

Client and professional reviewing the agreed work — A shared brief. Clear responsibilities.

The document checklist on this page separates the records to prepare from items that apply only in particular circumstances. Your case team confirms the final list and accepted formats before work starts.

05 / The details that matter

Look at income, credits and claims together.

Income completeness

AIS and tax-credit reconciliation

Verification matters

Income completeness

Bank interest, investments or additional employment may not be fully captured by a single salary statement. Share the complete picture.

AIS and tax-credit reconciliation

Compare the portal information with supporting records and investigate relevant differences rather than copying totals blindly.

Verification matters

Submission and verification are distinct steps. Complete verification within the applicable official timeline and keep evidence of both.

06 / Your service journey

From your first brief to the final record.

STEP 01Confirm the filing brief

STEP 02Collect supporting records

STEP 03Reconcile and calculate

STEP 04Customer review

STEP 05Submit the return

STEP 06Complete verification

01
Confirm the filing brief
Identify taxpayer type, relevant year, income sources and filing status.
02
Collect supporting records
Organise statements, gains details, books where relevant and tax-payment evidence.
03
Reconcile and calculate
Review reported information, credits and claims and explain material questions.
04
Customer review
Share the computation and relevant summary for approval.
05
Submit the return
File the approved information through the agreed route.
06
Complete verification
Guide the applicable verification and retain the acknowledgement and resulting status evidence.

The order of some activities may change after the initial review. Your approved scope determines the work, and any authority or third-party stage follows its applicable process.

07 / Plan the timing

A realistic schedule starts with readiness.

The year, filing route and current notifications determine relevant dates. Complete records, reconciliation and approval affect readiness. Departmental processing and refunds follow their own timeline.

STEP 01Information ready

STEP 02Review & approval

STEP 03Next-stage outcome

Preparation

A usable brief and complete records allow the team to confirm what can be prepared and what remains outstanding.

Your review

Prompt, consolidated answers and approval of factual details help prevent repeated document changes.

External stages

Authority processing, third-party evidence or the other party’s response may have a separate timetable. Ask which dependencies affect your case.

08 / Understand the quote

See the scope behind the fee.

Quote by taxpayer type, income sources, schedules and filing route. Tax, interest, late charges, audit, notice responses and additional-year work are separate unless expressly included.

Use the package and statutory-fee information displayed on this service page for the current commercial options. Before accepting a quotation, check its units, period, inclusions and any conditional additional work.

Itemised fee discussion with separate cost components — Professional work and other charges, clearly explained.

Professional work

The preparation, review, filing or advice expressly described in the accepted engagement.

Official or third-party amounts

Applicable government charges, taxes and external costs should be identified separately, with the relevant basis.

Additional scope

Extra documents, periods, classes, revisions or proceedings need a clear description and quotation when outside the original order.

Review service packages ↑

09 / What you receive

A handover you can keep and refer to.

Completion should leave you with the records named in your order. Review the deliverables below against the selected package, and distinguish a filed application or draft from an approval or final authority outcome.

Prepared return and computation

The final approved filing data and calculation within scope.

Acknowledgement

Evidence of submission for the relevant taxpayer and year.

Verification and follow-up note

The recorded verification status and any further action the customer must complete.

Organised case documents and handover folder — Retain the final version and its supporting record.

10 / After this service

Keep the next responsibilities in view.

The completed engagement is one stage in the wider business or legal journey. These follow-up areas help you organise the next action and decide whether any additional service is needed.

Keep the supporting evidence

Retain income, deduction, investment and tax-payment records used for the return.

Check processing communications

Review the subsequent portal outcome and obtain advice on any discrepancy.

Review future tax needs

Advance-tax planning, audit, revised filings and notices are separate work unless expressly included.

Calendar and organised follow-up records — Assign an owner and a date to the next action.

11 / Compare the routes

Choose the scope that matches your situation.

These routes serve different needs. Use the differences to frame the initial discussion; the appropriate option follows a review of your facts and the current requirements.

Ordinary individual return

Investment or overseas schedules

Business or entity return

Ordinary individual return

A defined income profile within the selected service limits.

Investment or overseas schedules

Additional complexity requiring a reviewed scope and supporting calculations.

Business or entity return

Books, return schedules and any audit or certification assessed separately.

12 / Prepare with care

Resolve the issues that can interrupt progress.

Professional checking documents and identifying missing details — A careful review before the next step.

Leaving out an income source

Disclose the full income profile at intake, including overseas items where relevant.

Assuming a refund is guaranteed

The result depends on lawful entitlement, records and departmental processing.

Stopping at submission

Complete the applicable verification rather than treating an uploaded return as the only step.

If something is uncertain, flag it in the brief. A clear question is more useful than an assumed fact that later needs to be corrected. Keep the complete current documents together so the review is based on one consistent record.

13 / Working with Pirento Legal

Clarity at the points where your input matters.

Good coordination gives every stage a clear purpose. Your instructions and records support the professional’s assessment; the agreed scope explains the work and the expected handover.

A clear starting brief

Tell the team what you need, the relevant location or period and any time-sensitive issue. The first review establishes the information and professional scope required.

An agreed working scope

Check the selected package or quotation for deliverables, allowances and dependencies. Confirm additional work before it is treated as part of the case.

Review before the next action

Check factual details in the draft or application and provide consolidated feedback. Keep the approved version and completion evidence with your records.

Client and professional discussing the next steps — Your context. A considered next step.

15 / Ready to begin

Bring the right questions to the first discussion.

Start with a short description of what you need, the relevant records and any deadline. Use the checklist and process above to prepare your questions, then confirm the scope that fits your situation.

STEP 01Your situation

STEP 02The agreed scope

STEP 03A clear next action

Review the service options ↑Read the common questions ↓

This guide explains the general service journey. The applicable route, legal position, documents and dates are assessed for the facts of the engagement. Authority approval or a particular dispute outcome cannot be promised.

Reference: Official guidance and legal resources · Content reviewed October 2026

Income Tax Return Filing | Pirento | Pirento

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Income Tax Return Filing

Discuss your income-tax return

Documents Required for Income Tax Return Filing

Income Tax Return Filing — Packages and Professional Fees

Capital Gains / Multi-source ITR — Pirento

Salaried ITR-1 — Pirento

Business / Professional ITR — Starting

Transparent Pricing & Regulatory Protection Guarantee

Required documents for Income Tax Return Filing

Documents and information to prepare

Only if applicable to your case

A return built from your complete income picture.

Make the next decision with greater clarity.

The right year and form

A reconciled calculation

A complete filing trail

The information that shapes your service.

Taxpayer and year

All income sources

Supporting tax records

Know what is included at each stage.

Profile and record review

Computation and return preparation

Filing and verification guidance

Look at income, credits and claims together.

Income completeness

AIS and tax-credit reconciliation

Verification matters

From your first brief to the final record.

Confirm the filing brief

Collect supporting records

Reconcile and calculate

Customer review

Submit the return

Complete verification

A realistic schedule starts with readiness.

Preparation

Your review

External stages

See the scope behind the fee.

Professional work

Official or third-party amounts

Additional scope

A handover you can keep and refer to.

Prepared return and computation

Acknowledgement

Verification and follow-up note

Keep the next responsibilities in view.

Keep the supporting evidence

Check processing communications

Review future tax needs

Choose the scope that matches your situation.

Ordinary individual return

Investment or overseas schedules

Business or entity return

Resolve the issues that can interrupt progress.

Leaving out an income source

Assuming a refund is guaranteed

Stopping at submission

Clarity at the points where your input matters.

A clear starting brief

An agreed working scope

Review before the next action

Other work you may want to consider.

Bookkeeping and Accounting

TDS Return Filing

Legal Consultation

Bring the right questions to the first discussion.

Frequently Asked Questions