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How Filing Works at FinYatri
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📋 Required Documents for ITR Filing
Form 16(s)
Payslip just for the month of March - if it has all the YTD details, else all 12 months payslips
RSU/ESPP/ESOP statement
Dividend Statement
1042-S report for calendar year 2024
Capital Gains Statement
For Indian Stocks/Mutual Funds/Foreign Stocks - send the relevant broker statement
If we are claiming any deduction, like for HRA, NPS, home loan, education loan, send the relevant support
For HRA - Rent Payment receipts
For NPS - NPS summary for the FY 24-25
For Home/Education loan - Repayment of Principal/Interest certificate/statement for FY 24-25
If applicable,
Foreign Bank Statements/Asset Details (for NRIs or those with foreign income/assets)
Freelancing income details
Crypto Trading Statements (Transaction history from exchanges)
Any other applicable documents
📱 Details that you can WhatsApp:
Login credentials for ITR website
Passport number (If we are filing Form 67)
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Upload all the documents in a zip file (not mandatory, but it will help us).
Still have some doubt? Contact or WhatsApp us at +91 77600 57527
