NRI Taxation4 min read
Documents NRIs Need for ITR Filing: The Complete Checklist
Dinesh Singathi•2 May 2026
Table of Contents
Essential Documents (Everyone Needs These)
- Passport: For residency status calculation — we need the pages showing entry/exit stamps for the financial year
- PAN Card: Your Permanent Account Number
- Aadhaar Card: Now linked to PAN; required for e-filing
- Annual Information Statement (AIS): Download from the income tax portal — this shows all reported income
- Form 26AS: TDS certificate from the tax portal — shows tax already deducted at source
If You Have Salary Income
- Form 16: Issued by your employer if you worked in India during the year
- Salary slips: For any months worked in India
- EPF withdrawal details: If you withdrew from your Provident Fund
If You Have Rental Income
- Rental agreement: Copy of the lease agreement
- Rent receipts or bank statements: Showing rental credits
- Property tax receipts: Municipal tax paid during the year
- Home loan statement: If applicable — for interest deduction under Section 24
If You Have Capital Gains
- Property sale deed: For real estate transactions
- Purchase deed: Original purchase price and date
- Mutual fund statements: Consolidated account statement from CAMS/KFintech
- Stock/equity transaction statements: From your broker (Zerodha, ICICI Direct, etc.)
- Cost Inflation Index documentation: For indexation of long-term gains
If You Have Interest/Dividend Income
- NRO/NRE account statements: Showing interest credited
- Fixed deposit certificates: With TDS details
- Dividend statements: From companies or mutual funds
For DTAA Credit Claims
- US tax return (1040): Previous year, to establish credit position
- Tax Residency Certificate (TRC): From the IRS or relevant authority
- Form 10F: Required for claiming DTAA benefits in India
How to Send These to Us
Never send financial documents over email or WhatsApp. We'll provide you with a secure portal login (TaxDome) where you can upload everything. The portal uses encryption, and only our team has access.
Don't Have Everything? That's OK.
Most NRIs don't have every document perfectly organized on day one. Start with what you have, and we'll tell you exactly what's missing during the review. Book a free consultation to get started.
Dinesh Singathi
Founder & Managing Director
Dinesh Singathi is the founder of TAXCCOUNTS PRO. He specializes in cross-border taxation, helping NRIs, startups and global companies structure their compliance and assets correctly.
Read Founder Bio →