Indian income tax filing - a good overview guide

 Valueresearch has a good guide on what to keep ready, at https://www.valueresearchonline.com/stories/224462/income-tax-return-filing-preparation/

1. Form16
2. Form 26AS
3. Capital gains statements
4. Interest certificates
5. Investment / donation proofs (for old tax regime)
6. Loan interest certificates - home loan, EV loan interest may have deductions
7. Bank account details
8. Wait till AIS / TIS / 26AS is ready to avoid re-filing

While I knew about the other points, I was not very clear about significance of 26AS, and how to access TIS etc. AIS = Annual Information Statement, TIS = Taxpayer Information Summary according to this FAQ page which has lots of information - https://www.incometax.gov.in/iec/foportal/ais-faq 

Edit: 17th May 2025 - the TIS / AIS for me has info from LIC, SBI and HDFC as well as the mutual fund companies, but not from Canara Bank (savings bank interest.) I guess Canbank's reporting system to the government is not fully functional.

I can check / reconcile the following from TIS - 

1. Interest - Savings Bank
2. Interest - Deposits
3. LIC receipts
4. MF sale
5. MF purchase