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Tax Filing Refund Checklist & Tax E-verification 2023-2024

Updated: Jun 25


Tax filing, Refund checklist & Tax E-verification 2023-2024

When tax filing your refunds in India, there are a couple of things to keep in mind. We, at India Refunds, have got you covered. Our tax filing refund checklist is all you need while filing your tax returns in India.


Final Tax Refund Checklist before filing for returns:


The first step is to go over all your incomes, deductions, and exemptions. The documents to review are as follows:

  1. Form 16 issued by your employer to verify whether the income was captured correctly.

  2. Form 16A issued by a tax deductor on the deduction of taxes for any payments made towards bank interest, commission, professional fees, etc.

  3. Form 26AS, which displays various taxes deducted from your income by your employer, bank, or others during the financial year. It also displays details of any advance tax, self-assessment tax paid by you, tax collected at source, any refunds received, etc. Form 26AS is available on your e-filing portal.

  4. Your annual information statement or taxpayer's information summary should be downloaded from the AIS dropdown given on the e-filing portal.

  5. Your bank statements!

  6. Any capital gain Profit and Loss account statements.

  7. Any housing loan certificate.

  8. Receipts for any donations made during the FY.

  9. Rental agreement/rent receipts in case of any rental income received by you or any rent paid by you.

  10. Any investment premium payment receipts, such as for LIC, used for claiming deductions under any other provisions as prescribed under the Act.

  11. Your FA Foreign Asset Schedule, as applicable for Residents and Ordinarily Residents of India for assets held overseas.

  12. Asset and Liabilities Schedule for individuals having a total income of more than INR 50 lakhs as reportable in their Income-tax Return.

It is imperative to verify the computation of Income and the Computation of Tax in the return form before submitting the same to ensure you comply and get your e -verified tax returns.


What happens if an additional liability presents itself?


In such situations, we at India Refunds have got you covered, and you can easily cross-check with the taxes that have already been deducted.


Verify the taxes that you paid during the financial year 2022-23, such as TDS on Salary Income, TDS on interest on Fixed Deposit, details of self-assessment taxes paid if any, and so on.


How to pay taxes if there still is a tax liability: E - Verification


If you still have to pay additional tax, all you have to do is follow these simple steps:


  1. Go to the computation page of ITR and navigate to the "Pay Now" option at the bottom of the page.

  2. Once you click on "Pay Now," you will be redirected to the e-pay Tax service.

  3. On the e-pay tax page, you can make the payment of taxes and interest as applicable through your debit card/credit card/UPI, etc.

With these simple steps, you can cross-check all your details and documents required for filing your tax returns in India, as well as learn how to pay off any tax liabilities.


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