Documents Required To File TDS Online

Published On: Aug 28, 2023Last Updated: Aug 29, 20232.9 min read


TDS, an abbreviation for Tax Deducted at Source, stands as a critical element of India’s taxation landscape. Covering a gamut of areas, such as professional fees, interest, salary, dividends, and royalty, it functions in accordance with government-defined tax slabs. While we won’t delve into the intricacies of TDS itself, this article is dedicated to demystifying TDS return filing and the essential documents required to file TDS Online. But before diving into the document specifics, let’s grasp the categories that frame TDS returns.

Types of TDS Return

The Indian government classifies TDS return filing into three employer-based categories, each requiring a Tax Collection and Deduction Account Number (TAN):

  • Salary for an Individual
  • Income from the Insurance Commission
  • National Saving Scheme Payment

Documents Required for TDS Return Filing

Introduced in 2005, electronic TDS filing mandates certain documents for a hassle-free process. You can e-file your TDS on the Income tax portal. Different categories, such as property, salary, and capital gains, require specific documentation, alongside some general documents:

General Documents

  • Firstly, you need a TDS Certificate
  • After that, you need Tax Payment Challans
  • You also need TAN Details
  • Or you may need PAN Card Details
  • Next, you need to provide notice details, if any, from the Income Tax Department of India
  • Additionally, you need to provide all Bank Account Information
  • Also, Date of incorporation of the business
  • Finally, you need to provide No. of transactions for filing TDS returns

Additional Documents for Specific Categories

Salary Income

  • Firstly, Form 16
  • Secondly, Salary certificate

Capital Gains

  • Reserve statement (if trading in shares)
  • Sales and purchase deed for land/building
  • Re-investment purchase deed for capital gains immunity
  • Capital assets cost, value, improvement cost
  • Expenses on transfer details


  • Firstly, Property Tax or Rent Details
  • Secondly, interest Certificate issued by the bank for housing loan
  • Also, Co-owner details, if any
  • Finally, address proof of the property

Tax Savings Investments

  • Tuition Fees Receipts
  • Home loan repayment certificate
  • PPF Passbook copy
  • Life and Medical Insurance Payment Receipt
  • Fixed Deposit receipts
  • Philanthropy Receipts (Donation)

Interest Statement

  • Firstly, the Bank’s TDS Certificate
  • Secondly, Bank Statement/passbook for interest on savings account for RD
  • And finally, interest Income Statement for FD


  • Rent agreement for rented machinery
  • Lottery winnings recipients
  • PPF passbook for interest
  • Interest Certificates on bonds
  • Dividend warrants amount
  • Details of accrued interest during the year

FORM 26 AS: The Comprehensive Tax Form

Form 26AS is a consolidated tax form summarizing important aspects of your finances, such as, your income, tax payments, refunds, and more over the year. It’s a crucial document for TDS filing.

Tax Savings with Investments: Section 80C

Section 80C provides a gateway for taxpayers to reduce taxable income through tax-saving investments and eligible expenses. Individuals and HUFs can avail deductions up to ₹1.5 lahks annually.

Time Frame and Deadlines

Filing TDS on time not only ensures a smooth process but also determines eligibility for refunds. Late filing can result in penalties, such as, late filing fees and non-filing penalties. Timely filing is key to avoiding these.


Navigating the realm of TDS filing demands meticulous attention to important things, such as required documents, category specifics, and deadlines. Armed with this guide, you can embark on your TDS filing journey with confidence and accuracy. Remember, preparation is paramount. Hence, keeping these documents accessible and adhering to deadlines safeguards against unnecessary hassles. For professional guidance and streamlined assistance, experts at are dedicated to making your TDS filing experience seamless. With our support, you can sail through the complexities of TDS filing, ensuring a compliant and efficient process.

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Monjima Ghosh
About the Author

Monjima Ghosh

Monjima is a lawyer and a professional content writer at She has a keen interest in Legal technology & Legal design, and believes that content makes the world go round.

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