What documents are required for ITR filing from salaried clients?

For salaried clients: Form 16 Part A and B from employer, salary slips (April–March), bank statements for all accounts, PAN card, Aadhar card, Form 26AS, AIS/TIS statement, investment proofs (80C, 80D), home loan statements, rent receipts (if HRA claimed), and any other income documents.

How long does ITR document collection take for a CA?

Manual ITR document collection via WhatsApp or email can take 3–7 days per client and 2–4 hours of follow-up time. With GatherFlow's upload links and automated reminders, most clients submit within 24–48 hours, reducing CA time to under 10 minutes per client.

How can CAs collect ITR documents from clients without WhatsApp?

Use GatherFlow to create a client with an ITR document checklist and share one upload link. Clients click the link, see exactly what documents are needed, and upload them directly from their phone or computer. No WhatsApp, no email threads, no follow-up calls needed.

What is the deadline for clients to submit ITR documents to their CA?

There's no fixed deadline for submitting documents to a CA, but clients should submit all documents at least 2–3 weeks before the ITR filing deadline (July 31 for most individuals, October 31 for audited cases) to allow time for preparation and review.

ITR Document Collection for CAs — Complete Checklist

Stop chasing clients for Form 16, bank statements, and investment proofs. Share one upload link. Track what's received. Automated reminders handle the follow-ups.

ITR Filing Form 16 Salaried Clients Business Income Capital Gains

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Complete ITR Document Checklist for CAs

Use this checklist with your clients every ITR season. GatherFlow pre-loads these items when you select the Salaried ITR or Business ITR template.

📋 Salaried Clients (ITR-1 / ITR-2)

Form 16 Part A (from employer — TDS certificate) Issued by employer after financial year end
Form 16 Part B (salary breakdown)
Salary slips — all 12 months (April to March)
Bank statements — all accounts (12 months)
PAN card copy
Aadhaar card copy
Form 26AS (from Income Tax Portal) Tax credit statement — download from incometax.gov.in
AIS / TIS statement (Annual Information Statement)
Investment proofs — Section 80C (LIC, PPF, ELSS, NSC)
Health insurance premium receipts — Section 80D
Home loan interest certificate (if applicable)
Rent receipts + landlord PAN (if HRA claimed)
NPS contribution proof — Section 80CCD
Donations receipts — Section 80G (if any)
Interest certificates — FDs, savings accounts
Dividend statements (if any)

🏢 Business / Self-Employed (ITR-3 / ITR-4)

PAN card and Aadhaar card copies
GST registration certificate (if registered)
Bank statements — all business accounts (12 months)
Cash book / ledger (if maintained)
Business income summary / P&L statement
All business expenses invoices and receipts
TDS certificates received (if any)
Form 26AS and AIS statement
Advance tax challans (if paid)
Depreciation schedule (if assets purchased)
Investment proofs — 80C, 80D, 80G
Home loan statements (if applicable)
Property documents (if income from property)

📈 Capital Gains (ITR-2 / ITR-3)

Demat account P&L statement (from broker)
Mutual fund capital gains statement
Property sale agreement + registration documents
Property purchase documents (for cost of acquisition)
Indexation calculation support
Capital gain bonds investment proof (54EC, if applicable)

How GatherFlow Makes ITR Document Collection Faster

Most CAs spend 2–4 hours per client just following up on documents during ITR season. GatherFlow automates the entire collection workflow.

Create client + select ITR template (30 seconds)

Add your client's name and email. Select "Salaried ITR" or "Business ITR" — the full document checklist is pre-loaded. Customise if needed.

Share one upload link

Copy the link and send on WhatsApp, email, or SMS. The link shows your firm name and the complete checklist. No login or app needed for the client.

Client uploads at their convenience

Client opens the link on their phone or laptop, uploads documents one by one. They can return to the same link multiple times as they gather documents.

Track progress — automated reminders do the follow-ups

Your dashboard shows each client's pending percentage. Automated email reminders go out every 3 days for pending items — no manual follow-up needed.

Ready to stop chasing ITR documents on WhatsApp?

Set up your first client in 2 minutes. Free for up to 5 clients — no credit card required.

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Frequently Asked Questions

What documents are required for ITR filing for salaried employees?

The key documents are Form 16 (Part A and B), salary slips for all 12 months, bank statements, PAN and Aadhaar, Form 26AS, AIS statement, and investment proofs for deductions under 80C, 80D. If the client has home loan, HRA, or additional income, those documents are needed too.

How do I collect ITR documents from clients without WhatsApp?

Use GatherFlow — create the client, select the ITR checklist template, share the upload link anywhere (WhatsApp, email, SMS). The client uploads directly. You see everything on your dashboard without any back-and-forth messages.

What if a client doesn't have all documents ready?

That's common. With GatherFlow, the client can return to the same link multiple times and upload documents as they become available. The dashboard shows exactly which items are still pending, and automated reminders prompt them regularly.

Is there a free tool for CA document collection in India?

Yes — GatherFlow offers a free plan with up to 5 active clients. It includes magic upload links, ITR/GST/Audit templates, and email reminders. No credit card required.

How long does it take to set up for the ITR season?

Setup takes under 5 minutes. Create your account (magic link login — no password), add your firm name, and start adding clients with the pre-built ITR template. The first upload link is ready in under 2 minutes.