Income-tax return document checklist
A printable preparation list of records commonly needed before completing an IRIS return.
This is a general preparation list. The IRIS form and your circumstances may require additional documents.
How this list behaves
- The ticks live only while the page is open. Nothing is stored and nothing is sent, so closing the tab empties the list again.
- The print button is marked as no-print, so the list comes out on paper without the button on it.
- This is a preparation list, not a statement of what IRIS requires for your case. The form and the heads you report decide which records are actually needed.
What each record is for on a salary return
- Identity and access
- CNIC and the FBR / IRIS login. The return is filed under that identifier, and the same digits are what an employer's salary records point back to.
- Income evidence
- The employer's salary certificate and annual pay summary, beside the certificates for tax already withheld. These are the figures the return is reconciled against, and the withheld amounts are what separates tax computed from tax still to pay.
- Money outside the payslip
- Bank statements and profit certificates, rent, investment and vehicle records. Salary is one head of income; these are reported alongside it rather than inside it.
- Assets and liabilities
- Opening and closing positions for the wealth statement. The statement is read next to the return, and the movement between the two dates is the part that needs explaining.
- Conditional entries
- Business records, donation and credit evidence, and any foreign income or remittance. Each is on the list because the claim or head behind it may exist; the prior-year return is the one unconditional line, because reconciliation works against what was filed last.
Questions people ask
Do I have to tick all ten lines?
No. The list is what a salaried return usually draws on, and several entries are conditional because the income or claim behind them may not exist. Which records you need follows from what you actually report.
Does my ticking get saved anywhere?
It does not. The boxes are plain form inputs with no storage behind them, so there is no list to lose and nothing to sync. Print the page if you want the marks on paper.
Where do the withholding certificates come from?
From whoever paid you: the employer's annual statement for salary, and the bank or institution's record for profit. The glossary entries for withholding agent and withholding tax name the parties involved.