ITR-1 (Sahaj)

For individuals having income from salary, one house property, other sources (interest etc.), and agricultural income up to ₹5,000. Use this worksheet in the browser, then file on the official e-filing portal.

Pre-filing worksheet

Note: This page is a drafting aid only. Final return must be filed on the Income Tax Department e-filing website. Verify applicability of ITR-1; use other ITRs if you have capital gains, business income, or foreign assets.

Assessee & year

Assessment year PAN Full name (as per PAN) Date of birth Mobile / Email (for filing) Residential status

Income from salary

Gross salary / pension (before exemptions) Standard deduction u/s 16(ia) Entertainment allowance / professional tax (if any) Net salary (after section 16)

House property (if only one let-out / self-occupied as per rules)

Annual rent received / receivable Municipal taxes paid Interest on loan (self-occupied limit as applicable) Net income / loss from house property

Income from other sources

Interest on savings / FD (non-TDS portion to reconcile) Other income (exempt must be excluded)

Deductions (Chapter VI-A) — summary

80C (PPF, LIC, ELSS, etc.) 80D (medical insurance) 80G / other 80- sections Total deductions claimed

Taxes paid & TDS

TDS on salary (Form 16) TDS on other income Advance tax / self-assessment tax

Remarks / points for CA review