ITR Filing 2027: Due Dates and Documents to Keep as PDF

If you will file your income tax return in 2027, the due date for most salaried people is expected to be 31 July 2027. Non-audit business and professional cases are expected by 31 August 2027, and audit cases by 31 October 2027. This will be the first filing under the Income-tax Act, 2025, for tax year 2026-27 (1 April 2026 to 31 March 2027). The return itself needs no attachments, but having your documents as clean PDFs makes filing, and any later notice, much easier.

Expected due dates for returns filed in 2027

These are based on the dates for AY 2026-27 (filed in 2026). The government confirms dates each year and sometimes extends them. For example, a CBDT circular was reported to move the 2026 audit-case date from 31 October to 21 November.

Type of taxpayer	Expected due date	Basis (2026)
Salary, pension, interest, capital gains (ITR-1/ITR-2 type)	31 July 2027	31 July 2026
Business or profession, no audit (ITR-3/ITR-4 type)	31 August 2027	Moved to 31 August in 2026
Tax audit cases	31 October 2027	31 October 2026, later reported extended to 21 November
Transfer pricing cases	30 November 2027	30 November 2026
Belated return	31 December 2027	31 December 2026
Revised return	31 March 2028	Moved to 31 March 2027

Form names and numbers may change under the new Act. Use the forms and utilities published on incometax.gov.in for tax year 2026-27.

Documents to collect

Document	Where it comes from	Why you need it
Form 16 (salary TDS certificate)	Employer, usually by mid-June	Salary, deductions, TDS
Annual Information Statement (AIS) and Form 26AS	Income tax e-filing portal	Interest, dividends, TDS, high-value transactions
Bank interest certificates	Your bank	Savings and FD interest
Capital gains statements	Broker, mutual fund registrar	Shares and mutual fund sales
Rent receipts and rent agreement	Landlord	HRA claim (old regime)
Home loan interest certificate	Lender	Interest deduction (old regime)
Investment and insurance proofs	Insurer, PPF, ELSS	Deductions (old regime)
Donation receipts	Charity	Donation deductions
Previous year's return and acknowledgement	E-filing portal	Reference and carry-forward

Under the new tax regime most deductions are not available. You still need Form 16, the AIS and capital gains statements.

Turning everything into tidy PDFs

Photos of paper receipts. Rent receipts and donation slips are often only on paper. Photograph each one flat in good light and combine them with JPG to PDF. For mixed PNG and JPG images, use image to PDF.

One file per year. Put Form 16, the AIS, interest certificates and statements together with merge PDF. Name it by tax year, for example "TY-2026-27-tax-documents.pdf".

Sending to a CA or uploading in a response. If an email or portal rejects a large file, use compress PDF. To share only some pages of a long bank statement, use split PDF.

All of these tools run in your browser, so your Form 16 and bank statements are not uploaded to any server.

Common mistakes

Filing before checking the AIS. Mismatches between the AIS and your return are a common reason for notices.
Forgetting savings account or FD interest.
Not e-verifying the return. A return that is not verified in time is treated as not filed.
Mixing up years. The 2027 filing covers income from April 2026 to March 2027.
Waiting for an extension. Extensions for individuals are rare, and late returns carry a fee.

This page is general information, not tax advice. For your own situation, check incometax.gov.in or ask a qualified tax professional.

Questions

What is the ITR due date in 2027?

For most salaried people it is expected to be 31 July 2027, as in 2026. Non-audit business and professional cases are expected on 31 August 2027 and audit cases on 31 October 2027. The government confirms or extends these each year.

Do I need to upload documents when filing ITR?

Usually no. The return form does not ask you to attach Form 16 or proofs. Keep them safely for at least several years, because you may need them if the department sends a notice or asks for proof.

What changes in 2027 under the new Income-tax Act?

Returns filed in 2027 cover tax year 2026-27, the first year under the Income-tax Act, 2025. The term 'tax year' replaces 'previous year' and 'assessment year', and some forms and section numbers change. Check the forms on incometax.gov.in when they are released.

What if I miss the 31 July deadline?

You can usually file a belated return by 31 December of the same year, with a late fee and interest on any unpaid tax. Some benefits, such as carrying forward certain losses, can be lost.