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ITR FilingBeginner9 steps

Complete Guide to Filing ITR-1 (Sahaj) — For Salaried Individuals FY 2025-26

1 Apr 202612 min readITR-1Sahaj
9-step guide

ITR-1, also called Sahaj (meaning "easy" in Sanskrit), is the simplest income tax return form designed for salaried individuals. If you're a salaried employee with income from one employer and one house property, this is the form for you.

This guide walks through every step — from checking eligibility to completing e-verification.

Filing Deadline: 31 July 2026 for FY 2025-26. File early to avoid last-minute portal congestion.

Who Can Use ITR-1?#

Eligible Taxpayers#

✅ You can file ITR-1 if you have:

  • Salary income from one employer
  • One house property (including income from let-out property, provided total income ≤ ₹50 lakh)
  • Interest income from savings accounts, FDs, NSC, etc.
  • Agricultural income up to ₹5,000
  • Total income up to ₹50 lakh

NOT Eligible for ITR-1#

❌ You cannot use ITR-1 if you have:

  • Income above ₹50 lakh
  • Capital gains (use ITR-2)
  • More than one house property
  • Business or professional income
  • Foreign income or foreign assets
  • Director in a company or shareholding in unlisted company
  • Income under the head "Other Sources" from lottery, horse races, etc.
₹50 lakhMaximum income allowed for ITR-1

Step 1: Gather All Documents#

Before logging into the portal, collect:

DocumentPurpose
Form 16 (Part A + Part B)Salary, TDS, employer details
Form 26AS / AISVerify TDS credits, high-value transactions
Bank statementsInterest income reconciliation
Investment proofsFor 80C, 80D deductions
Rent receipts + landlord PANFor HRA exemption (if rent > ₹1L/year)
Home loan statementInterest + principal split

Step 2: Log In to the e-Filing Portal#

  1. Visit incometax.gov.in
  2. Click Login in the top-right corner
  3. Enter your PAN as User ID
  4. Choose login method:
    • Password
    • OTP on mobile/email
    • Net banking
    • Aadhaar OTP (recommended — fastest)

Step 3: Navigate to File ITR#

After login:

  1. Click e-File in the top navigation
  2. Select File Income Tax Return
  3. Select Assessment Year 2026-27
  4. Choose Online mode
  5. The system will suggest the appropriate ITR form based on your profile

Step 4: Select ITR-1 and Prefill Mode#

When asked to select a form:

  • Choose ITR-1 (Sahaj)
  • Select Prepare Online (not offline XML)
  • Click Let's Get Started

The portal now pre-fills most of your data automatically from:

  • Your employer's TDS (Form 24Q)
  • Bank TDS filings (Form 26Q)
  • AIS data

Step 5: Verify Personal Information#

Check every field in the Personal Information section:

  • PAN — should be pre-filled, not editable
  • Aadhaar — enter if not linked (linking is mandatory)
  • Name, DOB — should match PAN records
  • Communication Address — update if changed
  • Email and Mobile — verified contact for OTP
  • Bank Account — critical for refund; mark one as primary; verify IFSC

Refund Bank Account: Make sure your bank account with the correct IFSC is added and marked as primary. Incorrect IFSC is the #1 reason for delayed refunds.

Step 6: Verify Gross Income#

The Salary section should show data from your employer's Form 16 submission. Verify:

  • Gross salary (before deductions): Should match Part B of Form 16
  • Allowances exempt: HRA, LTA, Children Education Allowance as per your Form 16
  • Standard deduction: ₹50,000 (old regime) or ₹75,000 (new regime)
  • Profession tax: ₹2,500 maximum

If data is missing or incorrect:#

Click the pen/edit icon and enter details manually. Keep your Form 16 handy.

Part A of Form 16 shows: Employer name, TAN, PAN, TDS certificate number Part B of Form 16 shows: Full salary breakup, allowances, perquisites, deductions claimed

Step 7: Add Other Income#

Don't miss these income sources:

Interest Income#

  • Savings account interest (taxable, but up to ₹10,000 exempt u/s 80TTA)
  • Fixed Deposit interest (fully taxable)
  • NSC interest (accrual basis)
  • RD interest

How to get this: Download your Annual Information Statement (AIS) from the portal — it lists all interest income reported by banks.

Income from House Property (if applicable)#

If you own and rent out a property, enter:

  • Annual rent received
  • Municipal taxes paid
  • Standard deduction: 30% of net annual value
  • Home loan interest on let-out property

Step 8: Enter Deductions#

This is where you claim your tax-saving investments. Available under the old tax regime only.

Deductions Under Chapter VI-A#

SectionWhat to EnterLimit
80CELSS, PPF, EPF, LIC, home loan principal, tuition₹1,50,000
80CCCPension fund contributionsPart of 80C limit
80CCD(1)NPS (self contribution)Part of 80C limit
80CCD(1B)Additional NPS₹50,000
80DHealth insurance premiums₹25,000 / ₹50,000
80EEducation loan interestNo limit (8 years)
80GDonations50-100% of donation
80TTASavings interest₹10,000
₹2,00,000Maximum deductions via 80C + 80CCD(1B)

Step 9: Tax Computation — Choose Your Regime#

The portal calculates tax under both regimes and shows comparison:

Review:

  • Tax liability under old regime
  • Tax liability under new regime (default)
  • TDS already deducted (from 26AS)
  • Net tax payable or refund due

If tax is payable: Click "Pay Now" to pay via Challan 280 (net banking/UPI). Enter BSR code and challan details back in the portal.

If refund is due: Verify bank account details once more. Refunds are typically processed within 30-60 days.

Step 10: Submit and E-Verify#

Submit the Return#

  1. Review the complete tax summary
  2. Click Preview and Submit
  3. Confirm and Submit
  4. You receive an Acknowledgement Number (ITR-V)

E-Verify Immediately#

Your return is not complete until verified. Choose one of:

MethodTime NeededHow
Aadhaar OTP2 minutesEnter OTP on your Aadhaar-registered mobile
Net Banking5 minutesLogin to bank → e-verify ITR
Demat OTP5 minutesVia CDSL/NSDL
Physical ITR-V30 daysSend signed copy to CPC Bengaluru

Aadhaar OTP is fastest — recommended for everyone.

E-verify within 30 days of filing. If you don't, your return is treated as never filed, even if submitted on time.

Common ITR-1 Errors and How to Fix Them#

ErrorFix
TDS credit mismatchCross-check 26AS before filing; enter same figures
Wrong bank accountUpdate in My Profile → Bank Accounts before filing
Missing interest incomeDownload AIS and add all interest sources
Salary figure mismatchUse Form 16 Part B as primary reference
Defective return noticeRespond within 15 days on the portal

What Happens After Filing?#

  1. CPC processes your return — usually within 15-30 days
  2. You receive an Intimation u/s 143(1) — confirms acceptance or points out discrepancy
  3. If refund: Credited to bank account (typically 30-60 days after processing)
  4. If tax demand: Pay within the notice period to avoid interest

Frequently Asked Questions#

Can I file ITR-1 if I have a home loan? Yes, if you're claiming home loan interest on a self-occupied property (max ₹2 lakh under Section 24) and principal repayment under 80C, ITR-1 is fine. If the property is let out, you can still use ITR-1 for one let-out property.

What if my Form 16 is wrong? You can override the pre-filled data and enter correct amounts. The IT department reconciles with employer's 24Q filing, which may trigger a reconciliation notice if there's a large mismatch. In such cases, contact your HR/employer to issue a revised Form 16.

Is it mandatory to link Aadhaar with PAN? Yes. PAN-Aadhaar linking is mandatory. Unlinked PANs are inoperative and cannot be used for filing.

What if I worked with two employers in the same year? If you had two employers sequentially (job change), you might still use ITR-1 if total income is within limits. Enter combined salary from both Form 16s. Ensure TDS from both employers matches 26AS.

CP

CA Priya Sharma

CA Verified

Senior Tax Advisor, FinCrazeAdvisors

Published 1 Apr 2026Updated 14 Jun 2026

This article has been reviewed and verified by a Chartered Accountant at FinCrazeAdvisors for accuracy. Tax laws and regulations are regularly updated — always consult a professional for advice specific to your situation.

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