From Form 26AS to contract notes: 6 tax documents every investor should preserve

Investors must preserve Form 26AS, AIS, TIS, contract notes, and mutual fund statements to ensure accurate ITR filing.

Broker contract notes serve as proof of equity and derivative trades and should be kept for at least 8 assessment years if losses are carried forward.

Consolidated Account Statements (CAS) and AMC statements track mutual fund units, SIP lots, and redemptions and should be retained until investments are sold.

Form 26AS verifies TDS, tax payments, and specified transactions and should be kept with annual tax records.

AIS and TIS help cross-check reported financial information and should be preserved for every financial year.