AIS & 26AS Reconciliation

AIS should be reconciled before ITR filing because it may contain income and transaction information used for prefill, mismatch checks and future compliance review.

Form 26AS should be checked to verify TDS, TCS, advance tax, self-assessment tax and other tax credit details before claiming them in ITR.

Yes. AIS may show income or transactions reported by banks, employers, deductors, reporting entities or other sources that should be checked against your records.

Yes. If a deductor has not reported correctly or has used wrong PAN, TDS may be missing or mismatched in Form 26AS.

Yes. Reconciling AIS, TIS and Form 26AS with ITR figures can reduce mismatch, refund delay and notice risk.

AIS can show TDS, TCS, SFT information, tax payments, refunds, demand, salary details, interest, dividend, securities, foreign remittance and other reported information.

Form 26AS can show TDS, TCS, advance tax, self-assessment tax, regular assessment tax, refunds, SFT and other tax-related information depending on availability.

AIS may show savings interest, deposit interest or other interest reported by banks and financial institutions.

AIS may show securities, mutual fund, dividend and related transaction information reported by relevant entities.

AIS can show GST turnover information where such data is available under the relevant information category.

Common documents include AIS, TIS, Form 26AS, Form 16, TDS certificates, tax challans, bank statements, broker reports, books, GST data and previous ITR.

AIS PDF is useful, but CSV or JSON downloads may help reconcile larger transaction data more efficiently.

Bank statements may be required to reconcile interest, deposits, refunds, foreign remittance, business receipts and high-value transactions.

Broker reports may be required where AIS shows securities, mutual fund or capital market transactions.

Books of account are useful for businesses and professionals because AIS and Form 26AS values should match accounting and ITR records.

AIS mismatch occurs when information in AIS differs from taxpayer records, Form 26AS, books, bank data or ITR figures.

Tax credit mismatch occurs when TDS, TCS or tax payment claimed in ITR does not match available tax credit records.

TDS may be missing because the deductor has not filed the TDS return, quoted wrong PAN, made an error in challan or return, or reporting is delayed.

AIS may show duplicate-looking entries due to multiple reporting sources, different reporting categories or timing differences, so each item should be reviewed.

AIS may show transaction values, but capital gains should be computed from proper purchase, sale, cost, indexation and holding-period data where applicable.

Yes. AIS provides a facility to submit feedback on displayed information, such as incorrect, duplicate, denied or other applicable feedback options.

After feedback submission, AIS shows the feedback and modified value, and the activity history is updated with acknowledgement details.

AIS guidance currently indicates there is no limit on modifying previously given feedback, subject to portal functionality.

AIS feedback may affect displayed or accepted values, but ITR should still be filed using complete and correct income based on taxpayer records and law.

Yes. CompanyJi can review the mismatch, prepare feedback position, supporting notes and pending source correction list.

CompanyJi collects AIS, TIS, Form 26AS and records, compares categories, identifies mismatch, prepares feedback or correction steps and shares ITR-ready summary.

Timeline depends on transaction volume, number of income sources, capital market data, business books, TDS mismatch and feedback complexity.

Yes. Salaried taxpayers can reconcile salary, Form 16, TDS, interest, dividend, AIS and Form 26AS before filing ITR.

Yes. Businesses can reconcile books, GST turnover, TDS, TCS, tax payments, SFT and AIS records before ITR and audit filing.

Yes. Tax credit reconciliation helps support refund claims by ensuring TDS, TCS and tax payments are correctly matched.

AIS mismatch may lead to communication, query or notice if income or tax credit differences are not properly reported or explained.

Yes. TDS or tax credit mismatch can delay refund processing or create demand if credits claimed do not match records.

Yes. AIS, TIS, Form 26AS, feedback acknowledgement, reconciliation workings and supporting documents should be preserved.

Yes. AIS and Form 26AS reconciliation can support responses to mismatch notices, defective return issues, demand and refund adjustment matters.

Yes. AIS and tax credit records may be useful after filing for refund tracking, notice handling, revised return review or mismatch resolution.

Choose based on income sources, number of AIS entries, tax credit mismatch, capital gains, business records, feedback needs and ITR filing support.

Yes. CompanyJi can assist only with Form 26AS and tax credit matching where AIS review is not required.

Yes. CompanyJi can assist only with AIS feedback support after reviewing the disputed or incorrect information.

Yes. CompanyJi can compare AIS securities data with broker reports and capital gains workings for ITR reporting.

Quotation depends on number of entries, income sources, capital gains, books, TDS mismatch, AIS feedback, ITR support and urgency.