The department already has a detailed financial profile of you — and shows it to you. Filing without reading it is how mismatches (and notices) are born.
The two statements
- Form 26AS: the classic tax-credit statement — TDS deducted against your PAN, taxes you paid, refunds issued
- AIS (Annual Information Statement): the wider net — interest, dividends, securities and mutual fund trades, property transactions, foreign remittances and more, reported by third parties
The pre-filing ritual
- Download both from the portal
- Match every TDS entry against your books — claim all of it, but only what is really yours
- Check AIS for income you forgot: savings interest is the classic miss
- Where AIS is wrong, submit feedback on the portal rather than silently ignoring it
Why this matters more each year
Return processing is automated matching. Returns consistent with 26AS/AIS glide through; inconsistent ones get computer-generated queries.
Our ITR service reconciles both statements before anything is filed — book a consultation.
