Skip to content
Free Indian Tools

Tax · Free tool

AIS vs Form 26AS Reconciler

AIS = comprehensive (interest, dividends, mutual fund redemptions, foreign remittance, real estate, share trading). 26AS = only TDS/TCS. Filing ITR with mismatches between either statement is the #1 cause of post-filing notices.

Income type26ASAISNotes
TDS on salaryBoth must match Form 16.
TDS on interestBank-by-bank breakdown in AIS.
TCS (purchases / LRS)20% LRS TCS shows in both.
Savings bank interest (no TDS)AIS-only since 2021.
Dividend received✓ (if TDS)AIS shows even untaxed dividends.
Mutual fund redemptionAMC reports under SFT.
Equity sale (broker)Brokerage SFT reports profits.
Property purchase / saleSub-registrar reports.
Foreign remittance (LRS)✓ (TCS only)Bank reports under SFT.
Cash deposits > ₹10L / yrTriggers an audit flag.
Credit card spends > ₹2L / monthHigh-value items flagged.
Salary perquisiteForm 16 details.
How to download: Login to incometax.gov.in → e-File → Income Tax Returns → View Form 26AS / AIS. The AIS even has a Taxpayer Information Summary (TIS) — the actual numbers used for pre-filling your ITR.

How it works

Form 26AS is the older tax-credit statement — TDS by employers, banks and tenants; TCS by car dealers and tour operators; advance tax and self-assessment payments. AIS (Annual Information Statement, launched FY 2020-21) is broader: it captures Specified Financial Transactions reported by banks, MFs, AMCs and registrars — dividends paid, mutual-fund redemptions, share sales, term-deposit interest, credit-card payments > ₹10 lakh and property registrations > ₹30 lakh. TIS (Taxpayer Information Summary) is the AIS aggregated by head.

Worked example

A salaried Mumbai professional sees ₹4,50,000 TDS in 26AS (Form 16 amount) and matches it to the salary head in AIS. But AIS additionally shows ₹85,000 mutual-fund redemption proceeds and ₹12,000 dividend — both must be declared as capital gains and other income in ITR-2, even if no TDS was deducted. Skipping these is the most common reason for an intimation u/s 143(1) refund-adjustment notice 6-9 months after filing.

When to use this

  • Before opening ITR utility in June-July — reconcile first, file second
  • If you have multiple bank accounts, MF folios or brokerage accounts (mismatch risk is highest)
  • When you receive an AIS feedback request after marking a transaction as “incorrect”

Use our Form 26AS reader for a quick parse of the PDF, then run an income tax calculator against the reconciled income.

FAQ

AIS shows a transaction I didn't do — what to do?

Submit feedback on AIS portal (Income Tax e-filing → AIS) marking it "Information not pertaining to me". The IT dept then either removes it or flags for verification.

My TIS number is different from my actual return — issue?

TIS shows the IT dept's estimate; your ITR is your actual computation. They needn't match. But large discrepancies trigger scrutiny — explain in your return notes.

How often is AIS updated?

Quarterly. SFT reports flow in about 60-90 days after the reporting quarter. So Q4 (Jan-Mar) data usually shows up by July.