How to Download Form 26AS and AIS from Income Tax Portal

Downloading Form 26AS and AIS from income tax portal

Form 26AS and the Annual Information Statement (AIS) are two of the most important tax documents for every Indian taxpayer. They contain a comprehensive record of all taxes deducted or collected on your behalf, advance tax payments, and financial transactions reported to the Income Tax Department. Reviewing these documents before filing your ITR is essential to ensure accuracy and avoid notices. This guide shows you how to download both documents step by step.

What Is Form 26AS?

Form 26AS is your Tax Credit Statement. It is an annual consolidated statement that contains details of all TDS (Tax Deducted at Source) deducted on your income by employers, banks, and other deductors. It also shows TCS (Tax Collected at Source) collected against your PAN, advance tax and self-assessment tax paid by you, refunds received during the financial year, and high-value transactions reported through AIR (Annual Information Return).

What Is the Annual Information Statement (AIS)?

The AIS is a more comprehensive document introduced in 2021. It goes beyond Form 26AS and includes information about savings account interest, dividends received, securities transactions (shares, mutual funds, bonds), purchase and sale of immovable property, foreign remittances, rental income, and GST turnover. The AIS also allows you to provide feedback if any information is incorrect, making it an interactive document.

What Is the Taxpayer Information Summary (TIS)?

TIS is a derived summary of the AIS. While AIS shows all reported transactions, TIS shows the processed values after considering taxpayer feedback and deduplication. The TIS values are pre-filled in your ITR forms on the e-filing portal.

How to Download Form 26AS

Method 1: Through the Income Tax Portal

Step 1: Log in to incometax.gov.in

Visit the official Income Tax e-filing portal and log in using your PAN as user ID and your password.

Step 2: Navigate to Form 26AS

Go to e-File > Income Tax Returns > View Form 26AS. You will be redirected to the TRACES (TDS Reconciliation Analysis and Correction Enabling System) website.

Step 3: Accept and Proceed on TRACES

On the TRACES website, confirm your PAN and click “Confirm”. Accept the usage agreement and proceed.

Step 4: View or Download

Select the Assessment Year you want to view. Choose the format — HTML for viewing on screen or PDF for downloading. Click “View/Download”. The Form 26AS will display or download with all your tax credit details.

Method 2: Through Net Banking

Many banks like SBI, ICICI, HDFC, Axis, and others provide direct access to Form 26AS through their net banking portals. Log in to your net banking, navigate to the tax section, and look for “View Form 26AS” or “Tax Credit Statement”. This method does not require separate registration on TRACES.

How to Download the Annual Information Statement (AIS)

Step 1: Log in to the Income Tax Portal

Visit incometax.gov.in and log in with your credentials.

Step 2: Navigate to AIS

Go to Services > Annual Information Statement (AIS). Alternatively, click on AIS from the dashboard quick links.

Step 3: Access the AIS Portal

You will be redirected to the AIS/TIS portal. The system will display your AIS for the current and previous financial years.

Step 4: View and Download

Select the financial year you want to view. The AIS will display all reported financial transactions organized by category — TDS/TCS, SFT (Specified Financial Transactions), payment of taxes, and demand and refund. Click on “Download” to save the AIS in PDF or JSON format. The JSON format is useful if you want to import the data into tax preparation software.

Step 5: Provide Feedback (If Needed)

If you find any incorrect or duplicate information in the AIS, click on the specific transaction and select “Feedback”. You can mark a transaction as “Information is correct”, “Information is not fully correct”, “Information relates to other person/year”, “Information is duplicate”, or “Information is denied”. Providing feedback helps the system correct your pre-filled ITR data.

How to Download TIS

The TIS is available on the same AIS portal. After accessing the AIS, switch to the “TIS” tab at the top of the page. The TIS shows the derived (processed) values of your income from various sources. These are the values that will be pre-filled in your ITR forms. Download the TIS to compare with your own records before filing.

Why You Must Check These Documents Before Filing ITR

Avoid mismatches — If your ITR does not match Form 26AS or AIS data, you may receive an income tax notice.
Claim full TDS credit — Ensure all TDS deducted is reflected correctly to claim complete credit.
Identify unreported income — AIS may show income you forgot to include, such as bank interest or dividend income.
Correct errors early — Use the AIS feedback mechanism to dispute incorrect entries before filing.
Prevent demand notices — A thorough review prevents unexpected tax demands after processing.

Differences Between Form 26AS and AIS

Form 26AS primarily shows TDS, TCS, and tax payment information. AIS is broader and includes all financial transactions reported by banks, mutual fund houses, stock brokers, property registrars, and others. Going forward, AIS is becoming the primary reference document for filing ITR, and Form 26AS may eventually be phased out.

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