Answer

1. F

   Facts

   The AIS PDF password is your PAN in lowercase followed by your date of birth in DDMMYYYY, with no spaces. You can also download AIS as JSON for the offline utility or as CSV.

2. P

   Provisions and law

   • Sec 285BB (now Sec 510)Annual Information Statement of a taxpayer's reported transactions and taxes
   • Rule 114-I, Income-tax Rules 1962Annual Information Statement uploaded to the taxpayer's account
3. A

   Analysis

   For PAN ABCDE1234F and date of birth 5 March 1990, the password is abcde1234f05031990. For a company or firm, the date is the date of incorporation or formation. The CSV is handy if you want to sort hundreds of share trades. The JSON is for the offline AIS utility, where you can give feedback in bulk and upload it.

4. C

   Conclusion

   1. 1Open AIS and choose the financial year
   2. 2Click Download and pick PDF, JSON or CSV
   3. 3Open the PDF with lowercase PAN plus DDMMYYYY
   4. 4Use CSV or JSON for large trade lists

General guidance from TaxSavvy’s library of money processes. Laws change; your Savvy confirms the answer on your exact case before anything is filed.