Tax planning
Pre-filing reconciliation of AIS, TIS, 26AS and Form 16
What this means, checked by a CA
Before you file, we put your Form 16, Form 26AS, AIS and TIS side by side so the income and TDS in your return match what the department already knows. Differences are fixed or explained before they turn into a notice.
₹999
a year, + 18% GST
- Delivered in 1 to 2 working days after documents
- Due: Before filing. For AY 2026-27 belated returns are due by 31 December 2026. Do it again before filing a revised return.
How we do it: IDFD
Every case runs through the same four steps: Information, Discussion, Forms, Deliverables. You see each one ticked as it happens.
InformationWhat we need from you · 8 items
Form 16 from every employer
Salary and TDS per employer
AIS and TIS for the year
Reported income and transactions
Form 26AS
TDS and TCS credited
Bank interest certificatesOptional
Accrued and paid interest
Broker and mutual fund statementsOptional
Actual gains, not gross sales
Rent and property documentsOptional
Rent shown in AIS
Last year's ITROptional
Carry forward and patterns
PAN and e-filing login
Download all statements
DiscussionWhat we discuss · 5 items
Is any income missing from AIS that you know about?
Report all income anyway
Any AIS entry that is not yours, a duplicate, or another year?
Needs AIS feedback first
Did you change jobs or have two employers?
Double deductions and short TDS
Did you sell shares, funds, property or crypto?
Gross sale in AIS needs cost data
Old or new regime this year?
Changes which items matter
FormsForms we file · 5 items
Download AIS (PDF or JSON), TIS, Form 26AS and all Form 16s
Where: https://www.incometax.gov.in. Due: Before filing
Build a reconciliation sheet by head and source: salary, TDS, interest, dividend, reported sales, rent
Difference = own records minus TIS accepted value, item by item
Where: Internal. Due: Before filing
Give AIS feedback for wrong, duplicate or other-PAN entries (see ITR-AIS-01)
Where: https://www.incometax.gov.in (AIS). Due: Before filing
Ask deductors to correct TDS gaps on TRACES (see ITR-AIS-02)
Where: https://www.tdscpc.gov.in. Due: Before filing where time allows
Lock the ITR figures and keep a notes file explaining every remaining difference
Where: Internal. Due: Before filing
DeliverablesWhat you get · 3 items
Reconciliation sheet with each difference explained
When: Within 2 working days
Action list: AIS feedback, deductor requests, missing documents
When: Within 2 working days
Recommended ITR form and figures
When: With the sheet
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