Step-by-Step Process: Access to AIS information online

Step 1:Log in to the Income-tax e-filing website at https://www.incometax.gov.in/

If you are a new user, you will be required to first register on the e-filing portal.

Step 2: After login, click on Services > Annual Information Statement (AIS)

Step 3: A message shall appear that will prompt you to click on ‘proceed’ to redirect to the AIS homepage.

Step 4: The next screen provides key instructions relating to Annual Information Statement (AIS) and Taxpayer Information Summary (TIS). TIS displays the information available in AIS category-wise. It shows the original value as well as the revised value (i.e., the value processed after the taxpayer’s feedback). The revised values in TIS are used for prefilling of return.

Step 5: Click on the next tab of ‘AIS’. On the redirected screen, two tiles shall appear – Taxpayer Information Summary (TIS) and Annual Information Statement (AIS). Select the relevant financial year from the drop-down and click on the AIS tile to view the information.

Step 6: On the next screen, the information available in AIS is displayed in Part A and Part B.

Part A contains the general information about a taxpayer (i.e., PAN, Aadhaar, Name, Date of Birth, Mobile Number, E-mail Id, and Address).

Part B contains the comprehensive information of a taxpayer for the selected financial year as uploaded by the prescribed income-tax authority. The information in Part B is divided into the following categories:

  (a) TDS/TCS Information

  (b) SFT Information

  (c) Payment of Taxes

  (d) Demand and Refund

  (e) Other Information

Step 7: The information available in AIS can be downloaded in Excel, JSON, or PDF format. The user will have to download the transactions in Excel format for every category of transaction separately. While the entire AIS can be downloaded only in PDF or JSON.

Downloading AIS in PDF or JSON

Suppose you have selected the PDF format, then the downloaded PDF will be password protected. To open the file, you will need to enter the combination of the PAN (in lower case) and the date of birth in case of an individual taxpayer or the date of incorporation/formation for the non-individual taxpayer in the format DDMMYYYY without any space.

For example, if the PAN is AAAAA1234A and the date of birth is 21st January 1991, then your password will be aaaaa1234a21011991.

Downloading AIS in excel

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