Tag: e-filing portal

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.

Screenshot of an e-filing website for tax returns, featuring options to login and register, quick links for various tax-related services, and a section highlighting the ease of filing income tax returns.

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

Screenshot of a user dashboard with options for services such as Rectification, Refund Reissue, and Annual Information Statement (AIS), featuring a welcome message.

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

Popup window for Annual Information Statement (AIS) indicating the filing of return for the year ended 31-Mar-2021, with 'Proceed' and 'Cancel' buttons.

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.

Screenshot of AIS instructions webpage detailing functionalities related to the Annual Information Statement (AIS), including disclaimers and feedback options for taxpayers.

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.

Screenshot of the AIS Instructions webpage, detailing functionalities related to the Annual Information Statement (AIS) and including a disclaimer about information availability and taxpayer responsibilities.

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

Screenshot of an Annual Information Statement for the financial year 2020-21, displaying sections for general taxpayer information and details about tax deducted at source.

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

Screenshot of an Annual Information Statement showing taxpayer details and options to download.
Download options for Annual Information Statement (AIS) in PDF and JSON formats, and AIS Consolidated Feedback (ACF) in PDF format, with instructions regarding password protection.

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

Screenshot of a financial report displaying SFT information with details on dividend income, including information codes, source, and amounts, along with options to filter and download data.

ICAI Webinar On Issues Related To UDIN Validation At E-filing Portal

Live Webcast on “Issues related to UDIN Validation at e-filing Portal”

12th May, 2022 (Thursday) (04:00 PM to 05:00 PM)

Speaker Details

Welcome Address by CA Prasanna Kumar D, Convenor UDIN Directorate

Address by the CA. Aniket Talati, Vice-President, ICAI

Discussion & Query Resolution on issues related to UDIN Validation at e-filing Portal

Key Speakers-

CA. Prasanna Kumar D, Convenor, UDIN Directorate

CA. CV Chitale, Chairman, Direct Taxes Committee

CA. Purushottamlal Khandelwal, Dy. Convenor, UDIN Directorate

CA. (Dr.) Raj Chawla, Vice Chairman, Direct Taxes Committee

Vote of Thanks by CA. Purushottamlal Khandelwal, Dy. Convenor, UDIN Directorate

Technical Whatsapp Helpline Number : 8866250011

Link To Join: Please Click Here

‘itat e-dwar’, an e-filing portal of Income Tax Appellate Tribunal launched

Shri Ravi Shankar Prasad, Union Minister for Law & Justice, Communications and Electronics & IT, formally launched the e-filing portal of Income Tax Appellate Tribunal (ITAT), ‘itat e-dwar’,on the 25 June 2021 in New Delhi. The newly developed e-Filing Portal would enable the parties to file their Appeals, Miscellaneous Applications, documents, paper books, etc., electronically. 

The Minister detailed how during the pandemic and the lockdown that ensued the Judiciary functioned through digital means and heard more than one crore cases.  He stated that data about more than 18 crore cases are available in the National Judicial Data Grid (NJDG) and he suggested that cases of ITAT should also be integrated in the NJDG. He pointed out that VC facility has been provided in more than 800 jails so that the undertrials are able to appear before the Courts without the police having to bring them physically to the courts.

He further cautioned that this initiative of ITAT must not be seen as a solitary step.  Instead, it should be seen as a larger narrative of transformation that the country is undergoing through digital medium.  It enables innovation and empowerment and opens new avenues for growth.  He expressed hope that ‘itat e-dwar’ will be widely accepted by the lawyers and tax litigants alike.

On this occasion, a virtual function was organized at the national level which was attended by the functionaries of ITAT from all the 28 stations.  The members of various Bar Associations also joined the virtual function.  It was also attended by the Officers of the Income Tax Department, Chartered Accountants, Taxpayers and other legal luminaries in the field of tax, from across the country.

Justice P.P. Bhatt, President of ITAT, on this occasion, informed the gathering that the launch of e-Filing Portal ‘itat e-dwar’ will enhance the accessibility, accountability and transparency in the day to day working of the ITAT.  It would not only result in economization of the use of paper, savings in costs but also rationalization of the fixation of cases leading to quicker disposal of cases.  On this occasion, Justice Bhatt also announced a plan to set up paperless courts in the ITAT with a pilot project being undertaken at Delhi Benches of ITAT.  It was also informed that even during the period of Pandemic, by using the tools of information and communication technology, various benches of ITAT have functioned and kept up its activity of judicial dispensation.  It was revealed that in spite of the restricted functioning of Benches, the adoption of Video Conferencing has brought down the pendency of cases to about 64,500 as against 88,000 on 1st April, 2020.

On this occasion, Shri Anoop Kumar Mendiratta, Union Law Secretary also addressed and congratulated the ITAT for the initiative taken by it developing the new e-Filing Portal.  Shri G.S. Pannu, Vice President (Delhi Zone) and Chairman, Computerization Committee, ITAT explained that with the combination of digital court room, virtual hearings and Mobile Application providing Judicial Information, paperless courts will soon be a reality in ITAT.