AIS and Tax Credit Mismatches: What to Check Before Filing ITR

By the TaxF team · Updated 14 Nov 2026

Create a comparison, not just a download folder

• Start a worksheet with one row per employer, bank, broker or payer. Record the financial year, source document, amount reported by the source, amount shown in the portal and any tax deducted. Include the date each portal report was downloaded because the information may change.
• Check income categories separately. A securities sale value is not automatically the taxable capital gain, and a transfer between your own accounts should not be treated as income merely because it appears in a statement. Establish the underlying transaction before deciding its tax treatment.
• Use your own records to identify missing items as well as differences in reported ones. A portal prefill is a starting point for review, not a substitute for considering every relevant income source.

Classify the discrepancy before seeking a correction

• For a suspected duplicate, preserve both entries and the evidence showing why they refer to one transaction. For an amount mismatch, obtain the issuer’s statement rather than editing your calculation without an explanation.
• If tax deducted does not appear correctly, contact the payer or deductor with the relevant certificate, payment record and year. A preparer cannot change another organisation’s reporting simply by changing a number in your return.
• Use the appropriate AIS feedback option when the information is incorrect and save the acknowledgement. The Income Tax Department explains the available feedback process and status; do not treat feedback submission as proof that a reporting entity has completed its correction.

Agree the filing position and keep the evidence

• Ask your preparer for a plain-language explanation of unresolved differences and the evidence supporting the proposed return. Avoid waiting silently for an issuer when a filing or response deadline is approaching; obtain advice on the options available for the relevant year.
• Keep the final computation, filed return, verification record and discrepancy worksheet together. If you later receive a communication, this pack helps explain what was known when the return was prepared.
• Tell TaxF how many employers, banks, brokers and years are involved when requesting reconciliation. Filing, feedback, deductor correction and responding to a notice can be separate pieces of work; confirm which are included before authorising the engagement.

Frequently asked questions

This guide is general information based on the rules as we understand them on the date above. Dates and limits can change by government notification — ask us before relying on them for your case.