Tax Filing Checklist: AIS/26AS Reconciliation, Common Mismatches

This is the 90 minute pre‑filing checklist that saves you weeks later.

Reconcile First

• Download AIS and Form 26AS. Match TDS, TCS, advance tax, and refunds.
• Cross check interest from banks and FDs, mutual fund dividends, and broker statements.

Income Buckets To Confirm

• Salary and perquisites with Form 16.
• House property rent and interest.
• Capital gains with contract notes and AMC statements.
• Business or professional income where applicable.

Deductions and Proofs

• 80C, 80D, NPS, education loan interest, and donations. Keep receipts.

Last Mile Hygiene

• Validate bank accounts for refund. E‑verify within timelines.
• Keep PDFs of filed ITR and computation in your records folder.