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  1. 17 financial details to verify in your AIS before filing ITR in 2026

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17 financial details to verify in your AIS before filing ITR in 2026

rajeev kumar

2 min read | Updated on May 15, 2026, 17:51 IST

SUMMARY

Available on the e-filing portal, AIS serves as a record of all your tax-related financial information in one place, including your income, financial transactions, and tax details. The online ITR forms are auto-filled with this information.

ais 2026

One should verify financial details in AIS. | Image source: Shutterstock

ITR filing for AY 2026-27 (FY 2025-26) has officially started for taxpayers eligible to file ITR-1 and ITR-4. The Income-tax Department has enabled both the Excel utility and online filing for these forms. However, before starting the ITR filing, taxpayers should check key documents such as the Annual Information Statement (AIS).
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Available on the e-filing portal, AIS serves as a record of all your tax-related financial information in one place, including your income, financial transactions, and tax details. The online ITR forms are auto-filled with this information.

While AIS helps speed up the ITR filing process, it also makes it possible to identify whether any of your financial information is missing or incorrect. Taxpayers can submit feedback on the AIS portal to correct any errors or discrepancies in their AIS data. That said, here is a list of 18 financial details in AIS that you, as a taxpayer, can verify before filing ITR.

  1. TDS and TCS paid during the year

  2. Specified Financial Transactions (SFT)

  3. Tax paid during the year

  4. Income-tax demand and tax refunds

  5. Pending tax proceedings

  6. Completed tax proceedings

  7. Information received from any officer, authority, or body performing any functions under any law; or information received under DTAA

  8. GST return

  9. Foreign remittance

  10. Annexure-II of the Form 24Q TDS Statement of the last quarter

  11. ITR of other taxpayers

  12. Interest on Income Tax Refund

  13. Information in Form 61/61A where PAN could be populated

  14. Off market transactions reported by Depository/Registrar and Transfer Agent (RTA)

  15. Dividends reported by Registrar and RTA

  16. Purchase of mutual funds reported by RTA

  17. Information received from any other person about the taxpayer, if it is for the tax department

Who submits AIS?

The AIS is required to be uploaded on the official e-filing portal by the Principal Director General of Income-tax (Systems) or the Director General of Income-tax (Systems) or any person authorised by him.

Taxpayers can access their AIS on the e-filing portal as well as through the "AIS for Taxpayer" mobile app.

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About The Author

rajeev kumar
Rajeev Kumar is a Deputy Editor at Upstox, and covers personal finance stories. In over 11 years as a journalist, he has written over 2,000 articles on topics like income tax, mutual funds, credit cards, insurance, investing, savings, and pension. He has previously worked with organisations like 1% Club, The Financial Express, Zee Business and Hindustan Times.

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