26AS/AIS Data Import Process

Express ITR || 26AS/AIS Data Import Process

Info
Note : The software provides an automated process for handling 26AS or AIS data, eliminating the need for manual entry.
Using this feature, you can seamlessly import 26AS or AIS data through a straightforward, guided process.

Steps to Import 26AS or AIS Data

Step 1: Sync Client Data

  • Open the client profile and click on the Sync Now option to initiate data synchronization.
      

Step 2: Access Tax Details

  • After syncing, select the Tax Details option.
      

Step 3: Select 26AS/AIS-Tax Details

  • Click on 26AS/AIS-Tax Details to fetch the relevant tax data from the portal.
      

Step 4: Import Data

  • The 26AS/AIS data will now be fetched from the portal. Use the Append or Overwrite options to import the data into the software.
      
With the above process, the 26AS or AIS data will be successfully imported into the software.

Notes
Note : AIS data will be imported separately under the relevant income heads.

Steps to Update Data Separately in Income Heads

Salary → If salary information is available in AIS, it will be automatically fetched. Click on the Auto Fill button to populate salary details without manual entry.

      

House Property → For House Property income in AIS, click Auto Fill to populate the House Property details automatically.

      
Capital Gain → For Capital Gain information in AIS, click on the AIS-Shares button and then on Auto Fill to automatically update the Capital Gain details.

      
      
      
Other Sources → If other income information is available in AIS, select AIS - Other Source and click Auto Fill to populate the relevant details automatically.

      
      

This process ensures all tax data from 26AS and AIS is accurately imported and updated, eliminating the need for manual entry.

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