The deadline to file Income Tax returns is winding down for most taxpayers — with many likely to incur fines after September 15. Taxpayers struggling to collate their financial data for submission can also use the Annual Information Statements released by the I-T Department to simplify the process. The document covers a wide range of financial transactions linked to their PAN card — not just salary but also interest and dividend income, sale/purchase of securities and property, foreign remittances and more.
What is an Annual Information Statement?
The Annual Information Statement or AIS is a detailed summary of all financial transactions reported to the tax department during a financial year. The details come from submissions made by various entities — including employers, banks, mutual funds and stock exchanges. Most financial transactions that incur income tax require PAN card details to be executed. The AIS is a ledger containing all these details as sent by the other party to the Income Tax Department.
Steps to follow:
- Open the Income Tax e-filing portal or click on this direct link. Enter your credentials to log in.
- Click on ‘Annual Information Statement’ from the dashboard or go to the ‘e-File’ menu and select Income Tax Return and then ‘View AIS’.
- Click the ‘proceed’ button to be redirected to the AIS portal.
- Click on the AIS tile once the new webpage opens.
- Click on the download option to save the statement as a PDF or in JSON/CSV format.
How to open the AIS document?
The document you download from the AIS portal will be locked with your unique passcode. Users will have to use their PAN card number (in lower case) plus their date of birth (DDMMYYYY format) to open the PDF. In case of a non-individual taxpayer, it will be the date of incorporation or formation.
For example: If your PAN Card number is AAAAA0000A and your date of birth is 01.01.2025 — Your password will be aaaaa0000a01012025