AIS and 26AS reconciliation
Know what the department knows before you file
Most notices start with income the client forgot to mention. Upload the AIS or Form 26AS and Docflo lists everything reported for the year, shows which items you already have documents for, and which ones are missing.
Opens password-protected files
AIS PDFs open with the client's PAN and date of birth automatically. JSON from the AIS utility and the 26AS text file work too.
Every source, every category
Salary, TDS by deductor, interest by bank, dividends, sale of shares and mutual funds, rent and tax collected at source.
Clear gaps, in plain words
"Interest from SBI — no certificate received" or "₹6,200 more interest reported than in the statements". The report is for you only; it never gives tax advice to the client.
One click to ask for what's missing
Docflo turns every gap into a checklist and sends it to the client on WhatsApp or email.
How it works
- 1Download the client's AIS or Form 26AS from the income tax portal.
- 2Upload it to Docflo for the right financial year.
- 3Review the gaps and request the missing documents.
Questions
Do you log in to the income tax portal?
No. You download the AIS or 26AS yourself and upload it. Docflo never asks for the client's portal password.
Is anything sent to the client automatically?
No. The comparison is visible only to your firm. You decide when to send a document request.
Stop chasing documents this month.
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