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Form 26AS

Form 26AS - Tax Credit Statement

Form 26AS is a comprehensive tax statement that provides details of tax deducted/collected at source, tax payments, and other financial transactions linked to your PAN. Learn what it contains and how to download it.

About Form 26AS

What is Form 26AS?

Form 26AS is a consolidated tax statement that shows details of TDS, TCS, advance tax, self-assessment tax, refunds, and high-value transactions linked to your PAN.

Information in Form 26AS

It includes TDS/TCS details, tax payments, refunds, high-value transactions, details of specified financial transactions, and pending/completed tax proceedings.

How to Download Form 26AS

Login to Income Tax Portal

Visit the official Income Tax e-filing portal website (incometax.gov.in) and log in with your PAN and password.

Navigate to e-File Menu

After login, go to the e-File menu and select "Income Tax Returns", then click on "View Form 26AS".

Select Tax Credit Statement

Click on "View Tax Credit (Form 26AS)" option from the menu.

Choose Assessment Year and Format

Select the appropriate Assessment Year from the dropdown and choose your preferred View Type (PDF, HTML, or Text format).

Complete Verification

Enter the verification code (captcha) that appears on screen and click on the "View/Download" button.

Access the Document

If you download in PDF or Text format, you'll need to enter your PAN and Date of Birth (in DDMMYYYY format) as the password to open the document.

How to Manually Convert Form 26AS Text File to Excel

For Form 26AS files with 2000+ transactions, you might only be able to download in text format. Here's how to convert it to Excel:

Open Text File

Open the downloaded text file using the password, which is your Date of Birth in DDMMYYYY format.

Extract ZIP File

If the file is downloaded as a ZIP, extract it to get the text file.

Copy to Excel

Select all the text content (Ctrl+A) and copy it (Ctrl+C). Open Microsoft Excel and paste the data (Ctrl+V) into a worksheet.

Format Using Text to Columns

Select the entire first column (A) in the worksheet, then click on "Data" in the Excel menu and select "Text to Columns".

Choose Delimiter

In the wizard that appears, select "Delimited" and click "Next". Then select "Others" and enter the caret symbol (^) in the box.

Complete Conversion

Click "Next" and then "Finish". The data will be properly formatted in columns, making it easy to analyze and work with in Excel.

Note: Steps for conversion may vary slightly depending on your Excel version and operating system.

Problems with Manual Conversion to Excel

Time-Consuming Process

Manually converting Form 26AS PDF to Excel is extremely time-consuming, requiring careful data extraction and formatting page by page.

Error-Prone

Manual data entry increases the risk of errors, which can lead to incorrect tax calculations and financial decision-making.

Complex Formatting

Form 26AS contains complex tables and sections that are difficult to recreate accurately in Excel without specialized tools.

Data Loss Risk

Important details or footnotes might be missed during manual conversion, potentially leading to incomplete tax analysis.

THE AMBILL ADVANTAGE

Form 26AS Processing, Simplified

Skip the tedious manual conversion. Upload your file and let our intelligent system transform your Form 26AS data into actionable insights.

1

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2

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3

Raw & Enhanced Data

Receive both the raw converted data and specially formatted sheets with categorized entries for deeper analysis.

4

Export & Download

Download your processed Form 26AS data as a clean Excel file with multiple sheets, ready for analysis and reporting.