AIS - comprehensive financial transactions report (interests, dividends, MF, shares, property). Mandatory check.
Visit Official Portal โAnnual Information Statement (AIS) shows ALL high-value financial transactions reported to IT Dept: bank interest, dividends, mutual fund transactions, share trading, foreign remittances, property purchase, business receipts. More comprehensive than Form 26AS. Free at incometax.gov.in. Critical to verify before filing ITR.
Keep these documents ready before starting application. Missing documents = delayed approval.
Follow these steps in order. Each step is critical - skip none.
Use AIS data when filing ITR. Feedback resolves discrepancies. Track via portal.