Reconcile tax credits, compute, and review an ITR

Before you begin

Open the correct client, PAN, assessment year, filing kind, and return form. Apply only reviewed source imports and complete the required form schedules. Keep income, deduction, credit, challan, and bank evidence available. Recalculate whenever a source, fact, schedule, payment, or form selection changes.

Reconcile AIS, TIS and Form 26AS

Open Import & reconcile → Source files for the correct client, PAN and assessment year. Use the Portal Bridge to start the official Firefox download, or download the source directly from the official portal. Select the downloaded file in IndiaAuditLens and preview its proposed mappings. Open Review & apply and compare each proposed income or credit row with the source. Accept only the mappings that belong to this taxpayer and year. Keep unmatched, duplicate, uncertain or differently classified rows unresolved. Confirm the applied source under Applied history and recalculate the return.

The Portal Bridge does not read the device's Downloads folder or send downloaded statement bytes to IndiaAuditLens. The authorised CA selects every source file through the upload control.

AIS/TIS and Form 26AS evidence does not by itself establish the taxable head, capital-gain cost, holding period or allowability of a credit. Review those facts against the underlying certificate, books, broker statement and taxpayer evidence.

Run the owned calculation

Confirm the form and regime under Return details. Open Filing details and confirm the taxpayer, filing-date, due-date, bank and verification particulars. Complete the selected form's required Income, Deductions and Taxes paid schedules. Open Computation and select Save and calculate. Review gross total income, deductions, total income, special-rate income, tax, surcharge, marginal relief, cess, interest, fee, credits, payable and refund. Resolve every blocking message at its linked field and calculate again.

The engine selects a separate assessment-year rule and schema package. A valid result means the owned calculation completed and the generated JSON passed the pinned published schema. It does not mean that every real taxpayer combination has already been accepted by the official utility or Income Tax portal.

Reconcile payment

If self-assessment tax is payable:

Open File and review the derived tax, interest and fee breakup. Use the official e-Pay Tax page. Do not enter bank credentials, card data, UPI PIN or portal OTP in IndiaAuditLens. Record the CRN while payment is in progress. After payment, enter the real CIN/BSR, challan serial, date and amount breakup. Apply the challan and recalculate.

The challan must reconcile to Schedule IT and the current liability before the filing package can be confirmed.

Review the exact filing package

Confirm the form, assessment year, total income, tax and interest, payable or refund, and JSON checksum. Record consent for that exact server-generated package. Download the schema-checked JSON only after the package is current. If any input changes, review and confirm the new checksum again.

Expected result

Every supported amount reconciles from source to statutory fact, calculation and JSON. The return has no blocking messages, its payment position is current, and the user has reviewed the exact package that will be handed to the portal or an explicitly available provider operation.

Related pages

• Open, set up, and source an ITR workpaper
• Use the available ITR filing route and record evidence