Home TDS Reconciliation How do I review and adjust party mappings and run reconciliation?

How do I review and adjust party mappings and run reconciliation?

Last updated on Apr 14, 2026

Short Answer: In the 'Party mapping' modal, review matched pairs, use the 'Confidence filter' to find rows marked 'Needs review', select the correct deductor from the '26AS DEDUCTOR' dropdown for any 'Select deductor..' rows, and click 'Run reconciliation' when it becomes enabled.

PreRequisites

  1. Both 26AS and Books files are uploaded and confirmed/mapped.

  2. You are currently on the 'Party mapping' modal.

Steps

  1. When the 'Party mapping' modal opens, review the list under the columns 'BOOKS PARTY', '26AS DEDUCTOR', and 'CONFIDENCE'.
    You will see matched parties along with confidence badges such as High, Medium, or Needs review.

  2. Use the 'Confidence filter' and select 'Needs review' to quickly identify rows that require manual verification.
    This helps focus only on mismatched or uncertain mappings.

  3. For rows showing 'Select deductor..', click the '26AS DEDUCTOR' dropdown and choose the correct deductor.
    Verify the PAN shown in the dropdown option where available to ensure the correct mapping.

  4. After selecting the correct deductor, the chosen value appears in the '26AS DEDUCTOR' column, and the confidence level updates automatically.

  5. Once the required rows are mapped and the confidence level is acceptable, click 'Run reconciliation'.
    The button becomes enabled, and the reconciliation process starts.

Troubleshooting

  1. 'Run reconciliation' is greyed out.

    Likely Cause:

    • Some rows still show 'Select deductor..' and are not mapped.
    • Required mappings are still incomplete.

    Action:

    • Use the 'Confidence filter' to find rows marked 'Needs review'.
    • Select the appropriate deductor from the dropdown for those rows.
    • After completing the mappings, click 'Run reconciliation'.

  2. A books party has no matching 26AS deductor in the dropdown.

    Likely Cause:

    • The corresponding deductor does not exist in the uploaded 26AS file.

    Action:

    • Confirm that the 26AS file includes the missing deductor (PAN or name).
    • If necessary, update the books file so the party names match, then re-upload and remap.

Note: The Party mapping modal shows progress such as '5 of 7 parties matched' to help track remaining mappings before reconciliation.