Short Answer: In the '26AS Statement' card, upload the TXT file (drag & drop or 'Upload file'), review the 'Review 26AS statement' modal, then click 'Confirm & continue'.
Answer
PreRequisites
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Form 26AS available as a TXT file downloaded from the Income Tax Portal.
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File size ≤ 10 MB.
Steps
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On New Reconciliation — 26AS TDS Reconciliation, locate and open the '26AS Statement' card.
- The card shows the upload area with 'Drag & drop your file here' and 'Upload file' options.
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Click 'Upload file' or drag & drop your 26AS TXT file into the 26AS Statement card.
- The 'Review 26AS statement' modal appears showing 'Data preview (first 20 rows)'.
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In the 'Review 26AS statement' modal, verify the 'Assessee details', including:
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Name
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PAN
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Financial Year
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Assessment Year
Also inspect the Data preview (first 20 rows) to ensure the sample rows look correct.
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If the details are correct, click 'Confirm & continue'.
- If the information is incorrect, click 'Cancel' and re-upload the correct 26AS file.
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After confirmation, the 26AS file is accepted, and you return to the main upload screen to continue the reconciliation process.
Troubleshooting
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Assessee details are missing or do not match your entity.
LikelyCause:
• The wrong 26AS file was uploaded.
• The file may belong to a different PAN or financial year.Action:
• Download the correct Form 26AS TXT file from the Income Tax Portal.
• Upload the correct file again. -
Upload button does nothing or the file fails to load.
LikelyCause:
• The file format is not TXT.
• The file size exceeds 10 MB.Action:
• Ensure the file format is TXT.
• Confirm the file size is ≤ 10 MB, then retry the upload.
Note: Use the 'Assessee details' section to verify the PAN and financial year before clicking 'Confirm & continue'.