What information is shown in 'Assessee details' during 26AS review?

Short Answer: 'Assessee details' shows Name, PAN, Financial Year, and Assessment Year extracted from the uploaded 26AS statement.

PreRequisites

1. 26AS file uploaded and the 'Review 26AS statement' modal open.

Steps

1. Upload the 26AS TXT file and open the 'Review 26AS statement' modal.
   The 'Assessee details' section is visible on the right side of the modal.

2. Review the fields shown in 'Assessee details':
   • Name
   • PAN
   • Financial Year
   • Assessment Year

3. Confirm that these values match your records before proceeding.

4. If the information is correct, click 'Confirm & continue' to proceed with the reconciliation setup.

Troubleshooting

1. PAN or Name in 'Assessee details' does not match expected.

   Likely Cause:
   • The incorrect 26AS file was uploaded.
   • The file may belong to a different PAN or financial year.

   Action:
   • Download the correct Form 26AS TXT file for the correct PAN and financial year from the Income Tax Portal.
   • Upload the correct file again.

Note: Always verify the Name, PAN, Financial Year, and Assessment Year in 'Assessee details' before clicking 'Confirm & continue'.