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How to View 26AS and Download Form 26AS Online?

Form 26AS helps you verify that the taxes deducted by your employer or other deductors have been correctly filed and credited to your account.

  • 30,493 Views | Updated on: Jul 22, 2024

Paying taxes is important, but calculating and filing them can seem tricky. To simplify the process, the Income Tax Department of India provides many helpful online tools for you to use. From viewing your tax-related information to calculating how much tax is due, these options available on the official website of the Income Tax Department are very convenient. One such tool is the 26AS form of income tax.

Form 26AS is a crucial document for anyone dealing with income tax in India. Think of it as your comprehensive tax passbook detailing all the taxes you have paid or deducted on your behalf. Whether it is Tax Collected at Source (TCS), Tax Deducted at Source (TDS), or any other tax payments like advance tax or self-assessment tax, Form 26AS consolidates all this information in one place. Let us understand what is Form 26 AS and how to view Form 26AS.

What is Form 26AS in Income Tax, and Why is it Important?

Form 26AS is a consolidated credit statement that shows all the information regarding your taxes. From Tax Collected at Source (TCS), Regular Assessment Tax, and Tax Deducted at Source (TDS) to Assessment Tax and Advance Tax - there are several different income tax deductions charged on your income.

Form 26AS is used to double-check your tax credits and income calculations. It allows you to verify whether or not the tax deducted or collected by the deductor or collector was deposited on time. Aside from that, Form 26AS includes information from the Annual Information Return (AIR), which various companies file based on what a person has earned or spent, typically in high-value transactions.

How to View Form 26AS from Net Banking Facility?

To view Form 26AS using the net banking facility, follow these steps:

Step 1. Log in to Your Net Banking Account

  • Open the official website of your bank.
  • Enter your User ID and password to log in to your net banking account.

Step 2. Navigate to Tax Services

  • Once logged in, look for a section related to tax services. This may vary depending on the bank, but common labels include “Tax Services,” “Tax Center,” or “Income Tax e-Filing.”

Step 3. Select the Option to View Form 26AS

  • You should find an option to view or download Form 26AS within the tax services section.
  • This is often labeled as “View Tax Credit Statement (Form 26AS)” or similar.

Step 4. Redirect to the TRACES Website

  • Clicking the option to view Form 26AS will redirect you to the TRACES (TDS Reconciliation Analysis and Correction Enabling System) website.

Step 5. View/Download Form 26AS

  • You may need to re-enter your PAN and other details on the TRACES website.
  • After providing the required information, you can view your Form 26AS for the selected financial year.
  • You can also download the form in PDF format.

How to Download Form 26AS from TRACES?

Form 26AS, also known as the Tax Credit Statement, is a crucial document that provides details of all the tax deducted at source (TDS) on your income. It helps you reconcile your TDS payments with your ITR filings. Here is a step-by-step guide to download Form 26AS from TRACES:

Step1: Visit the TRACES Website

Open your web browser and go to the official TRACES website: https://contents.tdscpc.gov.in

Step 2: Log in to Your Account

Click on the “Login” button in the top right corner. Enter your PAN or Aadhaar number and birth date, and click “Continue.”

Step 3: Access the ‘View Tax Credit (Form 26AS)’ Option

Once logged in, you’ll be redirected to the TRACES homepage. Select the “e-file” tab from the top menu bar. Under the “Income Tax Returns” section, choose “View Form 26AS”.

Step 4: Read and Accept the Disclaimer

A disclaimer will appear explaining the purpose and usage of Form 26AS. Click on “Confirm” to proceed.

Step 5: Select the Assessment Year and View Type

A new page will display. Choose the assessment year for which you want to download Form 26AS. Select the desired view type: HTML, Text, or PDF.

Step 6: Click on “View/Download”

Once you’ve selected the assessment year and view type, click the “View/Download” button.

Step 7: Download the Form 26AS

The Form 26AS will be displayed in the selected format. You can either view it online or download it to your computer.

Things to Verify in the TDS Certificate with Form 26AS

When comparing your TDS certificate with Form 26AS, ensure the following details match:

  • PAN: Your PAN should be identical on both documents.
  • Assessment year: The assessment year should be the same on both documents.
  • Deductor’s details: The deductor’s name, address, and TAN (Tax Deduction Account Number) should match.
  • TDS amount: The total TDS amount deducted by the source should be consistent on both documents.
  • TDS challan details: The TDS challan details, including the challan number and date, should match.

You can contact the deductor or the Income Tax Department for clarification and rectification if there are discrepancies.

Key Takeaways

  • Form 26AS is a consolidated credit statement that provides details of all tax deductions and credits.
  • It is used to reconcile TDS payments with income tax returns and identify any discrepancies.
  • Form 26AS is divided into parts, each containing specific information about TDS, TCS, tax payments, refunds, and high-value transactions.
  • Taxpayers can download Form 26AS from the Income Tax Department’s e-filing website.

Conclusion

Form 26AS is an essential document for taxpayers as it consolidates all tax-related information, including TDS, TCS, and high-value transactions. It acts as a verification tool to ensure that the tax credits claimed in your income tax return match the details reported to the tax authorities. Regularly checking Form 26AS can help avoid discrepancies and ensure your tax filings are accurate and up-to-date. This proactive approach simplifies the tax filing process and ensures compliance with income tax regulations.

FAQs on How to View Form 26AS

1

How can I register for the TRACES website to access Form 26AS?

While TRACES offers functionalities for taxpayers, registration is not required to view Form 26AS. Using your existing login credentials, you can access it through the Income Tax e-filing portal.

2

Can I view Form 26AS without logging in to the Income Tax e-filing portal?

No, viewing Form 26AS directly on TRACES requires logging in to the Income Tax e-filing portal first.

3

Can NRIs view and download Form 26AS?

Yes, NRIs with a PAN can access Form 26AS through the Income Tax e-filing portal using their login credentials.

4

Is there a mobile app to view Form 26AS?

No, there’s no dedicated mobile app to view Form 26AS. However, you can access the Income Tax e-filing portal to view and download the form through your mobile browser.

Amit Raje
Written By :
Amit Raje

Amit Raje is an experienced marketer who has worked in various Fintechs and leading Financial companies in India. With focused experience in Digital, Amit has pioneered multiple digital commerce in India. Now, close to two decades later, he is the vice president and head of the D2C business department. He masters the skill of strategic management, also being certified in it from IIMA. He has challenged his challenges and contributed his efforts in this journey of digital transformation.

Amit Raje
Reviewed By :
Prasad Pimple

Prasad Pimple has a decade-long experience in the Life insurance sector and as EVP, Kotak Life heads Digital Business. He is responsible for developing user friendly product journeys, creating consumer awareness and helping consumers in identifying need for life insurance solutions. He has 20+ years of experience in creating and building business verticals across Insurance, Telecom and Banking sectors

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The information herein is meant only for general reading purposes and the views being expressed only constitute opinions and therefore cannot be considered as guidelines, recommendations or as a professional guide for the readers. The content has been prepared on the basis of publicly available information, internally developed data and other sources believed to be reliable. Recipients of this information are advised to rely on their own analysis, interpretations & investigations. Readers are also advised to seek independent professional advice in order to arrive at an informed investment decision. Further customer is the advised to go through the sales brochure before conducting any sale. Above illustrations are only for understanding, it is not directly or indirectly related to the performance of any product or plans of Kotak Life.