Password for AIS and TIS: A Complete Guide

For proper financial reporting and adherence to tax laws, the income tax concepts of AIS and TIS are essential. Organisations can improve financial operations transparency and streamline procedures by integrating these systems. In order to properly manage their tax obligations, businesses must comprehend the importance of AIS and TIS. When these technologies are used and implemented correctly, they help improve tax planning and reporting, which will ultimately benefit the organization's overall financial health. The passwords to access AIS and TIS are explained in full in this article.

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Table of content

What is AIS and its Role?

Steps to Download the AIS

What is TIS and its Role?

Steps to Download the TIS

Password for AIS and TIS

Conclusion

Most Asked Questions

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What is AIS and its Role?

The Indian Income Tax Department compiles your financial activities for a given tax year into a document called the Annual Information Statement (AIS). It gives a taxpayer a thorough overview of all the data on Form 26AS, including information provided by banks, investment businesses, and other organisations. It displays information on stock market activities, dividend income, interest earned, salary income (with tax withheld at the source, or TDS), and even expensive purchases. The AIS is a useful tool for correct tax filing since it displays both reported and changed values, which is important because it lets you check the data and mark any inconsistencies.

Steps to Download the AIS

You must have a registered account on the e-filing portal of the Income Tax Department. To make an account, go to the Income Tax Department's website and select "Register" if you haven't already. To view your annual information statements with your registered account, complete these instructions.

Step 1: Go to the e-filing portal of the Income Tax Department and input your login information.

Step 2: Find the "Services" area on the dashboard after logging in successfully.

Step 3: Click "Annual Information Statement" (AIS) from the "Services" menu.

Step 4: Before being taken to the AIS site, you may see a confirmation page. Press "Proceed" to proceed.

Step 5: Find the area to view your AIS once you're on the AIS portal. To access your annual information statement, select the "AIS" tile.

Step 6: To obtain a copy of your AIS, select the download option. It comes in a variety of file formats, such as PDF, JSON, and CSV, so you can download it in the format of your choice. 

What is TIS and its Role?

A TIS statement provides taxpayers with a consolidated overview of all the tax-related information they require, including submitted tax forms, taxes paid, refunds received, and other relevant data. The Taxpayer Information Summary (TIS) is a statement that summarises all of the tax information that a certain taxpayer has on file with the Income Tax Department. It serves as a summary of the taxpayer's tax-related activities and provides significant insights into their tax compliance. The TIS statement contains information on the taxpayer's multiple tax returns, taxes paid, refunds received, and any outstanding tax liabilities. This valuable tool enables taxpayers to review and compare their personal tax records with the information maintained by the IT Department.

Steps to Download the TIS

The following steps are to be completed to download the Taxpayer Information Summary (TIS) from the e-filing portal.

Step 1: Visit the https://www.incometax.gov.in/ website and choose Login if you are already a user, and register if you are a new user. 

Step 2: Enter PAN information and click "Continue."

Step 3: Enter the password and tick the box.

Step 4: On the dashboard, select the AIS option.

Step 5: Choose the AIS tab and select the TIS option.

Step 6: From the TIS interface, choose the Download tab.

Step 7: As indicated below, choose to download TIS in PDF format. Use the password in the format below to open the TIS PDF file after downloading. 

Password for AIS and TIS

The AIS (Annual Information Statement) will be password-protected when you download it in PDF format. In the format DDMMYYYY, without any spaces, enter your PAN (in lowercase) and your date of birth (for individual taxpayers) or date of incorporation/formation (for non-individual taxpayers) to unlock the PDF. For instance, the AIS password would be aaaaa1234s12071999 if your PAN is AAAAA1234S and your birthdate is July 12, 1999.

Conclusion

Understanding the Annual Information Statement (AIS) and the Taxpayer Information Statement (TIS) can go a long way in facilitating effective tax planning and compliance. These records, which are available via the income tax portal, give taxpayers a consolidated view of their financial operations and tax status. However, it can be difficult to interpret these factors. Similarly, you may be confused about the password used to access the AIS and TIS. So seeking advice from tax professionals or personal finance advisory services might be beneficial.

FAQ

Q1. What is TIS in ITR?

A key component of the AIS is the Taxpayer Information Summary (TIS), which includes important summaries of the taxpayer's data.

Q2. How to check AIS TIS?

By using the "AIS for Taxpayer" mobile app or by connecting to his income-tax e-filing account, an assessee can obtain AIS information.

Q3. How do I open a PDF with an AIS password?

The PDF file is password-protected if you download it. PAN (in lower case) and the date of birth (for individual taxpayers) or date of incorporation/formation (for non-individual taxpayers) in the format DDMMYYYY without space are the passwords to unlock AIS.

Q4. How do I reset my AIS password?

After entering your email address or username, please click "Reset Password." The username or email address linked to your member profile must be entered. Following submission, a link to the website where you can reset your password will be included in an email sent to the email address on file.

Q5. In what format can I download AIS?

You can download the Annual Information System (AIS) in CSV, JSON, and PDF file formats.

Q6. Can I track the activity history in AIS?

Yes, you may monitor the history of your activities in AIS. An overview of the work completed on the AIS activity will be given to you. This tab will provide the activity ID for each completed task, along with the date, description, and details.

Q7. How to use AIS and TIS? 

You can use AIS as a reference document to balance your income and investments while filing your income tax return. Inconsistencies and notices from the tax agency may be avoided by doing this. With TIS, you can keep an eye on the status of your tax payments, demands, and refunds. You can keep up with any impending tax liabilities or refunds by regularly checking TIS. 

Q8. Why should you regular monitor AIS and TIS?

It is essential to routinely review the AIS and TIS statements to ensure that the tax-related data is accurate and up to date. By reviewing these statements, taxpayers can identify any discrepancies, errors, or omissions that would need to be corrected. By monitoring the AIS and TIS statements, taxpayers can ensure compliance with tax laws and maintain openness in their tax transactions. It allows them to monitor their tax obligations, understand the impact of exemptions and deductions, and adjust their tax planning as necessary. 

Q9. Can I use the same password for AIS and TIS while filing ITR-1?

Yes, the password format for AIS (Annual Information Statement) and TIS (Taxpayer Information Summary) is generally the PAN in lowercase followed by the date of birth (DDMMYYYY). You can use the same password format while downloading these reports for ITR-1 filing.

Q10. What should I do if I forget my AIS or TIS password while e-filing ITR?

If you forget the password, you can regenerate the AIS/TIS report from the Income Tax e-filing portal. Alternatively, try using your PAN in lowercase and your date of birth as the password.

Q11. Why do I need the AIS and TIS passwords while filing my ITR?

AIS and TIS provide pre-filled details of income, investments, and tax credits. You need these reports to verify whether the pre-filled data in ITR-1 matches the actual transactions in your account.

Q12. Can I change the AIS/TIS password after downloading the report?

No, the AIS and TIS PDFs are password-protected by default using a fixed format (PAN + DOB). You cannot change this password but can extract the report and save it separately without encryption.

Q13. Is AIS/TIS required for ITR-1, or can I file without it?

While not mandatory, AIS/TIS helps cross-check pre-filled details in ITR-1, ensuring accuracy in income disclosure and preventing mismatches.

Q14. How does incorrect AIS/TIS data impact my ITR-1 filing?

If your AIS or TIS report contains incorrect or missing information, you may receive a tax notice after filing ITR-1. You should report discrepancies via the AIS portal before submitting your return.

Q15. Will my AIS and TIS password be the same for different assessment years?

Yes, the AIS and TIS passwords follow the same format across assessment years (your PAN in lowercase + DOB). However, you need to download separate reports for different years.

Q16. Does AIS/TIS contain pre-filled deductions like 80C and 80D for ITR-1?

AIS primarily contains income and tax details. While some deductions may appear (e.g., 80C investments reported by financial institutions), you should manually verify and update them while filing ITR-1.

Q17. What if my AIS shows additional income that is not pre-filled in ITR-1?

You should update the missing income in ITR-1 manually before submission. Ignoring discrepancies between AIS and ITR may lead to scrutiny from the Income Tax Department.

Q18. Can I access AIS and TIS without logging into the e-filing portal?

No, AIS and TIS reports are accessible only through the e-filing portal, requiring login with PAN and password authentication.