TDS and ITR Document Extraction for Tax Practices

• Partner, Tax Practice
• ITR Preparation Team Lead
• TDS Compliance Manager
• Family Office Tax Adviser

In the weeks before the July filing deadline, a tax practice receives client folders full of Form 16s, 26AS and AIS downloads, broker capital gains statements, mutual fund consolidated account statements and investment proofs. Preparers re-key figures into the computation, and mismatches between what the employer deducted, what 26AS shows and what AIS reports surface late, sometimes only after filing as a processing intimation or notice.

We build an extraction and reconciliation assistant for tax season. Clients or staff upload the folder, and the system classifies each document, extracts the figures a computation needs and reconciles them: salary and TDS in Form 16 against 26AS by TAN and section, interest and dividends in AIS against bank and company certificates, and capital gains from broker and mutual fund statements by asset class and holding period. The output is a pre-filled working in your computation format, with each figure linked to its source and a mismatch list the preparer must clear. The preparer and reviewing partner make every tax position, and the assistant never files a return.

• Classifies and reads Form 16 Part A and B, Form 16A, 26AS, AIS and TIS downloads
• Extracts broker capital gains reports and mutual fund CAS into transaction lists with holding periods
• Reconciles TDS by deductor TAN and section between certificates and 26AS
• Highlights AIS entries not reflected in the client's documents, such as interest, dividends or high-value transactions
• Builds a draft income computation and, on request, an old and new regime comparison for the preparer
• Produces a missing-document checklist per client for the collection workflow

1. 01Receive the client folderDocuments arrive through the client portal, WhatsApp or staff upload and are grouped by PAN and assessment year.
2. 02Classify and extractEach document is identified and its figures and transactions are extracted with source links.
3. 03Reconcile TDS and AISTDS is matched by TAN and section, and AIS entries are compared with the client's own documents.
4. 04Resolve mismatchesMismatches and low-confidence figures go to the preparer, who confirms them with the client.
5. 05Draft the computationA computation working is built in the firm's format, with every figure traceable.
6. 06Partner reviewThe reviewing partner checks the computation and positions before the return is filed through your usual software.

1. Intake
   • Client portal and WhatsApp upload
   • Practice folder sync
   • Password-protected PDF handling
2. Extraction
   • Document classifier
   • Form 16, 26AS and AIS extractors
   • Capital gains and CAS parser
3. Reconciliation
   • TDS matcher by TAN and section
   • AIS against documents comparator
   • Capital gains classifier by asset class and holding period
4. Preparation and review
   • Computation builder in the firm's template
   • Preparer exception screen
   • Partner review checklist
5. Audit
   • Source links for every figure
   • Version log of preparer and partner changes

Preparers clear every mismatch and confirm low-confidence figures with the client. The reviewing partner approves the computation and the choice of tax regime before the return is filed on the income-tax portal or through the firm's filing software.

• Tax computation and filing software used by the practice (Excel or JSON import)
• Income-tax portal downloads for 26AS and AIS
• Client portal or WhatsApp Business API
• Google Drive, OneDrive or the practice's document store

• PAN masked in logs, and Aadhaar handled per UIDAI rules with only masked numbers kept
• Document passwords used to open files and never stored
• Every figure linked to its source page
• No filing or submission by the system
• Client data segregated by PAN and engagement

• Client PAN, income and bank data are personal data; processing is designed to support DPDP Act 2023 consent, purpose limitation and retention requirements.
• Tax positions and return filing remain the responsibility of the taxpayer and the signing professional.

• Accounting, Audit & Consulting

  Client Document Collection and Follow-Up Agent

  A WhatsApp and email agent that sends each client their pending-document list, recognises what they upload, follows up on schedule and shows the team exactly what is still missing.

• Accounting, Audit & Consulting

  GST Return Reconciliation (GSTR-2B vs Books)

  Match GSTR-2B and 2A data against the purchase register invoice by invoice, find ITC at risk before GSTR-3B is filed, and draft supplier follow-ups for approval.

• Accounting, Audit & Consulting

  Bank and Ledger Reconciliation

  Match bank statements in any format against the cash book or ledger, explain unmatched items and produce a BRS the reviewer can tick through, with ambiguous matches held for a person.