Upload your AIS PDF from the Income Tax portal and Tax P&L Excel from Zerodha Console
AIS PDFIncome Tax Portal
Tax P&L ExcelZerodha Console
e.g., abcde1234f01011990
📊 Report Verification Guide & Demo Preview
Before uploading your financial records, explore the exact report interfaces, parsed fields, and mismatch detection patterns generated by TaxVerification. Toggle the tabs below to preview the mock tables and see how they streamline your tax audit.
💰 Dividends Reconciler
📋 What it Shows
Cross-references dividends reported by companies in your AIS (Section 194) against actual payouts credited to your Zerodha broker ledger.
🛡️ Verification Help
Companies report dividends on the Payment Date, while brokers credit them on the Ex-date or Credit Date. This timing difference often causes tax mismatches. Our tool highlights mismatches and helps you file the correct total under Schedule OS (Income from Other Sources).
Aggregates and compares your cumulative short-term (STCG) and long-term (LTCG) capital gains totals across both reports.
🛡️ Verification Help
AIS shows only gross sale values without factoring in your purchase cost, leading to massive tax estimates. This report reconciles your actual purchase ledger, verifies grandfathering Fair Market Values (FMV), and ensures gains are correctly reported in Schedule CG.
Compares share-by-share transactions reported in AIS under "Sale of Equity" against your Zerodha trade book.
🛡️ Verification Help
Flags off-market stock transfers, buyback events, or splits where AIS records a transfer that may not be captured in standard broker P&L files. Helps you trace missing acquisition costs.
🔑 Key Audited Fields
ISIN, Trade Date, Stock Symbol, Quantity, Unit price, Total consideration.
⚠️ Transaction Quantity MismatchesMismatch
Stock
AIS Qty
Zerodha Qty
Variance
RELIANCE INDUSTRIES
100 shares
80 shares
20 shares (Missing)
🔵 Off-Market or Missing in Broker LedgerBroker Missing
Entity Name
AIS Value
HDFC BANK LIMITED
₹1,50,000
📁 Mutual Fund Redemptions
📋 What it Shows
Compares mutual fund sale/redemption transactions (reported by AMCs under Section 194K) with Zerodha Coin logs.
🛡️ Verification Help
Mutual funds report redemptions through registrars like CAMS or KFintech under different names. This tool cross-references schemes by ISIN to prevent missing a redemption that could lead to default assessment notices.
Filters and identifies trades involving Debt ETFs, Gold ETFs, and indexation-ineligible funds, comparing them to debt entries in AIS.
🛡️ Verification Help
Under current tax laws, debt ETFs do not enjoy indexation benefits and gains are taxed at slab rates (STCG). Our tool separates these from equity assets to ensure they aren't incorrectly taxed at 15% equity rates, preventing tax adjustment notices.
🔑 Key Audited Fields
Asset Description, ISIN, Purchase Date, Sale Value, Holding Period classification.
⚠️ Classification MismatchesReview Category
Asset Name
Sale Value
Broker Class
AIS Category
SBI DEBT ETF FUND
₹35,000
Equity (Error)
Debt
🏦 Interest Income & TDS
📋 What it Shows
Extracts and tracks Interest payouts (Fixed Deposits, Recurring, Savings) and corresponding TDS credits reported under Section 194A.
🛡️ Verification Help
ITR refund processing depends on matching TDS credits with AIS/Form 26AS. This view reconciles gross interest received and tax withheld, ensuring you claim the correct tax credit and declare full interest.
🔑 Key Audited Fields
Deductor Bank TAN, Bank Name, Gross Interest Paid, TDS Amount.
✅ Matched TDS DeductionsMatched
Deductor Bank
TAN
Gross Interest
TDS
STATE BANK OF INDIA
PTES01047G
₹45,000
₹4,500
Uploading & Preprocessing...
Decrypting AIS PDF and parsing Zerodha Excel client-side...