TaxVerification

Income Tax AIS vs Zerodha Tax P&L Reconciler

Overview & Architecture

TaxVerification is an advanced AI-assisted financial utility designed to cross-examine and reconcile transactional data from Zerodha Tax P&L spreadsheets with the official Annual Information Statement (AIS) from the Income Tax Department. This software parses both formats, matches records on dividends, capital gains, and tax deductions, and flags any mismatches automatically to streamline your ITR filing processes.

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Active AI Capabilities

  • Automated matching engine pairing Zerodha trade transactions with AIS information records.
  • AI-assisted explanation modal powered by LLM to resolve mismatch discrepancies.
  • Client-side Excel and PDF parsing ensures your financial data stays completely secure.
  • Instant summary dashboard highlighting total matched vs mismatched entries.

Future AI Roadmap

  • • Direct integration with ITR filing APIs to pre-fill schedules based on verified discrepancies.
  • • Predictive tax liability models estimating tax implications across different slab options.
  • • Automated discrepancy report drafts for tax professional reviews.

Platform Preview

Direct view of the running application interface, showing active dashboards and core system screens.

TaxVerification Preview

Product Breakdown

A closer look at the core functional modules driving this application.

Zerodha Excel Parser

Parses standard Zerodha Tax P&L sheets client-side for capital gains, dividends, and equity transactions.

AIS PDF Parser

Decrypts and parses official Income Tax AIS PDFs using secure client-side algorithms.

Mismatch Flagging

Highlights transactions where stock sell amounts, purchase dates, or dividend payouts differ between AIS and broker logs.

AI Tax Co-pilot

Ask the integrated chatbot specific questions about how to resolve mismatch discrepancies in ITR-2 or ITR-3 schedules.

Local Encryption

No database uploads for raw files. All parsing runs client-side in the browser to maintain 100% data privacy.

Multi-Asset Check

Reconciles across Equity sales, Mutual Fund distributions, Debt ETFs, Dividends, and Interest/TDS items.

Want to Deploy This in Your Enterprise?

Our solutions can be white-labeled, hosted on-premise, or customized to match your current business datasets.

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