Short Answer: In the 'Party mapping' modal use the 'Confidence filter', edit the '26AS deductor' dropdown per row or click 'x' to remove, then click 'Run reconciliation'.
PreRequisites
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Completed file configuration and Review 26AS statement.
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'Party mapping' modal is open.
Steps
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Open the 'Party mapping' modal. It appears after file review.
List of 'Books party' rows with corresponding '26AS deductor' and 'Confidence' shown. -
Use 'Confidence filter' All, High, Medium, Needs review to narrow which mappings to review first.
Rows update to reflect the selected confidence level. -
For any incorrect mapping, open the '26AS deductor' dropdown on that row and choose the correct deductor.
The selected deductor appears in the row. -
To clear a mapping, click the 'x' on the row.
The mapping is removed for that Books party. -
After reviewing mappings, click 'Run reconciliation' bottom-right.
Reconciliation runs and results page loads.
Troubleshooting
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Correct deductor not available in dropdown.
LikelyCause: Deductor name is missing or formatted differently in the 26AS file.
Action: Verify deductor names in the 26AS TXT; if necessary re-download 26AS or select the closest match and correct in source files. -
'Run reconciliation' button appears inactive.
LikelyCause: Required review or validation still pending in the modal.
Action: Scroll the modal and ensure required rows are addressed, then click 'Run reconciliation' again.