Short Answer: Open the 'Review 26AS statement' modal, confirm the data preview and Assessee details Name, PAN, Financial Year, then click 'Confirm & continue'.
PreRequisites
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26AS statement TXT file uploaded.
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You have completed Books file configuration or reached the Review step.
Steps
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Open the 'Review 26AS statement' modal. It appears after uploading the 26AS TXT.
Data preview first 20 rows of the 26AS file is displayed. -
Review 'Assessee details' on the right Name, PAN, Financial Year, Assessment Year, File creation date.
Details match your company and the expected period. -
If all details are correct, click 'Confirm & continue'.
Modal closes and the flow proceeds to Party mapping.
Troubleshooting
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PAN or Financial Year in Assessee details is incorrect.
LikelyCause: You uploaded the wrong 26AS TXT file.
Action: Cancel, upload the correct 26AS TXT from the Income Tax Portal, and re-open the review modal. -
Data preview is blank or garbled.
LikelyCause: TXT file is corrupted or not a valid Form 26AS TXT.
Action: Re-download the Form 26AS as a TXT from the Income Tax Portal and try again.