AIS / TIS mapping for MF transactions

Tue, 12 May 2026 00:00:00 +0000

AIS and TIS mapping for mutual fund transactions is the process of reconciling mutual fund transaction data visible in the Annual Information Statement (AIS) and Tax Information Summary (TIS) – both accessible on the Income Tax Department’s e-filing portal (incometax.gov.in) – with the investor’s own capital gains statements from fund houses, RTAs, and trading platforms. Fund houses and RTAs are required to file a Statement of Financial Transactions (SFT) under Section 285BA of the Income Tax Act 1961, which feeds into the AIS. Discrepancies between the AIS and the investor’s self-computed figures, if unexplained in the ITR, may trigger automated mismatch notices from the Centralised Processing Centre (CPC). Accurate reconciliation before filing ITR-2 or ITR-3 is essential.

Filing on WebNotes

AIS / TIS mapping for MF transactions