One downloaded Form 26AS tax-credit statement for a company and financial year, kept as its own record so every download has a history; the newest statement of a year is the active one. Its lines are imported from the TRACES Excel or CSV export (no file parser exists). The reconciliation compares the lines with the company's TDS receivable, grouped by PAN, TAN, section and financial year, writes one reconciliation entry per group and fills in the counts on this record.
Fields
| Field | Label | Type | Required | What it does |
|---|
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created On | DateAndTime | Yes | |
ErrorRows | Error Rows | Number | | Number of lines marked Invalid and left out. Written by the reconciliation. |
ExtraCount | Extra Count | Number | | Groups in the statement but absent from the books (Missing in books). Written by the reconciliation. |
FileAssetId | File Asset | Guid | | Optional identifier of a stored copy of the file. A plain text box, not an upload control, and nothing reads it. |
FileName | File Name | Text | | Name of the downloaded Form 26AS file. Text only: nothing reads or parses the file. Shown in the record page header. |
FinancialYear | Financial Year | Text | | Year the statement covers, as YYYY-YY or YYYY-YYYY with consecutive years (for example 2025-26). The reconciliation refuses a statement without a valid year, and uses it for lines with no year of their own. Lines that carry a year must write it exactly the same way. |
FiscalPeriodId | Fiscal Period | Lookup → GSTFiscalPeriod | | Optional GST fiscal period the statement belongs to. Not used by the reconciliation. While a statement references a period, that period cannot be deleted and its Month, Year and Type cannot be changed. |
Id | Id | Guid | Yes | |
Label | Label | Text | | Short name for the statement. The console's Version picker shows it, falling back to File Name. The console's upload fills it with Form 26AS and the year when you leave it blank. |
MatchedCount | Matched Count | Number | | Groups (PAN, TAN, section, year) where the books and the statement agree on TDS within one rupee and every line is booked Final. Written by the reconciliation. |
MismatchCount | Mismatch Count | Number | | Groups on both sides whose TDS differs by more than one rupee, plus TAN missing groups. Written by the reconciliation. Not final groups are in none of the four counts. |
MissingCount | Missing Count | Number | | Groups in the books but absent from the statement (Missing in 26AS). Written by the reconciliation. |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | Yes | Statement number, generated on save from the Form 26AS Statement Name Setting (series 26AS). |
OwnerId | Owner | Lookup → UserAccount | Yes | |
ReconciledAt | Reconciled At | DateAndTime | | When the reconciliation last ran on this statement. Each run replaces the previous results; the console reconciles a statement automatically the first time it is opened. |
RecordTypeId | Record Type | Guid, hidden | | |
Remarks | Remarks | Text | | Free notes about the statement. Decisions on individual differences are recorded on the reconciliation entries instead. |
Status | Status | Text | | Free text. Recognised values are Uploaded, Parsing, Validated, Reconciling, Reconciled and Failed. The console's upload sets Uploaded, the reconciliation refuses a statement marked Parsing and sets Reconciled; nothing else changes it. |
SubscriptionKey | Subscription Key | Guid, hidden | Yes | |
TotalRows | Total Rows | Number | | Number of lines linked to the statement, written by the reconciliation. |
UpdatedDateTime | Updated On | DateAndTime | Yes | |
ValidRows | Valid Rows | Number | | Number of lines not marked Invalid, which are the ones reconciled. Written by the reconciliation. |
Actions
| Action | Label | Type | What it does |
|---|
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
New | New | New | New |
