The Income Tax dashboard
See each taxpayer profile's (an individual landlord's or an HUF's) income tax position for an assessment year — rental income, deductions, total income, tax paid and refund — with every figure labelled by its source.
Overview
The Income Tax Dashboard brings a taxpayer profile's income tax for one assessment year onto one page. A taxpayer profile is one PAN: your own individual profile, or an HUF you manage as karta (see Taxpayer profiles and HUFs). The dashboard reads that profile's filed return, Annual Information Statement (AIS), Form 26AS and CA summary, and the Property360 rent and property-tax records attributed to that profile, and shows them side by side:
- Income from house property — rent received, municipal tax paid, the 30% standard deduction, interest on borrowed capital, and the net figure.
- Other income, gross total income, deductions under Chapter VI-A and total income after deductions.
- Tax liability, TDS / TCS, advance tax and self-assessment tax, and total tax paid.
- Refund claimed and refund issued, any outstanding demand (entered by hand) and the net payable or refundable position.
Every figure carries a source badge: Filed ITR, AIS, Form 26AS, Property360 books, CA summary or Manual. Where two sources disagree, the dashboard shows both and links to the finding in Income & Tax Reconciliation.
Rent that was banked is never treated as taxable income on its own. Taxable figures come from the return or the CA; Property360's rent ledger is only used to check them.
Books per profile. Property360 attributes every invoice, rent receipt, tenant TDS deduction and property-tax payment to exactly one profile: the profile named as Rent received by on the lease, else the unit's default, else each owner's individual profile at their ownership share. So an HUF named on two units of a property you own sees exactly those two units' rent; your individual profile sees the rest; the two add up to the property total and nothing is counted twice. Property tax is split the same way.
Before you start
- You need to be a landlord, a master admin or a CA named on the landlord. A landlord sees their own profile, the HUFs and family members (parents, spouse) they manage and the profiles of related landlords; a CA sees the profiles of the landlords who named them.
- An HUF or a family member needs its own profile, with its own PAN, under Landlord Info → Taxpayer profiles before it can appear here — the Taxpayer profiles → button at the top of the dashboard takes you there. A family member's row is labelled with the relationship (Individual · father of Arjun Kumar).
- A master admin must have set the income tax portal provider in Administration → Settings → Income Tax (Off, Demo or Sandbox). With Off, you can still import documents and enter a CA summary; only Connect & Fetch is unavailable.
- The dashboard has nothing to show for a year until at least one source exists: a fetched or imported return, an AIS, a Form 26AS or a CA summary. See Connect & Fetch and Filings & Imports.
Check portal connection (master admin, in the same settings tab, provider Sandbox or Demo): click it before anyone spends an OTP. Property360 signs in with the Sandbox API key and calls each e-Filing route once with a dummy PAN — no OTP, no taxpayer session, nothing is read — and shows a matrix of the routes a fetch relies on (Aadhaar OTP and password login, list filed returns, filed-return JSON and PDF, AIS, prefill, refund and ITR status, login channels), each marked Available, Not enabled on this plan or Unknown with a one-line note and the time of the check. A one-line summary says what a fetch can and cannot do; when data routes are missing, the same line appears on Connect & Fetch above the Fetch button for the next ten minutes. If filed-return, AIS or refund routes show Not enabled on this plan, ask Sandbox to enable the Income Tax Portal APIs for your key — meanwhile a fetch reads the prefill for the current year, and older years can be imported under Filings & Imports. With Demo the matrix is synthetic and every route shows as available.
Steps
- Open Operations → Income Tax → Income Tax Dashboard.
- Choose the Taxpayer — the picker lists every profile you may see with its type badge (Individual / HUF) and masked PAN, and opens on your own individual profile — and the Assessment year. The financial year it covers is shown beside it — for example AY 2026-27 covers FY 2025-26. Tick two profiles (say, yourself and your HUF) to see both; each gets its own tiles and rows, and their figures are never added together by themselves, because each PAN files its own return — the View control (see Consolidated view below) adds a labelled sum when you ask for it.
- Read the source strip at the top. It lists which sources are present for the year (filed ITR, AIS, Form 26AS, intimation, CA summary, books) and when each was fetched or uploaded. A missing source is shown in grey; click it to fetch or upload.
- Read the tiles:
- Total income after deductions
- Tax liability
- Total tax paid (TDS + TCS + advance + self-assessment)
- Refund (claimed, and issued when known)
- Net position — payable or refundable
- Findings open — differences Income & Tax Reconciliation has not yet resolved
- Open Income from house property for the rent-to-net computation. Each line shows the figure in the return beside the figure from Property360 books (the landlord's ownership share of invoices and property tax), with the difference.
- Open Taxes paid for TDS by deductor (each tenant who deducted on rent, by TAN or PAN), the advance and self-assessment challans, and the totals from Form 26AS.
- The dashboard keeps to one year. For the run of years — charts, the year-wise table, compare years and profiles side by side — open Income & Tax Trends.
- Click any figure to see where it came from — the document, the line in it and when it was read — or the Property360 records behind a books figure.
- Open How the income was computed under the tiles — the step-by-step path from the gross rent on the return to the total income and the payable or refundable position, each step with its origin, rule and a check against the return and the books. See How the income was computed.
- Click Export ▾ for the annual tax report of the selected profile and year as a print-ready PDF or an Excel workbook (a trends or comparison report when several profiles are ticked), or Preview & choose sections… to see it first. The items after the divider are the older exports: the five-sheet Income Tax workbook (see below) and Export CSV, the flat one-row-per-year file. See Income & Tax Reports.
Consolidated view
With two or more profiles ticked, a View control appears in the filter bar: Individual (the per-profile tiles only, nothing added), Consolidated (the combined figures only) and Both (the default — both). The choice is kept in the link (mode=), the same way as on Income & Tax Trends, and the figures are the same numbers that page shows.
The Consolidated block comes after the per-profile blocks: combined gross rent, income from house property, gross total income, total income, tax liability, total tax paid, refund claimed / issued / received and the outstanding demand for the years in view. Every tile says "sum of N of M profiles" — a profile with no figure is left out, never counted as 0, and the count turns amber — and carries a Reported / Mixed / Computed chip saying whether the contributing figures were stated by a source or computed. The block is labelled Combined across N selected taxpayers — a household / portfolio view, not any one taxpayer's taxable income or tax liability: each PAN is assessed on its own, so a combined tax liability or demand is only the sum of each profile's own figure, for analysis, never a household liability. Findings stay per profile.
Under each combined figure a contribution bar shows every profile's share in its own colour — a profile without a figure is a hatched gap, never 0 — and clicking the tile opens the contributors with their sources. The year-wise Combined rows and the Compare-years blocks live on Income & Tax Trends.
For the whole run of years as charts and a year-wise table — gross total income, total income, tax paid and refund, with the change year on year and profiles side by side — open Income & Tax Trends (Operations → Income Tax → Income & Tax Trends).
Export
Export ▾ → Download PDF / Download Excel (.xlsx) generates the comprehensive annual tax report for the selected profile and year — executive summary, rental income and house property, other income and deductions, tax liability and payments, refunds and demands, filing details, reconciliation, every figure with its source and verification — or a trends / comparison report when several profiles are in view. Preview & choose sections… shows it on screen first with a section picker and the masking toggle. For sharing it with a CA, lender or advisor through an expiring link, see Secure sharing; for several taxpayers in one report, see Consolidated household reports.
The older Income Tax workbook (after the divider) downloads Income-Tax-<taxpayer>-<years>.xlsx for the taxpayer profiles and years in view (a CA gets only their landlords' profiles; every export is recorded in History & Audit). It has five sheets, and on every sheet a figure and the text saying where it came from are in separate columns, so nothing is ever mixed. Every row names the profile, its Type (Individual / HUF) and its masked PAN; profiles are never summed.
- Summary by year — one row per taxpayer profile and assessment year: gross rent in the books, gross rent in the return, rent reported in AIS, municipal tax, standard deduction, interest, net rental income, other income, gross total income, deductions under VI-A, total income after deductions, tax liability, interest and fees, TDS, advance tax, self-assessment tax, total tax paid, refund claimed and issued, outstanding demand and the net position; then the filing (form, section, acknowledgement, filed on), the counts of findings and documents, the sources used and when they were last imported or fetched; and at the right a Source column for each figure.
- Year over year — figures as rows, assessment years as columns, a change column between consecutive years and the source per year.
- Tenant TDS — per landlord, year and tenant: rent invoiced and collected and TDS deducted in Property360, rent reported in AIS, TDS credited by each source (filed ITR, Form 26AS, AIS, prefill), how the tenant was matched (TAN, PAN or name) and whether a party the department credits is unknown to Property360.
- Findings — open, resolved and ignored findings with the figures compared, the note and the dates.
- Documents — the files in the vault for each year.
Example
R. Iyer co-owns Lakeview Plaza with a 50% share. For AY 2026-27 the dashboard shows gross rent of ₹18,00,000 from the filed ITR and ₹18,00,000 from Property360 books (half of the invoices raised to Acme Retail Pvt Ltd). TDS credited is ₹1,80,000 in Form 26AS, while the rent ledger shows the tenant deducted ₹1,80,000 — a match. The Refund tile shows ₹22,500 claimed and Issued on 12 Aug 2026 from the refund status, so the Net position reads Refunded.
FAQs
Which year do I pick — the financial year or the assessment year?
The dashboard is organised by assessment year (the year the return is filed in), because that is how the e-Filing portal, the ITR and the intimation name it. The AIS and Form 26AS are per financial year; Property360 maps them to the matching assessment year for you.
Why do two sources show different rent?
They measure different things. The ITR shows what was declared, the AIS shows what tenants reported when they deducted TDS, and Property360 books show what was invoiced for the landlord's share. Each difference becomes a finding in Income & Tax Reconciliation with a plain explanation.
Does Property360 compute my tax?
No. It never works out your tax liability. It shows what the return, the intimation and your CA say, and checks those figures against each other and against your rent and property-tax records.
I have an HUF — why is its rent not on my own row?
Because the HUF is a separate taxpayer with its own PAN. Rent of the units or leases where the HUF is named as Rent received by is attributed to the HUF's profile, and your individual row carries only what is attributed to you. Tick both profiles in the picker to see them side by side. The two rows add up to the property total; neither includes the other.
Can I see the household total?
Yes — tick the profiles and choose Consolidated or Both under View. The Consolidated block adds the selected profiles' own figures for the same year, says sum of N of M profiles for each (a missing figure is left out, never 0) and opens the contributors on click. It is a household / portfolio view, labelled as such — never one taxpayer's taxable income, and a combined liability is never a household tax liability.
Can a tenant or supervisor see this page?
No. Income tax data is visible only to the landlord, the CA they named and master admins. Every view, fetch, import and change is recorded in History & Audit.
Troubleshooting
The dashboard says "No sources for this year"
Nothing has been fetched or uploaded for that landlord and assessment year. Use Connect & Fetch or upload the ITR JSON, AIS or CA summary in Filings & Imports.
A books figure is lower than I expected
Books figures are what is attributed to this profile: the rent of leases and units that name it as the recipient, plus the profile's ownership share of everything else. Check the ownership percentages on the property, the Rent received by setting on the unit or lease (an HUF named there takes that rent), and whether every month was invoiced.
I can't see a profile
You only see profiles you have access to: your own, the HUFs and family members you manage, and those of related landlords. A CA must be named on the landlord's profile (primary or secondary CA email). An HUF or a family member must first be added under Landlord Info → Taxpayer profiles.
The Connect & Fetch button is greyed out
The portal provider is Off. Ask a master admin to switch it to Demo or Sandbox in Administration → Settings → Income Tax. Importing documents still works.