Release Notes · AayDocCapio v2.4.6

AayDocCapio v2.4.6
Release Notes for
Reliability &
Organization

Tax Challans reorganized into Paid and Payable folders, Form 168 gets its own folder instead of sharing one with Form 26AS, Mail Docs to Clients shows exactly what it's about to send, and several download reliability issues are fixed.

Chartered Accountants
Tax Professionals
CA Firms
26AS
Form 26AS
PDF + TXT + Excel
AIS
AIS → Excel
Capital gains computed
TIS
TIS
PDF download
✉
Email
Batch to clients
New features that simplify tax document workflows.
6+
New updates
AIS
Excel converter
AIS JSON → Excel Workbook
Per-category sheets, capital market consolidation, auto-computed STCG & LTCG.
Latest Release · v2.4.6 · 22 Sep 2026 Tax Challans reorganized into Paid/Payable folders, Form 168 gets its own folder, and Mail Docs to Clients shows exactly what it's sending
Key Updates

What's New In AayDocCapio v2.4.6?

Clearer file organization, more visibility into what's about to be emailed, and several download reliability fixes.

✓

Tax Challans & Form 168, Reorganized

Tax Challans now save into separate "Paid" and "Payable" folders instead of one shared folder, with old installs migrated automatically — right down to very old installs still using a flat "Challans" folder. Form 168 (Form 26AS's replacement for TY 2026-27 onward) now gets its own "168" folder instead of sharing one with real Form 26AS downloads.

Know at a glance which challans are paid and which still need action
✓

Mail Docs to Clients, More Transparent

A new "Documents" column shows exactly which document types will be attached for each client — not just a bare file count. The file count itself now respects whichever email template is selected, and the Email and Files columns can be resized like every other column.

See exactly what you're about to send before you click Send
✓

Download Reliability Fixes

Fixed Form 26AS conversion coming back with a blank header when the portal's export format changed, AIS incorrectly showing "still generating" after it had already downloaded, Tax Challans sometimes not being found due to a year-format mismatch, and Form 168 PDF/Excel/TXT downloads occasionally saving under the wrong file.

Fewer failed downloads, less manual re-checking
Features

Everything AayDocCapio Does

From bulk downloads and tax challans to status tracking, client groups, Excel reports, and email delivery — one tool for the complete workflow.

Bulk Downloads — 26AS, AIS, TIS & Filed Returns

Download all documents for all selected clients in one unattended batch. No manual logins, no waiting.

✓
Multi-year batches — select any combination of Assessment/Tax Years and download all of them for all selected clients in one run
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Form 26AS — PDF, TXT, and auto-converted Excel + HTML for every client
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AIS & TIS — PDF download with instant or queued generation; requires Google Chrome
✓
Filed Returns & Intimation Orders — ITR Form, Receipt/ITR-V, JSON, and Intimation Orders, with All-filings or Latest-filing-only scope
✓
Auto PDF unlock — PAN + DOB derived passwords tried automatically; warns on mismatch
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Live batch progress — per-client-per-year status, stop control, saved-folder links in a real-time dialog
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Encrypted credential vault — AES-128 Fernet local storage; no cloud sync or telemetry

Bulk Tax Challan Generation

Fill and submit the ITD e-Pay Tax "New Payment" wizard for many clients in one run — a real CRN generated for each, without ever touching net banking or OTP.

✓
Always stops at "Pay Later" — never "Pay Now" — the challan is saved with a real CRN under the portal's own Generated Challans tab
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Tax Type decided automatically — pick a Financial Year once for the whole run; the app works out Advance Tax (100) vs Self-Assessment Tax (300) itself
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All 5 real payment modes — Net Banking, Debit Card, Pay at Bank Counter, RTGS/NEFT, and Payment Gateway, each with its own confirmed bank list
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Real downloadable documents — the Challan Form or Mandate Form PDF where the portal offers one, a confirmation screenshot otherwise
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Manual entry or Excel/CSV import — add clients one at a time or import a spreadsheet, with a template and export
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End-of-run Excel summary — CRN, amounts, valid-till date, and status for every client in the batch

ITR Processing Status Tracker

Log in and see exactly where each client's return stands, straight from the ITD portal's own status timeline — no more opening every account one by one.

✓
Real portal statuses — Pending e-Verification, Successfully e-Verified, Under Processing, Processed with Refund/Demand Due, and more, shown exactly as the portal shows them, plus the portal's own status date
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Return Status window — filter by client name/PAN and Assessment Year, select clients, and re-check them live from the portal
✓
Kept fresh automatically — an ordinary Filed Returns download already opens the exact page needed, so status is recorded as a side effect with no extra run required
✓
Most-recent filing wins — when a client has more than one filing for a year (Original, Revised, ...), status always reflects the latest one

Client Groups

Organize related clients together — a family, a firm, however you actually work — instead of managing everyone as one flat list.

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Two-panel Manage Groups window — pick a group to see and edit exactly who's in it, add or remove members with a click
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Filter by Group — in the main client grid and the Return Status window, alongside a visible Group column
✓
Bulk-assign from the grid — select several clients at once and assign them all to a group in one step
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Import template support — the Client Master template has a dedicated Groups sheet with a dropdown-validated Group column, so bulk-importing clients into groups works the same way as everything else

Excel Reports & Conversions

Structured, analysis-ready Excel workbooks generated automatically from downloaded data.

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26AS Excel Workbook — Assessee Details, Part I–IX sheets, summary with hyperlinks, streaming writer for 200K+ rows
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AIS JSON → Excel — one sheet per income/transaction category with Indian numeric formatting
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Capital Market (All) — consolidated SFT-17/18 with auto-computed STCG, LTCG, and Section 55(2)(ac) grandfathering
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Audit Trail sheet — per-SFT-code reconciliation with formula links back to source sheets
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Excel / CSV import — bulk-load clients with Name, PAN, DOB, Password, Email, CC columns

Email Delivery to Clients

Send downloaded documents directly to clients without leaving the app.

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Mail Docs to Clients — scan download folder, match PANs, pick recipients, batch-send in one click
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All major providers — Gmail, Outlook.com, Microsoft 365, Exchange, Yahoo, iCloud, Custom SMTP
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Rich text composer — font, size, bold/italic/underline, CC/BCC, smart placeholders: {client_name}, {pan}, {documents}
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Per-row live status — Sending → Sent / Failed with SMTP error detail
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Session audit log — every send attempt logged with client name, PAN, and result

Manage Clients & Settings

Keep your client list, years, and preferences organised across every session.

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Status & history — filter by download status, see last result and saved path per client per AY/FY
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AY / TY / FY management — add, remove, reorder, toggle years; output folders labelled consistently
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Light & Dark Navy themes — preference saved across sessions
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Headless / visible mode — browser runs hidden by default; switch to visible for CAPTCHA handling
Business Benefits

How AayDocCapio Helps You Work Faster

Every feature is designed to reduce manual effort and improve accuracy for tax professionals.

FeatureBenefit
Bulk 26AS / AIS / TIS DownloadsSave hours of manual portal logins — download all clients in one unattended batch
AIS JSON → Excel WorkbookStructured, analysis-ready data from the ITD portal without copy-pasting a single cell
Capital Market consolidated sheetCapital gains auto-computed with Section 55(2)(ac) grandfathering — no manual formula work
Mail Docs to ClientsEliminate the step of manually attaching and sending each document to each client
Auto PDF UnlockingNo more manually entering PAN/DOB passwords for every downloaded PDF
Encrypted Credential VaultClient PANs and passwords never leave your machine — full local control
Bulk 26AS / AIS / TIS Downloads
Save hours of manual portal logins — download all clients in one unattended batch
AIS JSON → Excel Workbook
Structured, analysis-ready data from the ITD portal without copy-pasting a single cell
Capital Market consolidated sheet
Capital gains auto-computed with Section 55(2)(ac) grandfathering — no manual formula work
Mail Docs to Clients
Eliminate the step of manually attaching and sending each document to each client
Auto PDF Unlocking
No more manually entering PAN/DOB passwords for every downloaded PDF
Encrypted Credential Vault
Client PANs and passwords never leave your machine — full local control
Who Should Upgrade

Built For Professionals Who Use ITD Portals Every Day

AayDocCapio is designed for anyone who downloads Form 26AS, AIS, or TIS for multiple clients regularly.

Business Owners
Chartered Accountants
Tax Professionals
GST Consultants
Finance Teams
CA Firms
Compliance Officers
Download

Download AayDocCapio v2.4.6

Windows 10 / 11 64-bit · macOS Apple Silicon · Requires Google Chrome for AIS/TIS

Windows Setup

Recommended for most existing Windows users. Use if you previously installed with the .exe setup.

Download .exev2.4.6 · Wizard Installer

Windows MSI

For new enterprise or IT-managed installs. Uninstall the .exe version first if switching.

Download .msiv2.4.6 · Silent / managed install

macOS App

Apple Silicon app bundle packaged as a zip. Open via right-click → Open if Gatekeeper warns.

Download macOS zipv2.4.6 · .app bundle
⚠️

Windows Defender or your browser may flag unsigned installers.

This is a false positive. AayDocCapio is open source and communicates only with official ITD portals.

How to allow it and install →
FAQ

Common Questions

Everything you need to know before downloading.

Is my data safe? Where are credentials stored?

All credentials (PAN, DOB, portal password) are stored in an encrypted local file tax_vault.json on your machine using PBKDF2HMAC + Fernet AES-128. Nothing is sent to any server — the app only communicates directly with the official ITD e-Filing portal.

Why does AIS/TIS require Google Chrome?

The Insight/AIS portal's download buttons only fire correctly in real Google Chrome. Playwright's bundled Chromium does not trigger the download event on that portal. Form 26AS works fine without Chrome.

What does "AIS request queued" mean?

When an AIS file is large, the ITD server queues its generation. AayDocCapio will show a notification with a reference number. Wait ~5 minutes, select those clients, and click Download Previously Requested AIS.

Can one client's failure stop the whole batch?

No. Each client is fully isolated — if one fails (wrong password, portal timeout, etc.), the reason is shown in the progress popup and the batch continues for all remaining clients.

Where are the downloaded files saved?

Files are saved to the output directory you choose, in the structure: <Output Dir>/<PAN>-<Client Name>/AY_<year>/. PDFs are automatically unlocked and ready to open. 26AS outputs can include PDF, TXT, Excel workbook, and HTML.

Which Windows installer should I use?

Use the .exe setup for normal users and for upgrades from older .exe installs. Use the .msi for new IT-managed deployments, silent installs, or Group Policy deployment. Avoid installing both types on the same machine.

Will uninstalling remove my client vault?

No. The installers are configured to preserve app data. Your tax_vault.json and assessment_years.json remain on the machine during uninstall or installer migration.

Windows Defender or my browser says "Virus detected" — is it safe?

Yes, this is a false positive. AayDocCapio is compiled from Python source using Nuitka. Compiled Python binaries are commonly flagged by heuristic antivirus scanners even though the code is entirely safe and open source.

If Brave / Chrome blocks the download: Click the ↓ download icon → click … next to the file → Keep → Show more → Keep anyway.

If Windows Defender shows "Threats found": Open Windows Security → Virus & threat protection → Protection history, find the entry, click Actions → Allow on device.

If Windows SmartScreen blocks the installer: Right-click the file → Properties → tick Unblock → Apply. Then run it — if SmartScreen still appears, click More info → Run anyway.

How It Works

Up and Running in 5 Steps

Install once, add your clients, and download all their documents in one click.

1

Install the App

Run the .exe wizard or .msi for managed installs. Chromium downloads automatically on first launch.

2

Add Clients

Add manually or bulk-import from Excel / CSV with Name, PAN, DOB, Password, and Email.

3

Select AY & Folder

Pick the Assessment Year and the output folder where documents will be saved.

4

Click Download

Select clients, choose 26AS or AIS/TIS, and watch the live batch progress dialog.

5

Collect Files

Files saved to Output/PAN-Name/AY_year/. AIS can also be converted to Excel instantly.

Why AayDoc Capio?

Aay (आय)Income
·
DocDocuments
·
Capio (Latin)To Obtain / Retrieve

AayDocCapio is designed to securely retrieve and deliver income tax documents, eliminating repetitive manual downloads and improving efficiency for tax professionals.

Screenshots

See it in action

26AS Batch Download
Batch Progress — 26AS Download for multiple clients
AIS Request
Batch Progress — AIS Generation Request
AIS Download
Batch Progress — AIS/TIS Download in progress
AIS Request Result
AIS Request Result — queued on ITD servers
Import Dialog
Bulk Import — Excel / CSV file picker
About Dialog
About AayDocCapio
Security

Your data stays on your machine

ConcernHow it's handled
Credential storageAES-128 (Fernet) encrypted local file — tax_vault.json
Key derivationPBKDF2HMAC / SHA-256, 100,000 iterations
Installer upgradestax_vault.json and assessment_years.json are preserved during uninstall or migration
PAN in logsPAN is never included in error or log output
Vault in gittax_vault.json is in .gitignore — never committed
NetworkCredentials only submitted to the official ITD portal — no third-party services
Credential storage
AES-128 (Fernet) encrypted local file — tax_vault.json
Key derivation
PBKDF2HMAC / SHA-256, 100,000 iterations
Installer upgrades
tax_vault.json and assessment_years.json are preserved during uninstall or migration
PAN in logs
PAN is never included in error or log output
Vault in git
tax_vault.json is in .gitignore — never committed
Network
Credentials only submitted to the official ITD portal — no third-party services
About

Built by a CA, for CAs

AayDocCapio

CA. Deepak Bhholusaria

Chartered Accountant

AayDocCapio was created to eliminate the repetitive manual effort of downloading income tax documents for multiple clients every season. It is free, open source, and built entirely with Python.

© 2026 CA Deepak Bholusaria  ·  AGPLv3-or-later