Release Notes · AayDocCapio v1.9.0

AayDocCapio v1.9.0
Release Notes for
AIS, 26AS,
Excel & Email

Explore the key v1.9.0 updates, including Auto Update, the new integrated Help Manual, 26AS Excel generation fixes, and polished AIS Excel workbooks.

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 · v1.9.0 · 8 Jul 2026 Auto Update, integrated Help Manual, 26AS Excel fixes, and AIS workbook polish
Key Updates

What's New In AayDocCapio v1.9.0?

v1.9.0 adds full Form 168 support — download the new Annual Tax Statement under the Income Tax Act 2025 directly from TRACES 2.0, with automatic Excel and HTML conversion.

Form 168 Download

Full end-to-end batch download of Form 168 (Annual Tax Statement under IT Act 2025) from TRACES 2.0 for TY 2026-27 onwards — PDF, ITD native Excel, and TXT in one run.

One click covers all three file types — no manual portal visits

TY Folder Naming

Documents for Tax Year 2026-27 are saved in a TY_2026_27 folder — clearly separated from Assessment Year folders used by Form 26AS.

Clean folder structure — AY and TY documents never mixed

Form 168 → Excel & HTML

The TXT converter is extended to handle Form 168's format: new Parts X(a), X(b), and XI; auto-detection of header line offsets; correct Tax Year value in all sheets.

Same rich Excel output you rely on — now for Form 168 too

Form-Aware Labels

HTML and Excel output automatically shows "Form 168", "TY", and "Tax Year" for Form 168 files. Form 26AS files continue to show "Form 26AS", "AY", and "Assessment Year" — unchanged.

No label confusion between the two statement types

ITD Native Excel Preserved

The TRACES 2.0 native Excel download is saved alongside the converted file with an -itd.xlsx suffix — available for reference whenever needed.

Official ITD file always on hand, no re-download required
Features

Everything AayDocCapio Does

From bulk downloads to Excel reports to client email delivery — one tool for the complete workflow.

Bulk Downloads — 26AS, AIS & TIS

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

Form 26AS — PDF, TXT, and auto-converted Excel + HTML for every client
AIS & TIS — PDF download with instant or queued generation; requires Google Chrome
Auto PDF unlock — PAN + DOB derived passwords tried automatically; warns on mismatch
Live batch progress — per-client status, stop control, saved-folder links in a real-time dialog
Encrypted credential vault — AES-128 Fernet local storage; no cloud sync or telemetry

Excel Reports & Conversions

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

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

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

Status & history — filter by download status, see last result and saved path per client per AY/FY
AY / TY / FY management — add, remove, reorder, toggle years; output folders labelled consistently
Light & Dark Navy themes — preference saved across sessions
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 v1.9.0

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 .exev1.9.0 · Wizard Installer

Windows MSI

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

Download .msiv1.9.0 · Silent / managed install

macOS App

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

Download macOS zipv1.9.0 · .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 UnblockApply. 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