Release Notes · AayDocCapio v2.4.1

AayDocCapio v2.4.1
Release Notes for
ITR Status
Tracking & Groups

See where every client's return actually stands — straight from the portal's own status timeline — and organize clients into groups like family or firm units, with a new window to manage both.

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 · v2.4.1 · 7 Sep 2026 ITR processing status tracking and client groups — see where every return stands, and organize clients into family or firm groups
Key Updates

What's New In AayDocCapio v2.4.1?

Two new ways to see and organize your client base — where every return actually stands, and who belongs together.

ITR Processing Status Tracker

Log in and see exactly where each client's return stands — Pending e-Verification, Processed, Processed with Refund/Demand Due, and more — shown exactly as the portal's own status timeline shows it. A new Return Status window lets you filter by client and Year and re-check live; ordinary Downloads runs now keep this data fresh automatically too.

Know who still needs to verify or follow up, without opening every account

Client Groups

Organize clients into groups — a family, a firm, however you work — with a two-panel Manage Groups window to add or remove members with a click. Filter by Group in the main client grid and the Return Status window, and the Client Master import template now has a dedicated Groups sheet too.

Work with related clients together instead of one at a time

Branded Startup Screen

A splash screen with a pulsing glow now shows while the app starts up, instead of a blank window.

A more polished first impression on every launch
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
Form 26AS — PDF, TXT, and auto-converted Excel + HTML for every client
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
Live batch progress — per-client-per-year status, stop control, saved-folder links in a real-time dialog
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
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
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
Real downloadable documents — the Challan Form or Mandate Form PDF where the portal offers one, a confirmation screenshot otherwise
Manual entry or Excel/CSV import — add clients one at a time or import a spreadsheet, with a template and export
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
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.

Two-panel Manage Groups window — pick a group to see and edit exactly who's in it, add or remove members with a click
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
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.

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 v2.4.1

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 .exev2.4.1 · Wizard Installer

Windows MSI

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

Download .msiv2.4.1 · Silent / managed install

macOS App

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

Download macOS zipv2.4.1 · .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