Upload Documents 20/10/2014. Sinewave Computer Services Pvt. Ltd. Page 1

Transcription

1 Upload Documents Page 1

2 Upload Documents Page 2

3 Upload Documents Page 3

4 Upload Documents Page 4

5 Send Documents through Page 5

6 Download documents for CA Website through DMS Module Page 6

7 Page 7

8 Online Services for CA & Tax Payer We have provided Income Tax Dashboard option for CA and Tax Payers in our software for easy access of Income Tax Department Website. Page 8

9 Notice Management Go to Management option >> Notice Management Page 9

10 Notice Management Then you will come on below screen, here click on Configure Button to configure your account for downloading notices Page 10

11 Notice Management Then you need to click on New Account to your account configuration Page 11

12 Notice Management Then choose your service provider from list Page 12

13 Notice Management Then will be Directed to below Screen and entered your respective ID and Password, then click on Save. Page 13

14 Notice Management Then it will show you, your account for Notices to download from your configured ID, click on close. Page 14

15 Notice Management Then you will come to below Screen, where you have to click on Download button, it will download your notices, to view these notices, click on View button. Page 15

16 Notice Management Then it will Display you below message and Attachment of your Notice, to view this attachment just you need to click on View Page 16

17 Notice Management Then it will show you, your respective notice. Page 17

18 Notices sorting on the status and deletion Now facility of sorting Notices based on its status (Complete, Pending) is provided under Notice Management. You can also Delete particular Notice Record if required. Page 18

19 Direct access to Website for CA By entering CA Credentials in the software, CA can access different options provided on the IT website Dashboard through software itself without exit from the Taxbase. Page 19

20 Direct assess of website for Tax Payer Same way Tax payers can access the different options provided on the IT website by entering self credentials in the software. Page 20

21 Send Income Details to Taxbasesuit You can send all Income details to your TaxbaseSuite Income Tax. Make sure you have entered your Username and Password of TaxbaseSuite as shown below. Page 21

22 Send Income Details to Taxbasesuit After that, go to Income Details and you can directly send below shown Income details to TaxbaseSuite once you click on Send Income Details to TB Suite. It will give you popup of Details Sent Successfully as below. Page 22

23 Send Income Details to Taxbasesuit Now you can see your Income Details online in TaxbaseSuite Income Tax. Enter your Log-In details as Admin as shown below. i Page 23

24 Send Income Details to Taxbasesuit After Log-In to TaxbaseSuite, select - Income Tax Module >> Select Assessee as shown below. Page 24

25 Send Income Details to Taxbasesuit Once you select Assessee, it will display all the Income Details received from Taxbase. Page 25

26 Direct Tally Import in Balance Sheet You can now import your Financial Statements Balance Sheet or Profit and Loss Account from Tally directly. Simply go to Income Tax>> Income Details>> Other Form Data>> Balance Sheet. Select Import From Tally from drop down and click on Ok. Page 26

27 Direct Tally import in Balance Sheet It will give you following message and if you click on Continue, all Financial Statement data will be available to you with Mapped & Unmapped Accounts details. Page 27

28 Send Reminders/Greetings through SMS and Make sure you have entered your Customer ID and password in Options. You can change password or buy SMS balance at the same place. Page 28

29 Send Reminders/Greetings through SMS and Go to >> Miscellaneous >> Send SMS. Page 29

30 Send Reminders/Greetings through SMS and Select Type of Reminder (Ex.- Advance Tax Reminders) and Group Or Assessee to send SMS. Page 30

31 Send Reminders/Greetings through SMS and It will display complete list of Assessee under the selected group. You can send SMS to all or selected Assessee. Page 31

32 Send Reminders/Greetings through SMS and SMS sent successfully and it will also have a record in Sent MSG tab. Page 32

33 Send Reminders/Greetings through SMS and E-Greetings >> Go to Application >> Customer Relations. Page 33

34 Send Reminders/Greetings through SMS and It will show you below templates with Message. Select the required Template and click on Preview. Page 34

35 Send Reminders/Greetings through SMS and For the first time, you need to configure your ID with system through Configure Sender. Page 35

36 Send Reminders/Greetings through SMS and Click on Finalize and select Assessee whom you want to send E- Greetings and click on Send. Page 36

37 Send Reminders/Greetings through SMS and It will show following pop-up after sending E-Greetings. Page 37

38 Send SMS to Mobile If you wish to send SMS to your client from your own mobile, simply go to Send SMS and select your name and click on Ok. Now same message can be sent to your clients according to your SMS plan. Page 38

39 Auto Download of Missing RPT from Website In case any of your RPT files is missing, it will be automatically downloaded from our website. For Ex. If you want to print ITR-2, Click on Return of Income as shown in below image. Page 39

40 Auto Download of Missing RPT from Website Now tick on ITR-2 and then on Print Page 40

41 Auto Download of Missing RPT from Website Since RPT file is missing, ITR-2 will not be printed, now it will show you below message of File does not exist. So click on Download. Page 41

42 Auto Download of Missing RPT from Website Now, it will auto download the RPT file and now you can print the ITR-2. Page 42

43 XML Import of ITR 1 to ITR 6 Go To Miscellaneous >> Import Data >> Select ITR Type from ITR 1 to ITR 6 as shown below. Page 43

44 XML Import of ITR 1 to ITR 6 Browse XML type (ITR 1 to ITR 6) from location. Page 44

45 XML Import of ITR 1 to ITR Select Group and Assessee from list. Now click on Import, as shown below. 2 - You can also create new Assessee under existing Group by clicking on Create New check box as shown below. Page 45

46 XML Import of Form 3CD Go To>> Taxbase Home >> Select Forms >> Form 3CD and Click on Show. Page 46

47 XML Import of Form 3CD After that you will be prompted with below window of Form 3CD. Select option of Import From XML and click on Ok as shown below. Page 47

48 XML Import of Form 3CD After that simply select path for XML file and click on Import and XML import process will be completed in seconds. Page 48

49 Auto Calculation of Net Profit in case of No Account Case A new facility of Auto Calculation of Net Profit in case of No Account Case is provided. Simply go to Income Tax >> Income Details >> Other Form Data >> No Account Case. Here it will automatically calculate the Net Profit as shown below. Page 49

50 Auto Calculation of Interest on Wealth Tax Late Return Filing Now we have also incorporated facility of Auto calculation of Interest on late filing of Wealth Tax. Select the Application Wealth Tax. Here when you enter all values, it will automatically calculate the interest on Wealth Tax as below. Page 50

51 Other Important Forms In Taxbase. Apart from all these features, following new Forms has been incorporated/ updated in Taxbase. Form 26QB. Form 16B download. Form 6A with ing to client. Form 6B with E-filing. 89(i) Relief Report in Landscape page format. Form 16 & 16 A bulk request sending & downloading. Form 16A download for Govt. Assessee. XML import of Form 3CD. File Validation Utility 4.1 & ITR 1 to ITR 4S for AY physical & e-filing incorporated. Changes in TDS Salary Return Form 24Q for Q4 incorporated. Page 51

52 THANK YOU. Page 52