Consultant Information / CA Firm Information

Income Tax || Consultant Information / CA Firm Information

To input Consultant Information or CA Firm Information, access the "Master" menu and select "Consultant Information" (or use Shift + F1).

      

Click on "Add New" to create a new Consultant or CA Firm profile.

      

Provide the following relevant details for the CA Firm Information:
  1. Registration Number (Reg No.)
  2. PAN Number of Firm
  3. Firm Name
Note: To designate this Consultant as Default, tick the checkbox above.

      

Next, enter the details for the Member(s):
  1. Membership Number (Mem No.)
  2. PAN Number of Member
  3. Member Name
  4. Enrollment Date
  5. Date of Birth (DOB)
  6. Designation
  7. Address
  8. Email
  9. Signatory
  10. Aadhaar Number
Complete the Primary Place Address with the following information:
  1. House Number / House Name
  2. Street
  3. Area
  4. PIN Code
  5. Locality
  6. City
  7. Post Office
  8. State
  9. Phone
  10. Mobile
  11. Email
  12. Country
Please fill in all the required details before clicking the 'Save' button.

    • Related Articles

    • Income Tax || Auditor Information

      Navigate to "Transactions" → "Auditor Information". Enter Tax Audit Information: Financial Statement and Audit Report: Choose the format for Balance Sheet and Profit & Loss account (Vertical or Horizontal). Specify whether Tax Audit under section ...

    • Income Tax return Filling 'Due date' of Partner of a firm whose required to be audited

      Income Tax return Filling 'Due date' of Partner of a firm whose required to be audited As per Income tax act -  Explanation 2 to section '139' partner of a firm whose accounts are required to be audited under 44AB Act or under any other law for the ...

    • Income Tax || Process to File Form 10BB

      What is Form 10BB Form 10BB is a crucial audit report mandated by the Income-tax Act, 1961, under specific clauses: clause (b) of the tenth proviso to clause (23C) of section 10, and sub-clause (ii) of clause (b) of sub-section (1) of section 12A. ...

    • Income Tax || How to input foreign bank account details

      The refund generated upon processing the income tax return is presently credited directly to taxpayers' bank accounts. It is mandatory to provide the details of the bank accounts where the refund is to be credited for direct processing. However, ...

    • Billing || Client master Import from Income Tax / TDS

      To initiate the import process for the Client Master, ensure that you first select the Consultant Master. Go to the Import form for Master Data, specifically designed for importing data from Income Tax or TDS Software. To access it, follow the menu ...