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 || Invalid Meta data error while Uploading form 3CD

      While filing the tax audit return (Form 3CA-3CD/3CB-3CD), you may encounter an "Invalid Meta Data Error." Follow this process to resolve the issue: Possible Solutions: Membership Number: Go to Master >>Consultant Master >> Select Consultant: 1. ...

    • Income Tax || Advance Tax

      Advance Tax Summary → Advance tax is the payment of income tax in installments throughout the financial year based on an estimated income. Rather than a lump sum payment at the end of the year, taxpayers are required to remit their tax liabilities ...

    • Income Tax || Return Filing '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 the Income Tax Act, Explanation 2 to Section 139, if a partner of a firm is required to have their accounts audited under Section 44AB or under any other ...

    • Income Tax || TDS Details

      To enter TDS/TCS details in the software, please follow the process outlined below: Steps for Manual Entry of TDS/TCS Details : Navigate to "Transactions → Tax Detail". By default, the TDS Details section is selected. If you're entering details ...