Export client list with Password

Income Tax || How to export client list with Password

Exporting client details in an Excel sheet from the Income Tax Software is a straightforward process. Here's a step-by-step guide:

Step 1: In the Income Tax Software, navigate to Reports → MIS → MIS option in the menu bar.

            

Step 2: Click on the "Client List with PWD" option located in the left panel of the screen.

            

Step 3: Once you click on the Client List with PWD, it takes a few minutes to capture the data and prompts you to save the Excel sheet at the designated data path.

            

Step 4: Now, input the file name and choose the destination path to save this file.

Step 5: The Excel sheet has been successfully opened, presenting detailed information such as the Client Name, Client PAN number, and the login password for the Income Tax portal.

This process allows users to efficiently export client list with Password into an Excel sheet for further analysis, record-keeping, or sharing with relevant stakeholders.

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