Edit Client master

Express ITR || How to Edit Client master

How to Edit Client Master ?

Note: The Assessee Name and Date of Birth (DOB) cannot be manually changed. These details are automatically updated from the Income Tax Portal. If you have updated the Assessee Name or DOB on the portal and want the changes reflected in the software, click the SYNC button. After syncing, the software will update your data to match the information on the portal.

To SYNC, open the client by clicking on the client’s name, then click the "SYNC" button.

      


To Edit the Remaining Details in the Client Master

Step 1: Open the Client Master Dashboard and click on the Edit button.

      

Step 2: You can update the following sections:
  1. Personal Details
  2. Address Details
  3. Contact Details
  4. Bank Details
      

We hope this process is helpful for you.

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