Data SYNC Process

ExpressITR || Data Sync Process


The Data Synchronization feature in ExpressITR enables users to fetch and update essential information from the Income Tax Portal, including ITR Returns, Acknowledgments, Form 26AS, AIS Data, Challans, PAN Status, Notices & Orders, and Return Filing Status. This process ensures data accuracy and keeps records current within the software.

Steps to Perform Data Synchronization

Step 1: Select the Client
  1. Navigate to the Client Master section in Express ITR.
  2. Select the relevant client for whom data synchronization is required.
Step 2: Initiate Synchronization
  1. Locate the Sync button at the top-right corner of the screen.
      
  1. Click Sync to begin the synchronization process.

Notes
Important Guidelines
Before initiating the sync process, ensure the following:
  1. Stable Internet Connection — Required to avoid interruptions during data synchronization.
  2. Active Login Credentials — Verify that Income Tax e-Filing / AIS (Insight) / PAN Verification credentials are valid and up to date.
  3. Latest Express Connector Installed — Confirm that the most recent version of the Express Connector is installed and running.
  4. Avoid Manual ITD Portal Login — Do not log in to the Income Tax Portal manually during the sync process, as it may interrupt or terminate the synchronization.

📌 Download / Update Express Connector
Refer to the Express Connector – Installation Guide for instructions on installation and setup.

By following the above steps and prerequisites, users can ensure that all client tax records remain synchronized, accurate, and up to date with the Income Tax Portal.

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