Edit/Delete Deductee Transactions Process

ExpressTDS || Edit/Delete Deductee Transactions Process


Step 1: Navigate to the Deductor Master
  1. Log in to the software and go to the Deductor Master.
  2. Select the relevant company or deductor for which the TDS return has been created.
  3. Navigate to the Return Summary and select the desired return.
Step 2: View the Created Return
  1. Click on the View option for the selected return to proceed.
      

Step 3: Edit or Delete Deductee Transactions
  1. To Edit an Existing Deductee: Click on the Action icon next to the deductee's name to modify their details.
      

  1. To Delete an Existing Deductee: Select the checkbox next to the deductee’s name and click on the Delete icon.
      

Alert
For Bulk Edit/Delete of Deductee Transactions:
  1. Download the Excel template provided by the software.
      
  1. Update or delete the necessary deductee details in the Excel file and save the changes.
      
  1. Go to the Import Return option in the software and upload the updated Excel file.
      
  1. Choose the Append or Overwrite option based on your requirement and click Submit.
Idea
Important Note:
  1. Use the Append option to add new entries while keeping existing data intact.
  2. Use the Overwrite option to replace existing data entirely.
By following these steps, you can efficiently edit or delete individual or bulk deductee transactions for your TDS Returns.

    • Related Articles

    • ExpressTDS || Create Deductee Transactions Process

      Steps to Create Deductee Transactions in a TDS Return Step 1: Navigate to the Deductor Master and select the relevant company or deductor. Go to the Return Summary and select the created return. Step 2: Click the "View" option for the created return. ...

    • ExpressTDS || Add/Edit Deductee in correction

      Deductee Correction Process in ExpressTDS To perform corrections for deductees in ExpressTDS, follow these steps based on whether you’re making a single deductee correction or a bulk correction. Access the Correction Section Navigate to the ...

    • ExpressTDS || Correction Return - Deductee Transactions - Mark Nil Process

      This guide outlines the steps for marking deductee transactions as NIL in ExpressTDS, whether handling single or bulk corrections. Steps for Performing Corrections Access the Correction Section Company/Deductor Selection: Navigate to the relevant ...

    • ExpressTDS || Employee/Deductee Master Management: Add, Edit, Active or Deactive

      This guide provides step-by-step instructions for managing the Employee/Deductee Master in ExpressTDS, including how to add, edit, activate, or inactivate records. Adding an Employee/Deductee Master in ExpressTDS Step 1: Log In and Navigate to ...

    • TDS || Process for Delete Employee/Deductee Master

      Steps to Delete Employee/Deductee Master Data Access Deductee/Employee Master Navigate to the "Deductee/Employee Master" section within the system. Choose Associated Client and Initiate Deletion Once the entry is selected, assign it to the relevant ...