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.
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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.