Income Tax || Form 10B/Form 10BB → JSON Import Process
To successfully import a 10B/10BB JSON file, please ensure that the master data for the specific client, classified as [Association of Persons (Trust)] status, is already present in the software.
If the client does not yet exist, you will need to create the client master first before proceeding with the import.
Steps for Importing a 10B/10BB JSON File :
- Verify Client Master Data: Ensure the client master data is available as [Association of Persons (Trust)] status. If not, create the client master as outlined in the guide.
- Navigate to Import: Select the client master and go to Forms → Form 10B/ Form 10BB → Import 10B/10BB JSON.
- Browse for JSON File: Click the 'Browse' button, locate, and select the Form 10B/10BB JSON file.
- Verify and Import: Once the client information appears correctly, click on the 'Import' button.
- Confirm Import: A prompt will ask, "Are you sure do you want to import?" Click 'Yes' to proceed.
- Completion Message: After a successful import, the message "Process Completed!" will be displayed.
Following these steps will help you import the 10B/10BB JSON file efficiently and retrieve the required data.
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