Form 10B/Form 10BB → JSON Import Process

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.
For guidance, please refer to the "Client Master Creation" guide.

Steps for Importing a 10B/10BB JSON File :
  1. 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.
  2. Navigate to Import: Select the client master and go to Forms → Form 10B/ Form 10BB → Import 10B/10BB JSON.
      
      
      
  1. Browse for JSON File: Click the 'Browse' button, locate, and select the Form 10B/10BB JSON file.
      
  1. Verify and Import: Once the client information appears correctly, click on the 'Import' button.
  2. Confirm Import: A prompt will ask, "Are you sure do you want to import?" Click 'Yes' to proceed.
      
  1. 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.