How to export Client Master Data in Excel

Income Tax || How to export Client Master Data in Excel

Exporting client details in an Excel sheet from the Income Tax Software is a straightforward process. Here's a step-by-step guide:

Step 1: In the Income Tax Software, navigate to Reports → MIS → MIS option in the menu bar.

            

Step 2: Click on the "Assessee Register" option located in the left panel of the screen.

            

Step 3: Once you click on the Assessee Register, all client details will be displayed on the screen.

Step 4: Look for the Excel symbol or an option that indicates exporting data to Excel. Click on this symbol.

            

Step 5: A prompt may appear asking you to select the location where you want to save the Excel file. Choose the desired location on your computer.

Step 6: Specify a file name for the exported data and click "Save."

Step 7: Now, you can check the Assessee Register exported in the Excel file. Open the saved Excel file to view and analyze the client details.

This process allows users to efficiently export client details into an Excel sheet for further analysis, record-keeping, or sharing with relevant stakeholders.

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