How to export Client Master Data in Excel

How to export Client Master Data in Excel

 The feature allows the user to export all the details related to their existing client in an excel sheet.

Process to be followed:

Step 1 : In Income Income Tax Software - Go to Reports MIS MIS option given in the menu bar.

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


Step 3:  Now all client details will be displayed, click on excel symbol for exporting data in the excel.



Step 4: Select location and save with file name


Now, check the assesse register exported in the excel



    • Related Articles

    • How to Export GSTR-2 data in MS Excel?

      To export GSTR-2 returns Data in the MS Excel follow the steps below : Go to Gateway of Tally > Display > Statutory Reports > GST > GSTR-2 Make sure that there are no items under the section Not included in returns due to incomplete information     ...
    • How to Export GSTR-1 Return in MS Excel?

      To export GSTR-1 returns in the MS Excel follow the steps below : Steps 1 : Gateway of Tally > Display > Statutory Reports > GST > GSTR-1. Alternatively, Press Alt+G (Go To) > Type Here or Search GSTR-1 > Press Enter. Step 2 : F2: Period: Select the ...
    • Data import and export through excel in Exbace software

      To reduce complications of data entry In eXBace software, a facility has been provided where the user can import data through excel and can export data in excel. The User can also validate every sheet where the data is entered at the same time. The ...
    • In Income Tax - Client is shown in "Edit Client" List but not shown in Client Master.

      Solution: This issue occurs when you create a Client with the Status of "Company Other Than Domestic Company Or Government", and these Status are not according to the Income Tax Department. So to resolve the issue , please Create a New Client Master ...
    • 3CD annexure export Process - "Interest details paid u/s 201 (1A)/206C(7)"

      3CD annexure export Process - "Interest details paid u/s 201 (1A)/206C(7)"  This process helps the user to export/ import the 3CD details entered for a particular PAN in TDS Software to the Income Tax Software using an excel template format easily. ...