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.

    • Related Articles

    • Income Tax || Client Master Creation

      The initial phase in software involves establishing foundational components referred to as masters, encompassing entities such as Client PAN, Client Name, Date of Birth (DOB), Status, and more. Now, let's explore the step-by-step process for creating ...

    • Income Tax || Report of all clients created in the software along with their details

      Solution: Yes, we do have provided the feature to take print of all the clients created in the software. To generate the reports go to the "Reports > MIS > MIS " option given in menu bar. Now, click on the option "Assessee Register" (topmost option) ...

    • Income Tax || How to export client list with Password

      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 ...

    • 3CD annexure export / import process from TDS to Income Tax

      Process to export / import 3CD Annexure from TDS to Income Tax  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. Process to ...

    • How to Change status of Assessee in "Client Master"

      Solution: Please note that once created Assessee status cannot be changed. If you wish to change the status then you have to create the client again with new status in "client master". This should help.