Use and Purpose of Letter Head Master
Letter Head Master: An Introduction
The Income Tax Auditor Software allows the user to use predefined templates for Letter Head along with an option for manual input.
There are almost 13 templates the software provides. User can also create template of his own choice. Logo's such as CA logo, Advocate Logo can also be inserted.
Use of Letter Head:
The user can use the letter head templates for reporting purpose. The selected template for a particular report can be assigned. As per the selection done, the details of Auditor/Client appears on the letter head as per the set format.
If CA Firm templates are used, the auditor details would appear in the reports.
If Company templates are used, the selected company or assessee details would appear in the reports.
Procedure:
Step 1:
Open Income Tax Auditor Software, Go to Master → Letter Head Master
If the user wants to enter the details of the Auditor manually, it can be done as follows.
- Mention the firm name
- Mention the phone number/ mobile number /e-mail ID
- Mention address
Step 2:
The user can add or customise the logo and insert additional data field in the template
Step 3:
The Set Default option allows the user to fix the template for every assessee available in the IT Auditor.
The Option "This Client" allows the user to set the required templates for the selected assessee in the similar fashion as that of Set Default.
The auditor Information such as Auditor Name, Address, Mobile Number, Mail ID, etc, can be fetched from Consultant Information.
Go to Master → Consultant Information
How to set letterhead template on Income tax reports, Computation ?
Go to Transaction → Income Tax Options → Set letter Head Template
Now, check the Report
For Tax Audit case or Company Case, the details for the Auditor would appear on selection of Auditor under Auditor Information.
Go to Transactions → Auditor Information.
The report would then generate as shown below.
Related Articles
Income Tax || Consultant Information / CA Firm Information
To input Consultant Information or CA Firm Information, access the "Master" menu and select "Consultant Information" (or use Shift + F1). Click on "Add New" to create a new Consultant or CA Firm profile. Provide the following relevant details for the ...ExpressGST || Company Master Creation
Company Master Creation Guide: In Express GST, a Client refers to a business entity or individual registered under the Goods and Services Tax (GST) that uses the platform to manage their GST compliance. Each client in Express GST has unique ...Income tax || Enable 80IAC Deduction Head for Company Status
Process to Enable the 80IAC Deduction Head for Company Status When Option Disable in the Deduction Tab Eligibility Criteria for 80IAC Deduction Incorporation Date: The startup must be incorporated or registered between April 1, 2016 and March 31, ...Billing || Client master Import from Income Tax / TDS
To initiate the import process for the Client Master, ensure that you first select the Consultant Master. Go to the Import form for Master Data, specifically designed for importing data from Income Tax or TDS Software. To access it, follow the menu ...Income Tax || TDS Details
To enter TDS/TCS details in the software, please follow the process outlined below: Steps for Manual Entry of TDS/TCS Details : Navigate to "Transactions → Tax Detail". By default, the TDS Details section is selected. If you're entering details ...