Income Tax || Change Code

Income Tax || Change Code

Please follow the instructions below:
Note: The code number for the currently selected or active client cannot be changed.
  1. Access the Client Selection window by pressing the "F8" button or by navigating to Master → Client Selection (Add, Edit, Delete).
      
  1. Select the client whose code number you wish to edit or change (excluding the selected or active client).
  2. Click the "Change Code" button.
      
  1. Enter the new code number and click "OK" to confirm the change.
      
  1. Upon completion, a confirmation message will appear. Please click "Yes" to finalize the process.
      
  1. The message "Process Complete" will be displayed.
      

We trust that these instructions will assist you in completing the task efficiently.

    • 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 || How to edit Client Master

      Please adhere to the following instructions: Access the Client selection window by pressing "F8" Button or Master → Client Selection (Add, Edit, Delete). Select the specific client you intend to modify. Click on the "Edit" button. Upon receiving a ...

    • 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.

    • 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 || Client is shown in "Edit Client" List but not shown in Client Master.

      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 With the ...