Income Tax || Key Persons Details

How and Where to Fill Key Persons Details

Completing the Key Persons Details is a straightforward process that can be done using manual entry or various import options. Follow these detailed steps to ensure accuracy:

Option 1: Manual Entry

Step 1: Navigate to the Relevant Section

1. Open the software or application.
   
2. Go to Transactions → Company Information (Ctrl + Y).
   

      

Step 2: Access the Key Persons Section

1. Click on Key Persons from the available options.
   

      

Step 3: Enter the Required Details

1. Manually fill in the necessary information for each Key Person.
   

      

      

Option 2: Import Data from Previous Year

Step 1: Access the Import Option

1. Go to Transactions → Company Information → Import.
   

      

1. Select Import from Previous Year.
   

      

Step 2: Import Previous Year’s Data

1. In the import window, choose the relevant sections to import.
   

      

1. Click Proceed.
   

Note: Ensure that data from the previous year is complete and available in the system; otherwise, this option may not function correctly.

Option 3: Import from Client List

Step 1: Initiate Import

1. Select Import from Client List.
   

      

Step 2: Select Key Persons

1. A list of clients will appear.
   
2. Choose the required Key Persons and click Import.
   

Option 4: Import from Previous Year & Other Clients

Step 1: Access Combined Import

1. Select Import from Previous Year & Other Clients.
   

      

Step 2: Select Key Persons

1. A list will display Key Persons from both previous years and other clients.
   
2. Choose the relevant entries and click Import.
   

Option 5: Import from Beneficial Owner

Step 1: Initiate Import

1. Select Import from Beneficial Owner.
   

      

Step 2: Verify Data Availability

1. Ensure the Beneficial Owner data is complete and available in the system.
   

Note: If Beneficial Owner data is incomplete or missing, this option will not work correctly.

By following these steps, you can efficiently populate and manage the Key Persons Details in your system.

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