Key Persons Details

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.
Notes
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.
Notes
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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