How to Lock/Unlock the client Income Tax Data

Income Tax || How to Lock/Unlock the client Income Tax Data

To ensure the security and integrity of client income tax data, Zen IT offers a straightforward process to lock or unlock this information.
Follow these steps:
  1. Navigate to the "Tools" menu.
  2. Select the option labeled "Lock Client Income Tax Data".
      
  1. Within this feature, you'll encounter a section titled "Locked" with a dropdown menu providing two options: "Yes" or "No".
    1. If you choose "Yes," it signifies that the client's income tax data is currently locked for editing. This ensures that no modifications can be made to the data, maintaining its integrity and preventing unauthorized changes.
    2. Conversely, selecting "No" indicates that the client's data is unlocked. In this state, you have the ability to make changes to the income tax data as needed.
  2. In the software interface, an additional feature is present to indicate the status of the selected client. When a client is locked, this status is prominently displayed. If you wish to unlock the client, simply click on the "LOCK" picture associated with the client.
      

​By utilizing this feature within Zen IT, you can easily manage the accessibility and editing capabilities of client income tax data, enhancing security and control over sensitive information.

    • 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 ...

    • Income Tax || How to change the XML/Json file saving location?

      Please note that you can change the location for saving XML/Json file while doing e-filing in Income Tax from - Tools Menu > Income Tax options > Point no.30 Here, you can select the desired location through Browse button. After that Save it. ...

    • Income Tax || Client Search

      If you encounter any issues while searching for the client, please follow these steps: Step 1: Navigate to the root directory of the software. This could be either "C:\Program Files (x86)\K.D.K. Software\KDK Support" or "C:\Program Files\K.D.K. ...

    • 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 ...