Preview and Download New Financial Statements

ExpressITR || Steps to Preview and Download New Financial Statements

This article explains the steps to view, preview, and download New Financial Statements for a client in Express ITR. These statements provide detailed insights into the client’s business or professional income as part of the ITR filing process.

Step 1: Open the ITR Summary
  1. Open the required client profile from the dashboard.
  2. Navigate to the ITR Summary section.
  3. Click Return Flow to proceed.
      
Step 2: Navigate to Income Details
  1. In the ITR Summary, select the Business Profession Income head.
  2. This section displays income details specific to the client’s business or professional activities.
      
Step 3: Access the New Financial Statements
  1. Click on New Financial Statements within the section.
  2. The system will display the available financial documents for the selected client.
      
Step 4: Preview the Financial Statements
  1. Review the financial data displayed under New Financial Statements.
  2. Verify that all relevant financial details are accurate before downloading.
      
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Step 5: Download as PDF
  1. To save a copy for reference or submission, click Download PDF.
  2. The selected financial statements will be downloaded and saved in PDF format.
      

Notes
  1. Ensure that all financial details are finalised before downloading.
  2. The downloaded PDF can be used for internal review, client sharing, or record-keeping.

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