Preview and Download Financial Statements

ExpressITR || Steps to Preview and Download Financial Statements (Non-Company)


Steps to Preview and Download Financial Statements (Non-Company / Other than Company)

To preview and download financial statements for non-company clients in Express ITR, please follow these steps:

Step 1: Open ITR Summary
  1. Access the client profile in Express ITR.
  2. Navigate to the ITR Summary section, and click on Return Flow to proceed.
      

Step 2: Navigate to Income Details
  1. Click on the Business Profession Income head to access income details specific to the client’s business or profession.
      

Step 3: Access Financial Statements
  1. In this section, select Financial Statements to open the available financial documents.
      

Step 4: Preview Financial Statements
  1. Click the Preview button to view the financial statements on screen.
      

Step 5: Download as PDF
  1. To download a copy, click on the Download PDF option to save the financial statements in PDF format.
      

Following these steps will allow you to efficiently preview and download the required financial documents.