Residential Status Selection

ExpressITR || Residential Status Selection Process


Residential Status Selection Process

Follow these steps to set the Residential Status for Resident Indians and Non-Resident Indians in Express ITR:

Notes
For Resident Indian
Step 1: Access the ITR Summary
  1. Open the client profile in Express ITR.
  2. In the ITR Summary section, click on Return Flow to proceed.
      

Step 2: Navigate to the E-Filing Option
  1. Click on the E-Filing option.
      

Step 3: Set Residential Status
  1. Select the Residential Status option.
      
  1. Choose the appropriate Residential Condition for the client.
      


Notes
For Non-Resident Indian
Step 1: Edit Client Master
  1. In the Client Master, set the Residential Status to NON-Resident and click on SAVE.

      

      
      
Step 2: Access the ITR Summary
  1. Open the client’s profile and go to the ITR Summary section.
  2. Click on Return Flow to proceed.
      
Step 3: Navigate to the E-Filing Option
  1. Click on the E-Filing option.
      
Step 4: Complete Residential Status Details
  1. Select the Residential Status option.
      
  1. Enter the Jurisdiction(s) of residence, Taxpayer Identification Number(s), and other necessary details.
      

By following these steps, you can accurately set the Residential Status for Resident and Non-Resident clients in Express ITR.

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