Transcript Taxbase New Features

Taxbase New Features
Index
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Taxbase Home Automation Updates.
When you come to TaxbaseLAN Home screen, you will see some new exciting
updates like – Send Webinar Request, Callback Request, New Taxbase Version,
New Features PPT & Auto backup of Taxbase.
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Taxbase Home – Callback Request
Now you can put request to Helpline for callback at a click of button. Simply
click on “Callback Request” on Taxbase Home screen and write your query,
attach file if you want to send some documents and click on “Submit”.
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Taxbase Home – Auto Update of New Version
Download latest version of Taxbase at a click of button. Simply click on “New
Version Available” on Taxbase Home screen and it will start downloading
latest Taxbase version as shown below.
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Taxbase Home – Auto Update of New Version
Once the updation process is completed, it will show the “Updated” Tab as
shown below.
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Taxbase Home – Auto Update of New Version
Your Workstation copies of Taxbase can also be updated with latest version.
Go To>> Miscellaneous>> User Parameters and give it a path as shown below,
and it will be updated.
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Taxbase Home – Webinar Session Request
You can put direct request for Webinar Training Session from Taxbase itself.
Simply click on “Send Webinar Request”, and you will come across webinar
time table. Click on “Register” and your registration will be done. You will also
receive email with link for Webinar in your registered email ID.
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Taxbase Home – Automatic Backup of Taxbase
You can take backup of Taxbase as and when required at a click of button.
Simply click on “More” option and it will show you backup Location, Date &
last backup date. You can also change the back up location if required.
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Taxbase Home – New Features PPT
We have provided you with facility to see, which new features are made
available in Taxbase latest version. Simply click on “View New Feature PPT”
and it will open latest Self-explanatory PPT.
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Send Reminders/Greetings through
SMS and Email
Make sure you have entered your Customer ID and password in “Options”.
You can change password or buy SMS balance at the same place.
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Send Reminders/Greetings through
SMS and Email
Go to >> Miscellaneous >> Send SMS.
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Send Reminders/Greetings through
SMS and Email
Select Type of Reminder (Ex.- Advance Tax Reminders) and Group
Or Assessee to send SMS.
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Send Reminders/Greetings through
SMS and Email
It will display complete list of Assessee under the selected group. You can
send SMS to all or selected Assessee.
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Send Reminders/Greetings through
SMS and Email
SMS sent successfully and it will also have a record in “Sent MSG” tab.
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Send Reminders/Greetings through
SMS and Email
E-Greetings >> Go to Application >> Customer Relations.
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Send Reminders/Greetings through
SMS and Email
It will show you below templates with Message. Select the required
Template and click on Preview.
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Send Reminders/Greetings through
SMS and Email
For the first time, you need to configure your email ID with system through
Configure Sender.
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Send Reminders/Greetings through
SMS and Email
Click on “Finalize” and select Assessee whom you want to send EGreetings and click on “Send”.
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Send Reminders/Greetings through
SMS and Email
It will show following pop-up after sending E-Greetings.
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Send SMS to Mobile
If you wish to send SMS to your client from your own mobile, simply go to
Send SMS and select your name and click on Ok. Now same message can
be sent to your clients according to your SMS plan.
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Return Record Register
To check Return Record, go to – TDS>> Report>> Return Record Register. Here
you will see the return filed or not filed report of an Assessee. You can take a
print or send Email/SMS to Assessee regarding status of his return filing.
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Tally Import Facility
You can now import your Financial Statements – Balance Sheet or Profit and
Loss Account from Tally directly. Simply go to Income Tax>> Income Details>>
Other Form Data>> Balance Sheet. Select “Import From Tally” from drop
down and click on “Ok”.
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Tally Import Facility
It will give you following message and if you click on Continue, all Financial
Statement data will be available to you with Mapped & Unmapped Accounts
details.
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Upload Documents for Your Customers
Save Log In credentials of your TaxbaseSuite Website in “Options”
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Upload Documents for Your Customers
Go To>> Miscellaneous>> Taxbase Home>> Select Name Of Customer as shown
below.
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Upload Documents for Your Customers
Select the document which you want to upload and click on “Documents Send
To DMS”
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Document Access for Customers through
Customer Log In
Your Customer will log in with his details to your website.
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Document Access for Customers through
Customer Log In
After Logging into account, customer will click on Document Management as
shown below. It will show all the documents uploaded by Tax Professional.
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Send Income Details to TaxbaseSuite
You can send all Income details to your TaxbaseSuite – Income Tax. Make sure
you have entered your Username and Password of TaxbaseSuite as shown
below.
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Send Income Details to TaxbaseSuite
After that, go to Income Details and you can directly send below shown
Income details to TaxbaseSuite once you click on “Send Income Details to TB
Suite”. It will give you popup of Details Sent Successfully as below.
i
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Send Income Details to TaxbaseSuite
Now you can see your Income Details online in TaxbaseSuite – Income Tax.
Enter your Log-In details as Admin as shown below.
i
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Send Income Details to TaxbaseSuite
After Log-In to TaxbaseSuite, select - Income Tax Module >> Select Assessee
as shown below.
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Send Income Details to TaxbaseSuite
Once you select Assessee, it will display all the Income Details received from
Taxbase.
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File Validation Utility (FVU) 4.1 and 2.137
Incorporated
eTDS File Validation Utility (FVU) for validating TDS returns from F.Y. 2010-11
version changed to 4.1 which is applicable from 4th Jan 2013.
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File Validation Utility (FVU) 4.1 and 2.137
Incorporated
eTDS File Validation Utility for validating TDS return prior to F.Y. 2009-10
version changed to 2.137 which is applicable from 4th Jan 2013.
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Request & Download .TDS Files
To download .TDS files go to >> Efiling >> Request/Download .TDS (Conso.)
file. You will come across below screen. Click on Send Request tab as shown
below.
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Request & Download .TDS Files
It will show the progress bar and once its done, it will give you pop-up as
below. When you download the .TDS file, it is Password protected, which is –
“Your TAN No_ Request ID”
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PAN Verification
Select TDS Module from Application. Then Go to E-Filing option and Click E-File.
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PAN Verification
Select the respective Quarter and Form Name
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PAN Verification
Click on Not Verified PAN, then it will display you List of PAN’s which are not
verified. Click on Check Box to select PAN for verification and then click on ‘Verify’.
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PAN Verification
Then will be Directed to below Webpage and entered your respective details of
the Deductor and then click on Login then you will get your PAN verification result.
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Challan Verification
Go to ‘TDS’ Module from Application, select e-file under e-filing option. Now select
the FY, Quarter and Form Name. You can see the Matched or Unmatched challan
report when you click on it.
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Challan Verification
Then it will display List of Challan’s which are not verified i.e. Unmatched
Challan. Click on ‘Challan Verify’ button for Challan Verification.
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Challan Verification
After ‘Challan Verification’, Verified Challan's i.e. ‘Matched Challan’s will go in
‘Matched Challan’ field.
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Challan Verification
In case of invalid challan’s, software will display the message as a ‘Record Not
Found’.
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One Click CSI File Download
Select TDS module from Application. Go to E-Filing option and Click E-File
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One Click CSI File Download
After that you can see CSI File Downloading Path, click on ‘Download’ button. If
you want view CSI File to go respective location given in the CSI File Path.
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ITR V Download From Taxbase
To Download your ‘ITR V’ as a copy of acknowledgement against your return uploaded
with IT department, Go to Taxbase >> Management >> Document Management.
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ITR V Download From Taxbase
Click on ‘IT Website Download’, to get your ‘ITRV’ select ‘ITRV check Box’ and then
click on ‘Download”.
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ITR V Download From Taxbase
Then it will show, your all respective details with your ‘ITRV’. To view ITRV just
click on ‘Document Format’ which is show in Blue color.
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One Click Validation of TDS Revised Returns
In TDS Application >> Go To Data Entry >> eTDS Correction Statement >>
Select FVU 2.137 or FVU 4.1. as required.
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One Click Validation of TDS Revised Returns
1 - Select .TDS file
2 - Make necessary changes as required.
3 - Click On “Generate” as shown below.
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One Click Validation of TDS Revised Returns
When you click on Generate, it will display 3 paths as shown below. Enter the
path and click on Ok, validation process will start.
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One Click Validation of TDS Revised Returns
Once you click on Ok, Validation process will start, and will result in either
Validation Successful or Error Found as shown in image.
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TDS Monthly Salary Import/Export Facility
(Multiple Employees And Months)
In TDS Application, Go To Data Entry >> Monthly Details.
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TDS Monthly Salary Import/Export Facility
(Multiple Employees And Months)
If you wish to Export the salary details for July, Aug and Sep, click on Export
and then on Ok as shown below.
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TDS Monthly Salary Import/Export Facility
(Multiple Employees And Months)
Add all the salary details for Jul, Aug, Sep month in XLS file as shown below.
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TDS Monthly Salary Import/Export Facility
(Multiple Employees And Months)
Now, back on Monthly Salary Income, click on Import and then Ok as shown
below. The message box will appear with successful XLS import message.
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Notice Management
Go to ‘Management’ option >> Notice Management
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Notice Management
Then you will come on below screen, here click on ‘Configure’ Button to configure
your e-mail account for downloading notices…
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Notice Management
Then you need to click on ‘New Account’ to your e-mail account configuration
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Notice Management
Then choose your e-mail service provider from list
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Notice Management
Then will be Directed to below Screen and entered your respective E-mail ID and
Password, then click on ‘Save’.
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Notice Management
Then it will show you, your E-mail account for Notices to download from your
configured E-mail ID, click on close.
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Notice Management
Then you will come to below Screen, where you have to click on ‘Download’
button, it will download your notices, to view these notices, click on ‘View’ button.
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Notice Management
Then it will Display you below message and Attachment of your Notice, to view
this attachment just you need to click on ‘View’
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Notice Management
Then it will show you, your respective notice.
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Bulk Request and Download for Form 16/16A
Before we download bulk Form 16/16A, make sure that we have entered below
marked details in place for Group/Assessee.
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Bulk Request and Download for Form 16/16A
Go To e-Filing>> Form 16/16A>> Download Bulk Form 16/16A. You will
be prompted with a window shown below. From here you can send a
request for Bulk Download & Download Form 16/16A.
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Auto Download of Missing RPT
from Website
In case any of your RPT files is missing, it will be automatically downloaded
from our website. For Ex. If you want to print ITR-2, Click on Return of
Income as shown in below image.
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Auto Download of Missing RPT
from Website
Now tick on ITR-2 and then on “Print”
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Auto Download of Missing RPT
from Website
Since RPT file is missing, ITR-2 will not be printed, now it will show you
below message of “File does not exist”. So click on “Download”.
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Auto Download of Missing RPT
from Website
Now, it will auto download the RPT file and now you can print the ITR-2.
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XML Import of ITR 1 to ITR 6
Go To Miscellaneous >> Import Data >> Select ITR Type from ITR 1 to ITR 6
as shown below.
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XML Import of ITR 1 to ITR 6
Browse XML type (ITR 1 to ITR 6) from location.
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XML Import of ITR 1 to ITR 6
1 - Select Group and Assessee from list. Now click on Import, as shown below.
2 - You can also create new Assessee under existing Group by clicking on
“Create New” check box as shown below.
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XML Import of Form 3CD
Go To>> Taxbase Home >> Select Forms >> Form 3CD and Click on Show.
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XML Import of Form 3CD
After that you will be prompted with below window of Form 3CD. Select
option of Import From XML and click on Ok as shown below.
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XML Import of Form 3CD
After that simply select path for XML file and click on Import and XML
import process will be completed in seconds.
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