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File Return Online
Utilities » File Return Online
The filing of TDS / TCS Returns can be filed online through the Income Tax Portal. We have integrated the IT Portal screens directly from the software. Go to ‘Utilities > File Return Online’ File Return Online The ‘Upload TDS’ is for filing of the…
Request for TDS/Conso file online
TRACES Modules » Request for TDS/Conso file online
This module is used for requesting TDS/Conso file from TRACES.The system allows the user to request for ‘Conso file’ from TRACES through TDSMAN interface. In order to do this, click on TRACES Information > Request for TDS/Conso file Online :- Enter the…
Import from TDS File
Importing of External Data » Import from TDS File
When you import the data from the TDS file, all the challan and deductee data from this file is transferred into the database of the software including automatic creation of the Deductee & Employee master data. For Importing of data from TDS file, in order to do this,…
TDS RATE CHART
Utilities » TDS RATE CHART
TDSMAN provides the facility to view the TDS rates applicable for the various sections for a particular financial year. In order to view this, click on Utilities >TDS Rate Chart The following screen will appear: Figure – TDS Rate Chart Section: Select the…
Return Report
Certificate & Report Printing » Return Report
The user can view the details of the Return generated for the selected quarter through Return Report. This report is designed as per the format provided by the department. In order to view this report, click on Reports > Return Report :- The following screen…
Delete Return
Utilities » Delete Return
TDSMAN gives the facility to delete the Return from the system. In order to so, click on ‘Utilities > Delete Return’ Delete Return The following screen will appear: Delete Return The self-explanatory warning message is displayed. It should be…
View TDS/TCS Credit
TRACES Modules » View TDS/TCS Credit
This module is used for Viewing Deduction summary for a particular PAN. In order to do this, click on TRACES Information> View TDS/TCS Credit :- Enter the TRACES login details, after that select FA year, Form No. and Quarter. Figure 9-19 View Deduction…
Correction of TDS Returns
Overview » Key Functions of TDSMAN – Process Overview » Correction of TDS Returns
This is the process through which the company/ deductor prepares the corrections of the TDS/TCS details submitted earlier to the Income tax department of India. Figure 3-2 Processing of Correction Returns
Monthly TDS Calculator (Salary)
Utilities » Monthly TDS Calculator (Salary)
This module is for TAX calculation. The system allows the user to check Monthly TDS Calculator (Salary) through TDSMAN interface. In order to do this, click on Utilities > View Update Document :- Select FA Year, category and enter the income. There is also an…
Form 3CD [TDS Section]
Utilities » Form 3CD [TDS Section]
This module is for generating the content of the* Form 3CD* report pertaining to TDS / TCS section. To ensure that the report is generated from the latest data, it is recommended to import data from all the latest CONSO files for the year. Click on ‘Utilities >…
Salary & TDS Summary Report
Certificate & Report Printing » Salary & TDS Summary Report
In Form 24Q (Salary Returns), TDS is reported for each employee in every Return with the monthly breakup. In the 4th Quarter, additionally, in Annexure II, the annual tax computation for each employee needs to be provided. It is expected that the Salary and TDS…
Unlock all Return
Utilities » Upgrade Software to Multi User » Unlock all Return
At any given point of time, only one client can access a particular Return. Now while processing the same, if for any reason, this client/ Return gets locked then no other client can access this Return. So the TDSMAN software provides the option to unlock all the…
Generation of Return
Regular Returns » Generation of Return
After all data pertaining to the Return have been entered, one is now all set to generate the TDS / TCS Return. Click on ‘Generate Return’ from the Home Screen. The following interface appears on the right panel: Figure 5-13 Generate Returns There are three…
Return Reports ( For Correction )
Certificate & Report Printing » Corrections » Return Reports ( For Correction )
After making the necessary corrections in the previously filed erroneous Return, the user can view the details of the Return re-generated for the selected quarter through Return Reports (Correction). This report is designed as per the format provided by the…
NSDL -View Return Status
Useful Links » NSDL -View Return Status
The users can view the Status of the Return which has been filed, through NSDL. The status could either be ‘Accepted’ or ‘Rejected’. In order to so, click on IT Portal/NSDL Information > View Return Status Online:- The following screen…
Description of the different TDS / TCS Forms
Overview » Description of the different TDS / TCS Forms
The Income Tax Department, Govt. of India, has defined four different types of TDS/TCS Forms. Depending upon your requirement select a particular form under which the return has to be filed. All these four forms are explained below: Form 24Q : For filing the returns…
Generate Correction Return for Submission
Preparation of Correction Returns » Generate Correction Return for Submission
After all corrections have been done, you are all set to generate your Correction Return. Click on the ‘Generate Return’ and the following interface appears on the right panel: Figure 7-9 Generate Correction Returns There are 3 steps involved in the Generation…
Download PDF Converter Utility to Generate TDS Certificate
TRACES Modules » Download PDF Converter Utility to Generate TDS Certificate
With the help of this module, user can download the PDF Converter Utility directly from TDSMAN Software. Click on >Download PDF Converter Utility to Generate TDS CertificateTRACES Information
Party or Employee wise – Summary
Certificate & Report Printing » Party/Employee wise » Party or Employee wise – Summary
Purpose This report provides the summarized information of all the deductions made for Parties / Employees for the any specific period for a particular form or across different forms, for a given financial year. As per the requirement, the user has to provide the…
File Generation Log
Certificate & Report Printing » File Generation Log
Purpose Every time a return is generated through the TDSMAN software, an internal log is updated. This report provides the option to print the internal log of all the file generations done through this software, for the selected company. Run Time Selection…
Download Requested File
TRACES Modules » Download Requested File
All the request that are made from serial no. 11.2 to 11.8 will be available for download in this module. In order to do this, click on TRACES Information> Download Requested File :- Figure 9-10 Download Requested Files All the requests made will be available…
Download CSI File
IT PORTAL / NSDL Information » Download CSI File
The system allows the user to view the Challan details available with the department through NSDL. In order to so, click on IT Portal/NSDL Information -> View /Download Challan Information Online The following screen will appear: Download CSI File (efilling /…
View / Download Challan Information Online
Useful Links » View / Download Challan Information Online
The users can view the Challan details available with the department through IT Portal. In order to so, click on ‘IT Portal/NSDL Information > View /Download Challan Information Online’ The following screen will get displayed: View / Download…
Download PDF Converter Utility to Generate TDS Certificate – Part B
TRACES Modules » Download PDF Converter Utility to Generate TDS Certificate – Part B
With the help of this module, user can download the PDF Converter Utility for part B of TDS Certificate, directly from TDSMAN Software. Click on >Download PDF Converter Utility to Generate TDS Certificate – Part BTRACES Information
Certificates 26Q, 27Q, 27EQ (For Correction return)
Certificate & Report Printing » Corrections » Certificates 26Q, 27Q, 27EQ (For Correction return)
To view Certificate for 26Q – Form 16A (Correction Return) click on Reports > Corrections > Certificates > 16A (26Q) The following screen will appear: Figure - Certificate for 26Q – Form 16A (Correction Return) All the Correction Returns will get displayed…
Update File Validation Utility
Utilities » Update File Validation Utility
The regular FVU updates that are provided can be incorporated in the software through this utility. In order to so, click on Utilities > Update File Validation Utility :- The following screen will appear: Figure- Update File Validation Utility…
Bulk Nullify Through Excel/CSV For Correction Return
Preparation of Correction Returns » Add /Edit Deductee Using Excel » Bulk Nullify Through Excel/CSV For Correction Return
For Correction Return, apart from Nullifying Deductees manually, it can also be done through any of these two different formats either Excel or CSV,. This would save effort in entering data through formats of the software interface. Importing data from Excel / CSV…
Add Deductee using Excel / CSV For Correction Return
Preparation of Correction Returns » Add /Edit Deductee Using Excel » Add Deductee using Excel / CSV For Correction Return
For Correction Return, apart from manual creation of the Deductee, it can also be imported into the system through any of these two different formats either Excel or CSV, and get added to the list already present. This would save effort in entering data through formats…
Pan Modification Through Excel/CSV For Correction Return
Preparation of Correction Returns » Add /Edit Deductee Using Excel » Pan Modification Through Excel/CSV For Correction Return
For Correction Return, apart from manual modification of the PAN, The software gives the option to modify it through any of these two different formats Excel & CSV, and imported into the system. This would save effort in entering data through formats of the software…
Request for TAN-PAN file
TRACES Modules » Request for TAN-PAN file
This module is used for requesting for TAN-PAN from TRACES.This module is used for requesting for TAN-PAN from TRACES. The system allows the user to do PAN –TAN file directly from TRACES web portal through the TDSMAN interface. In order to do this, click on TRACES …
Import data for Correction
Preparation of Correction Returns » Import data for Correction
For making the Correction Return you have to import the file of the last accepted return for the relevant Deductor, Form type, Financial Year & Quarter. This TDS file can be downloaded from TRACES website after registering your TAN in their website. The URL for the…
Export Data to CSV / Excel
Utilities » Export Data to CSV / Excel
This module is for bulk exporting of data of a return in a single excel or CSV file. It may be used for different Excel/CSV based reporting. In order to do this, click on Utilities > Export Data to CSV/ Excel :- The user has the option to select either CSV Export…
Compliance Check for Section 206AB & 206CCA
Utilities » Compliance Check for Section 206AB & 206CCA
The Income Tax Department has activated the online system to determine the ‘Specified Person’ on whom the higher rate of TDS / TCS will be applicable under the newly introduced Sections 206AB & 206CCA. In order to do so click on ‘Utilities -> Compliance check…
Preface
Preface
TDSMAN is a state-of-the-art software solution, enabling the companies / deductors to keep in pace with the ever changing TDS filing procedures by the Income Tax authorities. TDSMAN helps in generation of TDS / TCS return, Correction of the returns filed earlier…
Declaration for Non – filing
TRACES Modules » Declaration for Non – filing
In case there is no information for a particular TDS / TCS Return that needs to be filed, one option is to file a NIL Return. The other and better option is to declare this on TRACES web portal. This may be done through TDSMAN. Click on ‘TRACES Information >…
Request for Form 16 / 16A / 27D
TRACES Modules » Request for Form 16 / 16A / 27D
After the TDS / TCS Return is filed, one can request for Certificates at TRACES. Subsequently, these will be made available at TRACES for download. For each of the TDS / TCS Certificates, i.e. Form 16A (Non-Salary), Form 16 (Salary) & Form 27D (TCS) – the procedure…
Traces – Download PDF Converter
Useful Links » Traces – Download PDF Converter
This explains the process to generate the TDS Certificates using the Convertor Utility and the Certificate Data file. One needs to download the TDS Certificate Data File from TRACES which is in ZIP format. Make sure the latest version of the Convertor Utility is…
Rename PDF Files
Utilities » Rename PDF Files
This module is for renaming TDS certificates (pdf files) that are generated from PDF converter. In order to do this, click on Utilities > Rename PDF files :- The file name includes the PAN as an identifier. This utility will create another folder of these PDF…
Preferences
Settings » Preferences
TDSMAN comes with default operational settings. Through ‘Preferences’, the user has the option in some of the modules to alter the settings as suitable. These are explained in this section. Click on ‘Preferences’ option under ‘Utilities’…
Receipt No.
Masters » Receipt No.
Once the TDS Return is successfully filed, an acknowledgement receipt is provided. Information on the receipt is important for filling the next Return and should be stored in the system. To enter the receipt details, click on Masters > Receipt No :- The following…
Reciept No. Master
Preparation of Correction Returns » Reciept No. Master
Once the TDS Correction Return is successfully filed, an acknowledgement receipt is provided. Information on the receipt is important for filling the next Return and should be stored in the system. To enter the receipt details, click on Correction Return > Reciept No.…
Deductee Master
Masters » Deductee Master
In the Deductee master, the deductees can be created. Once Deductee is created in the master it will appear in the help window of transaction module. User just needs to select the Deductee from the help window to populate the details of the deductee in the required…
Challan and Deductee Entry
Regular Returns » Challan and Deductee Entry
For all the TDS Deductions of the deductees made by the company/deductor challans are submitted. These challan and deductee details form the building blocks for the preparation of the return and are entered over here. Adding a Challan Click on the ‘Challan and…
Add Challan / PAN / Challan Correction
TRACES Modules » Add Challan / PAN / Challan Correction
There are certain type of ‘Corrections’ on TDS / TCS Returns that may be done directly on TRACES web portal instead of going through filing of the ‘Correction Return’ These include ‘Adding Challan’ , ‘PAN’ and ‘Challan Corrections’.…
Pension Details by Banks u/s 194P (Annexure III)
Regular Returns » Pension Details by Banks u/s 194P (Annexure III)
This is applicable for Banks and similar entities paying Pension to Senior Citizens (Age 75+) as per provisions of Section 194P. By submitting the Pensioner’s data in this Annexure, the assessee will not be required to file the Income Tax Returns. This section will…
Salary Details – Form 24Q, Q4 (Annexure II)
Regular Returns » Salary Details – Form 24Q, Q4 (Annexure II)
It is mandatory for the ‘Employer’ to provide details of tax computation of each employee and the total tax deducted (TDS) during the financial year. This information is to be entered in the 4th Quarter of Form 24Q in Annexure II. In Form 24Q – Q4, click of the…
Import Master from Excel Workbook
Masters » Import Master from Excel Workbook
Import Deductee Master Apart from the manual creation of the Deductee, it can also be imported into the system through Excel and get added to the list already present. This would save effort in entering data through formats of the software interface. Importing data…
Certificate & Report Printing
Certificate & Report Printing
TDSMAN has an in-built comprehensive system for printing TDS / TCS certificates and reports. It generates report for on-screen viewing and printing hard copies serving multiple purposes such as record keeping, auditing, filtered queries, etc. The report interface is…
Manual Organization
Preface » Manual Organization
This manual starts with the detailed description of installation and registration of the TDSMAN software. This is followed by the overview of the complete software including the different forms that are used for filing the TDS / TCS returns. Then it continues to…
Healthy Practices of using TDSMAN
Healthy Practices of using TDSMAN
Regular Backups. Ideally each day when data has been added / modified in the software. Backup files should be copied in some external storage media such as pen drive, external hard drive, etc. Check and update the software regularly. Refer to the User Manual…
Import Excel/CSV for Salary Details Updation (Add/modify PAN/ Bulk Deletion)
Preparation of Correction Returns » Add /Edit Deductee Using Excel » Import Excel/CSV for Salary Details Updation (Add/modify PAN/ Bulk Deletion)
Add Employee in Salary Details Through Excel/CSV For Correction Return For Correction Return in Salary details, apart from the manual creation of the Employee, It can also be done through any of these two different formats either Excel or CSV, and get added to the…
Overview
Overview
TDSMAN generates eTDS / eTCS Returns as per the stipulated requirements of the Income Tax Department, Govt. of India. It is a simple to use software, which will assist in processing your returns pertaining to Forms 24Q, 26Q, 27Q & 27EQ and help one to generate the…
Processing of Returns
Overview » Key Functions of TDSMAN – Process Overview » Processing of Returns
This is the process by which the company/deductor provides the details of the TDS /TCS to the Income Tax department of India. Figure 3-1 Processing of Returns The details of the different steps involved in generating the returns are given below:- Process…
Query Reports –Deductee
Certificate & Report Printing » Query Reports » Query Reports –Deductee
The details of the deductee(s) will get displayed on the basis of the criteria provided. Click on Reports > Query Reports > Deductee :- The following screen will be displayed :- Figure - Query Reports –Deductee The criteria for selecting the deductee(s) has…
Certificate Printing
Certificate & Report Printing » Certificate Printing
This report is used to print TDS & TCS Certificates. Form 16 is printed for Form 24Q (Salary), Form 16A is for Forms 26Q & 27Q and Form 27D is for Form 27EQ. As per the requirement, the user has to provide the criteria for generating and printing all or selective…
Make Corrections
Preparation of Correction Returns » Make Corrections
After data has been imported, now you can proceed with making corrections. In order to select Make Corrections click on option in Correction Return menu as shown below: Make Corrections Make Correction can also be selected by clicking on shortcut provided…
Email Certificate
Certificate & Report Printing » Certificate Printing » Email Certificate
TDSMAN software provides the facility to email TDS certificates or any other certificate to its users. In order to do so, the following have to be configured in the system: 1 Setup – each company has to be initially setup with the relevant email…
Regular Returns
Regular Returns
To file the return you will have to select a particular form under which the return will be prepared. Basically there are four forms that can be selected. These four Forms are explained in section 4.1 There are three broad steps required for the preparation of the…
Tag Employees to Group
Utilities » Tag Employees to Group
Employees are tagged in a group for the purpose of printing Form 16(TDS Certificate) separately for each group. In order to so, click on Utilities >Tag Employees to Group:- The following screen will appear: Figure - Tag Employees to Group Select Company:…
Dashboard
Overview » Dashboard
The Dashboard has been provided for access to current and past Regular & Corrections Returns directly from one integrated interface. TDSMAN Dashboard This ‘Dashboard’ may be set as the default screen when you open TDSMAN for use by clicking on the checkbox…
Process of Software Installation and Registration
Software Installation and Registration » Process of Software Installation and Registration
TDSMAN operates on the .NET framework of Microsoft. If the system already has the .NET framework in place, TDSMAN gets installed directly, otherwise, the .NET framework and its components are installed followed by TDSMAN. TDSMAN Installation Process To install the…
Import from Excel / CSV for Salary Details
Importing of External Data » Import from Excel / CSV for Salary Details
To import data from Excel/CSV for Salary Details, follow the steps given below: Create a Blank Excel/CSV sheet Enter data in the sheet Validate and import data from the Excel/CSV sheet The specified actions can be accomplished through either of the two available…
Company/Deductor Master
Masters » Company/Deductor Master
In Company master, the detail of all the companies/ deductors for which the return has to be prepared is created. In order to access the company details, click on the ‘Add Company’ from shortcuts or click on Master>Add Company on the top left of the screen, as…
Software Update
Utilities » Software Update
From time to time updates will be released on TDSMAN based on statutory changes, user feedbacks and bug corrections, if any. The software can be updated both online (internet connection required) and offline. For updating the software, click on Utilities > Update…
Import from Excel/CSV
Importing of External Data » Import from Excel/CSV
To import data from Excel/CSV workbook, follow the steps given below: Create a Blank Excel/CSV sheet Enter data in the sheet Validate and import data from the Excel/CSV sheet The specified actions can be accomplished through either of the two available options,…
Selection of Parameters for filing the Returns:
Regular Returns » Selection of Parameters for filing the Returns:
The following screen appears after the selection of Form 26Q.: Figure 5-2 Parameter for Filing Returns The following important parameters should be selected for a return: Financial Year : Select the financial year of the return. Quarter : Select the relevant…
Import from Excel for Deductee Entry without Challan
Importing of External Data » Import from Excel for Deductee Entry without Challan
To import data from Excel for deductee entry without challan, follow the steps given below: Create a Blank Excel sheet Enter data in the sheet Validate and import data from the Excel sheet Create a Blank Excel Sheet A pre-defined format has been provided in the…
Preparation of Correction Returns
Preparation of Correction Returns
The regular return for any Form type that has already been submitted can be corrected using the ‘Correction Returns’ module. In Correction Return you can modify, add or delete existing information as per rules and limitations as specified by the Income Tax…
Quarter Wise Reports
Certificate & Report Printing » Quarter Wise Reports
Purpose This report is used to generate the details of all the records that have been submitted in a particular return. The user has to select the specific parameter son the basis of which the report will be generated. In order to view this report, click on Reports >…
IT Portal/NSDL Information-View Bin Information
Useful Links » IT Portal/NSDL Information-View Bin Information
The users can view the BIN details available with the department through NSDL. This is applicable only for Government deductors who use the Book Entry option for making payments. In order to so, click on IT Portal/NSDL Information > View Bin Information Online:- …
Predict Defaults
Regular Returns » Predict Defaults
This module is for calculating defaults for regular and correction return if any. In order to do this, click on the relevant Form No. for selecting the Return to check for possible defaults. Predict Defaults The following screen will get displayed: Predict…
Deductee without Challan entry
Regular Returns » Deductee without Challan entry
Normally one cannot enter Deductee without making a challan. However there is an option through “Preference” module where by enabling it one can enter Deductees without making a challan. The deductees needs to be tagged to the challan later before generating…
Download PDF Converter Utility to Generate 27D
TRACES Modules » Download PDF Converter Utility to Generate 27D
With the help of this module, user can download the PDF Converter Utility to generate 27D, directly from TDSMAN Online. Click on >Download PDF Converter Utility to Generate 27DTRACES Information
Verify Challans
Utilities » Verify Challans
This module is for verifying challans of any return with records of the Income Tax Department. In order to do this, click on Utilities > Verify Challans :- Verify Challans After selecting the ‘Return’, all the Challans are displayed as per the…
View Statement Status
TRACES Modules » View Statement Status
This module is used for viewing the status of the Regular & Correction Return (Statements) as submitted. In order to do this, click on TRACES Information > View Statement Status :- Enter the TRACES login details, after that select FA year, Form No. and…
Correction Log
Certificate & Report Printing » Corrections » Correction Log
Purpose This report provides the log for all changes made in the correction return wherein the old value and the changed new value both are displayed. It also displays the details of all the records that have been additionally added or deleted. In order to view this…
View Default Summary
TRACES Modules » View Default Summary
This module is used for Viewing Default summary. In order to do this, click on TRACES Information> View Default Summary :- For this one needs to enter the TRACES login details . Figure 9-12 Default Summary Figure 9-13 Default Summary If there are any…
Upgrade Software to Multi User
Utilities » Upgrade Software to Multi User
Multi User Upgradation: There is an option to make the TDSMAN Software as Multi User Software by adding clients to it. In order to so, click on ‘Utilities > Upgrade to MultiUser’ Multi User Upgradation The following interface will appear: Multi User…
e-Payment of Taxes
Utilities » e-Payment of Taxes
The e-Payment of Taxes is done online through the Income Tax Portal. We have integrated the IT Portal screens directly from the software. Click on ‘Utilities > e-Payment of Taxes’ e-Payment of taxes The following screen will get displayed: e-Payment of taxes…
Restore
Utilities » Backup and Restore » Restore
For restoration of backed up data, click on ‘Restore’. It will take you to following interface: Figure 10-21 Restore Here you have two options: Restore from archive Restore from specified location Each of the above is briefly explained…
Request for Defaults/Justification Report
TRACES Modules » Request for Defaults/Justification Report
This module is used for requesting Defaults/Justification report from TRACES. The system allows the user to request for ‘Defaults/Justification Report’ from TRACES containing data through TDSMAN interface. In order to do this, click on TRACES Information >…
Multiuser Upgradation and Client Registration
Software Installation and Registration » Process of Software Installation and Registration » Multiuser Upgradation and Client Registration
MULTIUSER UPGRADATION There is an option to make the TDSMAN software as multiuser software by adding clients to it. Click the menu ‘Upgrade to Multiuser’ under ‘Utilities’ menu. Multiuser Upgrade Enter the multiuser Serial No. and…
Correction Statement
Certificate & Report Printing » Corrections » Correction Statement
Purpose The report provides the complete set of instructions that is required to correct the return which was submitted earlier. In order to view this report, click on Reports > Corrections > Correction Statement :- Run Time Selection Criteria Select Correction…
Set Auto Backup
Utilities » Backup and Restore » Set Auto Backup
Backing up Data is important and should be done on a routine basis. TDSMAN provides an option for setting up Automatic Data Backup based on the frequency and time as specified. This means that the system will automatically take the backup on the specified date and…
Form 16 – Tax Computation (Bulk)
Regular Returns » Form 16 – Tax Computation (Bulk)
While placing or importing data in Annexure II (Salary Details) in Form 24Q, the user also enters the ‘Tax Payable’ value for each employee. On the interface of Annexure II, for each employee record, one can cross-check the entered ‘Tax Payable’ value with the…
Backup
Utilities » Backup and Restore » Backup
Through this utility, you can backup your data and also restore the same back as and when required. In order to do this, click on Utilities > Backup/Restore/Compress > Backup :- This will take you to the following interface: Figure 10-18 Backup Select the…
Employee Master
Masters » Employee Master
In Employee master, the details of the employees are created. Once the employee is available in the master, then the same will be available in the help window of the transaction screen of Form 24Q. Note : Whenever a user enters a new deductee in transaction module,…
Compress DB
Settings » Compress DB
The TDSMAN software provides its users, the facility to help prevent and correct the database file to optimize the performance. Click on Utilities > Backup/Restore/Compress > Compress Database Size :- The following screen gets displayed : Click on Compress.…
PAN Name Extractor
TRACES Modules » PAN Name Extractor
This module provides the option to verify PANs by extracting the name linked as per the records with the Income Tax Dept. Further, it also checks for the ‘Inoperative’ status. In order to proceed, click on ‘TRACES Information’ > ‘PAN Name Extractor’ …