7.1. Import from Excel

To import data from an Excel workbook the follow the steps given below:

• Create Blank Excel sheet
• Enter data in the above sheet
• Validate and import data from the excel sheet
  

Create Blank Excel sheet

A pre-defined format has been provided in the Regular Return Menu. In order to do this, click on Regular Return > Import from Excel > Create Blank Excel Sheet :-

The following window will be displayed:

Select the relevant to a TDS / TCS Form and the relevant file type i.e. xls or xlsx files. Save the same in the selected destination folder.

Enter data in the created Excel sheet

Provide the Challan and Deductee details in the Excel workbook as per displayed columns headers.

Note: Guidelines for placement of data are provided within the Excel workbook and should be strictly followed.

Validate and Import data from the excel sheet

In order to import the excel sheet, click on the option ‘Import from Excel’ and select ‘Import Transactions’.

The following window will be displayed:

Select the Financial Year, Quarter, Form No. and Company Name for which the data needs to be imported. Browse and select the Excel file and select the relevant Import type from the options provided. Cick on the button to validate the selected excel file. This file will be validated and only after successful validation, this file will be ready for getting imported in the software.

Note: Please ensure that the Excel workbook is correctly selected.

If there is any error in the selected Excel file, then the same would be displayed in a separate sheet in this file only.
Additionally, you can select the option of colour coding where in the errors will be highlighted using the different colour conventions.
Make the relevant corrections and save this document. Now once again you need to import the corrected excel sheet (as described above) and validate the same.

After validation is successful you will get the following interface where every Challan and its deductee detail can be checked and verified by user.

Once it is verified, you should click on button to start transferring data into the software database.

Note: The data gets transferred into the system only after ‘Import Data’ is clicked upon and confirmed subsequently.

After the import is completed you can go to the respective Form where the data was imported and you are ready to generate the file for return submission

Copyright © 2011 - 2022 | PDS Infotech (P) Ltd.