Create Business

Click on tab of "+"button

You are required to fill following fields:-

• Organisation/Client type
• Whether have Business?
• Name of Client/Business
• Business Legal name
• Industry type
• Business name alias
• PAN or Other
• GSTIN
• CIN number
• Date of Birth/ Formation
• Email
• Contact number
• PIN Code
• State (Auto filled as per the selection of Zip Code)
• City (Auto filled as per the selection of Zip Code)
• Address

After entering necessary information, click on Create Business

A message will appear as "Business Information saved successfully".

And you have to select your TAX software. And click on Continue button

Fill date of birth and click on Continue button

For creating a Business you are required to fill some mandatory fields such as:-

• Organisation/Client type
• Whether have business?
• Name of Client/Business
• Business Legal name
• Industry type
• PAN
• Date of Birth/Formation
• Email
• Contact no
• Address
• PIN Code
• Country
• State
• City

In order to access Business, Click on Tax button

Enter the First Name, Middle Nam, Last Nam, Date of Birth/Formation and PAN and click on Save button

Click on Go to dashboard

Now Tax button turn into blue color and ready to use. Click on same button to open Tax software.

A popup message will appear, click on OK.

It will redirect to the Company Information Page, click on Submit.

After clicking on Submit button, a pop up message will appear as "Please help us in selection of applicable ITR for you by providing the following information." Select Yes/No from Part A and click on Next

After click on Next button, Part B tab will appear select Yes/No from part B and click on Submit.