Create Business
How can I Add a Business?
Click on tab of "+"button
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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
- 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
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After entering necessary information, click on Create Business
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A message will appear as "Business Information saved successfully".
And you have to select your TAX software. And click on Continue button
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Fill date of birth and click on Continue button
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What Mandatory fields are required?
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
- Contact no
- Address
- PIN Code
- Country
- State
- City
In order to access Business, Click on Tax button
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Enter the First Name, Middle Nam, Last Nam, Date of Birth/Formation and PAN and click on Save button
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Click on Go to dashboard
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Now Tax button turn into blue color and ready to use. Click on same button to open Tax software.
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A popup message will appear, click on OK.
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It will redirect to the Company Information Page, click on Submit.
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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
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After click on Next button, Part B tab will appear select Yes/No from part B and click on Submit.
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It will redirect to the Tax Personal information page.