Income Tax Return Review

Timer

Staff Name

Unique ID

Date

CRN*

Ticket ID*

Select Client Name*

's Email

Agar Client ke email me example.com hoga to apko submit ka option nahi milega. TO phele email correct kardo aur phir bhejdo

Resend Email

Resend Review Email to client

Individual/Other than individual*

Individual and HUF
Other Than Individual

Select*

Has business income
No Business Income

Old or new Regime*

Old
New

Tax under old regime*

Tax under new Regime u/s 115BAC*

Chosen Regime (lower of Old/New Regime)

Select*

Verification*

Verify NAME in the form 16 and/or bank statements provided
Verify YEAR in form 16 is A.Y./ form 16 and/or PERIOD bank statements is for
No Form 16
No Bank statments

Status*

NRI
Resident

CR Incharge

's Email

Client email Read?*

Only attachment in Client emails-no written matter
Written matter -no attachment in client email considered
Both Written Matter and attachment found in client email and considered
No email - Personal Visit etc of client

Number of emails from client related to this work?*

Salary from navy*

yes
no

HRA Exemption calculation

Total amount of HRA Received	Amount of Basic Salary PER MONTH as per payslip	Number of months for which HRA Received	Rent Paid for per month	Amount of HRA exemption as per Winman	Attach HRA Calculation	Actions
						Edit Delete
There are no Entries.

Maximum number of entries reached.

Amount of HRA in right hand side of form 16? (Pls calculate exemption)*

Amount NGIF Hosuing Loan and HBA in right hand side of form 16*

Verified in Payslip*

Technical Allowance Received and exemption claimed
Submarine/Diving/Flying allowance/Sea going allowance Allowance recevied and exemption claimed as High Risk area allowance
Technical Allowance received but no exemption claimed taken
No Technical allowance Received in this case
Submarine/Diving/Flying allowance/Sea going allowance Allowance received but no exemption claimed
No submarine/ diving/seagoing/Flying allowance received in this case
Uniform(Dress) Allowance Received and Exemption claimed - Please keep expense proofs for the same
No uniform (Dress) allowance Received - If Received and spent let me know to claim exemption

Transport Employee*

yes
no

Type*

Reason for Original ITR*

This Message will go to Client

Select if applicable

Complimentary - No fees
Audit Party - No advance
Prime Client - No advance
Advanced Received

Total Amount Recd (including amounts paid for other client)*

Select if applicable

Payment Receipt already sent to client

Email sent code*

Amount Received includes paid on behalf of others?*

Yes
No

Details of other client amount*

Client Name	Work Type	Other Client amount

Actual Amount recd

Amount Received Mode*

Cash
Cheque
NEFT
Cash/Cheque Direct deposit

Paper Cash vch No.*

No.*

Cash Receipt Vch No {:80} SIGNED BY AVE?*

Yes
No

Reason for Cash Vch Not signed*

Tally Rcpt Vch No.*

If Recevied twice - then write both voucher numbers

Date of Receipt*

Bank in which Recd*

Tally Owner*

Estibeiro And Associates
Taxsense Solutions
Olivia Estibeiro
Preeti Estibeiro

Upload karne ke steps: Ye Step Income tax Second step ke baad hi karna he. Usse pehle nahi.

Client ko review keliye 2 document bhejte he: Excel aur Word. Excel file ko computation bolte he. Aur word file ko ITR bolte he. Ye dono file winman se automatic generate hote he. Niche dekhiye kese karna he.

1. Open Winman CA E-ERP. Then File->Open pe click karo

2.2019-2020 ka window open hoga - Window me niche File name me client ka naam type karo. - Type karte karte - automatic naam dikhega - usse select karo aur open pe click karo. Agar read only message aata he - to file khula he dusre PC pe. Agar dusre PC pe khula nahi he to Winman ko band karke chalu karo. aur phir try karo open karne

3. Phir Forms->E-return pe click karo. E-return generate hoga. E-return may koi errors aate he to wo errors ko solve karna he. Dhyaan DENA KI E_RETURN (matalb .xml file) Ko KABHIBHI galti se bhi SAVE NAHI KARNA HE - ye stage pe.

4. Tax payable ka message agar aata he to chalega - aur koi error nahi hona chahiye. Phir Niche 'Generate E-Return' ke baju me 'close' button he uspe click karo

5. Sab errors nikal ne ke baad Excel Computaion generate karo - Iskeliye - Go to File ->export to excel->Save->excel file ko desktop pe save karna he - Comp ke naam se...eg: Rahul Comp. Save karte waqt dhyaan dena ki aap .xlsx (matlab excel file) ko save kar rahe ho

6. ITR generate karne keliye- click on forms->Paper Return->tax payable ka agar error aata he to chalega->click Generate Paper Return->Word file ko save kardo desktop pe-ITR ke naam se.eg Rahul ITR. Save karte waqt dhyaan dena ki aap .docx file (matlab word file) ko save kar rahe ho

7. Ye dono file - Rahul Comp aur Rahul ITR ko niche field me upload kardo. Open karke check Karo. Excel file aur Word file open hone chahiye.

Generated E-return and Checked*

I have generated the E-Return and checked - no other errors have been reported - so no further data needed from client

's Computation Excel File

ITR

Upload Computation and ITR

Drop files here or

Attach Computation (Excel File) - Old Regime*

Attach Computation (Excel File) - New Regime*

Attached Paper Return (ITR) Word File*

Any other file (as needed)

Any othe file (as needed)

Website

List test for checkboxes in email

Column 1
	Yes

Select Questions to be sent to Client*

Sr. No.	Notes

Select Questions to be sent to NRI Client*

Sr. No.	Notes

Select as applicable - Email note to Client

TDS in your case has not been updated Online - we will need to wait to Upload your ITR until the TDS is reflected online, provisional calculations attached
The IT department has not yet released the Paper and E-Returns Schemas for this year- have prepared the computation - the ITR can be uploaded after the Schemas are released - We wll keep you posted - Until then hear are the calculations

Email points for NRI (untitled)

This years ITR needs you to disclose the country in which you primarily reside. Please let me know
Tax Number in the country of your residence
No. of days you stayed in India during FY 18-19
No. of days stay in India during the last 4 years (See your Passport for visit stamps to calculate the days)

26AS Break Up*

Total of 26AS must match Amount Total

Section	Section in ITR	Net Amount	TDS amount	Updated upto which date	Date till which 26AS updated

26AS update verification

Reason*

Specify other reason*

Last years ITR*

Filed by us
Filed but not by us
Not filed

Original ITR*

Filed by us
Filed but not by us

L.Y. Details

A.Y.	CRN	GTI	Chp. VIA Deductions	TI	Tax Result	amount	Reverse Calculation	Actions
								Edit Delete
There are no Entries.

Maximum number of entries reached.

C.Y. Details

A.Y.	CRN	GTI	Chp. VIA Deductions	TI	Tax Result	Justification of tax payable or Refund	amount	Actions
								Edit Delete
There are no Entries.

Maximum number of entries reached.

Total TDS in current year*

Hidden field for challan attachment

Select if you want to send tax challan to client

Yes, send tax challan to client

Tax Challan as generated from winman*

Last years sale entry for same work booked in which Tally*

Last year sales entry Tally Vch Number*

Tally Owner for *

Estibeiro And Associates
Taxsense Solutions
Olivia Estibeiro

Sales vch no.

Hidden to configure 50 lac email

Send Email to Client for Assets and Liab If Total income is more than 50 lac*

Yes
No

Date upto which Assets and Liab needed*

Tax Status

Client liable to pay advance tax for next year?*

Yes
No

Total Advance Tax Amount for the year*

Advance Tax Installment

AIR (AIS in winman)*

AIR (AIS in Winman)

No Data Available

Details of AIR*

Income Type	AIR Amount	Client Amount	Higher of Client/AIR	Description

TAKE HIGHER OF AIR or Client Amount always

Details of others in AIR (if any)

Existing Compliance/Demand

Log in - Compliance - View and Submit Complinace

Log in - E-file - Response to outstanding Demand

Also Check Worklist after Log in

Compliance Portal (Diff from Compliance)
View and Submit Compliance
Demand
Pending Action under Work List
No Compliance or Demand and No Action in Worklist
SFT
NO SFT

No. of Years of *

Enter Total number of compliance and demand years combined

Details of existing compliance/Demand/L.Y.Refund*

Sr. No.	Select	CRN	F.Y.	A.Y.	Amount	Replied	Note, to client

Email Client about Outstanding Demand*

We can see that there are some Outstanding demands under your PAN which we will deal with after filing your tax Returns-Please remind us to send you the details

Notes to Client, If any

Hidden to prevent 44AD and 194J error

Income Tax Return ITR Salary/Retired Review Step

Step 1 of 2

Sr. No	Note