7.2. 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 options, 1. Excel or 2. CSV both of which are explained below:

Create a 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/CSV > Create Blank Excel Sheet :

Import From Excel/CSV - Create Blank Excel Sheet

The following screen will appear:

Create blank Excel sheet

Select the Financial Year. Import Type (24Q – Salary Details) and the relevant file type i.e. xls or xlsx files. Select the Excel File Path to Save the same in the selected destination folder.

Enter data in the created Excel sheet

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

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

Validate and Import data from Excel:

To import the data from Excel sheet, click on the option ‘Import from Excel/CSV’ > ‘Import Transactions’ > Excel

Import Transactions - Excel

The following screen will appear:

Validate Excel

Select the Financial Year, Quarter, Form No. and the Company Name for which the data needs to be imported. Select the Excel file and choose the relevant ‘Import Type’ applicable. Click on ‘Validate Excel File’ to proceed with the data validation in Excel file. In case of errors encountered, it will be listed out in one of the worksheets of the Excel file. Further, if ‘Color Coding for Errors’ has been opted for, errors will also be marked in ‘color’ in the relevant data cells.

One needs to make corrections in the Excel sheet and again ‘Validate’ in a similar manner.

Once, the validation is successful (with no errors), the data is displayed in the format as under:

Import Excel

All data as in the Excel file can be viewed in the interface above. The data can be browsed through the content to ensure that data is being displayed. Once satisfied, click on ‘Import Data’ to transfer it 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.

Validate and Import data from CSV

Go to Regular Return > Import from Excel/CSV > CSV

Import Transactions - CSV

The following screen will get displayed:

Validate CSV File

To get the pre-defined format of the CSV formats, select the Financial Year, Quarter and Form No. followed by clicking on . . One will need to specify the location where the format needs to be downloaded. Two blank CSV sheets (Deductee & Challan) will get downloaded into the system.

Providing data in CSV format

Provide the Challan details in the Challan CSV format and Deductee Details in the Deductee CSV format. Once these are ready, one is now ready to Import data.

Validate and Import data from CSV

On the same interface as above, select the CSV formats in Challan and Deductee file path section and choose the relevant ‘Import Type’ applicable. Click on ‘Validate CSV File to proceed with the data validation as provided in the CSV formats. In case of errors encountered, it will be listed out in a HTML file.

One needs to make corrections in the CSV and again ‘Validate’ in a similar manner.

Once, the validation is successful (with no errors), the data is displayed in the format as under:

Import CSV

All data as in the CSV file can be viewed in the interface above. One can browse through the content to ensure that data is being displayed. Once satisfied, click on to transfer it into the software database.