eForm Expert
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1. 2 Multiple Row sheet In these sheets no of rows can be extended depending on the users requirement Add Row Delete Row and Copy Row options can be used for this purpose eForm Expert How to fill up Income Tax Form Each sheet has various fields which may be open for editing or locked All locked fields are always displayed in grey color and fields which are in white background color are open for users editing Editable fields can be of different data types 1 Alphanumeric Fields These fields are of alphanumeric type and any kind of data can be feeded in upto maximum defined length Maximum length varies from field to field and is predefined eFormExpert will not let user input more than defined length 2 Numeric Fields These fields are of numeric type User is required to input numeric data upto predefined length Maximum length varies from field to field and is predefined eFormExpert will not let user input more than defined length 3 Date Fields These fields are of date type User is required to input date in these fields Doble clicking these fields opens up date selector for easy input of data Date must be put in DD MM YYYY format in these fields 4 Dropdown fields These fields have predefined options for selection These options are displayed in dropdown for users input Clicking on any field displays its type and maximum allowed length for each field Field help Alphanumeric Field Minimum Length 10 Maxinium2. Mobile FAX Emal Purchased From Installed by Your login details User Name Password Repeat Password i on Of to nghin 2 Manual Registration lf Automatic registration is not possible due to unavailability of internet connection on the computer Manual registration can be done For Manual registration user is required to put software key For this software key a product code is automatically generated by the software User is required to visit www sensysindia com for registration and register him using software key On registration page user is required to put product code against which registration no is generated This registration no is required to be put in the registration screen in the software How to run eFormExpert How to run eFormExpert Installation of eFormExpert will install the software on your computer and will create a shortcut on the desktop of your computer Clicking on this shortcut will run eFormExpert Sensys eFormeExpert Panel Select Assessment ear Assessment Year 2008 2009 coe Select the appropriate Assessment Year and click on Select to start the eFormExpert application eForm Expert Li eFormExpert Home page F ln i cori apri Veron SAS Soltware Kay ro Hi g hegmr iy Asheri bsr P ezn DF tur Other bilimini Draciivakr GF About GF Anio pdate Gk Which Form ih appicaide comerrt Previews VE his O Trosbirshaot Pei cE Soltware Version 20ers Sche
3. Length 10 It may be noted that few alphanumeric fields have minimum length amp maximum length defined and few of them have only maximum length Fields which have eForm Expert ee minimum length defined are those fields which must have at least minimum length characters as input from user Fields which do not specify minimum length have no restriction on minimum character length Automatically Calculated fields There are various automatically calculated fields in the form which are automatically recalculated in case of change in users data input These fields are always displayed in grey color indicating locked fields Hence can not be manipulated Formula for recalculation is inbuilt User Navigation 1 Across Sheet User can use Up Arrow Down Arrow Left Arrow Right Arrow to navigate in a sheet Enter has different characteristics depending on type of current sheet Generally it moves to immediate down position in Predefined format sheet And it moves to immediate right field in case of Multiple Row sheet till the end of current row 2 Across workbook a Tab User can click on the tab which is displayed at the bottom of the form for movement between in the sheets b User can navigate using CTRL Page Down amp CTRL Page Up Keyboard keys to navigate between sheets c User can also take help of Sheet List option provided at right top corner of the form This option displays list of sheets User can select desired sh
4. Register 3 How to run eFormExpert 4 eFormExpert Home Page 5 Various Menu Options 6 How to fill up Income Tax Forms 7 How to Navigate 8 How to Save Form 9 How to Validate Form 10 How to Prepare Electronic Return 11 How to Prepare Paper Return 12 Other utilities 13 Auto Update eForm Expert Installation of eFormExpert Installation Steps For eFormExpert 1 Insert eFormExpert CD in to CD Drive eFormExpert09 10 E TEX File Edit view Favorites Tools Help ay Back w Search Key Folders Ei we Folder Sync Address E v Go x Files Currently on the CD Ei Desktop E My Documents A K gi n 3 Bi ae Adobe Reader Java 6 Se Local Disk C 8 10 S Local Disk D eFormExpert09 10 E B Control Panel 1J Nokia Phone Browser a USB Video Device E a My Network Places 2 Recycle Bin Folders 2 Choose setup exe from the CD drive and double click to run it 3 Follow instructions on the screen and choose Next when prompted eForm Expert Installation of eFormExpert fe eFormExpert InstallShield Wizard Welcome to the InstallShield Wizard for eFormExpert The InstaliShield R Wizard wil install eFormExpert on your computer To continue click Next WARNING This program is protected by copyright law and international treaties ie eFormExpert InstallShield Wizard Customer Information Please enter your information
5. Address Pincode Tel No C Advance Tax Sell Assessment Tax C Tax on Regular Assessment Surtax Tax on Distributed Profits of Domestic Companies C Tax on Distributed Income to Unk Holders Income Tax C PaidinCash Surcharge C Debit to A c Education Cess Cheque No Dated Interest yee mo Penalty Others Total Challan Dated 1 Bime cca 10 Convert Previous Year File This option can be used to convert previous year income tax return files to current year format Assessee details are automatically pulled from previous assessment year files saving great amount of time 11 Frequently Asked Questions It contains answer to various frequently asked questions eForm Expert How to fill up Income Tax Form How to fill up Income Tax Form Choosing New Form or Open Form leads to below screen ITR file is opened for manipulation and filling up of income tax return data This screen closely resembles excel with various additional options Below are the sheets which are predesigned with built in validations User chooses each sheet one by one and fills up the required data These sheets are designed as per the income tax forms notified by income tax department each year There are two types of sheets in the form 1 Predefined Format sheet Rows and Columns in these sheets are predefined e g General Information Sheet has predefined input and can not be exteneded or modified in any form
6. E SANSAD MARG Ew f unn om 7 BSR Code List This option lists BSR code of various banks and their branches BSR code is required to be filled up in details of advance amp self assessment taxes paid BSR Code List Bark Branch BSR Code Enter search string Bark BSR Code ALLAHABAD BANK Agaitala 210482 ALLAHABAD BANK Agra 210127 ALLAHABAD BANK Agra City 210128 ALLAHABAD BANK Agrs University 210129 ALLAHABAD BANK Amhbagh 210567 ALLAHABAD BANK Apa Road 211882 ALLAHABAD BANK Alambagh 210580 ALLAHABAD BANK Abgarh 210133 ALLAHABAD BANK Aligarh Samad Rd 210525 ALLAHABAD BANK Alipore Branch 210022 ALLAHABAD BANK i 210164 ALLAHABAD BANK a 210611 210 Chose 8 Excel template This option can be used get the excel template for filling data in excel worksheets This option can be used to forward excel template to clients for filling up the data eForm Expert Various Menu Options 9 Print Challans This option can be used for printing various challans Details can be filled up manually or data can be retrieved from already filled of assessee files Once data has been entered challans can be printed This utility can be used for filling challans details on income tax website also Sensys cformExpert Prepare Challan Choose Challan Challan 280 Challan 283 Assessment Yea Data from ITR File INCOME TAX ON COMPANIES CORPORATION TAX C INCOME TAX OTHER THAN COMPANIES PAN Full Name
7. User Name Sunil Organization ensys Install this application for eForm Expert Installation of eFormExpert 4 Click on Install when finished ie eFormExpert InstallShield Wizard Ready to Install the Program The wizard is ready to begin installation If you want to review or change any of your installation settings click Back Click Cancel to exit the wizard Current Settings Setup Type Typical Destination Folder C Program Files Sensys Technologies eForm1Expert User Information Name Sunil Company Sensys InstallShield Install i 5 Click on Finish when Prompted iz eFormeExpert InstallShield Wizard InstallShield Wizard Completed The InstallShield Wizard has successfully installed eFormExpert Click Finish to exit the wizard eForm Expert Installation Of Adobe PDF Reader Installation of Adobe PDF Reader is required to view forms in PDF format For installation of PDF Reader run Adobe Reader 8 10 exe from eFormExpert CD Follow instructions on the screen to install Adobe PDF reader Alternatively you can install latest version of Adobe PDF reader from www adobe com It is freely downloadable from this website Installation of Java Runtime Environment 6 JRE 6 Installation of Java runtime environment is only required if you wish to file income tax return online using Digital signatures For installation of JRE 6 run Java 6 exe from eFormExpert CD Follow instruction
8. are displayed to the user using two ways 1 Errors are highlighted in dark green color i _ Each erroneous field is highlighted in dark green color User can easily identify these fields and move their mouse cursor over these errors to get error information Fields can be modified immediately or On modification green color of field will disappear 2 Errors List Error list is provided to the users review User can go through these errors one by one and modify the field as per the error instruction Personalinfarmation erore When all the errors are sorted out error list 14 Col No will disappear and no field will have green Mo 16 Col Mo 17 Col No 18 Cal Na i 21 Col No io 24 Col Ne Wo 25 Col No 26 Cal Na o 27 Col No 25 Col No io 2 38 Cal Na o 40 Col No 44 Col No Oth rlafe errors background color Now ITR form is ready f or revalidation This process should be repeated until no error is found How to Prepare Electronic Return G G G G G G G G G G G Once the data is filled up in the form and validation has been done ITR form is ready for creation of electronic return User can click on Prepare Electronic Return button on right bottom of screen for creation of electronic return Preparing electronic return is three stage process 1 Validation of Form Form is revalidated for errors If any error is found process of creation of
9. arked Not Applicable There are various situations where user wants to marked certain part of ITR form as Not Applicable This can be achieved using this option User can simply selected the required area and use this option Using this option marks selected portion of the screen in yellow color which indicates that it is NA Area 7 Remove NA Mark If NA marking is not required it can be remove using this option 8 Import for Previous AY This option can be used if general information is to be imported from any previous year file 9 Add Multiple Rows This option is available if current sheet is a multiple row Sheet Add Row button available to the user adds one row at a time lf Users wants to add multiple rows at a time this option can be checked eForm Expert gg uto Update CALC Clicking on Calc launches Windows Calculator Cell Calculator Each numeric cell has calculator attached to it This calculator can be activated by pressing k from keyboard Auto Update eFormExpert software has unique Auto Update feature If new updates are available on Sensys website software automatically displays this information to the user User can click on Auto Update option available on home page of the software Auto Update downloads required files from internet and updates the software automatically On successful Auto Update version no of the software will change to a new version This can be verified from the home page of th
10. d to open existing forms which have been saved earlier This option launches open file dialog box where user can select the required file for opening 3 How to File This option explains several methods which can be used for filing your returns For Information purpose 4 Where to File This option takes you to income tax website where electronic returns can be filed 9 Which form is applicable This option explains which form is applicable for different types of assessee 6 MICR Code List This option lists MICR Code of various banks This MICR code is required to be filled up in the form if refund is opted for to be deposited direct to bank Various Menu Options MICR Code List Branch MICR Code Address Options Bark City i Oo pooo ooo Tooo Bark Chy Branch MICRCode Address ABN AMRO BANK BANGALORE BANGALORE 560030002 PRESTIGE TOWERS GR FLOOR 939 100 RESIDENCY ROAD BANGALORE 560025 ABN AMRO BANK CHENNAI MADRAS 600030002 18 1 HADOOWS ROAD CHENNA 600006 ABNAMRO BANK HYDERABAD HYDERABAD 500030001 6 3 248 1 1 A ROAD NO 1 BANJARA HILLS HYDERABAD ABN AMRO BANK KOLKATA BRABOURE RD 700030002 18A BRABORNE ROAD KOLKATA 700001 ABN AMRO BANK MUMBAI MUMBA BRADY 400030002 BRADY HOUSE 14 VEER NARIMAN ROAD HORNIMAN CIRCLE FORT MUMBA 400023 ABN AMRO BANK MUMBAI MUMBAI SAKHAR BHAVAN 400030004 SAKHAR BAHAVAN BEHIND OBEROI HOTEL NARIMAN POINT MUMBA 40021 ABN AMRO BANK NEW DELHI OLF CENTRE 110030002 OLF CENTR
11. e software eForm Expert
12. eForm Expert Software Solution for electronic filing of Income tax returns 7T R 1 7T R 2 3 4 We Have The Solution 6 7 TR 8 eT R V XML Format Income Tax Returns l l I I T LT R 5 l l I l Key Features eForm Expert e eForm Expert is the software designed for preparing Income Tax Return for eFiling of ITR 1 2 3 4 5 6 7 amp 8 e Suggested Tax Computation e nbuilt calculation for Section 234A 234B amp 234C e User friendly Input screens with field level validation e Automatic calculation based on user input e Validates amp Prepares Electronic Return in XML format at one click e n built validation as per XML Schema of department Prepares Hard Copy Return e Supports unlimited companies e Auto update facility to accommodate any changes from time to time OTHER SOFTWARES EasyPAY AssetExpert Payroll Management Software Effective Asset Management SUPPORT HELP LINE 022 66278600 10 Lines EasyTDS Service Tax hee J a TDS Management Software E7 Management Software an e orme een y non SEN SYS 1 amp 2 Manohar Bldg K V Chitale Marg Dadar West Mumbai 400 028 Tel 91 22 66278600 10 Lines Technologies Pvt Ld Email eform sensysindia com e Website www sensysindia com ee able of Contents 1 Installation a Installation of eFormExpert b Installation of Adobe PDF c Installation of Java Runtime Environment JRE 2 How to
13. eet eForm Expert a ow to Save ITR form d Apart from this User is also provided with Back button This button can be used by the user for moving to immediate previous used sheet e Links Various hyperlinks are available at appropriate places This links jump to related sheet based on user selection These links are displayed on blue color for easy identification Saving of ITR form is as easy as clicking on the Save button which is available at bottom left corner of the screen Behaviour of save button may vary as following 1 Saving for first time Clicking on Save prompts for save dialog box User can select appropriate folder and file name for saving the file File is saved in xls extension These files if required can be opened in excel also and any kind of data manipulation can be done 2 Saving for second time and onwards Clicking on Save simply saves the file under the existing file name No prompt is displayed How to Validate ITR forms are required to be validated before they should be printed for Submission or electronic return is generated For validation users can click on Validate button available at mid right bottom corner of the screen Clicking on this button validates all the sheets available in the form Hence user is not required to validate each sheet individually During the validation operation eForm Expert How to prepare electronic return if any data errors are found they
14. electronic return is terminated at this stage eForm Expert eee 2 Preparation of electronic return Electronic return is created based on the user input in forms and schema provided by Income tax department When above two stages are completed electronic return is ready for submission These two steps are done automatically and no user interference is required Before the 2nd stage is started user is asked for ITR file name Electronic return is stored under this file name in C SensysTax Folder E g if File name provided by the user is XYZ electronic return will be available at C SensysTax xyz xml How to prepare paper return Paper return can be printed using this button When user clicks on this button two options are provided to the user 1 Print Form Prints the Form in PDF format 2 Print Acknowledgment Prints the Acknowledgment of non e return Other Utilities Various other utilities are provided to the user in Help Menu available at right top corner of the screen These are listed as below 1 Show Sheet help This option displays sheet specific help 2 Show Field help This option activates deactivates field help 3 BSR Code List This option launches BSR Code list screen 4 MICR Code List This option launches MICR Code list screen 5 Auto Fit Row Height If this option is checked maximum row height is determined automatically and row height to set this value automatically eForm Expert 6 M
15. ma dated 19 04 bon Financial Year PEDA MHA Ace ement Tear 2004 000 aed icc dor bee atei ot Cik here fir Aeicernalie Merete of chor peri nip Linn 400 27 G27 70800 Til foreneyaindia cnm welaibe gt aa ae ney eis cca Update Nolficelion Kew Yeri of ePermExpert available Fane Upelais Pap deh Lins Bee rm ga TS Elna Figen Toes ot pet Piaj be Seal Several options are arranged on the menu displayed on the top area of the screen These are explained below 1 New Form This option can be used to create a new form Following screen is displayed for the users choice User can select any form as per the requirement and work with it eForm Expert Various Menu Options elect Hes Ferm ITA Form 1 For Individuals harvireg lecome trom Salaay amp Imie ITA Form 2 For Indrnidual amp HUF mot having bncome fom Furmati or Profetcion ITA F 3 For indmiduss HUF being pmtrers in hems and mot canying owl business or polearen under anp pieprmeborship ITA Form 4 For individuals amp HUF having income from a pieprietory business profession ITA Form 5 For umg ADP and Bils ITA Form amp For Companies other than comparees claiming cxcemption under section 11 ITA Form 7 Po peront including companies ioquited bo luirich retain under section TIAA o rection TIMAR of tacion TINAL of tacion TIAA ITA Fom 0 Fleturn for Foinege Renvedits Cancel 2 Open Form This option is use
16. s on the screen to install the Java 6 setup Alternatively you can install latest version of JRE from www java com It is freely downloadable from this website 4 eForm Expert How to Register Software How to Register Software Registration of the software is an important step towards running eFormExpert with full features activated Unregistered software will run for 15 trials with Save feature disabled There are two methods to register the software Before you start using Sensys eFormE xpert you need to register yourself on our website This registration can be done in two ways Demo Version will expire in next 6 tries Ps E N Yy 1 Automatic Registration 2 Manual Registration Tec liwologies Pvr Lid Continue in Demo Mode Cancel 1 Automatic Registration This is most convenient way of registration of the software Each software copy if accompanied by a unique software key User is required to enter this software key while doing the automatic registration and fill in the details and submit the form If internet connection is available on the computer software will automatically get registered Enter your software key here F Connect to Internet and Click on Ok to continue Ok Cancel How to Register Software P Sensys eFormExpert Automatic Software Registration Enter your software key here Company Name Ce Contact Person tis Address City State Pincode STD Code Phone 1 Phone 2
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