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3CD e-filing automated From AY electronic filing of Form 3CD has been made mandatory. Winman CA-ERP has automated all online processes relating to 3CD e-filing which are given below. Registration of CA as a Tax professional on the e-filing websiteRegistration of CA Add CA to the List of CA of the Assessee (This process is done automatically by the software at the time of e-filing of 3CD) Auto login to CA user account Auto-filling of data available in CA-ERP file to website page Uploading of xml file Approval of e-return by the Assessee Downloading e-return processing status etc.
Modified Data Entry Required changes have been made in the 3CD window of the software. Sub-tables have been redesigned to suit the e-return schema. Further, list items have been inserted or changed.
Steps of 3CD e-Filing 1. Enter the required data in 3CD and IT computation window of Winman CA ERP 2. Generate e-Return by clicking on picture in 3CD window. The software will list out the errors, if any and those errors need to be rectified. Once the e-return is generated, the software will directly login to IT e-filing website and required details like User ID, PAN of the CA, PAN of the assessee will be filled automatically. Auto-selection of the xml file will also be done. However, in the IT e-filing site you will be prompted to do the following. 3. Sign the return using Digital signature of the CA 4. Attach Signed B/S and P&L a/c in PDF format 5. Click submit to upload the return 6.After the e-return is uploaded, software will automatically login to Assessees account and relevant page where the assessee has to approve the return uploaded by the CA will be kept open for approval. 3CD e-return process is complete, only on the approval of assessee.
Pre-requisites for electronically filing of Form 3CD are; 1.Valid digital signature of CA. 2.Registering CA as a TAX Professional in the IT e-filing website. 3.Valid registered Digital Signature of the Assessee. 4.Signed Balance Sheet and Profit & Loss Account in PDF format. Pre-requisites for filing 3CD e-return
How to Register CA? 1.To register, go to Online menu CA Report e-Filing Register CA. Fill the required data in the Registration Form and click on Submit. 2.On submission of the details, an containing User ID along with an activation link will be sent to the ID provided while registering. 3.Click on the link provided in the to activate your e-filing User Account. Note down the User ID given in the for your future reference. 4.On successful activation, you can login with the User ID and commence e- filing. Online registration of CA in IT website as a TAX Professional is possible directly from the software!
Points to note while registering 1.Refer to your ACA certificate only 2.Enter the date of admission 3.Ignore the date of issue of the certificate
Along with the 3CD xml file, it is mandatory to upload B/S and P&L a/c in PDF format i.e. entire B/S in one PDF and entire P&L a/c in another PDF. A tool to convert documents into PDF format is provided in the software. Scan all the required documents. Then, go to Tools menu in the software Others Image to Pdf convertor and follow the instructions displayed. Convert B/S and P&L a/c into PDF directly from the software!
DATA ENTRY IN WINMAN CA ERP Open the 3CDwindow In the home page of the software go to the menu bar and click on the 3CD icon. No duplication of data entry To avoid duplication of data entry, data which are available in IT computation window are directly taken to 3CD window. For such items links to access the sub- tables are provided in 3CD window. Therefore, you can directly open sub-tables by clicking on the picture in 3CD window and modify their values from 3CD window, without navigating to the IT Computation window. All such items like Chapter VIA deductions, Depreciation details, most of the details in Annexure I etc. are grouped separately.
Excel Export/Import Now you can export/import data from Excel for the following 3CD sub-tables by clicking on the picture Employees contributions to PF / other funds Payments to specified persons u/s 40A (2) (b) Hundi borrowings by non-a/c payee cheques Section 69D Particulars of loans/deposits u/s 269SS and 269T Details of non compliance of TDS provisions Stock Details – Details of Traded Goods/ Raw Materials/ Finished Products. Error link utility Data validation has been done in most of the fields to avoid incorrect data entry. However, if any error is encountered while generating the e-return, the software will list all the errors in one table. If the error pertains to a single cell, then on double clicking the error message, the software will take you to the relevant cell.
Auto CA Login If you once login to the e-filing website through the software, your User Name and password will be saved in the CA-ERP database. Therefore, no need to again enter the User-name and Password every time you login to file 3CD e-return of any of your clients. 3CD e-return uploading Date of uploading audit report It is mandatory to provide the date of uploading of audit report while filing the corresponding Income Tax return. So, if you have filed the 3CD e-return through Winman CA ERP, the date of uploading will automatically appear in the Income Tax return.
e-Return Processing Status Now, you can easily obtain the information about the Processing Status of 3CD e-Return along with that of IT in a single click through the software. To download, go to Online menu e-Return processing status Download – All assessees or Current assessee. Once the download is complete, the status report of all assessees will be shown in Excel. To view the e-return processing status report which is already downloaded, go to Online menu e-Return Processing status Show all assessees report.
How can I verify the details appearing in 3CD e-return file (Xml)? To verify the details, you can generate paper return of 'Form 3CD'. To do so, go to 'Forms' menu 3CD - paper return. Whether any corresponding schedules have to be attached along with B/S & P&L a/c? No specific instruction is given by the Department. However, if required, create the PDF file of B/S and P&L a/c along with their relevant Schedules and then attach it while uploading the e- return. Is it possible to file Form 3CD revised return? As of now, no provision has been made by the department to file revised 3CD e-returns.
I want to show values in 3CD which are different from the values to be shown in ITR by the assessee? Fill details required for 'Form 3CD' return in computation window of the file and save the CA ERP file. If later you want to change computation values for ITR return, open the saved file make the required changes go to 'File' menu 'Save as'. The file with the changes will now be saved as a separate file. I have forgotten my CA login User ID. What do I do? CA login User ID will always be in the following format : ARCA (i.e., ARCA followed by 6 digit membership number of the CA (in case of 5 digit CA membership no. prefix membership no. with 0 (zero).
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