1. Sinewave Computer Services Pvt. Ltd. Page 1 7/2/2015 Taxbase New Features Index

2. Sinewave Computer Services Pvt. Ltd. Page 2 7/2/2015 Taxbase Home Automation Updates. When you come to TaxbaseLAN Home screen, you will see some new exciting updates like – Send Webinar Request, Callback Request, New Taxbase Version, New Features PPT & Auto backup of Taxbase.

3. Sinewave Computer Services Pvt. Ltd. Page 3 7/2/2015 Taxbase Home – Callback Request Now you can put request to Helpline for callback at a click of button. Simply click on “Callback Request” on Taxbase Home screen and write your query, attach file if you want to send some documents and click on “Submit”.

4. Sinewave Computer Services Pvt. Ltd. Page 4 7/2/2015 Taxbase Home – Auto Update of New Version Download latest version of Taxbase at a click of button. Simply click on “New Version Available” on Taxbase Home screen and it will start downloading latest Taxbase version as shown below.

5. Sinewave Computer Services Pvt. Ltd. Page 5 7/2/2015 Taxbase Home – Auto Update of New Version Once the updation process is completed, it will show the “Updated” Tab as shown below.

6. Sinewave Computer Services Pvt. Ltd. Page 6 7/2/2015 Taxbase Home – Auto Update of New Version Your Workstation copies of Taxbase can also be updated with latest version. Go To>> Miscellaneous>> User Parameters and give it a path as shown below, and it will be updated.

7. Sinewave Computer Services Pvt. Ltd. Page 7 7/2/2015 Taxbase Home – Webinar Session Request You can put direct request for Webinar Training Session from Taxbase itself. Simply click on “Send Webinar Request”, and you will come across webinar time table. Click on “Register” and your registration will be done. You will also receive email with link for Webinar in your registered email ID.

8. Sinewave Computer Services Pvt. Ltd. Page 8 7/2/2015 Taxbase Home – Automatic Backup of Taxbase You can take backup of Taxbase as and when required at a click of button. Simply click on “More” option and it will show you backup Location, Date & last backup date. You can also change the back up location if required.

9. Sinewave Computer Services Pvt. Ltd. Page 9 7/2/2015 Taxbase Home – New Features PPT We have provided you with facility to see, which new features are made available in Taxbase latest version. Simply click on “View New Feature PPT” and it will open latest Self-explanatory PPT.

10. Sinewave Computer Services Pvt. Ltd. Page 10 Make sure you have entered your Customer ID and password in “Options”. You can change password or buy SMS balance at the same place. 7/2/2015 Send Reminders/Greetings through SMS and Email

11. Sinewave Computer Services Pvt. Ltd. Page 11 7/2/2015 Go to >> Miscellaneous >> Send SMS. Send Reminders/Greetings through SMS and Email

12. Sinewave Computer Services Pvt. Ltd. Page 12 7/2/2015 Send Reminders/Greetings through SMS and Email Select Type of Reminder (Ex.- Advance Tax Reminders) and Group Or Assessee to send SMS.

13. Sinewave Computer Services Pvt. Ltd. Page 13 7/2/2015 Send Reminders/Greetings through SMS and Email It will display complete list of Assessee under the selected group. You can send SMS to all or selected Assessee.

14. Sinewave Computer Services Pvt. Ltd. Page 14 7/2/2015 Send Reminders/Greetings through SMS and Email SMS sent successfully and it will also have a record in “Sent MSG” tab.

15. Sinewave Computer Services Pvt. Ltd. Page 15 7/2/2015 Send Reminders/Greetings through SMS and Email E-Greetings >> Go to Application >> Customer Relations.

16. Sinewave Computer Services Pvt. Ltd. Page 16 7/2/2015 Send Reminders/Greetings through SMS and Email It will show you below templates with Message. Select the required Template and click on Preview.

17. Sinewave Computer Services Pvt. Ltd. Page 17 7/2/2015 Send Reminders/Greetings through SMS and Email For the first time, you need to configure your email ID with system through Configure Sender.

18. Sinewave Computer Services Pvt. Ltd. Page 18 7/2/2015 Send Reminders/Greetings through SMS and Email Click on “Finalize” and select Assessee whom you want to send E- Greetings and click on “Send”.

19. Sinewave Computer Services Pvt. Ltd. Page 19 7/2/2015 Send Reminders/Greetings through SMS and Email It will show following pop-up after sending E-Greetings.

20. Sinewave Computer Services Pvt. Ltd. Page 20 7/2/2015 Send SMS to Mobile If you wish to send SMS to your client from your own mobile, simply go to Send SMS and select your name and click on Ok. Now same message can be sent to your clients according to your SMS plan.

21. Sinewave Computer Services Pvt. Ltd. Page 21 7/2/2015 Return Record Register To check Return Record, go to – TDS>> Report>> Return Record Register. Here you will see the return filed or not filed report of an Assessee. You can take a print or send Email/SMS to Assessee regarding status of his return filing.

22. Sinewave Computer Services Pvt. Ltd. Page 22 7/2/2015 Tally Import Facility You can now import your Financial Statements – Balance Sheet or Profit and Loss Account from Tally directly. Simply go to Income Tax>> Income Details>> Other Form Data>> Balance Sheet. Select “Import From Tally” from drop down and click on “Ok”.

23. Sinewave Computer Services Pvt. Ltd. Page 23 7/2/2015 Tally Import Facility It will give you following message and if you click on Continue, all Financial Statement data will be available to you with Mapped & Unmapped Accounts details.

24. Sinewave Computer Services Pvt. Ltd. Page 24 7/2/2015 Upload Documents for Your Customers Save Log In credentials of your TaxbaseSuite Website in “Options”

25. Sinewave Computer Services Pvt. Ltd. Page 25 Go To>> Miscellaneous>> Taxbase Home>> Select Name Of Customer as shown below. 7/2/2015 Upload Documents for Your Customers

26. Sinewave Computer Services Pvt. Ltd. Page 26 Select the document which you want to upload and click on “Documents Send To DMS” 7/2/2015 Upload Documents for Your Customers

27. Sinewave Computer Services Pvt. Ltd. Page 27 Your Customer will log in with his details to your website. 7/2/2015 Document Access for Customers through Customer Log In

28. Sinewave Computer Services Pvt. Ltd. Page 28 7/2/2015 After Logging into account, customer will click on Document Management as shown below. It will show all the documents uploaded by Tax Professional. Document Access for Customers through Customer Log In

29. Sinewave Computer Services Pvt. Ltd. Page 29 7/2/2015 You can send all Income details to your TaxbaseSuite – Income Tax. Make sure you have entered your Username and Password of TaxbaseSuite as shown below. Send Income Details to TaxbaseSuite

30. Sinewave Computer Services Pvt. Ltd. Page 30 7/2/2015 After that, go to Income Details and you can directly send below shown Income details to TaxbaseSuite once you click on “Send Income Details to TB Suite”. It will give you popup of Details Sent Successfully as below. Send Income Details to TaxbaseSuite i

31. Sinewave Computer Services Pvt. Ltd. Page 31 7/2/2015 Now you can see your Income Details online in TaxbaseSuite – Income Tax. Enter your Log-In details as Admin as shown below. Send Income Details to TaxbaseSuite i

32. Sinewave Computer Services Pvt. Ltd. Page 32 7/2/2015 After Log-In to TaxbaseSuite, select - Income Tax Module >> Select Assessee as shown below. Send Income Details to TaxbaseSuite

33. Sinewave Computer Services Pvt. Ltd. Page 33 7/2/2015 Once you select Assessee, it will display all the Income Details received from Taxbase. Send Income Details to TaxbaseSuite

34. Sinewave Computer Services Pvt. Ltd. Page 34 eTDS File Validation Utility (FVU) for validating TDS returns from F.Y. 2010-11 version changed to 4.1 which is applicable from 4 th Jan 2013. 7/2/2015 File Validation Utility (FVU) 4.1 and 2.137 Incorporated

35. Sinewave Computer Services Pvt. Ltd. Page 35 7/2/2015 eTDS File Validation Utility for validating TDS return prior to F.Y. 2009-10 version changed to 2.137 which is applicable from 4 th Jan 2013. File Validation Utility (FVU) 4.1 and 2.137 Incorporated

36. Sinewave Computer Services Pvt. Ltd. Page 36 7/2/2015 To download.TDS files go to >> Efiling >> Request/Download.TDS (Conso.) file. You will come across below screen. Click on Send Request tab as shown below. Request & Download.TDS Files

37. Sinewave Computer Services Pvt. Ltd. Page 37 7/2/2015 It will show the progress bar and once its done, it will give you pop-up as below. When you download the.TDS file, it is Password protected, which is – “Your TAN No_ Request ID” Request & Download.TDS Files

38. Sinewave Computer Services Pvt. Ltd. Page 38 Select TDS Module from Application. Then Go to E-Filing option and Click E-File. 7/2/2015 PAN Verification

39. Sinewave Computer Services Pvt. Ltd. Page 39 Select the respective Quarter and Form Name 7/2/2015 PAN Verification

40. Sinewave Computer Services Pvt. Ltd. Page 40 7/2/2015 Click on Not Verified PAN, then it will display you List of PAN’s which are not verified. Click on Check Box to select PAN for verification and then click on ‘Verify’. PAN Verification

41. Sinewave Computer Services Pvt. Ltd. Page 41 Then will be Directed to below Webpage and entered your respective details of the Deductor and then click on Login then you will get your PAN verification result. 7/2/2015 PAN Verification

42. Sinewave Computer Services Pvt. Ltd. Page 42 Go to ‘TDS’ Module from Application, select e-file under e-filing option. Now select the FY, Quarter and Form Name. You can see the Matched or Unmatched challan report when you click on it. 7/2/2015 Challan Verification

43. Sinewave Computer Services Pvt. Ltd. Page 43 Then it will display List of Challan’s which are not verified i.e. Unmatched Challan. Click on ‘Challan Verify’ button for Challan Verification. 7/2/2015 Challan Verification

44. Sinewave Computer Services Pvt. Ltd. Page 44 After ‘Challan Verification’, Verified Challan's i.e. ‘Matched Challan’s will go in ‘Matched Challan’ field. 7/2/2015 Challan Verification

45. Sinewave Computer Services Pvt. Ltd. Page 45 In case of invalid challan’s, software will display the message as a ‘Record Not Found’. 7/2/2015 Challan Verification

46. Sinewave Computer Services Pvt. Ltd. Page 46 Select TDS module from Application. Go to E-Filing option and Click E-File 7/2/2015 One Click CSI File Download

47. Sinewave Computer Services Pvt. Ltd. Page 47 After that you can see CSI File Downloading Path, click on ‘Download’ button. If you want view CSI File to go respective location given in the CSI File Path. 7/2/2015 One Click CSI File Download

48. Sinewave Computer Services Pvt. Ltd. Page 48 7/2/2015 To Download your ‘ITR V’ as a copy of acknowledgement against your return uploaded with IT department, Go to Taxbase >> Management >> Document Management. ITR V Download From Taxbase

49. Sinewave Computer Services Pvt. Ltd. Page 49 Click on ‘IT Website Download’, to get your ‘ITRV’ select ‘ITRV check Box’ and then click on ‘Download”. 7/2/2015 ITR V Download From Taxbase

50. Sinewave Computer Services Pvt. Ltd. Page 50 Then it will show, your all respective details with your ‘ITRV’. To view ITRV just click on ‘Document Format’ which is show in Blue color. 7/2/2015 ITR V Download From Taxbase

51. Sinewave Computer Services Pvt. Ltd. Page 51 In TDS Application >> Go To Data Entry >> eTDS Correction Statement >> Select FVU 2.137 or FVU 4.1. as required. 7/2/2015 One Click Validation of TDS Revised Returns

52. Sinewave Computer Services Pvt. Ltd. Page 52 1 - Select.TDS file 2 - Make necessary changes as required. 3 - Click On “Generate” as shown below. 7/2/2015 One Click Validation of TDS Revised Returns

53. Sinewave Computer Services Pvt. Ltd. Page 53 When you click on Generate, it will display 3 paths as shown below. Enter the path and click on Ok, validation process will start. 7/2/2015 One Click Validation of TDS Revised Returns

54. Sinewave Computer Services Pvt. Ltd. Page 54 Once you click on Ok, Validation process will start, and will result in either Validation Successful or Error Found as shown in image. 7/2/2015 One Click Validation of TDS Revised Returns

55. Sinewave Computer Services Pvt. Ltd. Page 55 7/2/2015 TDS Monthly Salary Import/Export Facility (Multiple Employees And Months) In TDS Application, Go To Data Entry >> Monthly Details.

56. Sinewave Computer Services Pvt. Ltd. Page 56 If you wish to Export the salary details for July, Aug and Sep, click on Export and then on Ok as shown below. 7/2/2015 TDS Monthly Salary Import/Export Facility (Multiple Employees And Months)

57. Sinewave Computer Services Pvt. Ltd. Page 57 Add all the salary details for Jul, Aug, Sep month in XLS file as shown below. 7/2/2015 TDS Monthly Salary Import/Export Facility (Multiple Employees And Months)

58. Sinewave Computer Services Pvt. Ltd. Page 58 Now, back on Monthly Salary Income, click on Import and then Ok as shown below. The message box will appear with successful XLS import message. 7/2/2015 TDS Monthly Salary Import/Export Facility (Multiple Employees And Months)

59. Sinewave Computer Services Pvt. Ltd. Page 59 7/2/2015 Go to ‘Management’ option >> Notice Management Notice Management

60. Sinewave Computer Services Pvt. Ltd. Page 60 Then you will come on below screen, here click on ‘Configure’ Button to configure your e-mail account for downloading notices… 7/2/2015 Notice Management

61. Sinewave Computer Services Pvt. Ltd. Page 61 Then you need to click on ‘New Account’ to your e-mail account configuration 7/2/2015 Notice Management

62. Sinewave Computer Services Pvt. Ltd. Page 62 7/2/2015 Then choose your e-mail service provider from list Notice Management

63. Sinewave Computer Services Pvt. Ltd. Page 63 Then will be Directed to below Screen and entered your respective E-mail ID and Password, then click on ‘Save’. 7/2/2015 Notice Management

64. Sinewave Computer Services Pvt. Ltd. Page 64 Then it will show you, your E-mail account for Notices to download from your configured E-mail ID, click on close. 7/2/2015 Notice Management

65. Sinewave Computer Services Pvt. Ltd. Page 65 Then you will come to below Screen, where you have to click on ‘Download’ button, it will download your notices, to view these notices, click on ‘View’ button. 7/2/2015 Notice Management

66. Sinewave Computer Services Pvt. Ltd. Page 66 Then it will Display you below message and Attachment of your Notice, to view this attachment just you need to click on ‘View’ 7/2/2015 Notice Management

67. Sinewave Computer Services Pvt. Ltd. Page 67 Then it will show you, your respective notice. 7/2/2015 Notice Management

68. Sinewave Computer Services Pvt. Ltd. Page 68 Before we download bulk Form 16/16A, make sure that we have entered below marked details in place for Group/Assessee. 7/2/2015 Bulk Request and Download for Form 16/16A

69. Sinewave Computer Services Pvt. Ltd. Page 69 7/2/2015 Go To e-Filing>> Form 16/16A>> Download Bulk Form 16/16A. You will be prompted with a window shown below. From here you can send a request for Bulk Download & Download Form 16/16A. Bulk Request and Download for Form 16/16A

70. Sinewave Computer Services Pvt. Ltd. Page 70 7/2/2015 Auto Download of Missing RPT from Website In case any of your RPT files is missing, it will be automatically downloaded from our website. For Ex. If you want to print ITR-2, Click on Return of Income as shown in below image.

71. Sinewave Computer Services Pvt. Ltd. Page 71 7/2/2015 Auto Download of Missing RPT from Website Now tick on ITR-2 and then on “Print”

72. Sinewave Computer Services Pvt. Ltd. Page 72 7/2/2015 Auto Download of Missing RPT from Website Since RPT file is missing, ITR-2 will not be printed, now it will show you below message of “File does not exist”. So click on “Download”.

73. Sinewave Computer Services Pvt. Ltd. Page 73 7/2/2015 Auto Download of Missing RPT from Website Now, it will auto download the RPT file and now you can print the ITR-2.

74. Sinewave Computer Services Pvt. Ltd. Page 74 Go To Miscellaneous >> Import Data >> Select ITR Type from ITR 1 to ITR 6 as shown below. 7/2/2015 XML Import of ITR 1 to ITR 6

75. Sinewave Computer Services Pvt. Ltd. Page 75 Browse XML type (ITR 1 to ITR 6) from location. 7/2/2015 XML Import of ITR 1 to ITR 6

76. Sinewave Computer Services Pvt. Ltd. Page 76 7/2/2015 1 - Select Group and Assessee from list. Now click on Import, as shown below. 2 - You can also create new Assessee under existing Group by clicking on “Create New” check box as shown below. XML Import of ITR 1 to ITR 6

77. Sinewave Computer Services Pvt. Ltd. Page 77 Go To>> Taxbase Home >> Select Forms >> Form 3CD and Click on Show. 7/2/2015 XML Import of Form 3CD

78. Sinewave Computer Services Pvt. Ltd. Page 78 After that you will be prompted with below window of Form 3CD. Select option of Import From XML and click on Ok as shown below. 7/2/2015 XML Import of Form 3CD

79. Sinewave Computer Services Pvt. Ltd. Page 79 After that simply select path for XML file and click on Import and XML import process will be completed in seconds. 7/2/2015 XML Import of Form 3CD

80. Sinewave Computer Services Pvt. Ltd. Page 80 7/2/2015