In the Employee option, all the details of the employee, under a company, are stored. Once the employee is created in the setup, it will appear in the help window of the transaction module of Form 24Q.The user will just need to select the employee from the help window to populate the details of the employee in the required fields.
Note: Whenever a user enters a new employee in the transaction module, its master gets automatically created.
In order to access employee, Click on Setup > Employee option as displayed below:
The following screen appears:
The list of all the employees that has already been defined in the CA-TDSMAN software is displayed here.
In order to add a new employee, click on the Add button given at the top of the screen.
CA-TDSMAN software gives the option to import the new employee(s) details through Excel Import by clicking at this option.
CA-TDSMAN software gives the option to import the new employee(s) details through CSV Import by clicking at this option.
In order to edit the existing employee data, click on the EDIT Button given at the right side of the screen.
The entire employee details screen is displayed and explained below:
The above screen shows the following fields of employee information:
Employee Name (mandatory): Enter the name of the employee.
Employee PAN (mandatory): Enter the PAN No. of the employee.
Employee Category (mandatory): Select the category from the dropdown list provided.
Employee Ref. No.: Enter the company’s reference no of the employee
Employee Designation: Enter the designation of the employee.
Delete an Employee -
With the help of this option, user can ‘Delete’ an existing employee from the List of Employees.
• Add Employee Data Using Excel
Employee data can be prepared in Excel Sheets and then imported into the system. This would save effort in entering data through formats of the software interface. Click on Excel Import .
The following screen will get displayed:
• Download Excel Format
Employee data needs to be provided in a structured Excel format. In case the format is not available, this needs to be downloaded from Download Excel Format option .
After downloading the Excel format, the company details have to entered in the worksheet. It is recommended that after entering the data in the downloaded excel sheet, ‘Save’ the data with a different file name so that the original empty excel sheet can be reused for adding other employee details.
Now, select this Excel file by clicking on ‘Choose File’. Click on ‘Validate Excel’
Click on lmport Excel button to upload the data in the system. (Please ensure proper format of excel file is used, otherwise it will display error) Following is displayed below:
On successful importing of the employees, the following screen is displayed:-
Click on .’Close’.
Add Employee Data Using CSV:
Employee data can be prepared in CSV Sheets and then imported into the system. This would save effort in entering data through formats of the software interface. Click on CSV Import :
The following screen will get displayed:
• Download CSV Format
Employee data needs to be provided in a structured CSV format. In case the format is not available, this needs to be downloaded from Download CSV Format option.
After downloading the CSV format, the employee details have to entered in this CSV file. It is recommended that after entering the data in the downloaded CSV file, ‘Save’ the data with a different file name so that the original empty CSV file can be reused for adding other employee details.
Now, select this CSV file by clicking on ‘Choose File’ . Click on ‘Validate CSV’.
Click on Import CSV button to upload the data in the system. (Please ensure proper format of CSV file is used, otherwise it will display error) Following is displayed below:
On successful importing of employees, the following screen is displayed:
Click on ‘Close’
Need more help with this?
CA-TDSMAN - Support