Company Import - Genius ITR

[mitulpanch]

sample sheet

[mitulpanch]

Name => Company Name PAN => Required AADHAAR => Company Custom Field GSTIN => add if possible DOB/DOI => Company Custom Field Address => Company Address Mobile => Contact Mobile Email => Contact Email Salary => Not sure what to do Form No => ITR-Return Service Link Covered under Tax Audit => if "Yes" Tax-Audit Service Link

[mitulpanch]

Ignore row if PAN is Missing

[mitulpanch]

All Software Imports are just for adding new Company, Editing existing companies are not supported Verified / Approved over phone with @vinpahilwani / @sureshsirvi

[mitulpanch]

for all Software Import Discussed behavior

Company => if GST is provided => Save PAN and GST both append pan if not present create new if gst pan not matching / gst is different

1st priority check of gst 2nd pan 3rd name

Contact => create new if Phone or email not matching

1. check phone
2. check email
3. check exact name

[Avinash-ecb]

Fresh import working correctly, all done

[Avinash-ecb]

When there is number in company name, then contact name will be firstname lastname