import and export of deduction and challan

In this post, we will be seeing the process of import and export of deduction and challan details to/from Saral TDS.

Importing the details:

The details that can be imported from an Excel template (provided in the software) as are below;
• In Form 26Q – Deductor, Deductee Master, Deduction, Challan
• In Form 24Q – Deductor, Employee Master, Deduction, Challan, Salary Details, Chapter VIA details
• In Form 27 & 27EQ – Same as Form 26Q

Before importing the details to the software, ensure to download the template form the software and enter the details in the applicable column-sheet of the excel template.

To download the template, go to Entry Forms under Import/Export and click on the required Form

import and export of details in saral tds 1- to import template
Here, we are selecting Form 26Q. On click, you will be asked for the type of excel template required.

Here, we have two types of the template;

With master: Options provided to enter Deductor, Deductee Master, Deduction and Challan
Without master: Options provided to enter Deductor, Deduction and Challan

import and export of details in saral tds 2- types of template
Note: Enable Show Pan in ID Column to make PAN Number of the deductee as the unique Identifier instead of deductee serial number.

We will be taking up With Master template for the explanation. After selecting the required option, click on Open which will open the template and be saved as required.

As mentioned earlier, this template will have 4 sheets.

import and export of details in saral tds 3- master template
Enter all the mandatory fields which are highlighted in Grey colour. The different sheets are:
Deductor – Details of Deductor. This sheet controls the data import to the different quarters i.e. the data will be imported according to the quarter selected in this sheet.

import and export of details in saral tds 4- deductor details
DedMaster – Details of Deductee Master. On import, the master details will be created.

import and export of details in saral tds 5- details of deductee
Deduction – Details of Deduction for the particular quarter. Here, if Show Pan in ID Column is enabled, then enter PAN of the deductee as the Deductee Identifier.

import and export of details in saral tds 6- details of deduction
Challan – Details of Challan for the particular quarter.

import and export of details in saral tds 7- challan details
Note: Few points to be watchful while entering details in excel template;
1. External data paste should always be done as Value. Direct paste (Ctrl +V) will lead to an error on import
2. The date has to be in dd/mm/yyyy format
3. PAN has to be in AAAAA1111A format
4. Linking challan to deduction is optional in excel. If required, the same can be done in Column L of Deduction sheet.
5. Part Payment link cannot be done in Excel.
6. The Serial No. in all sheets, expect deductor, has to be the running number for each quarter.

Once when all the details are entered, import it to Saral TDS. To import the details go to Excel Import under Import /Export and select Form 26Q.

import and export of details in saral tds 8- to import/export
On display of Import window, enable Import based on PAN, if PAN is selected as unique identifier. Next, click on Open – Existing Excel File with Data.

import and export of details in saral tds 9- import window
Note: Ensure to keep only the data excel file open to avoid data mismatch or data import failure.

Once the Excel file is opened, click on Find Errors in Open Excel File to identify any format error in data.

import and export of details in saral tds 10- to find the error
If there are any errors or warnings are present in the file, a window will pop up with all the details. Make sure to go through all the errors and warning and rectify them.

Double click on the list will navigate to the error in the excel file.

import and export of details in saral tds 11- correction of errors
Note: It is very import to have Zero error before continuing to import the data.
On rectifying all the errors and warnings, a no error message will be displayed. Now, continue to import the details. Click on Import Data on the display window.

import and export of details in saral tds 12- to import data
Before importing the data, you will be asked on which sheets of the excel needs to be imported. Select all or the required sheets and click on Import.

import and export of details in saral tds 13- sheets to import
Note: If data is already present in the software and is required to be overwritten, then enable Overwrite option.
On successfully importing the details, the message will be displayed for the same.

The process runs the same in case of data being imported from Without Master template too. The difference being that Deductee Master cannot be imported in this case.

In case of Form 24Q, additional sheet for details is available which can be used for Quarter Four return filing.

import and export of details in saral tds 14-for more details

The additional details are;

Salary – Monthly/Quarterly/Yearly Salary details entry as per the settings are done in the software
Other Details – Details of other sources of income, Chapter VIA deduction are entered here
Perquisites – Details of any perquisites given to the employees
NSC – Details of NSC as declared by the employee
SalMoreDetail – Details of Other information like PAN of the landlord, loan lender are entered in this sheet

The import process of Form 27Q & Form 27EQ is similar to that of Form 26Q.

Exporting the details:

To export the software available details to Excel file, go to Excel Export under Import/Export and select on the required form.

import and export of details in saral tds 15- import/export window
Similar to templates download, select the required type of excel i.e. With Master or Without master. Also, select the quarter from which the details are to be exported.

import and export of details in saral tds 16- select type of excel
Note: Enable Show Pan in ID Column to show PAN Number of the deductee as the unique Identifier instead of deductee serial number.

Click on Export to export all the relevant details to an excel file and save the same in the required path.

In case of details to be exported from Form 24Q, select the required quarter and details of salary to be exported and click on Export.

import and export of details in saral tds 17- to export details
This completes the process of Importing and Exporting the details in Saral TDS.