How to use Winman CA-ERP?

  • Simplified data entry with simple table designs
  • Easy to select Income heads
  • Built-in list items
  • Auto-recommendation of ITR forms
  • Instant help links, wherever necessary
  • Shows Errors & Warnings to avoid invalid data entry
  • Print the computation details/Export the data to Excel

And many more…

Generate IT e-return file

Generate e-return in a single click! An extremely user-friendly e-return filing tool!

  • List out errors / warnings for inappropriate data-entry
  • Auto-upload of e-return file
  • Easier access to Digital Signature Utility
  • Auto-generation of EVC
  • Auto-download of ITR-V

and many more...

Import ‘Form 26AS’ data

Entering the TDS data in IT return is really a tiresome job especially in case of large data. Using the 26AS import option available in the Winman CA-ERP, you can directly import data available in Form 26AS to TDS, Advance tax and Self-assessment tax tables of the software in a single click. Further, you can edit the data in Form 26AS if required, and then import the data to the software using the Excel import option.

Saves your precious time and effort!

Import data from previous year files

Forget about entering the basic details in CA-ERP file of each Assessee every year. Import all the previous year CA-ERP files to current year in a single click! On import, details like Assessee information, Bank account details, Closing WDV of your depreciable assets, Carried forward losses of previous years and many more details are imported to relevant CA-ERP file of the Assessee instantly. Saves your valuable time and effort!

Export Trial Balance to ITR

How much time do you require to prepare an ordinary B/S and P&L a/c from Tally accounts? Definitely not less than 1 to 2 hours. Isn’t it? Okay, now, do you want to do the same work within 15 minutes?

Simply import data from Tally and your Trial Balance is ready instantly! Generate P&L A/c and B/S in a click. Further, you can

  • Export data to Excel
  • Print B/S and P&L a/c
  • Re-import from Tally in a single click any number of times
  • Export the Trial Balance data to ITR Data entry window

and many more….!

Revised Return

Do you want to rectify any mistakes or omissions done in Original return?

No need to worry! You can always file a Revised return. Using Winman CA-ERP it is as simple as that to file Revised return. Just open the Original return file, enter the Date of filing original return and its acknowledgement number, make necessary corrections and generate the return. That’s it! The Revised file will be saved separately keeping the Original return file details intact.

Rectification Return u/s 154

Are you required to file a Rectification return in response to intimation u/s 143(1) or order u/s 154 issued by CPC? Just open the Original return file in CA-ERP, enter the ‘CPC intimation order no.’, ‘Ack. No. of original return’, etc., make necessary corrections and generate the return. The Rectified file will be saved separately keeping the Original return file details intact. Further, the software will auto-login to the relevant page of e-filing website and the Rectified e-return file will be automatically linked. Just select the Rectification type and reason and submit the return. That’s it!

Auto-import data from Firm/LLP file to Partner file

Need to file IT return of the partners along with Firm/LLP IT return? Winman CA-ERP avoids duplication of data entry wherever possible. Hence, data of partners’ available in Firm/LLP file such as Remuneration, Interest, Share of Profit (%) etc., will be auto-filled to Individual Partner’s file. Further, these data will be re-imported and kept up-to-date as and when you open the Partner’s file.

Relieves you from re-entering the data in each partner’s file!

Depreciation Table

Some of the fascinating features available in Depreciation Table:

  • Table expands as you make entry!
  • Easy selection of blocks with 'check-box' facility
  • Warning messages wherever required
  • Auto-transfer of Additions/Deletions to Form 3CD
  • Auto- calculation of Depreciation as per Income Tax Act
  • Option to enter Additions/Deletions in detail and many more....

MIS Report

MIS summary report is a user-friendly report generated in Winman CA-ERP which contains a list of all important details of all assessees, in a single Excel file. It helps a CA to list out each client’s PAN, address and contact details, Total income, Tax details, ITR return type, Status, etc. instantly.

The report is very flexible as it can be generated in seconds for any Assessment year, any Status of Assessee and also data can be filtered in the Excel file to get the desired data of particular client.

Change Data-path

You can easily change the data-path of the files saved by the software. In a few seconds, the new data-path will be set and all the existing files in the old data-path will be shifted to the new data-path. Saves your precious time.

Changes in Due Date of Filing return

IT return filing Due Date has been extended by CBDT? Then you may need to make necessary changes in month calculation of Interest u/s 234A / 234B, declaration of C/F Losses, etc. However, in Winman CA-ERP all the calculations are done automatically and Due Date changes are also immediately updated.

Still, if it is needed, you can manually change the Due Date as applicable for either single or mass files. All other changes will be done automatically.

Format Wizard/Surrender Registration before formatting PC

Don’t worry about losing Winman CA-ERP software and its data while formatting your PC/Drive. The Winman CA-ERP provides you to backup the data and software before formatting your PC. As well, you can surrender your registration (i.e. software license) before formatting. Once if you complete the format process, you can re-install the software and it will be automatically re-registered. Saves your Precious data!

Restore data from Backup files

Don’t worry if you have lost your tax files or any other Winman data! To avoid Accidental loss of data, Software automatically backup the data at regular intervals. You can restore the required version of backup files whenever required.

Disclose 'Part A-OI' of ITR without filling 3CD window

Are you not liable to file 3CD e-report or is 3CD already filed using other software? Do you want to enter only Tax Audit details, viz. 'Schedule Part A-OI' for ITR? If yes, then, there is an option to convert '3CD' window to 'OI' window in the Software. Through this option, you can enter Tax Audit details in ITR Data entry window without entering 3CD data.

JSON / XML Import

Import data from e-return (JSON/XML) file without any hassle using “Import from ITR JSON/XML” feature!

  • Import single / multiple e-return files
  • Import e-return file generated in different software
  • If only e-return file exists or Wintax file is lost, data can be restored using this option.

And many more…

Import Name as per PAN database

Know the name of assessee as per PAN database in a single click!

Get rid of the name mismatch error while filing ITR. Just click on the download icon in the table given against 'Name' in Home page. Pre-filled JSON file will be auto-downloaded & name as per PAN database will be auto-filled in the software.

User-friendliness….beyond your imagination!!

Import ‘Form 26AS’ large data

Know how to import Form 26AS data in case the data is large.

When Form 26AS data is large, it cannot be viewed from the IT e-filing portal. In such case, Form 26AS to be downloaded in ‘Text’ format from TRACES website. After download, data to be imported from the text file to Software.

To make it simpler for you, this video demonstrates the complete process.

Best-in-class usability...

3CD JSON import

Import data from 3CD JSON file without any hassle using “Import from 3CD JSON” feature!

  • Download 3CD JSON from IT website & import.
  • Import JSON file generated in different software.
  • Import already generated JSON files, in case of loss of Winman Tax file.

And many more…

File ITR-U u/s 139(8A)

Is ITR pending to be filed even after the last date? Or are you required to file an Updated return u/s 139(8A)?

Just click on 'File' menu of Winman CA ERP and select 'Updated return u/s 139(8A)', enter applicable details and click on e-return icon, that's it! Rest all the processes will be done automatically by the software.

Evolving with the changes as in ITR! Winman CA ERP for you…

TDS Report for Form 3CD

Now you can generate TDS report for Form 3CD without any hassle. In single click, consolidated files will be downloaded from TRACES website and TDS report as required to be disclosed in Form 3CD will be generated in a Excel file.

This data can be directly imported to 3CD window of Winman CA-ERP. Easy migration of data from Winman TDS to CA-ERP!

Form 3CD e-filing through Winman

Form 3CD – 3CA/3CB filing….! No more hectic with Winman!

Just generate e-return through the software and you will be navigated to IT website and other procedures mentioned below are done automatically:

  • Add CA
  • Assign Form
  • Accept/Reject Form – by CA
  • Attaching e-return, submission & verification with DSC
  • Acceptance/Rejection of Form uploaded by CA

3CD filing made easier by Winman…!

How to use Winman GST?

  • Simplified ‘Single window’ design
  • Master data register for repetitive items
  • Import from Excel / Tally - easier data entry
  • Generate e-Returns in a single click – fully automated filing process

Watch video to know more…

How to File GSTR 1?

Just enter the data in ‘Winman GST’ software in offline mode & upload the return (JSON file). Easier data entry & auto-navigation feature of this software will save your valuable time.

‘Winman GST’ has made this process easier and saves your valuable time and effort.

GSTR 3B - filing procedure

File GSTR-3B return easily. Only following steps are involved:

  • e-Return Upload
  • e-Payment of Tax
  • Set-off Liability (set off Tax paid & ITC to the Tax payable)
  • File (e-Sign)

Import Sales data from Tally

GSTR-1 data entry has become easier now!

Sales register data can be imported from Tally file to GSTR-1 tables of Winman GST software in a few steps. Saves a lot of time!

GSTR-9 Filing procedure

GSTR-9 is an annual return for Regular tax payers. It involves the following steps only:

  • Download auto-populated data from GST website
  • Update other data as per books
  • Upload e-return
  • File return

GSTR-9C Filing procedure

File the GST audit report GSTR-9C in few steps using Winman GST:

  • Download auto-populated data from GST website
  • Update other data as per books
  • Upload e-return with DSC
  • File return

Import / Export data from Excel

Already have GST data in Excel? Just export the Excel format available in the software, paste the data to the Excel format and import the same using 'Excel Import' option. This feature is very helpful in case of huge data which is already available in the Excel file. Great relief from re-entering the data!

Deleting the invoices

Do you want to delete the invoices which are already uploaded in GST website? No need to worry! In ‘Action’ column select ‘Delete’ from the list and upload the return. Invoice will be deleted in website and software. That’s it!

Import e-return Error Report to MS word

If the uploaded data is processed with error, the error report is available in JSON format within a Zipped folder in GST website. It is difficult to understand the error in JSON file. Therefore, software automatically extracts the data from Error report and shows it in Word format.

CMP-08 Filing procedure

Composition tax payers have to file Quarterly return in Form CMP-08. It is simple & easy process to file CMP08 in software. The steps are:

  • e-Return Upload
  • e-Payment of Tax
  • File return

GSTR-4 Filing procedure

GSTR-4 is an annual return for Composition tax payers. It is simple & easy process to file GSTR-4 in software. The steps are:

  • Download GSTR-4A data
  • e-Return Upload
  • e-Payment of Tax
  • File return

Reconciliation of GSTR 2B & Purchase register

Taxpayer can claim input credit of purchases only if invoices are reflected in GSTR-2B. However, the GSTR-2B data updated by sellers in GST website may not match the data as per Accounts books. Therefore, you have to download GSTR-2B, reconcile with data as per Accounts Books and compute the ITC available for the month. This task has been simplified in Winman GST by providing automatic reconciliation of GSTR-2B and Books data. Saves your precious time and effort!

Import Purchase data from Tally

Purchase register data can be imported from Tally file to GSTR-2A/2B tables of Winman GST software in a few steps. No need to manually enter the data. See the demo video to know more!

GSTR-1 Amendment

Once GSTR-1 return is filed, the same cannot be revised. However, there is an option to amend certain details in subsequent month’s return.

Watch this video to know the procedure to enter amendments details in Winman GST.

Quarterly Return Monthly Payment

Under Quarterly Returns with Monthly Payment (QRMP) scheme, taxpayer can file GSTR-1 & 3B return on quarterly basis and pay tax on monthly basis. Further, taxpayers can upload the invoices issued to regd. persons in 1st & 2nd months under 'Invoice Furnishing Facility (IFF)' at their option.

Let’s see how to file returns under QRMP scheme using Winman GST...

GSTR-1 JSON import

You can import data from GSTR-1 JSON file generated using other software to Winman GST in single click.

Need not worry about shifting data from other software to Winman GST.

How to use Winman-TDS?

  • Simplified data- entry. No Duplication
  • No navigation through multiple windows
  • Import data from Excel/txt file, if available
  • Built in list items wherever necessary
  • Form 24Q/26Q/27Q/27EQ

Revised TDS/TCS return

No doubt, the procedure of filing TDS/TCS Revised return is quite lengthy. In Winman-TDS the Revised return procedure is fully automated. Hence, when you place a request for Consolidated FVU file, all the required details in the TRACES website is filled automatically from the TDS file. Next, when you download the requested Consolidated FVU file, which will be in zipped format, it will be extracted by auto-filling the password and saved in Data-path.

Just import the FVU file to the Original return file, make the corrections and generate the return. Using Winman-TDS, Revised return is now simpler and faster!

Add new Challan to Revised TDS/TCS return

It’s no more problematic to add new Challan to already submitted TDS/TCS return! In Winman-TDS you have to just place a request for ‘Add Challan’ in the TRACES website and remaining steps will be automatically done by the software till the download of the Consolidated FVU file. Just import the Consolidated FVU file to the software, add deduction details for the new Challan, if any and file the Revised return.

Download ‘Form 16A’ from TRACES

The process of downloading ‘Form 16A’ from TRACES consumes lot of your precious time, as it includes placing request in TRACES by filling the requisite details, downloading the ‘Form 16A’ zip file and ‘Form 16A PDF converter utility’ of TRACES which is required to convert the zip file into PDF, entering the password and finally generating the ‘Form 16A’ PDF file.

In Winman-TDS, this procedure is fully automated. When you place request for download of ‘Form 16A’, login details and other requisite details are auto-filled. Next, when you download the file, all further process is done automatically by the software and the ‘Form 16A’ PDF file is generated instantly. Saves your precious time and effort!

Import / Export TDS data from Excel

Already have TDS data in Excel? Just export the Excel format available in the software, paste the data to the Excel format and import the same using ‘Excel Import’ option. This feature is very helpful in case of huge data which is already available in the Excel file. Great relief from re-entering the data!

Challan e-verification Tool

Check the correctness of the Challan details entered in the software by comparing them with the corresponding Challan details available in the IT or NSDL/Protean website. Using the Challan verification tool, you can verify all the Challan details in a single click. The Challan verification result of each Challan whether ‘Matched’, ‘Partially Matched’ or ‘Not Found’ will be displayed in a separate row. Just click on the result and correct the details.

Ensures accuracy of data!

Import Master data from Previous year

Once you enter the Master data in Winman-TDS, forget about re-entering the data again and again each year. Just import the previous year TDS file to current year. In a single click, the Deductor and Deductee details are imported to all the quarters of the current year TDS file instantly. No duplication of data entry!

TDS/TCS e-return

Filing TDS/TCS returns no longer tedious with Winman-TDS! Generate error-free returns in seconds. Just, fill data in the software either manually or import the data available in Excel and generate the return. Errors or Warnings if any will be listed out. Further, challan input file (.csi file) which is mandatory, will be automatically downloaded from NSDL website. The software generates FVU file as per NSDL format and automatically validates the same with NSDL Validation software. You can either upload the FVU file online in IT e-filing website or submit the same to TIN-FCs managed by NSDL.

PAN Validation Tool

Use this user-friendly tool available in Winman-TDS to check the authenticity of all the PANs of the deductees in a single click. Option is also available to get the respective PAN holder’s name as per IT department database. So get relieved from the tiresome work of validating each PAN. Saves your precious time and effort!

Download ‘Defaults’ file (Justification report)

In case of short deduction, short payment or late payment of tax by the Deductor, TRACES will issue ‘Defaults’ file, which has to be downloaded from its website. You can easily place a request/download the same from TRACES website. Software will automatically unzip the ‘Defaults’ file using ‘zip’ programs and password required to open the zip file. Further, the ‘TRACES Justification Report Generation utility’ is auto-downloaded to convert the file to Excel. Saves your precious time and effort!

Interest Calculation Report

Based on the data entered in the file, the software automatically calculates the interest u/s 201(1A)(i) for late deduction and u/s 201(1A)(ii) for late payment of tax. Detailed calculation will be reported in a Excel file and saved for your future reference. Generate auto-calculated Interest report in seconds!

Salary Details for Form 24Q-Q4 / Generate Form 16 Part-B / Form 12BA

Salary details of each and every employees’ can be entered in Winman-TDS without any hassle. Appropriate list items are provided wherever required. Items like House Rent Allowance (HRA), Exemptions u/s 10, etc., are auto-calculated. The relevant data will reflect in ‘Form 24Q’ of Quarter-4, ‘Form 16 Part-B’ and ‘Form 12BA’. You can also generate ‘Form 16 Part-B’ and ‘Form 12BA’ along with your TDS Return filing!

No duplication of Data Entry!

Auto-filled e-Challan / Paper Challan

Enjoy hassle-free payment of Tax deducted or collected at source! Pay tax online sitting in your home or office through auto-filled e-challan in seconds.

Winman-TDS saves your precious time and effort as all the requisite details are auto-filled in the e-challan page. You just need to enter your Bank account details and amount details. You can also pay taxes using the auto-filled paper challan generated in Winman-TDS, which can be readily printed and submitted to the Bank.

TDS/TCS Paper Returns

Generate Form 26Q/24Q/27Q/27EQ paper return for Original as well as Revised files in seconds. By generating paper return, you can also check the data of the e-return files and thereby avoid any mistakes in e-return.

Import data from e-return files

Option is available in the software to import the data from ‘.txt’ file which is created while generating the return. Further you can also import data from consolidated FVU files. Hence, if you want to import the data from ‘.txt’ file generated in any other software or if you have lost the original TDS file, this feature will be of great use. No need of re-entry! Saves your precious time and effort!!

Export Salary data to Winman CA-ERP

Do you have the Salary details entered for Form-24Q in Winman-TDS software? Then just export those data to Winman CA-ERP for IT return filing purpose. Income from Salaries, Income from Other sources, Deductions under Chapter VI-A, Investment u/s 80C, CCC, CCD, Relief u/s 89, TDS & many more details are imported in few seconds. Details of each Employee is imported to separate CA-ERP files and saved in your data-path.

Saves your precious time and effort!

Import data from Winman CA-ERP to Winman-TDS

Do your Winman CA-ERP files contain information on the income tax returns of employees? Then stop manually entering these employees' salary & chapter VI-A information into Winman TDS! Because, salary details and Chapter VI-A deduction details can be imported directly from CA-ERP to ‘Deductee’ and ‘Salary’ window of TDS!

Saves your precious time and effort!

Generate Short TDS report

If there is any shortfall of TDS/TCS deducted, Challan amount utilised, TDS on Salary or any Invalid PAN in your TDS return, there are chances of receiving a notice from CPC.

To avoid such notice, in Winman TDS, option is given to generate a report containing details of:

  • Short/Excess TDS/TCS deducted
  • Short/Excess Challan amount utilized
  • Short/Excess TDS on Salary
  • Invalid or unverified PANs

This option relieves you from the risk of getting a notice. TDS/TCS filing made easier..!

E-Return Processing Status

Now you are just one click away from knowing the status of e-return. You can view the status, as well as download and save it for future reference.

To know the status, in Software, go to Online and select ‘e-Return Processing Status - TRACES’.

Download Challan details

Challan details required for the TDS/TCS returns will be available in the NSDL website after 3 days of payment. However, it is tiresome to enter the details each and every Challan manually.

To relieve from that difficulty, ‘Download Challan details’ option is given in the Software. Just right click on any cell of the Challan window and select ‘Download Challan details’. Enter necessary details and Challan details will be imported directly to Challan window.

Saves your precious time….!

TDS Report for Form 3CD

Now you can generate TDS report for Form 3CD without any hassle. In single click, consolidated files will be downloaded from TRACES website and TDS report as required to be disclosed in Form 3CD will be generated in a Excel file.

This data can be directly imported to 3CD window of Winman CA-ERP. Easy migration of data from Winman TDS to CA-ERP!

Know the applicability of Sec. 206AB/206CCA to Deductees

Section 206AB and 206CCA mandate tax deduction or collection at a higher rate if a 'specified person' has failed to file income tax returns for the previous two financial years. While Section 206AB deals with TDS (Tax Deducted at Source), 206CCA is applicable for TCS (Tax Collected at Source) at a higher rate.

To know whether the section 206AB /206CCA are applicable to a deductee, a right-click menu is given in Winman TDS. Through this feature, knowing the applicability of section 206AB/206CCA is made easier. You can download the applicability for single deductee or all deductees at once.

Winman TDS…! TDS return filing made simpler…

E-Filing of TDS/TCS returns

E-Filing of TDS/TCS requires to logging into IT e-Filing portal, selection of applicable Form & other details, e-Verification, etc. What if all these actions are done automatically by Software? So easier isn't it?

Yes… E-Filing TDS/TCS returns are no longer tedious with Winman-TDS! Generate & file error-free returns in seconds. The software generates FVU file as per NSDL format and automatically validates the same with NSDL Validation software. You can either upload the FVU file online in IT e-filing website or submit the same to TIN-FCs managed by NSDL.

Also, after uploading the return, the Acknowledgement Receipt of Income Tax Forms is auto-downloaded and the RRR no required to file future TDS/TCS returns is saved in the Software.

Import Salary details from Excel

You can make salary window data entry through Excel import option. Enter all the employee details like Name, PAN, Designation, etc. in ‘Salary’ sheet & import the Excel file to the software. There is 'Instructions' sheet in the Excel format, to assist you further.

Salary data entry made easier through Winman TDS….!

Import / Export data from Excel – For Revised return

Learn how to update the details in the Revised TDS return using the 'Excel Export / Import' option!

Only additional Deductee / Deduction / Salary details can be imported using the 'Excel import' option in the case of a Revised return. This video demonstrates how to use the feature in simple files as well as files with numerous corrections.

Let's take a look....