How to create My company for Return filing

After login user will be redirected to the desktop page

Here, There are two types of initial actions are available: Import your customer and Create your customer

Import your customer:
- If you have a customer list in bulk then you can import your customer by clicking on Import Your Customer button.

Import company pop-up will open and you need to click on the Download Sample file button to add your customer company data.

Now, select the sample file to edit and insert the data accordingly into it.
Once you prepare data in the sample file, click on the Upload button.

After uploading, go to the My Company page to view the progress bar displayed for the import process.
Once the data is successfully imported, all your customer companies are displayed on the My Company page.

Create your customer:
- If you have limited customers and want to add it manually, then click on Create your Customer button.

Now, a pop-up will be shown where you can enter your customer GSTIN Number.
Once you enter the GSTIN number, it will automatically fetch and display the name of your customer company.

The Create button generates and displays your customer company name successfully.

Both actions are available on the My Company page making it easier to process.

Updated on October 26, 2024