How To Create New Company In Saral Tds -

To create a new company (file) in Saral TDS, you must set up the primary master details to enable the software's compliance modules. Steps to Create a New Company File

Open Dashboard: Launch the software and click the "+" (plus) icon located at the bottom right of the main dashboard.

Enter File Details: In the "File Master" window, input the Company Name, address, and contact information.

Enable Modules: Select the relevant modules for your business, such as TDS, GST, or Income Tax.

Deductor Master: Enter mandatory details including the TAN (Tax Deduction and Collection Account Number) and the relevant Financial Year.

Save and Configure: Save the information to navigate to the TDS dashboard, where you can then set up Deductee and Employee Masters. Alternative: Create from Existing File

If you are moving to a new financial year, you can carry forward existing data: Go to File → Create New from Existing.

Select the previous year's file and enter a name for the new financial year file.

Check the boxes for data you wish to carry forward (e.g., master records) and click Create. Key Features for New Companies

Master Management: Dedicated sections for Deductor, Deductee, and Employee masters.

Data Import: Bulk import details from Excel or existing FVU/Conso files via the Import option.

Automated Settings: Options for automatic tax computation and rounding off tax are configurable during initial setup. AI responses may include mistakes. Learn more Saral TDS: Reviews, Pricing, Features in 2026

To create a new company in , you must first create a new data file

. This file acts as the database for all your company-specific records, including deductor and deductee information. Step-by-Step Company Creation Open New File Window : In the main interface, navigate to the menu and select the Configure File Details

: Enter a name that helps you identify the company (e.g., "Company_Name_FY2024-25"). Server Name how to create new company in saral tds

: Select your database server from the dropdown (typically your SYSTEM NAME\RELYONDB ). If it's missing, click Authentication : If you need extra security, tick SQL Authentication . The default username is and the password is reladmin@123 Set Data Path : Click the Data File Setting

tab and use the three-dotted button (...) to choose where the database files (.mdf and .ldf) will be stored. Finalise Creation : Click the

button. The software will generate the file and then open the Company General Information Enter Company Information

: Fill in the mandatory details (highlighted in red), including: Company Name and Address. Responsible Person Details. and Company Type (essential for TDS filing). : Once all details are entered, click . You can now view this company under the Open Company option in the File menu. Alternative: Create from Existing (For New Financial Year)

If you already have a company and want to carry forward master data to a new year: Create New from Existing

Select the previous year's file and specify a name for the new file.

This will copy over all master details (Deductor, Deductee, etc.) so you don't have to re-enter them. import deductee data from an Excel sheet once the company is set up?

Create a new file from an existing file (for new FY) in Saral TDS 11-Feb-2022 —

How to Create a New Company in Saral TDS: A Step-by-Step Guide

Saral TDS is a popular software used for managing tax deductions, filings, and compliance in India. Creating a new company in Saral TDS is a straightforward process that requires some basic information about the company and its PAN details. In this article, we will guide you through the step-by-step process of creating a new company in Saral TDS.

Prerequisites for Creating a New Company in Saral TDS

Before creating a new company in Saral TDS, ensure that you have the following:

1. Saral TDS software: You need to have the Saral TDS software installed on your computer. If you don't have it, you can download it from the official website or purchase it from an authorized dealer.
2. Company details: You need to have the following details about the company:
   • Name
   • PAN number
   • TAN number (if applicable)
   • Address
   • Contact person details
   • Financial year details
3. Digital Signature Certificate (DSC): You need to have a valid Digital Signature Certificate (DSC) for the authorized signatory of the company.

Step-by-Step Process to Create a New Company in Saral TDS

Here's the step-by-step process to create a new company in Saral TDS: To create a new company (file) in Saral

Step 1: Launch Saral TDS Software

Launch the Saral TDS software on your computer. If you have multiple versions of Saral TDS installed, ensure that you are using the latest version.

Step 2: Click on "Company" and Select "Create Company"

On the Saral TDS home screen, click on the "Company" menu and select "Create Company" from the drop-down menu.

Step 3: Fill in Company Details

Fill in the company details in the "Create Company" screen:

• Company Name: Enter the name of the company.
• PAN Number: Enter the PAN number of the company.
• TAN Number: Enter the TAN number of the company (if applicable).
• Address: Enter the address of the company.
• Contact Person: Enter the name and designation of the contact person.
• Financial Year: Select the financial year for which you want to create the company.

Step 4: Enter Authorized Signatory Details

Enter the details of the authorized signatory:

• Name: Enter the name of the authorized signatory.
• Designation: Enter the designation of the authorized signatory.
• PAN Number: Enter the PAN number of the authorized signatory.

Step 5: Upload Digital Signature Certificate (DSC)

Upload the Digital Signature Certificate (DSC) of the authorized signatory.

Step 6: Verify and Save Company Details

Verify the company details and click on "Save" to save the company details.

Step 7: Create Company in Saral TDS

Once you have saved the company details, Saral TDS will create a new company with the entered details. Saral TDS software : You need to have

Step 8: Configure Company Settings

Configure the company settings as per your requirements:

• Tax Deduction Details: Enter tax deduction details, such as tax deduction limit, tax deduction rate, and tax deduction frequency.
• Employee Details: Enter employee details, such as employee name, PAN number, and date of birth.

Common Issues Faced While Creating a New Company in Saral TDS

Here are some common issues faced while creating a new company in Saral TDS:

• Invalid PAN number: Ensure that the PAN number entered is valid and correct.
• Invalid DSC: Ensure that the DSC uploaded is valid and not expired.
• Duplicate company name: Ensure that the company name entered is not already existing in Saral TDS.

Troubleshooting Tips

Here are some troubleshooting tips:

• Check software version: Ensure that you are using the latest version of Saral TDS software.
• Check system configuration: Ensure that your system meets the minimum system requirements for running Saral TDS software.
• Contact Saral TDS support: Contact Saral TDS support team for assistance if you face any issues.

Conclusion

Creating a new company in Saral TDS is a straightforward process that requires basic information about the company and its PAN details. By following the step-by-step guide outlined in this article, you can easily create a new company in Saral TDS. If you face any issues, refer to the troubleshooting tips or contact Saral TDS support team for assistance.

FAQs

Q: What are the prerequisites for creating a new company in Saral TDS? A: The prerequisites include Saral TDS software, company details, and Digital Signature Certificate (DSC).

Q: What are the steps to create a new company in Saral TDS? A: The steps include launching Saral TDS software, clicking on "Company" and selecting "Create Company", filling in company details, entering authorized signatory details, uploading DSC, verifying and saving company details, and configuring company settings.

Q: What are common issues faced while creating a new company in Saral TDS? A: Common issues include invalid PAN number, invalid DSC, and duplicate company name.

Q: How can I troubleshoot issues while creating a new company in Saral TDS? A: Troubleshooting tips include checking software version, checking system configuration, and contacting Saral TDS support team.

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4. Post-Creation Checklist

• [ ] TAN entered correctly
• [ ] Financial year and return type selected
• [ ] Company address & PIN correct
• [ ] Test by adding one deductee and generating a dummy FVU file

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3. Saving the Company

Once all details are filled in, click the Save button (usually located at the bottom or top right of the window).

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Common Troubleshooting / Tips

• Duplicate Entry: If you try to create a company with a PAN and TAN that already exists in the software for the selected Financial Year, Saral TDS will prompt you that the company already exists. You should "Open" the existing one rather than creating a new one.
• Migration: At the start of a new Financial Year (e.g., April 1st), Saral TDS usually has a "Migration" feature. You do not need to create the company from scratch every year. You can right-click the previous year's company and select "Migrate to [New Year]" to carry forward master data.
• Validation: Before entering deductions, click the "Validate" button on the company screen to ensure the PAN/TAN format is correct.

Step 1: Open Saral TDS and Go to Company Menu

1. Launch the Saral TDS software on your system.
2. On the Home Dashboard, look for the Company or Master menu at the top.
3. Click on Create New Company (or sometimes labeled as Add Company / New Entity).

Pro Tip: Do not click on “Open Company” – that is for existing companies only.

Step-by-step creation (typical flow)

1. Log in to Saral TDS with an admin account.
2. From the dashboard, go to Company or Master menu and choose Create New Company (label may vary).
3. Enter basic company details:
   • Company Name
   • PAN (mandatory)
   • TAN (mandatory for TDS)
   • GSTIN (if applicable)
   • Date of incorporation / financial year start
4. Enter registered address and communication details:
   • Address
   • Phone / Email
   • Contact person / authorized signatory
5. Enter statutory/bank details:
   • Deductor category (e.g., Company, Individual)
   • Assessing officer / jurisdiction (if required)
   • Bank account number, IFSC (for challan mapping)
6. Configure TDS settings:
   • TDS rates or link to appropriate payment/section codes (if Saral requires manual mappings)
   • Payment modes and challan preferences
   • Default financial year / quarter settings
7. Upload supporting documents (PAN, TAN) if prompted.
8. Save the company profile and verify details in the company list.
9. (Optional) Create user accounts and set permissions for accountants, tax reviewers, or payroll admins.