Method 3: Excel Import
So you have collected all the Tax Entity information in your Excel and you are ready to import all of it into Cloud Accounting!
1. Just head over to ‘Tax Entity’ maintenance and download the Excel template.
2. Key in all the required information. All fields are required except
SstRegistrationNumber, TourismTaxRegistrationNumber and BusinessActivityDescription.
3. Click ‘Select File’ and click ‘Import’ at the bottom.
4. If there is any error, it will display the error and guide where to fix it.
For example, the TIN No is missing, you can either manually key in the TIN No, or fix the Excel template and import again.
After importing the data successfully, it is time to map the Tax Entity to your debtor.
5. Go to ‘Customer’ maintenance and start mapping by click on ‘Tax Entity’, and just select the Tax Entity accordingly!
You are done!
If you want to key in manually or use our GET Tin functions, kindly click on the links accordingly!
As long the BRN or TIN is new (different from existing data in Cloud Accounting), it will auto create a new Tax Entity.
By : Seck Voon 240822