Import Process

📘 Share Capital Import Process

This guide outlines the steps to import share capital details into the software using an Excel template.

🧭 Step 1: Navigate to the Share Tab

Open the client software.

Click on the "Share" tab from the main menu.

📥 Step 2: Download Excel Template

Go to Subscribed → Share Capital section.

Scroll to the bottom of the page.

Click on "Download Excel Template" to get the format for share capital data entry.

📊 Step 3: Import Share Data

Fill in the share details in the downloaded Excel file.

Navigate to Import → Import from Excel under the Share Capital tab.

Upload the completed file and follow the on-screen instructions to import.

🧾 Step 4: Update Holder Categories After import, go to the Holder List.

Select the category for each shareholder (e.g., Promoter, Holding Company, etc.).

🔄 Step 5: Manage Changes in Future Years In subsequent years, if new shareholders are added or existing ones retire:

Go to Tax Transfer Logs under the Share Capital tab.

Make necessary adjustments to reflect changes in shareholding.