How To Create New Company In Saral Tds May 2026
Saral TDS will ask you to confirm a few operational settings:
Make your selections and click Finish or Save.
To create a new company: Masters > Company > Fill PAN/TAN/Name > Select Status & FY > Save.
Creating a New Company in Saral TDS: A Step-by-Step Guide
Saral TDS is a popular software used for managing Tax Deducted at Source (TDS) in India. If you're looking to create a new company in Saral TDS, here's a comprehensive review to help you through the process.
Prerequisites
Before creating a new company in Saral TDS, ensure you have:
Step-by-Step Process
Additional Settings
After creating the company, you may need to configure additional settings, such as:
Common Issues and Troubleshooting
Best Practices
By following these steps and best practices, you can successfully create a new company in Saral TDS and manage your TDS compliances efficiently.
To create a new company in Saral TDS, you first create a new data file for a specific financial year and then populate the deductor master details. 1. Create a New Data File
Access the File Menu: Open the Saral TDS software and click on File in the top menu bar.
Select New: Choose the New option to open the file creation window.
Enter File Details: Provide a File Name (usually the company name) and select the relevant Financial Year.
Select Purpose: Choose between eTDS Purpose Only (for standard filing) or With Tax Computation (if you need automatic salary tax calculation for Form 24Q).
Save File: Click Create. The file will be saved in your default data directory. 2. Enter Company (Deductor) Details
Once the file is created, you must set up the deductor master information: how to create new company in saral tds
Go to Master Menu: Navigate to Master and select Deductor Master.
Mandatory Information: Fill in all grey-colored fields, which are mandatory. This includes: Company Name and Address.
TAN (Tax Deduction Account Number) and PAN (Permanent Account Number). Responsible Person details (name and designation).
Statutory Details: Enable relevant checkboxes for TDS, PF, or ESI as applicable to your company. Save: Click Save or Update to finalize the company profile. 3. Optional: Create from Existing (New FY)
If you are starting a new financial year for an existing client: Go to File > Create New from Existing.
Select the existing file and choose which master data (Deductors, Deductees, or Employees) to carry forward to the new year's file.
For further assistance, you can refer to the official Relyon Saral TDS Tutorials or download the Saral TDS Installation Guide provided by Relyon Softech. New file Creation in Saral TDS software
To create a new company in Saral TDS, you typically start by
creating a new data file for the specific financial year and then entering the deductor (company) details Step 1: Create a New File
Before entering company details, you must initialize a new data file: Open the Software : Launch Saral TDS and navigate to the Select New : Click on the option to open the file creation window. Enter Basic Details Financial Year : Enter the applicable financial year (e.g., 2024-25). : Provide a unique name for identification. Choose Purpose : Select one of the following options based on your needs: eTDS Purpose Only
: Best for general return filing across all forms and quarters. With Tax Computation
: Enables automatic salary tax computation specifically for Form 24Q. . The file will be saved in your default data directory. Step 2: Enter Company (Deductor) Details
Once the file is created, the "Deductor Master" or "Company Information" window usually opens automatically: Company Name : Enter the legal name of the business. TAN and PAN
: Provide the Tax Deduction and Collection Account Number (TAN) and the company's Permanent Account Number (PAN). Contact Information : Fill in the company address, phone number, and email ID. Responsible Person
: Enter the name and details of the person responsible for the TDS process. to finalize the company creation. Step 3: Initial Master Settings (Optional but Recommended)
After setting up the company, you should configure your masters to streamline future data entry: Deductee Master : Add details for vendors and other non-salary payees. Employee Master
: If filing Form 24Q, enter employee details, including their PAN and employment duration. PAN Verification : It is highly recommended to use the built-in PAN Verification tool to avoid defaults during filing.
For a more detailed walkthrough, you can refer to the official Saral TDS New File Creation tutorial Saral Pro Step-by-Step Filing Guide import existing data
from a previous year to save time on setting up these masters? New file Creation in Saral TDS software Saral TDS will ask you to confirm a
Creating a new company in Saral TDS involves setting up a dedicated data file for a specific financial year and configuring the master details for the deductor. Whether you are using the desktop version or the cloud-based Saral Pro, the process is designed to be sequential and user-friendly. 1. Initial File Creation
The first step is to create the database file that will house all your company's TDS records. Launch Software: Open your Saral TDS application.
Access the File Menu: Go to the File menu and select the New option. Set File Details:
Financial Year: Select the relevant year for which you are filing returns.
File Name: Enter a recognizable name for the company or entity.
Data Directory: By default, files are saved in the pre-set data directory. If you need to change this, go to File > Data Directory, select a new path using the three-dotted button, and click Accept. Choose Purpose:
eTDS Purpose Only: Select this if you only need the file for quarterly return filing.
With Tax Computation: Select this if you want the software to automatically compute salary taxes for Form 24Q. Create: Click the Create button to generate the new file. 2. Configuring Company (Deductor) Master Details
Once the file is created, you must enter the official details of the organization responsible for deducting tax.
Navigate to Master: Go to the Master menu and select Deductor Master.
Mandatory Fields: Fill in the fields highlighted in grey, which are mandatory. This includes: Company Name and TAN. Address and Contact Information.
Responsible Person Details: Enter the name and designation of the person authorized for company processes.
Statutory Info: If applicable, enable checkboxes for PF, ESI, or PT and provide the respective registration numbers. 3. Setting Up Branches (Optional)
If your company operates from multiple locations under a single registration, you can enable branch-wise tracking.
Enable Multi-Branch: In the Company Master window, enable the Multi Group or Branch option.
Create Branches: Navigate to Master > Branch Details to enter information for each specific unit. 4. Alternative: Create New from Existing
For recurring users, you don’t need to re-enter all master data every year. New file Creation in Saral TDS software
To create a new company (often referred to as a "file") in , you typically follow a process of creating a new data file and then entering the master deductor details. Steps to Create a New Company/File Open New File Window : Go to the menu and select the Configure Database Settings
: Enter a name for your identification (e.g., Company Name_FY23-24). Server Name Book Type: Optional for professionals
: Select the required server name from the dropdown (usually your SYSTEM NAME\RELYONDB : If you need to store data in a specific folder, go to Data File Setting to browse and select a path. Create the File to initialize the new data file. Enter Master Details : Once the file is created, the Company General Information
window will appear. You must enter the mandatory details (indicated in in the software): Company Name and Address Responsible Person Details (e.g., Name, PAN). TAN and Company Type Save Information : After entering the details, click Alternative: Creating for a New Financial Year
If you have already used the software for previous years, you can use the Create New from Existing option under the
To create a new company in Saral TDS, you typically need to create a New File for the specific financial year. In Saral TDS, a "file" essentially represents the company's data for that period. Steps to Create a New Company File Open Saral TDS: Launch the software on your desktop.
Access the New File Menu: Go to the File menu at the top and select the New option. Enter File Details:
Financial Year: Select the appropriate year for which you are starting the TDS process.
File Name: Enter a name that helps you identify the company (e.g., "Company_Name_FY2024-25"). Select Processing Type:
eTDS Purpose Only: Choose this if you only need the file for filing e-TDS returns for all quarters and forms.
With Tax Computation: Choose this if you also need automatic salary tax computation for Form 24Q.
Finalize Creation: Click the Create button. The software will then save the file in your designated data directory. Initial Setup (Master Details)
Once the file is created, you must populate the "Master" sections before you can file returns:
Deductor Master: Enter the primary details of your company, such as its name, address, and TAN.
Deductee Master: Add details for vendors or individuals from whom tax will be deducted (e.g., name, PAN, and address).
Employee Master: If you are handling salary TDS (Form 24Q), enter employee details including their PAN information. Helpful Tips New file Creation in Saral TDS software
If you are a chartered accountant or a business with multiple TANs (e.g., head office + branch offices), Saral TDS allows you to create multiple companies.
Note for existing users: If you already have other companies open, go to
Company > New Companyfrom the menu bar.
Once the window opens, you will see fields divided into specific sections. Here is how to fill them:
A. Basic Details
B. Contact Details
C. Financial Year
D. Deductor Type