In Saral TDS, "Creating a Company" is the first mandatory step before you can begin deducting TDS, generating challans, or filing returns. The software uses the term "Company" broadly to refer to the entity that is deducting the tax (this could be a Proprietorship, Partnership, Company, Trust, or Government Body).
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Creating a new company in Saral TDS (often referred to as creating a "New File") involves setting up the primary database for a deductor for a specific financial year. Step-by-Step Procedure for Company Creation
To create a new company file in Saral TDS, follow these primary steps:
Open New File Window: Open the Saral TDS software and navigate to File → New. Enter Basic Details:
Financial Year: Enter the specific year for which the TDS returns will be filed. File Name: Provide a unique name for the company or entity.
Select Purpose/Module: Choose between the following options based on your needs:
eTDS Purpose Only: Enables the file for eTDS return filing across all quarters and forms.
With Tax Computation: Adds auto-salary tax computation for Form 24Q alongside standard return filing features.
Enable Modules: If using Saral Pro, you must specifically enable the TDS Module and enter mandatory details like the TAN.
Save and Create: Click Create to save the file in your designated data directory. Initial Master Settings
Once the file is created, you must populate the "Masters" to facilitate return filing:
Deductor Master: Enter the company’s official details, including name, address, and the "Responsible Person".
Deductee Master: Manually enter or import details for the parties from whom tax is being deducted.
Employee Master: (Required for Form 24Q) Add employee-specific data such as PAN, designation, and contact details. Advanced Options
Branch Creation: If the company has multiple branches under one TAN, enable the Branch option in the File Master and add branch-specific details.
Transferring Data: To carry over master details from a previous year, use File → Create New from Existing to save time on data entry.
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 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
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:
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:
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:
Step 4: Enter Authorized Signatory Details
Enter the details 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.
Step 8: Configure Company Settings
Configure the company settings as per your requirements:
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:
Troubleshooting Tips
Here are some troubleshooting tips:
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. Overview In Saral TDS, "Creating a Company" is
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 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
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
: 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 —
Creating a new company in (often referred to as creating a "New File") is the first step toward managing your TDS returns
. The process differs slightly depending on whether you are using the desktop version or the cloud-based version. Method 1: Desktop Version (Saral TDS)
The standard desktop software uses a "File" system where each company is managed within its own data file. Open the Software : Launch Saral TDS on your desktop. Create New File menu and select the Enter File Details Financial Year
: Select the relevant FY for which you are creating the file.
: Enter a name that clearly identifies the company (e.g., "ABC_Pvt_Ltd_2024-25"). Choose Return Type eTDS Purpose Only Important Notes:
: Choose this if you only need to file returns for all quarters and forms. With Tax Computation
: Choose this if you want the software to automatically compute salary tax for Save and Initialize . The software will save the file in your default Data Directory Method 2: Cloud Version (Saral Pro)
For users on the cloud platform, companies are added as "Entities" or "Files" within your account dashboard. : Sign in to your Saral Pro Account Add New File : Click the usually located at the bottom right of your dashboard. Entity Information Company Name , address, and contact details. Toggle the Enable TDS Module switch to "On". to add the entity to your list. Post-Creation Checklist
Once the file is created, you must complete the "Master Settings" to ensure your returns are valid: Deductor Master : Enter mandatory details (marked in gray) including the , PAN, and the name of the "Responsible Person". Deductee/Employee Master
: Add details for the individuals or vendors you are paying. PAN Verification : Use the built-in TRACES integration
to verify the PANs of all added deductees to avoid high-rate deduction defaults. New file Creation in Saral TDS software
Creating a new company in Saral TDS involves setting up a dedicated "file" that houses all your tax-related data for a specific financial year and entity. This process establishes the foundation for accurate e-TDS return filing and tax computations. 🚀 Quick Setup Guide
Launch & File Creation: Open the software and navigate to the File menu. Select New to open the file creation window.
Basic Details: Enter a unique File Name (for your identification) and select the relevant Financial Year. Choose Purpose: Select one of two modes:
eTDS Purpose Only: Best if you only need to file returns for all quarters and forms.
With Tax Computation: Enables automatic salary tax computation for Form 24Q alongside return filing.
Finalize: Click Create to save the file in your default data directory. 📝 Key Master Data Entry
After creating the file, you must populate the "Master" settings to ensure compliant reporting:
Deductor Master: Enter the entity's details, including Company Name, Address, TAN (mandatory for proper tax credits), and the Responsible Person's information.
Deductee Master: Record details for non-salaried vendors (NRIs, contractors, etc.), such as Name, Address, and PAN.
Employee Master: For Form 24Q, enter employee specifics like PAN, Designation, and Employment Dates (DOJ/DOL) to ensure accurate tax calculations. Company Creation and Master Settings in Saral PayPack
The first step is to establish a dedicated database file for your company.
Access the Menu: Open the software and navigate to the File menu. Select the New option. Enter File Details: File Name: Enter a unique name for identification.
Server Name: Select the appropriate database server (usually SYSTEM NAME\RELYONDB).
Security: If needed, enable SQL Authentication and provide the username (default is sa) and password.
Set Data Directory: Choose where to save the file. You can change this path under File > Data Directory by clicking the "..." button. Finalize: Click Create to generate the new file. 2. Configure Company (Entity) Details
Once the file is created, you must input the legal and statutory details of the company.
Navigate to Initial Settings: Go to Initial Settings > Company Details.
General Information: Enter the company name, address, contact details, email, website, and Corporate Identification Number (CIN).
Responsible Person: Enter the name of the person responsible for the company's TDS process. 3. Enable the TDS Module
For a new file to function as a TDS return tool, the specific module must be activated.
Enable Module: In the file master window, locate and check the box for Enable TDS Module.
Enter Mandatory Fields: Once enabled, specific fields like the Tax Deduction and Collection Account Number (TAN) and the relevant Financial Year will become mandatory (typically highlighted in grey or red). 4. Setup Master Data
Before filing returns, you must populate the master databases for the new company: New file Creation in Saral TDS software
Open Saral TDS
Launch the software and log in with your credentials.
Go to Company Menu
Click on Company → New Company from the top menu bar.
Enter Company Details
Fill in the following basic information:
Select TAN Details
Choose Deductor Type
Set Assessment/Default Details
Save the Company
Click Save or Create.
The software will prompt you to confirm – click Yes.
Optional – Add Challan/Deductor Details
After creation, you can add:
Switch Between Companies
Use Company → Select Company to switch between multiple companies.
Report Generated By: AI Assistant
Date: As per current version (Saral TDS supports up to FY 2025-26 as of 2026)
For Further Help: Refer to Saral TDS built-in help (F1) or contact support at 1800-120-2642.