How to import bulk Form C-S records?
Metro ERP's bulk import functionality is perfect for this scenario! We'll guide you through the process step-by-step.
1) Go to the 'Accounting' module.
2) View the Form C-S Dashboard :
Go to Accounting >
IRAS
> Form C-S.
Preparing Your Form C-S Data for Import.
Download Sample File: Click Here
1. File Format
- Ensure the file is only in Excel (.xlsx) format as specified by authority.
- The sheet should be structured in a standard way, with column headers matching what the system expects for Form C-S data fields.
2. Required Fields for Form C-S:
Each row or section should represent a financial or entity detail. Below is a common structure:
- Company Information:
- Year of Assessment (YA): The assessment year (e.g., 2024).
- Period Start and End Dates: The financial period covered by the return (usually a 12-month period).
- UEN (Unique Entity Number): Identifier for the company in Singapore.
Example Template
Below is an example of how your Excel (.xlsx) file should be structured:
Ensure that each row represents a distinct entity or reporting unit as required.
3) Validation:
Date format: DD/MM/YYYY in excel
Excel to form we convert value to int (later we change form value as integer as well) integer means full number, eg 1234
Excel file column A B change is not accepted so keep as it is as per sample file
Once you've completed all the steps above
Import the File
Click on the Import Bulk Records link and upload your Excel (.xlsx) file.
Now, Click on the Upload your File button.
Now, Click on the Import button. It is imported successfully, then screen rediected to the Form C-S Dashboard.
Download Sample File: Click Here
By following these steps, you should be able to import Form C-S records in bulk into Metro ERP. Let me know if you need help with any specific part of the process!.
To submit Form-CS In Metro ERP's Accounting App. Click Here
To get more details how to import bulk Form C-S records in Metro ERP, please do contact us at support@metrogroup.solutions