#how to file tds return online in pdf

[rtsprofessionalstudyindia]

Why should you enrol to Income Tax Certificate Course?

The main purpose of taxation is to increase revenues to meet huge public spending. Most government activities are covered by taxes. Taxation is a part of economic policy. The purpose of income tax is to reduce inequality in the distribution of income and wealth. Next, we need to establish a greater standard of justice between different classes of taxpayers. The income tax collection has a direct impact on the following things: 

Total volume of production

Investment

Consumption

Choosing Industrial Location & Techniques

Distribution of Income

Balance of Payment

Income Tax? 

Income tax is a tax levied on an individual or entity with respect to the income or profits received by the same individual or entity. Income tax is a type of government tax levied on income generated by businesses & individuals within their jurisdiction. As per law, taxpayers are required to file an annual income tax return as part of their tax obligations. Tax rates may vary depending on the type and characteristics of the taxpayer and the type of income. Income tax is a type of revenue generation for the governments. 

Why is it necessary to learn Income tax? 

Considering the importance of income tax for any individual or entity, it becomes necessary for people to be professionally trained on income tax. For that people will have to study Income tax. If the people are to be qualified for income tax regulations and calculations, they need to enrol in an income tax certification course. 

By enrolling into an income tax certification course, it will provide the understudies to have in-depth knowledge of Income-tax procedures and laws that will lead to better professional and personal growth. After the completion of the course, they will be eligible to take up income tax calculations and services professionally. 

Why do you choose RTS PROFESSIONAL STUDY? 

RTS PROFESSIONAL STUDY is a qualitative income tax certified course online provider offering comprehensive know-how on income tax. During study, the understudies will know about courses such as: 

Income Tax Return filing

GST Return filing

TDS Return filing

Tax Audit Preparation & GST Audit Preparation etc.

The enrolled students will be trained on taxation services such as: 

GST Registration

MSM Registration

Trade Mark Registration etc

Also, they will be supplied with study materials like Video lectures, E-Books (pdf), etc covering complete study materials on the type of courses chosen.

[legalraastalr]

Form 16 : Basics , Part A , Part B, Procedure, PDF

What is Form 16?

If you're a salaried employee, you must have heard about the term TDS. It basically stands for Tax Deducted at Source. If your salary is eligible for a TDS deduction,  you will come across the form 16 at some point in your career.  Form 16 is essentially a certificate issued by an employer to the employee confirming the deduction of TDS on salary and payment of the same to the authorities on behalf of the employee.  The Employees are supposed to receive the form on an annual basis from the employer. In order to file Income Tax Returns in India, Form 16 is one of the pre-requisites and it helps vastly simplify the return filing procedure. Form 16 consists of Two Parts: Part A and Part B. As mentioned before, form 16 is issued is issued annually, on or before 15th June of the next year, following the financial year in which tax is deducted. Form 16 comes under Section 203 of the income tax act and is also known as the Salary TDS Certificate, Part A of this form serves as the proof tax paid.

Form 16: Part A

The part A of form 16 serves as a proof of the tax paid by the individual during the financial year. The part A of the form is generated through the TRACES Portal, by the employer. Taxpayers and PAO (Pay and Accounts Office) can also look at and generate the form.

Traces Portal Homepage If in case you change jobs in one financial year,  all employers will issue separate Part A of Form 16, for the period of employment. The components of Part A of Form 16 are :  Certificate Number Name And Address of Employer Name and Address of Employee PAN, TAN of Deductor PAN of Employee Employee Reference Number  (if Provided)  Commissioner of Income Tax (TDS) Address. The deductor shall furnish the address of the Commissioner of Income-tax (TDS) having jurisdiction as regards TDS statements of the assessee. Assessment Year and Time of Employment with the organization Summary of the amount paid/credited and tax deducted at source thereon in respect of the employee  Details of Tax Deducted and Deposited in the Central Government account through book adjustment  Details of Tax Deducted and Deposited in the Central Government Account through Challan

Form 16 Part B

The part B of form 16 is essentially the Annexure of Part 1. If in case you change employment(s) in one financial year it is completely your choice if you want to obtain the part b of the certificate from all the employers or only from the last employer. The components of part B of Form 16 are as follows: Taxable salary of the employee Applicable Tax Deductions and Exemptions under Section 80 C (Tax Saving Investments) and other investment schemes under sections 80 CCC, 80 CCD, 80 D, 80E, 80G The aggregate of all deductions reduced from the taxable  income Education Cess and surcharge details Total tax payable and amount of TDS deducted by the employer Gross total Income, which  will be the final amount on the basis of which taxes will be calculated Tax Payable or Refund Due

Form 16: How to Download?

The certificate enclosed within form 16 is generally issued by the employer to the employee. The form reflects the total earnings and the taxes applicable. You can download the form online website of the Income Tax Department as well. The form is available in PDF format. As mentioned above, it is the responsibility of the employers to give the form to the employee. However, due to some reason, you do not have the form you can download it from the Income Tax Department Website which will lead you to the TRACES portal Step 1: Head on over to the TRACES Portal Step 2: Select the type of entity to be a Taxpayer Step 3: Login using your credentials Step 4: Go to the Downloads Step 5: Select Form 16/ Form 16 A Step 6: Enter PAN and other relevant details and Click GO to download Form 16 v Form 16A Form 16 also known as salary TDS certificate is issued by the employer. However, in addition, to his, there is another Form, form  16A  that is applicable as a TDS on income on other than salary. The Form 16A is very similar to the form 16 with details such as PAN, TAN and the TDS deducted on incomes other than salary.

Purposes of Form 16

Income Tax Returns - IThe form is primarily used to File ITR in India.  The form contains all the details with regards to the income and hence becomes an essential document for ITR filing. Verification - Form 16 can be used to verify the TDS deductor by the employer and the actual income tax collected by the Government. TDS deductions made available in form 16 and the 16A can be cross-verified using the actuals in the 26AS Form. The amount in the forms 16 and 16 A should match up with the actual deposited account with the government furnished in the 26AS form

Form 16 PDF

  About LegalRaasta: LegalRaasta is an online portal for simplifying legal compliances for Individuals as well as businesses. We help provide the quickest and most efficient legal registration for businesses like GST consultation, Food License, as well as, Company Formation with Trademark Filing.  In addition to this, our services extend to efficient tax management such as GST returns, and Income Tax Returns ITR. Call +91-875-000-8585 with your requirements Read the full article

[shreeyascorner-blog]

Online Income Tax Payment How To Do It?

Digitalisation in India is expanding the scope of conveniences for citizens in the form of services. The e-Tax payment facility by the Income Tax Department makes it possible for taxpayers to pay their direct taxes online. Challan 280 is the form to be filled for payment of Advance Tax, Self Assessment tax, Regular Assessment Tax, Surcharge, Tax on Distributed Profit or Tax on Distributed Income. It can be used for online income tax payment or offline payment of taxes. The offline method involves physical visits to a bank and submitting the Challan 280 along with the payment. However, the online method has become popular as the process is quick and efficient.

Having over two decades of rich industry experience, Alankit Limited which is a registered e-return intermediary, provides professional services for e-filing of income tax returns. The Government’s Electronic Furnishing of Return of Income Scheme 2007 enables Alankit to electronically file income tax returns on taxpayers’ behalf.

Here is a comprehensive guide for taxpayers who are looking to make online income tax payment and file their tax returns.

About Income Tax Payment

Timely payment of taxes and filing of I-T returns is the responsibility of every taxpayer of the country, whether individuals or entities. Income Tax is a percentage of income generated by businesses or individual which they are liable to pay directly to the Government. The money thus collected is utilised by the Government for infrastructural developments and paid to the employees of central and state government bodies.

Offline or online income tax payment for an individual is mandatory under various cases as specified below:

When TDS deducted is less than an individual”s liability

When an individual receives the notice from I-T Department to pay the balance tax

When an individual has other sources of income and combined all together, the tax liability exceeds TDS deducted by an employer

Filing of I-T returns is important to prove that individuals have paid their taxes with the I-T department, to show there are no taxes due on their account and thus avoid penalty. An individual should file I-T returns if his or her total income exceeds Rs 2.5 lakh in a financial year. The income tax slab is Rs 3 lakh for senior citizens and Rs 5 lakh for individuals above 80 years of age.

The process of paying income tax online

Using Challan 280, income tax can be paid online in the most convenient manner. The process is easy and quick, and just requires an internet banking facility. Taxpayers can also use their debit card for online income tax payment. With prompt support by qualified professionals at Alankit, taxpayers can pay their direct taxes through the online facility provided by the National Securities Depository Limited (NSDL). The step-by-step procedures are mentioned below:

Step 1: Access the e-payment section on the online portal of NSDL.

Step 2: Choose the relevant Challan from among the list viz. ITNS 280, ITNS 281, ITNS 282, ITNS 283, ITNS 284 or Form 26 QB demand payment (only for TDS on sale of property) as applicable.

Step 3: Fill in personal details in Challan 280. Individuals must choose 0021 Income Tax (other than companies), following which they must provide their PAN details; select proper assessment year; select their city, PIN code & state; choose option (300) Self Assessment Tax under ‘Type of Payment’; choose payment mode viz. internet banking or debit card and then choose the bank; finally click on ‘proceed’ tab after entering the security code which appears on screen.

Step 4: Cross verify the details and confirm on the tab ”Submit to the bank”.

Step 5: Users will be redirected to their selected Bank”s internet banking login screen. After logging in, users will reach another screen wherein they have to break up the tax payable into its components, i.e. ”Basic Tax”, ”Surcharge”, ”Education Cess”, ”Others”, ”Penalty” and ”Interest”.

Step 6: After the online income tax payment is made, users can click on the option to download the challan receipt in PDF format. Also, they will receive the challan copy on their registered e-mail id. The receipt will contain the Challan Identification Number (CIN). A proof of the payment, the challan counterfoil will contain CIN, payment details and bank name through which e-payment was made. Using the CIN, taxpayers can check the status of the challan in the Challan Status Inquiry at NSDL-TIN website, after a week of making the payment.

The process after payment of income tax online

Once the income tax is paid through the online facility using Challan 280, taxpayers must show it in their ITR. If they have paid Self Assessment tax through Challan 280, they should fill in the details in Tax Paid and should ensure that their tax liability is Zero before submitting the return.

Taxpayers have many benefits of online income tax payment using Challan 280 that includes:

Convenience of paying taxes from anywhere as there is no need to physically visit a government office or stand in long queues or write cheques

Avoid late penalty charges through instant payment acceptance

Ensuring security and confidentiality of information while paying taxes

Choice of keeping the receipt either as softcopy or hardcopy

Getting proof of tax paid in bank statement

Why you should choose Alankit?

Alankit brings vital services like e-filing of I-T returns for its customers, both NRIs and local residents, through its strong network across more than 673 cities and 6120 business locations. Alankit offers the best customer experience by meeting the following objectives:

Ensuring assesse quotes valid permanent account numbers or tax deduction account numbers

Checking if particulars of advance tax, self-assessment tax and tax deducted at source (TDS) match with the taxpayer”s documents

– Maintaining accuracy in data entries during transcription and transmission of return on income

Ensuring assesse receives hard copy and acknowledgement of e-Returns submitted

Maintaining confidentiality of assesse information throughout the process, and ensuring any information shared externally is with prior permissions of assesse or assessing officer

Processing of I-T returns is completed in a span of 2 to 3 working days, and depends on the details provided by the assesse.

[file-formats-programming]

Load any HTML with Self-Closing Tags & Convert It to Excel File inside Android Apps

What’s new in this release?

Aspose development team is pleased to announce the new release of Aspose.Cells for Android via Java 18.12. Depiction of data through HTML page is very common, however this page can be opened in variety of devices including mobiles, tabs and other hand held devices which contain small screens. The size of the columns is defined in “pt” which works in many cases. However there can be case where this fixed size may not be required. For example if container panel width is 600px where this HTML page is being displayed. In this case users may get horizontal scrollbar if the generated table width is bigger. This requirement is addressed by providing scalable units like em or percent for a better presentation. Empty tags are very common while working with HTML like we can face <td></td> or simply <td/>. Earlier self-closing tags were not supported however now this support is provided. Now users can load any HTML with self-closing tags and convert it to Excel file. Named regions can have English formulae and this file can be used in environments where systems are configured to German Locale. There is need to translate these English formulae completely to German language for correct usage in Excel configured for German language. This feature is fully functional and can be used without any extra coding. Excel provides custom filters like filter rows which begins with and ends with some specific string.  Aspose.Cells provides rich features to manage shapes in the spreadsheet. Sometimes there is needed to get the connection points of a shape for aligning or placing the shapes at appropriate place. For this purpose all the connection points are required. Pivot tables are very common reports which are present in the workbooks. These reports are updated time by time and it is important to know the last time when report was updated for better decision making. Aspose.Cells has provided this feature by introducing property RefreshDate. Similarly name of the person who updated the pivot table is also provided as property RefreshedByWho.  Smart art is used for better representation of information however earlier the text in the smart art shapes was fixed. This limitation is gone now as now smart art text can be updated. For this purpose shape.setText() function is introduced which sets new text in the smart art shape. Data validation is done in variety of ways to control the input in the Excel file. Like limit can be defined for a cell within which some number can be entered, otherwise error message is raised. Issues were faced for validation of large numbers like 12345678901 etc. in the past but now this much large numbers are supported by Aspose.Cells. Aspose.Cells has introduced rendering active worksheet in a workbook to SVG. For this purpose load an Excel file into workbook object and set the active sheet index like for Sheet2, set index to 1. Then save the Workbook as SVG which will render active worksheet to SVG. Workbook can have multiple sheets which are rendered as multiple tab pages when converted to HTML using Excel. Similarly if a workbook contains single sheet, it shows one tab page when converted to HTML using Excel. This conversion was working fine for multiple sheets while using Aspose.Cells. However for single sheet workbook, there was no tab page and only HTML file was created without creating the separate folder containing CSS. Now Aspose.Cells has enhanced its library to create similar output for single sheet workbooks as compared to output created by Excel. In complex Excel files (XLSM/XSLB) there can be large amount of macros which can be very very long. Many times there is a need to load the workbooks without loading these VBA projects like just extracting the sheet names from loaded workbook. In this case we need a filter which can load VBA projects in when they are actually required. This time Aspose.Cells has introduced a filter option LoadDataFilterOptions.VBA which can be used for this purpose. Textbox is very common control which can be used in a worksheet. This is not necessary that text in the textbox is fixed. It may have tags which can be replaced with some text at runtime. It helps users to configure the controls as per the data on the sheet or from some other source. Worksheet.replace can be used for this purpose and textbox can be set with the desired text. It can convert worksheet to HTML but rendering entire sheet at once may not be required always. Users may require just a selected area of the sheet to be rendered to HTML. Worksheets contain page setup where print area can be set. A worksheet can have different types of validations including dropdown. There can be a need where user may want to detect the type of validation and take some decision based on this information. This release includes plenty of improved features and bug fixes as listed below

Change returned value for getting Connection points

Provide ability to export range as HTML

Data bars are missing when XLSX is converted to HTML

Value still exists when XLSX is converted to HTML

Convert left right ribbon shape to image

Aspose.Cells for Java JavaDocs - missing package-list file

Font is not a valid HTML5 and self-closing tag and web browsers misrepresent its contents

Wrong count of validation values is read from XLSX

Issue while treating consecutive delimiters as distinct

Date format is incorrect for Japanese locale

LightCells API fails to load huge file

An exception(StackOverFlow) raises when saving to PDF output

Wrong value calculated by ROUNDUP()

Copy a range with PasteType.ALL (Paste options) not copying row heights properly

Hyperlink text formatting lost when new text is set

Invalid Russian date format output

Issue with SheetRender fonts

Exception "java.lang.OutOfMemoryError: Java heap space" when rendering MS Excel file to PDF

Quotes appear in formula when retrieving the cell formula via Aspose.Cells

Performance degradation when using conditional formatting

Chart line is missing in XLSX->PNG conversion

Problem with getActualChartSize method

SmartArt doesn't copy when workbook is copied

Text formatting is missing in HTML output of excel range

Icon Sets become misaligned when XLSX is converted to HTML

Exporting named range data is not correctly rendered to HTML (Java)

Named Range Issue

Validation always returns true for 'getInCellDropDown()' method

Wrong culture custom format gets returned for different locales (Germany, French, Italy and Spain)

Excel To PDF conversion - Gauge chart rendering issue

PDF rendition throws OutOfMemoryError exception

Other most recent bug fixes are also included in this release.

Newly added documentation pages and articles

Some new tips and articles have now been added into Aspose.Cells for Android documentation that may guide users briefly how to use Aspose.Cells for performing different tasks like the followings.

Recognise self-closing tags

Get Connection points from shape

Overview: Aspose.Cells for Android

Aspose.Cells for Android is a MS Excel spreadsheet component that allows programmer to develop android applications for reading, writing & manipulate Excel spreadsheets (XLS, XLSX, XLSM, SpreadsheetML, CSV, tab delimited) and HTML file formats without needing to rely on Microsoft Excel. It supports robust formula calculation engine, pivot tables, VBA, workbook encryption, named ranges, custom charts, spreadsheet formatting, drawing objects like images, OLE objects & importing or creating charts.

More about Aspose.Cells for .NET

Homepage of Aspose.Cells for Android

Download Aspose.Cells for Android

Online documentation of Aspose.Cells for Android

[topicprinter]

If you're a non US entrepreneur (with no Social Security Number) trying to process credit card payments with Stripe, receive Amazon payouts to a non-supported country, or just hold & spend USD personally without restrictions - here's how I solved a few big pain points for myself & opened a USD bank account (business + personal) as well as a US credit card. ​Context/why I did this: I'm a digital nomad, Aussie, living in Panama, with companies in Hong Kong & the US. I need to regularly make USD payments to Europe, China, the US, the Philippines, and more.  International banking is one of my biggest challenges personally, as a traveller + for my businesses. ​NOTE - I'm not in a position to answer any questions about the tax implications of doing this. Just wanted to share this info as it took me a lot of trial and error to work this stuff out.​This is a summary of my notes. I also made a video explaining in more detail:  https://www.youtube.com/watch?v=QlgtDj8mnCo​This is for you if -  Individuals:    You want to receive and send a lot of US dollars    Your banks back home aren’t very good.    You want a US credit card    You aren’t a US resident and you don’t have a Social Security  Number (SSN)​Businesses:    You want to start an online business    You want access to US banking facilities, Amazon FBA payments (but you're not on the supported countries list), payment processors like Stripe, etc    You want a US credit card​This is probably not for you if:You haven't already experienced this painYou already have a business setup + accounts that are working fine for youYou're looking to 'hide money' or avoid taxes​Part  1: Open a PERSONAL US bank account without SSNEasiest option: Transferwise Borderless AccountI am loving Transferwise at the moment & they are doing great things to make cross-border banking easier. The (very rough) gist of how it works in the back end is they match cross-border transactions as much as possible with a reverse transaction so no money actually has to "cross borders" - which cuts down on fees. They are a "Money Service Business" and NOT a full service bank - but the borderless account will (in most cases) give you proper bank account details for receiving money. Advantages:NO NEED to visit the USThe best for international payments – lowest feesReal local bank accounts for major currencies USD, AUD, NZD,  GBP, EURAbility to send payments in most other currenciesNo SSN requiredDisadvantages:Sometimes significant transfer limitations depending on your country of residence & country you want to send money to. Examples: Panama resident does not get real USD bank details, Transferwise does not send money to Colombia, etcNo credit card availableDebit card only available in some countriesNot a fully featured bankHow to open a USD borderless account with Transferwise:Go to transferwise.com (10 minutes)Identity verification - passport + proof of address (3-5 days)Add bank accounts as needed​Better option: Visit a real bank in the USAdvantages:Real bank account from a real bankAbility to get debit & credit cards​Disadvantages:Must visit the US in personMay have to visit multiple banks and/or branches to be successful​How to open a personal US bank account without SSN:Note - There's no legal requirement to have a SSN to open a US bank account. It's all up to the individual bank and branch policy. (Source: https://www.consumerfinance.gov/ask-cfpb/can-i-get-a-checking-account-without-a-social-security-number-en-929/)Go to the US, in personTry any of these banks: Bank of America, TD Bank, Wells Fargo (and potentially others, but these are the ones I have seen recommended as being the easiest)Go to a branch & ask to open a checking accountProvide your passport & second form of ID    Requirements vary by bank & branch – just go and ask    You may need to go to multiple branchesYou need a US mailing address to receive your cards    Airbnb works, ask your host    Friends or acquaintancesThe bank will open your account on the spotAfter 7 days you will receive your bank cards in the mail​Getting a Personal US credit card as a NON-US RESIDENT.You actually have two obstacles here:No SSN / ITINNo Credit historyI believe it is possible to get an ITIN as a workaround but I did not get one, nor look into this further. 1. Find credit card issuers that DO NOT REQUIRE A SSN:I found this list of credit card issuers and their requirements for SSN. Again, there is no legal requirement to have this. (source: https://wallethub.com/best-credit-card-without-ssn/)American Express: SSN, ITIN or PassportBank of America: SSN, ITIN or PassportCitibank: SSN, ITIN or Passport (select cards only)Chase: SSN* Capital One: SSN or ITINU.S. Bank: SSN or ITIN (secured cards only)Discover: SSNWells Fargo: SSN or ITIN (secured cards only)Barclaycard: SSNSynchrony Bank: SSNUSAA: SSNSo - pick one of the providers on the list that does not require a SSN - AMEX, BoA, or Citibank.​2. Finding credit cards from those issuers that DO NOT REQUIRE  CREDIT HISTORYSource: https://wallethub.com/credit-cards/no-credit/A quick search narrowed it down to my personal pick - Bank of America Travel Rewards Credit Card:No annual fee1.5% reward points on purchasesNo foreign transaction feeBank of America will easily open a bank account for you without SSN as well. I believe you could also try the American Express Blue credit card.​How to open a US credit card without SSN and no credit history:Ask in the branch while you are opening a bank accountAnswer standard questions about your personal income, etc. You will either get approved/disapproved on the spot, or have to wait 7 days for a credit check\Wait 7 days to receive your card at your US mailing addressIt is possible they will reject you for the first credit card, but offer a secured credit card - you just need to put money on this first & it functions in the same way. This will also build your credit history so your choice of options expands down the line (6-12 months).​Part 2: Open a business bank account  without SSNEasiest option: Transferwise Borderless  AccountExactly the same process as for individuals (above)Register as your business incorporated in your home countryBe aware of the country-specific limitations (check with Transferwise for your exact situation)Bonus: easily create new Borderless bank accounts for each Amazon marketplace (Euros, GBP, etc)Alternative easy option: World FirstPretty much the same as TransferwiseFees are roughly equivalent​Opening a REAL business bank account / credit cardYou CANNOT open a corporate bank account or credit card for a foreign-owned company in the US. But your foreign entity can own a US entity...​You need:US entity (LLC) + US mailing addressEIN​1. Register a US LLCChoose a state based on cost, privacy, annual filing requirements (Best options: Wyoming, New Mexico)Find an incorporation agent + registered agent (I used wyomingagents.com to do both)Cost = $150Time = a few daysNow you have a US LLC + a registered address​2. Get an EIN (Employer Identification Number)You need this to sign up for banking, payment systems, taxes etc​1. Fill out SS4 form:https://www.irs.gov/pub/irs-pdf/fss4.pdfhttps://www.irs.gov/forms-pubs/about-form-ss-4Detailed instructions on filling out the form: https://www.llcuniversity.com/irs/how-to-apply-for-ein-without-ssn/​2. Fax the form in to the IRS (1-855-641-6935)Any fax number works (US or non-US)I used efax.com​3. Wait 7 daysIRS will return the form with your EIN on it in about 7 days.Then a final confirmation letter will go to your registered business address after 3 weeks.Cost = freeTime = approx. 7 daysNow you have your EIN​3. Keep in mind your LLC annual obligations:IRS 5472 – April 15 each yearState-specific requirements (In Wyoming: annual report 1 year after formation)Registered agent fee​4. Open the bank account / credit cardFollow earlier instructions as per individualsBring your EIN & company docs with you as well as personal passport & IDAs the owner of the LLC you are still limited to banks that don’t require a SSNNeither you or the LLC have credit historyIf you can’t get a normal credit card straight away you may need to get a secured credit card first​That's about it. One more option for debit cards: Payoneer. I have no experience with this so won't talk about it.You're done! Last step – enjoy banking in the land of the free :)​​

[loansinghfinanceblogme-blog]

With the growth in the number of digital avenues for availing products/services, along with the government’s Digital India program, we have showcased acceptance towards the advantages offered by digital transactions. When we say digital transactions, we mean online shopping using your credit card or making payments towards ticket booking or making loan EMI repayments. Being a digital lending platform, everything, at Loan Singh, i.e. from personal loan application to loan amount disbursement, happens digitally.

Despite so much awareness being generated by banks to promote netbanking, some of us have still not adopted internet banking as an option.

There are many more reasons why accessing your bank statement via internet banking is safer and easier.

Click here, to understand all about a personal loan in India

What is Net Banking?

Internet banking refers to a set of banking services provided by banks to be performed via the internet. Internet banking is performed through your computer system or smartphone which connects to your bank’s server for any transaction or action. Banking is now no more limited to repeated visits to the bank in-person. You can do most of the banking activities via internet banking. You can easily keep track of your account transactions and balance. Some services that you can perform via Internet banking are:

Accounts Summary

Track your savings account transactions and balance.

Start and manage a Fixed Deposit, a Recurring Deposit or even an FCNR (Foreign Currency Non Repatriable) deposit

Get an overdraft against a fixed deposit

Fund Transfer

Transfer funds within the same bank (between Re.1 to Rs.10 Lakhs per day)

Instant fund transfer using IMPS

Transfer funds to any other bank’s account via NEFT

Perform RTGS between amount Rs.2 Lakhs to Rs. 10 Lakhs

Access to UPI

Transfer funds to someone outside of the country

Enquiry

Download a transaction statement

Track the status of Fixed or Recurring deposits, if any

Track any cheque transactions

Enquire about TDS (Tax Deducted at Source)

Request

Request the bank for a credit bureau report

Update your KYC information

Request for a new Cheque book

Request the issuing of Demand Draft which is couriered to the applicants updated address

Update Permanent Account Number (PAN Card Number)

Submission of Form 15H (No Tax deduction at TDS for Senior Citizens) & 15G (for others)

File your Income Tax Returns

Miscellaneous

E-Payments for bills like telephone, gas etc.

Send in a request for a new Credit Card, Debit card pin generation, Forex Card or Gift card

Invest in Mutual Funds

Purchase Insurance for protection, savings, health etc.

Offers on interest rates by banks

Click here, to understand more about medical personal loan in India

Advantages of Net Banking

There are many advantages that Internet banking provides compared to traditional ones, making it easier to operate a bank account.

You can perform multiple financial operations at one portal. No need to stand in queues to update your passbook or pay bills.

It is available 24×7 and 365 days a year at your disposal. Now, with telecom companies making 4G Internet available, you can operate your internet banking account on the go.

Fund transfer happens quickly from your account to others, also allowing you to monitor your account against any fraudulent activity or threat.

You can easily update personal information such as PAN, Aadhaar, etc.

Safety While Using Net Banking

Your personal and financial information is stored in your bank’s internet banking account so it is important to be careful when banking online. Some tips to ensure safety while internet banking, are:

Secured Connection

When connecting to your netbanking account, make sure you do so from a trusted network.

A padlock icon on the left-hand side of the netbanking URL means the connection is encrypted

Make it a habit to include ‘https’ at the beginning of each URL

Safe Browser

A good practice is to logout from a netbanking session thus preventing session hacks. And clear your cache at the end of a session removing traces of sessions from your history. You can even use browser’s incognito mode.

Strong Password

Use a combination of upper and lower-case letters, numbers and symbols to make it unique.

When providing answers to security questions setup by the bank, they don’t have to be genuine.

Keep changing the password at least once in 2 months.

Encryption

Always try and remember to switch-off your wi-fi when not in use. Do the same for Bluetooth. Avoid using unknown or public wi-fi/hotspots as information sent over an unsecured wireless network is information sent in plain sight – basically opening your internet banking website to anyone on that wireless network.

Protection Software

Use antivirus software on your system which prevents attacks from trojans and other malware.

Keep your operating system and other software updated.

Click here, to understand everything about credit score in India

Net Banking in Personal Loan

At Loan Singh, we expect our borrowers to provide us with their bank statement and PAN Card Number.

The bank statement should only be in PDF format, as this prevents any over writing or tampering. It is advisable to download the bank statement from your netbanking account (in PDF format) and apply for the personal loan.

You can also login into your internet banking account from the Loan Singh website. Nothing to worry, as your information is completely safe with Loan Singh. Our internet banking partner – Perfios, is ISO 27001 (2013 standard) certified and is trusted by big financial brands such as AXIS Bank, HDFC Bank, and more. The purpose of the bank statement is to look at your monthly income and financial stability and the PAN Card number helps us to request your credit bureau report, if any, to determine if the borrower is credit worthy. At Loan Singh, we don’t just use the conventional methods for assessing a consumer’s credit worthiness. We have our proprietary algorithm to calculate credit score based on multiple factors such as social footprint, academic & professional background, and more.

Applying for a loan on Loan Singh is safe, thanks to the presence of a Secure Socket Layer that maintains an encrypted link between the web server and the browser.

Share this:

Click to share on Facebook (Opens in new window)

Click to share on Twitter (Opens in new window)

Click to share on Pinterest (Opens in new window)

Click to share on Google+ (Opens in new window)

Click to share on LinkedIn (Opens in new window)

Click to share on WhatsApp (Opens in new window)

Posted in

Editorial

Tagged

000 salary

,

20000 salary loan

,

aadhaar based loan

,

aadhaar benefits india

,

Aadhaar loan

,

Advantages of personal loan

,

airtel emi

,

Airtel Online Store

,

airtel.in/onlinestore

,

apply for a consumer durable loan online

,

apply for a marriage loan online

,

apply for a quick online personal loan online

,

apply for travel loan online

,

applying for a wedding loan online

,

bank statement loan

,

best aadhaar loan website

,

best consumer durable loan

,

best electronics loan india

,

best home appliance loan india

,

best marriage loan in india

,

best personal loan india is

,

bitcoin meaning

,

cryptocurrency meaning

,

fast loan first time credit

,

first time applicant loan

,

honeymoon loan in india

,

how safe is aadhaar

,

how to apply for a personal loan for electronics

,

how to apply for a wedding loan with low interest rates

,

how to apply for an electronics personal loan

,

instant personal loan

,

internet banking benefits

,

internet banking personal loan

,

is aadhaar safe

,

is aadhaar safe online

,

is loan singh real

,

kyc meaning

,

Loan Singh & Airtel – Eligibility to buy an iPhone on Airtel Online Store

,

loansingh review

,

loansingh.com

,

net banking benefits

,

netbankng personal loan

,

new to credit personal loan

,

No More Document Hassle Personal Loan in Just 2 Documents

,

PAN based loan

,

PAN loan

,

personal loan 20

,

personal loan emi calculator

,

personal loan emi eligibility

,

personal loan faq

,

personal loan features

,

purpose of internet banking in loan

,

purpose of PAN in loan

,

quick and easy marriage loan

,

quick and easy travel loan

,

quick and easy wedding loan

,

role of know your customer

,

seynse.com

,

travel loan

,

what Happens When You Face A Personal Loan Default

,

which is best credit card refinancing personal loan

,

which is best finance blog in india

,

which is best loan provider in india

,

which is best loan website india

,

which is best marriage personal loan india

,

which is best online shopping personal loan provider india

,

which is best personal loan website india

,

which is best smartphone personal loan provider india

,

which is the best consumer durable loan india

,

which is the best consumer durable loan interest rates

,

which is the best electronics loan website

,

which is the best personal loan for electronics

,

who gives fast personal loan in bangalore

,

who gives fast personal loan in chennai

,

who gives fast personal loan in goa

,

who gives fast personal loan in kolkata

,

who gives fast personal loan in mumbai

,

who gives fast personal loan in pune

,

Who is Loan Singh?

,

WHY LOAN SINGH IS THE BEST SOURCE FOR PERSONAL LOAN IN INDIA

,

www.loansingh.com

[personalfn-blog]

How To View And Read Form 26AS

Software engineer, Puneet Upadhyay just received his Form 16. Puneet, a fresher, joined the technology firm in May last year. At that time, everything related to taxes seemed like Greek and Latin to him. As he joined, he was asked to submit his income tax investment declaration for the financial year. Not knowing what to do, Puneet took the help of a colleague. He somehow managed to fill in and submit the form. It was only until the last quarter of the financial year, when he was asked to submit proofs of the same, did he actually make the tax-saving investments—in a Public Provident Fund (PPF) account. Only later did he learn that PPF was not the best investment avenue to save taxes. This is when he decided to learn more about personal finance to make better investment and tax saving decisions. He signed up for a comprehensive program to learn the ins and outs of your personal finance management. Here Puneet learnt the basics of financial planning and all he needed to know to make better investment decisions. (Know more about this course here ) Now, with his Form 16 in hand, a more knowledgeable Puneet was all set to file his income tax return online. He had already linked his PAN with Aadhaar card thanks to the simple steps outlined in this article here. All he had to do was verify his tax credits through Form 26AS, before filing his income tax online. This is to make sure that the tax paid by him has been actually received by the government and has been credited against his PAN. To know more about Form 26AS and how to view and understand the same, read on…

What is Form 26AS?

While Form 16 contains all the details such as salary earned, deductions claimed, and tax deducted and deposited by the employer, Form 26AS is a statement of tax deposited towards your PAN. Thus, it is also known as a TDS (Tax Deducted at Source) statement or a Tax Credit Statement (TCS).

Form 26AS consolidates the tax deducted from all sources, be it your employer who deducts tax on salaries or TDS by your bank on interest payments on fixed deposits. If your PAN is correctly mentioned, the tax deducted will show up in the Form 26AS.

Form 26AS is a live statement which is updated as the transactions are reported for the ongoing assessment year. You can view the statement for the previous assessment years as well.

Why is it important to view Form 26AS?

The tax deducted or collected by an entity is reflected in Form 26AS of the respective PAN and this helps in identifying any discrepancy or error.

The credits available in the tax statement confirm that:

The tax deducted or collected has been deposited to the account of the government

The collector has accurately filed the TDS return giving details of the tax deducted/collected on your behalf

Bank has properly furnished the details of the tax deposited by you

This consolidated tax statement (Form 26AS) is a proof of tax deducted on your behalf and the tax directly paid by you

How to view or download Form 26AS?

You can view Form 26AS through three routes as below:

Income tax filing website - https://incometaxindiaefiling.gov.in

TRACES website - https://contents.tdscpc.gov.in/

Internet banking – through the website of your selected banks (View list here)

In the first two options, you need to first register and create an account. If you already use internet banking, and your bank is present on the list, use the last option as it would be the most convenient. However, we strongly suggest opting for the first option as you will need the income tax e-filing account to file your taxes later on.

We will elaborate on the first option in detail. If you have already registered on the Income Tax e-Filing website, you may skip Step 1. Before you start, keep your PAN card handy.

Step 1 – Register on the Income Tax e-Filing website

Visit - https://incometaxindiaefiling.gov.in/ on the top right hand corner, you will get an option to ‘Register Yourself’, click on the button and proceed. Select ‘User Type’ such as Individual or HUF etc. and continue.

Enter basic details such as PAN, name and date of birth. This should match with the Income Tax department’s records.

Next you will need to fill in a registration form that will include your Password details, Personal details, Contact details, Current address, and enabling of alerts etc.

Once you submit, you will receive an activation link to the registered Email ID and an SMS along with OTP (One time Password) sent to the registered Mobile number. In order to activate the account, the user should click on the Activation link and enter the Mobile PIN. For Non-Resident Indian, Mobile PIN is exempted.

On success, the user account is activated and the database is updated.

You can download

this document here

from the Income Tax website for more details on e-Filing registration and services.

Step 2 – Login to you Income Tax e-Filing account

To login to your account, visit

https://incometaxindiaefiling.gov.in/,

on the top right hand corner, you will get an option to ‘Login Here’, click on the button and proceed.

You will come to the Login Page as below. Enter the User ID (PAN), password, date of birth and Captcha Code. Click ‘Login’ to gain access to your e-Filing account.

Step 3 – Proceed to view Form 26AS

After logging in to your account, you can view Form 26AS through a series of clicks. To proceed to view the tax credit form, under ‘My Account’ click the first option from the dropdown ‘View Form 26AS (Tax Credit)’.

You will get a redirection alert, click ‘Confirm’ to head to the TRACES (TDS – CPC) website.

On the TRACES (TDS – CPC) website accept the confirmation popup checkbox and click ‘Proceed’.

At the bottom of the page, you need to click ‘View Tax Credit (Form 26AS) to view your Form 26AS’

Step 4 - View Form 26AS in the format of your choice

Here you will get the option to select the ‘Assessment Year’ and the format in which you would like to view Form 26AS.

If you would just like to browse through the form before downloading, then select View as HTML, enter the verification code and click on ‘View/Download’. The Form 26AS for the Assessment Year selected will be displayed below.

To download the form, select ‘PDF’ in the ‘View as’ option, enter the verification code and click on ‘View/Download’. The PDF will get downloaded to your machine. To open it, enter your date of birth in the ‘DDMMYYYY’ format.

For advanced users: If you wish to download as a text option to use in Microsoft Excel at a later stage, select ‘Text’ in the ‘View as’ option, enter the verification code and click on ‘View/Download’. A ZIP file will get downloaded to your machine. To open it, enter your date of birth in the ‘DDMMYYYY’ format. To view in Excel, copy the text from the document and paste it n excel. You will then need to convert the text to columns using ‘^’ as the separator.

This ends the step-by-step process to View Form 26AS.

The process to view the tax credit form is similar even if you register directly on the TRACES website or if you come through your internet banking account.

Now that you have learnt how to View Form 26AS, we will explain how to read the form in the next section.

What does Form 26AS contain?

Form 26AS contains a wealth of information related to you, tracked simply by your PAN card. At the beginning of the document, all personal details, such as your PAN, name and address in mentioned, along with the financial years.

The form contains details of income paid, either as salary, commission or interest and the tax deducted on the same. Even if there is no tax deducted, the income details will be displayed. The income tax departments also tracks high value transactions conducted by you in shares or mutual funds etc. and the same can be seen in this form.

To provide these details, the form is divided in the below sections or parts -

Part A - Details of Tax Deducted at Source by your employer or bank

Part A1 - Details of Tax Deducted at Source for 15G / 15H (if you have submitted form 15G / 15H to your bank)

Part A2 - Details of Tax Deducted at Source on Sale of Immovable Property u/s 194IA(For Seller of Property)

Part B - - Details of Tax Collected at Source

Part C - Details of Tax Paid (other than TDS or TCS)

Part D - Details of Tax Refunds received, if any

Part E - Details of Annual Information Return (AIR) or ‘high value transactions’ in respect of shares, mutual fund etc.

Part F - Details of Tax Deducted at Source on Sale of Immovable Property u/s 194IA(For Buyer of Property)

Part G - TDS Defaults - relating to processing of statements and do not include demand raised by the respective Assessing Officers

While the list is comprehensive, the average person will have details mentioned only in Part A of the form, which includes Details of Tax Deducted at Source.

How to read Form 26AS?

Once you have downloaded the tax credit statement, the information available is pretty straight forward.

The form starts will your personal details. Do check if all your details are correct. If there is a discrepancy, get the data corrected by applying at the Tax Information Network (TIN) website—

https://www.tin-nsdl.com/—

for changes or correction in PAN Data. This request can be made either online or through the existing network of

TIN-Facilitation Centres.

Your Form 16/16A should match the details mentioned in Part A of Form 26AS. In the downloaded form, you will can view the details of transactions under a specified deductor. The columns highlight details such as date of transaction, which is the date you received your salary or interest amount.

The salary, commission or interest amount is represented by ‘Amount Paid/Credited’. This is followed by the details of tax deducted and deposited. You can crosscheck the transaction details with that mentioned on your Form 16. Both should match.

If there is any discrepancy or if you need any clarification regarding Form 26AS, contact the deductor or collector are as below:

Part of Form 26ASContact Person

ADeductor

A1Deductor

BCollector

CAssessing Officer / Bank

DAssessing Officer / ITR-CPC

EConcerned AIR Filer

To sum up…

You can view Form 26AS multiple times in a year. But before filing your tax returns, you might want to check the amount of total tax already paid by you through different ways in the given year and then you can pay the balance tax. In case you find that you have paid additional tax in a year, then you can use this information when filing taxes and request for a tax refund.

Puneet verified the details mentioned in Form 26AS with his Form 16 and found no discrepancy. He then proceeded to file his taxes.

Being a responsible citizen, like Puneet, is your moral duty. Ensure you file your returns on time and pay your taxes to the government.

This post on " How To View And Read Form 26AS " appeared first on "PersonalFN"

[vcare51-blog]

Class 3 Digital Signature Certificate for Individual and Organization

Class 3A Digital Signature – Individual

Class 3A Digital Signature certificates online issued to people for varied functions and include primarily high finish security-sensitive on-line activity. Organizations name isn’t enclosed in these certificates.

 Authorities (CCA) in India that is especially used for Bank Auction, e-bidding, e-auctioning, Patents Filing , logos Filing and it is used for Registrar of corporations E-filing, VAT return e-filing, TDS return  E-filing,  Income tax E-filing, tin numbers, sign e-mail sent through Outlook and lots of a lot of.

 For the on top of mentioned purpose, the subsequent persons have to buy class 3A Digital Signatures:

·         Individuals.

·         Trade Mark Attorney.

·         Patent Attorney.

·         Bank officers.

·         Govt Employees.

·         Other licensed Signatories.

   Class 3B Digital Signature – Organization

 Class 3B Digital Signature certificates issued to Organization for varied functions and include primarily premium security-sensitive on-line activity. Organizations name is enclosed in these certificates.

 (CCA) in India that is especially used for E-tendering, Bank Auction, e-auctioning, e-procurement, e-bidding, e-ticketing, e-auctioning and lots of a lot of and it is used for sign a word or excel or PDF file, sign e-mail sent through Outlook and lots of a lot of.

For the on top of mentioned purpose, the subsequent persons have to buy a class 3B Digital Signatures:

·         Companies (Proprietorship, Firm, LLP, Private Limited Company & Public Limited Company).

·         Bank officers.

·         Govt staff.

·         Other licensed Signatories.

Venture-Care is a specialist and an expert in catering to the needs as regards digital signature and help in digital signature certificate online 

How to get digital signature

[marcosplavsczyk]

One of many Tableau administrator responsibilities is to be familiar with the server configuration, managing users, automated server job process management, knowing Tableau metadata and being familiar with migration and scheduling. To stay updated and keep everything under control, good Tableau documentation can come in handy. Such documentation can be created using ApexSQL Doc, a tool for creating SQL Server, BI, SharePoint as well as Tableau site documentation, which will be covered in this article.

This article will show how easy it is to create Tableau site documentation and explain how to setup automated Tableau documentation using ApexSQL Doc.

Documenting Tableau Sites using ApexSQL Doc

Let’s start with a new project in ApexSQL Doc. Select the Tableau server tab in the left window pane and then select the Add button. The same result can be achieved by clicking the Add Tableau site in the Home ribbon menu.

As seen on the picture above, a new dialog box appears, prompting for Tableau edition, server URL and login credentials. ApexSQL Doc supports both Tableau Server and Tableau Online editions, and they can be selected in the drop-down list in the dialog box.

Connecting to Tableau Server

To connect to Tableau Server, the first information needed is the Tableau server URL. This is the same URL that is used to connect to Tableau Server from a web browser or Tableau Desktop. Server IP address can also be used in the URL field as a valid connection parameter.

If ApexSQL Doc is installed locally on the Tableau Server machine, “localhost” can be used instead of an IP address or a web URL.

Quick tip:

If no HTTP port is specified in the Server URL, ApexSQL Doc will try to connect using the default Tableau Server HTTP port: 80. This information is provided via tooltip in the Add Tableau server dialog.

If Tableau server uses any other port than the default, the correct format for the URL is e.g.: “localhost:8000”, specifying the port number besides “localhost”. HTTP port configuration can be found in the General tab in Tableau Server Configuration window under Gateway.

To connect to Tableau server remotely, enter the server machine IP address and the port that the Tableau server is using. The correct URL format is e.g.: “192.168.1.3:8000”.

In this example, the server is in the local network, but depending on the network configuration, it is possible to connect to Tableau server externally. In that case, use the external IP address of the server machine as Server URL if no real server URL is already provided.

Connecting to Tableau Online

To connect to Tableau online, select Tableau Online from the Edition drop down list. The server URL and the site name required to connect ApexSQL Doc to Tableau Online can be found in the web browser.

In this example, the server URL is “dub01.tableau.com” and the site name is “victortestsite”. The username and password must be a site administrator account, same that is used for regular login to Tableau Online from a browser.

Selecting Tableau sites

When connected successfully, the server name will appear in the left grid in the main window, and the available sites will appear in the grid on the right. Selecting Tableau sites to document can be done by marking the checkboxes in front of the site name.

As seen on the picture above, it is possible to select multiple Tableau sites from the same or different connections. In this example, Tableau sites are selected from a local server, a remote server and from Tableau online. The number of selected sites can be seen in the status bar.

Setting up site details for Tableau documentation

Once the Tableau sites are selected, go to the Site details tab where the Tableau Site documentation options can be found.

Quick tip:

To access the Site details tab in ApexSQL Doc, at least one Tableau site must be selected.

As seen on the picture above, there are five main Site sections that can be included in the documentation:

Projects – contains a list of all available projects on the Site with description, data source and workbook count. Additionally, Data sources and Workbooks sub options can be included from this section.

Selecting the Data source option will include Table and Column reports.

The Workbooks option includes basic information about a project workbook such as: View count, size (in MB), owner name, project name, creation and update dates. As part of the workbook information, Views can be added optionally. Each View is documented with basic information and a rendered picture of the View diagram and chart.

Users – Includes a list of Site users, roles, groups and login information.

Groups – list of user groups, members, permissions, project permissions, and data source permissions for each user group

Schedules – list of scheduled tasks on the Tableau Site and information about each task such as: state, task type, priority, frequency, creation, update and next run date and time.

Subscriptions – listing users email subscriptions for projects, views and workbooks and update information.

If not specified, ApexSQL Doc generates Tableau Site documentation including all Site details by default.

When the documentation details are set, go to the File format tab and chose one of the four available file formats: CHM, HTML, Word or PDF output formats.

To start the documentation process, select the Generate button in the Home ribbon menu, and set the documentation output folder location.

Depending on the output format and documentation style, the generated documentation will look similar to the ones shown on the following screenshots:

Setting up automated documentation

ApexSQL Doc provides a way to automate the documentation process through a command line interface e.g. CLI.

Automated documentation using a project file

The easiest way to setup an automated documentation script is to set the documentation in GUI, save it as a project file and run the project file using PowerShell.

Using the setup from the previous examples, let’s set a new default documentation output location by clicking the Options button in the Home ribbon menu, and then select the Output tab and in the “Default output folder” enter the location for the documentation output.

This way, the output location will be saved in the project file. If the output location isn’t specified, ApexSQL Doc will use its default output folder: “C:\Users\user_name\Documents\ApexSQL\ApexSQLDoc”.

Save the project file by clicking the Save button in the Home ribbon menu.

To execute the documentation process in PowerShell, use the following switch combination:

&’C:\Program Files\ApexSQL\ApexSQL Doc\ApexSQLDoc.com’ /pr: ‘E:\Desktop\Example project.axdp’ /v /f $LASTEXITCODE

&’C:\Program Files\ApexSQL\ApexSQL Doc\ApexSQLDoc.com’– defines the path to ApexSQLDoc.com (this is the console application executable for ApexSQL Doc) which is necessary to recognize the CLI switches.

Using the /pr: switch, specify the project file for the documentation.

/v and /f are optional switches: /verbose (or shortly /v) enables documentation output details, and /force (or shortly /f) is a switch that overwrites previous documentation files with the same file name.

The $LASTEXITCODE command is used to see the return code e.g. 0 for success in ApexSQL Doc.

When the documentation process is done, the results will look similar to the following:

Creating the table of contents… Creating the index file Creating a documentation file… Compiling in progress Compiling an HTML help project The documentation has been written in D:\documentations\Tableau documentation.chm The operation has finished successfully 0

The return code: 0 in the end of the documentation means that the operation is successfully finished . The complete list of return codes can be found in this article

The other way to set up a documentation process involves being familiar with Tableau switches.

Select Save as batch from the Main ribbon menu to open the Save project as batch file window.

In the example batch script in the picture above, there are two Tableau Server connection switches /tts, one Tableau Online connection switch /tos and Tableau site details switch /tsd

For Tableau server connection switches, connection parameters must be provided as arguments. In the example on the above picture:

/tss:”[localhost:8000].[ApexSQL Test site].[Test site 2].[Victortestsite][:p3tar[.012345]]”

The switch format for Tableau server connection is:

/tss:”[Server URL:port].[Site 1].[Site 2].[Site 3][:user name[.password]]”

Notice that Sites are attached to the server URL with a dot “.”

After listing all the Sites to be included in the documentation, add the administrator user name and password. By specifying multiple Tableau Server switches, it is possible to document Tableau Sites from multiple servers in a single documentation.

The format for Tableau Online switch is very similar to Tableau server switch. From the example:

/tos:”[dub.onlie.tableau.com].[victortestsite][:kylecklein1@gmail.com[.012345678a]]”

The switch format is:

/tos:”[Tableau Online server URL].[Site name][:login email[.password]]”

It is also possible to add multiple Tableau Online Sites to the documentation by adding additional /tos switches.

As mentioned before, when a Tableau Site is selected, all site details are selected for documentation by default. The same logic is applied with switches. The role of /tsd switch is to specify the Site details to include in the documentation if not all Site details are selected.

/tsd:tp tds tdst tw twv tu tg tsb

In the example, the selected Site details are: projects, data sources, tables, workbooks, views, users, groups and subscriptions. Note that the argument switches are separated with an empty character.

The rest of the switches in the script are standard documentation output switches:

/ot – specifies the file format /od – specifies the output directory /on – specifies the output file name

To see the full description and usage examples of Tableau and other available switches in ApexSQL Doc, follow this link.

To use the script in PowerShell the script needs to be run using the following example:

&’C:\Program Files\ApexSQL\ApexSQL Doc\ApexSQLDoc.com’ /tss:’[localhost:8000].[ApexSQL Test site].[Test site 2].[Victortestsite][:p3tar[.012345]]’ /tss:’[192.168.1.3:8000].[Victortestsite][:p3tar[.012345]]’ /tos:’[dub01.online.tableau.com].[victortestsite][:kylecklein1@gmail.com[.012345678a]]’ /ot:chm /od:”D:\documentations” /on:Example documentation’.chm /v /f $LASTEXITCODE

The results of the successful documentation will look similar to the following:

Chm project file creation Creating the table of contents… Creating the index file Creating a documentation file… Compiling in progress Compiling an HTML help project The documentation has been written in D:\documentations\Example documentation.chm The operation has finished successfully 0

The created batch script in the Save project as batch file window can be saved as batch or PowerShell script and scheduled for an unattended documentation process.

FAQ’s

Q: Can I connect to a Tableau site in ApexSQL Doc as a publisher or any other user role other than server administrator?

A: No, to connect to Tableau Server or Tableau Online a server administrator account must be used.

Q: Can I change the default documentation name?

A: Yes, to learn more about customizing documentation names in ApexSQL Doc, refer to this article.

Q: Can I combine Tableau Sites and other data sources in a single documentation?

A: Yes, it is possible to combine multiple different data sources in the same documentation.

  The post Creating and automating Tableau Site documentation appeared first on Solution center.