assureOfficeCompliance Made Simple

Prepare Form 3CEB faster

A practical guide to client creation, Last AY carry, Excel working and final generation.

1. Create a client quickly

  1. Open All Clients → Import Centre. Choose Create client from file.
  2. Upload the Last AY Form 3CEB JSON and click Upload & Import. The file identifies the client PAN and AY.
  3. A prefilled ITR JSON can provide available client/basic details; it does not supply all 3CEB AE or transaction details. Check the detected client/year before continuing.

2. Prepare the current AY

  1. Open assureTP for the client. Select the correct AY.
  2. Use Prepare Next AY on Last AY data, or Pull from Last AY in an existing current-year workspace.
  3. Recurring auditor/business/AE details can carry. Current-year amounts and signing/transaction dates need current-year entry; Last AY amounts are reference only.

3. Build your working in Excel

  1. Use Export Excel and choose all or selected sections. Download the filled Working Excel for the selected AY.
  2. Fill current-year fields and add transaction rows. Keep hidden IDs/mapping rows, PAN and AY unchanged.
  3. Last AY columns are references. Replace formulas in editable cells with calculated values before importing. Blank cells keep saved data; removing an Excel row does not delete an app row.

4. Import the completed working

  1. Use Import in assureTP to upload the Working Excel.
  2. Review the changes/cell errors, then Apply Excel. Unrelated sections and source-only data stay available.
  3. If the app changed since export, resolve the reported conflicts or re-export. Undo Last Apply is available under Templates, with an overwrite warning.

5. Review and generate

  1. Review AE mapping, books/ALP amounts, methods, auditor details and dates. Use Validate / Populate Form, then Preview.
  2. Final JSON requires a filing pass. One successful generation consumes one PAN/AY filing; repeat generation and corrections do not consume again.
  3. A failed validation does not consume a pass. Plans & Billing shows balances and generation history. Backup is available only after the paid filing unlock.

6. Work with your team

  1. Your registered account is the admin account. Add registered or not-yet-registered team email IDs in User Settings.
  2. Team members accept Work as sub-user and use your organisation’s clients and filing balance.
  3. Only the account admin purchases filings. Sub-users work within allowed clients; default create-client is on and delete-client is off.