Instructions for Import CSV at Point No. 21(b)(iii)(A) of Form 3CD.
Option 1 – “Import CSV"
1. Download the template from the link (“Template”) provided.
2. Click on the template; provide a file name to save the file.
3. Update the data as per the headings provided in the template.
4. Ensure that the filled template is saved in .CSV format. The same can be done through --> Go to File --> Save As --> Provide File name to save the Template -->
Select Save as type as “CSV (Comma delimited) (*.csv)” --> Save.
5. Import the updated CSV file by Clicking on “Import CSV”.
Key points to be considered while filling CSV file
In “CSV Template”, the data provided should comply with the below requirements:
1. “Date” field should be “DD/MM/YYYY”.
2. “Amount” fields should be “Numeric and Non- decimal” not exceeding “14 digits”.
3. PAN” field should be “5 Alphabets, 4 Numbers, 1 Alphabet”.
4. Pin code” field should be Numeric and 6 digits.
Option 2 – Fill Data
1. Select “Fill data”, enter all the required details .To add rows select “Add” and update the details and then click on “Save” to save the filled data.
2. To delete rows select the row which is to be deleted and then click on “Delete”.
3. Click on “Save” to go back to Clause 26(i).
Note:
This option shall be used if there is limited number of data.