Sale Tax Manual 1990 - Refund Claim Preparation System for Risk Management System

USER

MANUAL

RCPS for RMS

Refund Claim Preparation System

for Risk Management System

April, 2010

Revision Sheet

Release No. Date Revision Description

Rev. 0 15/04/2010 RCPS User Manual for RMS ver. 1.0

USER MANUAL

TABLE OF CONTENTS

Page #

1.0 INTRODUCTION 1

1.1 Software Overview 1

1.2 Purpose of the Document 1

2.0 GETTING STARTED 2

2.1 Login 2

2.2 Tax Period Activation for Claimant 5

3.0 ADMINISTRATION 6

3.1 Add Claimant Profile 6

3.2 Activate Tax Period 7

3.3 Add Supplier Profile 8

3.4 User Management 9

4.0 DOCUMENT ENTRY 10

4.1 Purchase Invoice 11

4.2 Sale Invoice 12

4.3 Debit Note 14

4.4 Credit Note 16

4.5 Shipping Bill 18

4.6 Bill of Entry 20

4.7 Stock Statement 21

5.0 REPORTS 23

5.1 Purchase Invoice 23

5.2 Sale Invoice 24

5.3 Debit Note 24

5.4 Credit Note 25

5.5 GD Export 26

5.6 GD Import 26

5.7 Stock Statement 27

6.0 SUMMARY REPORTS 28

7.0 SEARCH DOCUMENTS 28

7.1 Purchase Invoice Summary 28

7.2 Sale Invoice Summary 29

7.3 Shipping Bill 30

7.4 Bill of Entry 30

7.5 Stock Statement 31

8.0 PREPARE CLAIM 32

8.1 Database Backup 32

9.0 e-FILING 33

9.1 Instructions 33

9.2 Prepare e-File Claim 34

1.0 INTRODUCTION

1.1 Software Overview

Refund Claim Preparation System is designed to prepare softcopy of the sales tax claim. All the manufacturer-cum-exporter claimants have to prepare softcopy of their claim with the supporting documents involved in the claim. This window based software application provides facility to define multiple claimants at the same time. Moreover the data of claims for multiple tax periods can be saved and prepared in it.

In this application claim preparation process starts with the definition of claimant (it can be one or many), and ends at the database preparation of the claim.

A number of reports are also provided to facilitate the user and search facility is also embedded in the software to find any entered document data from where the user will also be able to modify that, if required.

All the Manufacturer-cum-Exporter can prepare their ST Refund claims through this software for refund e-filing and onward processing through Risk Management System (RMS).

1.2 Purpose of the Document

The purpose of this document is to provide step-by-step instructions for RCPS application. This user guide is intended to give user an understanding to the user about the use RCPS system to prepare and submit claim information electronically, view and print reports.

2.0 GETTING STARTED

Run the executable file of the application from desktop, following screen will be displayed for two seconds and login screen appeared.

2.1 Login

Enters 'Login Name' and 'Password', Default values for entering the system are 'FBR' &'FBR'.

New Login/User Name can be created and amendments can be made in the existing one through user control option of the Main Menu. The User will not be able to access the system unless the correct Login /User Name and the password are entered.

After enter the required information press 'Login' button. If user enter wrong username or password, a message will display "Invalid User Name or Password " on the login screen. Repeat the login process again by entering correct user name and password. Pressing Exit button will close the application.

After validation of User name and password, the user is logged in to the application and following Instructions will appear on the screen.

After pressing the OK button the Tax Period Activation for Claimant screen is appeared.

In case of fresh installation, after validation of User name and password, following message will appear on the screen.