Procedure for New version of CompuTax - Installation
KEY STEPS
Step1.-Configuration Requirement
Step 2- Installation
Step 3- Import data from old software
Step 4- ActiveX Setup
Step 5- LAN Installation procedure.
Step 6- Stop running of the old software
Annexure-A New Concept of Master Database
Annexure-B Import Procedure
Annexure-C Activex Installation
Annexure-D Check Points
Step 1. Configuration Requirement
i. Windows -2000 SP 4 or later (Professional, Server, Advance,
Datacenter service edition)
ii. Windows XP SP 2 or later(Professional, Home, Media edition).
iii. Windows 2003 SP 1 or later (Standard, Enterprise, Datacenter, SBS
edition).
iv. Windows Vista & Windows 7
v. Microsoft Internet Explorer 6.0 or later
vi.
Step 2- Installation
Insert CD and wait for few seconds. It will auto run and a screen will appear on
your screen.. Follow the instruction on the screen. Default drive for installation is
c:\. It is strongly recommended to install the software on d:\.
Step 3- Import data from old software
Existing users are required to import the data from the existing data. Import
process is enclosed in annexure-B. We strongly recommend to go through to
Concept of Master Database before starting import process. After Import of the
record see the Import log report.
Step 4 – ActiveX Setup
Activex control is required to be install to view the reports etc. After login screen a
screen will open “Gateway of Compuoffice”. In middle bottom of this screen a link is
given to install the activex. If activex is already installed, link will not display. Click on
this link to install the activex. If there is problem in installation of activex refer
annexure-C
Step 5- LAN Installtion Procedure.
For running the software on LAN, copy the icon of CompuOffice from the desktop
where Compuoffice is installed and paste on the desktop of the desired computer.
Nothing else is required to done. When software will run on this computer first time,
Activex is required to install on this computer also. The installation process of the
Activex is same as explained above.
If after doing above process software is not running on the LAN, then check the proxy
setting. Exclude computaxonline from the proxy.
Select ‘Tools’ → ‘Internet Options’ → ‘Connections’ → ‘LAN settings’ → ‘Advanced’
Type ‘CompuOffice Online’ URL (server address) in input box named ‘Exceptions’
Step 6- Stop running of the old software
Last not least, after successful installation stop the running of the years which are
import in the new software. It is necessary because if work is carry on in both
software, it will not be possible to merge the data. The work done in the
Computaxonline cannot be update in the old software. Hence after installation old
software will automatically lock.
Annexure-A
New Concept of master database
Now in Compuoffice the concept of Master database has been implemented. There is
two major change in Master data.
The permanent information will be kept only at one place. The permanent
information of client will share by all the software. At present it required to
feed name and address again and again in individual software. Now the
permanent information will be store in Master data and will share by all
software.
At present permanent information are kept yearwise. However user is not
required to feed information year to year, the permanent information is
copied in the next year while updating the next year. Now the permanent
information are common. If there is change in any permanent information,
software automatically keep the track of the changes.
Merging the Permanent Information during the process of Import
A. While importing computax
For first year it will import all data of that year.
While importing next year it will compare PAN. If a PAN is already import then it
will not import the permanent information as it is already been import from other
assessment year. But it will import the figures of computation of that
assessment year.
B. While importing other than CompuTax
The key for import is PAN. While import if a client is exist with same PAN in
Master Database, it will import the client to existing code.
Case 1 - M/s XYZ & Co. has code as under:
Code PAN Software
101 ABCFX1234E CompuTax
X-100 ABCFX1234E CompuTds
1001 ABCFX1234E CompuFBT
It is recommended to import CompuTax first. When records of CompuTax will
import, a record of M/s Xyz & Co. is added in the master data. When you import
the data of CompuTds, however code of XYZ & co. is different, but it have same
PAN. CompuTax online will import XYZ & co. in code 101. There will be no
reference of code X-100 in new master data. The additional permanent information
of CompuTds like details of Responsible person will append to Master Code 101.
The same position will be with FBT record. It will also attach with code 101 in
Master data.
There may be a position like that
Case 2
Code PAN Software
A-67E ABCFX1234E CompuTax
A-67E ABCFX1243E CompuTds
In this case code in both software are same, but PAN number is fed different
. While importing, in this case tds import as a A-67EX
Case 3
Code PAN TAN Software
A-67E ACWPK8787R JPRM1235E CompuTax
A-67F ACWPK8787R JPRM1235E CompuTds
A-67E ACWPK8787R JPRN1254F CompuTds
In this case PAN number are same but TAN number are different as bank case
while importing in this case code A-67F import in code A-67E and code A-67E
import as a A-67EX
Annexure-B
Import Procedure
For import data from old software open Compuoffice Online folder and run
MigartionCallUtility.exe then a window appear as like below
Check import computax software and select old data software Path through
browser button and select assessment year then click import button for data
importing from old software to new version. Data of Billing will be import
separately.
NOTE->
1. After completion of the import process there may be some records which are
not import due to some reason. These remaining records can be import through
utility . Alternate Process of import (Given Below)
Alternate Process of import
1. Go in the Utility
2. Select “Import Data From Old Software’s”
3. Select Assessment Year
a. It is recommended to import Computax A.Y. 2009-10 First
b. After this import CompuTax A.Y. 2008-09 then A.Y. 2007-08
4. Select the directory where CompuTax is installed; Select only the main
directory(C:\computax) not the database directory(C:\computax\database).
5. After this press OK
6. A list of clients from existing Software will display. The default is to show
clients which are not import (called Not merge). There is option to show
merged and ALL clients. If a client is once import it will marked as Merged. If
any code is need to import again, select the option of Merged. It will show all
the code which are already import. If you select to import again all or
selected code from the list, it will give warning and marked these code as
Not Merged. If due to any fault import process break. Then when import
process is again started balance code which is not import again will show
under Not merged.
7. Click on Select all, then press Ok
8. It will take time to import the record. Record will import one by one. If due to
any reason import process break, then it is required to start again by same
method. The records once imported will not importing again.
9. After import of record for A.Y. 2009-10, import records from other
assessment year
10. After importing CompuTax, import other software one by one
11. Except CompuTax in old software status of client was not defined. While
importing the data, status is being determined on fourth character. In some
cases same fourth character is allotted (1) company public interested,
Private company. (2) AOP/ Co-Operative. In both cases it will prompt for
status.
Bill Import process
Open Bill Import Utility. Select Computax Folder with A.Y. Press OK. Then a list
appear of Non Computax Clients. Then Select Mark As Delete. If you want to change
code then enter New Code through Given Code No. field. Otherwise select Check Box
for Same Code then press ok for Import Bill Data Process.
Report of Data Import
However the client record is import to same code in Master data, as they are in the
existing software. But the case where different codes are allotted in different software,
it merge the codes on the basis of PAN and other key factors. To view this report Go
in Utility>Import data from old software. In bottom there is a section “Import log
Report” you can see the report. A report is generated showing existing old software
code, Master database code, Name, PAN, Fathers Name. From this report you can
find out the code with which old client data is merged.
Annexure-C
Installation of Activex
The activex is to be installed on each computer on which software is to be run.
When activex is not installed on a computer, a message is shown on the main
switch board of the compuofficeonline. Click this link, activex is installed. If even
after installation through this process, there is problem in view of the reports (like
display of the computation etc.) do the following.
Step 1 Internet explorer setting
Add computaoxnline in the trusted sites
In security Tab of the I.E. Shift security level to Medium-low
Uncheck the protected mode
In case of Windows 2008 or Windows 2003 server installation
Step 2 Close handle
If active is not work properly even after above steps do the following step
o Run file procexp.exe from Troubleshoot folder
o Find file msvbvm60.dll
o Select the file
o File msvbvm60.dll will select in the previous window
o Right click it and click the option “close handle”
o Now again install activex
Annexure-D
S.No Check Point Narration
Computer Date Computer date should be current in "dd/MM/yyyy" format
on server
Trusted site Include computaxonline in trusted sites. This setting
should be on server and LAN
Running on Lan or
not
If internet explorer In Internet Explorer>Tools ->Compatibility View Setting>
8 is installed Add our website to run in Compatibility Mode
Data Import from Check number of parties import in the new
old software software
Check that billing data has been import
Popup Blocker This setting is required on server as well as on
nod.
You can check this by opening Tax> Ready
Reckoner> Gold and silver rate. If it is opening
setting is perfect. Othewise do following.
1. Select ‘Tools’ → ‘Internet Options’ → ‘Connections’ → ‘LAN
settings’ → ‘Advanced’
2. Type ‘CompuOffice Online’ URL (server address) in input
box named ‘Exceptions’
If after doing above Popup blocker is restricting then Find
out appropriate option in toolbar/antivirus’ settings and
allow/add ‘CompuOffice Online’ URL (server address)
CMS setup Set for daily backup
Backup setting Set additional path for backup, It is advisable to
define for the different computer.
