Addition of partner from Paid Assistant

How to update ICAI SSP Portal for addition of partner from paid assistant. Do we need to first remove the member from paid assistant and then add as a partner. Or there is a direct option to add partner from paid assistant.

Replies (1)

Great question! Regarding the ICAI SSP Portal and the addition of a partner who was earlier a paid assistant, here’s how it generally works:

Process for Adding a Partner from Paid Assistant on ICAI SSP Portal

  1. No direct “convert” option:

    • The portal does not provide a direct option to convert a paid assistant into a partner.

  2. Remove the Paid Assistant first:

    • You must first remove the person from the paid assistant role in the portal.

    • This updates their status and frees them up for other roles.

  3. Add as a Partner:

    • After removing them as a paid assistant, you can then add them as a partner in the firm through the “Add Partner” option.

    • Provide all required details for partner addition and submit accordingly.

  4. Follow all procedural compliance:

    • Ensure you have followed the firm’s internal procedures for partner admission.

    • Update all necessary documents like partnership deed, ICAI membership, and inform ICAI via the portal.


Summary:

  • Remove the person as paid assistant first.

  • Then add them as partner via the portal.

  • No direct “switch” option.

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