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Addition of partner from Paid Assistant

Knowledge resource 1326 views 1 replies

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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