The Institute of Chartered Accountants of India (ICAI) has extended the Bulk UDIN Generation facility to the Tax Audit and Audit & Assurance Functions categories on the UDIN Portal.
Earlier, the bulk facility was available only under the Certificates category. With this extension, members can now generate multiple UDINs for forms and documents covered under Tax Audit and Audit & Assurance Functions in a single go.
The new facility is aimed at making the UDIN generation process more convenient for Chartered Accountants handling multiple forms or documents at the same time.
What is the Bulk UDIN Generation Facility?
The Bulk UDIN Generation facility allows ICAI members to enter details for multiple forms or documents and generate their respective UDINs together, instead of completing the process separately for every document.
For Tax Audit and Audit & Assurance Functions, members can generate between 3 and 10 UDINs in a single go.
Unlike the Bulk UDIN facility under the Certificates category, the new facility for these two categories works through the User Interface (UI). Members therefore do not need to upload an Excel file to generate these UDINs.
Bulk UDIN Generation: Categories Covered
The facility has now been extended to the following categories:
- Tax Audit
- Audit & Assurance Functions
This means members working on multiple documents falling under either of these categories can use the bulk functionality to streamline the UDIN generation process.
How Many UDINs Can Be Generated in Bulk?
Under the new facility, a member can generate:
- Minimum: 3 UDINs
- Maximum: 10 UDINs
in a single bulk submission.
This can be particularly useful when several forms or documents need to be processed around the same time.
How to Generate UDINs in Bulk for Tax Audit and Audit & Assurance Functions?
Members can follow the steps below on the UDIN Portal.
Step 1: Log in to the UDIN Portal
After logging into the UDIN Portal, go to the 'Bulk UDIN' option available in the menu bar.
Step 2: Select the FRN
Select the relevant FRN for which the UDINs are required to be generated.
Step 3: Select the Relevant Category
Choose the appropriate category:
- Tax Audit , or
- Audit & Assurance Functions
depending on the nature of the forms or documents for which UDINs are being generated.
Step 4: Add Rows
Click on the 'Add Row' button displayed on the right-hand side.
The UDIN generation page will then open. Since the bulk facility for these categories is UI-based, members need to follow the same process that applies to individual UDIN generation under the respective category.
Step 5: Enter the Required Details
Enter the details of each form or document by following the procedure applicable to individual UDIN generation for the selected category.
Step 6: Save as Draft or Proceed
Once the details have been entered, members have two options:
- Click 'Save Draft' if they want to save the information and complete the process later.
- Click 'Send OTP' to proceed with submission.
Step 7: Verify OTP and Submit
After selecting 'Send OTP', verify the OTP and click 'Submit' .
Once the submission is completed, the respective UDINs will be generated.
Can Details Be Edited Before Final Submission?
Yes. ICAI's FAQs clarify that the details entered for forms or documents included in a bulk UDIN request can be modified or removed before final submission.
The forms or documents added for bulk generation are displayed as a list on the User Interface. Members can therefore edit or delete the details of a particular form or document before submitting the final request.
Key Takeaways for Chartered Accountants
The extension of Bulk UDIN generation to Tax Audit and Audit & Assurance Functions simplifies the process for members handling multiple documents.
The important points to remember are:
| Particulars | Details |
|---|---|
| Categories covered | Tax Audit; Audit & Assurance Functions |
| Minimum UDINs | 3 |
| Maximum UDINs | 10 |
| Generation method | User Interface (UI) |
| Excel upload | Not required |
| Draft option | Available |
| OTP verification | Required before submission |
| Editing before submission | Allowed |
| Deletion before submission | Allowed |
Conclusion
The extension of the Bulk UDIN Generation facility to Tax Audit and Audit & Assurance Functions provides Chartered Accountants with a more streamlined way to handle multiple UDIN requirements.
With the ability to generate 3 to 10 UDINs in one go, a UI-based process, draft functionality and the option to edit or delete entries before final submission, the facility can make the UDIN workflow more convenient for members handling multiple audit-related documents.
For members using the UDIN Portal, understanding the new bulk facility can help reduce repetitive data entry and make the UDIN generation process more efficient.
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