BASIC SLSP — User Guide

Before You Start

• Prepare your transaction Excel file in .xlsx format.
• Use the correct template for the module you are processing.
• Make sure your tax month/year are correct. Purchases uses the selected client's saved taxpayer details; Sales has its own taxpayer fields.
• Your original Excel file is not modified by the generator.

Validation & Preview

1. Upload the Excel file.
2. Select Tax Month and Tax Year.
3. Enter the Owner / Taxpayer TIN.
4. For Sales, enter the Registered Name when requested.
5. Click Validate & Preview.
6. Fix all errors before generating. Warnings should be reviewed carefully.
7. When validation passes, review the preview and click Confirm & Generate RLF.

Important Processing Rules

• Smart column mapping helps recognize supported column names.
• Blank name fields may carry down from the prior record where supported; addresses are never carried down.
• Financial values are not automatically carried down.
• The engine cleans supported name fields but does not guess or split a single name into first/middle/last names.
• Always review the validation result before generating your final RLF.

After Generation

You will receive a success screen with a download button for the generated RLF file. The generation is also recorded in your dashboard activity and usage counters.

Account & Free Generations

• My Account: manage profile, email, password, free RLF generation allowance.
• Free RLF generations: view your remaining allowance.
• My Excel Upload History: review your own uploaded Sales/Purchases workbooks, dates, filenames, file sizes, and status.
• Dashboard: monitor RLF generation counts and recent activity.