Update fund tax rows when PAN is received
Update fund tax rows when PAN is received
Your tax compliance sheet misses investor PANs when procurement events arrive unrecorded, causing filing delays. Keep PANs recorded so compliance and operations complete filings and onboarding same day.
Overview
When investor PANs come in from procurement channels, manual reconciliation holds up filings and onboarding. This flow writes PANs into your master tax sheet and flags missing entries so compliance and ops can close records the same day.