assureTP: A Smarter Form 3CEB Workflow from Last-Year Data to Reviewed JSON

What is assureTP?

assureTP is assureOffice’s application for preparing and reviewing Form 3CEB, the accountant’s report used for reporting relevant transfer pricing transactions. It provides a client-and-year-based workspace for recurring details, associated enterprises, transaction schedules, Working Excel and report output.

For teams handling several transfer pricing engagements, the everyday benefit is clear: reduce repeated data entry and make it easier to see the information that still needs attention before filing.

Stop rebuilding every client from a blank form

A repeat Form 3CEB engagement usually includes familiar enterprise details and relationships, alongside transactions and amounts that change each year. assureTP can import a supported prior-year Form 3CEB JSON using PAN and Assessment Year. Its import workflow can create the appropriate new client/year or update an existing record with overwrite confirmation.

Recurring information provides a starting point. Review changes in associated enterprises, relationships, transaction types and disclosures before relying on it for the new engagement.

What if last year’s JSON is unavailable?

Some reports were completed directly on the Income Tax Portal, leaving the team with a downloaded filed-form PDF rather than a readily available JSON. The inspected suite includes a parser for supported portal-generated Form 3CEB PDFs, with PAN/year checks, clause-level extraction information and warnings.

This gives the team another route to reuse available records. It is specific support for recognised Form 3CEB layouts—not a claim that any scanned or differently formatted PDF can be imported perfectly. Review extracted enterprise details and every relevant transaction, particularly when source text wraps over several lines.

A Working Excel that fits the collection process

assureTP supports blank and filled Smart/Working Excel templates and their re-import. Instead of asking a client or team member to type directly into every screen, the team can prepare the supported workbook, update the information and return it for review.

1. Open the correct client and Assessment Year.
2. Import available source information or prepare the year from recurring details.
3. Download the relevant Working Excel.
4. Update transaction descriptions, amounts and other supported fields.
5. Re-import the completed workbook and review the resulting form.
6. Resolve validation issues and generate the required output.

The useful saving is avoiding a second full round of typing after the data has already been collected in a structured workbook.

Keep the portal retrieval process connected

The shared Income Tax Portal connector includes supported retrieval flows for previously filed Form 3CEB documents. The suite can also process a supported downloaded PDF where the JSON is unavailable. Portal access requires authorisation and the configured connector; OTP and portal changes may require user intervention or manual retrieval.

Review transaction coverage, not just the totals

A Form 3CEB review should check whether all reportable transactions have been included, whether they sit in the correct clauses and whether descriptions and values match the working records. A total alone cannot show whether one transaction has been omitted or classified incorrectly.

assureTP’s structured form and Excel workflows help keep this review organised. The reporting team remains responsible for the applicability, transaction classification, method and supporting transfer pricing analysis. Form preparation does not itself replace a transfer pricing study or benchmarking exercise.

Preview, validate and generate JSON

The app includes form previews, Excel output and Form 3CEB JSON generation against its supported CBDT schema. Schema validation can identify structural problems before download; it does not guarantee acceptance of every filing circumstance or establish the substantive correctness of the report.

Review the generated preview and resolve validation messages before proceeding through the applicable authorised signing and portal-submission steps. Downloading a JSON is not, by itself, proof that the form has been filed.

Cloud access and controlled teamwork

Access the assureOffice tax apps online at tax.assureoffice.in. Your team can work from one shared client list. Admins can add team members and choose which clients each member can access, reducing the need to share files repeatedly.

The apps are hosted on Hostinger, an ISO/IEC 27001:2022-certified hosting provider. Client access is controlled through user accounts and permissions.