{% extends "ui/templates/base/layout.html" %} {% block content %}

Preview Firm Creation

Review the details. Nothing is saved until you click Confirm.

{% for key, value in form.items() %} {% if value is sameas true %} {% elif value is not sameas false and value is not none %} {% endif %} {% endfor %}

Firm

Code
{{ form.tenant_code }}
Name
{{ form.tenant_name }}
Type
{{ form.firm_type }}
Timezone
{{ form.default_timezone }}
Storage
{{ form.default_storage_mode }}

Primary Branch

Code
{{ form.branch_code }}
Name
{{ form.branch_name }}
City / State
{{ form.branch_city or '-' }}{% if form.branch_state %}, {{ form.branch_state }}{% endif %}
PAN
{{ form.branch_pan or '-' }}
GSTIN
{{ form.branch_gstin or '-' }}

Primary Firm Admin

Name
{{ form.admin_full_name }}
Email
{{ form.admin_email }}
Mobile
{{ form.admin_mobile or '-' }}
Role
Firm Admin

Financial Year

{% if form.create_financial_year %}
FY
{{ form.fy_year_code }}
AY
{{ form.fy_assessment_year }}
Dates
{{ form.fy_start_date }} to {{ form.fy_end_date }}
Current
{{ 'Yes' if form.fy_is_current else 'No' }}
{% else %}

No financial year will be created now.

{% endif %}
Confirming will create the tenant, head office branch, Firm Admin user, invite token and optional financial year.
Cancel
{% endblock %}