Automation of Form 15CB Utility Using Excel VBA

1. Problem Statement

Preparation and filing of Form 15CB involves manual entry of repetitive details into the utility provided by the Income Tax Department. For every remittance, professionals are required to re-enter data from their working sheets into the utility, which is time-consuming, prone to errors, and reduces efficiency.

2. Objective

To automate the data entry process for Form 15CB utility using Excel VBA with AI-enabled automation logic, thereby reducing human effort, improving accuracy, and ensuring timely compliance.

3. Solution Overview

The solution is an Excel-based automation tool integrated with VBA scripts that:

· Reads remittee-wise details from the working sheet.

· Loops through each row and auto-fills the 15CB Java utility using automation scripts.

· Uses a combination of constant values (common for all cases) and dynamic row-wise data.

· Eliminates the need for manual typing and reduces chances of clerical errors.

· Ensures repeatable and scalable process for multiple entries.

4. Key Features

· Dynamic looping: Processes all rows in the “Details of Remittee” sheet.

· Hybrid automation: Combines constant sheet values with row-specific details.

· Accuracy: Minimizes manual intervention, ensuring error-free form filling.

· Productivity: Reduces filing time significantly.

· Scalability: Can be extended to handle large data sets with minimal modification.

5. Benefits

· Time saving: Cuts down preparation time by more than 70%.

· Error reduction: Avoids repetitive manual mistakes.

· Standardization: Ensures consistent compliance documentation.

· Ease of use: Can be operated by team members without deep technical expertise.

6. Technology Stack

· Microsoft Excel VBA – for data handling and automation.

· SendKeys – for interaction with the Form 15CB utility.

· Structured Excel sheets – for managing constant and dynamic values.

7. Impact

This automation provides a practical AI-driven solution for Chartered Accountants, making compliance work more efficient and reliable. It demonstrates how AI and automation can be applied in day-to-day professional work, creating real value for practitioners.