Tax & Documentation
PAN, tax filing, and documentation services — help customers with essential paperwork, digitally.
What it is
Documentation and tax-related services that help customers apply for or manage essential documents such as PAN, and complete related filings through a guided, digital process.
Who it's for
Advisers and retailers who assist customers with paperwork and want to offer documentation services alongside other financial services.
Your role as a partner
As a partner you collect the required information and documents, submit the request through the platform, and keep the customer updated. Processing is handled by the relevant authority or partner service provider.
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1
Identify the customer's documentation need
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2
Collect the required details and documents
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3
Submit the request digitally
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4
Share updates and the final output with the customer
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5
Earn commission on successfully completed services
Requirements
- An active partner account with completed KYC
- Accurate customer details and valid supporting documents
- Customer consent for processing
Benefits
- Offer everyday documentation services in one place
- Guided, paperless submission
- Add value for customers beyond financial products
Good to know
- Processing time and approval depend on the relevant authority or provider
- Requirements may change as per government or provider rules
- Service availability may vary
Frequently asked questions
Does Stepway Online issue documents directly?
No. Stepway Online facilitates the request digitally. Issuance is done by the relevant authority or authorised provider.
What if a submission is rejected?
Rejections are governed by the authority's or provider's rules. You can assist the customer in correcting and re-submitting where permitted.
Offer Tax & Documentation to your customers
Join the Stepway Online partner network — free to start.