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API - Only by CT SI

Scope of Services for ASP/GSP Integration - ASP API -

a) Feature List of Cleartax ASP GSP GST Software is as below

Module
Feature
Description

Compliance

GSTR Preparation

* Support and preparation of GSTR Returns.

Advanced filing features

* Handling stock transfers, reverse charge scenarios, b2b vs. b2c rollups.

Reconciliation: Bucketing - Match, Mismatch.

* Reconcile ERP Purchase Register against Vendor-filed GSTR1. Bucket into matches, mismatches with ability to auto assign to shared. * Bulk actions to auto accept, reject, modify. * Filters by Vendors, GSTIN, branch/location, etc.

User Training

* Online training to finance team members on how to operate the software.

Business Intelligence Reporting

Reports

* Standard MIS reports GSTIN-wise, tax ledgers.

Data Import

* Client-specific template can be field mapped to Licensor via field mapper.

Integrated Invoicing system

GST compliant invoicing system

* Ability to generate, print GST compliant invoices from the compliance solution.

b. Scope of Services for API Development

The deliverables shall encompass designing and development of the following components.

1. Design and develop a dashboard in ERP (hereinafter referred to as ClearTax Compliance Cockpit)

1.1. The selection screen shall have options to filter documents based on Company code/Plant code, Document number range/series, Document date range, Document type, Document status, Any other relevant attribute.

1.2 The report to extract and list outward and inward documents from the source ERP shall cover the following ClearTax document types relevant for GST like invoice, credit note, debit note, bill of supply, advance, any others document as applicable covering all various business scenarios like

  • B2B and B2C transactions

  • Inter-state and Intra-state transactions

  • Exports, Imports and SEZ transactions

  • Amended and cancelled transactions

  • Reverse charge transactions

  • Nil rated, zero rated and exempted items in documents

1.3 The report shall have all the document level columns with options to toggle visibility and order of each column.

1.4 The report shall display the status of data synchronisation actions at document level. Based on the activity, the status of the documents may change with the success message and metadata (uploaded date, etc) or error message for the use of end users.

1.5 The report shall have UI elements to select one or more documents and action buttons to trigger the following actions either for a single document or for bulk documents (multi select):

  • Upload document

  • Delete document

  • Cancel document

  • Get document

  • Download document(s) as CSV and JSON in ClearTax GST formats.

The following actions can be supported at an additional cost according to the requirement:

  • Get 2A documents from ClearTax (Add-on Scope)

  • Get Recon documents from ClearTax (Add-on Scope)

  • Get Taxpayer profile details (Add-on Scope)

  • Get Taxpayer compliance details (Add-on Scope)

1.6 The actions can be triggered as per customer’s request either -

  • On a real-time basis when an invoice is generated or approved and / or

  • On a scheduled basis and / or

  • On click of UI elements in the ClearTax Compliance Cockpit.

1.7 For each action specified above

  • Transform the source data/documents into the format acceptable by Cleartax APIs and/or in consonance with what is prescribed/acceptable by the Government.

  • Perform field level validation and business validation checks as per Cleartax schema.

  • Load the transformed data/documents using RESTful APIs to the Cleartax application.

  • Receive the response based on user action like uploaded date, GSTN Sync status, cancelled date, etc from Cleartax APIs along with additional information, errors and other metadata.

  • Update the received information back in the ERP.

1.8 Handle errors and exceptions for (i) Cleartax validations (ii) internet downtime (iii) Cleartax API downtime (iv) invalid response from Cleartax application.

c.Scope Limitations and Customer Dependencies

  1. The scope of integration is limited to application development. Any network, firewall, OS, Basis level configurations will need to be done by the customer's IT team.

  2. Infra: Cleartax and its system integrator will commence the project once infra is set up by the customer’s infra team and the customer provides necessary access to Cleartax and its system integrator. This activity should be done by the Customer within 5 working days from project kick-off date

  3. Network: Cleartax does not provide end to end service on network set up.

  4. Basis: Cleartax does not provide any support related to Basis.

  5. Maintaining master and transaction data: Cleartax will not create or maintain the master and transaction data.

  6. A remote connection / VPN / iVPN connectivity would be required at the delivery center of ClearTax /its system integrator. Alternatively the customer may provide a laptop incase VPN access cannot be provided. If the Customer chooses to provide a laptop then it shall be provided within 7 working days of the execution of this Engagement Letter. Skype or any other mode of remote access shall not be acceptable unless the Customer agrees to additionally pay for such remote access.

  7. Customer shall share appropriate Business requirement/functional documentation about the system configuration with the consulting team for study and understanding.

  8. Appropriate and timely system access to the consulting team shall be provided at periodic intervals or based on the milestones.

  9. ClearTax/SI shall submit the system to the customer team for Approval/User AcceptanceTesting (UAT). In the interest of timely completion of the project, all the test cases as per the functionalities agreed in Scope of Work in this LOE are to be tested and UAT sign-off to be provided by the customer within 14 days of moving the project to UAT.

  10. Once the UAT sign-off is provided by the customer need to give necessary clearance to move the code to production within 7 days.

  11. In case the UAT sign off is not provided within 14 days as per point (ix) above, the project will be deemed to have successfully gone live and ClearTax shall be entitled to raise invoices for the amounts payable by the Customer.

d. Integration Post Go-Live Support – Cleartax will provide one-month post go live support to the customer from the go-live date of integration. Such support includes fixing any breakages in functionality only with respect to the original scope of work for integration. It excludes

  1. additional features or enhancements which are not contained in the original scope of work for integration.

  2. breakages in functionality arising out of any subsequent changes (including but not limited to changes in APIs / schema fields) stipulated by the government/GSTN/NIC after the initially agreed scope of work.

e. Annual Maintenance (AMC) for Integration - Customer may avail annual maintenance services for integration for the Period of Engagement by paying appropriate AMC fee. The AMC support will include fixing any breakages in functionality only with respect to the original scope of work for integration. It excludes

  1. additional features or enhancements which are not contained in the original scope of work for integration.

  2. breakages in functionality arising out of any subsequent changes (including but not limited to changes in APIs / schema fields) stipulated by the government/GSTN/NIC after the initially agreed scope of work.