> For the complete documentation index, see [llms.txt](https://docs.cleartax.in/product-help-and-support/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.cleartax.in/product-help-and-support/for-large-businesses/clearmax-itc/get-started-with-clearmax-itc.md).

# Get started with ClearMax ITC

## **Onboarding**

### &#x20;**1. How is Max ITC going to help you?**

Max ITC will help your business in

* Marking your ITC journey on autopilot by seamlessly reconciling documents & avoiding any manual intervention & tracking invoices at every state.
* Recovering pending ITC from vendors by two-way vendor communication and automatic vendor payment blocking using vendor whitelisting and blacklisting.
* Filing entire GSTR 3B basis actions taken on Max ITC.
* Providing ready insights on CFO dashboard for your leadership.

### **2. What are the steps to onboard in the system?**

Please follow the below steps to onboard in the system of Max ITC :

* Ingest your Purchase Register (PR) by selecting the template of your choice and the return period.

Please find below the screenshots that will help you better understand the onboarding process:<br>

### Step 1:  Welcome screen to get started.

![](/files/KHvw6qNV3LP3uRYbfkGK)

### Step 2 : Enter GSTIN credentials.

Add a GSTIN that you wish to onboard with.

![](/files/g60udbD5e4GEI0FfnqHA)

### Step 3 : Authorizing GSTIN credentials by entering OTP.

Authorize your GSTIN by entering relevant credentials and authorizing it by entering OTP.

![](/files/SbDpvYTAVn6jjvRAo26g)

### Step 4 : Fetch 2A data from GSTN by selecting the relevant return period.&#x20;

Confirm the return period for which data has to be downloaded and reconciliation has to be run.

<div align="left"><img src="/files/9I4PLSiORGfD65s1RtSa" alt=""></div>

Upload your Purchase Register using CT Template provided. Correct any errors that might be in the ingested file & reupload corrected file.

![](/files/MQdjY5Ev5LelHHEVP2Xd)

## Maintenance

### Regular OTP Activation

Your monthly activity of activating GSTINs one-by-one and entering OTPs can be quickly completed with a single-click to activate all you GSTINs

Steps:

1. Set up an auto-forward rule from your registered email address to send all the OTPs to a mailbox provided by Clear
2. Go to Settings --> Global Settings --> GSTIN Credentials and click on "Connect inactive GSTINs"&#x20;
3. Clear Financial Cloud will read the OTPs received through the auto-forward and activate all your OTPs in 10 mins

<figure><img src="/files/UdCCyPkTPkW3xYx6k3iu" alt=""><figcaption></figcaption></figure>
