Settings
Learn how to Add DSC, credentials, User Access Management and update credentials from Clear TDS
Various Activities you can perform are as follows:
- Add or Update "contact Master list"
- Add or Update Income Tax, TRACES & Reporting Portal "Credentials".
- Add or update "DSC" for signing your certificates like Form 16/16A/27D.
- You can add the deductor under the same PAN or different PAN through "Business Settings"
- You can invite/add users according to your wish to whom you want to give restricted access through "User Access"
- You can update your "profile" like Name, password, Profile Picture and contact no
- You can update your "Workspace" like name, GSTIN, Company LOGO, Business address and Legal Name.
Steps to Guide:
You can
- Add or Update "contact Master list"
- Add or Update Income Tax, TRACES & Reporting Portal "Credentials".
Contact master
Credentials
You can maintain a list of those PANholders to whom they want to distribute certificates in contact master. User will add email ID’s to their respective PANholders
Also they can add or remove from that list if the user wishes too.
Steps to Guide:
- 1.Go to settings
- 2.Go to Contact Master under the Local settings
- 3.Click on Add contact
Case 1: If you wants to add single contact, click on add single contact.
Once a you will click on Add single contact, a dashboard will open and have to fill details like Name, PAN, Email ID, Phone No and email option and then click on "continue"
Case 2: If you wants to add contacts in Bulk, click on add Bulk contact
Steps to guide to add bulk contact:
Step 1: Download the template by clicking on option “Download contact template and add data”
Step 2: Prepare the template by adding details like Name, PAN, Email ID, Phone No and email option.
In that excel sheet NAME, PAN , EMAIL, EMAIL options are mandatory to fill rest are optional.
Email option means : they want to send emails to receiver in TO, CC or BCC.
Step 3: Upload the sheet by clicking on “Select a .xls file to import” and all data is uploaded.
Step 4:
Case 1: When data is successfully uploaded without any error
Once all the data is imported onto the platform, you will be able to see the summary of the import. And then click on proceed.
Case 2: When data is partially uploaded or not uploaded with error
Step 1: You can see if there were any errors identified during the import. In case of any errors, click on ‘Download File’
Step 2: This will download their error file containing all the errored line items and the reasons for the errors to your local system.
Step 3: You can correct all the errors in the file and save it in your local system. And then upload this saved file by clicking on “‘Upload Corrected File’
Step 4: Click on Finish
Additional Features:
- 1.Edit Details
- 2.Download Contact Master
- 3.Delete contact Master
- 1.Edit Details: You can edit the details as well by clicking on “Edit details” option
- 2.Download Contact Master: You can download the contact master data in excel sheet by clicking on option :Action tab’, in that action tab there is option called “download contact master”
- 3.Delete contact Master: You can delete either all or any one contact master data in excel sheet.
Step 1: Go to settings
Step 2: Choose contact master under the local settings
Step 3; Select Box or tick mark that box
Step 4: Go to action Tab
Step 5: Click on download Delete contact
You can Save/Update/Add/Delete their TRACES credentials and Reporting portal credentials in settings dashboard.
Step 1: Go to settings
Step 2: Choose credentials under the local settings.
There will be dashboard open with tab TRACES and Reporting portal
Step 3: You can choose
TRACES Tab - Save/Update/Add/Delete the TRACES credentials
Reporting Portal Tab - Save/Update/Add/Delete the Reporting Portal credentials
Income Portal Tab - Save/Update/Add/Delete the Income Tax Portal credentials
Step 4: case 1: Choose Add Credentials for adding the credentials
Case 2 : Choose Edit for update the credentials
Case 3: Click on delete for deleting the credentials
You can
- Add or update "DSC" for signing your certificates like Form 16/16A/27D.
- You can add the deductor under the same PAN or different PAN through "Business Settings"
- You can invite/add users according to your wish to whom you want to give restricted access through "User Access"
- You can update your "profile" like Name, password, Profile Picture and contact no
- You can update your "Workspace" like name, GSTIN, Company LOGO, Business address and Legal Name.
Business settings
User access
DSC configuration
Workspace
Profile
You can add the deductor under the same PAN or different PAN.
Steps to guide:
- 1.Go to settings
- 2.Go to Business settings under the global settings
- 3.Go to TDS option- This dashboard displays PAN/TAN of entities along with their name. It also displays which TAN is registered against which PAN
- 4.Click on Add Business to add further TAN under the same or different PAN.
If the user wants to add PAN for adding different TAN.
Step 1: Click on Add Business
Step 2: Choose Add new PAN
Step 3: Enter PAN Name and PAN
Step 4: Click on save and PAN will be added
If you wants to add TAN
You have 2 options to add TAN they can choose any of the below options
1st option: Click on Add Business to add further TAN under the same or different PAN and then click on Add new TAN
You can add details manually or via conso file.
Case 1: user add the details manually
Step 1: Select PAN under which TAN wants to created, enter deductor name, enter TAN and Branch
Step 2: Click on “save and continue”
Step 3: Then click on Edit and enter all deductor details like permanent information, contact details, responsible person details.
Step 4: Once you have filled all required information and then Click on save
Case 2: user add the details via conso file
You can adds data via conso file, you need not add any deductor details manually. For adding conso file click on add “import.tds file” and once file is uploaded click on “proceed”
2nd Option : Click on Add TAN to add further TAN under the same or different PAN.
Once you click on Add TAN they can proceed to add deductor details either manually or via conso file as explained above.
You can invite/add users according to your wish to whom you want to give restricted access. Access can be of two types: Admin Access and Data Preparation Access.
ADMIN: user can perform every task from file ingestion to FVU filling
DATA PREPARATION ROLE: users can perform these tasks like file ingestion, data validation etc. but they can’t generate FVU.
Steps to guide how to add/invite users to their existing entities
- 1.Go to settings
- 2.Go to user access under the global settings
- 3.Select on invite user
- 4.Once you will click on invite user, you have to enter user details like: Name, email, choose product- for which product you want to give access TDS,GST, MaxITC etc, then choose a role ADMIN or DATA PREPARATION ROLE
- 5.Choose Entity, for which entity they want to give access and then click on invite user.
Once you click on invite user, notification will be received that “User invite sent successfully via email”. Sender will receive the mail with the subject name: Invitation to join xxxx sent.
Note: for that user for whose receiver invite is sent, he/she will go to their mail and the mail which received by the receiver will have to accept that invite.
Receiver will receive mail with the subject name : Invitation to join Clear - xxxxxx
You can add DSC for signing their certificates like Form 16/16A/27D. It is cloud based signing. You need not attach a pen drive every time for signing the certificates.. Users can save their signature on this portal.
Step 1: Go to settings
Step 2: Go to DSC Configuration under the Global Settings
Step 3: Upload your DSC in .pfx format
You can update your Workspace like workspace name, GSTIN, Company LOGO, Business address and Legal Name.
Steps to Guide:
Step 1: Go to settings
Step 2: Go to Workspace under the Global Settings
Step 3: Click on Edit
Step 4: Update the Name, password and contact no
Step 5: Click on “Save Changes”
You can update your profile like Name, password, Profile Picture and contact no but you can’t update emailID.
Steps to Guide:
Step 1: Go to settings
Step 2: Go to Profile under the Global Settings
Step 3: Click on Edit
Step 4: Update the Name, password and contact no
Step 5: Click on “Save Changes”
Last modified 2d ago