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# Product Guides

Welcome to ClearTax Product Support!

Browse our in-depth guides to help get you started    

{% tabs %}
{% tab title="Enteprises" %}
[**GST Compliance**](/product-help-and-support/for-large-businesses/gst-compliance) Complete, end-to-end GST filing and reconciliation solution

[**E-Invoicing**](/product-help-and-support/for-large-businesses/e-invoicing) Fast and reliable E-Invoicing solution

[**E-way Bill**](/product-help-and-support/for-large-businesses/e-way-bill) Smart E-way Bill solution for compliant and efficient movement of goods

[**MAX ITC**](/product-help-and-support/for-large-businesses/max-itc) Powerful solution for maximizing Input Tax Credit

[**Notice Tracker**](/product-help-and-support/for-large-businesses/notice-tracker) Complete solution for Notice Tracking

[**GL Stream**](/product-help-and-support/for-large-businesses/gl-stream) Manage General Ledger data and automate recon

[**Clear TDS**](/product-help-and-support/for-large-businesses/cleartds) File compliant TDS returns & reconcile 26AS credits with TDS receivables

[**ClearTax E-Invoicing KSA**](/product-help-and-support/for-large-businesses/cleartax-e-invoicing-ksa) Fast, dependable, affordable ZATCA certified phase 1 and phase 2 E-Invoicing solution

[**Our APIs**](https://docs.cleartax.in/cleartax-for-developers/) APIs for secure ERP Integration across all compliance modules
{% endtab %}

{% tab title="SMEs" %}
[**GST Compliance**](/product-help-and-support/for-small-businesses/gst-compliance)  All-in-one software for GST filing and reconciliation requirements
{% endtab %}

{% tab title="Tax Experts" %}
[**GST Compliance**](/product-help-and-support/for-small-businesses/gst-compliance)  All-in-one software for GST filing and reconciliation requirements
{% endtab %}

{% tab title="Individuals" %}
[**File ITR**](/product-help-and-support/for-individuals/file-itr) Tax returns in under 7 minutes

[**Invest and Save**](/product-help-and-support/for-individuals/invest-and-save) Invest in mutual funds on ClearTax and grow your wealth

[**Expert Assistance**](/product-help-and-support/for-individuals/expert-assistance/faqs) Get experts to manage your tax compliance
{% endtab %}
{% endtabs %}

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-Mb_gXEjDbOAjp8Rfbwh%2F-Mb_i-lurnmbJQUj9hZ5%2FScreenshot%20\(46\).png?alt=media\&token=35863208-f373-4414-b273-9f52c3068a54)


# Release Notes - Clear Finance Cloud

This page has details of new features release, enhancements made to existing features and bugs fixes.

Features with the tag <mark style="color:green;">**EA**</mark> are available selectively to certain customers. All other features are available to all customers who have purchased the relevant Clear products.

EA products/features are made available to customers on an invite-basis only. Customers can expect some bit of instability and bugs in the product since these will be early versions of the product/features. If you would like to get early access to these, please write to your account manager.

## Oct 2026 | Making E-Invoicing Painless Across the Middle East

E-invoicing in the Middle East now takes less effort at every step. Oman businesses can run B2B, B2C and self-billed invoicing end-to-end on one platform, through the portal, API, SFTP or their ERP. They can also onboard POS devices without a developer.

Day-to-day work gets lighter too. UAE businesses get automated status notifications instead of checking the API again and again. Teams in both the UAE and Oman can download audit-ready document sets and see the buyer and seller on every invoice at a glance.

#### Key Highlight of This Release

1. GSTR-9 now fills itself from the Table 4 data you already locked for GSTR-3B, so year-end prep needs zero recalculation. *GTS*
2. Reconcile TDS credits against Form 168 (formerly 26AS) inside Clear, using the department's own PAN data for accurate matching. *TDS*
3. Apply Clear's net-off recommendations for credit/debit notes and reversals to your books in one click. *TDS*

### India

#### Clear Compliance Cloud

#### GST

1. **GSTR-9 preparation with Table 4:** Users filing their GSTR-3B returns using Table 4 snapshot prepared by system, now can prepare the GSTR-9 using Table 4 withou manual calculation or workings needed. If Table 4 is locked every month, just choose Table 4 snapshot as data source in GSTR-9 and system will autofill values in tables 6, 7, 8, 12 and 13 of GSTR-9.
   1. Users filing GSTR-3B from Table 4 as-is without manual adjustment, system will compute and autofill all relavant tables of GSTR-9.
   2. Users filing GSTR-3B from Table-4 but doing some adjustment, system computed GSTR-9 may have different values than their own working

*This feature is rolled out to selected customers and can be enabled on request.*

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fb8Df6B2HhLVd8tW9iWPz%2FScreenshot%202026-10-01%20at%206.00.10%E2%80%AFPM.heic?alt=media&amp;token=e3386c13-e206-4447-b561-9689c23f5d18" alt=""><figcaption></figcaption></figure>

2. GSTR-9 Document Level Report: Customers preparing GSTR-9 using Table 4 snapshot can download document level report to see impact in GSTR-9 tables at document level. *This feature is rolled out to selected customers and can be enabled on request.*

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FCfbDNmvrfpyr0hTh61Aj%2FScreenshot%202026-10-01%20at%206.00.23%E2%80%AFPM.heic?alt=media&amp;token=1663c118-36d7-4d11-aa19-3ff18ad28ab1" alt=""><figcaption></figcaption></figure>

#### TDS

**Correction returns (26Q / 140, 27EQ / 143, and 24Q / 138) and e-filing for FY 2026-27**

Correction returns for Form 26Q / 140, 27EQ / 143, and 24Q / 138 are now enabled in the product for FY 2026-27. You can request the Conso file and proceed with corrections.

E-filing through the ITR portal and the Clear option are also enabled for FY 2026-27.

**26AS vs TDS receivable recon for FY 2026-27**

Form 26AS is now Form 168. Product now processes the updated format as per Form 168. Now, users can place the 26AS / 168 request through the product and proceed with reconciliation.

The Department has now started providing PANs in Form 168. For reconciliation, the product will first consider the PANs provided in Form 168, wherever available. If PANs are not available in Form 168, the product will follow the existing approach to fetch the PANs, ensuring seamless TAN<>PAN mapping and reconciliation.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FK7PuufRGGL0EOkpcHm9W%2Fimage%20(63).png?alt=media&amp;token=c7456e23-e7f0-4acd-b205-6540970bae3d" alt=""><figcaption></figcaption></figure>

If the TAN<>PAN mapping is updated, users will be notified through a pop-up that the previously run reconciliation was based on the earlier TAN<>PAN mapping.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FH0PpwRaat6FVmd6GbNDh%2Fimage%20(64).png?alt=media&amp;token=75f880f9-a276-4a6c-ba80-5957ea3f22ef" alt=""><figcaption></figcaption></figure>

**Ease of net-off of negative entries (CDNs/Reversals)**

You now have an option to straightaway apply our net-off recommendations to your books data in one click.

<img src="https://codahosted.io/docs/W0-TmLvbP-/blobs/bl-WEVqVoUG7A/78e8e08f2fd736faec2e5ac42c77e8df41b4897da08e1e10fe30bda6458ce99ea609bc2d471878dfa302da06197e1e9b94d68c0e6cc6514528a658b394e101881232ebd015db9c39b6b57c6315b30e201115464c4ec583d870e4aff79be1a64582d95768" alt="" height="347" width="734">

\
**Taxable amount of Expense Line and TDS line**

When auto preparing the data from your ERP for both GL scrutiny (Expense Rationalisation) and TDS Returns filing purpose, we now prepare two base amount values:

* **Expense base amount -** Base amount pertaining to the Expense line of the voucher. This value is used for GL scrutiny.
* **Total amount credited -** WHT Base amount pertaining to the TDS line of the voucher. This value is used for TDS returns filing. &#x20;

In-case there are differences between these base amounts, you will be able to identify and analyze the same as well.

​**Consolidation of expense entries for reporting in returns**

When auto preparing the data from your ERP for GL scrutiny (Expense Rationalisation) purpose, the entries are prepared at Expense line level. This means, if a voucher has 5 expense lines and 1 TDS line, then 5 entries are prepared and TDS is distributed proportionately among these 5 expense lines.​

However, for ease of reporting to TDS returns, these expense line level entries are consolidated to a single entry. This consolidation happens when data from TDS payable deductions screen gets pushed to the Form 26Q/ 27Q workflow.

## Sept 2026 |

This month's release focuses<br>

#### Key Highlight of This Release

1. **Saved Views in 2B vs PR Reconciliation:** Column order, visibility, and filter preferences can now be saved as named views that persist across sessions in 2B vs PR reconciliation. Views can be shared to standardise the team's layout. *GST*
2. **GSTR-3B vs Table 4 Comparison Report:** Compare ITC values filed in GSTR-3B with Table 4 at section level. The report highlights variances and gives your tax team a structured place to document workings for audits and notice replies. *GST*
3. **TDS Rate Variances Due to Rounding Are Now Auto-Detected:** TDS rate variances due to rounding are now identified and classified automatically — Minor (up to 1%) and Major (above 1%). Eligible differences can be reviewed and adjusted, improving net-off accuracy. *TDS*
4. GSTIN-Level GL Recons and Trial Balance View: GL Recons now run at GSTIN level in addition to PAN level. Every recon has a new Trial Balance tab — one row per GL code, with one-click drill-through to the underlying documents. *GL-Stream*

### India

#### Clear Compliance Cloud

#### GST

**1. Saved Views in 2B vs PR Reconciliation**\
Users working in the Document View of 2B vs PR reconciliation regularly customise their layout - reordering columns, toggling visibility, and applying filters. However, these preferences were not saved across sessions, requiring users to rebuild their layout from scratch on every login or page refresh.Saved Views are now available in the 2B vs PR reconciliation Document View:

* Users can save their column order, visibility, and filter preferences as named views, which persist across sessions and logins.
* Saved views are user-level by default — each team member maintains their own layout without affecting others.
* Views can optionally be shared to the workspace, allowing teams to standardize their reconciliation layout.

![Saved-Views Gif.gif](https://codahosted.io/docs/W0-TmLvbP-/blobs/bl-NxY5DQUmQs/4a89acb40cd2aa4ab6ed2d164f565bc73a212b17d5502b4f0e670f385f6c8d0845d9b17f37d65b31e6909b51b4ca9e2f63cd6d545e27e32c1a296c9d07839033cb7e78d33fd358e10c41a732b37e69da99510ad0489e07c5827baef9defec7c1203e2d4e)

**2. Updated Report Template in Vendor Email Communication**\
The recon report attached in vendor email communication previously used a different template from the one available within the platform. The attached report template has now been updated to match the current recon report format for consistency

**3. GSTR-3B vs Table 4 Comparison Report:** Compare ITC values filed in GSTR-3B with the Table 4 values prepared in ClearTax, at the relevant Table-4 section level. The report highlights variances for your tax team to review and document the supporting workings to explain the gap during audits and notice replies.

![image.png](https://codahosted.io/docs/W0-TmLvbP-/blobs/bl-w-DEROVieI/9c631c076680c94e309b18606f1fb9a971b7062b88ca16391efa1a6a39a987c50134db67442e8d98bb1d3ba10575f3997e9f39ab5549839e129564e7ee91b1ec2788932d72d684d0b7309eac4b479bd7b331c22f57403f767a1bc1e79708168fc9845576)

#### TDS

1. **Books Amount Round-off Solution for Improved Net-off Recommendations**\
   \
   We will now identify entries in the Books where TDS has been deducted at a rate different from the Standard Rate prescribed for the applicable section, including differences arising due to rounding off.\
   Eligible differences will be identified as rate variances, allowing users to review them and confirm whether the required amount adjustments should be made.\
   \
   Rate Variance Identification: For invoices, a variance will be considered only when the *Actual Rate is lower than the Standard Rate.* For credit notes, a variance will be considered only when the *Actual Rate is higher than the Standard Rate*.\
   Variance Classification: Rate variances of up to 1% will be classified as *Minor*, while variances above 1% will be classified as *Major.*

* Choice to adjust the taxable/TDS amount -  section-wise.<br>

  ![](https://codahosted.io/docs/W0-TmLvbP-/blobs/bl-MEqgQn9-rA/bd7d458c36b8153373149fa660ca8eac905d1bc9654024bb2d7f8726ba12a1a9743a175d532157cbf3bb49215e9390aac13efaea4033babde33072d001d2cc4098a4c347e1eee8ae626335e332d4b4305d6a52b8cedd481625455fe28c77940c67ad6ec2)
* Difference between existing and "to-be" updated amounts is displayed to assist in making the choice.<br>

  ![](https://codahosted.io/docs/W0-TmLvbP-/blobs/bl-7Bd6hcyMAA/e2d3b48033be876aa683fd40c69f385af97006ad765bf952fa8d8a298e2376d0353faf2ed3079ae733bad9bb6a2ad8c46a7758d9c2ddd6c8a23a37613cfcf193664012d3260f9057e2f09cc99d89d45e02b7583ac9b34e6ec99ab15d746aaeabffcdf99c)
* The system checks both the standard section rate and the LDC rate when recommending round-off adjustment.<br>

  ![](https://codahosted.io/docs/W0-TmLvbP-/blobs/bl-tlJhEjw1n5/62e2ed96e295b010366bf0d8c1e909803dc9fca4558ce38d793c6c68c7395fc14ba80b6106e04e6d21795e5f71ca24aee2a08d46a50907d687065cdc194a44c8d8d99c21d64b093b557d3e873bdea8eb1e44d1956206da8cc11ebfa4a7a655e505afe4d6)
* Major rate variance entries are highlighted separately for review<br>

  ![](https://codahosted.io/docs/W0-TmLvbP-/blobs/bl-WAFIhWBWtK/0f92162712e4c1d3435352f163b17364fb3eb3779acf5006ee6dce1e9b95f164d45d9dca370bd53a4b02d62a21efa3cd709dbef310c4c20e31128ebe65ae1c262b0da631a20e8596c6fd9b186c193a9cf358b1b37683c39d8ca0524c19738362125b475f)

  <br>

2. **Enhanced Net-off Recommendations**\
   \
   The recommended net-off logic has been enhanced to allow net-off even when the invoice TDS rate is higher than the corresponding credit note TDS rate, provided the rate difference is up to 1% (threshold).\
   Example: If an invoice has a TDS rate of 10% and the corresponding credit note has a TDS rate of 9.5%, the rate difference is 0.5%. Since the difference is within 1%, the system can still recommend the invoice and credit note for net-off.\
   \
   Net-off recommendations are now also based on Company Code. If multiple Company Codes are available, recommendations will be provided only between transactions within the same Company Code.<br>
3. **Correction return for Tax Year (TY) 2026-27**\
   \
   We have now enabled Conso file import for correction returns for TY 2026-27 across all Forms.\
   FVU generation and E-Filing steps are awaiting department updates

#### GL Stream

1. **GSTIN-level GL Recons**\
   GL Recons can now be run at GSTIN level, in addition to PAN level. A new **Entity Mapping** page lets you define how each PAN and GSTIN is identified in your GL using ERP dimensions like Company Code, Business Place, Business Area, etc.. When a recon runs, only the GL lines matching that mapping are picked up.

![](https://codahosted.io/docs/W0-TmLvbP-/blobs/bl-nOm04Kkv0I/c62107f53d5b153de94cadfbba085622354a7968390e0562ec56a6b1d2419f82893c90ef3dff619e64f332388c393fea7ef2ff57fcec7f7e16559c458560bc3ce5d5e7c7416bda196ad77a9d63d839a8f68b92532854303c440707c0fab3f2bb98a6c1fc)

2. **Trial Balance view in GL Recons**\
   Every GL Recon now has a **Trial Balance** tab: one row per GL code, with reconciliation status as columns (Exact Match, Mismatch, Missing in PR/SR, Missing in GL). Click any figure to drill into the underlying documents.

![image.png](https://codahosted.io/docs/W0-TmLvbP-/blobs/bl-J8tClXDoLB/bf34c5da8059266a4b7d29d05479f9b8a6e96cfa6c56dd7217714e3469347c5b65dbb64f18e64aca0c5a409c59efd0561730b9ba4377a16b11b6e56585d8dad61c4f28ea0b0dc256674de98052d91d61a5d4554f89740b921569b50bde6a990b0b1b336e)

## August 2026 | Smarter Reconciliation, Stronger Compliance

This month's release focuses on improving reconciliation visibility, strengthening audit controls, and simplifying regulatory compliance across GST, MaxITC, and TDS.

**GST:** Reconciliation is now easier to analyze with enhanced EWB reconciliation insights, manual grouping support for 6A vs PR, and richer ITC reporting through extended Table-4 Snapshot and GSTR-9 Table 8A reports. Permanent Table-4 locking also preserves a tamper-proof ITC snapshot for more reliable annual reconciliation.

**MaxITC:** Smarter payment recommendations are powered by fresher government data, enhanced evaluation timelines, and an upgraded decision engine. New recommendation reports, detailed decision reasons, and improved failure notifications provide greater transparency into every payment decision.

**TDS:** The platform is fully updated for the Income-tax Act, 2025 with Tax Year support, new TDS section codes, and renamed forms and certificates. Updated TRACES workflows and simplified Conso File and certificate downloads streamline day-to-day TDS compliance.

#### Key Highlight of This Release

1. **Enhanced EWB Reconciliation Visibility:** View document-level summaries, clear exclusion reasons, and dedicated tracking for manually grouped documents—making reconciliation more transparent and easier to analyze. *GST*
2. **Enhanced ITC Reporting and Stronger Table-4 Controls:**&#x54;able-4 is now locked at the end of each return period from August 2026 — preserving a tamper-proof ITC snapshot for GSTR-9 reconciliation. Prior periods can still be unlocked. *GST*
3. **MaxITC 3.0 — Smarter and More Transparent Recommendations:**&#x41;n upgraded decision-tree engine with enhanced evaluation timelines delivers more accurate payment-blocking decisions. Every decision now includes detailed reasons, a full recommendation report, and improved failure notifications. *MaxITC*
4. **Fully Updated for Income-tax Act 2025:** The platform is fully updated with Tax Year support, new TDS section codes, and renamed forms and certificates—ensuring seamless compliance with the latest regulations. *TDS*
5. **Simplified Downloads — No More Complex KYC:** Conso File downloads now require only OTP instead of complex KYC details. Certificate downloads are simplified to TRACES login credentials only — less manual effort, faster filing. *TDS*

### India

#### Clear Compliance Cloud

#### GST

**UX Improvements**

1. **Document View Summary Table for EWB Reconciliations**\
   The Document View summary table, already available in Draft G1 vs SR and 2B vs PR reconciliations is now available in the Document View for both EWB vs SR and EWB and GSTR 1 reconciliations:
   1. Displays source-wise document count, taxable value, and tax value for EWB and SR/G1
   2. Tax Difference (EWB − SR or EWB − G1) is highlighted, consistent with other recons.

<img src="https://codahosted.io/docs/W0-TmLvbP-/blobs/bl-epJCN-Fec-/eaca6d5e4d366284c8653fff821f2a037e8fe9ac262d1a9260b3c7eff7ae4e3e83876457630015a4cce707c900285a3c1d7a48dfc47f38727872340ea03e329151f5766355f1968fcd8ba96602011bd6bf2fe1c2068a04c8144c1c46780ff4b7e3797d1c" alt="image.png" height="328" width="744">

2. **Exclusion Reasons Now Visible in Mismatch Fields for EWB vs SR Recon**\
   Previously, documents excluded from reconciliation (from either EWB or SR side) showed no reason for their exclusion in the Mismatch Fields column, leaving users without context on why a document was excluded.\
   Exclusion reasons are now clearly displayed in the Mismatch Fields column.

<img src="https://codahosted.io/docs/W0-TmLvbP-/blobs/bl-rurvrkIktb/c5bd78ec7a1355918f08c14236eb84c29c3167c58ff8a6e98acfa061bc9a68b2e5b019ab85aaf705005eab0c343b7f15b3bb237fa89749afbc52ee9584c1035e072d1b9eeb8544c3911336cb7c8adf91c35b1025cc5945f366ec9b847dad239a64b0edd1" alt="" height="332" width="744">

3. **Group Tagging in Recon Summary**\
   When users manually group documents to indicate a match, the recon Summary View and match status did not reflect this grouping - manually grouped documents continued to appear under the Matched bucket without distinction, leaving users without an accurate picture of their reconciliation state.
   1. **Manually Grouped** is now a distinct row in the Summary View, separate from the Matched bucket, giving users a clear count and value of documents they have explicitly grouped.<br>

<img src="https://codahosted.io/docs/W0-TmLvbP-/blobs/bl-KNyHoGRpZq/8ac2b3fbd07291bf143802b4ed4cdbfecbd19dc5737544b7b59f1c0f833e93fda4887c589c2413f15160ee94c452be00932693fe548fd69defea9a6643e74164e3ae4dd2ccf2c2cd804175f81f28c0023505db7ff735a34b755333568dc5026cdc61ea40" alt="image.png" height="343" width="744">

**Feature Releases**

4. **Group Tagging in 6A vs PR Reconciliation**\
   The manual group tagging capability is now extended to **6A vs PR Reconciliation**, allowing users to manually group and match documents in this recon as well.

<img src="https://codahosted.io/docs/W0-TmLvbP-/blobs/bl-3I57bvniBg/c8b330c33a97fce5010edc51040c7b0df688e434331f96f77fdbe39ab8806a58989bff4639a59f60a59ca15575e2537af8ec13043d84d5f89d1cbb54d3d62e2031005b859130d5d1efb6722ff898d2ddd292442315073f6bf54382b800cc5ca936647056" alt="image.png" height="345" width="744">

Bug Fixes

5. 180-Day Reversal Action Eligibility Extended to Debit Notes\
   The 180-day ITC reversal eligibility check was previously applied only to invoices. Debit notes were incorrectly restricted from this action. This has now been corrected - 180-day reversal action can be taken on Debit Notes.
6. **Extended Table-4 Snapshot Report**

   1. Previously some columns like Supplier Name, Voucher Date etc… from purchase register were not present in report. Additionally, we only allowed only upto 10 custom columns and turnover ratio details sitting separate from table-4 report.
   2. To enable users with these details, this report will be a combination of Table-4 Snapshot and purchase register (current state at the time of report generation). This is forward looking report and can be downloaded from Table-4 Snapshot card under Action dropdown. To download for previous periods, user need to lock table-4 again and generate this report.

   <figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FnktjNkae6yZKPZHQzGXH%2FScreenshot%202026-08-04%20at%202.21.49%E2%80%AFPM.heic?alt=media&amp;token=53833944-2a54-4113-b4eb-46f350b1c175" alt=""><figcaption></figcaption></figure>
7. **GSTR-9 Table 8A Report**

   1. Currently user rely purely on GSTN and GSTN APIs becomes unreliable because of multiple issues such as GSTN system down, timeout/rate limiting issues for large data, failures from GSTN end etc… We created Table 8A report of GSTR-9 from GSTR-2B data which will be exactly same as 8A report downloaded from GSTN to enable users continue working without waiting for GSTN to respond.

   <figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FNrSUaOjyCy1wb4cQFbGh%2FScreenshot%202026-08-04%20at%202.36.13%E2%80%AFPM.heic?alt=media&amp;token=06675ee6-aab4-4fac-8625-0e9cf60892c5" alt=""><figcaption></figcaption></figure>
8. **Table-4 Locking Policy Change**\
   Table 4 Permanent Locking — August 2026 onwards Until July 2026, Table 4 could be freely regenerated at any time, leading to drift from filed GSTR-3B values and making GSTR-9 reconciliation difficult to audit. Starting August 2026, Table 4 will be permanently locked by the last day of the return period — giving you a tamper-proof ITC snapshot and eliminating reconciliation guesswork at annual filing time.\
   *<mark style="color:$danger;">Note: Users can still unlock and regenerate table-4 for prior period (before Aug 2026).</mark>*

#### TDS

Our platform is fully updated to ensure seamless compliance with the **Income-tax Act, 2025**. These updates have been implemented across all dashboards and templates to reflect the latest regulatory requirements.

**Key Highlights**

* **Tax Year Implementation:** In alignment with the new Act, the "Financial Year" (FY) and "Assessment Year" (AY) concepts have been replaced by the **Tax Year (TY).** You will now see "Tax Year 2026-27" also reflected throughout our platform alongside the Financial Year (FY) for ease of understanding.
* **New TDS Nomenclature & Section Codes:** The platform has been updated to support the new section code nomenclature under the Income-tax Act, 2025. Our system automatically maps most existing section codes to the new requirements.
* **Renamed Forms and Certficates:** TDS forms and Certificates have been updated and renumbered to comply with the new Act:
  * Form 24Q is now **Form 138**
  * Form 26Q is now **Form 140**
  * Form 27EQ is now **Form 143**
  * Form 27Q is now **Form 144**
  * Form 16A is now **Form 131**
  * Form 27D is now **Form 133**

**Other updates**

* The following functionalities are updated as per new Traces and ITR portal flows:
  * Challan Verification & Import/Sync
  * PAN Verification
  * FVU Generation
  * Certificate Generation
  * Potential Notices Handling
  * e-Filing support
* **Simplified Conso File Requests & Certificate downloads:**
  * Downloading the Conso File for Form 26Q (Form 140) is now streamlined. The process no longer requires complex KYC (Challan + PANs + PRN) details; a simple OTP verification is all that is needed.
  * The request and download processes for Form 16A (Form 130) and Form 27D (Form 133) have been simplified to require only your TRACES login credentials

#### MaxITC

**MaxITC 3.0 Enhancements**

1. **Reconciliation now pauses on outdated government data**, preventing payment-blocking runs when GSTR-2A is more than 48 hours old or GSTR-2B/GSTR-6A is older than the latest available month. This helps avoid inaccurate payment recommendations.
2. **2-day evaluation buffer** introduced for government timelines:
   1. GSTR-2B documents are now evaluated on the 16th instead of the 14th.
   2. GSTR-3B compliance is evaluated 2 days after the due date, accommodating government extensions and delayed data availability.
3. **Enhanced failure notifications** now include the failure reason and recommended next steps. Notifications are sent to both customer and support contacts for faster issue resolution.
4. **Payment Recommendation engine upgraded** to a new decision-tree framework, delivering more accurate and consistent recommendations.

<img src="https://codahosted.io/docs/W0-TmLvbP-/blobs/bl-rxn38Z5zjf/9c6fc9d1cd8a7dcbb5c9033ec7928c4569851fcda7533b169be9f7f01f11365789cbe20ebf4d7b76314553df9b45401afb0558e75cd360cd3f25c864c054e70bc7d569b7185a846a0988252208125e7304154674304f428a6df680ad853c2f8e68ea0e1a" alt="" height="316" width="624">

5. **Recommendation reasons enhanced** with clearer and more detailed explanations for improved transparency and understanding.
6. **New Payment Recommendation report** introduced with document and voucher details, along with the complete decision journey and recommendation reason for every transaction.

<img src="https://codahosted.io/docs/W0-TmLvbP-/blobs/bl-qRGZV9EKrl/d72a1138a5a1d6065e21cdb5422671e864c70e7f38c71b7adac554cba62f1d281f2e2531252d304fd45e8145774674868356d465301adec06ea1e9cb2fbd4ecb457c8f3cd438a950ec81e53859feea0410358a478a20d4a97f807dcf9db0db76b06e0d55" alt="" height="319" width="624">

## July 2026 | Strengthening Every GST Workflow

\
**Compliance depends on staying ahead of changes—not just filing on time, but understanding what changed, preventing errors before they happen, and accessing the right information when needed.**\
**This month, we focused on improving visibility, strengthening compliance controls, and making investigation faster across GST, TDS, and India E-Invoicing.**\
**GST:** Reconciliation now surfaces documents beyond the selected return period and flags changes to previously actioned records after re-runs. Stronger safeguards prevent ITC actions on already filed documents, while bulk downloads for filed GSTR-1 and GSTR-3B PDFs and additional GST reports reduce reporting effort.\
**TDS:** 26AS reconciliation now provides a 24-run history with downloadable reports and clear visibility into within-FY and cross-FY matches, making reconciliation reviews and audits easier.\
**India E-Invoicing:** Multiple e-invoices can now be searched and retrieved in a single action using document numbers, significantly reducing audit and document lookup time.

#### Key Highlight of This Release

1. **Smarter Reconciliation Insights:** Improved 2B vs PR reconciliation with visibility into documents outside the selected return period and proactive alerts for changes to previously actioned documents after recon re-runs. *GST*
2. **Stronger Compliance Controls & Faster Reporting:** Warning prompts prevent ITC actions on already filed documents, while filed GSTR-1 and GSTR-3B PDF reports can now be downloaded for up to three months in a single action. *GST*
3. **Expanded Report Downloads:** GSTR2X (TDS/TCS Credits), Cash Ledger, and ITC Ledger reports are now available for direct download from the Reports section, enabling quicker access to key compliance data. *GST*
4. **Enhanced 26AS Reconciliation Visibility:** View reconciliation history for the last 24 runs with downloadable Excel reports, along with clear identification of within-FY and cross-FY matched documents for better auditability. *TDS*
5. **Bulk Document Search for E-Invoices:** Search and retrieve multiple e-invoices at once by pasting a list of document numbers, enabling faster audit and document lookup. *E-Invoicing India*

### India

#### Clear Compliance Cloud

#### GST

**Feature Releases**

**1. Data Availability in 2B vs PR Reconciliation**\
Users previously had no way of knowing why certain documents outside the selected return period were still showing up in their recon results. This has now been addressed with the following changes:

* A new row, **"Docs outside selected return period,"** has been added to the Summary View, showing the count and tax value of such documents.
* A new **"Reason for Inclusion"** column has been added to the Document View, specifying why each of these documents is included in the recon

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FAmDsskZBGZRO39repqlB%2Fezgif.com-animated-gif-maker%20(4).gif?alt=media&amp;token=91676dd1-d9be-461e-ad52-decc87ac2578" alt=""><figcaption></figcaption></figure>

**2. Recon Anomaly Notification (2A/2B/6A/8A Reconciliations)**\
When government or Purchase Register data changed for documents that users had already actioned, the update was silently absorbed into the next recon run with no visible indication to the user. This has now been addressed:

* A banner now appears on the recon results page whenever a re-run detects changes to previously actioned documents.
* Clicking the banner opens a pop-up listing each change category along with the count of affected documents.
* Each category includes a "View" link that takes users directly to the impacted documents.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FO9GidcmsNfaKeCa4HPum%2Fezgif.com-animated-gif-maker%20(1)%20(1).gif?alt=media&amp;token=c6deab9a-75f7-4627-a727-43732b2010a5" alt=""><figcaption></figcaption></figure>

**3. Warning for ITC Actions on Previously Filed Documents**\
Users applying ITC actions in bulk could unknowingly re-apply an action on documents whose ITC was already claimed in a previously filed GSTR-3B, risking double-claiming or GST notices. This has now been addressed:

* A warning banner now appears in the ITC action pop-up (Claim ITC, ITC Reversed, ITC Ineligible, ITC Pending, Reset) whenever the selection includes documents already actioned in a filed return.
* The banner displays the count of such documents, prompting users to review before proceeding.

![image.png](https://codahosted.io/docs/W0-TmLvbP-/blobs/bl-2WropQw8Za/35801d14734865e6f69ceb9e5b269f86ca9ba076c751464f3321e6846d50cfe03dd97a0923896d73410075d35b6cb5defb3931e1bb43e2c0bcbcc3a80d8eade070b7ed22883368b58048aa31916039c59278c453f5c0cce5bee3bb7705cdad33e4333181)

**4. Supporting Multi Month Filed PDF Reports Download(GSTR1 & GSTR3B Filed PDF Report)**\
Earlier user could download filed pdf reports only for one return period at a time and have to download one by one for each return period. But with this enhancement, we are supporting download of filed pdf reports for 3 months.

**5. Treatment of Services from SEZ under RCM**\
Services from SEZ with reverse charge applicability can now be mapped to 4A(3) instead of the default 4A(5) in GSTR3B summary. This feature is rolled out to selected customers only.

**6. GSTR8 Stability Improvements**

* JSON for Upload in GSTR8 is now downloaded in chunks of 10,000 documents, improving reliability to handle large data volumes.
* Users can now cancel an upload request after 1 minute of triggering it similar to GSTR-1 upload, reducing waiting period of 1.5 hours for auto-cancellation.

**7. GSTR2X (TDS/TCS Credits) Report:** GSTR2X (TDS/TCS Credits) data can now be downloaded directly from the reports section.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FUccjYBrXvKrEdSg6Z2ll%2FScreenshot%202026-07-03%20at%202.52.02%E2%80%AFPM.heic?alt=media&amp;token=b36c76ad-ff99-4a6a-af6a-9bcb05f04c0e" alt=""><figcaption></figcaption></figure>

**8. Cash & ITC Ledger PDF Report:** Cash Ledger and ITC Ledger reports can now be downloaded directly from the reports section

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FaEvK8CxcSCTMad89vav2%2FScreenshot%202026-07-03%20at%202.49.24%E2%80%AFPM.heic?alt=media&amp;token=233f0459-4eee-4a01-9fc5-ad02f436ea6e" alt=""><figcaption></figcaption></figure>

**Bug Fixes**

**1. Default Selection for Claim ITC Restored**

The default option under the Claim ITC action had changed to "Accept supplier value (2B)" instead of the intended "Accept my value (PR)." This has been fixed - "Accept my value (PR)" is now the default selection again when taking the Claim ITC action.

#### TDS

**26AS Reconciliation**

1. Customers can view the reconciliation history for the last 24 runs and download an Excel report for each reconciliation.

![image.png](https://codahosted.io/docs/W0-TmLvbP-/blobs/bl-nJn1O36jLU/8227ee9aee5e1f215a0859c8a81e2e941f2feb9f947629ca77e91834282cd2d149eb41b1a012ed5796bb2ebbfd274e55e3d300bb9eae06cc403e5c2d97f445f10b13b7ad0429607c912dbccc3c49d3e19d2920d8ff959da0ac20f58d2bf7e25d38de91fe)

2\. Customers can now see, for each matched document in reconciliation, whether it was matched within the same fiscal year (within FY) or across fiscal years (cross FY).

#### E-Invoicing India

1. **\[New Feature]: Bulk Document Number filtering in the E-Invoice tab**\
   \
   **What's New**\
   The Document Number filter in the E-Invoice tab now accepts a pasted list of multiple document numbers, so users (e.g., audit teams) can retrieve a specific set of invoices in one go instead of searching one at a time.\
   \
   **Details:**

* Users can paste a list of document numbers directly into the Document Number filter on the E-Invoice tab.
* The list is parsed using spaces (commas inserted automatically post copying the document numbers) as the separator between document numbers.
* Applying the filter returns only the invoices matching the pasted list, and works for reasonably large lists.
* Behaviour and experience are consistent with the existing bulk filter already available on the GST Invoice Dashboard (which uses comma-separated values).

## June 2026 | One Platform Across Every Workflow Your Compliance Touches

**Compliance breaks down at the handoffs. Between your ERP and your filing. Between your inbox and your AP system. Between what the platform shows and what your books say.**

**This month, we worked to close those gaps across GST, TDS, and Global E-Invoicing.**

**GST:** When a buyer rejects an invoice on IMS, the tax impact is now visible directly inside the platform. When your Table 4 does not match your filed GSTR-3B, you can track, explain, and document that variance without leaving the platform. No manual record-keeping outside the system.

**TDS:** Clause 34(a) rationalization now draws from the same source documents your ERP uses for TDS — GRN/SRN — rather than intermediate accounts. Fewer exceptions to manage and a stronger audit trail.

**Global E-Invoicing:** For teams operating in Europe, Peppol and CTC purchase invoices now route automatically into your existing AP or VIM inbox the moment they arrive. Your OCR workflow picks them up as usual. No manual handoff.

#### Key Highlight of This Release

1. Buyer rejections on IMS used to disappear into a black hole. Now every rejected document is consolidated in one report with a section-wise tax breakup. Know what's inflating your liability before it's too late. *GST*
2. Track and explain variances between your Table 4 snapshot and filed GSTR-3B with adjustments and remarks. PR Reference Key lets you cross-reference unlimited custom columns without hitting the 10-column limit. Your data, your way — no more workarounds. *GST*
3. TDS mapping now handles complex many-to-many GL relationships the way SAP actually books them, with expense data sourced from GRN/SRN. Your Clause 34(a) review goes from a manual reconciliation exercise to a defensible, auditor-ready output. *TDS*
4. The new TDS PR vs Expense GL report surfaces every expense your TDS engine never considered — exclusions, config gaps, and out-of-scope items in one view. No more blind spots when an auditor asks what you didn't deduct and why. *TDS*
5. SLA metrics shared with GSTN now return in percentage format and CSAT reflects the last 12 months — not a static value. Your reporting is accurate, auditable, and aligned with what GSTN actually expects. *E-Invoicing India*
6. ClearIRP now requires a 6-digit OTP on every login, mandatory for all accounts from 15th June. Your e-invoicing data is protected with an added layer — no action needed beyond entering the OTP. *E-Invoicing India*

### India

#### Clear Compliance Cloud

#### GST

**Features:**

1. **Adjustments section - Table 4 Snapshot(EA)**
   1. Introduced a new **Adjustments** section in the Table 4 snapshot.
   2. Table 4 is locked, values from the Table 4 Summary will automatically be migrated to the Adjustments section.
   3. In cases where there is a difference between Table 4 and the filed GSTR-3B, users can:
      1. Select the respective section and view the clear value.
      2. Navigate to the Adjustments section and update the adjustment with a positive or negative value.
      3. View the resulting net value, which should match the filed GSTR-3B.
      4. Add the reason for the variance in the **Remarks** column.
      5. This feature is supported at  **GSTIN** level.

**Note:** Values in the Adjustments section are for **tracking purposes only** and will not be reflected in the GSTR-3B summary or GSTR-9/9C.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FZKRCZSrs3QkinsOHbeGp%2FChatGPT%20Image%20Jun%201%2C%202026%2C%2002_45_06%20PM%20(1).png?alt=media&amp;token=8389525c-cc1c-446c-b11b-1a2ffb5329dc" alt=""><figcaption></figcaption></figure>

2. **IMS Rejected Documents Report**

   When a buyer rejects a document on the IMS portal, the supplier's liability for that return period increases. However, identifying which specific documents were rejected - and understanding their impact on liability - was a tedious, manual process with no consolidated view available within the platform.

   With this release, suppliers can now view and manage rejected documents directly within the platform via the new IMS Rejected & Added Documents report, which includes three tabs - Summary (section-wise liability breakup with tax components), Document View and Data Availability
3. **Email Notifications for Reconciliation Completion**\
   Users can now opt in to receive an email notification when a reconciliation run completes or fails, eliminating the need to stay on the page while recon is in progress.

   * An inline prompt appears during a running recon, allowing users to subscribe with a single click. Email is pre-filled from the user's profile. Additional email-id can also be included..
   * Once subscribed, users can freely navigate away - the platform will email them when the recon is done.
   * On completion, the email includes a match status summary and a deep link to review results. On failure, it includes an error message and a retry link.

   **Note:** Opt-in is explicit and email id needs to be provided for every recon run.
4. **IRN Inclusion in PR and SR Recon**\
   IRN is now supported as the highest-priority matching rule in reconciliation. When IRN is available in the Purchase or Sales Register, it is used as the first and definitive matching criterion - if IRN matching succeeds, no further rules are evaluated.

   * IRN matching is absolute (no fuzzy logic) - significantly improving matching speed and accuracy, especially for enterprises with large document volumes.
   * If IRN matching does not resolve a document pair, existing rules continue to apply as usual.
   * Two new columns - IRN (Govt) and IRN (PR/SR) - are available in the recon results table

   **Note:** IRN values are not mandatory in SR and PR ingestion templates. This is not handled for integrated customers at this time.
5. **PR Reference Key in Table 4 Snapshot, PR Data Overview, and PR with ITC Details Reports**\
   Users with more than 10 custom columns in their Purchase Register face a limitation - only up to 10 custom columns are supported in reconciliation, Table 4, and related reports. This makes it difficult to cross-reference documents across the PR and these reports when additional custom data is involved.\
   To address this, the **PR Reference Key** - a unique identifier for each row in the Purchase Register - is now available as a column in the following reports:

   * Table 4 Snapshot Report
   * PR Data Overview
   * PR with ITC Details Report

   Users can use the PR Reference Key as a primary key to VLOOKUP additional custom column values from their source PR data, enabling seamless cross-referencing without being constrained by the 10-column limit.\
   \
   **UX Fixes**\
   1\. **‘ITC Pending Action Scope’ Column Unpinned in 2B vs PR Document View**\
   The ITC Pending Action Scope column in the Document View of 2B vs PR reconciliation was previously pinned by default, occupying prime horizontal space in the table. This reduced the visibility of other important columns users needed to view simultaneously.The column has now been unpinned. Users will have more visible columns by default, with the option to re-pin ITC Pending Action as needed via column settings.

#### TDS

**Enhanced Challan Validation for TDS/TCS Filing**

We’ve made your TDS/TCS filing experience more intelligent with an enhanced challan validation system that gives you greater accuracy and compliance confidence.

**What’s new**\
Your challans are now validated based on the Financial Year (FY) in the challan giving you a more precise and compliant filing experience. You’ll also now see a dedicated Financial Year column across the Challans tab, Repository, and TDS Reports, so you have complete visibility at a glance.

**New features at a glance**

* **Financial Year column** - Instantly see the FY tied to each challan across all key views.
* **Others tab** - Challans without a Financial Year are grouped here so you can review and verify them before adding to a return.
* **Smart FVU safeguard** - Before generating your FVU, you'll be shown a disclaimer for any challans that haven't been verified, so you can make an informed decision before filing.
* **Potential notice alerts** - The platform flags verified challans that are non-compliant and shouldn't be used for the current filing, so you can fix them before submitting.

**What you need to do**\
If any challan shows “-” in the Financial Year column, click **Verify Challans** to instantly fetch and populate the FY from the Income Tax Portal.

**Clause 34(a) Rationalization**

This release strengthens TDS Rationalization on four fronts: smarter multi-cardinality mapping between the TDS Payable GL and the Expense GL, expanded visibility into what is included vs. excluded from the rationalization base, deeper accuracy for purchase transactions by sourcing expense data from GRN/SRN rather than GR/IR or temporary GLs, and a new reverse-reconciliation view that surfaces expense documents falling outside the TDS PR scope.

Together, these changes reduce manual mapping effort, tighten Clause 34(a) accuracy, and make the audit trail meaningfully easier to defend during internal and statutory reviews.

1. TDS Mapping in Clause 34 Rationalization\
   Multi-cardinality mapping (M:1, 1:M, M:M) between TDS Payable GL and Expense GL\
   **What's new**\
   The platform now combines data from two independent ledgers — the TDS Payable GL and the Expense GL — and maps TDS amounts against the corresponding expense entries beyond a one-to-one relationship. The engine handles:

* M:1 — multiple TDS payable lines linked to a single expense entry
* 1:M — a single TDS payable line covering multiple expense entries
* M:M — multiple TDS payable lines reconciled against multiple expense entries (typical of bulk provisions, advance offsets, and pooled accruals)\
  \
  A new TDS Mapping Status column on the Expenses view shows the cardinality outcome for each transaction (Matched, Unmatched, M:1, 1:M, M:M, Pending net-offs, etc.).\
  **Why it matters**\
  Real-world ERPs — SAP especially — rarely book TDS one-to-one against expense. Provisions, advance adjustments, and consolidated payment runs routinely produce many-to-many situations that previously required manual mapping and were a leading cause of false positives in the Non-Deduction bucket.\
  With multi-cardinality support, customers will see a materially higher auto-match rate and fewer unexplained exceptions during Clause 34(a) review.\
  \
  **Where to find it:** TDS Rationalization → Expenses tab → TDS Mapping view → TDS Mapping Status column.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FGMP5nc4DEMmDsBd8lGAh%2Fimage%20(27).png?alt=media&amp;token=bf996298-185b-4338-a5d5-8a55af36e965" alt=""><figcaption><p>Expenses view showing the new TDS Mapping Status column alongside Withholding Tax Type, Voucher Number, TDS rate and Expense GL Code.</p></figcaption></figure>

2. **Enhanced GL Summary on the Rationalize Expenses page**\
   *Two new columns to make the rationalization base transparent*\
   **What's new**\
   The Summary tab on Rationalize Expenses now includes two additional columns in the GL Summary table:

* **Amount considered in TDS rationalization (₹)** — the value of expense GL transactions actually evaluated by the rationalization engine.
* **Ignored/Excluded Documents (₹)** — the value of documents filtered out by the engine (e.g., reversals, exempt categories, out-of-scope GL codes, or documents not eligible for TDS).\
  \
  **Why it matters**\
  Previously, users could see total expense and TDS-deducted amounts but had no clear view of the rationalization base. The two new columns close the loop:\
  **Expense as per Financials = Amount considered in TDS rationalization + Ignored/Excluded Documents**\
  This makes the rationalization math transparent end-to-end, answers the long-standing tax-team question — “what exactly did the tool look at?” — and gives reviewers a defensible position during internal audits and statutory reviews.\
  **Where to find it:** TDS Rationalization → Rationalize Expenses → Summary → GL Summary card.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FFXDKZjjsh65tpC7dOCFA%2Fimage%20(28).png?alt=media&amp;token=59a04246-4be4-4d48-9be7-e9aa9fa42d1b" alt=""><figcaption></figcaption></figure>

3. **Fetching actual Expense GL info from GRN/SRN**\
   *True expense GL sourced from the goods/service receipt, not the temp GL*\
   **What's new**\
   For purchase transactions, the platform now fetches the actual Expense GL from the GRN/SRN posting rather than reading the intermediate GR/IR clearing account or temporary GL booked at invoice receipt. The following fields are now sourced directly from the GRN/SRN document:

* Expense GL code (GRN/SRN)
* Expense GL description (GRN/SRN)
* Narration for the Journal entry — expense line
* Accounting Document Number (GRN/SRN)
* Expense GL Amount (GRN/SRN)\
  \
  **Why it matters**\
  In SAP, an invoice initially hits GR/IR or a temp GL, and the true expense GL only crystallizes when the GRN is posted/cleared. Reading the temp GL produced inaccurate expense classification and downstream errors in TDS section mapping.\
  By pulling from GRN/SRN, the rationalization engine now reflects the true nature of the expense, improving both section-level accuracy and the quality of Clause 34(a) outputs.\
  **Where to find it:** TDS Rationalization → Expenses tab → new GRN/SRN-sourced columns.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FOVehzWgtabPHd4xeaoCQ%2Fimage%20(29).png?alt=media&amp;token=3a8bd7ee-851b-45ec-b3e3-ac7469a58589" alt=""><figcaption></figcaption></figure>

4. **New report — TDS PR vs Expense GL Reconciliation**\
   *Surfaces expense documents that fall outside the TDS rationalization scope*\
   **What's new**\
   A new TDS PR vs Expense GL report has been added under the Reconciliation module. It surfaces expense transactions that:

* Are part of the Expense GL and contribute to financials, but
* Are not included in the TDS Rationalization scope (non-TDS GL postings, items below threshold pre-aggregation, out-of-scope categories, or postings not flagged for withholding).\
  \
  **Why it matters**\
  Tax teams and auditors regularly ask the inverse of rationalization: “What’s in my P\&L that the TDS engine never even considered?” This report makes that population visible in one click, helping users:
* Validate that no TDS-applicable expense has been inadvertently excluded
* Maintain a documented audit trail for excluded items
* Identify ERP configuration gaps — for instance, expense GLs that should be flagged for withholding but currently aren’t\
  **Where to find it:** TDS Rationalization → Reconciliation → TDS PR vs Expense GL tile.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FDmnXMr0q4wGGdnMBXGpw%2Fimage%20(30).png?alt=media&amp;token=381a095e-2657-42a2-ac2e-fd1bfdedea90" alt=""><figcaption><p>New “TDS PR vs Expense GL” reconciliation tile, alongside the existing Downloaded 26AS view.</p></figcaption></figure>

#### E-Invoicing India

1\. **\[Enhancement] India (Clear IRP): SLA API Response Format Aligned with GSTN Standards**\
**What's New:** SLA reporting APIs shared with GSTN have been updated to return metric values in percentage format instead of decimals, and the CSAT score now reflects trailing 12-month data for accurate historical representation.\
**Details:**

* SLA metric values are now returned as percentages (e.g., 97.97 instead of 0.9797), aligned with GSTN's reporting standards.
* CSAT score is now calculated based on the last 12 months of data, reflecting a value of 97.14 instead of a static 100.
* All API response fields have been verified against GSTN-provided column headers and format requirements.

2\. **\[New Feature] India (Clear IRP): Two-Factor Authentication (2FA) on Login**\
**What's New:** ClearIRP now enforces Two-Factor Authentication (2FA) at login for all users. After entering their username and password, users will receive a 6-digit OTP on their registered phone number and email, which must be verified to complete login.\
**Details:**

* Upon successful credential verification, a 6-digit OTP is triggered to the user's registered phone and email.
* OTP entry and verification screens follow the same design, copy, and error messaging as the existing registration flow.
* 2FA is mandatory for all ClearIRP accounts effective 15th June.
* A platform-wide notification banner was live from 1st–15th June to inform users of the upcoming change.

## May 2026 | Centralised Vendor Communication Goes Live

Reconciliation mismatches have always ended with a chase an email drafted outside the tool, a follow-up lost in someone's inbox, no visibility on whether it landed.

This month, that changes. Vendor communication is now built directly into 2B vs PR reconciliation — so the moment you spot a mismatch, you can reach the right vendor, with the right data, track delivery, and close the loop without ever leaving the product.

#### Key Highlight of This Release

1. **Vendor Communication (Phase 1 – Beta):** No more chasing vendors outside the tool. Reach them with the right data, track whether your email landed, and get a full delivery report all from within your 2B vs PR reconciliation. *GST*
2. **Income-tax Act 2025 Readiness:** File Q4 returns, verify PANs without KYC friction, and create Tax Year 2026–27 challans all updated for the new law. You don't change a thing; the product already has.*TDS*
3. **Alert & Reconciliation Enhancements:** Know the moment a scheduled fetch fails before it silently poisons your recon. Cleaner reversal categories mean less time investigating timing differences, and previous report access stops duplicate runs. *GL Stream*
4. **E-Invoicing Stability Improvements:** Critical fixes to tax validation and EWB auto-retry logic—ensuring correct IGST application for B2C inter-state transactions and consistent persistence of corrected transaction types across retries, preventing repeated failures. *E-Invoicing India*

### India

#### Clear Compliance Cloud

#### GST

**Features:**\
**1. Vendor Email Communication - Phase 1 (Beta)**\
A vendor communication has been enhanced within the 2B vs PR reconciliation module, currently available to a limited set of customers as part of a phased rollout.\
The following features are included in Phase 1:

* **Mail Composition:** When sending emails to vendors, contacts are auto-populated from the contact master. Users can compose emails using a default template, create custom templates, include data summaries, and configure attachments with data filters.
* **Email Preview:** Before sending, users can now preview the exact email content - with all dynamic elements resolved to actual values - for each recipient, reducing the risk of incorrect data being shared.
* **Custom Email Templates:** Users can now configure and save custom email templates per use case, replacing the need to re-edit the default template on every send.
* **Delivery Report:** Post-send, users receive an in-app notification with send status. Approximately 20 minutes after dispatch, a detailed delivery report is emailed to the user's registered email as a CSV attachment. The report includes vendor name, email address, subject, dispatch timestamp, delivery status (Delivered/Failed), and failure reason where applicable.

**2. Reconciliation - Vendor View Filters**\
In the Vendor View within reconciliation, filter options for match status have been enhanced. Users can now explicitly filter by "Missing in PR" and "Missing in 2B" as distinct enum values. Similar changes has been implemented in 2A, 6A reconciliation as well.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F0p0R2VfuR4ZQDXsBsryG%2FScreenshot%202026-05-02%20at%204.49.26%E2%80%AFPM.png?alt=media&amp;token=a569859d-cefe-41d1-ba4e-6c674acd79c9" alt="" width="293"><figcaption></figcaption></figure>

**Bug Fixes**

1. Document Linking Fixes
   1. **Document Comparison UX Fix in Manual Linking Modal:** Following a recent migration to the new version of the manual linking modal, selecting a document for linking was not updating the top comparison table. This made it difficult for users to compare documents side-by-side before confirming a link. This has now been fixed - the comparison table updates correctly upon document selection.
   2. **Document Number Search in Manual Linking Modal:** Users were unable to search for documents by document number within the manual linking modal, requiring them to manually scroll through the list to find the relevant record. Search by document number is now supported, making the linking workflow significantly faster.
2. **Recon Scrolling UX Fix - Document View**

The Document View now displays significantly more rows, enhancing experience for users.

* Visible row count has been increased to reduce excessive scrolling for users with large document volumes.
* Particularly impactful for Windows users, who were most affected by the limited row visibility.

#### TDS

**Ready to File Quarter-4 FY 2025-26 Returns**\
Clear TDS tool is updated and ready to file your TDS returns for Quarter-4 of FY 2025-26 .​

**PAN status verification enhancements**\
You can now verify your Deductee PANs status seamlessly (without KYC details) and reliably.\
*Feature is updated based on the recent Traces portal enhancements.*

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F4UXODuXOtmTReSqCGIrd%2Fezgif.com-animated-gif-maker.gif?alt=media&amp;token=462d4246-8475-4a14-b3ec-d6b4348d7f94" alt=""><figcaption></figcaption></figure>

**Challan Payment for Tax Year 2026-27**\
You can now create Challans (Form 26Q, 27Q) compliant with the Income-tax Act, 2025 for the Tax year 2026-27 & as per the latest ITR portal updates.

* Company and Other than company wise separate challans will be auto-created as per the latest ITR portal features.
* Option to create a single challan for all sections (or) separate challan section-wise are available. Based on your choice, tool will auto create the draft challans.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FyNfXygEYsJkgLje3AOU4%2Fimage%20(10).png?alt=media&amp;token=a7ec4520-cd75-4231-9ee3-defbed0a00cb" alt=""><figcaption></figcaption></figure>

#### GL Stream

GL Stream Integrations – Failure notifications for scheduled data fetchesEmail notifications are now available for scheduled data fetch failures in GL Stream Integrations. Customers can enable this feature and configure recipients through their Customer Success Manager.\
\
GL Recons – Enhanced reversal classificationThe earlier “Reversed and Reversal Documents” category in GL Recons has now been refined into three separate categories to improve visibility into reversal timing and period impact:

* Reversal of prior-period entries
* Reversals posted in next period
* Reversed within period<br>

GL Recons – Previous Report ViewA Previous Report View option is now available during recon run setup. If a report already exists for the selected PAN, users can access the earlier report directly, reducing the need for repeat recon runs.

#### E-Invoicing

**Bug Fixes**<br>

1. **B2C Inter-State Supply – CGST/SGST Validation Logic Correction**

B2C inter‑state supplies were incorrectly triggering CGST/SGST validation rules instead of IGST, causing valid transactions to fail at the ingestion stage. The validation engine has been updated to correctly evaluate the place‑of‑supply against the supplier's state and apply IGST logic for inter‑state B2C transactions. This restores accurate tax determination and prevents false validation failures on compliant documents.

2\. **EWB Transaction Type Correction – Auto-Retry Behaviour Fix**

When the "EWB Transaction Type Correction" setting was enabled in conjunction with auto‑retry, the corrected transaction type was not being persisted on subsequent retries, resulting in the original incorrect value being resubmitted. The auto‑retry flow has been fixed to honour the corrected transaction type during every retry attempt. This ensures consistent E‑Way Bill generation and avoids repeated rejections caused by transaction type mismatches.

## April 2026 | Future-Ready for Income Tax Changes 2025

India’s tax system just saw its biggest overhaul in 60 years. The Income Tax Act, 2025 replaced the 1961 framework on April 1, rewriting the old rules on sections, forms, and filing years. Adapting to this meant a complete, end-to-end product transformation.

We were ready on day one. Every code, template, and label was mapped and updated before the new law took effect. No scrambling, no downtime. You logged in. It was already done. ClearTax keeps you ahead, always.

#### Key Highlight of This Release

1. **Fully compliant with Income-tax Act 2025 on day one.** Financial Year is now Tax Year across all views and section codes are auto-mapped. File seamlessly without a single configuration change. *TDS*
2. **For 26AS recon, fix a wrong TDS import in seconds.** Delete specific receivable entries from the ledger directly. No need to wipe and re-upload your entire dataset. *TDS*
3. **GST Recon is now simpler.** Starts with a single click: the return period selector opens Run Recon directly. Easy navigation with tooltips at every state. *GST*
4. **Cleaner recon results, fewer false alerts.** B2CL documents sit in a new Excluded category instead of showing as errors. Import documents now appear correctly in "Relevant for Filling". *GST*
5. **Malaysia reports carry the detail your finance team actually needs.** Three new fields in Detailed Reports. MIS Dashboard now reads actual tax amounts instead of back-calculating them. *E-Invoicing  MALAYSIA*

### India

#### Clear Compliance Cloud

#### GST

**1. Recon Framework: Return Period Selection UX Improvement**\
The return period selector in the recon top bar was not easily discoverable for users. It appeared disabled, and users were expected to navigate through Actions → Run New Recon to change the return period - with no tooltip or guidance provided. This has been addressed with the following changes:

* A tooltip has been added to inform users that changing the return period requires re-running the recon.
* Clicking the return period selector now directly opens the Run Recon modal, eliminating unnecessary navigation steps.
* When a recon is already in progress for the selected PAN/GSTIN, the selector is disabled with a tooltip communicating the reason.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FMfYQOnoKa4mrkWAzUpht%2FScreenshot%202026-04-02%20at%202.48.10%E2%80%AFPM.png?alt=media&amp;token=8f4e63b5-512e-41ac-abee-074ef5af3119" alt=""><figcaption></figcaption></figure>

**2. Inclusion of Import Documents in "Relevant for Filing" Filter (IMS vs PR Recon)**\
The "Relevant for Filing" filter in IMS vs PR recon is designed to filter out IMS documents that are no longer present or active on the government IMS portal. Previously, import document types (IMPG, IMPSEZ, IMPGA, IMPGSEZA) were also incorrectly excluded by this filter. As a result, even when users selected import documents from the IMS summary view, the document view appeared empty. This has now been corrected - import documents are retained and displayed as expected.\
**3. Inclusion of B2CL Section in G1 vs SR Recon Summary**\
B2CL and B2CLA documents are not present in Draft G1 since IRN numbers are not generated for them. Previously, these documents were not accounted for in the recon, causing them to incorrectly appear under "Missing in G1." With this update, B2CL/B2CLA documents from the Sales Register are now identified and categorised under a new "Excluded" section.

* A new "Excluded" section has been added to the Recon Summary screen, visually distinguished for clarity.
* A tooltip explains that these are documents for which e-invoice is not applicable and will not be auto-populated in Draft G1 unless manually uploaded.
* In the Document View, "Excluded" is now available as a Match Status value and as a filter option.
* Summary reports and Excel exports now include the Excluded section

Note: This feature will be live on or before 6th April 2026\
**4. Provision of Trade & Legal Name in IMS vs PR Recon**\
Previously, the vendor name field in IMS vs PR reconciliation would appear blank when a trade name was not available for a vendor. With this update, the system now displays the legal name as a fallback when the trade name is unavailable. Users will always see either a vendor's trade name or legal name against each document, ensuring no blank entries in the reconciliation view.

**Bug Fixes:**

1. **Fixed RCM Filter Behaviour**

In reconciliation, the "Reverse Charge" column has separate child columns for 2B and PR. Previously, when a document was missing in PR or missing in 2B, the respective column defaulted to "No," which was misleading - users could not distinguish between a genuine "No" and a missing value. The default has now been changed to "-" (dash), making the filter behaviour accurate and reducing confusion.

2. **Changes in the Recon Loading Screen UI**

The previous recon progress screen displayed ambiguous information, including incorrect ETA and recon completion percentages, which led to user confusion. These misleading indicators have been removed. The loading screen now provides a cleaner, more accurate experience without overpromising on recon timelines.

#### TDS

**Income-tax Act, 2025 related changes (effective 1 Apr 2026)**\
**Tax year as a new concept**

* “Tax Year” term will be used in-place of Financial Year &#x20;
* Assessment Year concept is deprecated

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FsiwnxJZfKDc40feEWoBB%2Fimage%20(2).png?alt=media&amp;token=45f5ba19-1c45-46cd-82e5-38a3be6079ff" alt=""><figcaption></figcaption></figure>

**Section code nomenclature changes**\
From 1 April 2026, TDS reporting need to be done under the new section codes as per the Income-tax Act, 2025.  Example : Section 194H is now 393(1) \[Table: Sl.No. 1 (ii)]

\
Here is how the Clear TDS software is updated for processing your TDS / TCS data.\
For ERP integrations (Form 26Q, 27Q)

* For most existing TDS sections (Income-tax act,1961), the system will automatically map them to the new section codes (Income-tax act 2025), and no action is required from your end.
* However, certain sections (such as 194A, 194J(b), 196B, etc.) have been bifurcated into multiple categories. For these, you need to update the ERP tax code / GL code configurations and communicate the changes required to <integrations-support@cleartax.in>.\
  *Until these changes are completed, transactions for such sections in FY 2026–27  will be treated as errors.*

\
Excel Import for Form 26Q, 27Q, 27EQ Returns

* For return filing from FY 2026–27 onwards, TDS form excel templates have been updated as per the Income-tax Act, 2025.
* You need to download and use the latest template for preparing and uploading data.
* Section code descriptions  includes both old and new section codes for ease of use.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FdiqmCWZrd4QUu2AZYVR7%2Fimage%20(3).png?alt=media&amp;token=13a77c2f-46c5-49ed-965c-eb48538673d4" alt=""><figcaption></figcaption></figure>

**TDS rate column in Form 26Q, 27Q Excel template**\
A new optional column “TDS Rate” has been introduced in Form 26Q, 27Q Excel Template.

1. You can fill the TDS Rate. If an incorrect value is provided, error will be shown
2. Clear will auto calculate the TDS Rate in-case you have not filled the same. TDS Rate is calculated as  (Amount of TDS Deducted + Surcharge + Education Cess) divided by Total Amount Credited, multiplied by 100. This helps you to review and identify any rate inaccuracies

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F0IPiKkQ6rtTV0Haur65N%2Fimage%20(4).png?alt=media&amp;token=fb7dd6b0-5cb2-4b1f-a9fe-5a9cec03b736" alt=""><figcaption></figcaption></figure>

**26AS Reconciliation**

**Option to Delete specific TDS receivable (TRL) entries**

You can now delete specific TDS receivable entries (TRL) entries directly from the TDS Receivable Ledger view. This helps you to delete a few entries which are incorrectly imported into the software by mistake instead of completely deleting the entire data and re-importing again.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F5GGPIxSsypdFCGOIYrBZ%2Fimage%20(1).png?alt=media&amp;token=871404e8-abda-4933-9f57-bde2836a7af6" alt=""><figcaption></figcaption></figure>

#### E-Invoicing

**Bug Fixes**

1. **Cross-Workspace Download Access**

An issue preventing file downloads from the notification bell after switching workspace views (PAN/GSTIN) has been resolved. The system now correctly verifies the original creator of the download request, ensuring reports and PDFs can be accessed seamlessly from the notification panel regardless of the currently active organizational context.

2. **FTP API Status Code Correction**

The FTP Generate API has been updated to return an appropriate HTTP error status code when no document data is found. Previously, the system returned a 200 OK status with the error message in the payload, causing downstream integrations to overlook the missing data exception. This update ensures accurate error detection and handling.

### GCC

**Bug Fixes**\
**1. Timestamps on Import History now display in KSA local time**\
Import History timestamps were previously rendered in IST, causing reconciliation mismatches for customers operating in KSA whose internal systems log in local time. Timestamps are now converted to Asia/Riyadh (UTC+3) before display.\
**Impact:**

1. Fresh imports show correct KSA time immediately.
2. Previously imported records are also updated - no re-import required
3. No action or configuration needed from users

### Malaysia

1. **Detailed Report Enhancements**

To improve offline tracking and data alignment, the Detailed Report exports have been updated with three new columns: Bill Reference Number, Tax Exemption Reason, and Item Description. For consolidated documents, the Item Description column specifically displays the sequence or range of the original document numbers included in the batch.

2. **MIS Dashboard Tax Calculation**

The MIS Dashboard reporting logic has been updated to ensure accurate tax visibility. Instead of calculating tax based on the difference between inclusive and exclusive amounts, the dashboard now directly references the explicit Total Tax Amount field. Furthermore, new validation checks have been added to proactively flag data anomalies

**Bug Fixes**

1. **Cross-Year UUID Lookup Correction**

To ensure accurate document linking, the UUID lookup logic for cross-year transactions has been enhanced. Previously, generating a document (such as a Credit Note) for an invoice from a previous year resulted in a missing reference UUID due to incorrect year targeting. The system now correctly queries the original invoice's year to fetch the UUID. Additionally, a fallback mechanism has been introduced, allowing the UUID to be passed explicitly within the request payload to prevent compliance issues.

2. **Supplier State Print Correction**&#x20;

The document print logic has been corrected to accurately display "Not Applicable" for the supplier state. Previously, this selection rendered incorrectly on generated PDFs, causing discrepancies with system reports. This update ensures data consistency across all printed invoices and offline exports.

3. **Standardized API JSON Responses**

The "Get Documents Via UUID" API now consistently returns documents in a standardized JSON schema. This resolves previous issues where converting raw government XMLs resulted in malformed JSON structures with missing keys, ensuring predictable and reliable data integration.

## March 2026 | Multi-Region E-Invoice Updates

This month’s updates introduce additional PR data fields in 2B vs PR Reconciliation to provide richer transaction context and enable faster investigation of mismatches.India E-Invoicing now supports RN generation for Casual Taxable Persons, along with enforcement of the 30-day IRN reporting window as per GSTN guidelines.

#### Key Highlight of This Release

1. Enhanced 2B vs PR Reconciliation: Additional PR data columns including Supplier details, ITC claim amounts, voucher & receipt information, and ERP attributes, are now available directly in the reconciliation view, providing deeper context for faster investigation of mismatches.*(GST)*
2. RN generation now supports Casual Taxable Persons (CTPs) with AATO above ₹5 Cr, while a 30-day reporting window for IRN generation has been enforced for businesses with AATO above ₹10 Cr to ensure compliance with GSTN timelines and prevent portal rejections.  *(E-Invoicing India)*
3. Enhancements to multilingual invoice handling and PDF/A-3 configuration reduce XML formatting issues and improve invoice submission reliability on external vendor portals. *(GCC)*
4. Bulk invoice consolidation is now more resilient to incomplete data, preventing batch failures, while fixes to UUID-based document retrieval ensure faster and more reliable access to consolidated documents.*(E-Invoicing) (MALAYSIA)*

### India

#### Clear Compliance Cloud

#### GST

**Additional PR Data Columns in 2B vs PR Recon**\
We have enriched the **2B vs PR Reconciliation** view by introducing several additional columns that were previously only available in the Purchase section in Data Overview\
**Newly Added Columns:**

* **Supplier Details:** Supplier Pan, State Place of Supply, Vendor Code
* **ITC Claim Amounts:** IGST, CGST, SGST, and CESS ITC Claim Amounts
* **Voucher & Receipt Info:** Voucher Date, Goods Receipt Note Number, Goods Receipt Note Date
* **ERP Data:** ERP Company Code, ERP Plant Code, ERP Business Place, ERP Source System

<div><figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FBicBHKexplrssXxrhxH7%2FScreenshot%202026-03-06%20at%201.07.59%E2%80%AFPM.png?alt=media&amp;token=abdb7330-2c42-4c69-b8c8-9b302e812e6c" alt=""><figcaption></figcaption></figure> <figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FFGeTOP0o7YGVq2RGPaaz%2FScreenshot%202026-03-06%20at%201.08.09%E2%80%AFPM.png?alt=media&amp;token=db7493ce-f787-4b2b-8bc0-ce21e2970bab" alt=""><figcaption></figcaption></figure></div>

#### E-Invoicing

1. **IRN Generation for CTPs**

To comply with GSTN directives, IRN generation is now supported for Casual Taxable Persons (CTPs) with an aggregate turnover exceeding ₹5 Cr. The system's validation logic has been expanded to accept CTP GSTINs, resolving the previous "Regular or SED" user type error. As long as the GSTIN is enabled on the government portal, CTP transactions will now process successfully without blockage.

2. **30-Day IRN Time Limit**

To align with the GSTN mandate, the system's validation logic now enforces a strict 30-day reporting window for businesses with an AATO of ₹10 Cr and above. Invoices, Credit Notes, and Debit Notes older than 30 days from the document date are automatically blocked from IRN generation. This validation prevents government portal rejections and ensures strict adherence to the expanded compliance timelines.

### GCC

1. **Multilingual Invoice Handling Improved**
   1. We resolved an issue affecting invoices that contain both Arabic and English values. In certain scenarios, the invoice ID field was incorrectly serialised in the generated XML when multilingual values were present. This could lead to formatting inconsistencies in the XML file submitted through external vendor portals.
   2. Impact:
      1. Prevents potential XML formatting issues.
      2. Reduces the risk of invoice rejection due to incorrect invoice ID formatting.
2. **PDF/A-3 Invoice Compatibility Improvement**
   1. The internal PDF configuration has been updated to better align with external portal ingestion expectations for PDF/A-3 invoices containing embedded XML.
   2. Enhancements have been made to ensure that the XML embedded within the PDF remains consistently accessible during document validation and portal ingestion. The updated configuration continues to meet ZATCA e-invoicing requirements, and the generated invoices remain fully compliant with regulatory standards.
   3. Impact:
      1. Improves submission reliability for customers uploading invoices to third-party portals such as Aramco Vendor Portal.
      2. No changes required from customers.
      3. No expected impact on existing invoice workflows.

### Malaysia

#### E Invoicing

1. **Bank Details Print Fix**

The issue preventing bank account numbers from appearing on printed PDF templates has been resolved. By correcting the underlying field mappings, the system now successfully passes the required data to the document generator. Bank details will now render accurately on all exported invoices, ensuring complete payment instructions are visible on the final documents.\
\
2\. **Bulk Consolidation Resiliency**\
Invoice consolidation logic has been updated to prevent batch failures caused by incomplete data. The system now gracefully handles invoices with empty allowance/charge fields or zero-value foreign currency amounts, ensuring these edge cases no longer disrupt the broader consolidation workflow.\
\
3\. **UUID Document Retrieval Fix**\
An issue causing the "Get Document via UUID" request to fail for consolidated documents has been resolved. The underlying synchronization logic was optimized to eliminate redundant sync actions, ensuring fast and reliable document retrieval.

## Feb 2026 | AI Agent for GST Notice Tracking

This month’s updates strengthen GST compliance and visibility by introducing a game-changing, AI-driven GST Notice Tracker that revolutionizes notice monitoring through automated, captcha-free syncing, along with clearer ITC Pending action traceability in 2B vs PR reconciliation and expanded GST reporting to support pre-3B corrections, outward supply reconciliation, and end-to-end liability and RCM tracking.

#### Key Highlight of This Release

1. GST demand notices are fetched automatically without captchas, with morning emails that summarise key details using AI, so no notice is missed and manual tracking is eliminated. (*Notice Tracker)*
2. Notice tracking runs automatically in the background using existing return workflows, removing repeat logins and making notice monitoring completely effortless. *(Notice Tracker)*
3. Enhanced 2B vs PR Reconciliation: Clear visibility into ‘ITC Pending’ actions through the ITC Pending Action Scope column, explicitly showing whether 2B or PR is carried forward, eliminating ambiguity on what moves to the next filing period. *(GST)*
4. Expanded GST Reports: New GSTR-1A, GSTR-1+1A vs 3B vs Books, and liability & ledger reports now live, enabling pre-3B corrections, outward supply reconciliation, and clear visibility into tax and RCM positions. *(GST)*
5. Consolidated Net-off Report: Automatically consolidates eligible invoices to suggest net-offs, simplifying monthly TDS reporting for high-volume cases such as Section 194Q. *(TDS)*
6. E-Invoicing now supports RSP-based GST valuation for notified tobacco HSNs and enables workspace-wide access to archived reports, removing download and permission constraints. *(E-Invoicing India)*
7. Malaysia e-Invoicing now supports XML & JSON downloads with LHDN validation responses and enforces stricter ingestion field validations, ensuring audit-ready data and higher submission success rates.  (*E-Invoicing) (MALAYSIA)*

### India

#### Clear Compliance Cloud

#### Notice Tracker

Introducing automated GST notice monitoring powered by government APIs and active session intelligence.\
The Notice Tracker can now **automatically fetch demand-related notices** from the GST portal via APIs — no captcha needed. It also **reuses your active GSTR-1/3B session** to sync notices in the background. You get a **morning email** with AI-generated summaries, demand amounts, reasons, and due dates for every new or updated notice.\
**Automated API Flow (EA)**\
Captcha-free notice fetching for demand-related cases, powered by government APIs

1. **Minimal  Captcha Input**
   1. Ability to automatically sync all demand related notices related to Scrutiny, Assessment, Demand & Recovery, Penalty and Enforcement and Rectification through the API flow based on the scheduler provided the OTP is authenticated and active.\
      Notices related to Audit and Appeal, Registration, Voluntary Payment and Letter of Undertaking, Refunds to be fetched through manual sync due to unavailability of APIs for the same.\
      The scheduler runs daily once at 5:00 AM and retrieves notices issued, updated, or responded to within the past 60 days.
2. **Automated Scheduler-Based Sync**
   1. A background scheduler periodically checks the government portal for new or updated notices and downloads them on your behalf. No manual intervention needed — your notices stay current automatically.
3. **Morning Email Alerts**
   1. Whenever a new notice is issued or an existing one is updated, you'll receive a **morning email alert** with complete details — including an AI-generated case summary, reasons for the notice, and demand and due dates.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FM1EwlNetPakL0LtNY43y%2FGST%20API%20Flow%20(1).gif?alt=media&amp;token=b2b3f705-e99b-4a0d-bf64-e13687c0b168" alt=""><figcaption></figcaption></figure>

**List of case types**

| Sl No | Covered in API                  | Excluded from API                |
| ----- | ------------------------------- | -------------------------------- |
| 1     | Provisional Assessment          | Summary Assessment               |
| 2     | Determination of Tax            | Automated Scrutiny Proceedings   |
| 3     | Determination of Tax MFY        | Audit                            |
| 4     | Scrutiny of Returns             | Pre GST Recovery                 |
| 5     | Provisional Attachment          | Transition Form 1                |
| 6     | Restoration of Attachment       | Transition Form 2                |
| 7     | Recovery                        | Deferred or Payment Installments |
| 8     | Non Filers of Returns           | Voluntary Payment                |
| 9     | Unregistered Persons            | Letter of Undertaking            |
| 10    | Unregistered Persons MFY        | Appeal                           |
| 11    | Penalty                         | Notice — Registration            |
| 12    | Penalty MFY                     | Order — Registration             |
| 13    | Tax Collected Not Deposited     | Refund                           |
| 14    | Tax Collected Not Deposited MFY |                                  |
| 15    | DOT and Penalty TCBND MFY       |                                  |
| 16    | DOT and TCBND MFY               |                                  |
| 17    | DOT and Penalty MFY             |                                  |
| 18    | Enforcement Case                |                                  |
| 19    | Waiver Scheme 128A              |                                  |
| 20    | Remanded and Appeal Effects     |                                  |
| 21    | Remanded and Appeal for MFY     |                                  |
| 22    | Rectification of Order          |                                  |
| 23    | Rectification of Order MFY      |                                  |
|       | Total: 23                       | Total: 13                        |

**Active Session Persistence (EA)**\
Your GSTR-1 / GSTR-3B pdf download now powers notice sync automatically — zero extra effort

1. **Session Established During Returns Workflow**
   1. Whenever you download government PDFs from your GSTR-1 or GSTR-3B workflows on our platform, an authenticated session is established with the GST portal. This session is securely captured and reused by the notice monitoring system.
   2. However the tool doesn't support offline notices which are not available on the GST Portal like Anti-Profiteering, Summons, Compounding Offences, Advanced Rulings, Tribunal, High court and Supreme court proceedings.
2. **Background Notice Sync — While You Work**
   1. While you're working on your returns, the system **simultaneously syncs your GST notices** in the background. Your active session is persisted and reused — so the notice tracker operates silently alongside your regular workflow.
3. **No Separate Login or Captcha**
   1. No need to log in again or solve another captcha for notice sync. The system **piggybacks on the session** you've already authenticated for your returns workflow. One login, two jobs done.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FlzrQw9I39ZjQiHtpbww5%2FGST%20Session.gif?alt=media&amp;token=5447ee40-6b77-46cd-9092-46210b7ea469" alt=""><figcaption></figcaption></figure>

\*\* Phase I APIs support notices issued or updated in the last 60 days beyond which manual sync flow to be used. We are closely working with Govt to increase the limit.

**Bug Fixes**

1. **Transporter ID Sync Fix**

To ensure data consistency, the logic for updating Transporter IDs via API has been corrected. Previously, a failed update at the government (NIC) level could result in the UI incorrectly displaying the new ID while the legal PDF retained the old one. The system now strictly validates the government response; if an update fails, the UI correctly retains the original Transporter ID, ensuring that what you see on the screen matches the actual legal status of the E-way Bill.

2. **EWB Print Status Correction**

To ensure documentation accuracy, the logic for generating E-way Bill printouts has been refined. Previously, if a document had a history of cancellations and regenerations sharing the same EWB number, the printout might incorrectly show the status as "Cancelled." The system now uses precise identifiers (IRN or Document ID) to fetch the record, guaranteeing that the printout always matches the active "Generated" status shown on the screen.

#### GST

**Recon**

**1. 2B vs PR Reconciliation: Enhanced Clarity for ‘ITC Pending’ Action**\
***What’s New:*** We are introducing a new column in 2B vs PR Reconciliation titled **"ITC Pending Action Scope."** This immediate visibility into which specific document (2B or PR) has been marked as ‘Pending’ when you take an "ITC Pending" action.​This update eliminates that ambiguity, ensuring you know exactly which side of the transaction is being carried forward to the next filing period.

**How it works:** The new column **"ITC Pending Action Scope"** will automatically populate whenever you mark a document as ITC Pending. You do not need to change your workflow; the system detects the scope based on the matching status at the moment you take action

| Matching Status     | ITC Pending Action Scope | What this means                                        |
| ------------------- | ------------------------ | ------------------------------------------------------ |
| Missing in 2B       | PR                       | Only the Purchase Register entry is marked pending.    |
| Missing in PR       | Govt                     | Only the Government (2B) entry is marked pending.      |
| Matched or Mismatch | Both                     | Both the PR and Government entries are marked pending. |

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F2nLPYqUFaseoShzKHLqd%2FScreenshot%202026-02-03%20at%2011.41.31%E2%80%AFAM%20(2)%20(1).png?alt=media&amp;token=adefde99-62a5-49a4-98b7-8cebb53f6565" alt=""><figcaption></figcaption></figure>

**Reports**

1. The **GSTR-1A Report** is now live under the Recommended Reports section. GSTR-1A is a facilitation form that allows taxpayers to add, amend, or correct the details of outward supplies originally filed in GSTR-1 for a given tax period — before the corresponding GSTR-3B is filed.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FzvJMcMzSKy6mDl7uEP5T%2Fimage.jpeg?alt=media&amp;token=9849fbf6-4d85-4b0f-9f2b-a0e9733d3586" alt=""><figcaption></figcaption></figure>

2. The **GSTR-1+1A vs 3B vs Books Report** is now live under the Comparison Reports section. This reconciliation report provides a side-by-side comparison of outward supply tax values as reported across three sources — GSTR-1 (including 1A amendments), GSTR-3B, and your Books of Account

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FjHiE6izHlgl7mtHIvtbC%2Fimage%20(1).jpeg?alt=media&amp;token=a9b6dd11-26bd-45e9-afdd-873d8d9b217f" alt=""><figcaption></figcaption></figure>

3. The **Electronic Liability Ledger** is now live under the Ledger section. This report reflects the real-time tax liability register as maintained on the GSTN portal for each of your GSTINs. It shows the opening balance, closing balance, and all interim transactions — broken down by IGST, CGST, and SGST/UTGST — across the selected date range

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FPgBEdtjyqZq7wzcTsMw7%2Fimage%20(2).jpeg?alt=media&amp;token=33207ca5-98c9-4e44-acf7-dd2397536d09" alt=""><figcaption></figcaption></figure>

4. The **RCM Ledger** is now live under the Ledger section. This report provides a clear view of your RCM liability and payment position as maintained on the GSTN portal. It displays opening and closing balances along with the complete tax breakup — Total Tax, IGST, CGST, and SGST — for each GSTIN across the selected period

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F6WeXdoooLTtMIKSRM9Wp%2Fimage%20(3).jpeg?alt=media&amp;token=343f4065-2eca-4ea5-8930-2eaf42aa5e07" alt=""><figcaption></figcaption></figure>

5. The Negative 3B Ledger Report is now live under the Ledger section. This report enables users to download and review negative liability data from GSTR-3B filings — a critical input for identifying cases where excess tax has been paid or where credit adjustments are required

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FJFn8TtU9QShc75NBIXSz%2Fimage%20(4).jpeg?alt=media&amp;token=4e769912-4526-4884-9a4f-d1eaa25a8e68" alt=""><figcaption></figcaption></figure>

#### TDS

**TDS Workbench**\
**Consolidated Net-off report**\
We have introduced a “Consolidated Net-off Report” in TDS payable workbench that automatically suggests eligible entries for net-off based on the **same PAN, section, TDS rate and month.** The system **consolidates multiple invoices** and identifies possible net-offs, enabling users to report a monthly single consolidated figure in TDS filings.\
This is especially useful for Section 194Q, where transactions are often high in volume.

#### E - Invoicing

**1. RSP based Tax Changes**\
\
The system has been updated to comply with the Government’s new RSP-based GST valuation for specific tobacco products (HSNs starting with 2106 90 20, 2401, 2402, 2403, 2404 11 00, 2404 19 00 excluding ‘biris’), effective February 1, 2026. This change involved introducing **Unit Retail Sale Price (RSP), Total RSP** as an optional input field for transparency on the new calculation logic where the **Tax Amount is derived from the RSP.**\
Tax amount for such HSNs = **(Total RSP \* Tax Rate) / (100 + Tax Rate)**\
Example:

* Quantity: 1,000 Packs
* RSP (Printed on Pack): ₹100
* Actual Selling Price: ₹60
* GST Rate: 40% (Total inclusive rate including Cess)
* **Total RSP Value:** 1,000 packs×₹100=₹1,00,000
* **Statutory Tax Amount:** (₹1,00,000×40)/(100+40) = ₹28,571.43
* **Net Sale Value:** 1,000 packs×₹60=₹60,000
* **Total Invoice Value:** ₹88,571.43 (Taxable Value + Tax Amount)

**2. Shared Archive Report Access**\
To improve collaboration and system efficiency, report access is now workspace-wide. You can now successfully download reports generated by any user within your workspace from the Archives list, eliminating previous permission errors

### Malaysia

#### E-Invoicing

1. **XML & JSON Downloads**

To facilitate robust auditing and system integration, the "Download Report" menu now includes options for **XML** and **JSON** formats. These files capture the complete e-invoice dataset, including the official LHDN validation response. For bulk XML requests, the system automatically packages individual invoice files into a compressed ZIP archive, ensuring efficient retrieval of raw compliance data.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FUi3amIAfh4CYLdny0mfm%2Fimage%20(1).png?alt=media&amp;token=afd2a038-37a5-47f6-92d6-ded3dadbd468" alt=""><figcaption></figcaption></figure>

**2. Enhanced Ingestion Field Validation**\
To ensure high data integrity and strict adherence to the latest schema requirements, the ingestion validation rules have been tightened effective January 9, 2026. Date fields now strictly require the YYYY-MM-DD format (values like "N/A" are no longer accepted). Additionally, stricter character limits and code standardizations have been applied to fields such as Supplier Bank Account, Incoterms, and MSIC descriptions to prevent downstream submission rejections.SDK update details - <https://sdk.myinvois.hasil.gov.my/sdk-1-0-release/>

**Bug Fix​**\
\
**3. Multi-Tax & Print Alignment**\
The Detailed CSV report logic has been fixed to correctly process line items containing multiple tax rates. Additionally, the print rendering engine has been updated to accurately reflect multi-line item changes. This ensures that complex tax structures are now consistent across both offline CSV exports and PDF printouts.

## Jan 2026 | Updates for Even Faster GST Workflows

This month’s updates strengthen GST and TDS compliance across the board—bringing government-parity IMS workflows and higher-scale ITC actions in GST, richer ERP-level context and more reliable challan processing in TDS filings, and clearer TAN–PAN mapping transparency in 26AS reconciliation.

#### Key Highlight of This Release

1. IMS Upgrade: End-to-end import document handling with pending actions, remarks, and ITC reversal declarations, bringing full government-parity IMS workflows into a single, unified console. *(GST)*
2. Higher-scale ITC actions, expanded 2B vs PR reconciliation (including ISD), real-time data freshness visibility, and a smoother GSTR-1 vs SR reconciliation experience. *(GST)*
3. Richer ERP-level data capture (voucher, plant, profit center, branch) for better traceability and reporting, clearer deductee/collectee classification, and more resilient challan sync with partial success handling. *(TDS)*
4. 26AS Recon is now updated with clearer TAN–PAN mapping statuses that explain how each mapping was derived. *(TDS)*
5. Configurable email recipients for e-invoice error alerts and standardized tax exemption reason mapping to ensure timely issue visibility and consistent, regulator-aligned reporting across the UI. *(GCC)*
6. Enforced RM 10,000 invoice consolidation limits aligned with IRBM mandates, along with stronger data controls and smarter integrations. *(MALAYSIA)*

### India

#### Clear Compliance Cloud

#### GST

**1. IMS - Import Documents Support**\
Four new import document sections - IMPG, IMPGA, IMPGSEZ, IMPGSEZA - have been added to both the IMS Console and IMS vs PR Reconciliation.

* Users can now perform the major import-related actions that are available on the GSTN portal.
* Users can manage import-related compliance directly from Clear without switching platforms.
* Completes parity with government IMS functionalities.

Note: ITC reversal for amendment documents will be added later.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FvCBSKdHVZhY9C55shejh%2FScreenshot%202026-01-06%20at%207.20.46%E2%80%AFAM.png?alt=media&amp;token=83d4a62f-9eb5-4d1f-8a4e-c7181e68c7c7" alt=""><figcaption></figcaption></figure>

**2. IMS - Pending Actions for New Document Types**\
Pending actions have now been enabled for the document types mandated by the government.

* Credit Notes
* Credit Note – Upward Amendments
* Credit Note – Downward Amendments (if original CN was rejected and GSTR-3B filed)
* B2B Invoice – Downward Amendments (original already accepted & 3B filed)
* Debit Note – Downward Amendments (original accepted & 3B filed)
* ECO Document – Downward Amendments (original accepted & 3B filed)

**3. IMS - Remarks for Rejected & Pending Documents**\
Users can now add **remarks** for any document marked as Rejected or Pending. This enables transparent communication between buyers and suppliers.

* Remarks can be added via **UI or Excel upload** in both IMS Console and IMS vs PR Recon.
* Remarks entered by the recipient will be **shared with suppliers** through the GSTN mechanism.
* Remarks are now visible in **2B vs PR reconciliation** as well.
* In **IMS Outward Supplies**, suppliers can view remarks made by their customers.

**4. IMS - ITC Reversal Declaration**\
Users can now declare ITC reversal amounts (full or partial) for the document types supported under new government guidelines. This declaration is available directly in IMS, and reflected in **2B vs PR reconciliation.**

\
**5. Changes to ITC Action Limits**

* **UI Actions:** Users can now take ITC actions on up to **5 lakh documents** at once directly from the UI.
* **Excel Actions:** Upper limit removed completely. Users can now upload ITC actions for **any volume**, including crores of PR documents.
* Ideal for enterprises with very large document volumes
* Reduces processing delays and the need for splitting Excel files.

**6. ISD Documents in 2B vs PR Reconciliation**\
**ISD and ISD Amendment** documents are now included in **2B vs PR Reconciliation**. Users can take ITC actions on ISD documents.\
*Important notes:*

* These documents are **only included in reconciliation**, not in **Table 4 computation.**
* Source rules for Table 4 remain unchanged. 2B vs PR **cannot** be used as the source for 4A(4). The recommended source for **4A(4)** continues to be **GSTR-2B.**

**7. Data Availability Page**\
A new **Data Availability** page has been introduced to show the download status of data fetched from the government portal. Users can now see whether the latest data is already available in the system and choose to proceed with reconciliation or reports using the existing data, or initiate a fresh download if needed. This helps users assess the freshness of data before triggering a new download.

* This feature is now available for GSTR-1 Draft, IMS Outward Supplies, GSTR-2B, IMS Console & Recon
* Helps users avoid unnecessary government downloads and long wait times.
* Allows quicker movement to reconciliation and report generation using already available data.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fktm6i0gWmv9QFtjTRsnA%2FScreenshot%202026-01-06%20at%208.22.32%E2%80%AFAM.png?alt=media&amp;token=6c6a38bb-c8df-496c-a571-6c9cd85fc415" alt=""><figcaption></figcaption></figure>

8. **Draft GSTR-1 vs SR Reconciliation – New UI**

A new UI for Draft GSTR-1 vs SR Reconciliation has been rolled out to all customers. When users access GSTR-1 vs SR reconciliation from the GSTR-1 filing flow (Step 1), the reconciliation screen will now **open in a new tab**, instead of the same tab. The updated UI improves the overall experience while keeping user behaviour and workflow unchanged.

9\. **ITC Pending - Source Identification in 2B vs PR Reconciliation**\
Users currently see ‘ITC Pending’ without knowing whether it was applied on the **2B document** or the **PR document**, which leads to confusion in Month-on-Month reconciliation. To address this, a new column called ‘**ITC Pending is taken on**’ is being added to the **2B vs PR Reconciliation** to clearly indicate whether the pending action is applied on **Govt, PR, or Both**. The same values will also be available as filter options.

* New column ‘**ITC Pending is taken on**’ added in the document view reconciliation table.
* Column displays whether ITC Pending is applied on **Govt, PR, or Both**.
* Corresponding filter options added to the filter panel.

*Note: This feature will be published by 13th January 2026*

1**0. 2B vs PR Reconciliation – New UI (Beta Release)**

A new UI has been introduced for **2B vs PR Reconciliation** to improve overall usability and consistency with other reconciliation modules. This update does not introduce any functional changes or alter existing customer workflows. The release is currently in **beta** and enabled only for a limited set of customers, and will be rolled out to other customers in a **phased manner.**

#### TDS

**Filing**\
🆕 New Fields Added Across Forms\
We have added the following fields across **all forms.** These fields are **not mandatory** and can be ingested along with deduction data during data import or through ERP (for Workbench users).

* Voucher Number
* Company Code
* ERP Business Place
* ERP Plant Code
* ERP Profit Center
* Branch Name

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FgP01Cp2oG5cd40Ae1TYS%2Fimage%20-%202026-01-06T131732.138.png?alt=media&amp;token=99a74e1c-3d62-4ee1-9799-7d7788c0347b" alt=""><figcaption></figcaption></figure>

🆕 New Deductee / Collectee Type Field Added\
We have added a new field that allows users to specify whether the **Deductee Type or Collectee Type** falls under **Companies** or **Other than Companies:**

* **Deductee Type** – applicable for **Form 26Q and Form 27Q**
* **Collectee Type** – applicable for **Form 27EQ**

This field accepts one of the following values:

* **Companies**
* **Other than Companies**

The information can be entered by the user during data import.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FaNp7e0Xnqhyxit3fglFF%2Fimage%20-%202026-01-06T131952.164.png?alt=media&amp;token=96b1fd86-e046-4ee2-a555-968433c07947" alt=""><figcaption></figcaption></figure>

**⚙️ Improved Challan Sync with Partial Success Handling**\
When a large number of challans are synced at once, the process may take longer due to government website session timeouts. To handle this more reliably, we have introduced **partial success handling.**

With this enhancement:

* Challans that are successfully verified before a timeout will now be saved in the backend
* Only the remaining challans (if any) will require re-syncing

**26AS Recon**

We’ve introduced **new mapping statuses** to give you clearer visibility into how TAN–PAN mappings are identified and applied.\
**✅ What’s new**

You’ll now see the following statuses in the mapping summary:

* **Mapped via API**\
  Mappings automatically identified through proprietary API sources.
* **Mapped Manually**\
  Mappings explicitly updated by the user through Excel upload.
* **Mapped via TRL**\
  Mappings based on the TAN <> PAN pairs already present in the TDS receivables.
* **Needs Review**\
  Mappings identified by Clear Intelligence that need to be reviewed by the user.
* **Not Mapped**\
  TANs for which no PAN could be confidently identified using any of the available automated methods.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FK2zloDMvzuHjFOknZg5R%2Fimage%20-%202026-01-06T132229.211.png?alt=media&amp;token=ea7db412-103d-4203-958f-d59676ae4e84" alt=""><figcaption></figcaption></figure>

**TDS Workbench**

**Recommended Net-off report enhancements**

We have improved the recommendations to net-off negative entries (credit notes, reversals). System now suggests multiple credit notes to net-off against an invoice and vice-versa. This further reduces the manual work in performing net-offs for preparing your TDS payables for Quarterly return filing.

### GCC

**1. Custom Email Recipients for Error Alerts**

Account Admins can now configure additional email recipients to receive the **"E-invoice generation summary and error alert"** reports. This feature allows users to specify custom email IDs for these automated alerts and ensure that the right team members are promptly notified of any issues.\
**How to Configure Recipients**

* Navigate to Settings: Go to the 'Value Added Settings' page within your local workspace settings.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FZcGHtZXc4aIlDPtDmb5q%2Fimage%20-%202026-01-06T132229.211.png?alt=media&amp;token=62b7b585-c54b-4e43-b940-45f1dc988dda" alt=""><figcaption></figcaption></figure>

* Enable Alerts: Toggle the 'E-Invoice generation summary and error alerts' switch to ON.
* Manage Emails: A modal titled 'Manage Weekly Error Reports' will appear.
  * To Add: Enter a valid email address in the input field and click 'Add' or press Enter.
  * To Delete: Click the 'Trash' icon in the Actions column next to the relevant email.
* Save Changes: Click 'Update Emails' to finalise your recipient list.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FTPFaCCKJv6wZ0jXJq6el%2Fimage%20-%202026-01-06T132630.670.png?alt=media&amp;token=9f5cbd3f-e656-44af-925e-022db8db8559" alt=""><figcaption></figcaption></figure>

**2. Tax Exemption Reason Mapping**\
\
To resolve UI display issues caused by slight mismatches in user-provided free-text (e.g., trailing dots), the system has standardised how exemption reasons are handled:

* **Single Source of Truth:** The system now uses the taxExemptionReasonCode as the primary identifier.
* **Standardisation:** Free text reasons provided by users are updated in favour of the official Tax Exemption Reason mapped to the code.
* **Consistent Display:** These standardised reasons are saved in the database and displayed across all UI views.

### Malaysia

1. **High-Value Consolidation Restriction**

To ensure compliance with the latest IRBM mandate (effective Jan 1, 2026), the system now restricts the consolidation of invoices exceeding RM 10,000. These high-value transactions are automatically excluded from consolidation batches and must be generated individually with full buyer details. To assist with this workflow, a new **"Amount > 10k RM"** filter and in-context alerts have been introduced, enabling you to proactively identify, validate, and submit these invoices within the required timeline.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FYOBxur64A6aIPhuHzUKJ%2Fimage%20-%202026-01-06T132807.243.png?alt=media&amp;token=c8b7523b-f677-4a2b-8ede-f24ff3be7c6b" alt=""><figcaption></figcaption></figure>

2. **Customizable Auto-Email Rules**

To provide flexible management of invoice communications, the auto-email trigger is no longer a global "all-or-nothing" setting. You can now configure automatic email delivery at the individual TIN or Branch level. Furthermore, you can restrict triggers to specific document types (e.g., Sales vs. Purchase). This allows you to tailor the platform's behavior to fit complex entity structures, ensuring emails are sent only when and where required.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F5b9bUW854QeZnRYi2WNk%2Fimage%20-%202026-01-06T132937.459.png?alt=media&amp;token=cdd73844-293b-4b87-941a-6cd8340b49cf" alt=""><figcaption></figcaption></figure>

3. **Unique Line Item IDs**

To ensure data integrity and prevent downstream processing errors, the API ingestion validation has been strengthened. The system now enforces strict uniqueness for **Line Item IDs** within a single invoice. Duplicate line IDs are no longer accepted during ingestion. This proactive validation eliminates data conflicts that previously caused failures when attempting to use the "Edit" functionality on API-generated documents.

4. **Source type for Get Documents API**

To streamline integration and reconciliation, the "Get Documents API" for purchase invoices now includes a source type field in the response. This update allows your systems to automatically distinguish between invoices auto-fetched from LHDN and standard purchase documents. By identifying the exact origin, you can streamline ERP updates and ensure accurate reconciliation of government-sourced data.

## Dec 2025  | Introducing AI-Powered Audit Readiness

This month’s updates strengthen core reconciliation and compliance workflows across TDS and GL Stream , with richer Clause-34(A) variance insights, automated Clause 44 reporting, clearer 26AS mapping transparency, a smoother TDS Workbench experience, and deeper GL analysis.

#### Key Highlights of This Release

1. New Launch: Comprehensive expense preparation, accurate TDS-to-expense mapping, and precise section- and rate-variance reporting to streamline Clause-34(A) reviews. *(TDS)*
2. New Launch: Automated Clause 44 Exception Report that brings complete expense visibility, accurate vendor categorisation, and 3-way matching into one consolidated workflow. *(TDS & GST)*
3. Improved 26AS Reconciliation with a new PAN–TAN mapping card, clear mapping-status transparency, and stronger backend guardrails for higher accuracy. *(TDS)*
4. TDS Workbench usability is improved with simplified steps, in-product guides, and clearer tracking of net-off activity post Excel import. *(TDS)*
5. Enhanced GL Recon analysis with new Business Area, Profit Center, and Sub Section columns, along with simplified filters aligned to other GST reports. *(GL Stream)*
6. Expanded support for B2C Export invoices and improved historical error correction, with more seamless invoice generation. *(GCC)*
7. Enhanced reporting and compliance with a unified currency MIS dashboard and stricter historical consolidation validation. *(MALAYSIA)*

### India

#### Clear Compliance Cloud

#### GL Stream

**GL Recon (Enhancements)**

* Added new columns in recon reports — Business Area – GL, Profit Center – GL, and Sub Section – SR — enabling users to slice and analyse exceptions at a more granular level.
* Upgraded filters from the old advanced model (column → operator → value) to the basic filters, allowing quick column search and simple value-based filtering. This aligns GL Recons with the filtering experience used across other GST reports.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FLYWpLIPn3bT72GiqY7oD%2FScreenshot%202025-12-03%20at%202.08.20%E2%80%AFPM.png?alt=media&amp;token=b53bd7b7-ef08-4b3d-af13-ecd6b53adbc9" alt=""><figcaption></figcaption></figure>

#### TDS

**Expense Rationalization and Clause-34(A) Exception Repor**t

* Comprehensive Expense data preparation from ERP
  * Expense data preparation at Expense line item level \*includes regular invoices, advance payments, provisions applicable for TDS
  * Mapping of TDS line to Expense line (including M:1, M:M scenarios) \*subject to ERP accounting data quality
  * Fetching the actual Expense GL info from the GRN entries \*subject to availability of linking parameters in ERP
  * Other useful info related to Expenses such as Narrations, Item description, HSN code etc
* **Section / Rate Variances  - “Exception report”**
  * Validating the TDS section & rate applied on books & highlighting variances for review
  * Reasoning on TDS applicability/non applicability against each Expense entries
  * Expense GL level summary report along with document level drill down.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F9xoHCuG1KibMH69Rrn0l%2Fc34%20gif%20updated.gif?alt=media&amp;token=9be94662-6f0e-4210-ae70-88bbba15c1c8" alt=""><figcaption></figcaption></figure>

**Clause 44 - Exception Report (NEW)**\
Preparing Clause 44 is traditionally a manual, multi-step exercise—pulling Trial Balance totals for all expenses, tying them to Purchase Register entries, validating vendor status, reconciling with GSTR-2B and ITC claims. This release brings all of that together into a **single, automated exception report.**

With the new **Clause 44 – Exception Report**, you can:

* **See the full expense universe in one place**\
  Automatically consolidates all expense GL vouchers - across both P\&L and Capital - with purchase documents by linking **MIGO/ GR** (where the expense actually hits the books) with **MIRO/ IR** (where vendor, GST, and TDS are recorded), enabling a unified view of every expense.
* **Get accurate vendor categorisation**\
  The platform enriches your vendor master with the **latest GSTN status** on the fly.
* **Benefit from end-to-end 3-way matching**\
  Automated reconciliation across **Expense GL ↔ Purchase Register ↔ GSTR-2B** surfaces all discrepancies up front.

This feature dramatically reduces the manual effort involved in Clause 44 preparation and gives finance and tax teams a clean, audit-ready starting point in minutes.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FtxLLvdFjOLLJuRlOWaRl%2Fezgif.com-animated-gif-maker%20(5).gif?alt=media&amp;token=8e215791-63c0-4cb8-9565-281c24524f1a" alt=""><figcaption></figcaption></figure>

**26AS Reconciliation**

🔹**New TAN ↔ PAN Mapping Card on the TDS Main Page**

Users can now see TANs from their 26AS reconciliation mapped directly to the corresponding PANs.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FVasQ9FJivI1I7eIEgMr3%2Fimage%20(90).png?alt=media&amp;token=84c9e4dd-9cea-4ec8-895d-c0079ccbc4b9" alt=""><figcaption></figcaption></figure>

🔹 **Three New Mapping Statuses**\
To clarify where each mapping originated and improve user confidence, we’ve introduced three explicit statuses:

1. **Mapped manually** – mappings created by users themselves.
2. **Mapped via TRL** – mappings provided directly within the TRL.
3. **Mapped via name match** – these entries were mapped by comparing deductor names with names in 26AS.

This gives users transparency into mapping provenance.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FZcFYdOkVBlJJ3iUCQjP4%2Fimage%20(91).png?alt=media&amp;token=8f22535a-8bcc-4e72-a2b2-7bc1635f2ed6" alt=""><figcaption></figcaption></figure>

🔹 **Backend Guardrails for Higher Accuracy**

Under the hood, we’ve strengthened our mapping logic with new guardrails and validation layers. These improvements reduce the risk of incorrect PAN–TAN associations and create a more reliable reconciliation backbone moving forward.

**TDS Payable deductions workbench**

* We have made a few changes to improve the usability of the TDS workbench
  * Workbench steps are simplified for ease of use &#x20;
  * Detailed guides are added for how to use TDS workbench and net-off report
  * Better status tracking of the net-off activity after excel import is completed.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F9Z8rkkywQtMDl99KEVC9%2Fimage%20(92).png?alt=media&amp;token=1504977c-94dc-483b-a573-f914de4fe3b1" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F4DjiQWqZeACDKQcVdIHk%2Fimage%20(93).png?alt=media&amp;token=d4faec62-b24c-48a9-8310-606bfcbcc37e" alt=""><figcaption></figcaption></figure>

### GCC

**Enhancements**\
1\. Flexible Customer Master Data Entry

Phone numbers are now optional when adding or bulk-uploading customer records. This change allows you to maintain accurate customer masters without being blocked by missing contact details or forced to use placeholder data.

\
2\. ZATCA Allowance Codes Update

Enhanced system support to allow all Allowance Reasons and Codes as per the official ZATCA list (UNECE D16B – 5189 codes). The fields "AllowanceChargeReason" (in both Arabic and English) and "AllowanceChargeReasonCode" are now fully aligned with ZATCA’s approved values to ensure compliance and consistency.\
This has been done as per the comprehensive list from ZATCA: [LINK](https://unece.org/fileadmin/DAM/trade/untdid/d16b/tred/tred5189.htm.)\
\
**New Features**\
**1. Now Supporting Simplified Invoices for B2C Exports**\
Following the latest ZATCA amendment, we have updated the validation rule BR-KSA-31 to allow Simplified Invoices for B2C Export transactions. Our system now fully supports Export Transactions (KSA-2, position 5 = 1), ensuring valid export invoices are accepted and processed seamlessly.

**2. New "Error Correction Assistance" Reports in Archives**\
We have updated the Archives section to include a new category: Error Correction Assistance. This allows you to download Error Summary, Error Details, and Category-wise Errors reports for archived data (older than 12 months). This update is designed to help you easily identify and resolve warnings or errors in your historical e-Invoices.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fp3WcQFsu7E8vFenpeWH8%2Fimage%20(95).png?alt=media&amp;token=ad568738-4259-4f26-8695-778d587bd221" alt=""><figcaption></figcaption></figure>

3. **Stay Updated with In-App Release Notes:**

Introduced a ‘**Product Release Notes**’ tile on the LP0 page to improve user awareness of new feature releases. Clicking this tile redirects users to the Product Updates page, providing quick access to the latest release information and announcements.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FqVjnlt74F14f7me800i2%2Fimage%20(98).png?alt=media&amp;token=f04ca568-1bf9-40a2-9a62-4fe98e608a36" alt=""><figcaption></figcaption></figure>

4. **Generate Invoices Directly from the Edit Screen**

Added a ‘**Generate**’ button on the invoice edit screen for improved usability. After users edit and save an invoice, they can now directly generate it from the same screen (if all validation errors are cleared), eliminating the need to return to the Documents page to perform generation separately providing a streamlined Invoice generation process.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FY2KOlXUF9hOGXbZRXRzt%2Fimage%20(97).png?alt=media&amp;token=94f9b1f2-3f23-4945-b6a4-232eb394ecc0" alt=""><figcaption></figcaption></figure>

### Malaysia

**Features**

\
**1. Unified Currency MIS Dashboard**

The MIS Dashboard within the "Reports" section is now fully active. Leveraging the mandatory currency exchange rate, the system automatically converts and aggregates all financial data into MYR. This enhancement provides a comprehensive, consolidated view of your total business performance—covering ingested, validated, and processed invoice values—in a single, unified currency, regardless of the original transaction currency.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FBDAog9Ks1SmOw9HA6lnZ%2FScreenshot%202025-12-01%20at%207.52.49%E2%80%AFPM.png?alt=media&amp;token=eac9cca1-196c-4751-934d-e7617ddb8b58" alt=""><figcaption></figcaption></figure>

\
\
**2. Consolidated Document Number in Reports**\
To facilitate easier tracking of invoices, the downloadable detailed report (CSV) now includes the **"Consolidated Document Number"** column. This update aligns your offline records with the application UI, allowing you to easily map individual transactions back to their specific consolidated submission without manual lookups or cross-referencing.\
\
**3. Smart Recon Auto-Fill**\
To expedite your reconciliation workflows, the "Re-run" function has been optimized to automatically recall your previous settings. The system now pre-fills the **Business and Date Range** fields based on the prior execution logic. This enhancement eliminates repetitive manual selection, allowing you to re-initiate reconciliation tasks instantly and with greater consistency.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FDZ1T0w9BTU0XFBUQdvPw%2Fimage%20(99).png?alt=media&amp;token=dc282a61-4713-4436-ae7e-52255abbac59" alt=""><figcaption></figcaption></figure>

**4. Self-Billed Deletion with Filters**

To streamline your document management workflows, the deletion logic for self-billed invoices has been improved. You can now successfully delete self-billed documents even when specific search filters (such as "E-Invoice Type") are active. This fix eliminates the previous requirement to clear filters before deleting, ensuring a faster and more fluid cleanup process.\
\
**5. Strict Historical Consolidation Validation**

To ensure strict adherence to LHDN submission timelines, the consolidation validation logic has been enhanced to evaluate the document year in addition to the month. This update now prevents the consolidation of invoices from previous years (e.g., attempting to process prior-year data that matches the current calendar month), ensuring that all consolidations are restricted to the valid, current compliance window.

**Bug Fixes**

**1. Enhanced Reconciliation Mismatch Logic**\
To improve the accuracy of your reconciliation reports, the logic for handling documents with multiple data discrepancies has been upgraded. Previously, documents containing simultaneous errors (e.g., both Buyer TIN and Doc Date mismatches) were incorrectly categorized as "Missing." The system now correctly identifies and classifies these documents under a unified "Mismatch" category. Additionally, sub-buckets within the Mismatch category have been removed to simplify the view. This update ensures precise error reporting, allowing you to clearly see and resolve specific data conflicts without digging through inaccurate "Missing" lists.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F2qHiDNZKsWC7STjXptsy%2Fimage%20(100).png?alt=media&amp;token=dcd3527e-eaee-4b90-bc76-8b9edc45696e" alt=""><figcaption></figcaption></figure>

## Nov 2025  | GSTR-9 LIVE FOR FY 2024-25

This month’s upgrades focus on greater transparency, automation, and stability. Highlights include improved reconciliation visibility, simplified annual return filing, automated data population, smarter error handling, and enhanced validation frameworks for seamless compliance management.

#### Key Highlights of This Release

1. Improved transparency in IMS Summary with new “IMS Documents Removed/Deleted on GSTN Portal” section, upgraded range filters, and enhanced ITC action templates. *(GST)*
2. GSTR-9 Filing is simplified with one-click bulk downloads, auto-prepared returns with audit trail, and seamless multi-GSTIN filing. *(GST)*
3. Auto-population of previous quarter PRN details and subtotals added for easier challan tagging and filtering. *(TDS)*
4. Relaxed postal code rules for international buyers and better handling of ZATCA duplicate responses post downtime for accurate status updates. *(GCC)*
5. Enhanced compliance and stability with upgraded TIN validation, dedicated LHDN API credentials, and multi-tax line item support. *(MALAYSIA)*

### India

#### Clear Compliance Cloud

#### GST

1. **GSTR-9 LIVE FOR FY 2024-25**
   1. **One-Click Bulk Downloads:** Download **Filed GSTR-1, GSTR-3B, GSTR-2B, GSTR-8A, Previous Year GSTR-9** and **Draft GSTR-9** for **19 months—for all GSTINs**, in just one click.
   2. **Auto-Prepared GSTR-9 with Built-In Audit Trail :** GSTR-9 is auto-compiled with every adjustment tracked, ensuring **transparency, traceability, and audit readiness**
   3. **PAN-Level Reconciliation Reports:** Access critical comparison insights such as: GSTR-1 vs GSTR-3B vs Books, GSTR-2B vs GSTR-3B vs Books\
      Consolidated **at the PAN level in one place** to spot mismatches proactively.
   4. **12-Point Data Accuracy Validation:** A **comprehensive quality checklist** flags data gaps, inconsistencies, threshold breaches, and risk areas **before filing**, ensuring **100% reliable submissions.**
   5. **Flexible GSTR-9 Preparation Sources:** Prepare GSTR-9 using your preferred data base: GSTR-1, Sales Register, Purchase Register, Locked Table 4 and more.
   6. **Error Review & Correction in the UI:** Correct mismatches and values **directly on the platform**—no offline rework required.
   7. **Download GSTR-9 Outputs at Any Level:** Export the prepared GSTR-9 summary **GSTIN-wise or PAN-wise** for internal review and audit documentation.
   8. **GSTR-9 Re-ingestion:** Push the finalized return version back into Clear at **both PAN and GSTIN levels**, ensuring **data consistency across systems.**
   9. **Bulk Upload to GSTN:** Upload GSTR-9 data for **multiple GSTINs in one go**, eliminating repetitive manual uploads.
   10. **Real-Time Upload Status Tracking:** Track what’s successfully uploaded to GSTN **from within the platform**, with no need to check the portal separately.
   11. **End-to-End Filing from a Single Screen:** File GSTR-9 using **EVC/DSC for multiple GSTINs**, all from **one unified screen.**
   12. **Auto-Preparation of GSTR-9C:** Draft **GSTR-9C is auto-generated** based on the prepared GSTR-9, significantly reducing effort and review time.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fxz5zXKjvyHcCIZtC3SOl%2FGSTR9_Steps_HD.gif?alt=media&amp;token=dcb1418e-3401-4079-92f6-fed46dc2c6d0" alt=""><figcaption></figcaption></figure>

2. **IMS Summary Changes in IMS vs PR Reconciliation**

A new section named **“IMS Documents Removed/Deleted on GSTN Portal”** has been added under the IMS Summary.

* Addresses the recurring issue where users observed discrepancies in document counts between Clear’s IMS Summary and the GSTN portal
* The same information has also been included in the respective document view filters
* The new section lists all documents that were removed or deleted on the GSTN portal, making the reconciliation more transparent.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FsY00mHHVZkQmXKG8M7iZ%2FScreenshot%202025-10-30%20at%202.29.39%E2%80%AFPM%20(1).png?alt=media&amp;token=da72e218-44cf-43db-af8e-ad44fa5f1b4c" alt=""><figcaption></figcaption></figure>

2. **Range Filter Enhancement**

The **Range Filter UX** has been redesigned to handle a wider range of numeric values across document value, tax value, and value differences. Instead of using the previous slider-based filter, users can now **input precise range conditions manually**, allowing for more control and accuracy

* This updated range filter also supports **negative values**, which was not possible earlier
* **Note:** All features built using the new **Data Browser** framework will now come with this updated range filter (Eg: IMS vs PR Recon, IMS Console). Other features are also under migration to this new framework.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FnKZoAV98kXiREhCPvbfl%2FScreenshot%202025-11-04%20at%201.09.11%E2%80%AFAM%20(1).png?alt=media&amp;token=9cb9a5bf-6d1e-45b9-bb22-9f32d16ac394" alt=""><figcaption></figcaption></figure>

3. **Changes in ITC Action Ingestion via Excel (2B vs PR Recon)**

The Excel template for **2B vs PR Reconciliation** has been updated to improve user guidance and minimise ingestion errors

* The downloaded Excel file now includes an **instruction sheet** with detailed information on how to fill in ITC action inputs
* Additionally, the few **column headers have been renamed** to be more self-explanatory and aligned with the system inputs
* Each header now lists **allowed inputs and conditions**, reducing guesswork for users during upload

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F6MNIBwwbmAn00kKUNAbL%2FScreenshot%202025-11-04%20at%201.13.44%E2%80%AFAM%20(1).png?alt=media&amp;token=e3889287-6e98-4798-ad77-a045b00ee5e5" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FU6OK7zrZQ3AXN2gqXQCk%2FScreenshot%202025-11-04%20at%201.13.31%E2%80%AFAM%20(1).png?alt=media&amp;token=a23f2d2a-886b-4187-8b5c-d8db6b113a15" alt=""><figcaption></figcaption></figure>

#### TDS

**TDS filing enhancements**

1. **Auto population of PRN of last quarter:** We now auto-populate the PRN / RRR / Token number when:\
   \- The return has been filed through our product, or\
   \- The user has ingested the conso file for the previous quarter.\
   Additionally, we have provided a reference document that explains where to find the PRN / RRR / Token number and how to enter it correctly.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FzGtj7DnIMGkYKKzE9WXz%2Fimage%20(85).png?alt=media&amp;token=25e2ee31-c23f-425f-9ff6-d93cb9bb1487" alt=""><figcaption></figcaption></figure>

2. **Subtotals for challan tagging:** We have introduced subtotals in the challan tagging and untagging page. Users can now filter by PAN, Section, Date, Amount, etc., and tag challans based on the subtotal for the selected filters.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F4gTBly2DpjzZR2NMeULH%2Fimage%20(86).png?alt=media&amp;token=a7061caf-e832-40ae-89cd-56878e4ecc15" alt=""><figcaption></figcaption></figure>

#### E-Invoicing

**Bug Fix - Invoice Line Item Order Correction:** Addressed an issue where the sequence of line items on a generated e-invoice did not match the order in the original ingestion file. The line item order is now correctly preserved, ensuring data consistency against the source document.

### GCC

**Enhancements:**

1. **Postal Code Relaxation for International Buyers:** Relaxed postal code validation rules for invoices issued to buyers outside KSA. Such invoices will no longer be rejected or flagged for missing or invalid postal codes.<br>
2. **Gracefully handling ZATCA's duplicate response post downtime:** Our system correctly updates the status of documents rejected as duplicate by ZATCA immediately after downtime as "successful". ZATCA would have accepted the document during downtime while giving "Pending" as response and later rejected the document as duplicate when retried. This change helps users to store the right status in their ERP and prevents unnecessary retries.

**Bug Fixes:**

1. **Export Invoice Record Fix:** Corrected the fetching logic for export invoices when the ‘Export Invoice’ filter is applied, ensuring accurate data retrieval and reporting for the users.

### Malaysia

1. **Enhanced TIN Validation**

In alignment with the LHDN SDK update of August 1, 2025, the application's TIN validation process has been upgraded. The "Search Taxpayer’s TIN" function now utilizes the new optional entity type filter, allowing the system to specify whether the search is for an 'individual' or 'non-individual'. This enhancement provides more precise validation, significantly improving the accuracy of TIN verification and reducing e-invoice rejections caused by incorrect taxpayer identification.

2. **Dedicated LHDN API Credentials**

To enhance platform stability and eliminate LHDN rate-limit failures, a new **"API Credentials"** section is now available under "Global settings." This update allows for the configuration of dedicated LHDN Client IDs and Client Secrets. When active, the system automatically uses these credentials for e-invoice submissions, providing a dedicated LHDN transaction quota. This change isolates high-volume submissions, prevents system-wide service disruptions from shared rate limits, and ensures higher processing reliability.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FECvXYPnOU7EiGk34KAC1%2FScreenshot%202025-10-31%20at%207.24.49%E2%80%AFPM%20(1).png?alt=media&amp;token=aab9b0f1-db16-4e03-be49-fc602a236973" alt=""><figcaption></figcaption></figure>

3. **Streamlined Auto-Fetch Configuration**

As part of the credential management update, the **"Auto-Fetch Purchase Invoices"** feature has been streamlined. The separate configuration for auto-fetch (including Client ID and Secret fields) has been removed. This feature is now directly linked to the new "API Credentials" section. To enable auto-fetch for a TIN, the corresponding LHDN credentials must first be added and activated on the "API Credentials" page. This centralizes credential management and ensures a valid connection is present for fetching invoices.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fo4ocn1P41qjLW9xxscuA%2FScreenshot%202025-10-31%20at%207.33.36%E2%80%AFPM%20(1).png?alt=media&amp;token=10cb03fd-869f-4ddd-804a-8fdb183dacee" alt=""><figcaption></figcaption></figure>

4. **B2C Invoice Correction Workflow**

To streamline the handling of correctable errors by customers on the B2C portal, the cancellation logic has been enhanced. The "Cancel e-invoices?" modal for businesses now includes a **"Allow Customer to regenerate invoice..."** option. When this option is selected, the invoice status is set to "Not Generated," immediately allowing the end-customer to resubmit a new, corrected invoice. If the option is not selected, the invoice is "Cancelled" as per the previous behaviour. This prevents the need for businesses to manually cancel and create an entirely new re-submission just to correct a customer's data entry error.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FVQVntw8ZkOEpIZVQnJuc%2Fimage%20(87).png?alt=media&amp;token=790675bb-4821-4968-a7f8-a8bea750b3de" alt=""><figcaption></figcaption></figure>

5. **Cancellation Reason in Reports**

To improve auditability and tracking, the system has been updated to include the captured cancellation reason in downloadable reports. A new **"Cancellation Reason"** column has been added to e-invoice reports. This enhancement provides access to why an invoice was cancelled, closing a previous information gap and allowing for better record-keeping without needing to search for the original request.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FTGNPLsnzOgepDLhB2sg0%2Fimage%20(88).png?alt=media&amp;token=b8d4ab6e-08cb-4b33-87c5-0f9738ad2b71" alt=""><figcaption></figcaption></figure>

**6. Line Item Multi-Tax Support**\
To align with LHDN regulations that permit multiple taxes on a single item (e.g., sales tax and tourism tax), the platform now fully supports multi-tax line items. This enhancement is reflected across the product:

* **Invoice Details UI:** Now displays multiple tax entries grouped under a single line item.
* **Detailed CSV Report:** A new "Line item Id" field has been added to group multiple tax rows belonging to the same item.

This update ensures that complex invoices are processed and represented accurately, maintaining full compliance with LHDN's data structure.

\
**Bug Fixes**\
**1. Line Item Order Preservation**

An update has been applied to the ingestion logic to correct an issue where the sequence of line items was not always preserved from the source file. The system now ensures that all invoice line items are processed and displayed in the exact order provided in the original ingestion file (e.G., Excel or API payload). This fix guarantees that final e-invoices and printouts align perfectly with the source data, simplifying validation and reconciliation.

## Oct 2025  | IMS isn’t just live anymore. It’s truly usable now!

This month’s upgrades focus on improving accuracy, automation, and usability across GST, TDS, and  E-Invoicing. Updates include smarter IMS filters, automated EWB prefetching, enhanced TDS Workbench, support for new GST rates, refined E-Invoicing validations, B2G/continuous supply support in GCC, and streamlined Malaysian e-invoicing with currency and reconciliation enhancements.

#### Key Highlights of This Release

1. Smarter IMS capabilities, with a new ‘Documents Relevant for Filing’ filter, detailed report enhancements, and improved IMS action upload logic that reduces errors and eliminates manual retries. *GST*
2. E-invoice status tracking, G6 pre-upload validation, negative liability monitoring, and automated EWB prefetching for streamline compliance. *GST*
3. GL Configuration file now includes 22 GL Types, suggested recon mappings, and an in-file user guide. *GL Stream*
4. Automatic FVU utility validation, improved Form 24Q templates highlighting required fields, support for password-protected Form 16/16A/27D files, and an upgraded TDS Workbench for better data accuracy and control. *TDS*
5. New GST rates support, refined EWB and EXPWOP/SEZWOP validations, and key bug fixes for quantity precision and DSC reason fields. *E-Invoicing*
6. New transaction types for B2G and continuous supplies, mandatory contract ID for B2G invoices, and auto-calculation of tax in accounting currency to reduce errors. *GCC*
7. Mandatory currency exchange rates, buyer email automation, a 2-month self-billed invoice window, and direct e-invoice generation/cancellation from reconciliation.&#x20;

### India

#### Clear Compliance Cloud

#### GST

**1. IMS vs PR  Enhancements**\
**a. Filter - Documents Relevant for Filing:** &#x20;

* Added a new **“Documents Relevant for Filing”** filter in IMS vs PR. The same column has also been included in the data table and downloaded Excel report for easy reference.
* Allows users to focus only on documents relevant for the current filing period.
* Reduces manual effort and confusion caused by outdated records.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FkTgKWBcQhsgZ1n425PMS%2FScreenshot%202025-10-07%20at%209.31.16%E2%80%AFAM%20(2).png?alt=media&amp;token=a2421a4d-9e0d-4ae9-a227-82279ab5c2d4" alt=""><figcaption></figcaption></figure>

**b. Report Enhancements:**

* **Match Status Description, Vendor PAN** columns are added in the Excel Download
* Fixed the issue where the **“Match At”** column was sometimes blank.
* These updates give users all required details directly in the report, helping them complete reconciliation without depending on other data sources.

**2. IMS Action Upload Enhancement**\
We’ve **enhanced the IMS Actions Upload logic** on the backend side. This will reduce the number of errors faced by users during IMS action upload process:

* The system automatically handles retries when uploads fail due to external factors.
* Users only need to trigger the upload once; the system ensures delivery in the background.
* Eliminates repetitive manual efforts and reduces process bottlenecks.

**3. E-Invoicing Report**

You can now view all **outward e-invoices generated on the Government portal** directly from the E-Invoicing Report.

* The report includes a **status column** to indicate whether the e-invoice has been populated in the Draft G1.
* **Failed** status means it’s not yet populated and needs to be added while preparing G1.
* Apply multiple filters and **download the report in Excel** for easy reference and analysis.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fo64dK14MKqyywXNj9gtw%2Fimage%20(69).png?alt=media&amp;token=189f2482-ef41-4e2f-945a-f3102491812b" alt=""><figcaption></figcaption></figure>

**4. G6 Pre-Upload Validation**

No more unexpected upload errors!\
Before uploading documents to the GSTN portal, our new **pre-upload validation** checks for possible errors upfront.

* Fix issues before upload to ensure **smooth, error-free submission.**
* Upload only **accurate and validated data** to GSTN, saving time and effort.<br>

**5. Negative Liability Ledger Report**

Easily track and understand your **Negative Liability Ledger balance** and its adjustments.

* View all transactions and how much has been adjusted at **PAN or GSTIN level.**
* **Download in Excel** for audit or future reference.
* Note: Negative liability is auto-adjusted by GSTN in subsequent tax periods and is available **for viewing only.**

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FtD8K4mVoI2iQunidVbJI%2Fimage%20(70).png?alt=media&amp;token=f670f376-9498-48fa-b51f-4226b5ba095b" alt=""><figcaption></figcaption></figure>

**6. Enhanced Support Bot**\
We’ve upgraded the Support Bot to make it **more intuitive, helpful, and widely available!**

* Now available across **GST, TDS, and E-Invoicing** products.
* **Collapsed past chats** for a cleaner experience—expand anytime if needed.
* **Accessible inside modals,** no need to close your screen.
* **Screenshot-based context** helps the bot give more accurate responses.
* Encourages users to try the bot before raising a ticket for **faster resolution.**
* Even if a ticket is raised via email, the first response will come from the bot when confidence is high.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FZaRGY2xhsdJK1klXBATj%2Fimage%20(71).png?alt=media&amp;token=252fa485-b96e-4b9f-9f9b-7e83c2d15db0" alt=""><figcaption></figcaption></figure>

**7. GSTR-8 Form – Rejected Documents Enhancements**\
We’ve improved how rejected documents are managed:

* Removed the **“Copy to Uploaded by Ecom”** option.
* Added **Edit action** in the “Rejected by Supplier” tab (no add/delete rows allowed).
* Added a **warning modal** when downloading data from GSTN for better control and awareness.

**8. EWB Reconciliation (E-Way Bill)**\
For active customers, **EWB prefetching** is now enabled!

* No more manual downloads or missed timelines.
* EWB data will be **automatically downloaded** in the background for your convenience.

**9. Synonym Implementation for Ingest ITC Actions via Excel**

The Excel ingestion system has been upgraded with a **comprehensive synonym dictionary and typo handling logic.**

* The system now **recognizes multiple variations** of common ITC action values.
* Minor spelling mistakes or alternative terms are **auto-corrected** or mapped to the right ITC action.
* Users experience a smoother ingestion flow with fewer interruptions.

**10. Govt Data Pre-downloads**\
We will pre download the GSTR-1 and GSTR-2B data automatically for API active GSTINs. This  aims to reduce download delays or failures during the peak filing due dates and improves process efficiency.\
This will be rolled out in a phased manner.

**When few of the data are pre-downloaded**

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fp0gzoxRhcHTABVm9vA2K%2Fimage%20(72).png?alt=media&amp;token=6f84d779-4682-4d85-8512-4625a8c2d2b0" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FeT914qYLF8nmSLnj5ohu%2Fimage%20(73).png?alt=media&amp;token=dd2ff02b-57c7-4a02-b6e6-f810a89be3bc" alt=""><figcaption></figcaption></figure>

**When all the data are pre-downloaded**

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FhCwtAN08gBjYQnEFJseV%2Fimage%20(74).png?alt=media&amp;token=6729ed84-0517-465d-a07c-fa99d5f95654" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FyN0u2LuQYD7YVn0WFAQ5%2Fimage%20(75).png?alt=media&amp;token=d23adfac-f438-4d35-bfd4-56fea96dbefb" alt=""><figcaption></figcaption></figure>

#### GL Stream

**GL Recon enhancements**

1. We’ve made the GL Configuration process simpler and more intuitive!

* Added a **new user guide sheet** in the downloaded GL Configuration file. The guide explains how to use **GL Type** and **Applicable Recon** fields.
* The file now includes **22 key GL Types** with clear descriptions and suggested recon mappings. We’ve **streamlined the GL Type list**—reduced from \~120 to 22 values based on customer feedback for easier setup and maintenance.
* Helps users achieve more consistent and accurate GL Recon results.
* Documentation is available directly within the Excel file—no need to refer to separate docs.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FVwKjGBRW7F4Cu4PRZQjK%2Fimage%20(76).png?alt=media&amp;token=c3920a4f-f678-4bab-a500-4ecd4d4ca909" alt=""><figcaption></figcaption></figure>

#### TDS

**TDS filing enhancements**

1. **FVU Utility Validation Added:** Previously, if a user generated an FVU and the government subsequently updated the utility, the old FVU would be rejected.  We now perform an extra check and throw an error, prompting you to **generate a fresh file** using the latest utility, which prevents inevitable rejections and ensures compliant submissions. (Forms 26Q, 24Q, 27Q, 27EQ).
2. We've improved the Form 24Q templates to make it easier for you to fill them out correctly. The template now clearly highlights which fields are mandatory, conditional mandatory, and optional, helping you quickly identify required information. This reduces errors and saves you time during the filing process. You'll now see the following indicators:

* **Mandatory Fields:** Must be filled for a successful submission.
* **Conditional Mandatory Fields:** Required only when a specific condition is met (e.g., if you select a particular option in another field).
* **Optional Fields:** Can be left blank as they are not required for a valid submission.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FoqQ7CVMFbD6sLKfKrZ7m%2Fimage%20(77).png?alt=media&amp;token=3de5a7f9-3749-424f-8789-8224531e2104" alt=""><figcaption></figcaption></figure>

3\. Previously, users could only upload non-password-protected Form 16/16A/27D files for bulk form generation. Our system is now enhanced to automatically handle password-protected files.\
**TDS workbench usability enhancements**

1. Doc count and TDS amount summary in the top card filters will show updated values based on the filters applied on the documents. This will ease Enterprises to filter by date and compare with books for the monthly compliances. &#x20;
2. 3 new additional fields (Voucher Created Date, Voucher Modified Date, Voucher Created By) are supported as standard fields for TDS payables. This allows Enterprise Tax teams to identify the user responsible for creation of the accounting entry.
3. When document gets pushed again from ERP to Clear TDS for any reason such , the document status was getting reset automatically resulting in confusion. Eg: Documents that were “pushed to forms” got reset to “ready to file” status.  This issue occurrence will get reduced now. Documents status doesn’t change when entries get re-pushed from ERP unless there are modifications to the core fields required for Filing
4. In Recommended Net-off report, TDS Rate is also matched  when recommending invoices and credit notes/reversal documents for Net-off. This improves the quality of recommendations and prevents any data errors due to incorrect net-offs. &#x20;
5. Users will be able to expand and collapse the column headers. This eases to view & select longer text such as Deductee Names, Transaction IDs, Section names, Error messages etc
6. Deductions report excel file gets generated with unique date & time stamp. This eases users to open multiple Excel files at the same time.

#### E-Invoicing

1. **GST Rate Update**

To align with recent government announcements introducing a revised GST structure, including a new 40% de-merit rate and other rate adjustments for various goods and services. Our platform has been updated ahead of the **September 22, 2025,** effective date to ensure you can continue to generate compliant e-invoices without interruption.

* Platform & API Updates:
  * Our core tax engine and APIs for e-invoicing and tax calculation have been updated to support the new 40% tax rate and all other revised rates.
* Template & Data Entry Changes:
  * All standard Excel templates used by customers have been updated to support the new rates.
  * In the e-invoice ingestion template, the new 40% rate has been included in the 'Tax Rate' dropdown menu.
* HSN Master & Lookup Tools:
  * Our HSN database has been updated with the new HSN/SAC codes and their corresponding revised rates.

\
**2. EXPWOP/SEZWOP Validation Update**\
The validation logic for EXPWOP and SEZWOP transactions in Credit/Debit Notes has been modified. If the IGST amount is 0 or blank, the system will now correctly validate that the total item value equals the taxable value. Furthermore, the automatic calculation of CGST and SGST for these specific transactions has been disabled, matching the behaviour for invoices.

**3. Updated License Renewal Contact**\
Previously, the error message for an expired license directed customers to a general support email address. The error message displayed for an expired license on both the Product UI and the ERP has been updated. The new message, "Valid license is not present to perform this operation. Please contact <clear-license-renewal@clear.in> to get a valid license," now directs you to the correct email address for license renewal. The old message is no longer in use in any license expiry scenarios.\
\
**4. EWB Mode of Transportation for Gold**

When an E-Way Bill (EWB) was generated for a shipment containing Gold, the "Mode of Transportation" field was being left empty. The system logic has been updated to address this specific scenario. In accordance with business requirements, for all E-Way Bills generated for Gold shipments, the "Mode of Transportation" field will now be automatically defaulted to "Road".

**5. State-Based EWB Validation**

The validation logic for e-way bill transaction types in non-IRN based flows has been refactored to exclusively use State Code comparisons between the "Bill From," "Dispatch From," "Bill To," and "Ship To" locations to determine the valid transaction types. For instance:

* If all four parties are in the same state, all transaction types (Regular, Bill To Ship To, etc.) are allowed.
* If the "Bill To" and "Ship To" State Codes are different, the system will now correctly permit only the "Bill To Ship To" and "Combination of both" transaction types, as per the government's rules.

**E-Invoicing Bug Fixes**

1. **Full Decimal Precision for EWB Quantity**

The 'quantity' field for E-Way Bills (EWBs) was being incorrectly truncated to two decimal places in both the product display and the final printed document. This created a data inconsistency, as the official data sent to the government portal contained the full decimal precision entered by the user, and the printed document should reflect this official data.

Update: The application has been updated to keep and display the full precision of the quantity field as entered by the user. The data payload sent to the print service will now contain the original quantity with its full decimal precision, and the final EWB print view will display the quantity with its full decimal precision accordingly.

2. **EWB Dashboard Header Fix**

The headers in the "Overview" section of the E-way Bill (EWB) MIS dashboard were incorrect. The headers in the "Overview" section of the dashboard have been corrected. They now accurately reflect EWB-specific statuses: ‘E-way bills Generated’, ‘E-way bills not Generated’, ‘E-way bills Cancelled’, and ‘E-way bills Failed’.

3. **Accurate DSC Reason Field**

When generating a Credit Note or Debit Note, the "Reason" field for the digital signature was being incorrectly displayed with a default value of "invoice". The logic has been updated to pass the specific document type as the reason for the digital signature. The "Reason" displayed in the PDF will now be as follows: "Invoice" for an Invoice (INV), "Credit Note" for a Credit Note (CRN), and "Debit Note" for a Debit Note (DBN).

#### GCC

\[Enhancements]\
**New transaction types to identify B2G and continuous supplies**

* ZATCA has introduced new transaction types to identify B2G and continuous supplies in the new SDK version 3.4.3
* “Invoice Type Code” is updated to accept 9 digits from 7 digits, with 8th digit as “1” corresponding to “Continuous supply” invoice and 9th digit as “1” signifying a B2G invoice.
* Users generating via excel manually have to set the corresponding fields to identify the type of invoice
* This update is to help taxpayers and ZATCA distinguish between these supplies easily which could eventually help in VAT filing and input tax credit claims

**Additional information of the government contract required in B2G invoices**

* Contract ID is mandatorily required in B2G invoices as part of the SDK update 3.4.3 with omission resulting in an error
* Contract ID helps ZATCA reference government contracts easily and process further

**Tax amount in accounting currency auto-calculated to ease invoice generation**

* If the document currency and accounting currency in an invoice are same then the tax amount is auto-calculated if it is kept blank by the user
* This reduces the invoice failures due to missing information and eases user effort

\[Bug Fixes]\
**Buyer postal code correctly passed for export invoices to improve success rate**

* Buyer postal code has been updated to always be blank for export invoices even if the user sends the buyer postal code tag in the json or xml
* Warnings from ZATCA due to incorrect value in this field will not occur going forward

**Correct validation of buyer registration details on standard tax invoices**

* Standard tax invoices are now expected to contain either of the buyer VAT or buyer other ID, since one of them is mandatory to generate a QR code as per ZATCA
* This eliminates the possibility of errors/warnings and any future questions during audits

### Malaysia

**1.  Mandatory Currency Exchange Rate**\
To ensure your business remains compliant with the latest LHDN SDK update (effective September 1, 2025), the system's validation logic has been enhanced to automatically align with the new rules during ingestion:

* For **non-MYR invoices**, a valid Currency Exchange Rate (greater than 0) is now mandatory.
* For **MYR invoices**, the exchange rate will be correctly defaulted to 0.00.
* All **tax-related amounts** are now strictly validated to ensure they are specified in MYR only.

This update guarantees that your e-invoices meet all new LHDN requirements, preventing submission failures and ensuring a seamless compliance process.\
**2. Exchange Rate for Consolidated Invoices**\
As per the LHDN mandate, effective September 1, 2025, which requires a Currency Exchange Rate for all non-MYR e-invoices, the consolidation documents are also affected. For consolidated documents of pre-mandate invoices, a derived exchange rate is now automatically calculated using the total total in MYR & the foreign currency . This calculated value is then included in the final submission payload to meet the LHDN requirement of exchange rate in the consolidated invoice too.\
\
**3. "Buyer Email" Field in B2C portal**\
To automate the process of sending e-invoices to end customers and ensure they are delivered to the most current email address, A new "Buyer email" field has been added to the Buyer details page on the B2C portal. When an e-invoice is generated, it is automatically sent to the email address entered in this field, which will overwrite any pre-existing email on file for that transaction.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FgoluOCb7nFEkXqRyQwbf%2Fimage%20(78).png?alt=media&amp;token=9a519a2b-73ad-40e4-b7ff-a24c8fa86ff1" alt=""><figcaption></figcaption></figure>

4. **Contextual Help Update** \
   To improve usability, informational tooltips providing contextual help have been added to the Customer Portal and will appear on hover.
5. **2-Month Window for Self-Billed E-invoices** \
   To align with LHDN E-invoice Specific Guidelines, which state that for imported goods, a Malaysian Purchaser must issue a self-billed e-invoice by the end of the second month following the month customs clearance is obtained. The portal now allows the generation of self-billed e-invoices for a period of up to two months. For example, an invoice created on March 2nd can be successfully generated until May 31st.
6. **Download Access for View-Only Users:** The ability to download reports and data has now been extended to users assigned the "View Only User" access role to enhance their workflow capabilities.
7. **State Code List Update:**&#x54;o align with the latest master data from LHDN, which has officially removed the state code "00”, The state code "00" option has been removed from the list of available options in the state code dropdown menu on the B2C portal. Users will no longer see this as a selectable option.

**Reconciliation Related Updates**

1. **New "Actions" Menu for Reconciliation** \
   To streamline the process of managing documents during reconciliation, A new "Actions" menu has been added to the document view within the Malaysian Sales Reconciliation screen. From this single menu, you can now perform key tasks such as "Generate E-invoice," "Cancel E-invoice," "Download," and "Sort" on your selected documents.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FTILGQy5qiFW4eomT71uD%2Fimage%20(79).png?alt=media&amp;token=1867c5cb-0fd7-4bf7-8bff-f64836bf7c90" alt=""><figcaption></figcaption></figure>

**2. Direct E-invoice Generation from Recon**

During reconciliation, documents that were uploaded to the platform but not yet sent to LHDN, in the “Not Generated” status, would appear as “Missing in E-invoice”. For documents with a “Missing in E-invoice” status, a new **"Generate E-invoice"** option is now available under the **"Actions"** menu.

1. After a user selects the document and clicks the option, the e-invoice generation call is triggered and sent to LHDN.
2. The invoice’s status is then updated on the “Sales document” screen.
3. In the case of an error, a notification message is shown on the screen.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FEVibLPWlGxT0H82IfTIL%2Fimage%20(80).png?alt=media&amp;token=d999de62-5e6d-453f-9239-f029dfc9c961" alt=""><figcaption></figcaption></figure>

**3. Direct E-invoice Cancellation from Recon**\
To correct reconciliation errors, such as e-invoices that were wrongly generated and appear as "Missing in SR”, The cancellation process is now integrated directly into the reconciliation workflow:

1. From the reconciliation results, select the document that has been wrongly generated (identified as "Missing in SR").
2. Navigate to the **"Actions"** menu and click the new **"Cancel E-invoice"** option.
3. A cancellation request is sent to LHDN if it is less than 72 hours old. If the e-invoice is older than 72 hours, an error message will be displayed stating that it cannot be canceled.
4. Upon successful cancellation, the status of the invoice will be updated on the main "Sales document" screen.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FjQ4ABLMNz2yAWTp6v9uh%2Fimage%20(81).png?alt=media&amp;token=757a8fc9-3538-4ed0-a096-065289c39474" alt=""><figcaption></figcaption></figure>

4. **New "Remarks" Field for Reconciliation** \
   To provide a dedicated space for users to add overall notes, conclusions, or action items to a reconciliation run. A new editable "Remarks" field has been added to the reconciliation summary screen. Notes can be entered into this field, saved, and edited at any time for future reference.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FXlXIE42ApUzTpMLFyHyU%2Fimage%20(82).png?alt=media&amp;token=89a505c5-d758-4868-8448-298272fae0e9" alt=""><figcaption></figcaption></figure>

**Bug Fixes**

1. **Branch Level Report Fix** \
   An issue was identified where the error report generation process was incorrectly skipping branch nodes when fetching data for processing. The logic for fetching enabled node IDs has been updated to correctly include and handle branch node IDs when processing error reports

## Oct 2025  | IMS isn’t just live anymore. It’s truly usable now!

This month’s upgrades focus on improving accuracy, automation, and usability across GST, TDS, and  E-Invoicing. Updates include smarter IMS filters, automated EWB prefetching, enhanced TDS Workbench, support for new GST rates, refined E-Invoicing validations, B2G/continuous supply support in GCC, and streamlined Malaysian e-invoicing with currency and reconciliation enhancements.

#### Key Highlights of This Release

1. Smarter IMS capabilities, with a new ‘Documents Relevant for Filing’ filter, detailed report enhancements, and improved IMS action upload logic that reduces errors and eliminates manual retries. *GST*
2. E-invoice status tracking, G6 pre-upload validation, negative liability monitoring, and automated EWB prefetching for streamline compliance. *GST*
3. GL Configuration file now includes 22 GL Types, suggested recon mappings, and an in-file user guide. *GL Stream*
4. Automatic FVU utility validation, improved Form 24Q templates highlighting required fields, support for password-protected Form 16/16A/27D files, and an upgraded TDS Workbench for better data accuracy and control. *TDS*
5. New GST rates support, refined EWB and EXPWOP/SEZWOP validations, and key bug fixes for quantity precision and DSC reason fields. *E-Invoicing*
6. New transaction types for B2G and continuous supplies, mandatory contract ID for B2G invoices, and auto-calculation of tax in accounting currency to reduce errors. *GCC*
7. Mandatory currency exchange rates, buyer email automation, a 2-month self-billed invoice window, and direct e-invoice generation/cancellation from reconciliation. *MALAYSIA*

### India

### Clear Compliance Cloud

#### GST

**1. IMS vs PR  Enhancements**

**a. Filter - Documents Relevant for Filing:** &#x20;

* Added a new **“Documents Relevant for Filing”** filter in IMS vs PR. The same column has also been included in the data table and downloaded Excel report for easy reference.
* Allows users to focus only on documents relevant for the current filing period.
* Reduces manual effort and confusion caused by outdated records.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FgKZ8FPKdWm7ftwZrPkkF%2FScreenshot%202025-10-07%20at%209.31.16%E2%80%AFAM%20(1).png?alt=media&amp;token=72bec20a-2da2-48a6-a616-39d7155fa027" alt=""><figcaption></figcaption></figure>

**b. Report Enhancements:**

* **Match Status Description, Vendor PAN** columns are added in the Excel Download
* Fixed the issue where the **“Match At”** column was sometimes blank.
* These updates give users all required details directly in the report, helping them complete reconciliation without depending on other data sources.

**2. IMS Action Upload Enhancement**\
We’ve **enhanced the IMS Actions Upload logic** on the backend side. This will reduce the number of errors faced by users during IMS action upload process:

* The system automatically handles retries when uploads fail due to external factors.
* Users only need to trigger the upload once; the system ensures delivery in the background.
* Eliminates repetitive manual efforts and reduces process bottlenecks.

**3. E-Invoicing Report**\
You can now view all **outward e-invoices generated on the Government portal** directly from the E-Invoicing Report.

* The report includes a **status column** to indicate whether the e-invoice has been populated in the Draft G1.
* **Failed** status means it’s not yet populated and needs to be added while preparing G1.
* Apply multiple filters and **download the report in Excel** for easy reference and analysis.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FuN0sDSF04yGzFIM8EJOy%2Fimage%20(53).png?alt=media&amp;token=611786f9-c488-4c71-947e-c6fe30610045" alt=""><figcaption></figcaption></figure>

**4. G6 Pre-Upload Validation**\
No more unexpected upload errors!\
Before uploading documents to the GSTN portal, our new **pre-upload validation** checks for possible errors upfront.

* Fix issues before upload to ensure **smooth, error-free submission**.
* Upload only **accurate and validated data** to GSTN, saving time and effort.<br>

**5. Negative Liability Ledger Report**\
Easily track and understand your **Negative Liability Ledger balance** and its adjustments.

* View all transactions and how much has been adjusted at **PAN or GSTIN level.**
* **Download in Excel** for audit or future reference.
* Note: Negative liability is auto-adjusted by GSTN in subsequent tax periods and is available **for viewing only.**

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Febdm8tjihZ4297WvQJ8e%2Fimage%20(54).png?alt=media&amp;token=48db3429-5282-4471-ae59-6588e5452840" alt=""><figcaption></figcaption></figure>

**6. Enhanced Support Bot**\
We’ve upgraded the Support Bot to make it **more intuitive, helpful, and widely available!**

* Now available across **GST, TDS, and E-Invoicing** products.
* **Collapsed past chats** for a cleaner experience—expand anytime if needed.
* **Accessible inside modals**, no need to close your screen.
* **Screenshot-based context** helps the bot give more accurate responses.
* Encourages users to try the bot before raising a ticket for **faster resolution.**
* Even if a ticket is raised via email, the first response will come from the bot when confidence is high.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FcioWiv6bmME4FWvXSbFS%2Fimage%20(55).png?alt=media&amp;token=fdc94159-4f51-4b23-b1ca-2745f3f1e6d3" alt=""><figcaption></figcaption></figure>

**7. GSTR-8 Form – Rejected Documents Enhancements**\
We’ve improved how rejected documents are managed:

* Removed the **“Copy to Uploaded by Ecom”** option.
* Added **Edit action** in the “Rejected by Supplier” tab (no add/delete rows allowed).
* Added a **warning modal** when downloading data from GSTN for better control and awareness.

**8. EWB Reconciliation (E-Way Bill)**\
For active customers, **EWB prefetching** is now enabled!

* No more manual downloads or missed timelines.
* EWB data will be **automatically downloaded** in the background for your convenience.

**9. Synonym Implementation for Ingest ITC Actions via Excel**\
The Excel ingestion system has been upgraded with a **comprehensive synonym dictionary and typo handling logic.**

* The system now **recognizes multiple variations** of common ITC action values.
* Minor spelling mistakes or alternative terms are **auto-corrected or mapped** to the right ITC action.
* Users experience a smoother ingestion flow with fewer interruptions.

**10. Govt Data Pre-downloads**\
We will pre download the GSTR-1 and GSTR-2B data automatically for API active GSTINs. This  aims to reduce download delays or failures during the peak filing due dates and improves process efficiency.This will be rolled out in a phased manner.

**When few of the data are pre-downloaded**

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F9ExluQxvhs4cauUOj8zy%2Fimage%20(56).png?alt=media&amp;token=b5f0a391-148b-4298-b8f2-b26998f94128" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fkb5liADCnwovFHGHTINb%2Fimage%20(57).png?alt=media&amp;token=672441cc-88cc-4b9e-8f50-40debe3b9403" alt=""><figcaption></figcaption></figure>

**When all the data are pre-downloaded**

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FrGNbHuUyUj9Vg0SKfppQ%2Fimage%20(58).png?alt=media&amp;token=975d55c5-018e-469f-b5dd-f4745caa13a2" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FNAX64Rq1sN5JCrs49G4M%2Fimage%20(59).png?alt=media&amp;token=13e7bf18-8fca-4368-9c2a-05a965e884d5" alt=""><figcaption></figcaption></figure>

#### GL Stream

**GL Recon enhancements**

1. We’ve made the GL Configuration process simpler and more intuitive!

* Added a **new user guide sheet** in the downloaded GL Configuration file. The guide explains how to use **GL Type** and **Applicable Recon** fields.
* The file now includes **22 key GL Types** with clear descriptions and suggested recon mappings. We’ve **streamlined the GL Type list**—reduced from \~120 to 22 values based on customer feedback for easier setup and maintenance.
* Helps users achieve more consistent and accurate GL Recon results.
* Documentation is available directly within the Excel file—no need to refer to separate docs.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fel3BpQyLoRGfseV7gzeG%2Fimage%20(60).png?alt=media&amp;token=dc3b030d-7bdf-4afa-9887-60f409c1efaf" alt=""><figcaption></figcaption></figure>

#### TDS

TDS filing enhancements

1. **FVU Utility Validation Added:** Previously, if a user generated an FVU and the government subsequently updated the utility, the old FVU would be rejected.  We now perform an extra check and throw an error, prompting you to **generate a fresh file** using the latest utility, which prevents inevitable rejections and ensures compliant submissions. (Forms 26Q, 24Q, 27Q, 27EQ).
2. We've improved the Form 24Q templates to make it easier for you to fill them out correctly. The template now clearly highlights which fields are mandatory, conditional mandatory, and optional, helping you quickly identify required information. This reduces errors and saves you time during the filing process. You'll now see the following indicators:

* **Mandatory Fields:** Must be filled for a successful submission.
* **Conditional Mandatory Fields:** Required only when a specific condition is met (e.g., if you select a particular option in another field).
* **Optional Fields:** Can be left blank as they are not required for a valid submission.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F4kVhuDjl8vGDafJGfMxG%2Fimage%20(61).png?alt=media&amp;token=1a6ceb94-c31e-4f75-873a-0b808e3b5dd2" alt=""><figcaption></figcaption></figure>

3. Previously, users could only upload non-password-protected Form 16/16A/27D files for bulk form generation. Our system is now enhanced to automatically handle password-protected files.

**TDS workbench usability enhancements**

1. Doc count and TDS amount summary in the top card filters will show updated values based on the filters applied on the documents. This will ease Enterprises to filter by date and compare with books for the monthly compliances. &#x20;
2. 3 new additional fields (Voucher Created Date, Voucher Modified Date, Voucher Created By) are supported as standard fields for TDS payables. This allows Enterprise Tax teams to identify the user responsible for creation of the accounting entry.
3. When document gets pushed again from ERP to Clear TDS for any reason such , the document status was getting reset automatically resulting in confusion. Eg: Documents that were “pushed to forms” got reset to “ready to file” status.  This issue occurrence will get reduced now. Documents status doesn’t change when entries get re-pushed from ERP unless there are modifications to the core fields required for Filing
4. In Recommended Net-off report, TDS Rate is also matched  when recommending invoices and credit notes/reversal documents for Net-off. This improves the quality of recommendations and prevents any data errors due to incorrect net-offs. &#x20;
5. Users will be able to expand and collapse the column headers. This eases to view & select longer text such as Deductee Names, Transaction IDs, Section names, Error messages etc
6. Deductions report excel file gets generated with unique date & time stamp. This eases users to open multiple Excel files at the same time.

#### E-Invoicing

1. **GST Rate Update**

To align with recent government announcements introducing a revised GST structure, including a new 40% de-merit rate and other rate adjustments for various goods and services. Our platform has been updated ahead of the **September 22, 2025**, effective date to ensure you can continue to generate compliant e-invoices without interruption.\
**Platform & API Updates:**

* Our core tax engine and APIs for e-invoicing and tax calculation have been updated to support the new 40% tax rate and all other revised rates.

**Template & Data Entry Changes:**

* All standard Excel templates used by customers have been updated to support the new rates.
* In the e-invoice ingestion template, the new 40% rate has been included in the 'Tax Rate' dropdown menu.

**HSN Master & Lookup Tools:**

* Our HSN database has been updated with the new HSN/SAC codes and their corresponding revised rates.

**2. EXPWOP/SEZWOP Validation Update**

The validation logic for EXPWOP and SEZWOP transactions in Credit/Debit Notes has been modified. If the IGST amount is 0 or blank, the system will now correctly validate that the total item value equals the taxable value. Furthermore, the automatic calculation of CGST and SGST for these specific transactions has been disabled, matching the behaviour for invoices.\
\
**3. Updated License Renewal Contact**\
Previously, the error message for an expired license directed customers to a general support email address. The error message displayed for an expired license on both the Product UI and the ERP has been updated. The new message, "Valid license is not present to perform this operation. Please contact <clear-license-renewal@clear.in> to get a valid license," now directs you to the correct email address for license renewal. The old message is no longer in use in any license expiry scenarios.\
\
**4. EWB Mode of Transportation for Gold**

When an E-Way Bill (EWB) was generated for a shipment containing Gold, the "Mode of Transportation" field was being left empty. The system logic has been updated to address this specific scenario. In accordance with business requirements, for all E-Way Bills generated for Gold shipments, the "Mode of Transportation" field will now be automatically defaulted to "Road".

**5. State-Based EWB Validation**

The validation logic for e-way bill transaction types in non-IRN based flows has been refactored to exclusively use State Code comparisons between the "Bill From," "Dispatch From," "Bill To," and "Ship To" locations to determine the valid transaction types. For instance:

* If all four parties are in the same state, all transaction types (Regular, Bill To Ship To, etc.) are allowed.
* If the "Bill To" and "Ship To" State Codes are different, the system will now correctly permit only the "Bill To Ship To" and "Combination of both" transaction types, as per the government's rules.

**E-Invoicing Bug Fixes**

1. **Full Decimal Precision for EWB Quantity**

The 'quantity' field for E-Way Bills (EWBs) was being incorrectly truncated to two decimal places in both the product display and the final printed document. This created a data inconsistency, as the official data sent to the government portal contained the full decimal precision entered by the user, and the printed document should reflect this official data.

Update: The application has been updated to keep and display the full precision of the quantity field as entered by the user. The data payload sent to the print service will now contain the original quantity with its full decimal precision, and the final EWB print view will display the quantity with its full decimal precision accordingly.

2. **EWB Dashboard Header Fix**

The headers in the "Overview" section of the E-way Bill (EWB) MIS dashboard were incorrect. The headers in the "Overview" section of the dashboard have been corrected. They now accurately reflect EWB-specific statuses: ‘E-way bills Generated’, ‘E-way bills not Generated’, ‘E-way bills Cancelled’, and ‘E-way bills Failed’.

3. **Accurate DSC Reason Field**

When generating a Credit Note or Debit Note, the "Reason" field for the digital signature was being incorrectly displayed with a default value of "invoice". The logic has been updated to pass the specific document type as the reason for the digital signature. The "Reason" displayed in the PDF will now be as follows: "Invoice" for an Invoice (INV), "Credit Note" for a Credit Note (CRN), and "Debit Note" for a Debit Note (DBN).

### GCC

\[Enhancements]

**New transaction types to identify B2G and continuous supplies**

* ZATCA has introduced new transaction types to identify B2G and continuous supplies in the new SDK version 3.4.3
* “Invoice Type Code” is updated to accept 9 digits from 7 digits, with 8th digit as “1” corresponding to “Continuous supply” invoice and 9th digit as “1” signifying a B2G invoice.
* Users generating via excel manually have to set the corresponding fields to identify the type of invoice
* This update is to help taxpayers and ZATCA distinguish between these supplies easily which could eventually help in VAT filing and input tax credit claims

**Additional information of the government contract required in B2G invoices**

* Contract ID is mandatorily required in B2G invoices as part of the SDK update 3.4.3 with omission resulting in an error
* Contract ID helps ZATCA reference government contracts easily and process further

**Tax amount in accounting currency auto-calculated to ease invoice generation**

* If the document currency and accounting currency in an invoice are same then the tax amount is auto-calculated if it is kept blank by the user
* This reduces the invoice failures due to missing information and eases user effort

\[Bug Fixes]\
**Buyer postal code correctly passed for export invoices to improve success rate**

* Buyer postal code has been updated to always be blank for export invoices even if the user sends the buyer postal code tag in the json or xml
* Warnings from ZATCA due to incorrect value in this field will not occur going forward

**Correct validation of buyer registration details on standard tax invoices**

* Standard tax invoices are now expected to contain either of the buyer VAT or buyer other ID, since one of them is mandatory to generate a QR code as per ZATCA
* This eliminates the possibility of errors/warnings and any future questions during audits

### Malaysia

**1.  Mandatory Currency Exchange Rate**\
To ensure your business remains compliant with the latest LHDN SDK update (effective September 1, 2025), the system's validation logic has been enhanced to automatically align with the new rules during ingestion:

* For **non-MYR invoices**, a valid Currency Exchange Rate (greater than 0) is now mandatory.
* For **MYR invoices**, the exchange rate will be correctly defaulted to 0.00.
* All **tax-related amounts** are now strictly validated to ensure they are specified in MYR only.

This update guarantees that your e-invoices meet all new LHDN requirements, preventing submission failures and ensuring a seamless compliance process.\
**2. Exchange Rate for Consolidated Invoices**\
As per the LHDN mandate, effective September 1, 2025, which requires a Currency Exchange Rate for all non-MYR e-invoices, the consolidation documents are also affected. For consolidated documents of pre-mandate invoices, a derived exchange rate is now automatically calculated using the total total in MYR & the foreign currency . This calculated value is then included in the final submission payload to meet the LHDN requirement of exchange rate in the consolidated invoice too.\
\
**3. "Buyer Email" Field in B2C portal**\
To automate the process of sending e-invoices to end customers and ensure they are delivered to the most current email address, A new **"Buyer email"** field has been added to the Buyer details page on the B2C portal. When an e-invoice is generated, it is automatically sent to the email address entered in this field, which will overwrite any pre-existing email on file for that transaction.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F8Tz87BJBrT0y0A9Pe4CR%2Fimage%20(62).png?alt=media&amp;token=4c79628a-5c43-4580-bb5a-41f20070c4b1" alt=""><figcaption></figcaption></figure>

4. **Contextual Help Update** \
   To improve usability, informational tooltips providing contextual help have been added to the Customer Portal and will appear on hover.
5. **2-Month Window for Self-Billed E-invoices**&#x20;

To align with LHDN E-invoice Specific Guidelines, which state that for imported goods, a Malaysian Purchaser must issue a self-billed e-invoice by the end of the second month following the month customs clearance is obtained. The portal now allows the generation of self-billed e-invoices for a period of up to two months.

For example, an invoice created on March 2nd can be successfully generated until May 31st.

6. **Download Access for View-Only Users**

The ability to download reports and data has now been extended to users assigned the "View Only User" access role to enhance their workflow capabilities.

7. **State Code List Update**&#x20;

To align with the latest master data from LHDN, which has officially removed the state code "00”, The state code "00" option has been removed from the list of available options in the state code dropdown menu on the B2C portal. Users will no longer see this as a selectable option.

**Reconciliation Related Updates**

1. **New "Actions" Menu for Reconciliation** \
   To streamline the process of managing documents during reconciliation, A new "Actions" menu has been added to the document view within the Malaysian Sales Reconciliation screen. From this single menu, you can now perform key tasks such as "Generate E-invoice," "Cancel E-invoice," "Download," and "Sort" on your selected documents.<br>

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FFTqqfD0vBTEy2BGRfxfs%2Fimage%20(63).png?alt=media&amp;token=adf4837d-8051-451f-8c9b-10c3ae3ac1e5" alt=""><figcaption></figcaption></figure>

**2. Direct E-invoice Generation from Recon**\
During reconciliation, documents that were uploaded to the platform but not yet sent to LHDN, in the “Not Generated” status, would appear as “Missing in E-invoice”. For documents with a “Missing in E-invoice” status, a new **"Generate E-invoice"** option is now available under the **"Actions"** menu.

1. After a user selects the document and clicks the option, the e-invoice generation call is triggered and sent to LHDN.
2. The invoice’s status is then updated on the “Sales document” screen.
3. In the case of an error, a notification message is shown on the screen.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FIvskqDRCtTLXcM70yftv%2Fimage%20(64).png?alt=media&amp;token=87dc635e-f44b-473f-80a3-4e8d0fc43b74" alt=""><figcaption></figcaption></figure>

**3. Direct E-invoice Cancellation from Recon**\
To correct reconciliation errors, such as e-invoices that were wrongly generated and appear as "Missing in SR”, The cancellation process is now integrated directly into the reconciliation workflow:

1. From the reconciliation results, select the document that has been wrongly generated (identified as "Missing in SR").
2. Navigate to the **"Actions"** menu and click the new **"Cancel E-invoice"** option.
3. A cancellation request is sent to LHDN if it is less than 72 hours old. If the e-invoice is older than 72 hours, an error message will be displayed stating that it cannot be canceled.
4. Upon successful cancellation, the status of the invoice will be updated on the main "Sales document" screen.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F79Dvg65CjPfLOwVRtZAV%2Fimage%20(65).png?alt=media&amp;token=8edb8e8f-b4a9-46a1-93c9-26cd8b17cb16" alt=""><figcaption></figcaption></figure>

4. **New "Remarks" Field for Reconciliation** \
   To provide a dedicated space for users to add overall notes, conclusions, or action items to a reconciliation run. A new editable "Remarks" field has been added to the reconciliation summary screen. Notes can be entered into this field, saved, and edited at any time for future reference.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FttiJ4Fx6WFgsEDS6uCdH%2Fimage%20(66).png?alt=media&amp;token=993e4426-de54-482b-bc9a-1d02562cc939" alt=""><figcaption></figcaption></figure>

**Bug Fixes**

1. **Branch Level Report Fix**&#x20;

An issue was identified where the error report generation process was incorrectly skipping branch nodes when fetching data for processing. The logic for fetching enabled node IDs has been updated to correctly include and handle branch node IDs when processing error reports

## Sept 2025 | GST & E-invoicing Sync Simplified

This month’s upgrades focus on making compliance workflows more reliable across GST, TDS, and E-Invoicing. Updates include ITC actions with Excel ingestion, one-click GST & E-invoice sync, enhanced 26AS reconciliation, simplified TDS templates with new compliance support, and improved GCC E-invoicing continuity with added VAT exemptions.

#### Key Highlights of This Release

1. All GST Licenses now support ITC actions and linking/delinking 2B - PR documents via simple Excel ingestion. *GST*
2. A streamlined Sales Sync update now enables one-click document syncing between E-invoicing and GST, with clear error visibility, and faster, hassle-free G1 preparation. *GST*
3. Enhanced 26AS reconciliation, giving better control and visibility through easier PAN–TAN mapping and manual updates. *TDS*
4. Improved 26Q & 27Q templates for simplified and accurate filing, support for Section 194T in 27Q returns, and revised TCS rates. *TDS*
5. Improved handling of ZATCA downtime for smoother business continuity, added support for new VAT exemption codes, and aligned with the latest SDK.  *GCC CLEARTAX E-INV*

### India

### Clear Compliance Cloud

#### GST

**1. ITC Actions via Excel Ingestion (2B vs PR)**\
All GST Licenses now support ITC actions and linking/delinking 2B - PR documents via simple Excel ingestion.\
**Process:**

* Download the 2B vs PR Reconciliation results.
* Enter the ITC actions in the Excel sheet.
* Upload the completed sheet back to Cleartax via **Actions → Ingest ITC Action via Excel**

The customers can seamlessly take ITC actions now to freeze their reconciliation results on the platform and can also generate accurate automatic Table 4 saving time, resource and money.\
Note: For detailed instructions, please refer to the manual- [Link](https://docs.google.com/document/d/16q7njH77GuYJXMxA-1u_kNmsBL2vUkL42lDhRlIyOdA/edit?tab=t.0).\
\
**2. Advanced Recon Rules for GST-Ultimate & GST-Premium customers**\
GST Ultimate and Premium customers can now access 18 Recon rules along with adjustable thresholds. They can also enable/disable advanced rules or modify the sub-buckets to meet their use cases and get the highest possible matching %. These rules apply across GSTR-2B/2A/6A/8A and IMS vs PR and are accessible via Settings from GST Module under\
These rules will cut manual identification and document linking effort while giving customers direct control of their matching % and criteria.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FDL1Sa1CKn1MzHMCocQsO%2FAnimated%20GIF%20Maker%20(1)%20(1).gif?alt=media&amp;token=a7d1de52-9bf1-48f5-b964-651be3dc11f6" alt=""><figcaption></figcaption></figure>

**3. Enhanced Sales Sync for Clear GST & Clear E-invoicing \[EA]**

We’re excited to announce an important improvement to the Sales Sync feature in our Clear GST and Clear E-invoicing products. This update is designed to make your document syncing process more transparent, efficient, and hassle-free.

**What’s Changing**

Previously, when using Sales Sync, documents from Clear E-invoicing were automatically reflected in Clear GST. However, if there were **validation errors or duplicate entries**, it wasn’t always clear why certain documents didn’t appear. Users had to manually check the import history daily, which often caused confusion.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FCslUQMFyliPu0Z5oK4nT%2Fimage%20(30).png?alt=media&amp;token=195294be-dcb3-48f6-9311-8d1b1ec1aa32" alt=""><figcaption></figcaption></figure>

With the new update, we’ve streamlined the process:

* **One-click document sync:** You can now download documents from Clear E-invoicing directly within the G1 flow.
* **Automatic download + ingestion:** The system will handle both steps together, saving you time and effort.
* **Clear error visibility:** Any validation errors or duplicates will be displayed upfront, so you can quickly identify and correct issues before moving forward with your G1 preparation.

**Key Benefits**

* No more manual checks of import history.
* Improved visibility into sync errors and duplicates.
* Faster, more transparent process for preparing your G1.

**4. G6 Changes – Bulk Document Selection**\
Previously, actions like delete, mark as uploaded, or mark as not uploaded were limited to 50 documents per page.\
Now, you can **select and take action on all documents across multiple pages at once**, saving significant time when working with large datasets.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FrAdNoHEU4qhVWSOXEpqU%2Fimage%20(31).png?alt=media&amp;token=3d0ae125-c5db-4d54-a305-4c30fd9099b6" alt=""><figcaption></figcaption></figure>

**5. G1A Declaration Changes (as per New Government Regulations)**

We’ve updated the GSTR-1A flow with new APIs to align with GSTN’s plan to lock G3B liability and ensure complaint-free filing.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FfToQPKVBMSW8bdRc7vGN%2Fimage%20(32).png?alt=media&amp;token=4746e5ed-f460-4520-9562-0cd1e6d3665d" alt=""><figcaption></figcaption></figure>

**Key Highlights**

* **Final liability confirmation:** Users must confirm final liability, ensuring no further changes post-submission.
* **Smart stale check:**
  * If **2B is not stale** → Upload status changes to “Upload” → Proceed to file.
  * If **2B is stale** → Warning popup prompts redownload of G2B & draft G3B before proceeding.
* **New Declaration Step:**
  * After uploading G1A, a new page allows submission of declaration.
  * The “File G1A” action is enabled only after declaration submission.

**6. Comparison Report Format Enhancements**\
We’ve revamped the Excel format for **comparison reports** to make them easier to filter, analyze, and use for decision-making.\
**Updated Reports**

* G1 vs 3B
* G1 vs 3B vs Books
* G2B vs 3B
* G2B vs 3B vs Books
* G2A vs 3B

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F3K6ewRkI0P2QlOpWhHJv%2Fimage%20(33).png?alt=media&amp;token=79a4044c-5b09-43f3-bcb6-19af8b2a223c" alt=""><figcaption></figcaption></figure>

**Improvements**

* Filterable by GSTIN, return period, and section.
* Simplified format for faster insights.
* Enhanced usability at both **PAN** and **GSTIN** level.

#### TDS

**1. 26AS reconciliation**

We've made significant improvements to our 26AS reconciliation process to give you more control, clarity, and flexibility when it comes to managing your PAN-TAN mapping.

**What's New?**

We will now show you how many TANs have been mapped and provide a clear option to **map the remaining ones manually.**

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FfDtl6m508TourD8YHiHq%2Fimage%20(34).png?alt=media&amp;token=07dc5e79-6dad-453b-a3be-8bc58bddd44d" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fwng1v6sWOZgOj0wZPLjN%2Fimage%20(35).png?alt=media&amp;token=02d2732c-a823-4100-b4f8-30550c6786b2" alt=""><figcaption></figcaption></figure>

**How it Works**

* **Download the Excel template** to map any missing PANs and TANs.
* **Update the excel file** with your mapping details.
* **Import the file back** to seamlessly update the mapping on the product.

After the reconciliation process, you'll see a new status: **Mapped via UI** for the entries which were manually mapped by you on the platform.

**2. Form 26Q & 27Q Template Enhancements**\
We've improved the Forms 26Q and 27Q templates to make it easier for you to fill them out correctly.\
The templates now clearly highlight which fields are mandatory, conditional mandatory, and optional, helping you quickly identify required information. This reduces errors and saves you time during the filing process. You'll now see the following indicators:

* **Mandatory Fields:** Must be filled for a successful submission.
* **Conditional Mandatory Fields:** Required only when a specific condition is met (e.g., if you select a particular option in another field).
* **Optional Fields:** Can be left blank as they are not required for a valid submission.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FW7AVHYljXQl8fNzr6QMB%2Fimage%20(36).png?alt=media&amp;token=b145781f-c76b-49c9-9c7e-95c32d256077" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fg2zO8pSj7E76x1onwE2Y%2Fimage%20(37).png?alt=media&amp;token=d66fd576-92ba-4be5-b33c-9c9a15031c5a" alt=""><figcaption></figcaption></figure>

In addition, we've provided a detailed description for each field on the first sheet of the template, giving you comprehensive guidance for accurate data entry.

\
**3. Section 194T -&#x20;*****New TDS Section effective from 1st Apr 2025***

* Now you can report Section 194T TDS deductions as part of Form 27Q returns as well (Earlier it was for Form 26Q alone).
  * Section 194T mandates the deduction of Tax Deducted at Source (TDS) on certain payments (salary, remuneration, commission, bonus or interest) made by partnership firms (including LLPs) to their partners.
  * TDS Rate: The rate of TDS under Section 194T is 10%

**4. Update in TCS rates**

* Effective from April 1, 2025, the Tax Collected at Source (TCS) rate on timber and other forest produce under Section code 206C(1)B and 206C(1)C has been reduced to 2%, a decrease from the previous 2.5%.

### GCC

#### CLEARTAX E-INV

**Enhancements:**

1. **Improved Handling of ZATCA Downtime for E-Invoice Generation:** The system's behaviour has been enhanced to provide clearer responses and better stability when ZATCA is unavailable. For the user this provides immediate feedback and reduces the need for manual intervention, thereby improving business continuity during ZATCA outages

* B2B Invoices (via Generate E-invoice API)
  * When ZATCA is down, invoices generated via the sync API will now be marked as "Failed," and a clear error message will be returned. The system will also perform two immediate retries to attempt successful generation once ZATCA is back online.
* B2C Invoices (via Generate E-invoice Async API)
  * The system will now return the QR code even during ZATCA downtime. The invoice will be marked as "Failed," providing users with the necessary QR code while accurately reflecting the generation status.

2. **Support for a wider range of payment means codes:** The payment means type code field now supports the full list as per [UN/CEFACT code list 4461](https://docs.cleartax.in/cleartax-docs/e-invoicing-ksa-api/e-invoicing-ksa-api-reference/resources-and-masters/code-lists#payment-means-type-code),, this helps your business by providing more accurate and flexible options for reporting different payment methods, ensuring compliance with international standards and reducing the risk of errors.
3. **Updates as per Latest ZATCA SDK (v3.4.2):** The system has been updated to align with the latest ZATCA SDK, ensuring full compliance with new rules and validations.

* New VAT Exemption Reason Codes: Two new VAT exemption reason codes have been introduced in the APIs and ingestion file to support mentioned tax scenarios. The below values are available for the user to claim VAT exemption on their invoices:
  * VATEX-SA-ROYALDECREE for supplies where the government bears the VAT.
    * Code: Z
    * Meaning of the Code: Zero rated goods
    * VAT exemption reason text: Supply on which the Government bears the VAT
    * VAT exemption reason code: VATEX-SA-ROYALDECREE
  * VATEX-SA-32(bis) for supplies under a Customs Suspension Arrangement.
    * Code: Z
    * Meaning of the Code: Zero rated goods
    * VAT exemption reason text: Supply under Customs Suspension Arrangement
    * VAT exemption reason code: VATEX-SA-32(bis)
  * **User Impact:** These new codes are tailored to very specific scenarios and provide a clear, standardised reason for the VAT exemption on the invoice. This makes it easy for both the business and the buyer to understand why no VAT was charged.
* Warning from ClearTax for Empty Buyer VAT Registration Number (BR-KSA-99)
  * A new rule has been introduced to issue a "Warning" if the XML contains the tag for the Buyer VAT Registration Number but the value is empty on a Standard Tax Invoice.
  * **User Impact & Action:** This warning alerts you to a potential non-compliance issue. While it will not prevent the invoice from being processed, you should populate the Buyer VAT Registration Number field to ensure full compliance from ZATCA and avoid any penalties.
* Disallowing Charges on Item Net Price
  * The system will now strictly enforce ZATCA rules by disallowing charges (surcharges) on the Item Net Price (BT-146). Only allowances (discounts) are permitted at this level. If the user attempts to add a charge going forward it will result in an error.

**Bug Fixes:**

1. **Accurate error message for credit/debit notes**

* The error message for credit/debit notes has been updated to be more clear and accurate. Previously, it stated "Payment means code is an optional field", which was incorrect.
* **What’s New:** The new error message "Payment Means Code is mandatory for credit notes and debit notes" now accurately reflects the requirement, ensuring users provide the necessary information for these document types.

## August 2025 | IMS Reconciliation Gets Smarter & Simpler

This month’s upgrades are all about smarter compliance and smoother operations. We have focused on catching errors earlier, making cross-functional workflows in IMS easier, and improving accuracy across the board. Notice Management has evolved into ‘Notice Tracker’, now powered by AI to deliver instant case summaries, reason extraction, and recommended next actions.

#### Key Highlights of This Releases

1. Clear's IMS upgrades now enable controlled AP/AR team access, introduce 'Skip PR' for noise-free reconciliation, and provide detailed breakdowns of missing documents in PR recon summaries. *GST*
2. Clear's GST updates now feature G1 pre-upload validation, GSTR-8 support for unregistered suppliers, and line-item PR reports with ITC status, enhancing compliance accuracy and audit readiness. *GST*
3. Latest TDS updates discontinue deduction codes (U/J/I) and remark Y for 194B/194BB, remove 206CD/206CR collection codes, and introduce new MA-MJ codes in Form 27EQ from FY2025-26 Q1. *TDS*
4. Clear's Notice Management is now 'Notice Tracker' with enhanced AI capabilities. The upgraded system now provides automated case summaries, intelligent reason extraction, and recommended actions. *Notice Tracker*

### India

### Clear Compliance Cloud

#### GST

**1. Updates on IMS**

**1a. New AP/ AR Access Roles:**\
Customers can now grant controlled access to their AP and AR teams to view IMS documents, take IMS actions and download PR reconciliation results. These roles are accessible via settings under the GST product. This enables asynchronous coordination between your AP/AR teams, and tax teams, eliminating reliance on tax teams for data downloads and actions.

| Roles         | Permissions                                                                                                                                                                                                                                                                                                          |
| ------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **AP View**   | <ul><li>Download IMS Inward Supplies/ 2A/2B/6A data from Govt.</li><li>Run IMS/2B/2A/6A vs PR Recon</li><li>Download IMS/2B/2A/6A vs PR Recon Data + IMS Inward Supplies console data in Excel</li></ul><p>Note: Cannot take any IMS/ ITC Actions.</p>                                                               |
| **AP Action** | <ul><li>Download IMS Inward Supplies/ 2A/2B/6A data from Govt.</li><li>Run IMS/2B/2A/6A vs PR Recon</li><li>Take IMS Actions on IMS Inward Supplies and IMS vs PR Recon</li><li>Download IMS/2B/2A/6A vs PR Recon Data + IMS Inward Supplies console data in Excel</li></ul><p>Note: Cannot take any ITC Action.</p> |
| **AR View**   | <ul><li>Download IMS Outward Supplies data from Govt.</li><li>Download IMS Outward Supplies console data in Excel</li></ul>                                                                                                                                                                                          |

*Note: CCC customers using the MaxITC license for limited AP team roles will be migrated accordingly. After August 31, 2025, the MaxITC card will be accessible only to MaxITC customers.*

**1b. “Skip PR” documents from IMS vs PR Recon**

Customers can now bypass previously claimed or ineligible PR documents during IMS vs PR reconciliation, reducing noise and focusing on truly missing items.

**Details**

* **One-time Skip**
  * PR documents already claimed or marked ineligible in GSTR-2B vs PR can be actioned as “Skip PR” in IMS vs PR Recon. This action can also be taken via Excel ingestion and is to be taken only once.
* **Reconciliation Treatment**
  * Skipped PR documents will be excluded from future reconciliation runs. These documents will appear under a new sub-bucket, “Missing in IMS (-PR Skipped),” within the Recon Summary.
* **Reset Capability**
  * Users can also reverse a “Skip PR” action at any time if applied in error via “Reset Action”.

**Benefits**

* Eliminates confusion from mid-year IMS action starts
* Streamlines focus on documents genuinely absent from IMS.
* Simplifies reconciliation workload and reporting clarity.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FIARJsvVREMuy9Udz2byO%2Fimage.png?alt=media&amp;token=dc0e5800-ad11-4f5f-86d8-84c2dcd159c3" alt=""><figcaption></figcaption></figure>

**1c.Detailed IMS vs PR Recon Summary**

IMS vs PR Recon Summary now includes a detailed breakdown of missing documents. This enhancement will help customers:

 – Identify reasons behind missing documents, and

 – Segregate documents appropriately for necessary actions or internal communication.

| Missing in PR  | Past Return Period IMS | IMS documents belonging to previous return periods.                                        |
| -------------- | ---------------------- | ------------------------------------------------------------------------------------------ |
| Missing in PR  | Current Return Period  | IMS documents belonging to the current return period.                                      |
| Missing in PR  | Future Return Periods  | IMS documents belonging to upcoming return periods.                                        |
| Missing in IMS | Past Return Period PR  | PR documents belonging to previous return periods.                                         |
| Missing in IMS | RCM Documents          | PR documents belonging to RCM category and thus not available in IMS.                      |
| Missing in IMS | IMPG Documents         | PR documents belonging to IMPG category and thus not available in IMS.                     |
| Missing in IMS | PR Skipped             | PR documents which have been skipped by users for non-consideration during reconciliation. |
| Missing in IMS | Others                 | PR documents which are missing because of other reasons.                                   |

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F7UUwLO7a4k7lZf1NZRxl%2Fimage.png?alt=media&amp;token=b76f63c9-f4a5-40e0-96b5-4b9d9ee3e4bd" alt=""><figcaption></figcaption></figure>

**2.Upfront G1 Pre-upload Validation \[EA]**\
Upfront G1 Pre-upload Validation feature, will allows users to proactively check and resolve government validation issues before finalizing and preparing the G1. This streamlines the G1 filing process, ensuring that documents are compliant right from the start, reducing the risk of errors and rework later on.

**Key Features:**\
**a. Pre-validation at the Document Level:**

* Users can now perform government validations at the document level before preparing and finalizing the G1.
* This proactive check ensures any validation issues are identified early in the process, saving time and effort.

b. Fix Validation Issues Upfront:

* Instead of discovering validation issues after the G1 is prepared, users can now resolve any issues upfront.
* This ensures a smoother workflow, reducing last-minute corrections and minimizing delays in the filing process.<br>

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FY8eAlk1oJcna9fUV6CcJ%2Fimage.png?alt=media&amp;token=655749d9-4a01-4c5c-aad7-603f72a79486" alt=""><figcaption></figcaption></figure>

**3.GSTR-8 Govt Updates**\
In line with the latest updates by the GSTN, we have implemented support for reporting supplies made by unregistered suppliers in GSTR-8.

**What’s New:**

* **GSTN Update:** GSTN has introduced a change where e-commerce operators are now required to report supplies made by unregistered suppliers from their platform.
* **GSTR-8 Update:** Our platform now supports this update, ensuring that supplies from unregistered suppliers can be accurately reported in the GSTR-8 return.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F6CRSHoRNu6Ik9F3eqUS9%2Fimage.png?alt=media&amp;token=afdacabf-4877-4a29-a460-6cdbbe4f53df" alt=""><figcaption></figcaption></figure>

**4.Line-Item PR with ITC and Matched status**\
To streamline the process of verifying ITC claims at a line-item level,we have launched the Line item level PR report with ITC which is the combination of line item PR and Table4\
**Why This Report is Needed:**

* **Scrutiny & Audits:** Clients need a detailed report to demonstrate the justifiability of their ITC claims, which is critical during audits or GST scrutiny. The new report ensures that claims are valid and not blocked.
* **Line-Item Level Verification:** The report allows clients to verify ITC claims at the line-item level, linking HSN and descriptions to the claimed amount for more accurate validation.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FAvlP7KGTu0jkeQ9QrP0m%2Fimage.png?alt=media&amp;token=f303d696-19bf-434a-a6cd-51423524a8ca" alt=""><figcaption></figcaption></figure>

**5. GSTR-6 Enhancements**

* CDN linking logic change
* Rate validation added for GSTR-6 purchase invoices

**6) GSTR-1 Enhancements and fixes**

* Table 14 and 15 pre-validations added in pre-upload validations

**7) GSTR-3B offset logic changes for Adjustment of Negative Liability of Previous Tax Period**

#### TDS

RPU Version 5.7 and FVU Version 9.2 Update\
We have updated our File Validation Utility (FVU) to Version 9.2, effective from July 4, 2025, in line with changes mandated by the government to comply with the latest tax regulations. Here's what's new:

1. Reason for lower/higher deduction "U" in view of section 206AB for Form 26Q, "J" in view of section 206AB for 27Q and "I" in view of section 206CCA will no longer be applicable from FY 2025-26 Q1 onwards.
2. Remark “Y: Transaction where tax not been deducted as amount paid/credited to the vendor/party has not exceeded the threshold limit” will no longer apply for section codes 194B (94B) and 194BB (4BB) in Forms 26Q and 27Q. This change is applicable to statements pertaining to FY 2025-26 Q1 onwards.
3. The collection codes '206CD (D)' and '206CR (R)' have been removed for Form 27EQ. This is applicable to statements pertaining to FY 2025-26 Q1 onwards.
4. A list of new collection codes, (allowed reasons are "C" and "J"), has been implemented under Annexure I (Collectee details) for Form 27EQ. These new codes are MA, MB, MC, MD, ME, MF, MG, MH, MI and MJ. This change is applicable to statements from FY 2025-26 Q1 onwards.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FXLv0qBC2wd5Xu29EwNNo%2Fimage.png?alt=media&amp;token=54738329-76f5-4e3c-b991-34ec2ff27d40" alt=""><figcaption></figcaption></figure>

#### Notice Tracker

* **Notice Management is now ‘Notice Tracker’**

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FF3RP1IaXPXkK2a12madf%2Fimage.png?alt=media&amp;token=35232ef8-76cc-4a7b-b6a8-06d88aefb298" alt=""><figcaption></figcaption></figure>

* **AI based summarization of cases EA**

  * Users now get a complete case summary and recommended steps for each case. This is generated with the help of our Clear AI which reads all the notice pdfs and provides a summary for the entire case

  <figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FgfqeGhQzl8HCXoPIsHJ1%2Fimage.png?alt=media&amp;token=70ea4ac8-1b4f-420f-8d95-939092e77a1d" alt=""><figcaption></figcaption></figure>

  <figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F3qpdqAgZ7eEVnzIm1od8%2Fimage.png?alt=media&amp;token=40c95861-cdce-446a-9163-0b868b37df25" alt=""><figcaption></figcaption></figure>

  * **AI based reason extraction and categorization EA**

    * Users will also get the reasons automatically populated based against each case at the PAN/GSTIN Summary level and at each case level. This is generated with the help of Clear AI which reads all the notice pdfs and automatically fetches the reasons and categorises them appropriately.

    <figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FD2tBsm2HMWmmv8ETYUm4%2Fimage.png?alt=media&amp;token=497d5976-d554-44ab-b614-a17b261b5436" alt=""><figcaption></figcaption></figure>

    <figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FVY6DYeJEHZmpo8aFDCgr%2Fimage.png?alt=media&amp;token=5218e090-ca36-4be5-bbda-e3a8a0ecc11d" alt=""><figcaption></figcaption></figure>

## July 2025 | Enhanced GST Compliance Features&#x20;

This month's upgrades bring smarter compliance tools to streamline your workflows. For GST, we've introduced bulk Excel processing for ITC/IMS actions and unified EWB reconciliation reports with remark tracking. GL Stream now offers AI-powered auto-configuration for ledger reconciliation, while Notice Management automates hearing date tracking and status updates. Our Malaysia e-invoicing now prevents duplicate submissions with extended 60-day reconciliation windows.

#### Key Highlights of This Release

1. EWB reconciliation now offers combined reports & remarks adding & tracking, while GSTR-1 filing supports updated HSN sheets. *GST*
2. Bulk Excel processing for ITC claims/reversals and IMS actions, plus government-filed PDF downloads for returns (GSTR-1, 3B, 9 & 9C). *GST*
3. AI-powered auto-configuration for General Ledger reconciliation, featuring self-serve onboarding, intelligent GL code mapping, and bulk Excel setup. *GL STREAM*
4. Personal hearing & pre-deposit tracking and AI-extracted appeal dates with smart status updates. *NOTICE MANAGEMENT*
5. Clear's TDS updates now enable Q4 correction returns for Form 24Q, implementation of six-year amendment windows , and enhanced 26AS reconciliation with detailed mismatch analysis and dual-source matching percentages. *TDS*
6. ClearTax E-Invoicing now enables branch-level invoice tracking via device mapping and enforces strict duplicate document validation for full ZATCA compliance. *GCC CLEARTAX E-INV*
7. ClearTax Malaysia E-invoicing now prevents duplicate submissions, reconciliation offers extended date ranges to 60 days & new value columns, and workspace admins gain secure authentication controls. *MALAYSIA*

### India

#### Clear Compliance Cloud

**GST**

**1. EWB Reconciliation Enhancements**

* Combined Report Support (Summary & Document View)\
  Users can now access both Summary and Document-level details in a single Excel file, making it easier to review the summary and the Documents in a single file.
* Remarks Support for EWB vs SR and EWB Vs G1 recon\
  Users can now add and track remarks against mismatches between EWB and Sales Register (SR)/G1. This helps teams collaborate better, track resolution status, and maintain audit trails for each discrepancy.
* Treating State Codes 99 & 98 as Equivalent\
  To handle inconsistencies in government data, we now treat state codes 99 (Other Country) and 98 (Other Territory) as equivalent during reconciliation. This ensures such minor variances do not result in unnecessary mismatches.
* Separate Bucket (Ignore) for the Service Invoice i.e HSN starting with 99\
  Documents with HSN codes starting with '99', typically representing service invoices, are now auto-classified under "Ignored Docs" with the mismatch field labeled as "Service Invoice". This prevents irrelevant mismatches for non-movable goods.
* Consider State-Level Threshold for Intra-State Supply under the Ignored Bucket\
  To improve flexibility in handling intra-state (within state) reconciliations, a state-wise threshold has been introduced. Documents with value below this defined limit will be automatically classified under "Ignored Docs" if the same is not Matched with the corresponding EWB documents to reduce noise and focus on significant mismatches.<br>

**2. GSTR-1 Filing & Upload Enhancements**

**a. Support for Updated GSTR-1 Government Template (HSN\_B2B & HSN\_B2C)**\
Our ingestion now supports the **latest Govt GSTR-1 format**, including HSN\_B2B and HSN\_B2C sheets.<br>

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FK9P5GwgldcVDVfpFHM03%2Fimage.png?alt=media&amp;token=6b968da1-6697-43a6-a235-a0518ed8faa5" alt=""><figcaption></figcaption></figure>

**b. User-Provided HSN Description Support in G1 Upload**\
While uploading GSTR-1, users can now retain their own HSN descriptions, which will be reflected in the GSTN upload — helpful for internal tracking and customer alignment.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FPQNLyqki3rWodD6S0feX%2Fimage.png?alt=media&amp;token=6f6acc35-843b-40a0-b2ec-5c9a9f6d9af7" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fu3hB1Ni9I2hwuF67onvP%2Fimage.png?alt=media&amp;token=de219b1e-a98f-4238-bca6-8842227caceb" alt=""><figcaption></figcaption></figure>

**c. Settings for Auto-Compute Document Series for RCM (Unregistered) Docs**\
A new setting for document series autocompute for RCM invoices related to unregistered vendors. When enabled, the system will compute the doc series.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FrYMVmPp0EUAPzs4gq7hZ%2Fimage.png?alt=media&amp;token=4c8afb44-82de-443f-8465-87c46569cb23" alt=""><figcaption></figcaption></figure>

**3. ITC Actions via Excel Ingestion \[CCC]**

We’re pleased to roll out the **ITC Actions via Excel Ingestion** feature for all CCC customers.This functionality enables bulk ITC actions—such as claims, reversals, and more—by uploading a simple Excel file. No more repetitive filtering or manual effort.

**How it works:**

* Download the Excel Template: Go to 2B vs PR Recon → Document View → Actions → Download Report.
  * Fill in Your Actions: Enter your ITC actions in the downloaded Excel as per the format guidelines.\
    Refer to the [User Manual](https://docs.google.com/document/d/16q7njH77GuYJXMxA-1u_kNmsBL2vUkL42lDhRlIyOdA/edit?usp=sharing) for instructions on formatting and valid input values.
  * Upload the Sheet: Use Actions → Ingest ITC Action via Excel to upload the completed file.

For detailed instructions, refer to the [Excel Action Ingestion – User Manual (English)](https://docs.google.com/document/d/16q7njH77GuYJXMxA-1u_kNmsBL2vUkL42lDhRlIyOdA/edit?usp=sharing).<br>

4\. **IMS Actions via Excel Ingestion \[CCC/ IMS Pro]**

The IMS Actions via Excel Ingestion feature is now live for all IMS Pro customers.This allows users to take bulk IMS actions across both the IMS Inward Supplies and IMS vs PR Reconciliation.

**How it works:**

a. Download the Excel Template: Go to

* IMS Inward Supplies → Document View  → Actions → Download Excel
* IMS vs PR Recon → IMS & PR Documents → Actions → Download Excel.

b. Fill in Your Actions: Input desired actions in the "IMS Action (Clear Platform)" column only. Do not modify other columns.

c. Upload the Sheet: Use Actions → Ingest IMS Action via Excel to upload the file.

d. Push Actions to IMS: Upload the Action to GSTN (Govt.) by clicking Upload Action to IMS.

**5.ReportsSupport for Govt Filed Pdfs (EA Release)**

Much awaited filed govt pdf’s are now supported on clear’s platform

* We will now be supporting an option for the users to download govt filed pdf’s for GSTR-1, 3b , 9 and 9c
  * Users will be able to access this option in reports under “Govt filed pdf “section, on clicking on same user will see the cards for GSTR -1 , 3b , 9 and 9c pdf’s
  * After selecting any one of the card, user will get an option to select gstins in a  pan  or single gstin , this will be appearing based on the license applicable for the users, we are not having seperate cards for GSTIN and Pan level pdfs.
  * Once user selects the business/gstin , he will get an option to select the return period(Note: Return period selector will be only for 1 month, Multi month return period /Financial year selection will not be supported)
  * Once user downloads the pdf
    * For Pan level download(User will get a zip folder, folder will have separate pdf for all gstins along with return name , gstin and return period for which the pdf is downloaded)
    * For Gstin level download(User will get a zip folder , Folder will have the pdf along with return name, gstin and return period for which the pdf is downloaded )

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FpT7juZiSdxWOAEmUuu6y%2Fimage.png?alt=media&amp;token=81eb9b4a-1575-412d-bc59-40ff4f6285dd" alt=""><figcaption></figcaption></figure>

**GL STREAM**

GL Recon Settings & OnboardingGL Recon Settings, is making it easier than ever to configure the General Ledger Recon setup—no manual work, no external dependency.What’s New:

* Self-Serve Onboarding: Seamless “Let’s Get Started” flow to configure GL settings without needing support.
*

```
<figure><img src="/files/60Tvw85dfvIs8qEbsD8O" alt=""><figcaption></figcaption></figure>
```

* GL Recon Config Page: Easily map GL codes to GL types and applicable recons.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FTNb6VQjSF8WjsugcGYw0%2Fimage.png?alt=media&amp;token=75453984-aeae-429e-aa4b-0951e7c802d5" alt=""><figcaption></figcaption></figure>

* Clear Intelligence-Powered Setup: GL config is auto-generated using AI based on GL codes and descriptions — saving time and ensuring accuracy.
* Auto-Sync on Ingestion: Every new GL data ingestion auto-applies the latest config — no manual sync needed.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F68zVyKRIEPcETpGDPGWh%2Fimage.png?alt=media&amp;token=2821f189-f57b-4f6f-95e3-edb37eb02935" alt=""><figcaption></figcaption></figure>

* Excel Import Support: Upload and manage GL config in bulk using a simple template

\
**NOTICE MANAGEMENT**

Personal hearing date tracking

* Now users can also track the personal hearing date for any notice from the case details page.
* We are now automatically fetching this from the GST portal

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FTEq9LJwbhfd6flFezijw%2Fimage.png?alt=media&amp;token=dbd24021-b863-42be-a3d5-9377e7ff6f5a" alt=""><figcaption></figcaption></figure>

**Pre-deposit amount tracking**

* Users can now track Pre-deposit amount for Appeal cases from the Notice Management tool.
* We automatically fetch the Pre-deposit details from the GST portal

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FdIjAbW8SyEwhrKdrafxe%2Fimage.png?alt=media&amp;token=c0b96da3-3eb5-46a2-be3a-f03e7e43d3bc" alt=""><figcaption></figcaption></figure>

**Excel template upgrade**

* Now you get a detailed PAN level excel report with comments and manually added reasons

\
**Email template upgrade**

* Summary emails are now delivered only to the admins responsible for each product.
* They’ll arrive once a week as a concise weekly digest.
* The email template has been redesigned with larger, responsive fonts for easier reading on any device.

\
**AI pdf extraction for Appeal dates and AI based automatic status update is now more smarter**

* Appeal dates are now captured directly from notices—no manual input needed.
* Automatic status updates persist after every sync; the system remembers and applies the correct status instead of resetting it.

\
**TDS**\
**Form 24Q Quarter-4 Correction Returns**

* Now you can file correction returns for Form 24Q Quarter-4

\
**Section 194T - New TDS Section effective from 1st Apr 2025**

* Now you can report 194T TDS deductions as part of Form 26Q returns.
  * Section 194T mandates the deduction of Tax Deducted at Source (TDS) on certain payments (salary, remuneration, commission, bonus or interest) made by partnership firms (including LLPs) to their partners.
  * TDS Rate: The rate of TDS under Section 194T is 10%

\
**Correction Statement Restrictions**

As per amendment in section 200(3) of the Income-tax Act vide Finance Act, (No. 2) 2024, no TDS/TCS correction statement will be allowed after the expiry of six years from the end of financial year in which the original statement was filed.

This change is applicable from 1st April 2025 for Forms 24Q, 26Q, 27Q and 27EQ.In-line with this notification, we have restricted Correction Returns filing and  Conso File download request for the non applicable periods.\
For Quarter 1, 2 and 3, corrections can be made within six subsequent financial years. For Q4, corrections can be filed within six subsequent financial years plus one additional year as the filing due date for Q4 fall in subsequent financial year.![image.png](https://codahosted.io/docs/W0-TmLvbP-/blobs/bl-z2Hrn1Qzjo/c077d180ad195050e036257625cbd90d5e207f869c8b10abf3a4c8c541dfc536fac05b183ba655e2a21ed190de8c3317bd82340bc4d7c99482e6054e8e3509466e0a2e730b78bf9dc32353ec8b783fe4e48992c11ffc55500de4bccc842b38eb4cf7ab1e)<br>

**26AS**

**‘Unmatched’ Bucket Introduced in 26AS Recon**

* We have added a new “Unmatched” bucket with two sub-buckets, “Short in 26AS” and “Short in TRL,” to capture cases where the same deductor exists in both sources but the figures or transaction numbers do not match.
* The original “Missing” bucket now appears only when the deductor is truly absent in either 26AS or TRL (“TRL PANs without TANs in 26AS,” and “26AS TANs without PANs in TRL”).
* This clear split lets users see at a glance whether they must correct mismatched values or locate missing records, making reconciliation faster and easier.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FngZ4eJh9zCrDF06H2ed6%2Fimage.png?alt=media&amp;token=a188d791-c88f-453b-95d9-269f8f75360b" alt=""><figcaption></figcaption></figure>

**TRL & 26AS Matching Percentage in Recon Summary**

* The reconciliation summary now shows two separate match percentages: **TRL Match % as well as 26AS Match %**. Each percentage is displayed at both the document-count level and the TDS value level.
* **This gives users a direct glimpse of how much data is getting matched in each source.**

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FJCAfjvo74DXt6eqNicZW%2Fimage.png?alt=media&amp;token=85bde398-46f6-4f1f-a48e-594b275f091e" alt=""><figcaption></figcaption></figure>

Other Enhancements

* The Deductor View is now arranged alphabetically, making the list easier to read and use.
* The system now checks Form 26AS availability on TRACES before starting any download; if the status is still “Submitted,” users receive a notification that says, “Form 26AS is not yet available to download from TRACES. Please try again later.

### GCC

CLEARTAX E-INVEnhancements:

**Generation and tracking of invoices at branches mapped to device**

* Devices that are registered with branch information can now be used to generate invoices at branch level
* Users can omit the branch information during generation and just provide device info which is mandatory
* All invoices and documents generated at the device level will be automatically mapped to the branch in the web portal, reports, error reports, dashboards
* This auto mapping of invoices at a branch level based on devices eases the generation process and improves the tracking of all invoices.

**Duplicate document number validation on prepayment invoices to prevent creation of copies with different doc type**

* As per the E-Invoice and VAT guidelines of ZATCA each document needs to have a unique document number irrespective of the doc type
* The enhanced validation will now block users from reusing the same document number for prepayment invoices in the same financial year
* This additional validation will prevent duplicates on all document types with an easy error message to ensure maximum compliance

**Bug Fixes:**

**Easily understandable error message when a device is registered by a non-admin**

* Non-admin users cannot register devices on the E-Invoice product
* Now users can clearly understand the reason for failure of device registration while trying to register as a non-admin
* The error message states that the failure is due to access issues and they have to reach out to the account admin to register a valid device with ZATCA

### Malaysia

**E-Invoicing Enhancements**

* Duplicate Submission Error Handling: To handle duplicate submissions to LHDN, we’ve added a syncing mechanism using the original UUID, ensuring smoother operations and better error handling.

**Reconciliation Enhancements**

* New Columns Added to the Summary Screen: We’ve added these columns to help you get a clearer view of your invoices:
  * Total Invoice Value (Einv)
  * Total Invoice Value (SR)
  * Total Invoice Value (Einv - SR)

These values are now available on the document screen for reconciliation results, making tracking and management easier than ever.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F6sRNawBpEe8HkuTeEX2x%2Fimage.png?alt=media&amp;token=194e8324-baa9-4486-be12-741b3059fbc0" alt=""><figcaption></figcaption></figure>

**Date Range for Reconciliation Run**:&#x20;

We’ve extended the date range from **1 month to 60 days**, giving you more flexibility when running recon reports.

**Platform Enhancements**

Introducing Workspace Authentication Settings, which gives workspace admins greater control over login methods for their users. This helps strengthen security and lets organizations enforce preferred authentication policies more effectively.

Key Features:

* Selective Authentication Control: Admins can enable or disable login options like Username/Password, Google SSO, and Microsoft SSO to meet security requirements.
* Enhanced Security: Disabling password login reduces risks from compromised or inactive accounts as per company security policies.
* Multi-Workspace Support: Users in multiple workspaces with different policies will seamlessly authenticate per workspace, minimizing login hassle.

**Admin-Only Access:** Authentication settings are restricted to workspace admins via a dedicated Workspace Security Settings page for centralized security management.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FvdZIg9f2tk7Q3c2ZB1dS%2Fimage.png?alt=media&amp;token=40385caf-15bc-4503-b204-439f6f56600b" alt=""><figcaption></figcaption></figure>

## June 2025 | New updates aligned with Latest GSTN & Tax Laws

This month's release introduces updated GSTR-1 HSN summary (B2B/B2C split) and mandatory Place of Supply (POS) in GSTR-8 filings for GST. GL Stream now offers real-time ERP activity logs for admins and GL code filtering for smarter reconciliation. In TDS, Section 206AB checks are removed from Forms 26Q/27Q/27EQ, while new ERP fields streamline payables tracking. E-invoicing gets a boost with Arabic text support (GCC) and improved validations, error reporting, and discount handling for Malaysia.

#### Key Highlights of This Release

1. Clear now supports the updated GSTR-1 HSN summary (split into B2B & B2C) and mandatory Place of Supply (POS) in GSTR-8 for accurate GST filing. (GST)
2. GL Stream now offers real-time ERP activity logs for admins and GL code filtering in reconciliation. (GL STREAM)
3. Clear’s TDS updates include removal of Section 206AB checks from Form 26Q, 27Q, 27EQ and new ERP fields in payables workbench. (TDS)
4. ClearTax now supports Arabic text in e-invoice reports with UTF-8 encoding, ensuring proper display across all tools. (CLEARTAX E-INV) (GCC)
5. ClearTax Malaysia enhances e-invoicing with phone number validation, improves LHDN error reporting, and enhances allowance/discount handling. (E-Invoicing) (MALAYSIA)

### India

### Clear Compliance Cloud

#### GST

* **Changes in Tables 12 (HSN Summary) & 13 (Document series summary) of GSTR-1/1A**
  * As per recent GSTN updates, Table 12 (HSN summary) is now split into B2B and B2C supplies.
  * Clear has been updated to automatically handle this change for integrated clients as well as those using Clear’s standard or custom templates.\
    Support for the updated government template has also been added.
  * This change is applicable from the May return period onwards.
  * Additionally, the document series is now mandatory wherever documents are present. The same validation has been incorporated into the pre-upload validation in G1/1A flow.
* **Support for Government Template in GSTR-1A**
  * Now, we can ingest the summary section directly in GSTR-1A using the Government template.
* **Mandatory POS Column in GSTR-8 Ingestion Template**
  * As per recent GSTN changes, we added a new column for Place of Supply (POS), made it mandatory in the ingestion template, and included it as part of the unique composite key during upload to ensure the correct reporting happens.
* **Auto-Computing Document Series in G1 for RCM Invoices (Self Invoice)**
  * We have started auto-computing the document series for Purchase from Unregistered Person (RCM) documents in GSTR-1 reducing manual efforts.
* **Preserve Sign for Credit Notes in PR Ingestion**
  * The sign (positive/negative) on Purchase Returns (PR) for credit notes with multiple line items in a single document is now retained exactly as in the source data.
* **Option to Record differential amount under Permanent Reversal in G3B Table 4**
  * Introduced a new setting that allows users to record the differential amount between the 2B  amount and the  PR claim amount as a permanent reversal under G3B Table 4 (4B(1)) on enabling the same under G3B settings.
* **Support for Custom Template for G6**
  * Support for Custom Template in G6 : Now you can ingest your own template after mapping the headers in G6 flow

#### GL STREAM

**1. ERP Activity Logs in SaaS**

**What’s New**\
Workspace Admin users can now access a comprehensive, in-product activity log that tracks every ERP data pull—past and present. No more chasing down data via email or Slack: everyone can see exactly when data was pulled, whether it succeeded or failed, and even download raw files directly from the UI.

**Key Benefits**

* **Self-Serve Visibility**
  * CSMs and customers no longer need to request status updates externally.
  * Historical data-pull records are available at a glance (timestamped and status-tagged).
* **Backdated Data Retrieval**
  * If you need data from a previous date, simply select the backdate and trigger a pull.
  * Raw files (CSV/JSON) can be downloaded immediately for offline analysis.
* **Simplified Integration Testing**
  * Integration teams can verify customer data pulls without logging into ERP directly.
  * Developers can isolate failed pulls, inspect raw files, and re-run tests—all on the platform

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F7FwEGTTZ38KnLMyAaePI%2Fimage%20(22).png?alt=media&amp;token=d0c3b8e6-d1f5-499c-9123-fbb32d47037c" alt=""><figcaption></figcaption></figure>

**2. GL Code Filter in Recon Results**

**What’s New**\
Reconciling at a GL-level just got easier. On the Recon Results screen, you can now see the GL codes associated with each transaction and filter by specific GLs to zero in on mismatches or missing documents.

**Key Benefits**

* **Familiar GL-Level View**
  * Instantly view GL codes alongside reconciliation results
  * Navigate directly to the GLs you care about instead of sifting through all transactions.
* **Faster Issue Resolution**
  * Filter “Missing Documents” or “Mismatch” statuses by GL code to tackle one account at a time.
  * Identify exactly where re-classification or document uploads are needed.
* **Improved Audit Trail**
  * Each filtered view can be exported (CSV/Excel) for client-ready reports.
  * When auditors or finance teams ask for GL-specific reconciliation, you’ll have it in seconds.

#### TDS

* **Section 206AB of the Income Tax Act is omitted, effective 1st April 2025**
  * 206AB status check option is removed in Form 26Q, 27Q, 27EQ filing workflows and Repository workflow from Q1 of FY 2025-26 onwards.
* **New fields added in TDS payables workbench (Data preparation via ERP integration)**
  * Withholding Tax Code, Withholding Tax Type, ERP Profit Center, ERP Plant Code, ERP Business Place, PO number are enabled on the TDS workbench for  ease of understanding & working on the TDS payable entries.
* **Form 16 PDF updates for FY 2024-25**
  * Form 16 PDF updates are made to display the new column added in Salary details to report “amount of Tax deducted at source by other deductor(s)”. Until last FY, this value is reported under “Reported amount of Tax deducted at source by previous employer(s)”

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F8L5WhBUFXKMO96iSGqtS%2Fimage%20(23).png?alt=media&amp;token=909d272d-09e8-45c6-b374-38cf3d09d0e9" alt=""><figcaption></figcaption></figure>

### GCC

#### CLEARTAX E-INV

**Enhancement**

* **Decoding and displaying Arabic values in reports for easy understanding**
  * Arabic words and phrases in different fields in the lite and detailed report are now encoded in UTF-8 format for easy rendering
  * After this upgrade to the encoding, the reports can be opened in any of the reporting or text editor tools with Arabic in any field being rendered and displayed correctly

### Malaysia

**Product Enhancements and fixes:**

* Added a validation for verification of phone number
  * Special character and spaces will not be allowed (only ‘+’ allowed at start)
  * Null values or NA is not allowed
* Errors encountered at LHDN for e-invoice generation is now included in the error report
* Improvement in the consolidation algorithm to bifurcate allowance charge and discounts
  * Allowance charge and discounts information is now bifurcated and reported to LHDN
  * These details are separately visible on the product UI
* Consolidation is now allowed for failed and invalid invoices
* Fixed the email template editing issue on the product UI
* UX improvements in reconciliation
  * Colour coding in the document screen based on matching status
* Fixes to avoid print template mapping issues in auto-email trigger
  * Added validation to check workspace mapping of the PDF template to ensure it belongs to same workspace

## May 2025 | IMS Outward Supply Tracking & ISD Features

This month's release introduces powerful new capabilities across our platform. For GST, we've launched IMS Outward Supplies tracking and enhanced ISD features. GL Stream now offers faster reconciliation with smarter error handling. Notice Management adds AI-powered case linking and collapsible organization. TDS users gain automatic net-off recommendations and secure certificate signing.

#### Key Highlights of This Release

1. Introducing IMS Outward Supplies tracking for supplier insights and enhanced ISD features including bulk downloads, multi-branch ITC distribution, and real-time validations. (GST)
2. Now offering an enhanced GL Reconciliation system—faster processing, smarter error handling, and seamless data browsing. (GL Stream)
3. Notice Management upgraded with AI auto-links related cases, case details organized in collapsible sections, manual document deletion enabled. (NOTICE MANAGEMENT)
4. Enhanced TDS Features: Get automatic net-off recommendations for filings, and maintain valid signatures on password-protected certificates. (TDS)
5. New Invoice Parking feature enables draft creation with workflow flexibility and reduced validations before ERP posting. (ACCOUNTS PAYABLES & VENDOR PORTAL)
6. ClearTax e-Inv now supports branch-wise document tracking by mapping devices to specific branches during registration. (CLEARTAX E-INV) (GCC)
7. ClearTax Malaysia now supports TIN verification via taxpayer details search and branch-level reconciliation for accurate compliance reporting. (E-Invoicing) (MALAYSIA)

### India

### Clear Compliance Cloud

#### GST

**IMS - Outward Supplies (EA)**

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FnyMHOBDQ88YW7bjaEGX5%2FVideo%20to%20GIF%20Converter.gif?alt=media&amp;token=793c328c-d271-4817-9587-bae191c43212" alt=""><figcaption></figcaption></figure>

We are excited to announce the launch of the IMS- Outward Supplies feature for Suppliers. This feature is designed to help suppliers gain clear insights into the IMS actions taken by their buyers on the documents submitted on Govt. portal via GSTR-1/ 1A/ Draft.

**Key Features:**

• Buyers' Actions Insight: Suppliers can now view the IMS Actions taken by their buyers. This includes identifying documents that have been rejected and understanding where amendments are needed.

• Complete Data View: The IMS Supplier view provides accurate data reflecting what is available on the Government portal. This includes both documents filed in previous Return Periods and those submitted but not yet filed.

• Reporting & Coordination: Suppliers have the ability to download the detailed report. This report can be shared with AR teams to facilitate effective coordination and timely follow-ups with buyers.

Currently, this feature is available for selective customers only. Please note that for each GSTIN, the report can be downloaded only once per day. Users are advised to download judiciously.

\
**ISD Ready**

* Introduced validation during PR ingestion for G6 to eliminate last-minute errors when filing G6.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FKntUKXMXE0sH838vGtwJ%2Fimage%20(6).png?alt=media&amp;token=3f55162d-782c-470f-beec-84aa014479b7" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F2tqHJYWwEbBUaQJUrQXf%2Fimage%20(7).png?alt=media&amp;token=5fc0f34a-2cfb-4b71-894d-7dc7da7fc205" alt=""><figcaption></figcaption></figure>

Added support for managing multiple unregistered branches within the same state for distributing ITC

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fa30hoUbdgXWDfkOTGxra%2Fimage%20(8).png?alt=media&amp;token=d9550b6b-fa1c-4c46-817e-7c89abff32e6" alt=""><figcaption></figcaption></figure>

* Bulk download of ISD documents (Invoice/Credit Note/Debit Note) in PDF format is now supported

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FYMs7peuOlbLKdjmiPLgs%2Fimage%20(9).png?alt=media&amp;token=6828c459-019f-4d18-bbfa-734985b18815" alt=""><figcaption></figcaption></figure>

<div align="right"><figure><img src="https://codahosted.io/docs/W0-TmLvbP-/blobs/bl-ak-kehF6rz/27c562bf6c4d8fb16fc7852a0c8b2102a8b6b89b60db992ec3ea917746ab69f967812f070f9cdb6c3aad05ccb68b7c041a98ad533eb4df7504b6edb4fc866f32e9b9fa18d6d65ca0b726528e4c8b49aeba7ecaba7461f5aa30ef0850134ea19f9a2fbf90" alt=""><figcaption></figcaption></figure></div>

* Resolved the upload mismatch between GSTN and Clear caused by data reflecting only after the ITC is saved and proceeded to the next step \[EA release]
* Support for Ineligible Action on 6A vs PR recon on both 6A as well as PR documents.
* Support for JSON download Under Actions in G6 flow.

**GSTR-4( Only for CA/SME customers, not for enterprise users- EA release)**

We are excited to introduce the GSTR-4 (EA) form for our CA-SME customers. This new feature will help  composition taxpayers to file their annual return

**Key Features:**

* Prepare GSTR-4
  * **Data Auto-fill from Purchase Register and manually on UI for outward supplies:**\
    The GSTR-4  form allows auto-filling of data using inward supplies registers (Purchase Register) for smooth filing, Users will have an option to input the details of outward supplies on UI based on
  * **Review and Update Data:**\
    After Auto -filling based ingestion,  and manual input users will be able view section level data based on ingestion and input
  * **Upload to GSTN:**\
    Once all data is confirmed, you can upload the data to GSTN directly from the tool

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FQyPbHrRKDuyrnnM5AyXG%2Fezgif.com-animated-gif-maker%20(1).gif?alt=media&amp;token=e185acc5-7cbb-43d4-a9ee-30a2088d52ab" alt=""><figcaption></figcaption></figure>

**GSTR-4A report(for CA/SME customers)**

We are excited to introduce the new framework for GSTR-4A(Only for composition tax payers)  on the data browser platform, bringing several key enhancements for users:

* **Faster Excel Download:** Quicker downloads for your GSTR-4A in Excel format.
* **Download Data Based on Filters:** Users can now download data tailored to the filters they’ve applied.
* **Filterable Excel:** The downloaded Excel will now be fully filterable, enhancing data management.
* **Support for Manual Calculations:** Excel reports will also support manual calculations as number columns will store the same in number format, providing more flexibility in handling your data.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fj9RkgDfBb6N3xbACy6HZ%2Fimage%20(4).png?alt=media&amp;token=e941735d-d1ad-4b7c-bd7f-3226c3b1812f" alt=""><figcaption></figcaption></figure>

#### GL STREAM

Recent updates to the GL Reconciliation system include faster ingestion speeds, clearer error categorization, and improved data browsing. Key enhancements include grouping validation errors under "Ingestion Errors," adding document date fallback for better reconciliation, cleaning up error categories, and improving ingestion and table load times significantly

**1. Validation errors now grouped into clear sub-buckets**\
We’ve redesigned how ingestion errors are categorized in GL Reconciliation:

* Validation issues like **“Missing GSTIN”** or **“Invalid Document Number”** are now grouped under a dedicated **“Ingestion Errors”** sub-bucket.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FjZ3TXfC2vgOk4MYXXGH7%2Fimage%20(5).png?alt=media&amp;token=2c1b23e7-ab02-4260-b398-b6e9a20d2764" alt=""><figcaption></figcaption></figure>

* This replaces the earlier generic “Others” category, making it easier to understand what went wrong.
* Users can now **download errors in bulk,** fix them, and **re-upload the same file** with ease — reducing dependency on manual debugging.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FC9HPBIAENr68RZSJf08n%2Fimage%20(1)%20(1).png?alt=media&amp;token=7eacf05b-4065-47dc-9390-8da8b40acc12" alt=""><figcaption></figcaption></figure>

**2. Support for document date fallback in reconciliation**

* Previously, reconciliation relied solely on the **voucher date,** which led to mismatches when voucher details were missing.
* The system now uses **document date as a fallback,** significantly improving match rates, especially for existing customers where voucher info isn’t always present.

**3. Cleaner error categorization for ‘Different Company Code’**

* Documents with **blank company codes** will no longer be incorrectly flagged under “Different Company Code.”
* These documents are now more accurately routed to **“Zero Tax Value”** or **“Others”,** ensuring cleaner and more reliable error buckets.
* This reduces false positives and improves user trust in the error classifications.

**4. GL ingestion is now up to 95% faster**\
We’ve re-engineered the ingestion engine for high-volume performance:

* **1 million-row files** now ingest in \~2 minutes (down from \~20 minutes) — **a 90% improvement.**
* **10 million-row files** complete in \~13 minutes (down from \~267 minutes) — **a 95% improvement.**
* These upgrades deliver **quicker data availability** and **faster iteration cycles** for large enterprise teams.

5\. **Faster table loading and smoother data browsing**

* Users will now see **significantly faster table load times** across GL modules and the Data Browser.
* **P99** **latency** has improved by **68%**, dropping from **25 seconds to 8 seconds.**
* **Average response time** has improved by **75%**, going from **4 seconds to 1 second.**
* Issues related to **deep link filters** and **large file downloads** are also resolved, offering a much smoother experience when exploring data.

#### NOTICE MANAGEMENT

**AI Case Linking**

* Relevant cases will be automatically linked using AI and displayed in the Case view.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fz0bk7t1UDJJsb7ONykUz%2FFinal.png?alt=media&amp;token=dcf567d0-ef24-40d1-a29d-20b7d35eef41" alt=""><figcaption></figcaption></figure>

**Collapsible Categories in Case Details**

* Case details are now organized into collapsible panels for improved user experience. The categories include General, Key Dates, Total Demand Amount Details, and User Defined Details.
* Users can now include Contingent Liability, Remote Liability, and Provisioned Liability within the Total Demand Amount Details.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FByacq3V0wXdsQukD8jc1%2FScreenRecording2025-04-30at7.32.57PM-ezgif.com-censor%20(2)%20(1).gif?alt=media&amp;token=2f3f7e9f-118a-43cd-b5f1-7b5f3bb9c5c8" alt=""><figcaption></figcaption></figure>

**Delete Functionality for Manually Uploaded Documents**

* Users can now delete manually uploaded documents from the Attachments section.in the Notice case view

**Ability to Mark ITR and TDS Cases as Closed**

* Users can now close ITR and TDS cases by changing their status to "Closed” in the Case details section

#### TDS

**Net-off Recommendations Report**

* Credit notes & Reversal entries (Entries with negative Taxable and TDS amount) need to be net-off against the Invoice entries prior to reporting in TDS 26Q, 27Q returns. We have enabled “Recommended Net-offs Report” automatically recommending the Invoices against which the Credit notes and reversals can be net-off. These recommendations are made by considering entries pertaining to the same Vendor PAN, TDS section & taking into consideration of the entries pertaining to same Vendor Invoice number, PO number etc. Users can just download the Recommended Net-offs Report, review the net-off recommendations and import back the Excel to perform the net-offs at one go.
  * Note:
    * Currently the Net-off Recommendations are provided for entries within the same Qtr which covers 99% of the data
    * One-on-one net-off of negative entries against positive entries are recommended (i.e.)
    * Transaction IDs recommended for Net-off under “Recommended netoff reference no” column need to be copy-pasted into “Net-off Reference ID” column for carrying out the Net-offs.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fb7JSrGWXNzXMJCECBPFq%2Fimage.png?alt=media&amp;token=8bc8f6f6-78a9-4ecc-bf3b-27cd4da26bd6" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FTzRIEkFUxnUPE1xYWsdY%2Fimage.png?alt=media&amp;token=a0d358b2-239d-4da0-a98d-1f5eba0d1fc6" alt=""><figcaption></figcaption></figure>

**Preserving digital signature when password protecting TDS certificates**

* Certificates were password protected after digitally signing the certificates resulting in invalidating the signatures. This is resolved by password protecting the certificates prior to / along with singing the certificates.
  * Note: Password protecting the certificates works only for signing certificates using E-document signer (.pfx file) option. It is not supported for DSC signing currently

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F9qQwsyvFgGbNQV9cbdKx%2Fimage.png?alt=media&amp;token=6e85a7bf-1e7d-4436-a339-deee73dbdf58" alt=""><figcaption></figcaption></figure>

#### E-INVOICING

* **Enhanced e-Invoice LITE Report:** Added additional buyer details, including Buyer GSTIN and Buyer Legal Name, to provide more comprehensive buyer information
* **New API for e-Invoice Retrieval:** Introduced a new API that fetches e-invoice details based on document information, enabling seamless synchronization with ERP systems

### Clear Supply Chain

#### ACCOUNTS PAYABLES & VENDOR PORTAL

**Parking of Invoices**

We're excited to announce the Invoice Parking feature, designed to address challenges with complex ERP integrations and speed up customer’s time-to-value & Go-lives!

* Users can now create draft invoices in the ERP through the Clear AP portal and further make any amendments before posting the actual entry.

Key Highlights

* Configure workflows to send invoices for Parking or Posting based on business rules like Document Type, Accounting Type, and PO Type
* Invoices set to Park have less strict validation requirements, hence enabling the users to process 100% of their invoices through the Clear AP product despite having custom way of handling certain invoices at company level
* New "Parked in ERP" status and filter options.
* Option to override processing type (Park/Post) on the invoice details screen

### GCC

#### CLEARTAX E-INV

**New Features:**

* **Mapping devices to branches for easy document tracking**
  * Users can now select which devices map to which branch during device registration
  * This ensures that all invoices/documents generated from that device are shown under that particular branch for easy tracking
  * Users can easily identify the branches on the portal, use filters and track the documents in reports

**Enhancements:**

* **Additional validation special characters in invoice to reduce ZATCA errors**
  * Invoices which have a special character and fail with invoice hash mismatch error will now be flagged by ClearTax instead of ZATCA
  * Any special characters like emojis, symbols will be caught and flagged by ClearTax so that user can make corrections and resubmit the invoice
  * This validation catch will flag the error proactively and prevent unnecessary retries. Users can check and correct it accordingly
* **VAT exemption reason and code in edit flow for quick actions**
  * VAT exemption reason and code which are applicable to certain line items of an invoice are shown in easy readable form so that users can plan actions
* **Line identifier validation and auto computation for higher success rate**
  * In case serial number or line identifiers are not present in an invoice then those are highlighted with a quick error message to facilitate corrections and resubmission
  * In case of web users the line identifier will be auto computed if not provided by the user
* **Displaying device name instead of device id for easy identification**
  * Device name will be displayed instead of device id in all places to enhance user readability
  * Device id is a 16 bit unique code that is used as an internal reference number with ZATCA but not easy for users to understand. With device name users can easily identify the location and system of the device to plan further actions

**Bug Fixes**

* **Updates to the edit invoice functionality for easy invoice correction**
  * An invoice edited at a branch level which was shown under VAT is now shown correctly under the branch
  * Edit invoice will retain the branch information so that users can easily identify, search and filter invoices
  * Adjustment amounts in the invoice data will be retained as it is in the edit flow so that users do not have to calculate the values again
* **Generated date time in the API response corrected to improve readability**
  * The generation date time in the API response and ClearTax web portal have been updated to show correct time in KSA timezone as per the ZATCA attempt time

#### ZATCA VAT RECONCILIATION

**New Features:**

* **New buckets to classify reconciliation results**
  * Reconciliation logic has been updated to link on more fields and then classify into sub buckets to enable users to decide on next steps quickly
  * Documents that have different document date or document type or sale type are now linked and classified under ‘Suggested Match’ and ‘Mismatch’ buckets
  * Documents which have the same document number and amounts but have different dates or document type are classified under ‘Mismatch’ so that appropriate action can be planned
  * Buyer details are also considered in the reconciliation logic and any mismatches are highlighted

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FoPV4dgdwfCtKGIVOOs13%2Fimage.png?alt=media&amp;token=36221520-94fe-4d77-a3a1-fac4deb8996b" alt=""><figcaption></figcaption></figure>

### Malaysia

#### E-invoicing

**Search Taxpayer TIN (on UI)**

* Search taxpayer TIN functionality is now available for use from the product UI where user can get the TIN number based on the taxpayer details like name, id type & id value
* This helps the users in verifying the TIN details of their buyers, setting up customer master in ERP, reducing TIN related errors, etc.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FfCKXuE69Xe3aPh8splDJ%2Fimage.png?alt=media&amp;token=dd4f2231-efe2-4e3f-b52c-cc97d8204c77" alt=""><figcaption></figcaption></figure>

**Reconciliation at Branch level**

* The reconciliation module now supports branch-level reconciliation, providing result summary and matching status
* This enhancement helps users ensure accurate data reporting across all business entities and identify system-level improvements for compliance

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F0qZGwFrTKhcdPxQozRTW%2Fimage.png?alt=media&amp;token=0f32547e-202a-4a14-b353-abfde48386d1" alt=""><figcaption></figcaption></figure>

**Improvements**

* **Document Reference Fix:** Resolved an issue where only the first document reference number was printed when multiple documents reference numbers were provided
* **Improved Error Handling for Duplicate Requests:** Enhanced the handling of 422 error codes caused by duplicate requests within 10 minutes by improving error messages and reducing failure rates
* **UX Enhancement for e-Invoice Generation:** Updated the placement of the "Generate e-Invoice" button for sales invoices (B2B, B2C) and self-billed invoices to minimize accidental invoice generation by users

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FgzfjI8c6kUtn8NEGuvhT%2Fimage.png?alt=media&amp;token=6c07d2f8-4ec7-4de1-9556-e0b7009a8909" alt=""><figcaption></figcaption></figure>

#### Clear Identity

**PAN to MSME API:** We have onboarded new MSME API. User can fetch and validates MSME details of a company by providing a PAN in input. This API would be useful in effective handling of Vendor Onboarding tasks and to optimize supply chain operations.

## April 2025 |  Enhanced Notice Management and 26AS Recons &#x20;

This month’s updates include smarter GST tools with IMS Action recommendations, automated GSTR-1 adjustments, and improved GSTR-2B reports. Notice management now tracks reasons, supports TDS auto-closure, and allows Excel exports. For TDS, we’ve enhanced 26AS processing with TAN-PAN mapping and easier downloads.

#### Key Highlights of This Release

1. Introducing IMS Action recommendations, Unique Reference Keys for smarter IMS workflows, auto GSTR-1 adjustments, and enhanced GSTR-2B reports. (GST)
2. Enhanced notice management with tracking of notice reasons and demand amounts & TDS auto-closure when correction returns are filed. (NOTICE MANAGEMENT)
3. Enhanced 26AS algorithm for large-scale datasets, added TAN-PAN mapping visibility into mapped PANs for better Control, import history functionality allowing users to easily upload fresh data without clutter. (TDS)
4. Clear's AP now automates Return GRN adjustments with auto-filled line items from GRNs, while TDS simulation with exemption visibility ensures accurate vendor payments by eliminating surprises. (ACCOUNTS PAYABLE)
5. Now offering flexible reconciliation windows (daily/weekly/monthly) to suit tax teams' needs, with branch-level filtering to easily identify mismatches and missing invoices. (GCC)
6. ClearTax Malaysia now supports Auto-fetch e-invoices from MyInvois portal, in-product support ticketing, TIN verification API for error-free customer records. (E-Invoicing) (MALAYSIA)

### India

### Clear Compliance Cloud

#### GST

1. **IMS Action Recommendation**

We're excited to introduce IMS Action Recommendation, a powerful new feature designed to streamline your IMS document workflow and save you valuable time.

**What's New**\
Our intelligent system now analyzes your documents and automatically organizes them into logical sub-buckets across different categories. Each sub-bucket comes with recommended actions, taking the guesswork out of IMS document actioning.

**Key Benefits**

* **Smart Recommendations:** Receive tailored action suggestions for each document category
* **Flexible Filtering:** Toggle between actioned and non-actioned documents for better focus
* **Personalized Experience:** System remembers when you change a recommended action, allowing you to take 1 click bulk actions in future.
* **Detailed Document View:** Click "View Docs" to see all documents within any sub-bucket
* **Bulk Processing:** Apply actions to entire sub-buckets at once, dramatically reducing processing time
* **Seamless Govt. Sync:** Upload actions on the GSTN portal with a single click

\
This enhancement puts you in control while providing intelligent guidance, making IMS Actioning more efficient than ever. Experience the perfect balance of automation and flexibility with IMS Action Recommendation.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FkNGvv1eJNAw71rOmvvpV%2FScreen%20Recording%20Apr%2002%202025%20GIF%20Resizer.gif?alt=media&amp;token=18ce3c60-a816-41de-87f5-12965af1fd16" alt=""><figcaption></figcaption></figure>

2. **IMS vs PR Reference Key Columns**

**What's New**\
We've introduced three standardized reference keys that work across both IMS vs PR and GSTR-2B vs PR reconciliations:

* 2B Reference Key: Tracks IMS documents across IMS and GSTR-2B
* PR Reference Key: Consistently identifies Purchase Register documents
* 2B vs PR Matching Key: Identifies the matched document pairs across both reconciliation processes

\
**Benefits**

* Instantly see which documents have moved from IMS to GSTR-2B via simple filters.
* Eliminate the need to create your own reference keys to cross-reference documents between different reconciliations

This enhancement provides the clarity and consistency you've requested, making document tracking straightforward and efficient.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FA6hfLmoQl8eAO5IUvuRl%2FGIF%20Resizer%20Apr%202%202025%20(1)%20(1).gif?alt=media&amp;token=17668ca2-bc91-4c9b-9147-d1ee7830ed5a" alt=""><figcaption></figcaption></figure>

3. **Support for Auto-Compute of Advance Adjustments for GSTR-1 Filing**

In GST, advance adjustments help you adjust taxes paid in earlier months for an invoice issued in the current month. This ensures the right tax amount is reported in your GSTR-1.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F7SVjvmzYtC6jd7vQWu6G%2Fezgif.com-animated-gif-maker%20(19).gif?alt=media&amp;token=cb13512b-2cf3-4e41-af0b-36ed60a9a9b1" alt=""><figcaption></figcaption></figure>

**What’s New:**

* **For Integrated Users (With CCC):**\
  If you're an integrated user, we will now automatically calculate your advance adjustments by fetching the Customer Line Items Display Report. This will ensure that the correct adjustments are reflected directly in your GSTR-1.
* **For Non-Integrated Users:**\
  If you're not an integrated user, you can still manually enter the advance adjustment details. Just select "Advance Adjustments" as the document type and provide the invoice information you want to adjust. The adjustments will then show up as a summary in your GSTR-1, as required by the government.

4. **GSTR-2B Report Changes(EA Release)**

* We are excited to introduce the new framework for GSTR-2b Doc level and 2b line item level reports on the data browser platform, bringing several key enhancements for users:
  * Introducing two separate cards for document-level and line-item level reports. **Due to recent government changes following the introduction of IMS from sep’24, line-item details are no longer provided in GSTR-2B.** However, users can still access the previous line-item details via the 2B report(**This information, along with the official government announcement, is now available within the product inside the Business Selection modal)**, below are the cards from where user can access the reports:
    * 2B document level report( Document level report)
    * 2B Report(Line item level report)

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FpxdeaH5FyHB7ziuoOOw9%2Fimage%20-%202025-04-02T151246.820%20(1).png?alt=media&amp;token=4d152bfa-909d-4a9b-9a64-8cc44a541d09" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FipFmibw0RJYpHsRGgCTY%2Fimage%20-%202025-04-02T151253.006%20(1).png?alt=media&amp;token=244e32e1-927b-45cf-b40e-de893526f83f" alt=""><figcaption></figcaption></figure>

* **Support for IMS Rejected documents in 2b document level report**(Available at document level now), summary level details for IMS Rejected documents are not supported as of now.
* **Faster Excel Download:** Quicker downloads for your GSTR-2B document level report and 2b report(line item level reports) in Excel format.
* **Download Data Based on Filters:** Users can now download data tailored to the filters they’ve applied.
* **Filterable Excel:** The downloaded Excel will now be fully filterable, enhancing data management.
* **Support for Manual Calculations:** Excel reports will also support manual calculations as number columns will store the same in number format, providing more flexibility in handling your data.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FVRYmw8noDqMLRmzG3GQn%2FUntitled%20design%20(26)%20(1).png?alt=media&amp;token=4a65db19-c639-41b7-bf23-eb72514d4f03" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fdp1cB2Xmpd447zC3Haqd%2FUntitled%20design%20(27)%20(1).png?alt=media&amp;token=39f2b099-490a-42b5-9dfd-5f59f2e6bf7c" alt=""><figcaption></figcaption></figure>

**Note:** Line-item level details for previous periods can still be downloaded, along with sections where data continues to appear at the line-item level from the 2B report.

#### NOTICE MANAGEMENT

**Addition of Notice Reasons**

* Users can now add and track issues highlighted in notices along with corresponding demand amounts.
* This feature enables users to monitor notice reasons, generate analytics, classify demand amounts into contingent liabilities, provisions, and remote liabilities, and track demand changes over time.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F2EHVW4ARtM5G388iGBjC%2Fnotice-MadewithClipchamp-ezgif.com-speed%20(1).gif?alt=media&amp;token=d8a5f239-82db-40f0-8c4e-dbdbb0ebbf6e" alt=""><figcaption></figcaption></figure>

**Auto-closure of TDS Notices where correction returns are filed**

* Enhanced logic to ensure accurate counting of total open TDS notices.
* Default notices now auto-close upon filing of correction returns, ensuring that users view only notices requiring attention.

**Revamp of TDS Summary Page**

* The TDS summary page has been redesigned to:
  * Track the total outstanding demand amount across financial years and by business.
  * Provide visibility into the breakdown of demand amounts by Penalty, Interest, and Tax (short paid)

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F1yL1fEYYyzXPiTvrgnCd%2Fezgif-37f9582cd3c6ba.gif?alt=media&amp;token=20d81e31-062a-4ba8-8f76-4d901454620b" alt=""><figcaption></figcaption></figure>

**Pending Forum Information for GST Notices**

* Added a column for “Pending Forum” to help users understand the current pendency stage of a case.
* This enhancement is useful for tracking and internal reporting purposes.

**Assessee Name Display for ITR Notices**

* Assessee names associated with ITR Portal Notices are now fetched and displayed.
* This update ensures better prioritization and more efficient resolution of notices.

**Excel Exports for ITR and TDS Notices**

* Enabled Excel export functionality for ITR and TDS Notices.
* Users can now easily generate notice data in Excel format for offline analysis and reporting.

#### TDS

**Form 24Q FY 2024-25 Quarter 4 compliance changes**

* Standard deduction limit upto Rs. 75,000 allowed for New Tax Regime in the Salary details reported
* New column added in Salary details to report  amount of Tax deducted at source by other deductor(s). Until last FY, this value is reported under “Reported amount of Tax deducted at source by previous employer(s)”

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fd9bHxOYAVtHpMyMBmY2m%2Fimage%20-%202025-04-02T150733.579%20(1).png?alt=media&amp;token=5c169c79-6ffd-435e-b831-565d299f9c36" alt=""><figcaption></figcaption></figure>

**26AS**

**Import History for 26AS Reconciliation**

* Users can now access and manage previously ingested files, including the ability to delete outdated files as needed.
* This allows users to easily upload fresh data without clutter, ensuring they work with up-to-date information.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FJmjR3NgaefIIxi3LoQ26%2Fimage%20-%202025-04-04T141140.361.png?alt=media&amp;token=4455366e-38d1-47f0-b987-cdd4643a9b3f" alt=""><figcaption></figcaption></figure>

**Improved Handling of Large and Skewed Data**

* Users can now reconcile large and complex data sets more efficiently with an upgraded algorithm that includes cumulative matches and rule-level timeouts.
* This ensures faster processing, accurate results, and optimized reconciliation for even the most challenging datasets.

**Decoupled TAN-PAN Mapping for Better Control**

* Users can now see TAN-PAN mapping as a dedicated step in the reconciliation workflow, giving full visibility into mapped PANs for better clarity and expectation setting.
* In case of API failures, users are informed with details of success/failure scenarios and can retry mapping without needing to re-ingest files, saving significant time and effort.
* Mapping states are preserved, so users can track mapped PANs progress seamlessly and re-run mapping or reconciliation when ready.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FU6FUVbGnQXxAwhTRDrJh%2FScreenshot%202025-04-04%20at%202.42.10%E2%80%AFPM%20(1).png?alt=media&amp;token=854adbf4-0915-4c3d-9b36-28852e74b2f3" alt=""><figcaption></figcaption></figure>

**Effortless and Independent 26AS Form Downloads**

* Users can now download Form 26AS independently from the reconciliation process.
* By visiting the dedicated ‘Downloaded 26AS’ view, users can quickly and easily retrieve the files they need via TRACES.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FI85wZ0CRE57lyVs57SAM%2Fezgif.com-animated-gif-maker%20(20).gif?alt=media&amp;token=8e8b54d7-73ec-471a-b526-f0a73467b972" alt=""><figcaption></figcaption></figure>

**Match Percentage Visibility on 26AS Summary View**

* Users can now view match percentages directly in the summary, including TRL match metrics that highlight the percentage of matched documents and TDS amounts.
* This feature provides instant insights into reconciliation efficiency, helping users monitor accuracy and identify mismatches at a glance.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FHccG6kg34y1qocGgT0un%2Fimage%20-%202025-04-04T141726.891.png?alt=media&amp;token=c3ac9ffd-a285-464f-af8f-f2d1be95b827" alt=""><figcaption></figcaption></figure>

**Timestamps on 26AS Recon Flow for Better Tracking**

* Users now have access to detailed timestamps on the reconciliation workflow, showing when they placed a request, uploaded a file, or downloaded govt. data.
* This allows users to monitor activity more effectively, providing greater transparency and accountability throughout the process.

### Clear Supply Chain

#### ACCOUNTS PAYABLES & VENDOR PORTAL

**Handling Return GRN**

* Users can now account for the returns or cancellation of goods received at warehouse/plant level, while accounting a purchase invoice.
* The feature enables the fetch of Cancelled and Return Goods Receipt notes from ERP and automatically adjusts this with the Invoice validations - 3way match & while autofilling the line item from GRNs

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FvjOZNBn1cEfQ59ApgY9c%2Fimage%20-%202025-04-03T172303.944.png?alt=media&amp;token=ec74a59a-beca-4b63-8986-eba4eeca5075" alt=""><figcaption></figcaption></figure>

**TDS Simulation with Exemptions**

* Users can now confidently post the invoices without the need of a simulation at ERP cockpit level to validate the TDS & Exemptions related to the Vendor
* This simulation feature gives users the visibility on how much TDS is going to get deducted while accounting an invoice and also calls out the exemptions associated for the Vendor.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FFZ2ppWs9JuGd4y9fMUWp%2Fimage%20-%202025-04-03T172404.675.png?alt=media&amp;token=9cdaadb3-88b1-4435-94d9-a16aa633cbb3" alt=""><figcaption></figcaption></figure>

**Line item column re-order**

* Users can now reorder line items to their convinence and focus on the parts they are responsible for
* This feature minimizes unnecessary scrolling and clicking, allowing users to process invoices faster and with fewer interruptions. By streamlining the layout to suit individual preferences, users can handle more invoices in less time, contributing to better overall performance

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F9oJlf6zR2N9ueGFQf9eF%2FUntitled%20design%20(11).gif?alt=media&amp;token=944ef5d4-428f-419b-9c24-39c11e027c4b" alt=""><figcaption></figcaption></figure>

### GCC

#### ZATCA VAT RECONCILIATION

**New Features:**

* **Flexible reconciliation window of daily/weekly/monthly that suits the tax team:**
  * Choose the reconciliation time period that is convenient to the tax team with the flexi recon window that allows reconciliation for a day, multiple days, a week or a month
  * Tax team can easily select the time period which is suitable to them and consume results for at the start of reconciliation. For ex: Retail businesses reconcile daily while some businesses like to reconcile weekly or monthly
  * The flexible time window allows the tax teams to reconcile for any number of days so that exact days on which invoices were missed or invoices mismatch can be identified
  * This helps in breaking the reconciliation into easily traceable time windows so that corrections and process changes can be made
* **Filter recon results by branch and assign corrective actions to branch folks**
  * Users can filter the reconciliation results by branch to view the mismatches and missing at a branch level to plan the next set of corrective actions
  * Tax teams can easily identify the branches with differences or missing invoices and direct them to make corrections before the monthly VAT filing
  * Tax teams can also quickly identify the fields where there is a difference and the quantum of difference. This will enable them to make any quick edits that maybe required to the VAT filing summary at the last minute

### Malaysia

**E-invoicing**

**Auto-fetch purchase invoices from LHDN**

* This featureID enables taxpayers to download purchase invoices automatically from the MyInvois portal
* The taxpayers need to store client id and client secret keys generated from their MyInvois account on the ClearTax product
* Using the credentials, the purchase invoices generated against the TIN is fetched and synced in the ClearTax product

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FxEWlG4u9BVpBmOekvBDa%2FScreenshot%202025-03-31%20at%202.40.38%E2%80%AFPM.png?alt=media&amp;token=474b5e0e-207e-43c9-9124-ab9ad5793f3f" alt=""><figcaption></figcaption></figure>

**Support help desk in product to raise tickets**

* Support help desk is now available on the product using which the users can directly raise support tickets, track the status of their previous tickets
* Users can provide the details of the issues and can add files, screenshots for reference

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FuAcMkMcl0YdL2BpV0x2t%2FScreenshot%202025-03-31%20at%202.45.22%E2%80%AFPM.png?alt=media&amp;token=6ec7c57d-6660-4023-bfbf-c07e15ebb4a4" alt=""><figcaption></figcaption></figure>

**Search Taxpayer API**

* A new API has been introduced for the users to search taxpayer TIN based on the taxpayer details like name, id type & id value
* This helps the users in verifying the TIN details of their buyers, setting up customer master in ERP, reducing TIN related errors etc

**Product release notes on product UI**

* Release notes for product updates and new features can now be accessed from the product UI on the homepage by clicking on the “Product Release Notes” card

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FttJVenhGLGkFAFs3kior%2FScreenshot%202025-03-31%20at%202.49.52%E2%80%AFPM.png?alt=media&amp;token=ab04adfe-03d9-470f-b792-ff91d4fca2a2" alt=""><figcaption></figcaption></figure>

**Product Enhancements**

* Custom print templates are now available and can be mapped at branch level. These CPTs can also be configured for the auto-email delivery feature.
* “Govt QR code” field is now available in both LITE and detailed csv report downloads. This fields helps in accessing the QR code field which can be used on print PDFs
* A validation has been added to check “ ; ” in the document number field and block the ingestion of such invoices if present
* Fixed and improved the handling of duplicate request if a previous requests is already in progress.

## March 2025 | Introducing AI-powered Notice Reviews

This month, we are supercharging the all compliance workflows: AI-powered notice reviews, group tagging for better ITC management, GSTR-1A filing -- along with advanced matching, richer insights, and enhanced filters in GL-Stream.

#### Key Highlights of This Release

1. Enhancing notice management with Reference ID search, latest communication sorting, reply date visibility, and AI-powered PDF data extraction for faster review. (NOTICE MANAGEMENT)
2. Introducing GSTR-1A fling, enhancements in ITC reversal under Rule 42, enabling permanent ITC reversals, and group tagging for smarter ITC actions. (GST)
3. GL reconciliation is now faster and more accurate with smarter matching, deeper insights, enhanced filters, improved performance, and a new Admin role. (GL-Stream)
4. With Lifecycle Management, customers can now get in-product tax invoices and credit notes, automated payment reminders, easy payment submission, and role-based access control for streamlined billing. (CLM)
5. ClearTax Malaysia now supports bulk invoice emailing, automatic LHDN sync, faster bulk actions, API-based custom fields, and improved user invitations. (MALAYSIA)

### India

### Clear Compliance Cloud

#### NOTICE MANAGEMENT

**Reference ID Search Capability**

* Added Reference IDs to the PAN/GSTIN case list screen to improve reconciliation with notices issued on the GST portal
* Implemented search functionality for Reference IDs, enabling faster identification of cases with new updates
* This enhancement streamlines notice management by making it easier to locate and track specific notices

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F5CfBFtvYJ8a2PjtdhFrh%2FRefID%20(3).gif?alt=media&amp;token=9ebfc701-729c-48a5-9185-1ffb60b645ef" alt=""><figcaption></figcaption></figure>

**Improved Default Sorting**

* Changed the default sort order of notices to display by Latest Communication date
* Recent notices now appear at the top of the list, ensuring high-priority items receive immediate attention
* This change helps users quickly identify notices requiring urgent action

**Reply Date Visibility**

* Added the reply date of the latest issued reply to the PAN/GSTIN case list screen
* This feature provides a quick visual indicator of whether a reply has been issued for notices with approaching deadlines

**Automated PDF Information Extraction (EA)**

* Implemented advanced AI technology to automatically extract critical information from GST Notice PDFs
* Key data now extracted includes:
  * Demand Amount
  * Due Date
  * Form Name
  * Signing Officer Name
  * Jurisdiction Details

This intelligent extraction enables users to review essential notice details at a glance without manually opening each case. Users can now:

* Prioritize high-value notices with significant demand amounts
* Never miss critical deadlines with at-a-glance due date visibility
* Quickly distinguish between actionable notices and informational communications
* Improve workflow efficiency and response time for time-sensitive notices

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FzUc77aRoj9bShYub2zxa%2Fezgif.com-animated-gif-maker%20(15)%20(7).gif?alt=media&amp;token=88c653a9-54e0-404b-a4f2-58dc86d5de2b" alt=""><figcaption></figcaption></figure>

This enhancement transforms notice review from a manual process to an intelligent, streamlined workflow that helps users focus on what matters most.

#### GST

1. **GSTR-1A Filing**\
   We’re excited to introduce a new feature that makes it easier to correct or add details to your outward supplies in GSTR-1A.\
   You can now prepare, validate, and file GSTR-1A directly through our platform in a few simple steps.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FcQl0ch1OG0vbDYZJ7r0m%2Fezgif.com-animated-gif-maker%20(10)%20(1).gif?alt=media&amp;token=a903412f-662d-4e72-9fd0-63dd5b85c80d" alt=""><figcaption></figcaption></figure>

**Key Features:**

* **Easy Filing on Web:** File your GSTR-1A directly from our website without any hassle.
* **Manage Everything at PAN Level:** Handle all tasks like preparing, activating OTP, uploading to GSTN, filing, and viewing your summary all in one place.
* **Auto-Compute Summaries:** Your GSTR-1A summaries will be automatically calculated for accuracy, saving you time.
* **Data Comparison:** Compare your uploaded data with the GSTN summary to ensure everything matches perfectly.
* **Error-Free Validation:** We’ll check your data against government filings to help eliminate errors, so you don’t need to worry about rework.

This new feature makes filing easier, faster, and more reliable.

2. **Support for Rule 42 in ISD Documents**&#x20;

   We’ve added a new setting that automatically handles the reversal of Common ITC for ISD documents where Rule 42 is applicable under GSTR-3B.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FMsukRythDRS49sjzGbDk%2Fimage%20(89).png?alt=media&amp;token=0e366d33-38f6-4eee-99e8-4a857970b2de" alt=""><figcaption></figcaption></figure>

This setting will help streamline your compliance process and ensure accuracy.

**What’s New:**

* **Automatic Reversal of Common ITC:** All GSTR-2B documents linked to ISD will now default to “Common Credit.”, if the same is enabled through settings.
* **Simplified ITC Reversal:** The system will apply turnover ratios to eligible documents and display ITC Reversal details in the “Rule 42” section of GSTR-3B.

This update ensures that you stay compliant with Rule 42 without the extra manual work.

3. **Support for Permanent ITC Reversal through ITC action**\
   To address common challenges with ITC reversals, we've introduced a **Permanent ITC Reversal option**\
   This feature helps users permanently reverse ITC for invoices where ITC was mistakenly claimed or for other situations like duplicate invoices or unclassified eligibility.

   **Key Features:**

   1. **Permanent Reversal Action:** A new option under the existing ITC reversal action called "Permanent Reversal" ensures that ITC is permanently reversed, preventing future claims for the same ITC to reverse the ITC permanently
   2. **User Confirmation:** Before applying the permanent reversal, you’ll be prompted with a warning: "Are you sure you want to permanently reverse the ITC? Once reversed, you will no longer be able to claim this ITC in the future."

<div align="right"><figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FWs3ZfCO8G7EHpmww6HMd%2Fimage%20(90).png?alt=media&amp;token=d5701887-4d53-4596-a4b2-51b82b737dea" alt=""><figcaption></figcaption></figure></div>

* **Excel Reingestion Support:** Users can also perform permanent reversals directly through Excel reingestion.
* **UI and Reporting Updates:** The "Permanent Reversal" status will be reflected in the reconciliation document-level UI and in the downloadable Excel report, including updates to the Table 4 report to reflect permanent reversal amounts.

**4. Group Tagging- EA Release**

We’re excited to introduce group tagging feature in reconciliation

* Users can now create groups based on related transactions in the document view of reconciliation.
* Groups can be assigned names for easier identification.
* The original match status of documents will be retained, even if they are part of a group, for better visibility of match status and actions.
* ITC actions can be applied to documents within a group, with each line item having a separate impact on Table-4 based on the ITC actions taken.
* A payment settings option will allow payment-related decisions to be made for documents within a group, regardless of their match status.
* Groups can be searched on the UI using filters such as group ID, group document, and group name.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F2DTiG2BPp7XWGqbzFy4q%2Fezgif.com-animated-gif-maker%20(11)%20(1).gif?alt=media&amp;token=a99a6861-fd91-4945-aec1-c2b5099e4097" alt=""><figcaption></figcaption></figure>

[Product Guide](https://docs.google.com/presentation/d/1UCLDqCv_tSstS2Iw8dVE423CLr2DhJuuFBEnDgmiNrw/edit#slide=id.g13044f2f973_0_0) for G**roup Tagging**

**GSTR-2A and 6A Report changes(EA Live)**

We are excited to introduce the new framework for GSTR-2A and 6A reports on the data browser platform, bringing several key enhancements for users:

* **Faster Excel Download:** Quicker downloads for your GSTR-2A and 6A reports in Excel format.
* **Download Data Based on Filters:** Users can now download data tailored to the filters they’ve applied.
* **Filterable Excel:** The downloaded Excel will now be fully filterable, enhancing data management.
* **Support for Manual Calculations:** Excel reports will also support manual calculations as number columns will store the same in number format, providing more flexibility in handling your data.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FW9DwzPQ0HLRt4F0ujpRu%2Fezgif.com-animated-gif-maker%20(17).gif?alt=media&amp;token=1ec9d9fb-ff44-4507-96a1-500637e4198d" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F7Tw5WtfPfKqdapmefE6A%2Fezgif.com-animated-gif-maker%20(18).gif?alt=media&amp;token=aa12f4bb-393c-4710-ac30-0c30e4c12df3" alt=""><figcaption></figcaption></figure>

#### GL STREAM

We have introduced significant enhancements to make GL reconciliation faster, more accurate, and easier to manage. Here’s what’s new:

**Improved Matching for Smarter Reconciliation**

Several enhancements have been made to improve reconciliation accuracy when key fields are missing or inconsistent:

* **Handling Missing Company Code in Sales/Purchase Register** – If reconciliation fails due to a missing company code, the system now applies fallback matching using available fields such as Voucher Number and Fiscal Year.
* **Correction for Leading Zeros in Voucher Numbers** – The system now automatically detects and removes leading zeros to ensure correct matching.
* **Document Number-Based Matching** – If fields like Voucher Number and Fiscal Year are unavailable, reconciliation now considers Document Number for improved accuracy.

**New Sub-Buckets for Deeper Insights:**

We’ve introduced additional sub-buckets to provide more granular insights into the financial data. The updated logic identifies:

* **Duplicate GL Entries** – Identifies cases where the same entry appears multiple times.
* **Multiple Invoice Numbers for the Same Voucher** – Highlights inconsistencies where different invoices are linked to the same voucher.
* **No GST Liability Category** – A new classification to help separate cases where no GST needs to be paid. \[Rev GL vs SR]

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FwNEdJwNKPt0Y5lZb52YB%2FScreenshot%202025-03-05%20131841%20(2).jpg?alt=media&amp;token=7e0b8305-f893-428f-aca3-2c57b2327abc" alt=""><figcaption></figcaption></figure>

**New Filters for Greater Control**

* **Document Type Filter for GL Data** – Users can now run reconciliation for specific ERP document types
* **Business Place & Business Area Filters** – Additional filtering options allow users to refine GL recon based on relevant business locations.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Ff6SS8sXjLSNWHg0uj5TE%2FScreenshot%202025-03-05%20131841%20(3).jpg?alt=media&amp;token=2f877451-7f58-49b7-a9b7-bad8cc916493" alt=""><figcaption></figcaption></figure>

**Performance Enhancements and UX Fixes**

* **Improved Notification Messages** – Clearer communication to help users understand system actions and reconciliation outcomes.
* **Optimized Processing Speed** – Significant improvements in performance, allowing the system to handle large data volumes more efficiently.
* **Greater System Reliability** – Reduced errors and a more seamless user experience.

**New Admin Role for GL Stream**

* We have introduced an **Admin** role within GL Stream, eliminating the dependency on the workspace admin.
* Users can now be invited as Admins, giving them direct access to **GL Reconciliation and Data Browser** capabilities without requiring workspace-level permissions.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Ff1qMJwVqAyquVpYsBagA%2FScreenshot%202025-03-05%20131841%20(4).jpg?alt=media&amp;token=a720c891-d4f7-4ac4-9447-a8dec072bf74" alt=""><figcaption></figcaption></figure>

#### CLM

**Tax Invoice & Credit Notes on Product UI with Automated Payment Reminders**

**Tax Invoice & Credit Notes on Product UI:**

Successfully implemented the functionality to display billing details, tax invoices and credit notes, including downloadable PDFs, directly within the product UI. This feature is now live and can be accessed under **Global settings → Subscriptions → Billing History**.  Users can now view billing details, can preview & download tax invoices and credit notes directly from the product UI.

*Tax invoices & Credit Notes:*

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FvS8ke3XJe9D7Fa3TUxGE%2Fezgif.com-animated-gif-maker%20(14)%20(1).gif?alt=media&amp;token=9b074e39-8b59-4483-b58b-975e02634ee1" alt=""><figcaption></figcaption></figure>

**Payment reminders:**

Introduced payment related product notifications with access controls to improve transparency and streamline overall cash collection processes. Users will now receive payment reminders and have the ability to submit payment details for faster reconciliation over the product UI.

**Key Updates are around:**

**1. Tax Invoice Issuance:**

* Notification Trigger: When a tax invoice is generated
* Visibility: All users see the notification; only Admins can view invoices and take necessary actions.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FubHP01sFMLcgj7jbbibm%2Fimage%20(91).png?alt=media&amp;token=2ad178f4-dff1-49bf-8bc1-fab22922dac8" alt=""><figcaption></figcaption></figure>

**2. Invoice Due Reminders:**

* Before Due Date: Automated reminders sent at strategic intervals based basis agreed payment terms.
* After Due Date: Daily reminders until the invoice is marked as "Closed."

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FqUZMoUvTYk08QwHDgyTv%2Fezgif.com-animated-gif-maker%20(12)%20(1).gif?alt=media&amp;token=543e29d0-7fcd-48eb-960b-ea31f75b4455" alt=""><figcaption></figcaption></figure>

**3. Payment Notifications:**

* Partial Payment Received: Triggered when a payment is received, but the invoice remains "Open." Repeats every 24 hours until fully paid. Users can now submit payment details to expedite reconciliation.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F5SGXZ3yjEQz5XlF5sYla%2Fimage%20(92).png?alt=media&amp;token=8ac90530-24a9-49a6-9ff9-78e742545ce7" alt=""><figcaption></figcaption></figure>

**4. Role-Based Access Control**

* Only Workspace Admins can access tax invoice, all users to view notifications.

**GST Renewals with IMS Pro Free Trial (IMS vs PR recon)**

Launched GST renewals with IMS Pro free trial as an integrated add-on within the product UI, utilising the current renewal flow to simplify the process and help customers explore and opt for IMS Pro. This development is designed to deliver a frictionless, self-service GST renewal experience.Key Highlights:GST renewal now with add-ons through an intuitive in-product experience.

* 7-day free trial of IMS Pro allowing users to explore the feature before finally opting in. Guided in-product walkthroughs ensuring a smooth upgrade journey.
* Clear pricing visibility in invoices and email communication, reflecting changes at all levels for end users.

**Key Benefits:**

1. GST customers can now evaluate IMS Pro with a 7 day free trial, explore it and make informed decisions directly within the product UI. This is applicable for all customers on GST advantage, GST premium and GST ultimate SKUs.
2. The automated renewal process eliminates the need for extensive manual interactions in proving demos or reactively account owners and CSMs for the same.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FW8EQsbAojT9oMU05kKuP%2Fezgif.com-animated-gif-maker%20(16).gif?alt=media&amp;token=0c5c740e-77e8-4579-9614-d90a4bc6ed4c" alt=""><figcaption></figcaption></figure>

**Guided Product Tour**

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FMZ1eLbV7s64ojCMIC5Ek%2Fezgif.com-animated-gif-maker%20(13)%20(1).gif?alt=media&amp;token=c3742dec-1f07-4bc6-9605-9a5be34e28d4" alt=""><figcaption></figcaption></figure>

Option to Upgrade at any given point of time:

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FpaUERHedCBQHtRyUca9P%2Funnamed%20(17).png?alt=media&amp;token=2868945b-d92f-4178-92f5-b840f476b1c0" alt=""><figcaption></figcaption></figure>

### Malaysia

#### E-Invoicing

**New Features/Enhancement:**

* Sending invoices in bulk is now supported via email on the product
* Automatic sync up of invoice status with LHDN for e-invoice in “Submitted” state
  * Invoice status might not be updated on ClearTax due to LHDN API slowness/downtime, which has been fixed by automatically syncing it in the product
* Optimisations of the bulk actions in the product like print, download report etc to increase the success rate and speed
* Line item level custom fields are now supported via API
  * The custom fields are available in report downloads and print templates
* Improved the user invitation flow and fixed the business hierarchy selection to handle high number of TIN and branch selection
* Number of invoices in the print action has been set to 10,000 in a single request on the UI to increase success rate of high volume concurrent requests.

## Feb 2025 | Accurate IMS Actions with IMS vs PR Recon

This month, Clear introduces IMS vs PR reconciliation with bulk actions, MaxITC with decoupled payment recommendations, and enhanced CA SME workflows including CMP-08 filing and GSTR-1 JSON download. Accounts Payable gains smarter vendor access, invoice mapping, and error-based approvals

### Key Highlights of This Release

1. Now supports IMS vs PR reconciliation with tracking of removed documents, modification detection, bulk actions via Excel, and seamless linking/de-linking. (GST)
2. MaxITC now offers decoupled payment recommendations, manual generation, updated report access, unified GST navigation, and enhanced vendor communication. (MaxITC)
3. For CA SME customers, CMP-08 is enabled for easy quarterly tax payments, and JSON upload functionality is introduced for effortless GSTR-1 filing  (CA SME)  (GST)
4. Clear Accounts Payable now supports configurable vendor access, smarter invoice mapping, freight handling, multi-SRN processing, undo-redo, error-based approvals, and PO/GRN overrides. (ACCOUNTS PAYABLE)
5. Clear E-Invoicing new feature includes LHDN-aligned consolidation, E-Invoice v1.1, a reconciliation hub, SFTP uploads, JSON Delete API, invoice reuse, and B2C portal enhancements. (E-Invoicing) (MALAYSIA)

### India

### Clear Compliance Cloud

#### GST

**IMS vs PR Recon (EA)**\
\
We’re excited to introduce **IMS vs PR Reconciliation (EA)**, a powerful reconciliation tool designed to help customers identify actions for their IMS documents.

**Key Features and Enhancements**

**1. Identification of Removed or Modified IMS Documents**

* **Removed Documents:** IMS documents actioned via Clear will remain stored even if removed from the Government portal. The last updated copy and action taken will be available for reference, with the "**IMS Document Status**" marked as "**Removed**".
* **Modified Documents**: Previously actioned documents that are modified by the vendor or updated via another portal will be flagged as "**Modified**" under "**IMS Document Status**" for easy identification.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FqrOMOF3ti2g5Do4g6BPt%2FGIF%20Optimizer%20and%20Compressor.gif?alt=media&amp;token=fb306001-1646-4bd9-b399-b6571ca0601a" alt=""><figcaption></figcaption></figure>

**2. Bulk Actions via Excel Ingestion**

* CCC customers can download the reconciliation report, enter the action values in **IMS Action (Clear Platform)** \[Acceptable values: "Accept", "Pending", "Reject", "Reset"], and re-upload the Excel file to take actions in a single go.
* Once uploaded on Clear, users can  click on "**Upload Actions to IMS**" button, to ensure all actions are also reflected on the Government portal.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FoyMjA1k3HQDIoUWfHBGY%2FOptimize%20Animated%20GIF%20(1)%20(1).gif?alt=media&amp;token=be8f78dd-67ac-4bc0-a3a9-bc513c7d17f9" alt=""><figcaption></figcaption></figure>

3. **Unique Matching Key for Bulk Actions**

* Users can download the reconciliation results in an excel file. Once downloaded, they can decide actions for the required documents. Now, to take these actions on Clear, they can simply use “Matching Key” value.
* A **Matching Key** filter can filter up to **3,000 matching keys per attempt**. Once filtered the user can bulk select the documents and take the required action.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F2DGBauD1GX6OAsm1Bn5R%2Fimage%20(76).png?alt=media&amp;token=4eb7b6a1-9146-4013-90f1-b47d95483c6a" alt=""><figcaption></figcaption></figure>

**4. Link / De-Link Documents**

* To **link 2 standalone IMS and PR documents** which are not automatically linked by the system you simply need to select them—an action button “**Link Documents**” will automatically appear using which the linking can be done.
* Similarly, **de-linking** documents which are linked incorrectly by the system is seamless—simply select all the linked IMS and PR documents that you want to de-link Documents, and a “**Delink Documents**” button will be available to separate them.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FMGKo4R0xYJizbqBi9EOr%2FOptimize%20Animated%20GIF%20(3).gif?alt=media&amp;token=9edda0df-547f-4306-b920-0158de6385a1" alt=""><figcaption></figcaption></figure>

**NOTE**

**Exclusion of Rejected/Pending Documents from 2B vs PR Recon**

Documents **marked as Rejected or Pending in IMS** will no longer be included in 2B vs PR Reconciliation.

* If an ITC action was taken on a GSTR- 2B Document or Link before rejection in IMS, users must **reset the previous action and rerun reconciliation** to take any further action on those documents.
* **Report for Rejected Document**: Rejected IMS documents will be available in the "**2B Report**" under reports section.
* **Easy Identification and Filtering:** These documents will be categorized under the sub-bucket "**Govt. Deleted after ITC Actions**”.

**GSTR-1 Report Changes(EA release)**

We are excited to introduce the new framework for GSTR-1 reports on the data browser platform, bringing several key enhancements for users:

* **Faster Excel Download:** Quicker downloads for your GSTR-1 reports in Excel format.
* **Download Data Based on Filters:** Users can now download data tailored to the filters they’ve applied.
* **Filterable Excel:** The downloaded Excel will now be fully filterable, enhancing data management.
* **Support for Manual Calculations:** Excel reports will also support manual calculations as number columns will store the same in number format, providing more flexibility in handling your data.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FLR9QCBRAzqIaRkDisCNZ%2Fezgif.com-animated-gif-maker%20(9)%20(1).gif?alt=media&amp;token=5387998d-9d9c-4c5a-8a4a-5f969148aeab" alt=""><figcaption></figcaption></figure>

#### MaxITC

**Payment Recommendation Decoupled from Regular Reconciliation**

We have streamlined the reconciliation process by **separating payment recommendation** generation from regular reconciliations.

**Key Updates**

* **Regular reconciliations** will no longer trigger a new **payment recommendation** automatically.
* To generate a **new payment recommendation**, go to **Document View** in the **Vendor Payment** window and run the required reconciliation.
* To **view the Payment Recommendation** in the **Reconciliation Report**, use the **View Results** button in the notifications to navigate to the reconciliation and download the report. The normal reconciliation report will no longer contain the Payment Recommendation.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FYDKmZnBZARz5sFfIncs2%2FOptimize%20Animated%20GIF%20(2)%20(2).gif?alt=media&amp;token=5542c1b7-ea8b-4817-9733-4b59443ba30f" alt=""><figcaption></figcaption></figure>

**MaxITC (Non-Payment Blocking use cases) → CCC Upgrade**

Customer who have been upgraded to CCC from MaxITC Non- Payment Blocking use cases, will now be able to access all advanced features from the GST tab itself. *They will no be able to access MaxITC card anymore*. Customers who have not been upgraded will continue having access to the card until communicated.

**1. Unified Access & Simplified Navigation**

* All **MaxITC features, vendor compliance, and advanced reconciliation** are now accessible from the **GST Reconciliation tab** for a seamless experience.

**2. Enhanced Vendor Communication & Settings Access**

* **Email vendors** directly from the **Vendor View** in Reconciliation.
* **Recon settings & Vendor Contact Master** are now under the **Settings tab** in GST.

You can refer to this communication for more details: [Link](https://docs.google.com/document/d/1JBGRCE1KZR3UsrZJ_-gLZloTBi7PRO2ZLhGs4EDUMd8/edit?usp=sharing).

#### CA SME

#### GST

**CMP-08( Only for CA/SME customers, not for enterprise users- EA release)**

* We are excited to introduce the CMP-08 (EA) form for our CA-SME customers. This new feature will help  composition taxpayers to make quarterly payments using the CMP-08 form, which serves as both a statement and a challan for self-assessed tax.
* **Key Features:**
  * **Data Auto-fill from Registers:**\
    The CMP-08 form allows auto-filling of data using outward and inward supplies registers (Sales Register and Purchase Register) for smooth filing.
  * **Review and Update Data:**\
    After auto-filling, review and update the taxable value, GST details, and more to ensure accuracy.
  * **Add Outward Supplies and Reverse Charge Transactions:**\
    Enter details for outward supplies and inward supplies that attract reverse charge
  * **Payment of Tax Section:**\
    Easily adjust negative tax liabilities and manage reverse charge payments with detailed guidance on how to enter values.
  * **Upload to GSTN:**\
    Once all data is confirmed, you can upload the data to GSTN directly from the tool

**GSTR-1 Upload using Json (Only for CA/SME customers, not for enterprise users)**

We are excited to introduce the JSON upload functionality for GSTR-1 filing, This new feature allows users to upload their GSTR-1 data in JSON format directly to the government.

**Key Features:**

* **GSTR-1 Json download option**: Users can now upload data in JSON format during Step 2 of the GSTR-1 filing process (Upload data to govt).
* **Easy Download:** After clicking the action button in the flow, users will have the option to download the JSON file.
* Once same is downloaded , user can upload it back to govt platform and thereby users  can file GSTR-1

&#x20;**Note** : Current functionality of Json download will be supported for file size upto 5mb/ or upto 3K documents.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FAKSU0bL7hX1U8IS3myO3%2Fimage.png?alt=media&amp;token=3f61609a-2841-4362-bf1e-55ef2eac8b94" alt=""><figcaption></figcaption></figure>

### Clear Supply Chain

#### ACCOUNTS PAYABLE AND VENDOR PORTAL

**New Features:**

1. **Configurable Vendor Access for Resources Visibility**

   We are excited to introduce a new enhancement in the Partner Connection module that enables Anchors to configure access for Vendors in a more granular and flexible way.

   Currently, an Anchor’s Vendor Master maintains one-to-one connections with Vendor Workspaces, limiting multi-vendor mapping and leading to inefficiencies in invoice sharing and assignment between Vendor and Anchor. This enhancement introduces configurability to optimise invoice processing.

**a. Granular Resource Access for Vendors**

Anchors can now control and assign visibility of critical workspace resources such as Branches, Users, and Routing Labels to their connected Vendors.

* Pre-configure which users/branches/labels Vendors can interact with.
* Vendors can assign invoices directly to specific users/branches at the Anchor’s end.
* Ensures sales invoices are shared with the right stakeholders in the Anchor’s organisation.

b. **Vendor-Driven Mapping for Better Invoice Assignment**

Vendors now have the ability to select and assign invoices to designated users, branches, or routing labels granted by the Anchor.

* If no access is assigned, these fields will remain hidden.
* This reduces errors and ensures invoices reach the right point of contact within the Anchor’s organisation.
* The invoice assignment will follow the Anchor’s Rule Configuration, ensuring automated processing.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FY9OEWgBdqwrqp9znJKJi%2FUntitled%20design%20(5).gif?alt=media&amp;token=f4ade424-b5ec-49c6-b160-2b9d96994826" alt=""><figcaption></figcaption></figure>

2. **Handling of Freight Conditions**
   * Users can now process and account for delivery-related invoices, including freight, packaging, and handling costs.
   * This feature allows seamless accounting for third-party vendors in a Purchase Order.
   * Ensures better visibility and compliance in handling logistics expenses

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FGKU0bPuVs8CbPcbWB5AJ%2FUntitled%20design%20(10)%20(1).gif?alt=media&amp;token=a462d2be-e254-44e5-8eae-7b214761cda8" alt=""><figcaption></figcaption></figure>

3. **Multi-SRN & Autofill**

* Users can now process invoices linked to multiple service receipt notes (SRNs).
* The user experience is also optimized to automatically fetch all the related SRNs based on an invoice number

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fdz0Ro0qqwMBZauRzBRqF%2Fsrn.gif?alt=media&amp;token=c56ad101-c6e4-4230-934c-8ed78e685604" alt=""><figcaption></figcaption></figure>

4. **Support of Undo-Redo**
   * Users can now undo and redo actions while processing invoices, preventing unintended changes.
   * This helps recover accidentally deleted line items or mistakenly edited fields.
   * An audit trail is maintained, allowing users to track and reverse specific actions within a session.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fkojs0ZXxFpG2GdXOBggc%2Fimage%20(71).png?alt=media&amp;token=4a197581-65ee-422c-bd0c-e534ec9b448b" alt=""><figcaption></figcaption></figure>

5. **Error Based Approvals**
   * Error codes are now available as approval variables, enabling policies based on specific errors.
   * AP Admins can define rules to ensure invoices with errors are routed to the right approvers before ERP posting.
   * This reduces manual exception handling and improves compliance.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FfgSa5xNHjXa4fZ89L4Pu%2Fimage%20(72).png?alt=media&amp;token=2be63869-7e42-479c-bb7f-91bcd68bd02b" alt=""><figcaption></figcaption></figure>

6. **PO/GRN Override**
   * Users can now override PO and GRN validations in cases where vendor details are missing or incorrect.
   * At times while creating PO users does not have proper visibility to who can handle the transport of the goods that purchase. This leads to a situation when the users might not maintain the vendors against a PO or maintain a vendor while the original transportation would be done by another.
   * With this override feature, users can now account invoices where the transportation vendor differs from the one listed in the PO. The system generates an error, which can be overridden with approval from designated approvers.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F3KXgunnxf1Fk5XjNxRwy%2FOverride.gif?alt=media&amp;token=abe6e3b8-77f8-4860-a0bc-043bf1ab3418" alt=""><figcaption></figcaption></figure>

### GCC

#### CLEARTAX E-INV

New Features:

* **Making it easier for users to register devices by auto filling serial number and other details**
  * Registering devices both online and offline is now easy as only fewer details are required from the user while the rest are auto-filled
  * Enter the business line/industry, ERP and location for which the device will be used to auto-generate a unique device name and EGS serial number as required by ZATCA regulations
  * Provide only the device name suffix as a unique counter and complete device registration by just  providing the OTP

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FFAYVnaUHYw1CqC3AXEdn%2FOffline%20-%20Adding%20Details%202.png?alt=media&amp;token=8e4fd356-e6a1-4fb7-a1a6-ff9eb6fa674b" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FF9tnFOQ3TaNiY723wH3Z%2FContinue%20(2).png?alt=media&amp;token=a47eface-9eac-4fe1-b252-f464e3adddf2" alt=""><figcaption></figcaption></figure>

* **New endpoint URL of ZATCA for better performance in e-Invoice generation on sandbox**
  * The endpoints of all the e-Invoice APIs have been updated to the new URL on the sandbox environment (ZATCA simulation)
  * This update has been done as per the inputs from ZATCA so that e-Invoice generation is seamless. The change in URLs would be done in production in the coming days with no exact date given
  * No impact on e-Invoice generation of users and no change is needed from users

**Enhancements:**

* **Email trigger status is in Lite report to help easy tracking of delivery of invoices to buyers**
  * Lite report now contains an additional column with the email status of the generated invoices that have been attempted to be shared over email
  * This helps users to check which invoices are triggered in the auto-email flow and retrigger those which have failed due to different reasons
* **Simplified API response for invoices originating from offline stores**
  * The API response of the reporting API has been simplified to retain only the relevant fields to make it easier to consume and interpret
  * Fields in the response that are always only null or blank have been removed to keep it simple and easy to understand. Refer to the API documentation to obtain the latest API response
* **ZATCA SDK updated to the latest version 3.3.9**
  * The software development kit of ZATCA used to sign electronic invoices has been updated to the latest version 3.3.9
  * This update ensures that the latest validations and improvements from ZATCA are incorporated to prevent any warnings or errors in e-Invoice generation
  * In the latest SDK a new rule BR-KSA-97 has been introduced and there are bug fixes to the rules BR-CO-17 and BR-S-09. Please refer to the ZATCA updates page of ClearTax for more details
* **Updated text on web portal and device registration for better user understanding**
  * Text and currencies in the onboarding flow have been localised to make it easier for users to understand and provide requisite information

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FmNw6lKtEAKFyvRaVerWl%2FOnboarding.png?alt=media&amp;token=0c4e12e8-2e05-48d5-ba45-ed9e8c1ada65" alt=""><figcaption></figcaption></figure>

* Accurate error message in case of failure during device registration
  * Updated the device registration flow to show accurate error message of failure
  * The field and the reason for failure is correctly indicated to help users take correct action and re-register devices successfully

### Malaysia

#### E-Invoicing

**Changes in consolidation logic**

The consolidation algorithm has been updated in line with LHDN guidelines, as now the relaxed guidelines for phase 1 customer is ending on 31st Jan’25

* Document number series is reported to the LHDN for invoices consolidated
* The document number series is updated in the product description and can be viewed on the invoice PDF and invoice details on UI
* The changes are applicable for B2B (sales & self-billed) and B2C invoices

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F2oRjcaTG1xTW3pRhkeWs%2FScreenshot%202025-01-31%20at%202.13.51%20PM.png?alt=media&amp;token=e18cf55e-5a8a-4731-9959-8cb3643c2afe" alt=""><figcaption></figcaption></figure>

**Support for E-invoice version 1.1**

* Invoices reported from ClearTax systems to LHDN are now digitally signed to support E-invoice version 1.1
* Users can verify the e-invoice version by scanning the QR code on the invoice

**Landing page for reconciliation**

* Improved the discoverability and navigation for reconciliation by adding a landing page for reconciliation which is also accessible from the side bar
* All reconciliations can be access from this section - Sales e-invoice Vs SR and Self billed invoices vs PR

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fp3wImWOh0b8W0IgTUGdw%2FScreenshot%202025-01-31%20at%202.32.29%20PM.png?alt=media&amp;token=b0175bd7-1699-4877-8d35-0d8da03bbe89" alt=""><figcaption></figcaption></figure>

**Enhancements:**

* Support to upload B2B (sales and self-billed) invoices on the product via SFTP. Users can come on the UI to consolidate these invoices.
* Added support for JSON format in response of Delete API
* Regeneration of cancelled invoices on the same invoice numbers is supported for both API and manual ingestion (via UI)
* Same invoice can now be used across different document types - invoices, CRN, DBN, Refund note for e-invoice generation

**Enhancements on the B2C customer portal**

* Improved the user experience to handle slow latency in LHDN response when generating e-invoices (invoices stuck in submitted state) by providing clear communication and redirection

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FQwLr1N6G6AniTNDubkdO%2FScreenshot%202025-01-31%20at%202.26.11%20PM.png?alt=media&amp;token=58bd0f04-a928-4b9a-8543-ac9ec32570cf" alt=""><figcaption></figcaption></figure>

* Handled the issue of new user signup flow when logging out from account by retaining the same customer portal URL upon logout.

## Jan 2025 | Making Your Workflows Simpler

This month, we have enhanced GST workflows with custom field visibility and auto-compute options, improved GL-Stream with faster operations and saved filters, and introduced smarter updates to Notice Management, TDS compliance, and Accounts Payable for seamless reconciliations and streamlined processes.

### Key Highlights of This Release

1. Clear’s GST now supports custom field visibility in Table 4, ISD PDF downloads in GSTR-6, and the option to disable auto-compute in GSTR-1 settings. (GST)
2. GL-Stream now includes saved filters for easier reuse, enhanced GL view sorting, improved debugging details, and significant speed improvements. (GL-Stream)
3. Auto-extension of e-way bills with “IN TRANSIT” consignment type and daily reporting for seamless management. (E-INVOICING & E-WAY BILL)
4. Notice Management now offers granular user roles, GST refund notice tracking, and improved Excel reports with appeal cases, state names, and case timelines. (NOTICE MANAGEMENT)
5. LLM-powered updates enhance PO matching, bulk retry for failed ERP invoices, and automate GRN linking to invoices. (ACCOUNTS PAYABLE)
6. Now offers auto-trigger e-Invoice emails to buyers, with enable/disable options and status tracking on the 'Documents' page. (GCC) (CLEARTAX E-INV)
7. Clear’s E-Invoicing new features include Product Health status, alerts, and an Email API to send invoice PDFs. (MALASIYA) (E-INVOICING)

### India

### Clear Compliance Cloud

#### GST

**Support for Custom Fields in Table 4 - Document Level Report**

* **Custom Field Visibility:** Custom fields added during the creation of the purchase template can now be viewed at the document level within the **Table 4: Document Level Report.**

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FoLoJlz7Y7u3xnvXs0xsz%2Fimage%20(55).png?alt=media&amp;token=08220e24-f72c-40d6-8589-fbb5a778f0f5" alt=""><figcaption><p>Note: This will be available post G1 filling</p></figcaption></figure>

**Support for Download of ISD PDF (In GSTR-6 flow) - EA Release**

* Users can now download invoice copies in PDF format from the GSTR-6 filing flow. These can be downloaded in bulk or individually.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FpUXdw78wHNsi4oNLe3Wp%2Fimage%20(48).png?alt=media&amp;token=715c3efb-393e-443d-859a-6a9903f68d1a" alt=""><figcaption></figcaption></figure>

Under action button option to download Pdf copy is available in GSTR-6 flow and data overview page for GSTR-6

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FhiMVjvKJODCbWurbNSju%2Fimage%20(49).png?alt=media&amp;token=e47cd7b6-e0b2-4b35-8303-f269b22e57bc" alt=""><figcaption><p>Sample PDF copy</p></figcaption></figure>

**Note :** This is an EA release( Behind feature flag ) and will be enabled for few customers for gathering feedback and then later after GA based on licensing for all users.

\
**Option to disable Document series and HSN summary auto compute from GSTR-1 Settings page**

* Users will now have an option to disable Document series and HSN summary auto compute while filing GSTR-1 from GSTR-1 settings page

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fx16hbuT2acOeHFTLhWEY%2Fimage%20(50).png?alt=media&amp;token=da8827bf-3509-4e86-bc5d-fe00088ed279" alt=""><figcaption><p>GSTR-1 settings page ( disable auto compute option)</p></figcaption></figure>

#### GL STREAM

1. **New Feature: Saved Filters**
   1. **Save and Reuse Filters**
      1. Save your custom filter settings for seamless reuse in future sessions.
      2. Name your filters for easy identification and quick application.
      3. Edit, update, or delete filters as needed to keep them relevant and organized.
   2. **Enhanced Access and Usability**
      1. Quickly access saved filters for efficient workflow management without extensive navigation.
2. **UI/UX Enhancements**
   1. **Improved Sorting in GL View**
      1. Default sorting now follows: Company Code (Ascending) → Voucher Number (Ascending) → Voucher Date (Ascending).
   2. **Enhanced Debugging and Reconciliation**
      1. Additional details included in the Document screen for streamlined operations:

         1. **From Register:** Document Type, Document Number, Section Name, State Place of Supply.
         2. **From GL View:** Document Type Code, Document Header Text, Reference Number, Tax Code, Reverse Document Number.

         These updates simplify debugging and ensure all necessary details are available in a single workbook post-download.
3. **Performance Improvements**
   1. **Significant Speed Enhancements**
      1. **Purchase and Sales Views (Data Browser):** Average query execution time reduced from **\~35 seconds to \~3 seconds**, ensuring faster access to data.
      2. **Deep Linking in GL Reconciliation (Document Sections):** Improved backend performance for quicker navigation and seamless data retrieval.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FylYKwCkw4CGBGSxmh0uZ%2FScreenshare-2025-01-037_15_36PM-ezgif.com-video-to-gif-converter.gif?alt=media&amp;token=98f03ece-4ed0-4e8c-8d90-ca7b2c7a6ccb" alt=""><figcaption></figcaption></figure>

#### E-INVOICING & E-WAY BILL

**Auto Extension of E-way Bill**

User can now auto extend an expiring e-way bill without manual intervention

* An E-way bill extended with consignment type as “IN TRANSIT” will be eligible for auto-extension
* Users will receive an excel report in the morning with list of e-way bill eligible for auto-extension for that day
* The eligible e-way bills will be auto-extended using the input provided by the user when extending manually with consignment type as “IN TRANSIT”. In case of server issues at NIC, 5 retries have been set-up for higher success rate
* An excel report will be sent to users with the details of the auto-extension results in the evening
* Users can extend the e-way bill by extending with consignment type as “IN MOVEMENT” to stop auto-extension

#### NOTICE MANAGEMENT

**UAM Updates**

We have further simplified user access management to provide finer-grained control over user access:

* The old “Admin,” “Edit User,” and “View User” roles are being retired.
* New roles—IDT Admin, ITR Admin, TDS Admin, and their View equivalents—have been introduced for more granular control.
* All existing Admin users have been migrated to the **IDT Admin** role.

While GST-only Notice Management users will see no impact, customers with both GST and DT Notice Management will have access only to GST Notice Management. To regain access to ITR and TDS Notice Management, assign roles such as **ITR Admin, ITR View User, TDS Admin, or TDS View User** via the ‘User Access’ section on the Settings Page.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FoohOZS4xit9bdlmaBw4K%2Fimage%20(53).png?alt=media&amp;token=9b108837-c597-4f23-bbf6-b5abf64ac2f6" alt=""><figcaption></figcaption></figure>

**Support for Tracking Notices Issued for Refund Applications**

Clear Notice Management now supports tracking show cause notices issued for GST refund applications. This ensures complete coverage of notices from the GST portal, minimizing the risk of any notices being missed.

**Excel Report Changes**

The Excel report for all notices has been upgraded with the following improvements:

• Inclusion of manually added appeal and High Court cases.

• Display of state names for easier case identification.

• Consolidated Issue and Reply dates for better readability and tracking of case timelines.

#### TDS

**RPU version 5.4 update - (Form 27EQ related changes)**

* Addition of new remark **J: if no collection or lower collection is in view of notification issued under sub-section (12) of section 206C**  applicable to statements pertains to FY 2024-25 Q3 onwards. This remark is applicable to below mentioned collection codes A, B, C, D, E, I, J, L
* Applicability of Lower deduction reason ‘A’ for collection code R- Collection at source on sale of goods.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FV5YGaWKWHJltuTZqk1Sp%2Fimage%20(54).png?alt=media&amp;token=77169aaf-2e80-4278-aa6f-00cc117cd4f4" alt=""><figcaption></figcaption></figure>

**Form 27Q Rate corrections**

* Standard rates & 206AB, 206AA rates for certain sections (194LBA(2), 195) and nature of remittances (Long term capital gains related) has been corrected for ensuring accuracy.

\
**Reduce FVU generation failures due to  Deductor name mismatch**

* Currently, FVU generation failures occur due to Invalid Deductor name. System will check below validations prior to FVU generation and highlight gaps for corrective action
  * TAN in CSI file should match with TAN for which FVU is generated
  * Deductor Name in CSI File should exactly match with Deductor Name configured in Clear TDS software

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FKCnOVsqtxF1ssGPKwGf4%2Fimage%20(3)%20(1).png?alt=media&amp;token=0c224a74-f538-4fe3-b116-92a7ad28d308" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FfN6VtLVIO7jtdXNeqq5D%2Fimage%20(4)%20(1).png?alt=media&amp;token=a5ba2bc8-2554-4048-8cc9-f516be052633" alt=""><figcaption></figcaption></figure>

**Centralized TRACES credentials storage & login support**

* Users can store TRACES credentials at a global level, serving as a centralized repository for login information. This eliminates the need to repeatedly enter credentials across various product touchpoints, ensuring seamless access and improved user experience.

**26AS Recon**

* **Cross FY Recon**
  * Discrepancies often arise when TDS credits from Form 26AS do not match with TDS receivables in the same Financial Year (FY). These mismatches occur due to delayed filings, corrections, or timing differences in reporting by deductors.
  * The cross-FY reconciliation expands the matching process beyond the same FY to adjacent periods incrementally.
    * Initially matches are attempted within the same month, quarter and FY.
    * If no match is found, the system expands to the next FY, starting with (Q+/-1), and progressively widens to include up to three quarters (Q+/-3) across FYs.
* **Tolerance logic for reconciling credits**
  * Adaptive Tolerance: The matching process now now uses incremental tolerance (instead of a fixed Rs.10 tolerance across all amounts) based on the TDS or taxable amount, ensuring precise results across varying transaction ranges.
    * Tolerance is no longer fixed but adjusts based on the **TDS amount or taxable amount.**
    * Higher transaction amounts allow slightly higher tolerances, while smaller amounts maintain tighter thresholds.
  * Applicable Across Matching Types: This logic applies to both **1:1 (single match) and Group (M:M)** matching scenarios, enhancing accuracy and reducing false mismatches.
* **Additional API support for PAN<>TAN mapping**
  * Fallback Mechanism: An additional API has been introduced to handle failures of the primary TAN<>PAN mapping API, ensuring uninterrupted processing and improved reliability.
  * Enhanced Stability: This backup API minimizes disruptions during reconciliation workflows, providing a seamless experience even in failure scenarios

#### Clear Supply Chain

#### ACCOUNTS PAYABLE

**New Features:**

* **PO Line item number Prediction Enhancements**
  * Enhancements to our LLM-based mapping for PO line items ensure better accuracy and configurability.
  * Issues Resolved:\
    Mapping invoice line items to PO line items was a time-consuming and error-prone process. While LLM-based mapping was introduced earlier, the accuracy required improvement.
  * New Enhancements:
    * LLM-based Mapping Using GRN as Source: Leveraging GRN as the data source reduced variability, increasing prediction accuracy.
    * Customer-level Configurations: Users can now:

      * Enable LLM-based matching
      * Configure data sources for predictions
      * Set accuracy thresholds with percentage cut-offs

      These improvements streamline line-item matching, saving time and effort for users.
* **Bulk Retry for ERP Failed Invoices**
  * Introducing Bulk Retry to handle ERP posting failures more efficiently.
    * Problem Solved:\
      ERP posting failures often involved non-editable errors such as budget issues or quality inspection failures, constituting about 50% of errors. Users had to retry postings manually after approvals, leading to delays.
    * Feature Highlights: Users can now retry such invoice from SaaS directly without having to edit and go through approval of these invoice
  * This enhancement empowers users to manage ERP posting failures seamlessly and efficiently

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FjrHxZu3zBja9NeXu3dHn%2FBulk.gif?alt=media&amp;token=1897b092-54cd-4fd5-9c49-bcf47af71ff8" alt=""><figcaption></figcaption></figure>

* **Autofill GRNs from Invoice Numbers**
  * Problem Solved:
    * Users often struggled to accurately identify the GRNs created for a specific invoice, as GRNs were typically created by the procurement team and manually linked to invoices by the AP team. This process was prone to errors and inefficiencies.
    * Managing multiple GRNs added another layer of complexity, requiring users to manually input GRN numbers for each line item, which was time-consuming and tedious.
  * Feature Highlights :
    * To address these productivity challenges, we’ve introduced the “Autofill GRN Based on Invoice Numbers” feature.
    * With this enhancement, users can now enter the invoice number during GRN creation, allowing the system to automatically fetch and populate the relevant GRNs during invoice processing.
    * This significantly streamlines the process, reduces manual effort, and improves accuracy.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fvybupm0aaPmC05Ogmyx6%2FGRN.gif?alt=media&amp;token=a4727bf1-9175-4581-835d-e7c3981079fd" alt=""><figcaption></figcaption></figure>

### GCC

#### CLEARTAX E-INV

**New Features:**

* **Auto-trigger emails to buyers as soon as the e-Invoice is accepted by ZATCA**
  * Directly deliver e-Invoice to buyers over email as soon as the e-Invoice is submitted and accepted by ZATCA
  * Enable quick sharing of e-Invoices with PDF/A-3 attachment to B2B buyers as per ZATCA mandatory requirements to speed up the process of receiving payments
  * Save paper and money by sharing a digital copy of B2C invoices with QR code over email to buyers where email info is available
* **Enable or disable auto email feature from the ‘Email settings’ page**
  * Control the auto-email of e-Invoices feature from the ‘Email settings’ page
  * Enable or disable the feature as you desire
* **Track email trigger status against each invoice from the ‘Documents’ page**
  * Check and monitor the email trigger and delivery status of each document to the buyer from the ‘Documents’ page

#### ZATCA VAT RECONCILIATION

**Enhancements:**

* **Fix duplicates with data overwrite option in data upload to ingest only modified/updated data**
  * Additional data overwrite option during ingestion to replace duplicates in the sales data with updated information
  * Data upload will be faster with overwrite only updating the modified duplicate rows and keeping the rest as it is
  * Overwrite or skip both options can be chosen according to requirement.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FF2p88pPscYUX5lTU9pMk%2FOverwrite_1.png?alt=media&amp;token=565d3299-2f1b-4eb7-b9e8-6f13173bad9a" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FO4Iz7a9pB8m0RoQ79Tj2%2FOverwrite_2.png?alt=media&amp;token=d6fe8d35-8a9c-49f7-b268-07d24a1c8411" alt=""><figcaption></figcaption></figure>

### Malaysia

#### E-INVOICING

**NEW FEATURES**

**Product Health status page**

* Users can now check the [Product health status page](https://cleartaxeinvoicingmalaysia.statuspage.io/) to track API performance and monitor govt (LHDN) infrastructure health
* Users can subscribe to the status page to receive email alerts in case of any degraded performance.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FKCvJdAQEvt0oWrTJRnJb%2FScreenshot%202025-01-03%20at%2012.32.01%20AM.png?alt=media&amp;token=d340f31d-4502-4735-9e3e-777570f778a7" alt=""><figcaption></figcaption></figure>

**Settings: Alerts and Communications**

* User can now configure the recipients of the various alerts at BH level using the **“Alerts and Communication”** settings.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FSeZb4k3mmIkEXRfZkbPq%2FScreenshot%202025-01-03%20at%2012.43.33%20AM.png?alt=media&amp;token=6ed27316-fd9e-4d0b-80d0-bd666a5d056a" alt=""><figcaption></figcaption></figure>

**Email delivery status report**

* User can configure the recipients of the email delivery status report in the “Alerts and Communication” settings
* The configured recipients will receive an excel report daily via email with the delivery status of the email sent from ClearTax along with their respective invoice details

**Email API**

* An API is now live that lets users to send invoice PDFs to their users from their systems

**ENHANCEMENTS**

* The date range selection for MIS dashboard has been increased to 3 months.
* Multiple document number can be provided as reference when raising a credit note. This allows users to save time and effort by raising a single credit note instead of multiple credit note for multiple document numbers
* Additional parameters are now supported in the GET PDF API where users can pass document numbers etc instead of document id which is less intuitive and thus improves the usability of the API
* Freight charges and sales tax exemption certificate number have been removed from the document edit screens as functionality of these fields in invoice value calculation is not clear from LHDN

## Dec 2024 | IMS is now live on Clear!

This month, we have launched the IMS Console in line with the new government system. Additionally, we have introduced updates to Notice Management, 26AS Recon, and TDS workbench for smarter reconciliations and easier tax management.

### Key Highlights of This Release

1. Clear’s Invoice Management System (IMS) Console streamlines document validation with bulk actions, unique filtering, and automated GSTR-2B generation. (GST)
2. GL-Stream now offers enhanced reconciliation logic with added sub-buckets and clearer exclusions. (GL STREAM)
3. Notice Management now supports UAM for Direct Tax Notices, advanced litigation tracking, enhanced document management, and Pre-Deposit Amount Tracking (NOTICE MANAGEMENT)
4. Enhanced 26AS recon and TDS Payables workbench with cross-FY matching, dynamic thresholds, admin access, bulk deletions, and correction return tracking. (TDS)
5. The new UAM flow enhances Clear Compliance Cloud with bulk invitations, streamlined role updates, and seamless platform-wide user management. (PLATFORM)&#x20;
6. Clear AP now offers support for managing Credit/Debit Notes, handling complex Multi-PO and GRN invoice scenarios, and enabling Bulk Approval. (ACCOUNTS PAYABLE)
7. GCC introduces advanced invoice search and download features, improved notifications, and accurate buyer/seller ID display as per ZATCA standards.  (GCC) (CLEARTAX E-INV)

### India

### Clear Compliance Cloud

#### <mark style="color:red;">GST</mark>

**INVOICE MANAGEMENT SYSTEM**

The Government of India has introduced the Invoice Management System (IMS) on the GST portal to streamline document validation. Taxpayers can access the IMS and manage supplier invoices on Clear via Invoice Management System (IMS) Console.

**Key Features**

* Use Clear IMS Console as a draft workspace to take actions and Upload to Govt. when required.
* Take actions at PAN/ Multi-GSTIN level
* **Invoice Action Options**
  * Accept Documents to verify and acknowledge document validity
  * Reject Documents with discrepancies
  * Mark Documents as pending for deferred decisions
  * Reset Actions for correction and setting IMS Document to No Action

<div align="right"><figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FiapbuydbYIjT1c3BC4Tl%2Fimage%20(27).png?alt=media&amp;token=56b213e8-df6c-4531-a4b4-bffd9051a740" alt=""><figcaption></figcaption></figure></div>

* **Unique Filtering Mechanism**
  * Filter documents using Unique KEY to take bulk actions
  * Sort documents as per the Tax Value, Taxable value, Vendor GSTIN, etc.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fpp4pnYk9z1llK7DmYitW%2Fimage%20(28).png?alt=media&amp;token=ca11c30f-1726-442d-b0d3-18d2274420cb" alt=""><figcaption></figcaption></figure>

* **Automated GSTR-2B Generation**
  * Auto-generates GSTR-2B based on recipient actions
  * Eliminates manual reconciliation with GSTR-2A
  * Improves accuracy in tax reporting

#### <mark style="color:red;">GL STREAM</mark>

1. **UX Updates**&#x20;

To enhance user experience, we’ve made the following improvements:

* **Correct Taxable Value in Revenue GL vs SR Recon:** The summary screen now displays accurate taxable values, ensuring clarity in the deep-linked view.
* **Validation Updates for Negative Values:** Based on customer feedback, validations for negative values in **Debit Amount** and **Credit Amount** columns during GL ingestion have been removed.
* **Source System Filter Removed:** An empty **Source System** filter on the document screen of GL recon has been removed for better clarity.
* **Improved Failure Notifications:** GL recon failure messages are now more clear and actionable, improving user understanding.
* **Added PAN Name:** The **PAN Name** has been included in the run recon side modal to enhance clarity for users.

2\. **Logic Updates in GL Recon**

* **Cancelled Documents Excluded:** Cancelled documents are no longer part of the **Output GL / Revenue GL vs SR Reconciliation**, preventing confusion caused by their inclusion in the exact match bucket.
* **New Sub-Buckets for Deeper Insights:**\
  We’ve introduced additional sub-buckets to provide more granular insights into the financial data. The updated logic identifies:
  * **Invoice/Debit Note in GL, but Credit Note in Purchase Register**
  * **Credit Note in GL, but Invoice/Debit Note in Purchase Register**
  * **Invoice/Debit Note in GL, but Credit Note in Sales Register**
  * **Credit Note in GL, but Invoice/Debit Note in Sales Register**

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FBBIPZXcx1Pqiu4IMKXhj%2Fimage-20241119-112700.png?alt=media&amp;token=00aed5e6-67ad-4e79-b09a-1ea781fa2680" alt=""><figcaption></figcaption></figure>

#### <mark style="color:blue;">NOTICE MANAGEMENT</mark>

1. **UAM for Direct Tax Notice Management**

   We are excited to introduce **User Access Management (UAM)** for Direct Tax Notice Management. With this update, users can now:

   * Assign separate user roles for Direct Tax Notices at the PAN or TAN levels and Indirect Tax Notices at the GSTIN or PAN levels
   * Restrict access to view and edit roles for both Direct Tax Notices and Indirect Tax Notices.

   This enhancement ensures better control over user access, enabling secure and efficient management of tax notices.
2. **Tracking Litigations at Advanced Stages**

   Managing litigations just got easier! Users can now:

   * Track litigations beyond the order stage, including: First appellate authority level and High court level
   * Manually add cases to create a unified source for all litigation cases and their related documentation.

   This feature provides a centralized and organized way to manage notices end to end, ensuring no critical case details are missed.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FZ8ofTnarJDBOGsGtMfKC%2FScreen-Recording-2024-12-04-at-5.25.29%E2%80%AFPM.gif?alt=media&amp;token=42f3b214-c80a-4802-9b15-1439d2ba226e" alt=""><figcaption></figcaption></figure>

3. **Better Document Management Capabilities**

We have improved document management to provide better visibility and traceability. Users can now:

* Track **documents corresponding to each reply** for scenarios where multiple replies are issued for a single notice.
* Upload **additional documents** as part of replies, even if they were not submitted on the GST portal, ensuring a complete trail of all evidence and annexures produced in a case.

This update enhances record-keeping and ensures users have comprehensive documentation for all their cases.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FtD8Y5I4uZvTISUMS1dqM%2Fezgif.com-animated-gif-maker%20(7).gif?alt=media&amp;token=f0e3c446-3abf-4543-9a0c-d69d60b19cc7" alt=""><figcaption></figcaption></figure>

#### <mark style="color:blue;">TDS</mark>

1. **User Access controls for 26AS recon and TDS Payables data preparation workbench**

   Your team members with appropriate Admin Role access also will be able to access the 26AS recon and TDS payable work-bench (built for ease of data preparation for ERP integrated Enterprises). *Earlier the access was only restricted to the Workspace admin user.*
2. **Delete entries in TDS Payable workbench**

   You will be able to select one or multiple TDS entries & delete the same in the TDS payable workbench (built for ease of data preparation for ERP integrated Enterprises). Example: You can use this to delete any data that is not required to be reported for TDS return filing.

   <figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fu5jlj6yjvidwHKc3HK9C%2Fimage%20(29).png?alt=media&amp;token=12149e27-0bba-4f23-ade8-df8dbf9cbb58" alt=""><figcaption></figcaption></figure>
3. **File Correction Returns**

   * You can easily track the Filed documents that have been modified & requires correction returns to be filed.
   * You will be able to mark the status of TDS deductions  as “Filed”. You will also have option to reset the Filed status in-case of any mistakes.
   * In-case a TDS deduction in Filed status is modified (currently allowed via Net off of Credit notes and Reversals), we will track and highlight such entries for correction returns to be Filed.

   <figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FBVOoAM3IcwbwRHnSm7g5%2Fimage%20(35).png?alt=media&amp;token=73d87de6-0053-46b3-a881-f742e9477533" alt=""><figcaption></figcaption></figure>
4. **26AS Recon**

   * **Import 26AS text file**

   You can now import 26AS text file from the Traces portal for reconciling against the TDS receivable ledgers.

   Tip: You can use this to reconcile your ledgers against the 26AS data on which you have claimed credits for your past ITR returns.

   <figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FdMe7Sx8KXuwSloyUQqWV%2Fimage%20(34)%20(1).png?alt=media&amp;token=8e6c089f-2749-4dad-b326-e4a529fb30be" alt=""><figcaption></figcaption></figure>

* **Supporting 26AS data before 2023**
  * You can now seamlessly reconcile data from prior to 2023 with improved automation. The system now supports older 26AS TXT file formats, ensuring compatibility and efficiency in reconciling historical data without manual intervention.
* **Cross FY Recon**
  * Discrepancies often arise when TDS credits from Form 26AS do not match with TDS receivables in the same Financial Year (FY). These mismatches occur due to delayed filings, corrections, or timing differences in reporting by deductors.
  * The cross-FY reconciliation expands the matching process beyond the same FY to adjacent periods incrementally.
    * Initially matches are attempted within the same month, quarter and FY.
    * If no match is found, the system expands to the next FY, starting with (Q+/-1), and progressively widens to include up to four quarters (Q+/-4) across FYs.
* **Tolerance logic for reconciling credits**
  * The matching process for 26AS credits with TDS receivables now uses dynamic tolerance (instead of a fixed Rs.10 tolerance across all amounts) based on the TDS or taxable amount to ensure accurate and high-quality results. This approach adjusts the allowable variance for exact and suggested matches, scaling appropriately to handle discrepancies across various transaction ranges. This logic applies to 1:1 as well as Group matches (M:M). This aims to improve accuracy and quality of matching results.

#### <mark style="color:red;">PLATFORM</mark>

#### <mark style="color:orange;">USER ACCESS MANAGEMENT</mark>

1. **Purpose of the New UAM Flow:**

   With the introduction of platform-level solutions Clear Compliance Cloud, the new User Access Management (UAM) flow enhances efficiency and user experience by allowing seamless addition and invitation of multiple users across various products.  This feature supports bulk operations, simplifying user management for both regular and guest users.
2. **Key Benefits of the New UAM Flow**
   * **Platform Support:** Expanded platform support for the new User Access Management (UAM) flow, which was previously limited to individual point products.
   * **Bulk Invitations:** Add or invite up to 25 users simultaneously across multiple product lines, with selection of roles and business hierarchies.
   * **Streamlined Role Management:** Effortlessly assign or update new roles for Regular and Guest Users in bulk, transitioning from a manual, one-by-one process to a more efficient, streamlined system.

***Regular User flow:***

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FGfV1mPf9kdBmHHJTIA6u%2Funnamed%20(1).png?alt=media&amp;token=6581e997-5730-47d3-8f1b-4da9cda06aa3" alt=""><figcaption></figcaption></figure>

***Guest User flow:***

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fq1vR4Q6KCjkNcfFZzSFg%2Funnamed%20(2).png?alt=media&amp;token=3999b69c-1882-4e8c-add7-8267e3b52f06" alt=""><figcaption></figcaption></figure>

**Key Capabilities of the New UAM Flow and Customer Benefits**

**Adding/Inviting Users:**

* Customers can onboard teams faster, improve productivity, and reduce manual errors.
  * Bulk invitation support for up to 25 users at once, saving time and reducing repetitive manual tasks.
  * Seamlessly assign roles across multiple products in a single action, streamlining onboarding for new users

**Editing Existing User Details:**

* Simplifies user management, reduces dependency on support, and provides flexibility for organisational changes.
  * Modify user information (names, emails, roles, or product access) with ease.
  * Add or update roles for existing users, ensuring quick adjustments to meet changing requirements.

**Managing Pending Invitations:**

* Minimizes delays in user access and ensures clean user access management.
  * Resend Invitations: Avoid missed access opportunities by ensuring users receive their invites even if they were missed or expired.
  * Delete Invitations: Easily remove invalid or unnecessary invitations to keep the workspace organized.

**Enhanced Communication and Transparency**

* Provides real-time visibility into the invitation and onboarding process, improving accountability and communication.
  * Invitation Sent to Admin: Confirmation email provides admins with a clear record of their actions.
  * Invitation Sent to User: Users receive a direct link for account setup, ensuring a smooth onboarding experience.
  * Invitation Accepted: Admin receives confirmation once the invitation is accepted, enabling better tracking.

**Increased Security and Control**

* Enhances security by ensuring only authorized users have the right access at the right time.
  * Assign New Roles: Add or update roles for a user on the same or different products, ensuring precise access control.
  * Delete User Roles: Removing all roles will also remove the user from the workspace entirely, ensuring no unauthorized access.

**Overall Customer Benefits:**

* Efficiency: Streamlined workflows save time, reduce manual effort, and improve productivity for administrators.
* Flexibility: Easy-to-use features allow businesses to quickly adapt to changes, such as team reorganisation or role updates.
* Security: Enhanced role management and user removal capabilities ensure sensitive data is accessed only by authorized personnel.
* Transparency: Clear communication and notifications keep admins informed about all user management activities.

### Clear Supply Chain

#### <mark style="color:blue;">ACCOUNTS PAYABLE</mark>

1. **Credit/Debit Notes**

Support for managing **Credit Notes** and **Debit Notes** as distinct document types and posting into the ERP through Clear AP

* This feature addresses common scenarios such as: **Goods-related adjustments** for sales returns due to quality issues, damage, or incorrect quantity/amount; **Service-related adjustments** for price changes post-service delivery; and **Promotions or discounts** applied or canceled after the sale.
* By supporting these cases, users can now efficiently manage adjustments beyond standard invoicing in our product itself

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FccE3g8wqf34QZ7hY0rpv%2FUntitled%20design%20(9).gif?alt=media&amp;token=b04bde44-9af6-4d57-bb82-0009083e1d50" alt=""><figcaption></figcaption></figure>

2. **Multi-PO**

We are excited to announce support for handling complex invoice scenarios involving multiple POs and GRNs.

* This enhancement addresses common enterprise cases such as: **Multi-PO, Single-GRN** for consolidated fulfillments, **Single-PO, Multi-GRN** for batch deliveries, and **Multi-PO, Multi-GRN** for monthly billing consolidations against 1 invoice
* With this feature, we will significantly expanding invoice coverage and streamlining operations for users managing complex procurement and billing workflows

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FFu3pbIgry4UyT9G1FtZ1%2FMulti-PO.gif?alt=media&amp;token=bee5340e-ad12-4177-9cf1-4c19b3832d9e" alt=""><figcaption></figcaption></figure>

3. **Bulk Approval**

Introducing **Bulk Approval** to simplify and accelerate the approval process for specific invoice scenarios.

* Users can now filter invoices directly from the list screen—based on criteria like low amounts (e.g., less than 1000), trusted vendors, or labels such as "Urgent"—and approve them in bulk without needing to open each invoice.
* This feature eliminates tedious, repetitive tasks, saving time and improving efficiency. As this is a sensitive capability, it is controlled via a Feature Flag to ensure it is enabled only for customers who need it and can manage associated risks.

### GCC

#### <mark style="color:orange;">CLEARTAX E-INV</mark>

**New Features:**

* **Search and download invoices as reports, pdfs or xmls to cater to different needs**
  * Select a date range to find documents that have been generated in the date range
  * Choose the type of report that serves the business need from among multiple reports and download it for the time period
  * Search documents individually or multiple and then download them as pdfs or xmls that could be required in audits

**Enhancements:**

* **Easily readable and informative notifications with report name**
  * Notifications triggered while downloading different reports from different pages come with an explanatory name so that it can be identified easily
  * Traverse through multiple notifications and download files again if needed
* **Displaying correct seller and buyer other ID for easy identification**
  * Buyer and seller other ID are displayed as per the ZATCA convention to help with identification of the type of transaction and place of business
  * List of buyer other IDs - TIN, CRN, MOM, MLS, 700, SAG, NAT, GCC, IQA, PAS, OTH
  * List of seller other IDs - CRN, MOM, MLS, 700, SAG, OTH

**Bug Fixes:**

* **Device names with special characters displayed correctly in reports to help with matching**
  * Device names in the lite and detailed report are now with quotes so that it is easily readable and usable for matching and reconciliation
  * Device names are intact as per the given details and there are no breaks when opened in excel

### Malaysia

#### <mark style="color:blue;">CLEARTAX E-INV</mark>

**New Product features:**

* **Sales Reconciliation for B2C:**
  * Reconciliation of B2C sales e-invoices with the Sales register.
* **Send Email to Multiple Recipients:**
  * Pass multiple emails (comma-separated) to generate and send e-invoices to multiple recipients via an auto-email trigger feature.
* **Delete Invalid and Failed Invoices:**
  * Added functionality to delete invoices in the failed and invalid state via the delete API.
* **Invoice Loader on Documents Screen:**
  * Improved user experience by adding a loader when scrolling to the end of the page on the documents screen.
* **Consolidated Invoice Details in MIS Dashboard:**
  * Added consolidated invoice details to the summary cards in the MIS dashboard.
* **Changes in B2C Portal for Domino's:**
  * Iframe support added
  * PDF download, e-invoice preview, and email PDF for iframe.
  * Privacy policy for Domino's in the B2C customer portal.

## Nov 2024 | Updates for simpler, faster compliance

This month, we have introduced a range of updates to simplify your tax processes, from automated notices intimation PDF downloads, faster GL ingestion, to smarter reconciliations.

### Key Highlights of This Release

1. GL Stream now offers seamless Revenue vs. Sales reconciliation, deeper insights with new sub-buckets, and faster GL ingestion for datasets up to 60 million rows. (GL STREAM)
2. Notice Management now offers automatic downloads of Intimation PDFs from TRACES, providing detailed default breakdowns like Short Payment and Interest. (NOTICE MANAGEMENT)
3. Clear TDS now supports 2024-25 Budget updates, enhanced PAN verification, ERP-integrated Form 27Q prep, and precise TAN-based 26AS matching for improved compliance and reporting. (TDS)
4. In GCC, ClearTax E-INV now enables targeted document downloads for audits, improved tax validations, streamlined alerts, and easy large report downloads. (GCC) (CLEARTAX E-INV)
5. ClearTax E-Invoice streamlines processes with features for fetching documents, rejecting invoices, canceling invoices, and receiving SFTP reports. (Malaysia) (CLEARTAX E-INV)

### India

### Clear Compliance Cloud

#### <mark style="color:red;">GL STREAM</mark>

GL Stream has become more powerful with following enhancements -

**Enhanced Revenue vs. Sales Reconciliation Now Live!**

We’re excited to announce a powerful new capability in our Revenue vs. Sales reconciliation. Our tool now seamlessly manages complex scenarios where sales are routed through third-party vendors, allowing for effortless reconciliation even when revenue is booked against expense GLs. This enhancement streamlines and improves accuracy, ensuring that all sales and revenue records are perfectly aligned

**Introduced new sub-buckets to bring deeper insights and clarity into your financial data**

The updated logic now highlights:

* **Unbalanced Vouchers:** Easily identify and resolve unbalanced transactions.
* **RCM Purchases in Sales:** Accurately point out RCM purchases that have an outward liability while doing Output tax vs Sales
* **Company Code Differences:** Quickly spot and address discrepancies across company codes

**Enhanced GL Ingestion Performance!**&#x20;

Our system now supports seamless ingestion for datasets up to 60 million rows, significantly boosting performance and reducing processing times. This improvement ensures smoother, faster handling of large data volumes across all workflows.

#### <mark style="color:blue;">NOTICE MANAGEMENT</mark>

Notice Management now downloads the Intimation PDF from TRACES for Default notices issued on filing Regular/Correction statements. Users can obtain a breakdown of the defaults (Short Payment, Short Deduction, Interest etc) towards the total default amount.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F6ccOssBuoaIRAuQcbsF5%2Fimage.png?alt=media&amp;token=be75f4be-1c67-4122-80c5-a3dd347af673" alt=""><figcaption></figcaption></figure>

The intimation PDF is password protected. The password is the first four characters of TAN in capital letters, an underscore sign (\_) and date of filing of regular TDS/TCS statement in DDMMYYYY format.

#### <mark style="color:blue;">TDS</mark>

1. **Budget 2024-25 related Govt Compliance Changes**\
   \
   Listed Govt compliances changes related are updated in Clear TDS software

* Effective **23rd July 2024 onwards**

  * Rate changes from 10% to 12.5% for Sections 196B and 196C
  * Two new nature of remittances are made applicable for sections 196B and 196C<br>

  <figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FRiUV1jh8X1GgPFjBp4aQ%2Fimage.png?alt=media&amp;token=835337d5-5cfc-42e3-b8da-4f7b599f7d76" alt=""><figcaption></figcaption></figure>
* Effective **1st October 2024 onwards**

  * Rate changes from 5% to 2% for Sections 194DA, 194G, 194H
  * Rate changes from 1% to 0.1% for Section 194O
  * Section 194F - TDS no longer applicable effective 1st October 2024 onwards
  * Section 194Q - Lower deduction certificate allowed (with “Reason A” as reason for lowed deduction)

  <figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F8867gv8X6VGgHTEonWNb%2Fimage.png?alt=media&amp;token=db6c2c4b-91bd-4716-8f16-f2cc7d1e0623" alt=""><figcaption></figcaption></figure>

2. **Bulk PAN verification enhancements**
   * We have upgraded  PAN status verification mechanism to a highly reliable method. &#x20;
   * We have also reset PAN status on Clear TDS software which were not up-to date with the Traces portal. You can re-sync the PAN status using the Bulk PAN verification option under Forms or Traces portal activities workflow.<br>
3. **ERP integration for TDS payables - Data preparation enhancements**\
   \
   **Form 27Q data auto preparation**
   * Get your Form 27Q TDS payable deductions auto prepared via ERP integration instantly. This reduces efforts & time to consolidate GL entries, look-up master info and prepare your TDS deductions manually.
   * Fix data quality issues & perform net-off of credit notes and reversals similar to Form 26Q. This allows you to maintain digital system of records between your books data and the data reported as part of TDS returns.<br>

     <figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FtJBoLk7UdKqHFu4G7L1q%2Fimage.png?alt=media&amp;token=8af8cbd3-d3c1-4faf-951e-8cba382ab9c6" alt=""><figcaption></figcaption></figure>

&#x20; **Select and push required documents to Form 26Q / 27Q workflow**

* From the TDS payable data auto prepared from your ERP, you can now select required documents that you want to report for Filing instead of reporting all documents. For example, this allows you to select and exclude documents that you do not want to report for Filing for the specific Quarter. &#x20;

4. **Minor Issue Fixes and Improvements**
   * Validations for the applicability of Return Filing quarter has been modified in-line with Govt RPU utilities
     * Deductions  are allowed to be reported for the Return filing Quarter pertaining to the Date of Credit/Payment.
       * Example: Deduction with Date of Credit: 13-03-2024 are allowed to be reported only for Jan-Mar 2024 Quarter.
     * Date of Deduction / Date of Collection - this date should be same or after the Date of credit. There are no return period specific validations for this date.
5. **26AS Algorithm improvements- TAN based matching followed by PAN**\
   \
   Currently, TANs in 26AS data are converted to PANs before matching them with PANs in TRL data. However, using TAN as the primary level of detail would yield more accurate results. To make the algorithm more robust, we now prioritize direct matching on TANs wherever they are available in TRL data, and for remaining records, we perform matching based on PAN.<br>
   * Direct TAN Matching: Matching TANs directly between 26AS and TRL data eliminates conversion errors and API failures that can occur when transforming TANs into PANs. This approach is particularly valuable when multiple entries linked to different TANs fall under a single PAN.
   * Improved Traceability: Using TAN as the primary matching key enables tracing deductions back to their exact sources, making it easier to identify discrepancies associated with specific deductors.
   * Second-Level Matching on PAN: For records not matched on TAN, performing a secondary matching based on PAN provides an additional layer of reconciliation.
6. **26AS Enhancements**<br>
   * **Explaining sub-buckets:** This feature provides users with explanations of the different sub-buckets used for the categorization of data.<br>

     <figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Frm7lcuwZiLzbS4bbksms%2Fimage.png?alt=media&amp;token=e6e2d0bd-8179-4399-ba43-8d6b3f274da1" alt=""><figcaption></figcaption></figure>

   * **Bucket restructing and renaming:** We have introduced new bucket, "TRL Entries with Unknown Deductor PAN/TANs," to capture TRL entries missing PAN or TAN details. Additionally, "26AS TANs without PANs in TRL" and "TRL PANs without TANs in 26AS" have been moved to the "Missing" bucket for streamlined classification. The "Negative and Zero TDS Entries Not Knocked Off" bucket now includes zero TDS entries as well, ensuring accurate capture of all unmatched values.<br>

     <figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FpsBQH7VPQS5ju1xrc9z5%2Fimage.png?alt=media&amp;token=925ae383-e201-4ccd-ab6a-6087a53ba912" alt=""><figcaption></figcaption></figure>

   * **Group Segregation:** Implemented visual segregation for groups by first adding color coding and borders to distinguish the groups matched in document view.<br>

     <figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F7uT3BI4CJMe9Y5VRDL8I%2Fimage.png?alt=media&amp;token=fbdc3518-e2aa-4081-9b54-dab5cf549b8c" alt=""><figcaption></figcaption></figure>

   * **Merging Reports into a Single Spreadsheet:** The new functionality will enable users to download all three reports as a single merged file under the same name. Currently, these reports are downloaded as separate files, all titled "26AS vs TDS Receivable Recon Report," making it challenging for users to identify them. Furthermore, if a filter is applied, the same filter will be applied across all three reports before downloading the filtered version.

   * **Summary Table on Document view:**  Adding a summary table to the Document View allows users to see an overview of the documents currently being worked on or analyzed<br>

     <figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F4GiPJ9JomiM1SRMgfWyr%2Fimage.png?alt=media&amp;token=4042c900-aef1-41f9-a108-ee957e85928d" alt=""><figcaption></figcaption></figure>

   * **Warnings for selected return period:** Prompts user if data is older than 30 days or missing data<br>

     <figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FkSICoux2NFLXX7qaabJx%2Fimage.png?alt=media&amp;token=af7d4beb-4292-45d0-88a5-02bc499940d2" alt=""><figcaption></figcaption></figure>

   * **PAN selection in recon screen:** PAN level selection on recon screen allows users to change business details, return period and provides a medium to run-recon again.

   * **Merged Headers on deductor/document view**<br>

     <figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FQwoJoc6RRrdypzugpyzp%2Fimage.png?alt=media&amp;token=3bcfd2ff-1ff0-41ff-b607-53cec7945a57" alt=""><figcaption></figcaption></figure>

### GCC

#### <mark style="color:blue;">CLEARTAX E-INV</mark>

#### **New Features:**

* **Search and download specific invoices/documents from archives to answer audits**
  * Search any document from archives and download the document in xml or pdf format to answer any audit queries
  * Search a maximum of 5 documents at a time, select the type of file and download
  * Download documents as a PDF similar to the print shared with the buyer to validate
  * Or download them as a native xml that is submitted to the government to compare against original data in the ERP<br>

    <figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FXzgxDs0XWsH3jiQJ34AD%2Fimage.png?alt=media&amp;token=974b74a7-9666-4b49-8821-5a60e8561f18" alt=""><figcaption></figcaption></figure>

    <figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FukeHPhMkhj5WNcx2nAiQ%2Fimage.png?alt=media&amp;token=cbc69546-cbdb-4db4-b1f1-aab6812ccb1f" alt=""><figcaption></figcaption></figure>

**Enhancements:**

* **Updated validations on tax amount and total invoice amount calculations to reduce ZATCA error rate**
  * Tolerance of +- 1 SAR on the calculations of tax amount and total invoice amount has been removed to match the validation exactly with ZATCA
  * This will reduce the errors from ZATCA and all calculation mistakes would be caught at CT
* **E-Invoice activity email alert made simpler in case of no errors**
  * The weekly email with a summary of last week’s email activity has been updated with a simpler version when there are no errors
  * Users get a shorter version of the alert with 100% success report for quick validation
* **Validation on seller and buyer other ID based on ZATCA list**
  * ZATCA is analysing the commercial registration number that is part of invoices and issuing notices wherever it is incorrect
  * Implementing a new validation to check the seller other ID and buyer other ID as per the prescribed list of ZATCA
  * List of values accepted in ‘Other buyer ID’ type - TIN, CRN, MOM, MLS, 700, SAG, NAT, GCC, IQA, PAS, OTH
  * List of values accepted in ‘Other seller ID’ type - CRN, MOM, MLS, 700, SAG, OTH
* **Updated response for Reporting API with reporting time and time difference**
  * The Reporting API to submit store-generated xmls to ZATCA has an updated response
  * The response will now have the submission time along with status and the difference between signing time and reporting time
  * Additionally a warning message has been included in case the reporting is delayed by more than 24 hours compared to generation. This will help taxpayers take retrospective action
  * This will help users in identifying invoices that have been submitted after 24 hours which are being scrutinized by ZATCA.
* **Download large reports in multiple files without any restrictions on number of rows**
  * The restriction of 5L rows that can be downloaded in e-Invoice reports has been removed to support larger file downloads to help with reconciliation and reports preparation
  * The systems have been scaled up to process larger reports faster with high success rate

**Bug Fixes:**

* **Auto-population for invoices with Multiple tax categories in allowance at line items**
  * Invoice payload creation logic for invoices with multiple tax categories in allowance has been updated to avoid any warnings from ZATCA
  * Multiple tax rates or categories are auto-detected and payloads are correctly created with the correct objects as required by ZATCA
* **Updated error message on date fields in data upload for easier understanding**
  * Error message shown while uploading data via excel is updated to help faster corrections
  * Required format is highlighted upfront for easy understanding of the user
* **Displaying VAT exemption reason and code in the invoice edit flow**
  * In some cases VAT exemption reason and code were not displayed in the invoice edit flow for line items with that info
  * Updated logic to pick the correct values to help users validate info

### Malaysia

#### <mark style="color:blue;">CLEARTAX E-INV</mark>

New Product features

* **Fetch Purchase Documents**
  * Users can now fetch and download purchase invoices from the LHDN portal
  * The invoices can be fetched for the last 3 days and the feature allows the users to fetch the documents once in 8 hours

* **Rejection of Purchase Invoice**
  * Users can now reject purchase e-invoices directly from the ClearTax portal, without the need to log into the MyInvois Portal
  * Purchase invoices can be downloaded from LHDN portal can be selected and rejection request can be raised from “Actions” on the purchase documents section<br>

    <figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fq7CJPR58TJrZWqIY92cW%2Fimage.png?alt=media&amp;token=f4430546-2232-4d4f-9318-26273b8bc964" alt=""><figcaption></figcaption></figure>

* **Document Audit Trail**
  * An audit trail is now available for tracking all the actions taken on an invoice with user and  timestamp details
  * The invoice audit trail can be accessed by clicking on the icon under “Action” column for the invoice<br>

    <figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FuUIBSOjxHekqeANaopT2%2Fimage.png?alt=media&amp;token=bb2164a1-2df3-44f5-86a5-03bb748f99c3" alt=""><figcaption></figcaption></figure>

* **Cancellation of Consolidated Invoice**
  * The invoices that have been consolidated and submitted to LHDN can now be canceled from the ClearTax portal
  * The consolidated e-invoices can be cancelled from the “Consolidated” screen and selecting “Cancel e-inv” option under “Actions”<br>

    <figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FXm7aqEt1t3IoTWDDGK3d%2Fimage.png?alt=media&amp;token=d88a804c-ad7c-4fe8-bbff-2aab5a01fa6e" alt=""><figcaption></figcaption></figure>

* **Re-generation of  canceled E-Invoices**
  * Users can now resubmit canceled e-invoices for B2B, self-billed, and B2C transactions to LHDN and generate an e-invoice on the same invoice again

* **Updating Status from MyInvois portal**
  * User can now sync the status of an invoice directly from the MyInvois portal. This helps in updating the correct invoice status for the activities done outside of ClearTax portal
  * The invoice status can be synced by selecting “Sync document status” under “Actions” on the documents screen

* **SFTP Email Report**
  * Users can receive reports via email in their mailbox for all the activities done via SFTP on ClearTax
  * The reports has details of the file and invoice level activity along with the invoice count in various state

**Enhancements**

* **CSV Report**
  * The CSV reports download have been revamped to include and omit certain fields, with changes to the sequencing for better alignment with reporting needs.
* **Fetching of Invoices Based on Additional Custom Fields on B2C customer portal**
  * Invoices can now be retrieved using additional custom fields apart from the 4 standard details asked  on the B2C customer portal.
  * This feature allows businesses to customize invoice retrieval based on specific transaction criteria, improving tracking and management of particular transactions like promotions or refunds.

<br>

## Oct 2024 | Smarter actions with GL-Recon sub-bucketing

We’re excited to announce this month's key updates aimed at enhancing efficiency and compliance. Notice Management now features automatic case status updates and case linking for improved demand tracking. GL-Recons introduces Sub-Bucketing for better mismatch categorization, while the GST module adds three new reconciliation logics for IMPG documents. Additionally, User Access Management now supports multiple workspace admins.

### Key Highlights of This Release

1. Notice Management now auto-assigns case statuses based on issued notices and links related cases for a unified view, enhancing reporting accuracy and preventing double counting of demands. (NOTICE MANAGEMENT)
2. Introducing Sub-Bucketing in GL-Recons for detailed categorization of mismatches and missing data, enabling quicker identification and resolution. (GL-STREAM)
3. The GST now features three new reconciliation logics for IMPG documents, enhancing matching accuracy. (GST)
4. Workspaces now allow multiple admins, reducing reliance on one person. Admins can invite new users via User Access settings. (USER ACCESS MANAGEMENT)
5. Now, 26AS reconciliation can process 300,000 records in just 20 minutes, achieving a 300x improvement from the previous capacity of 400 records in 9 minutes. (TDS)
6. The Vendor Portal now provides real-time payment visibility, custom fields for vendor updates, and rejection reason tracking. (VENDOR MANAGEMENT & VENDOR PORTAL)
7. Accounts Payable now offers configurable invoice fields, and a summarizing option to enhance efficiency. (ACCOUNTS PAYABLE)
8. GCC now offers ZATCA-compliant e-Invoice updates with additional charge fields, duty-free sales codes, and improved notifications. (GCC) (CLEARTAX E-INV)

### India

### Clear Compliance Cloud

#### <mark style="color:blue;">NOTICE MANAGEMENT</mark>

**Automatic Case Status Updates for GST Notices**

Notice Management now auto-assigns case statuses based on issued notices and replies, improving reporting accuracy and demand tracking. The following rules have been implemented (this is an indicative list, not exhaustive):

* Cases requiring no taxpayer action (e.g., Letter of Undertaking, Registration Certificate) are marked as Closed.
* Cases with a Drop Proceedings order issued are also marked as Closed.
* Cases closed on the GST portal without an appeal filed are marked as Closed.

Case Statuses automatically update at the time of syncing, requiring no user action.

**Case Linking**

Case Linking allows users to link multiple related cases, creating an end-to-end audit trail of communications, from ASMT-10 / ADT-01 to Appeals and beyond. This feature addresses the fragmented experience caused by separate cases created for Assessments, Audits, show-cause notices, and appeals on the GST Portal.

**Benefits:**

* Provides a unified view of related cases, ensuring users have a complete picture of all outstanding cases.
* Prevents double counting of cases and demand amounts.

  <figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F3FSsrIja8kISAiXDQtYO%2FUntitled%20design%20(1).png?alt=media&amp;token=c0fed7f2-f6c1-410e-89cb-2c2397beb8c5" alt=""><figcaption></figcaption></figure>

#### <mark style="color:orange;">GL STREAM</mark>

**Sub-Bucketing in Tax GL Reconciliation**

Sub-Bucketing offers a fine-grained categorization of mismatches and missing data, giving users the power to segregate discrepancies based on their nature, allowing for easier identification and action.

**Examples of Sub-Buckets:**

* **Missing in Registers (SR/PR):**
  * **Accounting - Adjustment/Rectification Entries:** Represents corrections that should not be part of Sales/Purchase registers as they do not reflect actual transactions.
  * **Accounting - Inter Tax Type Transfers:** Entries adjusting taxes between types, such as IGST to CGST+SGST transfers.
  * **Accounting - ITC Expensed Out Entries:** Represents unclaimed Input Tax Credit (ITC) written off as an expense due to GST restrictions.
  * **Accounting - Holding Entries:** Adjustments to previously claimed ITC, either reversing or reclaiming it based on new data.
  * **Accounting - GST Payment Entries:** Entries showing the offsetting of input tax against output tax, reducing tax liability.
  * **Reversed/Cancelled Documents:** Cancelled documents that negate prior transactions for error correction.
  * **Expense/Revenue Line Item Not Present:** Transactions missing expense / revenue details, risking inaccurate ITC claims or inaccurate revenue reporting.
  * **Business Place Missing:** Entries missing critical information, such as the business location/entity.
* **Mismatch between GL and Registers:**
  * **≤1 Rs Difference:** Documents with negligible mismatches, where the tax or amount difference is ₹1 or less.
  * **Tax Type Difference:** Instances where taxes like IGST are recorded instead of CGST/SGST, or vice versa, due to misclassification.
* **Missing in General Ledgers:**
  * **Zero Tax Value Documents:** Documents with no tax impact (e.g., Nil Rated, Non-GST, Exempt) that do not affect Tax GLs.

**Quick Look**

* Navigate to the **Reconciliation** section in GL Stream.
* Select the relevant reconciliation process and input the period and company code/PAN.
* Upon recon completion, discrepancies will be bucketed and sub-bucketed into logical categories based on configuration.
* Access these breakdowns in **Document View** for a detailed audit trail.

<div align="left"><figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FGbcS0ooEZ3YiVawmdEgw%2FGL%20Stream%20(1).gif?alt=media&amp;token=6050a0bb-8fb9-4d79-8c74-15db8411e30f" alt=""><figcaption></figcaption></figure></div>

**Benefits:**

* Gain **in-depth visibility** into reconciliation discrepancies with logical sub-buckets.
* Improve the efficiency of reconciliation by quickly identifying and resolving the root causes of mismatches.
* Streamline the resolution of tax compliance issues by having a clearer picture of GL vs. Compliance Registers' data.

By implementing Sub-Bucketing, we are simplifying the process of managing and resolving mismatches and missing data, providing users with greater transparency and control over their financial reconciliations.

#### <mark style="color:red;">GST</mark>

**IMPG Documents- New Reconciliation Logics**

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FpRDkPjMkLtbVl54eA9ZM%2Fimage%20(13).png?alt=media&amp;token=66de6be0-1b09-4b00-8482-5913a8e33aa4" alt=""><figcaption></figcaption></figure>

3 New Reconciliation Logics have been introduced for IMPG to increase the matching %. This will save time on your end to reconcile the IMPG documents that had some anomalies.

1. **Suggested Match (LR1 IMPG)**

   * **Condition:**
     * Bill of Entry (BoE) Number, Port Code, MyGSTIN, and Vendor PAN are matching exactly.
     * Tax and taxable value are within the set threshold.
     * Document date is within 15 days of the PR Document
   * **Bucket**: They will fall into **Suggested** bucket.

2. **Mismatch Identified (MR1 IMPG)**

   * **Condition:**
     * BoE Number, Port Code, MyGSTIN, and Vendor PAN are matching exactly.
     * Tax and taxable value are within the set threshold.
     * Document dates fall within the same financial year.
   * **Bucket:** They will fall into **Mismatch** bucket.

3. **Mismatch Identified (MR2 IMPG)**
   * **Condition:**
     * BoE Number, Port Code, MyGSTIN, Vendor PAN, and BoE Date are matching exactly.
     * Tax and taxable value do not match at all.
   * **Bucket:**  They will fall into **Mismatch** bucket.

**Benefits:**

* Enhances accuracy in matching documents with 0 false positives.
* Save time

#### <mark style="color:purple;">USER ACCESS MANAGEMENT</mark>

**Support for multiple workspace Admin for a workspace**

* This functionality enables having more than one admin for any workspace. This is supported now to reduce the dependency on a single Workspace Admin to perform any critical action.
* In order to add a new Workspace Admin, the current workspace admin can go to User Access under Settings, click ‘Invite New User’ and enter the details of the new user, select the product as ‘Workspace’ and role as ‘Workspace Admin’ and click ‘Invite User’
* The new user can now accept the invite through the link sent to their email and start accessing the workspace as Workspace Admin

#### <mark style="color:blue;">TDS</mark>

**26AS Performance Optimizations**

* Previously, processing 400 records took 9 minutes using a single system, and each task was done one after the other. Now, we can process 3 lakh records in just 20 minutes by:
  * Grouping tasks into batches and automatically adjusting resources based on demand.
  * Running tasks simultaneously for different sections (like TAN/PAN).
* Automated alerts to instantly notify of any service failures, ensuring quick response and minimal downtime.

**26AS Download**

With the 26AS automation flow, taxpayers can request their 26AS file for specific years directly from the TRACES portal. They can track the status of the request, and once the file is ready, it is automatically imported into Cleartax. This simplifies the process, saving time by reducing manual steps and ensuring easy access to important tax data

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fc4FI2Z5ryHMPJdMkYkVH%2FScreenshot%20(46).png?alt=media&amp;token=ff732e5c-0afc-42bc-8a4f-086ec4fd90e1" alt=""><figcaption></figcaption></figure>

**26AS and TRL views**

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FHlGpPwg7NL03Ec8hHIK9%2FScreenshot%202024-10-08%20at%202.00.00%E2%80%AFPM%20(1).png?alt=media&amp;token=42cb25f0-c36a-49a8-ad7c-2fbd7c123576" alt=""><figcaption></figcaption></figure>

This enhancement allow users to easily view the downloaded 26AS file and the ingested TRL file and provides user a quick access to their data, making it simpler to review latest files in one place.

### Clear Supply Chain

#### <mark style="color:blue;">VENDOR MANAGEMENT & VENDOR PORTAL</mark>

1. **Payment Due Date**

   This enhancement captures the payment due date within the AP system on the anchor side and shares it on the Partner Portal. It streamlines invoice processing for quicker turnaround and provides vendors with real-time payment status visibility, improving transparency.\
   ![Screenshot 2024-10-03 at 11.33.13 AM.png](https://codahosted.io/docs/W0-TmLvbP-/blobs/bl-axMmof-p5U/073280c52edfb3ea41998a59f85ee1c718b7c294674b77f5642c3ce3bac277bd1e3e5b3ecb7507cf05ef2922fc15e8b0d793d40bc6f544d233502bab34e9a4493415bcfe466a0e393911cb50d0a413ac6ef2ef8f0fc73e36b83e23dc0ec2c3302c7e434d)![Screenshot 2024-10-03 at 11.39.38 AM.png](https://codahosted.io/docs/W0-TmLvbP-/blobs/bl-76-gO20ZDZ/9a110ecf7120e34144f3b120c80c2b916cb5b4822eeecc0d1ca21bcdf5e1a14044a341512806e933aca5daf3de14e76136ce877c7e45fa2f662b6d56b6e4493fd47215eb9d7cfd757d8438cd1c5b8b6180e67cc7a7f6964401e5bb66bd101dacd732804e)
2. **Support for custom fields for Updating Existing Vendor**&#x20;

   While approving a form for updating existing vendor, approvers will now will be able to capture additional data at the time of approval and then further push this into the customer’s ERP. For non-integrated customers, user can download the additional data same as new customer

   <figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FCpcilopWem1OlzSXgZaX%2FScreenshot%202024-10-03%20at%2011.56.14%E2%80%AFAM%20(1).png?alt=media&amp;token=0ed52a09-c68b-486b-9c2c-9f318be83434" alt=""><figcaption></figcaption></figure>
3. **Guided Tours for Partner Portal**

   Guided Tours in the Partner Portal simplify onboarding and navigation for vendors by providing step-by-step assistance for tasks like invoice submission and order tracking. This feature reduces errors, support requests, and speeds up onboarding, allowing vendors to complete tasks independently. It enhances vendor experience and improves efficiency for both vendors and Anchors by freeing internal teams from handling routine inquiries.

   <figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FZ2yZOYWCiNmMVFhZIXGk%2Fezgif.com-crop.gif?alt=media&amp;token=e25daee9-26f5-437b-aeb2-3089b80b1652" alt=""><figcaption></figcaption></figure>
4. **Reject Reason**&#x20;

   In the existing system, we were not capturing rejection reason which made difficult to track the common reasons for rejection of the vendors by the Anchors who use the vendor onboarding. Idea is instrument and capture rejection reasons, analyze and provide valuable insights to the Anchor to improve their process

   <figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FOExcA2rEQ80IrBrS9C44%2FScreenshot%202024-10-03%20at%2012.03.12%E2%80%AFPM%20(1).png?alt=media&amp;token=a46a8133-ce4d-4d90-bbab-c1ac71868041" alt=""><figcaption></figcaption></figure>

#### <mark style="color:blue;">ACCOUNTS PAYABLE</mark>

\
**Line Item Copy-Paste**

* A new copy-paste feature in the line item grid enhances productivity for recurring invoices.
* Users can now copy data from Excel or previous invoices and paste it directly into the grid.
* This supports bulk data entry, reducing manual input and minimizing errors with large volumes of data.

  <figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FzChrLzx1DQzHkyc3zt9D%2FLine%20item%20copy%20paste%20(3).gif?alt=media&amp;token=915b8703-9322-4b9f-b05c-f32abbb8faea" alt=""><figcaption></figcaption></figure>

**User Assignment**

* Users can now easily select an assignee for each invoice and combine this with saved views or list screens to enhance workflow management across the company.
* Currently, this process is manual, but in the next phase, we will introduce automation and rule-based assignments to further streamline operations.

  <figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FOqPMXHEU1cbVh1OT9nE3%2FUser%20Assignment.gif?alt=media&amp;token=345c8b70-eed1-4c9e-a5a0-2c059fa5c259" alt=""><figcaption></figcaption></figure>

**Improved Configurability for Invoice/Document fields**

* Now users can make fields mandatory based on the Type of Document - whether its a PO or a Non-PO invoices
* For each field, there is option to select the mandate at a PO, Non PO level or keep itr as optional

  <figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fvo5hCrDN2SzyDy9jkU7k%2FConfig.gif?alt=media&amp;token=a8eaad17-858d-457c-933d-cc47cfe5ff6f" alt=""><figcaption></figcaption></figure>

**Summarize Line-Item Option**

* This feature simplifies the accounting process for invoices with numerous similar items.
* Users can now summarize multiple line items into a single entry for easier processing while retaining key values from the invoice summary.
* This enhancement helps reduce manual effort and complexity, making it more efficient to handle large volumes of similar items in one go.

  <figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fp8VFuxHfWNBkFfBF3aUw%2FLine%20item%20copy%20paste%20(1)%20(1).gif?alt=media&amp;token=61fccecf-d9cd-465c-ab47-988e7eef4dd9" alt=""><figcaption></figcaption></figure>

### GCC

#### <mark style="color:blue;">CLEARTAX E-INV</mark>

#### New Features:

* **New fields to add ‘Additional charge’ at line and document level**
  * Now create e-Invoices with additional charge as per the latest ZATCA update
  * Additional charge can be levied from the buyer and the details can be mentioned as required by e-Invoice regulations in the invoice
  * Charge amount, tax rates and reason for additional charge has to be given to generate a valid e-Invoice
* **Notifications with activity name or report name for better context and usability**

  * All notifications in the notification center are now with the activity name or report name to give more context to the user
  * This will help in re-downloading the required reports or files by just referring to the details in the notifications. Saving time required for selection and processing

  <figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FQ4quvNlcERQFToplGbri%2Fimage%20(14).png?alt=media&amp;token=0f733772-384c-4f82-949b-2f2f248b6db7" alt=""><figcaption></figcaption></figure>
* **New exemption reason code and text for sales in ‘Dutyfree’ area**
  * Sales invoices from ‘Dutyfree’ area have to be generated with the new reason code and text as per the latest 3.3.4 SDK update of ZATCA

#### Enhancements:

* **Updated e-Invoicing alerts in case of no activity or no errors**
  * New email templates have been introduced for e-Invoice activity and alerts for no activity or no errors in e-Invoice generation
  * Users will get appropriate alerts and notifications based on their e-Invoice activity for easy actions
  * User will get an email of 100% success in case there are no errors in e-Invoice generation for the last week
  * No email will be triggered for the week if there is no e-Invoice activity in the workspace
* **Prepayment fields at line and document level in invoice edit flow for easy verification**

  * Users can check values given in advance invoices easily on the web page in the invoice edit flow

  <figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FoSKDCFTxIUquoklFc5os%2FPrepayment-Invoice%20edit.png?alt=media&amp;token=6da28271-ce32-4b83-97fc-4ebb076f1409" alt=""><figcaption></figcaption></figure>

  * Prepayment fields are available at both line and document level for verification and editing
* **Count of ‘Not Generated’ documents in error alerts and error correction reports for complete picture**
  * Cumulative set of ‘Not submitted’ and ‘Pending’ are included as ‘Not Generated’ to present the complete picture of e-Invoice activity by the user
  * The changes include the not generated count at VAT and branch levels
* **Validation on registration name of accounting supplier party to avoid e-Invoice failures**
  * Additional validation on registration name of seller so that e-Invoices are not rejected for missing information by ZATCA
* **Additional tooltip on invoice edit screen in Arabic for better usability**

  * Added a message explaining how the entire page can be viewed in Arabic on the invoice edit screen

  <figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F8QrMdFU3QOY5G7N6RF7g%2Fimage%20(15).png?alt=media&amp;token=c419efb4-c6b3-4fd5-926d-f5dd55176cff" alt=""><figcaption></figcaption></figure>

**Bug Fixes:**

* **Updated error message during device registration for quick action**
  * Handled an edge case in ZATCA response during device registration to capture additional error message
  * Users can clearly understand the error message and take corrective actions

## Sep 2024 | Clear Compliance Cloud for Direct Taxes has arrived!

We're excited to announce several key updates this month. Our new features, including 26AS vs TDS Receivables Reconciliation and an enhanced TDS Workbench, are now live to streamline direct tax compliance. Additionally, Direct Tax Notice Management now supports seamless tracking of ITR and TDS notices. For indirect tax, the 180-Day Reversal feature simplifies ITC claim management for invoices older than 180 days.

### Key Highlights of This Release

1. Introducing TDS Workbench for automated deductions, comprehensive validations, and streamlined error resolution for accurate compliance management. (TDS)
2. Launching 26AS vs TDS Receivables Recon for automated TDS credit reconciliation with intelligent matching, ensuring accurate assessments and streamlined analysis. (TDS)
3. Now, track Direct Tax Notices notices seamlessly. Get unified dashboard for consolidated ITR and TDS notices, automatic TAN syncing, and centralised PDF downloads. (NOTICE MANAGEMENT)
4. Introducing ITC reversals for 180-days and Rule-42, with flexible options, seamless reclaiming/ adjustments, and automatic GST updates. (CLEAR GST)
5. The CLM now offers a customer success plan, escalation matrix, and email trigger to enhance value delivery and streamline communication. (CUSTOMER LIFECYCLE MGMT)
6. The E-way Bill Expiry Alerts feature streamlines timely reminders for expiring e-way bills through email notifications and UI flags. (E-INVOICING & E-WAY BILL)
7. The Vendor Portal now supports Re-KYC, multi-user access, and comprehensive reports to streamline vendor management. (VENDOR MANAGEMENT AND VENDOR PORTAL)
8. In GCC, ClearTax E-Inv now offers error correction assistance with reports and weekly email notifications to monitor e-invoice health. (GCC CLEARTAX E-INV)

### India

### Clear Compliance Cloud

#### <mark style="color:blue;">TDS</mark>

#### SAP ERP Integration for TDS Form 26Q Returns preparation

* Integration with SAP ERP for auto preparing the TDS Payable deductions
* Compare Credit & Debit balance of TDS Payable GLs in SAP ERP with that Trial balances of GLs synced with Clear software for ensuring 100% data sync.
* 100% of the TDS payable entries posted in ERP are extracted from ERP & deductions details (Vendor details, TDS sections, Taxable value etc) required are auto prepared
* Reconcile actual ERP **TDS payable GL entries** with the **auto prepared TDS Payable deductions** at  document number (voucher number) level for identifying any differences. Example: TDS payment deposited entries will not form part of TDS payable deductions to be reported to Govt.
* 200+ validations are performed & data issues (Eg: Deductee PAN / Section missing etc) are highlighted.
  * You can download error report, resolve issues and re-import correct data. &#x20;

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FijvFHrGhOxUgCYLycdm7%2Fezgif.com-animated-gif-maker%20(3)%20(2).gif?alt=media&amp;token=5e0c69b0-cbc4-4976-81cf-7294fc2d5dc8" alt=""><figcaption></figcaption></figure>

* Perform net offs (adjustments) of credit notes / reversals against the invoices.
  * You can download deductions as excel report, associate the invoice reference ID against which the credit notes / reversal documents need to be net off & re-import excel. System will auto calculate the net amount against the invoices to be reported for Filing.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Ffwb5qgfP1xrrj4PvoMik%2Fimage.png?alt=media&amp;token=8485b69d-ef8d-4147-9081-234fcead14d7" alt=""><figcaption></figcaption></figure>

* Maintain digital system of records for anytime traceability between TDS entries posted in Books with the TDS deductions reported to Govt.
* Once the TDS payable deductions are prepared & ready, you can proceed further with  validation & potential notices checks such as PAN status verification, 206AB compliance etc for Challan payments & TDS returns filing.

#### &#x20;**26AS vs TDS receivables Recon**

Reconcile 26AS TDS credits with the TDS receivables & identify discrepancies for corrective actions

* Download 26AS data from Traces portal and import TDS receivables in standard excel template format to run reconciliation
* High quality matching of 26AS credits with TDS receivables
  * Auto identification of Deductor PANs for the TANs in 26AS data
  * Automated Many to Many entries matching with “best-fit” algorithms
  * Cross FY matching logics
* Intelligent categorization of matching results for deeper insights and faster analysis.
* Better preparedness for tax assessments
  * Ability to perform this reconciliation every month / quarter instead of end of FY
  * Readily available repository

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FE5IQ2RFUFWxzF1PLH5Ed%2Fezgif.com-animated-gif-maker%20(2)%20(2).gif?alt=media&amp;token=e2ed900b-4479-480c-b05c-541808b39037" alt=""><figcaption></figcaption></figure>

#### <mark style="color:blue;">NOTICE MANAGEMENT</mark>

#### **Direct Tax Notices Tracking in Notice Management**

We are excited to announce that Notice Management now supports tracking of Direct Tax notices, including all ITR and TDS notices from the ITR Portal, Compliance Portal, and TRACES Portal.

**Key Highlights:**

* **Comprehensive Notice Tracking:** Users can now seamlessly track all ITR notices from the ITR Portal and Compliance Portal, as well as TDS notices from the ITR Portal and TRACES Portal.
* **Dashboard View:** Access a unified dashboard that displays all your ITR and TDS notices, organized by section for easy navigation.
* **Effortless TAN Sync:** Easily sync all your TANs to automatically fetch relevant notices.
* **Cross-PAN and TAN Integration:** Consolidate notices across all your PANs and TANs in one place.
* **Chronological Case History:** View a detailed chronological history of each proceeding, allowing you to track the evolution of every case.
* **Centralised PDF Downloads:** Download all your notice PDFs from a single location, with a comprehensive audit trail to track every action related to each case.
* **TDS Default Summary:** Get a detailed summary of all your TDS defaults, categorized by form, quarter, and financial year.

**Benefits:**

* **All-in-One Solution:** A single platform to track all your Direct Tax notices.
* **Never Miss a Notice:** Stay informed and ensure you never miss any Direct Tax-related notices.
* **Unified Experience:** Enjoy a consistent and unified experience across GST and Direct Tax notice tracking.

Eliminate the hassle of tracking notices across multiple portals, PANs, TANs, and GSTINs with this powerful addition to your Notice Management tool.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FErby56BOGCT39LvrsOyp%2FNMgif-ezgif.com-optimize.gif?alt=media&amp;token=b5a753ad-7cec-493b-984a-60069f603beb" alt=""><figcaption></figcaption></figure>

#### <mark style="color:orange;">CLEAR GST</mark>

#### Bulk actions

New **Bulk Actions** feature, designed to streamline document handling and improve efficiency in managing reconciliation and ITC workflows. Below are the key highlights:

\
**1. Logical Grouping of Documents:** Documents are now organized into relevant categories, enabling quicker and more efficient actions within a structured workflow.

**2. Recommended Actions:** For each document group, recommended actions are provided to help ensure optimal compliance and accuracy in decision-making.

**3. Clear Descriptions for Each Group:** Each document group comes with a clear, concise description to help users easily identify what actions are needed.

**4. Review Options:** Users have the flexibility to review individual documents within each group, allowing for full control and transparency.

**5. Handling Documents Outside Reconciliation:**\
Visibility is extended to non-reconciled documents like imports and unregistered vendor purchases, with both summary and detailed views available.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FrEe07kHuereErCKv4i6Y%2FBulk%20Actions.gif?alt=media&amp;token=878c0b64-0f2d-4bae-a84d-584a6ed862b8" alt=""><figcaption></figcaption></figure>

#### Automated Table 4 of GSTR-3B

We are excited to introduce new enhancements that improve the Automated Table 4 experience in GSTR-3B. These changes reduce user wait times, improve data transparency, and enhance the overall user experience. Here’s a summary of the latest updates:

* &#x20;**One-Click Table 4 Generation:** Instantly generate Table 4 for all GSTINs with a single click, covering all sub-sections and providing detailed document-level tracking across 1000+ scenarios for various industries.
* **PAN-Level and GSTIN Computation:** View PAN and GSTIN-level summaries with detailed sub-sections, improving ITC and reversal management.
* **Progress Visibility:** Track the real-time status of Table 4 generation at both GSTIN and PAN levels with a new progress tracking feature.
* **Expand/Collapse Sub-Sections:** Easily expand or collapse sub-sections in Table 4 for better visibility and an organized view without unnecessary clutter.
* **Sub-Section Drill-Down:** Drill down to row-level details within over 100 sub-sections, offering deeper insights into calculations beyond standard section-level analysis.
* **Row-Level Source Transparency:** Source tracking for each row allows users to see the origin of data (e.g., 2B vs PR reconciliations), enhancing transparency.
* **Document-Level Tracking:** Track sections and sub-sections at the document level with filters for precise impact analysis and faster responses to notices.
* **Show/Hide Columns for Focus:** Show or hide columns in the document-level table to focus on relevant data for better management.
* **Inclusion of All Documents in Excel Report:** All documents, regardless of source, are included in the Excel report, improving transparency and reconciliation.
* **Locking of Table 4:** After GSTR-3B filing, Table 4 is locked to preserve data for easy reference and audit, with monthly snapshots aiding year-end compliance.
* **Add New Sub-Sections:** Manually add new sub-sections in GSTR-3B, along with custom descriptions for easier tracking and adjustments.
* **Excel Ingestion for Subsection Updates:** Ingest Excel data for seamless updates to Table 4 sub-sections without disrupting auto-prepared data, allowing for manual adjustments.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FYiqS7RprfKU5GUQ9YP0t%2FTable%204%20Gif.gif?alt=media&amp;token=91eee7ab-9798-4f93-b322-2123b5334ed5" alt=""><figcaption></figcaption></figure>

#### Automated Rule 42

Automated Rule 42, designed to simplify ITC reversal calculations and ensure precise reporting for compliance purposes. Key features include:

* Accurate Reporting: Automated reconciliation identifies claimable ITC, ensures common ITC is reversed only where claimed, and applies the turnover ratio across GSTINs for precise reporting in Table 4B(2).
* One-Click Calculation: Perform the entire ITC reversal calculation for all GSTINs with a single click, streamlining the process and saving time.
* Document-Level Tracking: Track ITC reversals at the document level, ensuring precise calculation and making it easier to monitor adjustments over time.
* Audit Readiness: Generate detailed reports ready for audit and reference purposes, ensuring full compliance and reducing the risk of errors during departmental inquiries.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fmq4AbuGOqO2Zyj5v01gp%2FWhatsApp%20Image%202024-09-09%20at%207.04.04%20PM.jpeg?alt=media&amp;token=ee1f6ee8-cff1-4999-80ab-c5ce2039fc0a" alt=""><figcaption></figcaption></figure>

**180 Day Reversal**

The Clear Platform now allows you to reverse ITC claims on invoices older than 180 days directly in the platform under Rule 37.

**Key Highlights:**

* **Automated Document Reversal:** Reverse ITC claims on unpaid invoices older than 180 days with just a few clicks. The platform automatically validates documents and updates your records.
* **Flexible Reversal Options:** Choose between partial or full reversal, based on your company’s policy.
* **Seamless Reclaiming:** Easily reclaim reversed amounts once payments are made. The system ensures accuracy by only reclaiming previously reversed amounts.
* **Automatic Updates:** All 180 Day reversals and reclaims are automatically reflected in Table 4 under appropriate section and sub-section, ensuring adherence to GST regulations.
* **Audit Trail & Reporting:** Maintain a complete audit trail at the document level and generate 180 Day Reversal & Reclaim reports quickly using built-in filters.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FfyJ88xpqPMVIqlbKWcLz%2FScreenshot%202024-09-09%20at%208.00.23%E2%80%AFPM.png?alt=media&amp;token=8570c7c1-bf4d-4bfc-bb03-a977670b0781" alt=""><figcaption></figcaption></figure>

**Benefits:**

* Save time during filing.
* Ensure compliance with automated checks and balances.
* Be audit-ready with a reliable system of record.

This feature enhances efficiency and accuracy in managing your ITC claims, making tax compliance simpler and more reliable.

#### <mark style="color:orange;">CUSTOMER LIFECYCLE MGMT</mark>

Phase 2 of the CLM  introduces three key changes designed to enhance value delivery and streamline communication. Introduction of a customer success plan, escalation matrix & initial email trigger upon CLM enablement

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F1BEwRFoA7H44Nk6Gybmi%2Fimage.png?alt=media&amp;token=bb34ab57-d10e-472f-8f70-75a8cfd2b20a" alt=""><figcaption></figcaption></figure>

Below are the details of each update:

***1. Customer Success Plan***\
**Objective:** The Customer Success Plan aims to ensure continued success for our enterprise customers by capturing their key success criteria, pain points, and initial commitments regarding the products/features they will be using. It also measures success based on the plan prepared during engagement.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F1H6iwtQIpKjeDo6xytIO%2Fimage.png?alt=media&amp;token=ee3d8b76-e26a-4630-b78a-10cffbaff751" alt=""><figcaption></figcaption></figure>

**Key Highlights:**

**Success Criteria:** Defines measurable goals.

**Pain Points:** Highlights key challenges.

**Signoff:** Approval from key sponsor with date.

**Value Plan:** Agreed roadmap with timelines.

\
***2. Escalation Matrix***

**Objective:**\
The Escalation Matrix in the CLM aims to ensure timely issue resolution by providing a clear, structured communication path & enhancing accountability

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FnIj4DoPWw96cYVcIPSyO%2Fimage.png?alt=media&amp;token=dc1fc9d4-9b2a-4a8d-968c-eb6777e35106" alt=""><figcaption></figcaption></figure>

**Key Highlights:**

**Sections:** Includes "Clear Escalation Matrix" (internal) and "Your Escalation Matrix" (customer-facing).\
**Escalation Levels:** Ranges from Level 1 to Level 4, with specific contacts at each level.\
**User Information:** Displays names, designations, and contact info for clear communication.

#### &#x20; <mark style="color:blue;">E-INVOICING & E-WAY BILL</mark>

**E-way bill expiry alerts**

Users can now receive email alerts for expiring e-way Bills (EWBs) ensuring timely reminders for EWB extensions.

* **E-way bill expiry alerts settings**
  * Users can now enable or disable the e-way bill expiry email alerts from the "Alerts and Notifications Settings".
  * When the alert is enabled, users for all business entities (GSTINs) under the account with permissions for e-way bill will receive the email alerts
* **Email alerts to the user**
  * When the e-way bill expiry alerts settings is enabled, users will receive daily email with details of the expiring e-way bill on that day
  * The email will have an excel file attached with all the details of the expiring e-way bills
* **Highlighting expiring e-way bills on UI**
  * The expiring e-way bills will be flagged and shown on the UI. The e-way bill validity column will show a flag “Expiring today” for e-way bills expiring on that day
  * Users can also filter expiring e-way bills today and tomorrow using the e-way bill validity filter

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F4yOK3YdVGyYL9XAYPE3F%2Fezgif.com-animated-gif-maker%20(4)%20(2).gif?alt=media&amp;token=ea544a10-d6c5-4eb4-b707-598e82e3f552" alt=""><figcaption></figcaption></figure>

**Custom field limit** has been increased from 30 to 150. Users can now add a total of 150 custom fields at document and line item level.

### Clear Supply Chain

#### <mark style="color:orange;">VENDOR MANAGEMENT & VENDOR PORTAL</mark>

**1. Automated Re-KYC for Vendors**\
Anchors can now perform Re-KYC for all their vendors in a few minutes by uploading the vendor master details. This process generates a comprehensive report covering:

* **PAN Verification:** Validates the vendor’s PAN.
* **GSTIN Verification:** Confirms the vendor’s GST registration status.
* **Bank Account Verification:** Verifies bank account details.
* **MCA  Verification:** Checks records with MCA
* **MSME verification:** Checks MSME registration
* **E-Invoice Verification:** Ensures e-invoicing compliance.
* **206AB Compliance:** Confirms compliance with TDS requirements for non-filers.

This feature streamlines compliance checks, reduces manual errors, and ensures accurate, up-to-date vendor information

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fwoi2WOHRn1hZGHZ4Szzr%2FUntitleddesign21-ezgif.com-optimize%20(2).gif?alt=media&amp;token=f26deb2e-9577-48a7-a52b-02ffd58ef09d" alt=""><figcaption></figcaption></figure>

**2. Vendor adding multiple users to the workspace:**

Vendor workspace can now have multiple user(s) added to their workspace by the primary user. The new users will also have the same permission(s) as that of the existing user. Role introduced here is “Partner Portal Admin”.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FWbpDnc4w14c3HHZtjsMU%2Fimage.png?alt=media&amp;token=77945340-74c5-4b62-8e16-eed01cbfed5c" alt=""><figcaption></figcaption></figure>

### GCC

#### <mark style="color:blue;">CLEARTAX E-INV</mark>

**New Features**

**Error Correction Assistance with email notifications and error correction assistance reports**

* **Monitor E-Invoice health with weekly email notifications**
  * Receive weekly email notifications to monitor E-Invoice health, including generated and failed invoices, branch-level error rates, top 5 errors, and downloadable correction assistance reports for easy analysis.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FA3IJAAMrxQceiOjEbi5t%2Fimage.png?alt=media\&token=69723607-a631-4ce4-83a1-626ea7b02e63)<br>

* **Error Correction Assistance reports:**
  * **Errors Summary Report:** Highlights branch-level error rates for E-Invoice generation.
  * **Error Details Report:** Provides failure reasons, error types, and suggested resolutions.
  * **Category-wise Error Report:** Categorizes errors by message, showing frequency to prioritize fixes.
* **Notifications and Alerts Settings:** Users can control email error notifications by enabling or disabling them from the ‘Settings’ page.
* **Summary of errors and warnings:** Error and warning counts are displayed on the web portal, helping users prioritize and correct invoices.
* **Filter for errors and warnings:** Filter invoices by errors, warnings, or both to easily plan corrective actions.

**Enhancements:**

* **Handling duplicate xml file addition in FTP-xml reporting:** Duplicate files are checked for content and filename, then renamed and processed to avoid being stuck in INIT.
* **Configuring SMTP in the settings section:** SMTP setup from the settings section enables quick go-live and use of customer domain emails.

**Bug Fixes**

* **Fixed the incorrect attempted datetime issue:** B2C invoices now display the correct attempted datetime, replacing the local system’s potentially incorrect time.
* **No watermark in phase 1 E-Invoices:** Generated E-Invoices from phase 1 are now shown without a watermark

#### &#x20;<mark style="color:blue;">ZATCA VAT Reconciliation</mark>

**Capturing user interest in recon by capturing clicks on the recon tile**

* All details of the users interested in exploring recon are captured in ClearTax CRM by saving the details of the users who click on the recon tile

**Import history to track all files uploaded for reconciliation**

* An import history to track the list of all files uploaded for reconciliation
* Filter for the type of upload and file details to never upload a duplicate file

## Aug 2024 | Introducing GL-Recons, for assured compliance even before monthly books closure <a href="#aug-2024-or-introducing-gl-recons-for-assured-compliance-even-before-monthly-books-closure" id="aug-2024-or-introducing-gl-recons-for-assured-compliance-even-before-monthly-books-closure"></a>

We're excited to announce several key developments this month. GL Reconciliations and Data Browser, our new features for assured compliance, are now available. Additionally, we are launching the Compliance Scorecard and a new Customer Journey on product. These initiatives underscore our dedication to customer success and support. We are celebrating a major milestone with the onboarding of our first international Supply Chain Suite customer.

### Key Highlights of This Release <a href="#key-highlights-of-this-release" id="key-highlights-of-this-release"></a>

1. GL Data Reconciliation streamlines tax GL and Compliance Register matching, ensuring financial accuracy, quick error detection, and easy data analysis through a unified view (GL-Stream)
2. We are live with the first international customer for Supply Chain Suite: Wipro Pari US, a leading provider of consumer goods and engineering solutions (Clear Supply Chain)
3. Customer journey on product: Launching an industry-first, Clear Compliance Cloud exclusive feature that offers unified view of the customer journey post sales (Shared Services)
4. Compliance Score Card, designed to provide tax leaders a comprehensive overview of the business's compliance health (Compliance Scorecard)
5. AI powered chatbot to answer your queries anytime, anywhere (GCC, E-Invoicing)

### India&#x20;

### Clear Compliance Cloud <a href="#clear-compliance-cloud" id="clear-compliance-cloud"></a>

#### <mark style="color:orange;">GL STREAM</mark>

We are excited to announce the release of two powerful new features in our product: **GL Data Reconciliation** and **Data Browser**. These features are designed to streamline financial operations, enhance accuracy, and provide greater visibility into financial data.

#### **1. GL Data Reconciliation**

Get assured compliance even before monthly book closure. GL Data Reconciliation feature enables quick and accurate comparison of tax General Ledgers (GLs) with Sales and Purchase Registers. Timely identify gaps and adjustment entries, avoid continuous G1 amendments and missed TDS deductions, and reduce the risk of errors and notices.

**Debug mismatches and missing scenarios in no time with presence of GL data on SaaS**

* Eg. Bulk filter docs that are mismatch or missing in GL View and with a cursory glance users can point out there are adjustment entries which rightfully will not reflect in GL
* Data browser translates ERP data into one consolidated view that makes debugging easier while same in ERP will be spread across multiple tables and views
* Data unification that helps to view GL and SR/PR data

**Quick look**

* Navigate to the 'Reconciliation' section in GL Stream and choose the Recon you want to run
* Input the period for which you want to run recon under appropriate Company code or PAN
* Click on the 'Proceed ' button to begin the process.
* Once the reconciliation is complete, review the results to identify any discrepancies
  * Results are bucketed into broad logical buckets in summary and greater detailing provided in Document view
* Use the Data Browser to address inconsistencies between the tax GLs and Compliance Registers

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FNjE9rRtfq0Dex14Ejf4f%2F827273de-9282-43a4-9557-3cd4ff20501c.gif?alt=media&amp;token=5db86003-9758-4db3-bd9e-8b6923f6c73a" alt=""><figcaption></figcaption></figure>

**Benefits**

* **Automatically identify and resolve discrepancies** between your tax GLs and Compliance Registers.
* **Prevents misreporting** and save time by enabling timely reconciliations, avoiding delays from manual data & recon preparation

#### **2. Data Browser**

An intuitive interface for effortlessly viewing individual GL data and Sales/Purchase registers. Analysing mismatches and missing scenarios is made effortless with the presence of GL data on CCC platform.&#x20;

* Easily access and analyze financial transactions and records. For instance, identify any mismatched or missing documents in the GL View. Users can promptly identify adjustment entries that should not be present in the GL.
* The platform translates ERP data into a single consolidated view, simplifying the actions on recon results, as compared to ERP systems where data is scattered across multiple tables and views.
* Utilize the **Trial Balance view** to ensure that all data is accurately retrieved post-integration. This view consolidates all necessary ERP data, ensuring data consistency and reliability. Consequently, downstream systems gain enhanced trustworthiness and efficiency.

**Quick look**

* Go to the 'Data Browser' section in GL Stream
* Choose whether you want to view Trial Balance, GL data or Sales/Purchase invoices.
* Use the filtering and search options to narrow down the data to the specific records you need.
* If needed, export the data for further analysis or reporting

<div align="center"><figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FUMLeNSEIkDOH1ItPtC4e%2F7352cf06-d6e0-44e6-8132-37e6cfaf2a9b.gif?alt=media&amp;token=a5725c3d-b84f-48e6-9950-59280bb1d22f" alt=""><figcaption></figcaption></figure></div>

#### <mark style="color:orange;">CUSTOMER LIFECYCLE MGMT</mark>

#### **Customer Journey on  Product**&#x20;

Launching an Industry-First **Clear Compliance Cloud** exclusive feature that offers unified view of the customer journey post sales.

Customers can now stay informed with real-time progress for the key milestones covering **Onboarding**, **Integration**, **Value Delivery** and **Regular Engagements**, replacing outdated manual and offline status updates.

**Summary Section** highlights recent milestones, areas needing attention, and details on the upcoming engagement activities.

**Key milestones tracking on the Product UI**

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FO19J2iTLkuERaWNh92Nt%2F3c9e7687-57aa-4633-ab53-1efc72859250.gif?alt=media&amp;token=67d0d321-fc1b-4610-87dd-894dd9d3bec3" alt=""><figcaption></figcaption></figure>

* **Onboarding:**
  * *Onboarding Kick off & Account setup:* Captures onboarding kickoff and account setup details
  * *Product Training:* Access to historical training activities and earn training certifications directly from the product UI.
  * *Integration:* Monitor the entire integration journey from kickoff to go-live

<div data-full-width="true"><figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FMwrEztd6hhkL7o8yrLtd%2F332ac105-34b4-4da9-9dcc-7864a296c9d3.gif?alt=media&amp;token=20ab9367-1101-4f90-bca5-2cee05a8d14d" alt=""><figcaption></figcaption></figure></div>

* **Value Delivery:** Monitor compliance scores and track feature adoption
* **Regular Engagement:** Access records of past interactions and upcoming future engagements
  * *Business review connect's:* Access to all the past service reviews
  * *Support:* Raise ticket seamlessly and track the status of active and closed tickets
  * *Product Release notes:* Stay updated with new features, enhancements, and bug fixes
  * *Webinars:* Access a wide range of webinars on various subjects and topic

#### <mark style="color:orange;">CLEAR GST</mark>

**Action Error Report&#x20;*****\[EA]***

*Previous State:* Users were not notified when an action caused an error, nor were they informed about the cause or the number of affected documents.

*Solution*: Now, if an action fails for any reason, users will receive a **downloadable report** in the notifications section. This report, in Excel format, will detail all affected documents, the specific errors encountered, and provide actionable steps for resolution. We have released it for a limited set of clients, with plans to make it available to all soon.

#### <mark style="color:orange;">TDS</mark>

**Changes based on latest RPU 5.2 version utility**

With RPU utility version 5.2 , below changes made by department are supported in Clear TD

* Department restricts correction of certain deductions that are already filed.
  * *Primarily deductions that are identified for prosecution (as per their notice)*
* Deductions in the conso file with Mode type 'R' are restricted from updates.
* While importing excel data for correction returns, we will validate and show errors in-case these type of deductions are attempted for updates.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fq4Wig1KYiFL26NbXa91P%2Fimage.png?alt=media&amp;token=69cd07b0-d985-4205-97ad-81252ef992d5" alt=""><figcaption></figcaption></figure>

**Other changes**

1. Lower deduction certificate applicability for from FY 2023-24 onwards for Form 26Q and Form 27Q for 194LBA(a), 194LBA(b), 194LBA(c)
2. For Form 27Q, TDS can be deducted at < 20% Rate for cases when PAN of the deductee not available, provided if Email ID ,Contact number, Address and Tax Identification number details are provided. This applicability is extended to additional nature of remittances
3. Supporting Lower / No deduction Remark "P" for section 195 and nature of remittance "Interest Payment" from FY 2024-25 Q1 onwards for Form 27Q
4. Supporting Lower / No deduction Remark "Z" for section 194D from FY 2024-25 Q1 onwards for Form 26Q

**Email TDS certificates from users' own email domain**

* Users' can email TDS certificates to their Deductees from their own email domain.
* SMTP email settings need to be configured as a one-time activity for the same.

#### <mark style="color:orange;">CLEAR IDENTITY</mark>

**Face Match API**: The Face Match API provides a secure method for comparing and verifying identities using cutting-edge facial recognition technology. It accurately matches faces from two images (e.g., a selfie and an ID card). This API Complies with RBI guidelines for Digital KYC through reliable and secure facial recognition. Useful for companies operating in Banking, Financial Institutions and Insurance sector.

**Face Liveness Check API:** The Face Liveness Check API provides a secure method for determining if a face is real and not a photo or video spoof. It uses advanced algorithms to detect liveness from an image. API is useful for companies operating in Banking, Financial Institutions and Insurance sector.

&#x20;

#### <mark style="color:orange;">COMPLIANCE SCORE CARD</mark> <mark style="color:orange;"></mark>*<mark style="color:orange;">(</mark><mark style="color:orange;">**EA**</mark><mark style="color:orange;">)</mark>*

The Compliance Score Card is designed to provide tax leaders a comprehensive overview of the business's compliance health.

1\. **Score card view:** View the detailed compliance score based on tasks completed in Direct Tax (DT) and Indirect Tax (IDT). Compare the average and median scores achieved by other enterprises, along with the Clear Score and the maximum possible score which can be achieved. The breakup of detailed tasks list view across DT and IDT along with the Productivity status and assurance achieved against each task .

**Note** : The compliance score is based on tasks from the previous month. For example, selecting July 2024 shows the score for June 2024.

2. FAQs on how compliance score is getting calculated, how clear can help in improving the same.
3. The scoring system considers all PANs collectively. This means that if any GSTIN/TAN is performing a task, the score will be assigned. The objective is to emphasize that the ability to execute tasks remains intact, even if just one GSTIN/TAN is actively performing.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FnZUUv8vGinV0y7nt3bDs%2Fddf10c76-996b-4443-8b7e-c83e572ab997.gif?alt=media&amp;token=141f8e83-e4fc-46f1-b46a-97c42f0caa02" alt=""><figcaption></figcaption></figure>

### Clear Supply Chain <a href="#clear-supply-chain" id="clear-supply-chain"></a>

**Supply Chain Globalisation:** *We are live with the first international customer for Supply Chain Suite (AP, Vendor Portal and Management) - Wipro PARI US*

Wipro Enterprises, a leading provider of consumer goods and engineering solutions, has successfully implemented Clear Supply Chain Cloud, automating its accounts payable and vendor management processes.

By streamlining these critical processes, Wipro Enterprises is poised to revolutionise its supply chain, driving significant improvements in:

* Vendor empowerment: Our vendor portal grants thousands of Wipro Enterprises’s global vendors real-time visibility and streamlined interactions, enhancing collaboration and reducing administrative burdens.
* AP optimisation: Streamlined processes, increased control, and improved transparency lead to substantial cost savings in Wipro Enterprises's accounts payable processes.
* Data-driven supply chain: Leveraging data insights, Wipro Enterprises can make informed decisions to optimise vendor performance and overall supply chain efficiency.

#### <mark style="color:orange;">VENDOR PORTAL</mark>

1. **Reference and Attachment Sharing:** Vendors can now share supporting documents such as EWB, E-invoice, QR etc along with an invoice as a supporting document for verification. This will enable faster invoice processing. Supporting file formats include PDF, JPG, JPEG, PNG
2. **Payment Status Update:** Anchors can mark an invoice as Paid with additional comments. This ensures vendors have visibility of invoice payment status. This is currently available for non-integrated customers

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FyzOosqPBt6loQ4AWHCJA%2F59760aa8-e5c7-40cc-8a4d-a3ce315afce8.png?alt=media&amp;token=fd1c13d7-e045-4c6b-b903-66cb01b39528" alt=""><figcaption></figcaption></figure>

### GCC <a href="#gcc" id="gcc"></a>

#### <mark style="color:orange;">CLEARTAX E-INV</mark>

#### **AI powered chatbot to answer your queries anytime, anywhere (*****EA)***

* Get quick answer to your queries on validation errors in E-Invoicing and other generic queries in a few seconds by asking our AI powered chatbot
* Get details about your account and invoices along with their status instantly
* Access the chatbot which is available for early access in our KSA sandbox

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fb4BigQZBjgsHj6IeerGj%2Fimage.png?alt=media&amp;token=a5ccbd13-c211-4b52-8188-71cf60aa0394" alt=""><figcaption></figcaption></figure>

#### **Enhanced user access and control with the new 'Generate Only' role**

* Introducing the new 'Generate Only' user role in E-Invoicing which allows users to upload data and generate E-Invoices while allowing access to reports and dashboards
* Protect the crucial functions like registering the new device, inviting users and modifying account settings by not providing the access to the new role

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FYHO2y3uAyqPzhf162P40%2Fimage.png?alt=media&amp;token=9735f252-61cb-442d-b1f0-c69925d52909" alt=""><figcaption></figcaption></figure>

#### <mark style="color:orange;">ZATCA E-INV RECONCILIATION</mark>

**Enhancements and Bug Fixes:**

**Import history to keep track of all file uploads:**

* An import history page to keep a track of multiple files that are uploaded to run reconciliation

**Showing further buckets inside 'Suggested Match' to help with decision making**

* Displaying results in more depth inside ‘Suggested Match’ by categorizing the results based on quantum of mismatch
* The buckets are - Low, Medium and High based on the amount mismatch. The buckets are configurable

## Release 29 |July-2024

### July 2024 | Enhanced ITC Bulk Actions <a href="#july-2024-or-enhanced-itc-bulk-actions" id="july-2024-or-enhanced-itc-bulk-actions"></a>

This month, we focused on streamlining compliance and boosting efficiency across your business operations. The Clear Compliance Cloud update brings a host of new features, including simplified GSTN interactions, enhanced GSTR-2B reports, bulk ITC actions and much more! Our Clear Supply Chain Suite now features improved invoice processing with a more accurate OCR model, streamlined workflows in Accounts Payable, and a brand new Vendor Portal for better collaboration.

**Key Highlights of This Release**

1. Simplifies GSTN data interactions, easy status tracking, actionable error messages for an elevated user experience (*CLEAR GST)*
2. Bulk Actions for 2B vs PR Comparisons for improved efficiency and streamlined ITC action process (*CLEAR GST)*
3. E-invoicing & E-way bill (EWB) Dashboard to identify trends, get insights and make informed decisions. (*CLEAR E-INVOICING AND E-WAY BILL)*&#x20;
4. The Optical Character Recognition (OCR) system now supports multiple models for improved invoice digitisation accuracy (*CLEAR SUPPLY CHAIN, ACCOUNTS PAYABLE)*
5. Improved vendor search by name or code, unit of measurement comparison between invoices and purchase orders, and editable tax code field for invoice posting (*CLEAR SUPPLY CHAIN, VENDOR PORTAL)*&#x20;
6. Invoices not generated or failed can now be printed with a 'Draft' watermark. Share ungenerated invoices with buyers for verification, and failed ones with the team for corrections (*GCC)*

### India <a href="#india" id="india"></a>

### Clear Compliance Cloud <a href="#clear-compliance-cloud" id="clear-compliance-cloud"></a>

#### <mark style="color:orange;">**CLEAR GST**</mark>

1.**Enhanced Government Interactions**

* *Unified Government Interaction Flow:* A streamlined government interaction flow ensures a consistent experience for downloading or uploading data to/from the GSTN.
* *Comprehensive Data Status Page:* A "Data Status" page is now available on government interaction pages. It enables you to:
  * Monitor data download status for PAN/GSTINs and different GST forms across all return periods.
  * Download data for all return types and periods at once, up to 3 years, from the same page.
* *Clear and Actionable Error Messages:* Issues like non-generation of G2B, the requirement to file a response to DRC-01C before downloading G2B, or inapplicable returns will prompt clear error messages. Users can take necessary actions directly from the page to streamline issue resolution.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FXwKJGVQYPtIkliJvKONB%2FUnified%20GSTN%20(1).gif?alt=media&amp;token=992b9c24-d78a-4bbf-8d3c-49f02cfb5107" alt=""><figcaption></figcaption></figure>

2. **Introduction of Bulk Actions for 2B vs PR Comparisons**

A new feature allows users to perform bulk ITC actions on GSTR-2B vs PR reconciliation results, making it easier to take ITC actions.

* Users will now see documents grouped logically, along with recommended actions to take ITC action in bulk.
* This reduces the need to apply multiple filters and perform actions individually, streamlining the process and improving efficiency.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FE7Xt3RR5ClRuw6Gag9Wi%2Fimage.png?alt=media&amp;token=94dd7a19-baf5-49e6-a619-b8ff87db09d4" alt=""><figcaption></figcaption></figure>

3. **Enhanced Reconciliation Accuracy and ITC Document Inclusion**

   E-commerce operator transactions in GSTR-1 Table 15 (section 9(5)) are now included in the GSTR-2B vs PR reconciliation, improving accuracy and computation of Table 4 e-commerce transactions. Additionally, ITC actioned documents are displayed in reconciliation results if the ITC action month aligns with the return period, regardless of GSTR-2B or purchase register periods. This resolves previous visibility and pending status issues by including ITC documents from prior months in the current return period.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F9u30rnAud1Xutrt30xn2%2Fimage.png?alt=media&amp;token=f0e4944d-a94b-44e1-9903-754ca6a9e0a8" alt=""><figcaption></figcaption></figure>

&#x20;**4.Other Enhancements**\
Users can now access the original transaction details for any amended transactions, enhancing transparency.

* Original Transaction Information: The GSTR-2B report now shows the original details of amended transactions.
* Data Fetching: System retrieves original details to display alongside the amended ones for a comprehensive view.

#### <mark style="color:orange;">E-INVOICING & EWB</mark>

1. **Insights and Analytics dashboard for E-invoicing and E-way bill** EA

Launching the Insights and analytics dashboard for the users to enable them take informed decisions and improve operational efficiency

* **Sales Revenue Insights**: Key sales revenue trends, YoY, YTD, and MoM metrics, Insights on top buyers and product lines from E-invoices.
* **Tax Liability Insights**: Track YoY, YTD, and MoM metrics, view splits by CGST, IGST, and SGST.
* **Usage Dashboard**: Monitor E-invoice and E-way bill usage and track success rates for product usage.
* **Error Reports**: Identify and monitor errors encountered during E-invoice and E-way bill generation

The reports will enable informed decision-making, enhanced operational efficiency and improved financial management.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FmQYVUHcRNFpEyeaDxUF5%2Fdownload%20(5)%20(2).gif?alt=media&amp;token=922586ed-7799-4859-9965-3afb5dc86c33" alt=""><figcaption></figcaption></figure>

2. **Improving business continuity by onboarding on both NIC and ClearIRP**

* **New User:** Add multiple GSTINs during onboarding. Create or add already created authentication credentials for NIC and ClearIRP for multiple GSTINs
* **Existing Users:** Add/create authentication credentials for the GSTINs from the API credentials setting for both NIC and ClearIRP

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fmx2aus2dUIcubM61cUry%2FUntitled%20(Presentation)%20(1)%20(1).gif?alt=media&amp;token=f73059aa-e559-426b-872f-d39b5a3df1d6" alt=""><figcaption></figcaption></figure>

### Clear Supply Chain <a href="#clear-supply-chain" id="clear-supply-chain"></a>

**US Expansion**: The Clear Supply Chain Suite, encompassing Accounts Payable, Vendor Management, and Vendor Portal modules, is live in the United States.

#### <mark style="color:orange;">**ACCOUNT PAYABLE**</mark>

* **Enhanced OCR Model for better extraction:** The Optical Character Recognition (OCR) system for digitizing invoices and other documents in Accounts Payable (AP) now supports multiple models and includes fallback options for improved accuracy and reliability.
* **Improved search for Vendor Code:** Users can search and select vendors by Vendor Name or Vendor Code for Purchase Invoices, removing the need to know ERP and Vendor Code details.
* **Units of Measurement - Invoice <> Purchase Order Comparison:** To streamline the posting of invoice line items, users can now compare units with the Purchase Order (PO) before posting. Aliases for each unit have been added to enhance efficiency.

**Improvements to support posting of PO related invoices**

* The Tax Code field in PO invoices is now editable for updating tax details pre-posting.
* Business hierarchy fields are now available for reviewing and modifying business details pre-invoice posting.

#### <mark style="color:orange;">**VENDOR PORTAL**</mark>

Vendor Portal Module is Live.

* **Invoice Sharing**: Vendors can now share invoices directly linked to Purchase Orders (POs) with Anchors through the portal. This feature eliminates the need for manual processing and streamlines invoice handling.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FnBbd2QhGpFa0yrYAN96u%2Fimage.png?alt=media&amp;token=e089458d-d70b-4e0b-bdf2-f3bb54fdf73c" alt=""><figcaption></figcaption></figure>

* **Vendor Chat**: The portal supports direct communication between Vendors and Anchors. Notes and messages can be exchanged against any invoice, facilitating better collaboration and faster issue resolution.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fzu0rYIneFMVfhTd8JDsD%2Fimage.png?alt=media&amp;token=300dfd60-3b71-4bb5-9254-f1c8e820b65b" alt=""><figcaption></figcaption></figure>

### GCC <a href="#gcc" id="gcc"></a>

#### <mark style="color:orange;">**CLEARTAX E-INV**</mark>

**Enabling business to print invoices in any status with a watermark**

* Invoices that are not generated or failed due to an error can now be printed with a 'Draft' watermark
* Not generated invoices can be shared with your buyer for verification and sign-off
* Failed or rejected invoices can be shared with the respective team for making corrections

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F3vwY5yRV17AsR8rAW9v2%2Fimage.png?alt=media&amp;token=2217492f-d913-442b-8ba9-3b3063e87f3a" alt=""><figcaption></figcaption></figure>

**Never make an incorrect invoice by sharing draft invoices over email internally or externally with your buyer**

* Email invoices in any status including ‘Not Generated', ‘Failed’, ’Not Reported', ’Not Cleared'
* Emailed invoices will have a 'DRAFT' watermark to help with identification

**Keep your E-Invoicing web portal clean by deleting unwanted invoices**

* ‘Delete' unwanted or erroneous ‘Not Generated’ or 'Failed’ invoices with a single click

  * Documents in other statuses cannot be deleted as invoice hash has to be preserved for audits

  <div align="center"><figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FKZDNCMM65WPFRMCYGYT3%2Fimage.png?alt=media&amp;token=bd0b7a52-a90c-44aa-9594-2bb0658fbee0" alt=""><figcaption><p>Delete single or multiple invoices with a single click</p></figcaption></figure></div>

**Enhancements and Bug fixes:**

* **Additional validation to block creation of multiple invoices with same document number but different document type**
  * This validation is as per VAT regulations which mention that document number should be unique by document type in a financial year
  * This validation is not done by ZATCA leading to issues during audit
* **Create ‘Adjustment’ invoices with negative or positive amount due for payment**
  * While adjusting ‘Advance' or 'Prepayment’ invoices the payable amount can be positive or negative depending on supplies are more or less
  * Now create adjustment invoices for both positive and negative scenarios
* **Easily download attachments received in an email**
  * Attachments in an email triggered are now directly accessible instead of a zip file
  * Easily download and use them for verification or sharing
* **Scroll through thousands of contacts easily**
  * Showing large number of contacts in multiple pages to help easily scroll through them and select
* **Showing all numbers in international format on the web portal for easy understanding**

  * All currency and numeric fields displayed on the web portal are now shown in millions, billions format for easy understanding
  * This is done on all pages - Dashboard, Documents, MIS Dashboard and reports, Import History

  <figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fb2GNo5a5asYg8s9iBOTJ%2Fimage.png?alt=media&amp;token=16ac2306-76aa-4b06-a8d0-d6963212766d" alt=""><figcaption></figcaption></figure>
* **View the summary of E-Invoice generation at VAT and branch level in the Dashboard screen**
* **Blocking multiple device registration calls at the same time to avoid duplication**

&#x20;

#### <mark style="color:orange;">ZATCA E-INV RECONCILIATION</mark>

**Enhancements and Bug fixes:**

* **Easily modify between time periods and check the results of reconciliation**

  * Change or modify the time period of recon from the date selection option at the top
  * Also understand the time period of the results displayed easily with date label

  <figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FWbaTD4oHqEY7MXILitqp%2Fimage.png?alt=media&amp;token=d6b65d28-90a5-4ae4-bc43-1f374c7d6e0e" alt=""><figcaption><p>Date filter and label with recon</p></figcaption></figure>

**Easily understand large reconciliation results with numbers in international format**

* All currency and numeric fields in the summary and detailed view page are displayed in international format for easy understanding and consumption

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FWnlK0rcihj2Ibx4s7URf%2Fimage.png?alt=media&amp;token=4d40a846-9686-4d62-a1f7-fdc94d09fcff" alt=""><figcaption><p>Numbers and currencies in international format</p></figcaption></figure>

## Release 28 |June-2024

### Jun-2024 | Streamlined Data Preparation for Compliances <a href="#jun-2024-or-streamlined-data-preparation-for-compliances" id="jun-2024-or-streamlined-data-preparation-for-compliances"></a>

This month, our primary focus has been on streamlining data transformation processes to minimize errors and manual effort. In addition, many new features and updates have been introduced across Accounts Payable, Vendor Management, TDS, e-invoicing etc.

#### Key Highlights of This Release <a href="#key-highlights-of-this-release" id="key-highlights-of-this-release"></a>

1. Automatically transform ERP data to compliant Purchase Register format, improving accuracy and reliability for compliance. (*CLEAR GST)*
2. E-invoicing status page will Auto-Update to include ClearIRP API health status, allowing users to monitor uptime and receive email alerts for performance issues. (*CLEAR E-INVOICING AND E-WAY BILL)*
3. Xpedize now offers automated email alerts for API clients. Resellers will receive notifications for both downtime and uptime issues, significantly reducing support escalations. *(CLEAR IDENTITY API)*
4. Identify inoperative PANs, calculate potential TDS notices and get excel reports showing tax impact and short deduction amounts for inoperative PANs. *(CLEAR TDS)*
5. Enhanced error handling for DRC-01B/01C notices and integration of ADT-02 audit closure reports in Notice Management. *(NOTICE MANAGEMENT)*
6. Improved UI for invoice review, easy Excel upload for sales demonstrations and UAT, and automated PO line item matching enrichment. *(CLEAR SUPPLY CHAIN: ACCOUNT PAYABLE)*
7. New validation checks on vendor submitted data including GSTIN matching, auto-mapping organization type etc. *(CLEAR SUPPLY CHAIN: VENDOR MANAGEMENT)*

### India <a href="#india" id="india"></a>

### Clear Compliance Cloud <a href="#clear-compliance-cloud" id="clear-compliance-cloud"></a>

<mark style="color:orange;">**CLEAR GST**</mark>

ERP outputs generally do not align with compliance standards, leading to extensive manual efforts and data preparation tasks. In particular, generating a purchase register is a laborious process. Clear unveils **‘PR Data Transformation’**, a new feature designed to tackle the obstacles encountered by tax teams when manually preparing data for compliance. *<mark style="color:green;">**EA**</mark>*

Users can now simply upload raw ERP data (no template changes needed). Through a one-time setup process, Clear automatically transforms it into a compliant purchase register format, eliminating the need to modify raw file templates. With *PR Data Transformation,*

* Automate repetitive tasks: Reduce time and effort for data preparation.
* Minimizes errors, ensuring higher accuracy in compliance and reporting.
* Reduces the risks associated with Excel, minimizing data corruption or loss.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F1s8zDu9PhK3Oy7kHqaOL%2FDataTransformation-gif-.gif?alt=media&amp;token=a6e34057-192f-4729-80e6-14b4b2f133e4" alt=""><figcaption></figcaption></figure>

Experience a simplified data onboarding process, reduce operational inefficiencies and streamline compliance workflows.

<mark style="color:orange;">**CLEAR E-INVOICING AND E-WAY BILL**</mark>

**ClearIRP: Health Status page**

* Clear E-invoicing status page is now updated with ClearIRP API health status. Users can view the ClearIRP uptime and API health status on the status page.[![](https://dka575ofm4ao0.cloudfront.net/assets/pages/status/atl_favicon-orange-5b553860a7ad00d3bed297f45871ba9e19b53d83ed47447ed737d8eea959ad4d.png)ClearTax EInvoicing Status](https://cleartax-einvoicing.statuspage.io/)
* Users can subscribe to the status page to receive email alerts for any API performance issues.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FpcleRRoaHe0taGmNEw9z%2Fimage.png?alt=media&amp;token=e8ac8825-2949-451e-803f-ce9fc9f30cdf" alt=""><figcaption></figcaption></figure>

* **Fixed Duplicate E-way bill generation issue** - Avoid generation of multiple E-way bills on the same invoice number by recalibrating the retry logic in case of govt infra (server downtime or slowness) issues.
* **Partial document number search in filters** - Improved the document number filter on the invoices and E-way bill screen to include partial search
  * At-least 3 digit needs to be provided to complete the partial document number search
  * The digits provided is matched against the initial digits of the document number. Pattern search within the document number is not supported
* **Added a 'Generation source' filter** on the invoices screen to check which invoices are generated on NIC and ClearIR&#x50;**.** Based on the filter selected the data in the invoice table is refreshed.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FRc2tJg72yRVd8ZLINRmI%2Fimage.png?alt=media&amp;token=404df9b5-2ad0-4f4e-ad73-3626046dcb1a" alt=""><figcaption></figcaption></figure>

* **Improved the HSN code validation** for E-invoice and E-way bill for a higher success rate
  * Business turnover >=5Cr - At least 6 digit HSN code is required to generate IRN and E-way bill
  * Business turnover <5Cr - At least 4 digit HSN code is required to generate E-way bill

<mark style="color:orange;">**CLEAR IDENTITY API**</mark>

**Automated Customer Alerting**: Customer Alerting is now live for all API clients. Now, customers will get an automated email from Xpedize support whenever any API is facing a low success rate. Alerting is live for both downtime and uptime.

<mark style="color:orange;">**CLEAR TDS**</mark>

**Form 24Q Q4 Updates:**

* Identifies inoperative PANs in salary details and calculates potential TDS notices with 20% tax.
* Excel reports show tax impact and short deduction amounts, along with error message, for inoperative PANs.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FN4UAm1ZfhB5YVWC48cFO%2Fimage.png?alt=media&amp;token=8d561449-d2fd-4464-8394-1d9cb936ed80" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FuWQPZzT98i09xuRTZ3R7%2Fimage.png?alt=media&amp;token=907c0a46-d17c-42f0-b206-55a70a7994b8" alt=""><figcaption></figcaption></figure>

**Other Updates**

* Download challans from ITR portal instead of OLTAS (after April 1, 2023)
* Filter Form 26Q salary details by Section 115BAC filter option based on the financial year.

<mark style="color:orange;">**NOTICE MANAGEMENT**</mark>

**Bug Fixes & Enhancements**

1. More robust DRC-01B and DRC-01C notice handling. We’ve updated the error handling for DRC-01B/01C cases when notices cannot be found on the Return Compliance section of the GST Portal.
2. Notice Management now fetches Audit Closure reports for ADT-02 notices issued on the Notice Management portal.

### **Clear Supply Chain** <a href="#clear-supply-chain" id="clear-supply-chain"></a>

<mark style="color:orange;">**ACCOUNTS PAYABLE**</mark>

1. **Improved UI for Invoice Review:** With the new right navigation panel, user can easily toggle off the errors while they are reviewing or working on data extracted via OCR

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FB2YGS1U1KC9p1RhfTFlh%2Fimage.png?alt=media&amp;token=3587f36c-56a0-4fbd-8f5b-b7669dea63de" alt=""><figcaption></figcaption></figure>

2. **Easy Excel upload option to enable Sales POCs and Non-Integrated UAT:** An option in Sandbox Environment is now available to upload the master and transaction data via excel. New users can now start UAT for SaaS in Sandbox, without the need for integration

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fuzve5NSRyzxIiCqDFw8l%2Fimage.png?alt=media&amp;token=a8419460-d84d-4b2d-be7d-14664d8d5be6" alt=""><figcaption></figcaption></figure>

**PO line item matching enrichment with LLM classifier**

There was always a manual intervention in entering PO Line item number for invoices as this field was not available in Invoice PDF to extract via OCR. We have taken a step towards improving this experience by autofilling this field based on the following criteria -

1. If the invoice line item has a direct match wrt to PO Line on - HSN or SKU Code or Item Description
2. Partial Item description matching with LLM

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FRt2DevH7osp2uxMiypLy%2Fimage.png?alt=media&amp;token=2851e112-6da2-43e4-b6b5-fcce378f1baf" alt=""><figcaption></figcaption></figure>

**Bugs & Enhancements**

1. VAPT related fixes: Issues identified after security check across the AP solution have been fixed
   1. Improper error handling, where Java text was being exposed
   2. Blocking of any kind of malicious file upload
   3. Implementation of rate limits for the API calls
   4. Fixes for vulnerabilities while accessing data with specific user roles
2. Other fixes Fixes
   1. Preview Fields - Incorrect values which was coming in Preview screen has been fixed now
   2. Source data was returning blank in the STP, a Backend fix was deployed for it

<mark style="color:orange;">**VENDOR MANAGEMENT**</mark>

**New Validation checks on Vendor submitted data added:**

* State of GSTIN and registered address Match Check
* Type of Organisation in Customer’s ERP can now be auto-mapped from Constitution of Business in GSTIN t
* Public/Private Limited Companies not providing MCA cannot proceed
* MCA Director Name, DIN auto-fetched
* PAN MSME Name Mismatch Warning
* Bank Branch Details auto fetched from IFSC Code<br>

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FOEiQ7mwo7NctiQ0V5isY%2Fimage.png?alt=media&amp;token=a1528089-7fa4-4b7e-bb08-8f02d5c81e5b" alt=""><figcaption></figcaption></figure>

**Enhancements and Bug Fixes**

1. **Update Vendor Code:** Customers now have the capability to update the vendor codes in non-integrated versions, ensuring sync with the ERP.
2. **Re-order Columns**: Users can now configure the columns available in the existing vendor’s list view as per their needs
3. **Support for International Vendors ( Country and Mobile no.):** For customers having international vendors, earlier there was no option to add details of vendor country and phone no. To address this, support for the same is provided out of the box for all existing and new customers, at the time of inviting the vendors itself.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FCCT9a7SPfM2P5C5MXB8V%2Fimage.png?alt=media&amp;token=38a309b5-a466-4f2e-84c2-1677ed4d3115" alt=""><figcaption></figcaption></figure>

### GCC <a href="#gcc" id="gcc"></a>

<mark style="color:orange;">**CLEARTAX E-INV**</mark>

**Enhancements and Bug Fixes**

* **Additional custom fields at document and line item level to help businesses**
  * Supporting a total of 150 custom fields at document level and line level combined to give flexibility to businesses to include all information helpful to their sales/operations teams
* **Displaying warning messages of an invoice in the edit screen to help corrections**
  * Warning messages given by ZATCA for reported invoices are now displayed in the invoice edit screen
  * This will help the IT and finance teams of taxpayers to plan any corrections needed to future invoices

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FzCzVSDBcahYY4RAAY35K%2Fimage.png?alt=media&amp;token=da06b647-9b7a-4ca5-b7ef-84c2af6d3063" alt=""><figcaption><p>Sample screenshot of an invoice containing errors and warnings.</p></figcaption></figure>

* **Issue time and generated time will be in KSA time for all B2C invoices to help operations teams**
  * Generated time which is based on the system time of the signing system is now fixed to be always same as generated time. Both will be in KSA time
  * We have updated the ZATCA SDK file to consider the system time in KSA standard time and the new version of the SDK can be incorporated in those systems generating invoices offline. Please reach out to your CSM to get access to the updated SDK
* **Easy options on the web interface for users to switch from phase 1 to phase 2**
* **Also displaying incorrect Arabic values in the error correction screen**
  * Arabic values part of the invoice and incorrect are now shown in the error correction screen to help user make corrections

## Release 27 |May-2024

### Introducing GL-Stream: Directly stream your GLs for indirect tax compliance <a href="#may-2024-or-introducing-gl-stream-directly-stream-your-gls-for-indirect-tax-compliance" id="may-2024-or-introducing-gl-stream-directly-stream-your-gls-for-indirect-tax-compliance"></a>

This month, we are delighted to introduce GL-Stream, a transformative solution driven by a commitment to simplifying tax compliance and assuring your peace of mind.&#x20;

GL-Stream removes the burden of managing specific GSTN formats, data transformation, general ledger changes, etc. for tax teams. Instead, it empowers them with complete and accurate data for compliance, ensuring accuracy, efficiency, and peace of mind for the enterprise.

Let's explore the updates we've made across all our products this month!

#### Key highlights of this release <a href="#key-highlights-of-this-release" id="key-highlights-of-this-release"></a>

1. Introducing GL-Stream: Integrates with general ledgers for automatic, accurate tax compliance *(GL-Stream)*
2. Improved data insights, ingestion template fixes, and bug resolutions (*Clear GST*)
3. Introduction of a unified Form 24Q template, support for new government changes, and proactive identification of potential notices applicable due to short deductions for inoperative PANs. (*Clear TDS*)
4. Faster response time, unified generation, E-way bill support via ClearIRP, advanced filtering options, and back-dated invoice restriction, enhancing business continuity and user experience (*Clear E-INV*)
5. Enhanced features include auto-fill tax codes, saved filters, OCR value verification, project element allocation, invoice preview at all stages, increased line item support, and improved PO selection. (*Clear Supply Chain & Accounts Payable*)
6. Enables Arabic translation of invoice fields, in-product support ticket creation, and improved reports with detailed tax breakdowns *(GCC)*

### India <a href="#india" id="india"></a>

### **Clear Compliance Cloud** <a href="#clear-compliance-cloud" id="clear-compliance-cloud"></a>

<mark style="color:orange;">**GL-Stream**</mark> *<mark style="color:green;">**EA**</mark>*

GL-Stream is designed to streamline your tax compliance by integrating directly with your general ledgers in a matter of days. It eliminates the need to adapt your workflows to government tax reporting formats, enabling your company to avoid errors and notices and enabling your teams to work at unparalleled efficiency.

The first release of GL-Stream covers Indirect Tax Compliance (i.e., GST-Purchase Register, GST-Sales Register)

**How does it work?**

* **One-time installation:** Single integration for all product modules, enabling seamless addition of new features without connector updates. (e.g. When future support of GL-stream is extended to Account Payables, TDS Deductions, Invoice Discounting, etc., additional changes in the ERP will be minimal).
* **Auto Scheduler:** Automatically pulls raw data from GL as per a scheduled frequency, ensuring your tax data always reflects the latest information.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fw662zYp3lVV6pB1zcg79%2Fimage.png?alt=media&amp;token=246df867-d791-46d6-9211-97f87422b436" alt=""><figcaption></figcaption></figure>

* **Data Quality Score:** Proactively identifies data gaps and potential errors upfront, minimizing inaccuracies and maximizing reporting confidence.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FcUMn0fAyjp8wOGJcjpic%2Fimage.png?alt=media&amp;token=1fc8db67-dcf5-426d-abbc-46708ca26e41" alt=""><figcaption></figcaption></figure>

* **Transformation Engine:** Complex data transformations are handled at lightning speed without requiring any code changes within your ERP system. This ensures that right data is fetched and transformed into relevant compliance registers.
* **Automated 3-Way User Acceptance Testing (UAT):** Clear will validate the accuracy and completeness of your PR and SR, by comparing them against your Tax GL data and government reports (Filed G1, 2B). This eliminates the misses during UAT, ensuring accuracy.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FtWsCCU2nX10fSRsJdIWm%2Fimage.png?alt=media&amp;token=522a3747-1678-492f-9fda-e18c59c49c56" alt=""><figcaption></figcaption></figure>

**Support limitations:**

* GL-Stream is currently available only for SAP ECC, HANA. We are working to extend support to additional ERPs
* This capability is currently in Early Availability upon request

**What does this mean for you?**

* Achieve **100% accurate and complete** sales and purchase registers.
* Prepare your annual return with confidence every month, **avoiding year-end surprises.**
* **Adapt to changing regulations** and business processes without modifying your ERP.
* Reduce IT workload with a low-code integration project.
* Be up and running with GL-Stream in a matter of days, not months.

<mark style="color:orange;">**Clear GST**</mark>

1. **Addition of document view for GSTR-7 form in the data overview page:** We will now support document view for GSTR-7 in the data overview page, this will give an insight to the user for all the documents in GSTR-7 for TDS and TDSA

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FqdrWMPAMGxg2s1WJvkoJ%2Fimage.png?alt=media&amp;token=775d6387-8e97-4879-b41c-067c3c80f028" alt=""><figcaption></figcaption></figure>

2. **Fix in ingestion template for Quarterly month selection:** Users now can select the quarter month for the period for which they want to ingest the data, earlier the quarter month selection was not getting updated as per the month applicable for quarterly filers in the template, this was also throwing error during ingestion which was leading to failure in the ingestion.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FWGjvZiN2btDz2qC9O4NZ%2Fimage.png?alt=media&amp;token=1f71da76-82c2-40d6-bf08-b5556bcf921e" alt=""><figcaption></figcaption></figure>

<mark style="color:orange;">**Clear Max ITC**</mark>

**Stability Improvements**

Vendor Payment Fiscal Year Issue: Companies have payment settings enabled for their vendors basis the GSTR filing status. We have improved the logic to provide better clarity for cases of transition between financial years (e.g., from 2023-24 to 2024-25)

<mark style="color:orange;">**Clear E-invoicing & E-way bill**</mark>

**Supporting E-way bill generation via ClearIRP** *<mark style="color:blue;">EA</mark>*

* Faster response time and higher uptime with unified e-invoice and e-way bill generation powered by ClearIRP.
* Clear E-invoicing and E-way bill users can now generate both IRN and IRN based E-Way Bills on ClearIRP.
* This will enable uninterrupted business continuity with multliple IRP back-ups (ClearIRP & NIC)

**Support Limitations:** Only IRN based EWB generation is supported on ClearIRP, other actions like Non-IRN EWB generation, EWB cancel, EWB update etc will be supported via NIC.

**Optimization of Filters**

* Users can now apply multiple filters to filter the data by providing the input for different filters and then clicking on “**Apply Filter**” button to filter the data. Users can click on “**Clear**” button to remove the filters.
* Reduction in data filtering and data loading time on screen by taking all user inputs at once and then filtering the data

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FwD6gr0E5BzkDOtMnT0vf%2Fimage.png?alt=media&amp;token=e71d7c93-7575-41ef-906b-1d3dd8dfb7f7" alt=""><figcaption></figcaption></figure>

**Restricting back-dated invoices ingestion**

* Users can restrict the ingestion of invoices before a configured date through the import settings. Under the Local Settings → “Import Settings” , user can configure a date and click on “Apply” button.
* Any invoice before the configured date cannot be ingested and tried for IRN/E-way bill generation.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FcVhOtB13uLKnRMBE4gb1%2Fimage.png?alt=media&amp;token=2197b049-c842-426f-ab0c-043ba1190bff" alt=""><figcaption></figcaption></figure>

**Product improvements and enhancements**

* Resolved e-way bill quantity issue by replacing missing government API response with user input, now reflected on e-way bill print.
* Validation added for 6+ digit HSN code to generate IRN and EWB for >= 5Cr turnover, and 4+ digit HSN code to generate EWB for < 5Cr turnover.

<mark style="color:orange;">**Clear TDS**</mark>

1. **Support available for new government changes for Form 24Q Q4 return**
   * **New tax regime becomes the default option** & users need to opt-out to avail old tax regime.
   * **Special allowances under section 10(14):** Report utilized per diem expenses (daily allowances provided by companies for business travel outside India) so that the un-utilized expenses are accounted as Taxable Income
   * **Deduction under section 80CCH** by self contribution (Gross and Deductible)
2. **Unified template to import Salary and Annexure data for Form 24Q Quarter-4 return:** TDS import is cumbersome for large payroll companies due to separate salary and annexure templates with repetitive data entry across annexure sheets.
   * Introducing a new unified Form 24Q template, eliminating the need for separate salary & annexure templates.
   * Users to import the unified template twice: once for Form 24Q return preparation and again for Form-16 certificate generation. This reduces import complexity and saves valuable time.
   * Single-sheet design in Annexure details template for all columns simplifies data entry

<mark style="color:orange;">**Clear Identity API**</mark>

**Pan Verification API**: This API will take PAN, date of birth and Name as input parameters and will verify all the input fields, along with PAN status and Aadhar linking status of the PAN. This API is useful for companies providing KYC service, Customer and Vendor Onboarding services.

### **Clear Supply Chain**

<mark style="color:orange;">**Accounts Payable**</mark>

1. **Auto-fill tax codes:** For non PO invoices, we are now automatically populating the Tax Code based on the Tax Type and percentage extracted from the invoice. If a unique tax code is identified from the tax code table, it will now be auto-filled in the line item dropdown, eliminating manual selection for users
2. **Saved filters and views**: Users can now save a combination of filters for easy viewing

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FCdqV7dubdW02hg9rYN2J%2Fimage.png?alt=media&amp;token=bc230072-5bb7-4073-ac1b-5daaf26dab7f" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FoZw51MaRFE9Aqo9EYY71%2Fimage.png?alt=media&amp;token=b9aa7b76-7f65-4da3-b831-64fd89578e7d" alt=""><figcaption></figcaption></figure>

3. **Bounding box:** For values extracted from OCR for an invoice, upon selecting the field the corresponding values picked up from the invoice will be highlighted. Users an use this to quickly pinpoint the value on the document and can verify the values extracted.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fwzd50u8pv9IvKdMTNiS0%2Fimage.png?alt=media&amp;token=367e9dd5-68e2-4ab5-9358-6830f387732d" alt=""><figcaption></figcaption></figure>

4. **Added support for project elements (WBS):** Companies can now allocate invoice line items directly to specific projects, enhancing expense tracking capabilities.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FY4rqfmG3mBZWNoMS1lZ0%2Fimage.png?alt=media&amp;token=0712a8a8-8003-4360-b9e0-2782bcc847e7" alt=""><figcaption></figcaption></figure>

**Enhancements and Bug Fixes**

* **Preview at all stages:** Users can now access the ‘Preview’ page for **all** invoice states, not just ‘In Process.’ This lets you see simulated ERP calculations for any invoice, *regardless of its current stage*. Previously, the "Preview" was limited to 'In Process,' leaving users blind to ERP calculations after sending to ERP or in any other state post ‘In process’.
* **Support for 500 line items in invoice:** Users can now process invoices with upto 500 line items from earlier support for 50 line items
* **Auto-fill GRN:** If only one GRN is available for a PO, then it will be automatically filled instead of user needing to manually selecting it.
* **Filtering of open POs based on vendor selected:** Users will now see only open POs available for a vendor for selection of PO number within an invoice, instead of all PO numbers, making it easy to identify and select the required PO number

#### GCC

<mark style="color:orange;">**ClearTax E-INV**</mark>

1. **Translation of standard and custom fields at document and line level from English to Arabic:**

* Translate custom fields (document and line level) from English to Arabic helps businesses to share invoices with local entities for easy understanding and payment clearance.
* Download the translated info in the detailed Excel report for internal tax teams.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FplmZDNzWPcVAuAy9rftu%2Fimage.png?alt=media&amp;token=c2d96f96-8006-4033-8f80-94590b45e855" alt=""><figcaption></figcaption></figure>

2. **Support desk to raise tickets in product:**

* Now users can easily create support tickets on both sandbox and production from the product itself with 2 attachments of up to 24 mb
* Attachments allowed can be in csv, json, xml, xlsx and pdf formats
* The application has been enhanced to automatically capture entire page screenshots, offering a comprehensive view of full web pages, including scrolling pages and modes
* You can also track the status of the tickets and the previous tickets all at once place

**Enhancements and Bug Fixes**

* Enhanced summary report includes break-up of tax amount, taxable amount, and total invoice by tax category code for VAT filing preparation. Download from Reports section.
* Improvements to invoice level Lite and offline reports
  * Inclusion of the break-up of tax amounts at tax category code level to help tax teams to reconcile easily with sales data from their source systems.
  * Inclusion of prepaid amount, payable amount and rounding amount to help tax teams track the payments received against advance invoices
* Document and invoice numbers are now part of the email subject of the emails sent to buyers after invoice generation for easy identification and payment processing

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FebuX4MRnHIocNZJ3Ce11%2Fimage.png?alt=media&amp;token=4edac796-3312-4401-93ba-478320aa38ca" alt=""><figcaption></figcaption></figure>

## Release 26 |Apr-2024 &#x20;

### Improved Vendor Management

This month, we empowered customers with greater control and efficiency in vendor management and tax workflows. The new features are designed to effectively handle vendor details, facilitate seamless onboarding, expedite invoice processing, improve communication efficiency, and ensure tax compliance for improved business outcomes.

#### Key highlights of this release

1. Enabled one-way bulk email functionality to request missing documents from vendors and safeguard working capital (*Clear GST & Clear Max ITC*)
2. Updated GSTR-1 and GSTR 2B report flows with Tables 14 & 15 details (*Clear GST)*
3. Integrated new APIs for generating IRN-based E-Way Bills on ClearIRP and other improvements and fixes (*Clear E-INV*)
4. Accounts Payables has been improved with SRN for service invoice matching, estimated tax values preview, up to 5 custom fields addition, prefilling line items from selected sources, and viewing linked documents within an invoice (*Clear Supply Chain & Accounts Payable*)
5. Update vendor details (MCA CIN, MSME Udyam) or contact/address information. Reassign or add missing approvers in new vendor onboarding requests *(Clear Supply Chain & Vendor Management)*
6. Improved web interface for faster data upload, multi-error correction, new invoice edit flow, refreshed visuals, and MIS dashboard with reports. Introduced E-Invoice vs. Sales data reconciliation feature *(GCC)*

#### INDIA

### **Clear Compliance Cloud**

<mark style="color:orange;">**Clear GST & Clear Max ITC**</mark>

**One-way vendor email functionality** has been enabled in GST 2.0 and Max ITC 2.0

Users utilizing this feature can now efficiently communicate with their vendors, prompting them to take corrective actions on any missing or mismatched documents, thereby safeguarding their working capital from being blocked.

**Quick Look**

* *Go to global settings and choose the vendor contact master flow. Vendors can be added individually through the interface or uploaded in bulk using the provided template.*

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FoZzjzaHApFKuQuR6EQBT%2Fimage.png?alt=media&amp;token=5da10ff9-514c-4d13-b98c-f6952f48f21c" alt=""><figcaption></figcaption></figure>

* *Users can also access the contact master inside the send email flow. For this, the user access should be enabled. Admins will have access by default if resource for same is added.*

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F2d9MiG06x5G4nSvzqAk8%2Fimage.png?alt=media&amp;token=fcf67b97-533c-47d0-a7b8-08e7bf3a3760" alt=""><figcaption></figcaption></figure>

* *Add vendors, then access email flow by clicking vendor communication card on Max ITC landing page or from ‘vendor view' in '2B vs PR Reconciliation'. Select vendors for communication to activate 'Send Email' button. If vendors are not added through vendor contact master, you can directly send email to vendors from vendor view in reconciliation, 'Select vendor’ and then click on send email. After clicking on send email button users can add email in the email flow.*

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FTtv3nOwVTVnHYExM2TJ9%2Fimage.png?alt=media&amp;token=3712b059-128a-41df-a810-0d4035c88017" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FR5iTP1123aQ9P3UlXByh%2Fimage.png?alt=media&amp;token=8e844804-cf6f-4691-9d24-60e804cac541" alt=""><figcaption></figcaption></figure>

* *After selecting vendors and landing on email flow, users have option to apply filters according to their preferences for sharing the email with vendors regarding documents that need corrective actions.*

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F9yYtBhT2OtpExBXths1y%2Fimage.png?alt=media&amp;token=a39d2e22-50da-4ea6-af7c-852574158c62" alt=""><figcaption></figcaption></figure>

* *Upon sending the email, vendors can easily access the report from the received email to take corrective actions. The report has been enhanced to help vendors identify documents that need corrective action. It will only include the essential fields for corrective actions, rather than the entire reconciliation report.*

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FlUu3VIJg3iApwRbq97Wc%2Fimage.png?alt=media&amp;token=7affd0e6-4a64-40aa-9226-b6d5df1df5a6" alt=""><figcaption></figcaption></figure>

**Note:** Our current email functionality only supports one-way communication, and we no longer provide a two-way communication facility. Also user access management flow will work in the same manner as in the old flow.

<mark style="color:orange;">**Clear GST**</mark>

1. **GSTR-1 Table 14 and 15 report changes:** Enhanced GSTR-1 report flow now includes the capability to download government data for tables 14 and 15. Users can now conveniently view detailed information for table 14 and 15 directly on the UI, as well as add section-level details for these tables in various reports.

**Quick Look**

* *View details of table 14 and 15 on UI for GSTR-1 filed report flow*
* *Download of government data for table 14 and 15 in GSTR-1 filed report.*

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FEElxRKeSLLp3YIJoTWJV%2Fimage.png?alt=media&amp;token=62ce5a7d-e52d-45ce-bd0d-0f078814d02a" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fl8PMn9ck3B9kdaRoiNqB%2Fimage.png?alt=media&amp;token=716fb335-99a2-4ab0-b174-3a320c988274" alt=""><figcaption></figcaption></figure>

* *Addition of Table 14 and 15 section level details in GSTR-1 filed pdf, summary level report, document level report and insight report*

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F7Q95rCl3XAT25Al3rt1l%2Fimage.png?alt=media&amp;token=92203872-99e4-46d7-9f81-a6567cdcb3e0" alt=""><figcaption></figcaption></figure>

2. **GSTR-2B report changes:** Improved GSTR-2B report flow now supports downloading govt data for table 14 and 15.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F2WEUvVKp5fIUFEizjko0%2Fimage.png?alt=media&amp;token=501ebfab-a0b2-4ec0-a7e3-11afaf6a6f76" alt=""><figcaption></figcaption></figure>

**Note**: This will be available at PAN/GSTIN Level

3. **Improved GSTR-9 table 8A report**
   1. Improved data handling: Previously, users with more than 25 lakh line items encountered difficulties in accessing the report. With our latest update, we now accommodate up to 3 crore line items, ensuring seamless access and consumption for users with larger datasets.
   2. When downloading an Excel file, users will receive the data in chunks if the file contains more than 8 lakh entries.

**Note:** This is being supported at GSTIN level

<mark style="color:orange;">**CLEAR E-INV**</mark>

**E-Way Bill generation on ClearIRP**

* Faster response time and higher uptime with unified e-invoice and e-way bill generation powered by ClearIRP. Users can now generate both IRN and IRN based E-Way Bills on ClearIRP.
* Implementing the new APIs shared by GSTN with ClearIRP to enable generation of IRN based E-Way Bills.

**Product fixes and improvement**

* Enabled the editing of shipping details for export transactions during E-Way Bill generation. Users can now modify the shipping details that were initially provided during IRN generation when generating E-Way Bills, and include the required Indian port details.
* Enabled the ability to update transporter ID in the ‘Edit Invoices’ flow for generated E-Way Bills.
* Added the option to import invoices settings to restrict the ingestion of backdated invoices. If an invoice with a date before the configured date in the settings is ingested, it will not be allowed for ingestion and IRN generation.
* Fixed the issue where address 2 was not being picked and mapped during ingestion for shipping and dispatch details.
* Fixed the bulk contact addition through Excel template ingestion. The vendor contact can be configured at a business hierarchy level.
* Fixed the redirection and viewing of the downloaded E-Way Bills from NIC via the option provided in the notifications
* Showing the full description name instead of enums for supply type, transaction type etc on the product UI for better user understandability
* Fixed the issue in loading of captcha in NIC API credentials creation automation flow
* Added an option on the invoice and E-Way Bills page to select all invoices at once

### **Clear Supply Chain**

<mark style="color:orange;">**Accounts Payable**</mark>

* **Service invoices processing:** Users can now process service invoices using Service Reference Notes (SRN) similar to goods invoices and can perform 2/3 way matching using invoice, SRN, and PO
* **Improved ‘Others’ section experience**
  * The '*Others*' section, designed to manage non-invoice documents, has been enhanced to improve visibility on duplicate invoices or other junk files. Users can now download all items within this section.
  * Additional details have been added to each document entry, if available, like Vendor name, Location, Invoice number, etc. to enable users to make a decision and take action on the duplicate/junk files
* **Preview and Adjustments:**
  * Users can now preview estimated tax values for line item entries posted via ClearAP. The ERP handles these tax values directly. Users can compare extracted values from the invoice document with calculated values from the ERP to identify discrepancies, mainly rounding-off values on the invoice documents.
  * To account for these differences, users can add the differential amount as 'Adjustments' as additional line items. This gives users the flexibility to add ad-hoc line item entries for adjustments specifically for invoices backed by POs that need to adhere to entries accounted in the PO, a feature which was previously unavailable.
* **Custom fields:** Support has been added for users to add custom fields (up to 5) under each section of an invoice. These can also be configured and posted to ERP
* **Source selection** **for line item data prefills:** Users don’t have to manually fill in all line items, which is a tedious process when the line items in an invoice are in tens or hundreds. They can choose from a reference-linked document GRN/SRN, PO, or e-invoice apart from the OCR extracted values to prefill all line items. Priority of prefill from available sources can be configured as well.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FJrgoYAkvhTzMbPGCIe2E%2Fimage.png?alt=media&amp;token=a7a66a42-0749-49b1-a54f-e1ef783f2647" alt=""><figcaption></figcaption></figure>

* Enhancement on the ’Reference doc’ section within an invoice, to show all linked documents (PO, GRN added). Users can directly click on the available linked documents and view the details of these documents

<mark style="color:orange;">**Vendor Management**</mark>

* **Update Vendor Details**
  * Customers can send an update request to their vendors to add missing details (eg: MCA CIN Number, MSME Udyam Registration Number) or Update existing details (eg: Contact or Address details). Updated details submitted by the Vendor are reviewed and approved.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FZHM7XFPEYy6rStm8CGnD%2Fimage.png?alt=media&amp;token=1b9c5c51-1c24-4ee8-96a3-5011b645e8c6" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FqlyIpBU8lPziZllHn9r1%2Fimage.png?alt=media&amp;token=89277e3f-ca92-4ec3-b7d3-0ad93e40299f" alt=""><figcaption></figcaption></figure>

* **Reassign or Add missing Approvers in New Vendor Onboarding**
  * When a specific new Vendor onboarding request’s approver is on leave an Admin can reassign it to a different approver. Approvers can also be added to an existing request.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F3QawPw0CgBONfTe6qE41%2Fimage.png?alt=media&amp;token=cda61377-c0ff-4d52-9ea9-bbc691aeb9fe" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F8xXvnwgXDlhBKz9jglvA%2Fimage.png?alt=media&amp;token=74eaa569-d4ed-4be1-a2e2-a25448833bb2" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FFjttatZX1c6bQJ4v0AHG%2Fimage.png?alt=media&amp;token=0eb2d2df-4b2e-417c-b74c-aa1fa39a7d22" alt=""><figcaption></figcaption></figure>

### GCC

<mark style="color:orange;">**Cleartax E-Inv**</mark>

**E-Invoicing web interface has been upgraded** for a brand new experience with refreshed visuals, faster page loads, quicker data upload, easily correct multiple errors and intuitive interactions.

1. **Dashboard page with E-Invoice generation timeline and announcements section**
   * Timeline gives details of E-Invoice generation for the last 30 days as compared to 7 days earlier
   * Easily access government and other announcements immediately after you login

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F4OlKjSfNh1WTr8PaFsZw%2Fimage.png?alt=media&amp;token=8beb9eb2-a32b-4173-9491-a931b58d9374" alt=""><figcaption></figcaption></figure>

2. **Lightning fast data upload with multi-error correction feature**

* Now upload 40,000 documents in less than 2 minutes
* Easily navigate between multiple errors and correct them all at once and save it
* Real-time validations that help you identify if corrections made are right or not
* New invoice edit flow with capabilities to add new line items

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Ff3DenmwFIQZMPU2VwiEX%2Fimage.png?alt=media&amp;token=99660022-ea8c-4650-8839-0c293f9ecf6f" alt=""><figcaption></figcaption></figure>

* Refreshed ‘Documents’ and 'Reports' pages with faster load time and filter interactions:
  * Improved the page load time and filter actions for data larger than 5 mn documents
  * Refreshed visuals to easily navigate through the page and accomplish tasks easily

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FCJK0AXDtmrgmFRSP8Jgy%2Fimage.png?alt=media&amp;token=fb5ded7e-0d5a-4bd5-a33a-3083b51a9147" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FOLcDeNLSkCqfb8qqqIXt%2Fimage.png?alt=media&amp;token=ccffb747-a556-436f-8142-1bfeff78535a" alt=""><figcaption></figcaption></figure>

<mark style="color:orange;">**Launching E-Invoice vs. Sales data reconciliation**</mark> to ensure that VAT amount calculated from E-Invoices submitted to government is the same as VAT Amount filed to the government by enterprise.

Key functionalities:

* Auto sync all E-Invoices generated from ClearTax for the selected return period
* Upload sales data in ClearTax format for the selected return period:
  * Data will be validated upon upload for correctness
  * Multi-document error correction flow to quickly correct errors during upload
  * Add more data to an historical return period i.e. add new documents or overwrite existing ones
* Reconciliation algorithm which primarily matches on 9 fields to bucket the results into 7 buckets
  * Algorithm can be tweaked to include additional fields and modify thresholds to boost matching accuracy
  * Bucketing logic can be modified as per needs to enable quick decision making
* Summary and detailed output reports of matching:
  * User can view summary of matching results on the web interface to filter for specific results and plan next steps
  * User can also view document level results to understand the reasons for mismatch and compare the values of the corresponding fields from both datasets
  * Summary and detailed reports can be downloaded in .csv files for further action

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FYL6uzsIx9FKzguyK0K1C%2Fimage.png?alt=media&amp;token=ec3d3ded-f757-4027-8415-8d5a85832a67" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FnjGF6Ta0adL3UpKtBI0Z%2Fimage.png?alt=media&amp;token=6d77fd2d-6fd8-4159-a7ba-c19eb51893a6" alt=""><figcaption></figcaption></figure>

## Release 25 | Mar 2024 <a href="#id-6th-dec-2023" id="id-6th-dec-2023"></a>

### Stability improvements <a href="#mar-2024-or-stability-improvements" id="mar-2024-or-stability-improvements"></a>

This month, we made significant improvements across key product modules, enhancing usability, flexibility, and performance.

Key highlights of this release

1. Enhancements in Tables 14 and 15 in GSTR-1, ensuring ease of use and accuracy in reporting for e-commerce operators *(CLEAR GST)*
2. Enhanced ERP data sync logic to ensure ERPs with limitations can still efficiently handle large-scale data *(CLEAR MAX ITC)*
3. Performance optimization for faster loading of vendor payments data *(CLEAR MAX ITC)*
4. Enhanced reconciliation actions ensuring the integrity of reconciliation actions during concurrent user activities *(CLEAR MAX ITC) (CLEAR GST)*
5. New API for Bank Account Verification now available *(CLEAR IDENTITY-API)*
6. Support Desk now enables users to submit tickets with uploads in multiple file formats, and other enhancements in the application for a smooth and interactive support experience *(SHARED SERVICES)*
7. Multiple fixes like e-way bill bulk operations, mapping and display of feilds etc. were released to stabilise the latest product version release *(CLEAR E-INV)*
8. Enhancements to eliminate duplicate invoices and functionality introduced to download archived XMLs *(GCC)*

#### INDIA <a href="#india" id="india"></a>

### **Clear Compliance Cloud**

#### <mark style="color:orange;">Clear GST</mark>

* **Enhanced Support for Amendments in Sections 14 & 15**: Building on our previous release, which introduced support for Table 15, this update extends our support to include amendments for Sections 14 & 15 in GSTR-1. This ensures that your filings are accurate and reflective of the latest regulatory requirements.
* **Direct Ingestion of Summary Data for Tables 14 & 15**: Recognizing the need for flexibility in how our users report their e-commerce transactions, we now offer the option to directly ingest summary data for Tables 14 & 15. This feature is designed for users who prefer not to enter document-level details for the supplies made through e-commerce platforms. To facilitate this, users can utilize the government-provided template attached to this release note.

**Quick look**

*Accessing Tables 14 & 15: Navigate to the GSTR-1/IFF section within our platform. You will find the options to enter data for Tables 14 & 15 for the January 2024 tax period onwards.*

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FlxzfhZXKWE40KtjTsXbK%2Fimage.png?alt=media&amp;token=4d86da46-2b5a-4357-b67a-80bd50ab6fd4" alt=""><figcaption></figcaption></figure>

*Using the Government Template for Summary Data: Download the attached government template for summary data ingestion. Once filled, upload it directly to the designated section for Tables 14 & 15 within our platform.*

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FhbFGaVosW8j18WbpFS2s%2Fimage.png?alt=media&amp;token=8fc855e7-adee-4796-8144-adda13875b94" alt=""><figcaption></figcaption></figure>

#### <mark style="color:orange;">**Clear Max ITC**</mark>

**Purchase recon actions stability improvements**

Recon actions being taken by multiple users can be corrupted between GSTIN and PAN levels without user knowledge in a few scenarios. We have added some redundancies to help users avoid such cases.

1: Actions taken at the GSTIN level affect PAN level recon results, and vice versa.

For example:

* Suppose a user runs GSTIN-level recon and takes actions on GSTIN level recon results
* If another user views PAN level recon results without rerunning, the updated actions are missed until a PAN level rerun occurs. If this user takes different recon actions on the same documents, actions by 1st user may be overwritten unknowingly.

*Update: Recon actions will be restricted, requiring a PAN level recon rerun for subsequent actions.*

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FGBopy64uDihfhDcXmvH9%2Fimage.png?alt=media&amp;token=455713ee-cc59-41af-8f2c-3798a7ba0c9d" alt=""><figcaption></figcaption></figure>

2. Actions taken at GSTIN level recon results when PAN recon run is in-progress (or vice versa)
   * Suppose User 1 has already run GSTIN level recon results.
   * User 2 runs a PAN level recon, and User 1 simultaneously undertakes recon actions on the GSTIN level recon results.
   * In such cases, there are possibilities that the actions taken by User 1 will not be updated in the PAN level recon results.

*Update: In such cases, the recon action will not succeed for User 1, requiring her to rerun the recon after some time.*

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FyTp60WbwmzEqAKeMwwwI%2Fimage.png?alt=media&amp;token=2cdb9555-6aa8-4b6d-8a90-9a6bb729d695" alt=""><figcaption></figcaption></figure>

**Processing of huge matching and vendor payment status results in ERP**

Challenges arise in processing huge matching and vendor payment status results in ERP due to system limitations, like 2GB Memory size limitation in SAP, etc.

*Update: Matching and vendor payment status results data sent to ERP is now split into multiple chunks which can now be processed at ERP.*

**Performance optimization in processing vendor payment results**

* Vendor payment data loads 3X faster in Vendor and Document level views.
* Time for sending matching and vendor payment status results back to ERP decreases by 60-70%, particularly for large datasets (e.g., 100,000 invoices).
* Reduced system/timeout failures.

#### <mark style="color:orange;">Clear e-Invoicing</mark>

**Stability and bug fixes in the new product UI and ingestion**

Multiple fixes were released to stabilize the latest product version release:

* The scale of **e-way bill bulk operations** on the product was not the same as in the earlier version. Bulk flows are now enabled to support operations at scale, update transporter flow added, and bulk selection and generation of consolidated EWB is enabled.
* Improper mapping and display of some ingested fields in the UI under invoice details.
  * ‘Tax collected at Source (TCS)' value mapping is fixed. It is no longer shown under 'Other charges’
  * Mapping of the Address-2 field for shipping and dispatch details is fixed. It is now visible on UI.
* Emails sent from the product were being sent to all contacts from the contact master instead of only for corresponding GSTIN. The contact master settings is now fixed. The email will now be sent to the correct contacts for the buyer GSTINs.
* Resolved the issue where shipping details were automatically populated even if the user had not provided this information.

#### <mark style="color:orange;">Clear Identity (API)</mark>

**Bank Account Verification Penniless API:** Simplifies bank account verification by eliminating the need for micro-deposits into bank accounts for the supported banks on the [list](https://docs.google.com/spreadsheets/d/1EQ9c3CYgIw4AyK4g-yq6RfPh9aPy6KmNcVaZqBKHdAo/edit#gid=456379986).

Ideal for companies providing eKYC & Onboarding solutions, or any other companies who wants to verify their employee or vendors' bank account numbers.

#### <mark style="color:orange;">Shared Services</mark>

**Support Desk in Product**

* The Support Desk now allows users to **directly upload Excel files** *(as well as csv, xml, and pdf files)* **when submitting a support ticket**, with a maximum file size of 24MB and a limit of two files per submission.
* Support desk functionality is now live in the sandbox as well, allowing users to report any issues encountered in the sandbox environment.
* The application has been enhanced to **automatically capture entire page screenshots**, offering a comprehensive view of full web pages, including scrolling pages and models
* Experience seamless support with our **co-browsing feature**, available across all our products. EA
  * Connect with our support team effortlessly, without the hassle of installing third-party apps or using external links.
  * On CFC, our co-browsing allows agents to guide you effectively by highlighting and controlling the screen through scrolling and clicking. This functionality extends to various applications beyond app.clear, providing comprehensive screen sharing capabilities.
  * The functionality extends beyond visuals, incorporating audio and video support to enhance communication between our agents and you, ensuring a **smooth and interactive support experience.**

### **GCC**

#### <mark style="color:orange;">ClearTax e-Invoicing</mark>

* Users can now **download archive XMLs** from the 'Archives' section. This is an additional option alongside existing reports.
  * This feature allows the retrieval of Signed XMLs used for E-Invoice generation from all sources, including store-generated offline invoice XMLs, with a one-day-at-a-time download limit to accommodate large volumes of both standard (B2B) and simplified (B2C) tax invoices.
  * The downloaded zip file organizes data into multiple folders for each branch/store on the ClearTax E-Invoicing platform.
* Fixed the issue of incorrect unique identifier used while generating an edited invoice from web portal. This **eliminates duplicate copies** of the same invoice on the web portal and avoids confusion.
* Custom fields sent through the API will now be included in the E-Invoice payload when the invoice is edited and regenerated from the web UI.

## Release 24 | Feb 2024 <a href="#id-6th-dec-2023" id="id-6th-dec-2023"></a>

### Seamless compliance with new government regulations

This month, we have introduced an update to GST reporting per the latest government notification. Additionally, stability improvements have been done across modules, to enhance product performance and user experiences.

Key highlights of this release

1. Introduction of Table 14 and 15 in GSTR-1 forms, ensuring accurate and efficient reporting for e-commerce operators (CLEAR GST)
2. New APIs added to ensure reliability and operational efficiency *(CLEAR E-InV)*
3. New API to access and fetch eInvoice details for a GSTIN and return period (CLEAR IDENTITY - API)
4. TDS feature, allowing users control over TDS posted in ERP, and enhanced invoice posting with new cost allocations and backdated posting controls for Non-PO invoices. (*CLEAR SUPPLY CHAIN)*
5. Improved validations and ICV generation logic for better performance (*GCC)*

#### INDIA

### **Clear Compliance Cloud**

#### <mark style="color:orange;">Clear GST</mark>

Our GST filing product has been updated to align with the latest government notification (No. 26/2022). Now, it includes two new tables- Table 14 and Table 15, in GSTR-1 forms, enhancing reporting for e-commerce transactions as per section 52 and section 9(5) of the CGST Act, addressing tax collection and payment responsibilities for e-commerce operators (ECOs) and specified services.

These tables capture comprehensive details of supplies made through ECOs, facilitating compliance with the updated regulations. These additions are effective for GSTR-1/IFF forms starting from the **January 2024 tax period**, enabling

* **Enhanced Compliance**: Ensure accurate reporting of e-commerce transactions, complying with the latest GST regulations.
* **Streamlined Tax Filing**: Experience a more efficient tax filing process, minimizing the risk of errors and omissions.

**Quick look:**

1. *For Table 14(i) - Supplies by E-commerce Supplier (Section 52):* Input the ECO's GSTIN in the ClearTax Excel template to automatically populate values for supplies subject to tax collection under section 52.
2. *For Table 14(ii) - Supplies by E-commerce Supplier (Section 9(5)):* Set the flag to *"3.1.1(ii) Furnished by person making supplies through ECO"* in the ClearTax template's *"Supplies u/s 9(5)"* column to report supplies liable for tax collection under section 9(5).

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FtXMxu9pXd3vCzhJrw9ns%2Fimage.png?alt=media&amp;token=62f588ae-1276-44e0-a4d2-ef7cffe87d4f" alt=""><figcaption></figcaption></figure>

*For Table 15 - Details Furnished by ECO*: Use the flag *"3.1.1(i) Furnished by ECO"* in the *"Supplies u/s 9(5)"* column and provide "E-Com Supplier GSTIN" and "Recipient Billing GSTIN" where applicable for accurate transaction reporting.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fb0TQ1emGd6RIeozqZPAu%2Fimage.png?alt=media&amp;token=31a3d904-0fef-42c3-b724-d358ca7493d1" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FzUCups2G10UJhehComGL%2Fimage.png?alt=media&amp;token=240ee7f1-ddea-4f1f-b2e5-3feaa301dd7a" alt=""><figcaption></figcaption></figure>

#### <mark style="color:orange;">Clear E-Inv</mark>

* Introducing 2 new APIs for E-invoice compliance validation.
  * **API to validate the data for E-invoice generation** to check the success of IRN generation. Sends success response upon passing validations and provides detailed error messages for failures.
  * **API for validating IRP authentication** credentials enabling users to check if credentials are correct or not
* Added support to **aggregate line item level details** (also supported for transformations) at the invoice level and print them on the invoice PDF.
* Introduced API to attach digital signature to PDFs from SAP and Microsoft Dynamics ERPs, supporting file input in base64 format.

#### <mark style="color:orange;">Clear Identity (API)</mark>

**Purchase & Sales eInvoice Download API**: Provides access to details of all eInvoices generated for a specific GSTIN and Return Period.

* **Key Features:**
  * Accesses data of both Purchase and Sales eInvoices.
  * Retrieves comprehensive information including buyer and seller details, item descriptions, HSN/SAC codes, total invoice value, etc.
  * Capability to generate PDF of an eInvoice complete with IRN and QR code.
* **Ideal for** lending companies for leads evaluation, eCommerce businesses, companies offering financial services aiming to automate the Sales and Purchase register recording process.

### **Clear Supply Chain**

#### <mark style="color:orange;">**Clear Supply Chain**</mark>

1. **TDS**: Allows the user to select TDS types applicable while posting an invoice. User will get an option to view all the TDS codes assigned against a vendor, select the applicable TDS codes for a particular invoice & then calculate & post TDS in ERP
2. **Invoice upload via FTP**: In addition to manual upload of invoices with FTP now users can upload the invoices to Clear AP using an SFTP folder
3. **Invoice Posting Improvements**:
   1. Supporting new cost allocations for Non-PO invoices like Profit Centers and Work Breakdown Structure, for budget allocations
   2. Backdated Posting - with proper controls, so that accounting team can do the posting mainly during the financial year-end

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F3KooaN9ZVHOjgC7FJBpr%2Fimage.png?alt=media&amp;token=f3be239c-099a-43b2-9bbc-9eec93e9b86a" alt=""><figcaption></figcaption></figure>

### GCC

#### <mark style="color:orange;">Clear E-Inv</mark>

* Values forming the ‘Tax subtotals’ object are now validated at an aggregate level corresponding to each tax category codes against the aggregate value computed for the same tax category code from the line items. This is done to enable users to pass multiple 'Tax subtotal’ object for the same tax category codes.
* The web portal now shows numbers in universally recognized comma-separated format, enhancing readability.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fe9Oois85sQoLncj3UT5b%2Fimage.png?alt=media&amp;token=9000c293-d5ef-4b69-a76e-ed0e771feaa8" alt=""><figcaption></figcaption></figure>

* If a failed invoice is retried without correction, a new error message indicating duplication is returned. Also, the original error messages are now shown alongside to aid users in correcting validation errors effectively.

## Release 23 | Jan 2024 <a href="#id-6th-dec-2023" id="id-6th-dec-2023"></a>

### Intuitive workflows and enhanced efficiency <a href="#jan-2024-or-intuitive-workflows-and-enhanced-efficiency" id="jan-2024-or-intuitive-workflows-and-enhanced-efficiency"></a>

Throughout this month, our emphasis has been on optimising your operational processes and ensuring adherence to regulatory standards. We've implemented measures to minimise repeated tasks, make workflows intuitive, and prioritise critical business requirements.

Key highlights of this release:

1. Electronic Credit Reversal and Reclaimed Report to comply with new government rules for reporting ITC *(CLEAR GST)*
2. Higher control and efficiency with ‘Bulk Error Report Download’ and ‘Delete History Flow’ (*CLEAR MAX ITC)*
3. Improved IRN/EWB generation success, better data handling, and enhanced handling for Eway bills, ensuring reliability and efficiency *(CLEAR E-InV)*
4. E-Invoice QR Code Validation API and GSP API Stack for efficient operations and reliability (*CLEAR IDENTITY - API)*
5. Direct ticket creation within the product, reducing the need for extensive interactions and touchpoints with customers and CSMs *(SHARED SERVICES)*
6. Autofill invoices with data from the government portal, 3-way matching, to identify discrepancies between GRN and invoices, and accelerated MSME invoice processing (*CLEAR SUPPLY CHAIN)*
7. Fixes and improvements like FU creation, auto bid acceptance, holiday aware action, multi-level authorization support for better user experience *(CLEAR ANCHOR-ID)*
8. Improved validations and ICV generation logic for better performance (*GCC)*

#### INDIA

### Clear Compliance Cloud

#### <mark style="color:orange;">Clear GST</mark>

**Introducing ‘Electronic Credit Reversal and Reclaimed Report’ at GSTIN and PAN levels**

* **Notification 14/2022** introduced changes to **Table 4 of Form GSTR-3B** to improve reporting of ITC:
  * The re-claimable ITC earlier reversed in Table 4(B)2 can be re-claimed later in Table 4(A)5 on fulfillment of necessary conditions
  * Re-claimed ITC must be explicitly reported in Table 4D(1).
* **To avoid errors**, a new **electronic credit and re-claimed report** is introduced:
  * Tracks reversed ITC in Table 4B(2) and re-claimed ITC in Table 4D(1) and 4A(5) for each return period (starting August).

**Benefits:**

1. View/ download both at GSTIN as well at PAN level in a single shot to save time
2. Check opening and closing balance for different time frames to know about the unutilised ITC
3. View/ download the report for the larger time frame in a single shot for efficiency

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F55VchQMCDNokLU9Ohl5X%2Fimage.png?alt=media&amp;token=d8e35c61-ba22-484b-b557-9f9b60861ed7" alt=""><figcaption></figcaption></figure>

#### <mark style="color:orange;">Clear Max ITC</mark>

**New ‘Bulk Error Report Download’ Streamlines Data Ingestion**

* *Key feature:* Combines multiple error files from different ingestion activities into a single, downloadable file.
* *Primary users***:** ERP customers who prefer batch error correction.
* *Current availability:* Purchase use case.
* *Error file timeframe:* Downloadable for the past 2 months.

**Benefits:**

* **Significant time-saver:** Users can address errors in bulk, reducing overall time required for correct data ingestion.
* **Enhanced efficiency:** Eliminates the need to access and manage multiple error files individually.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FstFZSRyOYIkFOJMrcWdJ%2Fimage%20(7).jpeg?alt=media&amp;token=b5c034d7-d5ec-4660-b8c2-bd14aea77f6c" alt=""><figcaption></figcaption></figure>

**Introduction of ‘Delete History Flow’ in Max ITC**

* Details of deleted documents and a complete audit trail.
* Recover deleted information from the past two months without raising support requests.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FotlNpZFdTh2XxMnwrljq%2Fimage.png?alt=media&amp;token=f4f3ccc3-acec-4a83-9ae2-a863cf7fa021" alt=""><figcaption></figcaption></figure>

**Improvements to existing features:** Stability improvements to reconciliation, Table-4 and vendor payments.

#### <mark style="color:orange;">Clear E-Inv</mark>

* Improved IRN/EWB generation success with GSTIN status validation check and validation to prevent IRN generation for invoices over 30 days, for taxpayers with 100+ Cr turnover.
* Improved Data Handling: Increased speed and efficiency in searching, filtering and saving e-way bills
* Enhanced Error Handling for e-way bills: Improved handling of failure for duplicate EWBs and updating details on the portal, fetched from govt systems.

#### <mark style="color:orange;">Clear Identity (API)</mark>

**E-Invoice QR Code Validation API:** Scan and validate e-invoices instantly, extracting detailed line item line item level details of the e-invoice.

**GSP API Stack:** Interact with the GST system to access taxpayers' information for compliance and KYC purposes. Key features:

* *Lookup Capabilities:* Access data of return filings, HSN summaries, and sales/purchase registers, etc.
* *Popular APIs:* Return APIs (GSTR1 Details, GSTR3B Details), Public APIs (Search Taxpayer, View & Track Returns Filing)
* Ideal for E-commerce platforms onboarding sellers, Consumer and SME lenders, Companies providing KYC solutions

#### <mark style="color:orange;">Shared Services</mark>

**Support Desk in Product**

* 'Get in Touch' interface is replaced with a more robust Support Desk, with auto-capture functionalities for product-related data to provide faster resolution of tickets
* Users can easily log support requests through the product UI, tickets will be automatically created and users will receive a unique ticket number immediately within the UI and through email.
* Convenient tracking and management of tickets in the "All Tickets" section.

1. **Direct Ticket Creation via Product**:

* User details are automatically captured, reducing the need for extensive interactions and touchpoints with customers and CSMs.
  * This includes a screenshot of the active screen, user email, product, GSTIN/TAN, and the last 10 API requests for efficient debugging.
* Users can alternatively use the **shortcut Ctrl+Q** to open the ticket-raising window.
* This flow functions best when customers report issues directly from the page where they encountered the problem.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F9ZEPJGpFw0DDVed5xFPE%2Fimage.png?alt=media&amp;token=c347f0ef-1807-47b9-9e26-80a14eb3cc06" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FFGKzWxFYa1HxsZpkTaCA%2Fimage.png?alt=media&amp;token=90534e40-294f-42de-bbd5-e4e4f5f9d438" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fdai88qc5kPCWjyAcvZs9%2Fimage.png?alt=media&amp;token=73be3ae7-2901-465b-9493-169783b82961" alt=""><figcaption></figcaption></figure>

2. **History of Tickets**: Users can now access a comprehensive history of their tickets directly within all products. This feature allows users to review previously created tickets, enhancing transparency and ease of reference.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FOb1WPCa2y9ODs6uCXC4U%2Fimage.png?alt=media&amp;token=8a426b7e-f2b5-4a98-8b27-68ec80a9bed5" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FKTYFeCL8xoBJLUkxmHNc%2Fimage.png?alt=media&amp;token=3068860b-492a-432d-b130-bb09b2b2eea2" alt=""><figcaption></figcaption></figure>

### **Clear Supply Chain**

#### <mark style="color:orange;">**Clear Supply Chain**</mark>

1. **Autofill invoices** with **e-invoice data directly from the government portal**, reducing OCR dependency. The system fetches details from the GSTIN portal directly based on IRN, reducing manual review time and ensuring accuracy through a reliable data source.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FKrg7gmeKn9ckThc0wINc%2Fimage.png?alt=media&amp;token=554fefdf-16cd-4f82-bfa4-24a22c71de6f" alt=""><figcaption></figcaption></figure>

2. **GRN & 3-way Matching:** AP users will have the option to manually enter or autofill the GRN for a particular invoice. Once the GRN is identified, they can also configure 3-way matching, to highlight any quantity discrepancies between GRN and invoices.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FJ7huuiNB9UHTYuSshhr0%2Fimage.png?alt=media&amp;token=42b60421-3ee0-490d-9f4d-2d7248dc6a93" alt=""><figcaption></figcaption></figure>

3. **Accelerated MSME Invoice Processing:** Processing MSME invoices within 45 days is a priority for Claer AP. The classification feature allows users to swiftly filter and process invoices from MSME vendors, streamlining the workflow for faster processing.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F1nsrWjvI291OuKsjNoXw%2Fimage.png?alt=media&amp;token=a3c51efa-d193-4135-870c-c926dbc89432" alt=""><figcaption></figcaption></figure>

4. Introduced **keyboard shortcuts** for reloading pages and performing actions such as opening, navigating, editing, and filtering invoices. This improves the overall performance of invoice processing.

<mark style="color:orange;">CLEAR ANCHOR-ID</mark>

1. **Invoicemart 3.0:** Tech enhancements for better user experience:

* *FU Creation* eliminates duplicate invoices and resubmissions from Invoicemart End.
* *Auto Bid Acceptance* for faster processing
* *Holiday Aware Action* adjusts maturity dates to account for holidays etc.
* *Multi-level Authorization support* for better management

2. **Return Posting Failure Intimation:** In case an invoice fails to be posted to the client's ERP, an email notification will be automatically sent to the Key Account Manager (KAM) and the Technical Support team, prompting them to look for the reasons and reinitiate resubmission.
3. **Invoice Uniqueness Logic Change and Update values:** The invoice duplicity maintained in the system is changed from ‘*Vendor ID + Internal Invoice number + Vendor Invoice Number + Fiscal year*’ to ‘*Vendor ID + Internal Invoice number + Fiscal year’*
4. **System Update for Invoice Value Changes:**

* The system will automatically update the invoice details if there is a change in the invoice value.
* This update applies to invoices in the open stage and uniqueness logic defined for invoices must be the same.

5. **Platform Fixes and Improvements:**

* *Performance Dashboard:* Arrow buttons are added to give results for next 6 months.
* *Rejected Recovery and Auto Offer:* Rejected recoveries and invoices are no longer automatically resubmitted through auto offer after rejection.
* *User Role Mapping Screen:* Permission for new banks (Axis Bank/ DBS Bank/ HSBC Bank/ ICICI Bank/ Invoicemart) added in the user role mapping screen to ensure visibility of ‘Rejected Invoices.’
* *Bank Financing Display Improvement:* Modified the bank financing case to display individual invoice-level interest rate in CSV.

### GCC

#### <mark style="color:orange;">Clear E-Inv</mark>

* Validations for improved experience:
  * Relaxed validation on buyer country code for all invoices in line with ZATCA update. Now export invoices with country code ‘SA’ can be generated
  * Added a validation to prevent the generation of another document with the same document number in the same financial number irrespective of the type i.e. invoice/credit/debit note/prepayment receipt
* Print PDFs can now be generated or converted using the APIs for prepayment or advance invoices
* Updates to the ICV generation logic
  * For all cases where there is a genuine validation error from ZATCA which is corrected then a new ICV will be assigned otherwise the same ICV will be used
  * In case of retriable errors or if the ZATCA server has issues, or if there are validation errors from Clear, then a new ICV will not be assigned
* Increased the number of digits that are accepted in the invoiced quantity field to avoid conversion of the value to scientific format
* Fixed issues in all CSV reports where error messages are not populated correctly for failed invoices.

## Release 22 | Dec 2023 <a href="#id-6th-dec-2023" id="id-6th-dec-2023"></a>

### Elevating User Experiences <a href="#elevating-user-experiences" id="elevating-user-experiences"></a>

Enhanced user experience is not just a goal but a guiding principle for Clear. This month, we have focussed on elevating each user touchpoint to ensure ease of use, seamless flow of documents, and improved efficiency. You will see this reflected in all the 30+ features launched this month across all Clear products. A few key highlights from this month’s release are:

1. Actions in 6A vs PR recon seamlessly flow to GSTR 6, and other improvements such as reports and delete history CLEAR GST CLEAR MAX ITC
2. Stability improvements in 2B vs PR recon to handle scale, and other improvements such as link / de-link documents via. excel ingestion and vendor’s G3B status in workbench CLEAR MAX ITC
3. Now create and pay challans directly from the product, and use token-based DSC instead of e-mudhra CLEAR TDS
4. Renew or upgrade within the product. Test out higher plan features for 30 days, free of charge! CLEAR GST
5. E-invoicing UI is revamped to make it more user-friendly, addressing gaps for easier and more intuitive interactions CLEAR E-INVOICING : INDIA
6. Improved invoice reviewing experience is enhanced with a summary listing completed checks and next steps for invoice processing CLEAR SUPPLY CHAIN
7. Paid invoices can now show payment reference number, payment date, and payment amount, and other improvements CLEAR SUPPLY CHAIN CLEAR ID
8. ClearTax E-Invoice utility for POS systems: Generate ZATCA compliant E-Invoice from anywhere without the requirement of continuous internet connection

### INDIA <a href="#india" id="india"></a>

#### <mark style="color:orange;">**Clear GST**</mark>

1. **Enhanced Reports for Quicker Data Interpretation**
   1. One single sheet for all the GSTINs and PAN level summary
   2. Headers are aligned to enable users to easily filter and get insightful information.
   3. Changes made in the following reports:

* Filed G3B

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FtwWUPXJiYUoDRw5oYn8v%2Fimage.png?alt=media&amp;token=a9dce0da-f724-455b-ac70-202fafda8e5a" alt=""><figcaption></figcaption></figure>

* GSTR-1 vs 3B vs Books

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Ft7KeK9CdV6Edn3SKdvpK%2Fimage.png?alt=media&amp;token=42fe05ff-a819-4bc5-8f9f-112efe27c7ba" alt=""><figcaption></figcaption></figure>

* GSTR-2B vs 3B Vs Books

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FH3yWJJKhN02BKsfsJ6G9%2Fimage.png?alt=media&amp;token=99631403-acec-4bc8-9070-6fcbd85c71fa" alt=""><figcaption></figcaption></figure>

* GSTR-2A vs 3B vs Books

2. **Support for 6A vs PR Reconciliation:**

* Distribute accurate ITC to branches by seamlessly linking documents from 6A vs PR to GSTR-6.
* Just have to follow three simple steps
  * Run 6A vs PR recon
  * Taken actions on documents

Select the source as “6A vs PR”

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FVHamMznEF6TTNWxnDfL3%2Fimage.png?alt=media&amp;token=52bbabd4-bf52-48ce-84f4-d554fdb4253e" alt=""><figcaption></figcaption></figure>

All the data and documents accepted either in 6A or PR will seamlessly flow into GST-6, with pending documents automatically carried forward to the next months.

This streamlines the manual creation of the Final Purchase Register based on 6A and PR, enhancing overall efficiency.\ <br>

3. **Delete History Dashboard for clarity on deletions, audit trail, and reduced support requirements.**
   * New dashboard for deleted document details and audit trail.
   * Recover deleted information from the past two months and minimize the need to raise support requests.

     * Track deleted invoices in the Document and Import History sections.
     * Currently supports GST (Sales, Purchase) at the document level.

     <figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FQoLUbsKF07DnNMBdxjph%2Fimage.png?alt=media&amp;token=436e9118-5b4b-465a-9a16-5bd8807d7204" alt=""><figcaption></figcaption></figure>

#### <mark style="color:orange;">Clear MAX ITC</mark>

1. **Ingest ITC Action via Excel:** The user can now export the recon results, take actions on excel, and re-ingest on the platform. The user can now not only take actions and remarks but can also link / de-link documents via excelNEW

Use the document linked to following the usage mechanism [![](https://developers.google.com/drive/images/drive_icon.png)Excel Ingestion - User Manual](https://docs.google.com/document/d/1qi-G9Q4GV9O9cCpasGtx1u5gLa_0QlJ6y0Tpg42oM3A/edit)

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fv2zbwcB2gLDd4blug4Jj%2Fimage.png?alt=media&amp;token=bc481422-7f95-4a6d-8bd6-0829dd982e08" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fl9nLda65drlAx5qkiQ7l%2Fimage.png?alt=media&amp;token=0877cef2-9735-488d-9dae-be9830bb1a11" alt=""><figcaption></figcaption></figure>

2. Now users can check **G1 / G3B filing status** in Recon in 2B v PR. Even though the GSTR 2B does not share the said information, we are running GSTIN verification to populate such information

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FJuPOwOXAbT7w8ccpU8kR%2Fimage.png?alt=media&amp;token=a50fcab2-56c0-4a03-b0d0-c1a0a20ab21a" alt=""><figcaption></figcaption></figure>

3. **Toggle button on / off in VP 2.0** for ease of use of Vendor Payment for existing & new customers, without any delivery team dependency

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FKR6IfCg9NSgVHf0fO2Vn%2Fimage.png?alt=media&amp;token=1b254692-4b8a-45af-bc00-0198295d2579" alt=""><figcaption></figcaption></figure>

4. **Introduction of Sub-buckets** *<mark style="color:purple;">INDUSTRY FIRST</mark>*

* Sub-buckets will give users a granular view of the matches enabling them to take actions at a higher speed and accuracy (Examples of sub-buckets are ‘Matched within tolerance’, ‘Matched at Vendor-PAN level’, ‘Matched but PR or 2B in-eligible’)
* This feature enables users to:

  * *Ease of use* for the user since the sub-bucket automatically bifurcates the links in smaller buckets mentioning the reason of the link in that bucket
  * *Easier way to claim ITC* since the sub-bucket can be used instead of match status filter
  * *Ease of correcting data* due to incorrect accounting or incorrect reporting by the vendors

  <figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FduT7fSOOQWv1dQCTZbYY%2Fimage.png?alt=media&amp;token=f9db348b-6546-4d0c-9eb9-2794f76ffbda" alt=""><figcaption></figcaption></figure>

#### <mark style="color:orange;">Clear Supply Chain</mark>

1. **Invoice Reviewing Experience**

   * The banner enhances the invoice reviewing experience of an AP user & helps save time by highlighting a summary of what validation/compliance checks have been done & nudges the user to take the next steps to process the invoice

   <figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FuuMRX9p2v3Tt9Qyx08Cf%2Fimage.png?alt=media&amp;token=fb5473f1-f9de-416b-89b4-c21cb6c8f4f7" alt=""><figcaption></figcaption></figure>
2. **Productivity**: Features that enhance AP users' productivity & efficiency in processing invoices:

   * Expanded line items edit option
   * Quick Copy functionality in table
   * Custom columns/reordering List View

   <figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F6OBFTlmq1cTegRzWZuOY%2Fimage.png?alt=media&amp;token=40eae1ea-f149-46cc-862b-5154cec40e25" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FvwKrSZuINDnaVm5s6Bjc%2Fimage.png?alt=media&amp;token=eb880a46-4096-4644-952a-80607e3a1386" alt=""><figcaption></figcaption></figure>

3. **Labels** allow users to tag an invoice for below use cases

   * Invoice Classification based on common errors, blockers
   * Workflow management using tags & filters

   <figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FJ0hRzt8K4KGKcr2eIT7m%2Fimage.png?alt=media&amp;token=8d42635d-040b-49bf-a640-abd572633673" alt=""><figcaption></figcaption></figure>
4. **Import Invoice** allows users to upload Import invoices (foreign invoices), extract the data, process & send them to ERP

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FODa9nzquY9S3MRuatrAQ%2Fimage.png?alt=media&amp;token=d9857ea0-09b2-4c7d-8a5b-38671351364b" alt=""><figcaption></figcaption></figure>

5. **Item Level Configuration** sllows users to enable/disable columns at line item level & allows her to keep these as mandatory/optional

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Ft2Lr0mdqWwbSHbELuwZc%2Fimage.png?alt=media&amp;token=63b8b710-4675-453b-b3e1-d29a676ec399" alt=""><figcaption></figcaption></figure>

#### <mark style="color:orange;">Clear E-INV</mark>

1. **Enhanced User interface**

   * Web product is revamped to make it more user-friendly, addressing gaps for easier and more intuitive interactions.
   * Accelerated page and filter interactions to provide quicker response (2x faster page load and filter refresh as compared to earlier)

   <figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Ft8pPRr3ckZQk5b7NEvrp%2Fimage.png?alt=media&amp;token=ca5edaa5-0f86-468c-80cf-899350e8308e" alt=""><figcaption></figcaption></figure>

**Optimized ingestion process**

* Improved invoice ingestion speed and efficiency.
* Streamlined error correction and updated workflows, making them more user-friendly.
* Minimized the need for manual steps, simplifying the overall user experience.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FzGlcMl24OiNjcRyvMfm8%2Fimage.png?alt=media&amp;token=5c733aec-463a-444a-b863-1cd126c6ec50" alt=""><figcaption></figcaption></figure>

#### <mark style="color:orange;">Clear Supply Chain: Clear ID</mark>

**Program Performance Dashboard Changes:**&#x20;

1. The dashboard is updated to show only the currently active bank products.
2. Now, when you switch companies, the dashboard accurately reflects the current company's results.
3. Added arrow buttons to easily navigate and view data from previous months/weeks in the dashboard.

**Payment Reference Number introduced for Paid Invoices:**

For paid invoices, you can now see the Payment Date, Payment Number, and Payment Amount. This information is retrieved from your ERP and is visible to both buyer and seller.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FguJATQUIW8GrEf7J2vG3%2Fimage.png?alt=media&amp;token=e4d01df6-511e-4005-9b12-01db4728354c" alt=""><figcaption></figcaption></figure>

**Password Format Changes - New User Creation:**

When a new user is created, a default password is generated and sent to the user via email. The password format has been updated to include one special character (like @, #, $, %, ^, &, +, =!), one numeric character, one lowercase letter, and one uppercase letter.

**Platform Fixes and Improvements:**

1. **Invoice Date Visibility:** Invoice Date is now visible for vendors when they download CSV in all the screens - Amount under offer, Amount under clearing, Days received early
2. **Default invoice data upload template:** Lots of columns were present in the default invoice data upload template earlier. The count of columns is now reduced to 9 mandatory fields only, to simplify the process. These fields are - *Vendor ID, Invoice Date, Buyer Invoice Number, Vendor Invoice Number, Invoice Amount, Due Date, Location, Fiscal Year, Invoice Type*
3. **Internal document number** has been added in the Recovery section for both vendors and anchors, to eliminate duplicity.
4. **Default posting configuration:** Whenever a new anchor gets onboarded, a default posting information has been added to the system. &#x20;
5. **Invoice duplicity logic change and updation:** The logic for handling invoice duplicity has been updated from *“Vendor ID + Internal Invoice number + Vendor Invoice Number + Fiscal year “* to *“Vendor ID + Internal Invoice number + Fiscal year”*

#### <mark style="color:orange;">Clear TDS</mark>

1. **Challan creation and Payment: Now create and pay challans directly from the product!**
   1. Determine the monthly TDS liability and create challans based on deductions
   2. Alternatively, create independent challans by Excel import.
   3. Generate CRN for the generated challans in the Income-tax portal
   4. Post payment direct import and tagging of challans to the deductions.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FfzAQ0f9eQ5LeYvfqUKQ7%2Fimage.png?alt=media&amp;token=b72ef038-a1e1-4091-9238-0e27effd7ce6" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FqmqkGptWIdVilAdnf07j%2Fimage.png?alt=media&amp;token=38539455-67f3-440b-b85e-58dab9ecce44" alt=""><figcaption></figcaption></figure>

2. **Based on customer demand, we have now introduced Token-based DSC support to digitally sign the TDS certificate:**

   1. Only the e-Docu signer provided by eMudra was supported to digitally sign the TDS certificates.
   2. Now any token-based signature provided by any provider can be used to digitally sign the TDS certificates
   3. Request, Annexure, Generation and Emailing of digital signature remains unchanged.

   <figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FWgMz5L5SgSO6Rr3DZcoN%2Fimage.png?alt=media&amp;token=16755c41-7621-48c3-8399-670c2508a757" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FRxG87hPIfv6qtcaab57z%2Fimage.png?alt=media&amp;token=3d20ecef-ee0b-4e35-9ed5-ca208a7366cb" alt=""><figcaption></figcaption></figure>

#### <mark style="color:orange;">Clear Identity (API)</mark>

1. **GST Unregistered Applicant Details & Verification (2 APIs):** Designed for seamless onboarding and verification of GSTIN unregistered sellers/vendors. Useful for e-commerce platforms for Seller Onboarding, LCs for verification of unregistered Vendor during onboarding
2. **UPI ID Verification:** Validates authenticity of a given UPI ID. Useful for corporates, e-commerce companies, and startups, both during onboarding as well as during payment journey.
3. **MCA Detailed API:** Offers extensive breakdown of company details, including directorships, signatories, potential related parties, and charges. Useful for verifying legal compliance, financial position etc.
4. **Company Financials:** Provides comprehensive financial details of a company, including summaries, establishment details, employee numbers, and credit ratings. Useful for Lending Companies.

#### <mark style="color:orange;">Shared Services</mark>

**GST Auto-Renewals**: Exclusively for selected customers- renew or upgrade within the product itself!

* *Alerts***:** Timely email and product reminders ensure you never miss a renewal.
* *Simple 3-Step Process:* Review details, update billing, and choose payment method to renew.
* *Complementary License Upgrade:* Test out higher plan features for 30 days, free of charge. After the offer period, you can revert to your current plan, or upgrade to the new plan.
* *Payment Process:* Track payment clearance and receive receipts on successful payment.

**Renewal & Upgrade flow:** 60 days before expiry, users get notified via email and within the product to:

* Renew their current licence
* Upgrade to a higher tier and test it for 30 days, for free!

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F2XgtdBeaWrybIIZ7j9I5%2Fimage.png?alt=media&amp;token=6d1e708a-3618-412b-811d-7ed8a5fd079b" alt=""><figcaption></figcaption></figure>

*The GST Advantage user upgrades to Premium and sees details of the 30-day free trial, including the end date.*

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F0HsVsL3vL4MGQbg4vee1%2Fimage.png?alt=media&amp;token=73e2ab6b-343f-4f84-81dd-659297af3df2" alt=""><figcaption></figcaption></figure>

*Click ‘Start’ and begin the free Premium trial for 30 days. Reminders on email and in-product keep you informed.*

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FGnjHg68TmRORbvXQJORB%2Fimage.png?alt=media&amp;token=9419c8d0-cd81-429f-a50c-00d7865d60b2" alt=""><figcaption></figcaption></figure>

*Review billing, choose payment, and close the renewal/upgrade.*

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FpzLIWB3tIViiKQEJBmDU%2Fimage.png?alt=media&amp;token=dde8c558-4fe8-4c63-be5b-08f391e5eb43" alt=""><figcaption></figcaption></figure>

### GCC <a href="#gcc" id="gcc"></a>

#### <mark style="color:orange;">Clear E-INV</mark>

**ClearTax E-Invoice utility for POS systems: Generate ZATCA compliant E-Invoice from anywhere without the requirement of continuous internet connection**

A truly offline utility that functions without internet to validate your invoice data, add mandatory fields and generates a ZATCA compliant E-Invoice with signed QR code that can be readily shared with the buyers on the spot. This offline utility is compatible with any POS system and can be installed easily to register devices to generate E-Invoices and also to generate E-Invoices itself. Accepts input data directly from the POS system and enriches it to make it a buyer sharable compliant E-Invoice. Reporting can be done to the government systems subsequently via a file upload strategy. All the E-Invoices generated would be visible on the ClearTax web portal and reports/corrections can also be made if required. NEW

**More improvements and Fixes:**

1. Added support to print/generate PDF for prepayment invoices
2. Added support to convert normal PDF to ZATCA compliant PDF/A-3 invoices for type prepayment invoices
3. Now force retry is accepted for invoices that are in ‘Pending’ status due to ZATCA server being unresponsive. Retry happens from our cron every 1 hour but in case a taxpayer retries a pending invoice then it will be attempted immediately
4. Updated the ICV logic for invoices that are failed by ZATCA with a blank error message. New ICV will not be generated and the previous one will be reused during subsequent reattempts
5. Updated the logic of business hierarchy API calls to handle 4040 errors in async E-Invoice generate calls
6. Updated the error message for cases where ZATCA error message is blank or in a different format so that no error messages in the response or reports is blank

## Release 21 | Nov 2023

*Date: 8th Nov, 2023*

### Boost your cash flows

Managing and improving cash flow is a key agenda for any CFO. For businesses to continuously invest in their growth, it is imperative to be cash-rich. Clear’s product and engineering teams have worked with a laser-sharp focus to launch products and features that help Indian businesses boost their cash flows. This month’s release focuses on three main pillars to accomplish this:<br>

1. Fixing your cash flow problems at the root with faster and accurate invoice processing
2. Improving your working capital with an industry-first hybrid early payments program
3. Maximise ITC with innovative sub-bucketing and ‘terminal state’ of vendor payments

### INDIA

#### Clear Supply Chain

<mark style="color:orange;">**Fix cash flow problems at the root: AI-powered invoice digitisation, validation, approvals, and automated invoice posting to ERP**</mark>

**AI-powered invoice digitisation** *<mark style="color:purple;">NEW</mark>*

Clear’s superior AI-powered OCR technology provides higher accuracy than other competitors. Invoices can be uploaded to the platform via multiple ways: E-mail, FTP, direct bulk upload, and vendor portal.

Once the invoice is uploaded on the platform, all header and line item data is extracted via OCR.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FaWyOgj6mJtyFCoMhvpWw%2FScreenshot%202023-11-08%20at%208.23.09%20AM.png?alt=media&amp;token=a98a5feb-d5d2-4407-865b-cdf84158309f" alt=""><figcaption></figcaption></figure>

**Invoice enrichment and validation** *<mark style="color:purple;">NEW</mark>*<br>

On top of our OCR, we also have the capability to enrich the invoice fields from multiple other sources like EINV, QR, EWB, 2A, Purchase Order, Goods Receipt Notification, and Vendor Master. This feature adds value especially when invoices are of poor quality and OCR accuracy drops, the feature will ensure your overall digitisation accuracy stands at 95% on key fields.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FDZ5OkddMjG5Ut40iWrv5%2FScreenshot%202023-11-08%20at%208.25.03%20AM.png?alt=media&amp;token=9c5f76ff-fdd3-463a-b904-eb255af123b7" alt=""><figcaption></figcaption></figure>

45+ validation checks against EINV, QR, EWB, Purchase Order and Vendor Master to make sure the invoices are booked accurately in the ERP. This will also ensure there are no downstream impacts during payments or ITC.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FYvjwkHsVjtlagp5pLRzm%2FScreenshot%202023-11-08%20at%208.26.33%20AM.png?alt=media&amp;token=04bfde14-ebbd-4d15-ac0d-c412288ce877" alt=""><figcaption></figcaption></figure>

Ability to run extensive 2-way and 3-way matching on invoices to make sure you account/pay accurately. The 2-way and 3-way matching feature is also completely configurable to suit every business need.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fqr8WrHVDYMfwx6H1LqzD%2FScreenshot%202023-11-08%20at%208.27.31%20AM.png?alt=media&amp;token=c18d4fdb-95c9-447b-a7dc-ca79d0e8109a" alt=""><figcaption></figcaption></figure>

**Approval workflows** *<mark style="color:purple;">NEW</mark>*

Once invoices are all digitised, validated, and assured of accuracy, some of them might require approvals from other stakeholders/P\&L owners before they get posted to the ERP. You can use Clear’s robust approval workflow to set approval policies, so that the required invoices are approved before being booked in ERP.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FnaDpHuAwwf3ZOgI3GbxW%2FScreenshot%202023-11-08%20at%208.28.40%20AM.png?alt=media&amp;token=20d15960-7934-4d65-969d-a86ef75f38e3" alt=""><figcaption></figcaption></figure>

In case you need to follow up with the approver or collaborate with other team members on a particular invoice, you can do that from the platform too. There is a built-in chat facility for seamless communication.

**Automated invoice posting** *<mark style="color:purple;">NEW</mark>*

All invoices can be automatically booked in ERP. It seamlessly works both for PO and Non-PO invoices. And we have the feature of tagging the expense to the right cost center so that the expenses are booked at the right place.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FNXoh5kun7AICeg6pRLIC%2FScreenshot%202023-11-08%20at%208.29.44%20AM.png?alt=media&amp;token=4684b931-20df-4706-b1a2-ad155b500804" alt=""><figcaption></figcaption></figure>

*We are currently live with a 2-way integration on SAP ECC and SAP HANA. Integration with other ERPs such as Oracle, Microsoft, and Tally will be live soon.*

#### Clear ID

<mark style="color:orange;">**Improve working capital with an industry-first hybrid early payment program, new financing partners, convenient ways to onboard vendors and finance dashboard**</mark>

**Hybrid Early Payment Program** *<mark style="color:purple;">INDUSTRY FIRST</mark>*

Extend DPO (days payable outstanding) at no cost with Hybrid Early Payment Program: A unique product to avail longer credit periods with suppliers by leveraging funds from external financiers at lower interest rate. This provides a significant boost to the company's cash flow, offering more time for repayment and reducing immediate financial pressure.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FLnJu9Wz38GgATlpAVr3t%2FScreenshot%202023-11-08%20at%208.30.44%20AM.png?alt=media&amp;token=c11af0b8-f130-4c9a-856f-c4d5c55590d4" alt=""><figcaption></figcaption></figure>

**Program performance dashboard** *<mark style="color:purple;">NEW</mark>*

A new dashboard has been launched to aid cash flow planning:

1. track due dates of payables across vendors and banks
2. identify gaps in available capital vs cash outflow due in the next 6 weeks
3. identify the savings generated from early payment programmes
4. impact on DPO (days payable outstanding)

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FbcFGievAj6x3GV3gczJd%2FScreenshot%202023-11-08%20at%208.31.39%20AM.png?alt=media&amp;token=268c8741-0123-4229-b37d-386f8d86ebbf" alt=""><figcaption></figcaption></figure>

**Unified WhatsApp based vendor onboarding and transacting** *<mark style="color:purple;">NEW</mark>*

Improve vendor participation with a convenient channel for onboarding and transacting. Vendors can now be onboarded via a convenient WhatsApp channel owned by Clear. Vendors can also directly raise discounting requests via their mobiles.

Previously there were two separate flows for onboarding and transaction, but we have now integrated these two flows in one WhatsApp business number and incorporated additional features such as "Raise a ticket," "Contact us," and "Visit our website."

**HSBC Bank as Financing partner** *<mark style="color:purple;">NEW</mark>*

Yet another banking partner has been added to the platform. You now have the option to select from the following financiers:&#x20;

For MSMEs Only - Invoicemart and RXIL (TREDs Platform)

For MSMEs / Non MSMEs - Citi Bank, Axis Bank, ICICI Bank, DBS Bank, HSBC Bank

#### Clear Max ITC

<mark style="color:orange;">**Maximise ITC with innovative sub-bucketing and 'Terminal State' of vendor payments**</mark>

**Introduction of Sub-buckets** *<mark style="color:purple;">INDUSTRY FIRST</mark>*

* Sub-buckets will give users a granular view of the matches enabling them to take actions at a higher speed and accuracy (Examples of sub-buckets are ‘Matched within tolerance’, ‘Matched at Vendor-PAN level’, ‘Matched but PR or 2B in-eligible’)
* This feature is very powerful to -
  * Reduce mind-space for the user since the sub-bucket automatically bifurcates the links in smaller buckets mentioning the reason of the link in that bucket
  * Easier way to claim ITC since the sub-bucket can be used instead of match status filter
  * Ease of correcting data due to incorrect accounting or incorrect reporting by the vendors

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FTGYsxHoahIhxW1Esj9D7%2FSub-Bucket%20-%20GIF-20231107-103236.gif?alt=media&amp;token=e0fff8cb-7eb5-4e90-ac52-bd080b41bbc6" alt=""><figcaption></figcaption></figure>

#### **More Improvements and fixes:**

#### **Clear GST**

1. G1 Settings for Document Series and HSN Summary Auto-compute: You can now configure how Document series and HSN summaries are auto-computed, making it easier to manage these activities for PAN and multiple GSTINs, eliminating any confusion.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FhNdzjhO2X2mjArNg0Rmj%2FScreenshot%202023-11-08%20at%208.34.05%20AM.png?alt=media&amp;token=6a9a47c7-1116-42ea-8e5b-91af82bd078e" alt=""><figcaption></figcaption></figure>

2. Pre-upload Validation for Inactive GSTIN: Enhanced pre-upload validations in GSTR 1 now provides accurate results for inactive GSTINs, improving data accuracy.
3. Increase in the Number of challans shown per page in G3B: You can now view and download a higher number of challan details on a single page. This allows for more efficient data retrieval in a single Excel file, simplifying your workflow.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F5QlBBnjXUKqfHBstiVBh%2FScreenshot%202023-11-08%20at%208.36.19%20AM.png?alt=media&amp;token=1a09c5d0-d6a9-4aed-a758-3bd8ab0f83d9" alt=""><figcaption></figcaption></figure>

4. In Product Announcements by GSTN: Stay updated with in-product announcements about advisories and GSTN changes, ensuring you are always informed of the latest developments.
5. Performance Boost for G9 and 9C Form: We've optimised data retrieval for G9 and 9C forms, enhancing overall productivity when preparing these forms.
6. Bulk Error Report Download: Using this functionality ERP users can now download multiple error files belonging to different ingestion activities in a single consolidated file. This will significantly reduce the time taken to correct errors. This is currently supported for Purchase documents and users can download the error files for the latest 2 months.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F11bTv1r731W5KOSmnQZo%2FScreenshot%202023-11-08%20at%208.37.45%20AM.png?alt=media&amp;token=567515ca-7d52-4040-b44c-a86b9948843d" alt=""><figcaption></figcaption></figure>

7. Licensing and Metering: Users can now track number of invoices ingested by them against the invoice count limits as agreed upon in the signed order form. An invoice will not be accounted:

* If a document is duplicate and being overwritten
* If a document is ingested and then deleted same

&#x20;          *Note: This has now only been enabled for GST 2.0 for Sales and Purchase documents*   <br>

#### **Clear TDS**

1. Challan and LDC tagging from UI:
   * Now TDS product can be used for monthly compliance checks rather than only for quarterly filing.
   * Challan details are no more mandatory while ingesting deductions details.
2. Option to append Digital signature only on the last page of TDS certificate: Now users can add digital signature only to the last page of the TDS certificate in addition to All pages and Custom pages.
3. Removal of PAN-Aadhaar linking status column from Deductee tab: Reporting portal is not providing the PAN-Addhar linking status. Now PAN-Adhaar linking status is available in TRACES, non-linked PANs will be flagged as 'Active & inoperative'.
4. Import Conso file changes: New section codes 194BA, and 194NF were introduced as a part of FVU 8.2 along with other changes. Conso files having those sections can be easily imported for making necessary corrections.
5. Validation for ITDREIN during 206AB check: Validation check for ITDREIN format. Expected value \<TAN>.<2 Alpha><3digits>. Sample JLDA05637C.TU683
6. Other improvements:
7. Updation of latest utility to extract Justification Report - v3.0
8. Enabling removal of LDCs not tagged to any of the deductions from the return.
9. Correction return optimisation to fasten the detection of changes in correction return
10. Accurate definition of date range for challan file download during FVU generation.

#### **Clear Identity (APIs)**

New APIs have been added to the API Suites:

1. GSTIN Ownership Verification API: Verifies ownership of a GSTIN against provided Mobile and Email ID.
2. Contact Validation APIs: Validates Phone and email using OTP. Useful for Corporates that need a plug and play service to verify contact details during partner onboarding.
3. GST Unregistered applicant Verification APIs: Validates and provides details of unregistered GST applicants. Useful for ecommerce companies in Seller onboarding, NBFCs and other corporates for KYC of unregistered vendors/partners.
4. MCA Company Details API: Provides Company’s status as per MCA and additional information on as registration details, directorship information, filings, compliance status. Useful for due diligence of potential. Useful for Large corporates (partner due diligence) lending institutions.
5. Company Financials API: Provides extensive data on company’s financials such as paid-up capital, turnover, profits or losses, total equity, liabilities, and assets for a specific financial year, along with whether the data is standalone or consolidated. Useful for lending institutions.

#### **Clear Supply Chain**

1. Vendor Onboarding:

* You can create a customised vendor onboarding form with document upload, validations (e.g., if PAN entered for AADHAR). You have the flexibility to decide which fields are optional or mandatory. Clear will provide a few standard templates.
* Anyone in your org can send this form to any vendor to be onboarded. Vendor gets the form, fills it quickly like a Google Form / Survey Monkey
* Vendor details are verified using 20+ KYC APIs while being filled out (viz. GSTIN validity, Bank Account validity and ownership, MSME status etc.)

#### **Clear ID**

1. Integrated ERP - Invoice Retrieval and seamless Return Posting: Invoices and vendor details are automatically fetched from Client’ ERP on a daily basis. It seamlessly works for PO invoices / Non - PO invoices / Credit- Debit Note/ Quality Rejects and all types of Recoveries. After the Financing is done, the system also does the return posting of all invoices. *We are currently live with a 2-way integration on SAP ECC and SAP HANA, Oracle and Microsoft.*
2. Anchor based Configurations: Platform allows multitude of configurations for anchors to manage the program construct:

* Setting up Approval Workflow
* Managing Payment Dates & Holiday Calendar
* Interest Rates Assignment (Fixed/ Variable / Flat Rate)
* Activate- Deactivate Vendors
* Minimum Discount Config
* Ability to add/delete banking product

## Release 20 | Oct 2023

*Date: 16th Oct, 2023*

### Uninterrupted compliance with new rules and tight deadlines for businesses in India and GCC

So far the year of 2023 has brought with itself 15+ new regulations for businesses in India and GCC. All of these changes have increased the cost of non-compliance for businesses.

In India, a new electronic credit and reversals ledger was introduced. DRC-01B and DRC -01C intimations were announced. 2 factor authentication was mandated on NIC for E-Inv and EwB generation. TDS for gaming companies was introduced.

The second half of the year is a fairly busy time for finance professionals. In addition to dealing with audits and the regular monthly compliances, there are indirect and direct tax related annual compliances to focus on. Businesses also need to prepare for seeing an increase in notices since the government will be sending out notices for FY 18-19 from Oct 2023 to 31st Dec 2023.

In GCC, phase 2 of ZATCA E-Invoicing was announced on 1st Jan 2023, creating another level of complexity for businesses. This move mandates that all businesses with annual turnover greater than SAR 3 Bn (wave 1) to generate ZATCA compliant E-Invoices for all B2B and B2C transactions.

To ensure that our customers have the assurance of compliance despite new rules and upcoming deadlines, Clear has enhanced its products. In this release, you will see 13 exciting new features and 15+ improvements to existing features across all products.

### INDIA

#### Clear Max ITC

<mark style="color:orange;">**Track all deferred/unclaimed ITC claims with ease: first in market Table 4 automation, convenient ways to take claim actions and avoiding double claims**</mark>

It is now mandatory to accurately declare all ITC reversals in the new ECRS. This means that every business in India will now have to improve the diligence on tracking all unclaimed ITC month-on-month, adding more burden to an already burdened tax team. Clear has released several new features to ensure all reversals are tracking accurately and with absolute ease.

**Table 4 automation** *<mark style="color:purple;">IMPROVED</mark>*

Instead of a completely manual, complicated process of maintaining multiple excel sheets, tracking unclaimed ITC has been reduced to a simple 3 step process:

* Run 2B vs PR reconciliation
* Take ITC claim actions on each document (use filters to take actions in bulk)
* Generate and review Table 4 (detailed calculation trail is downloadable from the platform)
  * You can now add custom columns in the downloadable excel to meet company-specific reporting requirements
  * A new column has been added in Table 4 excel report to clarify whether ITC has been claimed as per PR or 2B

*Table 4 automation is also available in ClearGST.*

[*Here*](https://assets1.cleartax-cdn.com/finfo/wg-utils/retool/d4e95d52-0bf6-4a86-a3f3-335b281fccb6.pdf) *is the user manual for running reconciliation and generating Table 4.*

**Convenient ways to take claims actions**

***Configurable settings:*** Users can now configure the reconciliation rules and match buckets (exact, suggested match etc.). Based on their accounting practice and risk tolerance, they can now determine which match should go under which match bucket. *<mark style="color:purple;">NEW</mark>*

*Example: Currently any transaction where the tax tolerance is within the limit (eg: Rs. +/-10) goes to Suggested Match bucket, and anything beyond that always goes in Mismatch bucket. With the new configuration, users now have an option to configure* c*ases where Tax value as per 2B > Tax Value as per PR and beyond the tolerance limit under suggested bucket.*

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Ft2V8DMqmCm8sDZ5n0Jhw%2FConfig%20Rules.gif?alt=media&amp;token=845bd672-4325-4c68-90e7-3b1dcae63c10" alt=""><figcaption></figcaption></figure>

***Actions via excel re-ingestion:*** Now update actions and remarks (including claim %) using excel. Simply export the recon results, take actions on the excel and re-ingest on the platform. *<mark style="color:purple;">NEW</mark>*

***Enriched recon results:*** 25 new columns have been added to the recon results excel. Some of the new columns added are filing frequency, vendor risk, amendment / deletion flag etc. This will provide you with information that help you take the right decision on ITC claims. *<mark style="color:purple;">NEW</mark>*

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FHsTbKR6Tfdu4QNlt7z9R%2FMax%20ITC%20(1).gif?alt=media&amp;token=81902acb-33e2-4e6f-be21-f44cf16d2396" alt=""><figcaption></figcaption></figure>

**Avoiding double claims**

Actions taken on 2A v PR reconciliation(where G1 is filed) will now automatically traverse to 2B v PR recon thereby reducing double effort and avoiding dual claims. *<mark style="color:purple;">NEW</mark>*

#### **Clear E-Inv & EwB**

<mark style="color:orange;">**Skip the OTP: No 2 factor authentication required on Clear**</mark>

With Clear, you don’t have to worry about dealing with OTPs every time you login to NIC to generate E-Inv. This not only saves you time but ensures a hassle-free E-Inv generation experience. *<mark style="color:purple;">NEW</mark>*

#### **Clear GST**

<mark style="color:orange;">**Meet your annual compliance needs: File GSTR 9/9C accurately in less than 1/10th time**</mark>

Enterprises spend days to file GSTR 9/9C each year. Businesses can now rely on Clear to ensure that this return form is filed accurately in the minimum time possible.

* One Click Download of Filed G1, 3B, 2B, 8A (Documents details), G9 (PY), Draft G9 for 19months for all GSTINs
* PAN-level data preparation, reconciliation and filing *<mark style="color:purple;">NEW</mark>*
* Auto-preparation of 9C from draft GSTR 9
* A comprehensive 19-point checklist ensures only 100% accurate data is filed and highlights any possible discrepancy

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FBYBDaorNB6GoH68I5bIj%2FScreenshot%202023-10-16%20at%203.10.48%20PM.png?alt=media&amp;token=b2d456f9-b608-4de5-a461-cbbb4336a94c" alt=""><figcaption></figcaption></figure>

* Compare different sources of data to determine the right turnover (TO), net ITC available/claimed etc.*(Example: TO from filed G1, SR, filed 3B, G9 (CY)) <mark style="color:purple;">NEW</mark>*
* View a month-wise break up of each source of TO, tax liability, ITC claimed to determine the right source for filing *<mark style="color:purple;">NEW</mark>*
* Option to select the source of data for filing the different tables of the form *<mark style="color:purple;">NEW</mark>*

  *(Example: Table 4, 5, and 9 can filled from GSTR-1, or SR)*
* View important reports right on this screen - G1 vs 3B vs SR, 2B vs G3 vs PR, Filed G1, Filed G3B, Filed G9 *<mark style="color:purple;">NEW</mark>*

[*Here*](https://www.youtube.com/watch?v=NUASbpVq66I) *is a step-by-step guide for filing GSTR 9/9C on Clear.*

#### **Clear TDS**

<mark style="color:orange;">**Improved user experience: Updated version of FVU, Edit challan details from UI and integrate with ERP**</mark>

To make our customer’s experience even better and help them meet all upcoming deadlines for 27EQ, 24Q, 26Q and 27Q, the below new features have been released:

**Updated version of FVU generation** *<mark style="color:purple;">NEW</mark>*

The govt released an updated version of the RPU utility on 1st Sept 2023. Accordingly, the FVU generation of forms 24Q, 26Q, 27Q and 27EQ has been updated on ClearTDS.

**Edit challan details from UI** *<mark style="color:purple;">IMPROVED</mark>*

User can now make changes to

* all the challan fields, where challan status is blank or unmatched
* amount break-up only without impacting Total challan amount, where challan status is Matched

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FjAVU3vsO9r8NoYGdNexY%2FScreenshot%202023-10-16%20at%203.13.47%20PM.png?alt=media&amp;token=ab2b0bcf-d806-4af0-af27-9f66d86a3f70" alt=""><figcaption></figcaption></figure>

* none of the fields if the challan is tagged to correction return

**Integration with ERP** *<mark style="color:purple;">NEW</mark>*

Users can now send all relevant data for filing Form 26Q from their ERPs to ClearTDS

#### **Clear Managed Services**

For enterprises that want additional support in meeting their annual compliance needs, Clear’s expert managed services team can provide the below services:

* Filing of GSTR 9/9C
* Claiming of airline credits
* Preparation of Form 3CD

#### **More Improvements and fixes:**

**Clear GST**

1. GSTR 7 and GSTR 8: Users can now perform the following actions in addition to PAN level capabilities already supported on the platform
   1. Download the ***“Rejected By Supplier”*** information from GSTN
   2. File NIL returns
   3. PAN level error file post Upload to GSTN, similar to GSTR-1
   4. Download Draft and Filed PDFs from GSTN, like GSTR-1 draft and filed PDFs
2. GSTR 6: View late fees information, if any, in GSTR 6 filing flow
3. Data Ingestion:
   1. Support for Voucher merge option at GSTIN and Org level, while ingesting purchase documents
   2. No longer need to map Custom fields in Custom mapper. Custom fields will be directly ingested without mapping if the same is added under “Custom fields” settings.

**Clear TDS**

1. PAN/Deductee tab: Addition of “Active & inoperative” filter, fixed the count of invalid PANs to exclude the PANs with Active & inoperative status.
2. TRACES Requested files: Handled the use-case wherein TRACES status is Available but no-files present in TRACES portal, there by re-setting the status to “Failed”
3. TRACES user id validation: TRACES user id should be no more 11 characters with no spaces

**Clear Notice Management**

1. Improved case handling experience for new cases received in case of errors in syncing with portal to ensure user knows what are the next steps to be done to resolve the error.

**Clear identity (APIs)**

Several new APIs have been added to the list of APIs already available:

1. HSN Search & GST Rate Finder API: Get GST Tax rate for a given HSN/SAC Code. Find HSN/SAC code for a given product/service name
2. FSSAI Verification API: Verifies FSSAI licenses by providing details such as license status, entity name, license type, address, list of products given license was given for.
3. Company Name to GSTIN Search API: Takes company name - full or partial, as input and gives list of legal names of companies that have the given search name and gstins associated with that name
4. Company Name Verification API: Takes company name - full or partial, as input and gives list of legal names of companies that have the given search name and pans associated with that name
5. International Business Name Search API: Search for, verify name of a company in \~50 countries
6. Driving License Details API: Verify validity and other details for a given driving license information
7. Vehicle Registration Details API: Verifies validity of the vehicle registration and provides details about the owner, the vehicle's details and the insurance details

**Updates to existing APIs:**

1. PAN Verification API: Added a new field *panOperativeStatus* classifying PANs based on Aadhaar linkage
2. MSME Verification API: New fields provide MSME classification history in addition to the latest year's MSME status
3. New API Versions released for 3 APIs - MSME Verification V2, MCA Status Check V2 and Bank Account Verification V2

### GCC

#### **Clear E-Inv - GCC**

<mark style="color:orange;">**Be audit ready: Archive and store all your E-Invoices at a single place**</mark>

As per ZATCA regulations, E-Invoicing data should be stored and archived by taxpayers for a period of six years plus one year which includes the financial year to which the document belongs to. Now, ClearTax offers you the option to easily access all the stored data which is older than 365 days from the new 'Archives' section. Access lite, detailed and offline reports from the archives page while pdf with embedded xmls can be accessed in the upcoming release. *<mark style="color:purple;">NEW</mark>*

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FDvkPmBsfWyb7x2JRP8ix%2FScreenshot%202023-10-16%20at%203.14.30%20PM.png?alt=media&amp;token=5d66c480-2985-40ae-9d06-833234d55d9a" alt=""><figcaption></figcaption></figure>

*In case you have not yet opted for the data storage option then do it from the option available in the archives page or reach out to your account manager.*

#### **More Improvements and fixes:**

1. Updated the ZATCA SDK to the latest version 3.2.6
2. New feedback module to capture the user’s experience with major flows within the E-Invoice product
3. Updated the QR Code generation step to match the timestamp in QR Code with the Invoice Issue time in XML which has to be in KSA local time
4. Detecting the branch code or store code from the filename of xmls

## **Release Note for GST: Release 19 of 2023**

**Date: 21st Sep, 2023**

1. **PAN level GSTR- 7/8**&#x20;

a. We are thrilled to launch the v1 version of GSTR-7/8 at a PAN level.

1\. In this second version, users can now perform the following actions in addition to PAN level ingestion, preparation and upload to GSTN:

PAN level computation of liability which will calculate the Interest, Late Fee on GSTN and fetch it on app.clear bringing it more closer to E2E form

2. **Autofill capability of challans similar to GSTR-3B**

b. OTP active date was showing +30 days from current date and not +30 days from the date of activation. This issue has been resolved and users will see the correct date of expiry

<br>

**Changes in GSTR-1**

<br>

1. **Pre upload validation improvements**&#x20;

a. Users were getting error during pre upload validation for cases   which seemed incorrect. We have made fixes for the following cases which will improve user experience and user will not be facing the error

1. Validation error for suspended GSTIN
2. Validation error for active GSTIN due to status mismatch between GST portal and clear
3. Validation error for B2BA for previous FY and B2B in current FY

**Changes in GSTR-6**

<br>

File with EVC is now live for GSTR-6 which makes our form on app.clear an E2E GSTR-6 form. Users can complete the process easily on app.clear without even logging to GSTN portal

<br>

**Changes in Reports**

<br>

1. For all comparison reports like (G1 vs 3B vs Books, 2A vs 3B vs Books, 2B vs 3B vs Books) users will have the flexibility to show/hide books or G1/2A/2B data as per their need. User will also be able to download excel reports without books)

<img src="https://lh3.googleusercontent.com/hOGSRZGdrHtl6pm2Zg_sJSRjiePSQxhVXT7Vcuv4iAXSIB13rTfEquU1i7ePHvYn383TOfZsuCQB-oziZaf_rqJ1TiXzKyVDqHyrtitRPIta7DZpsyRZP6rdrLTW6h4S07VIboikYp9DtEsuDMkN4Fc" alt="" data-size="original">

**Changes in EWB vs Sales/GSTR-1 recon**

1. There was a restriction to run EWB recon for a return period which is older than 12 months from the current month. This restriction is removed & EWB vs Sales / GSTR-1 recon is now supported for older return periods as well.

a. Only those users for whom the older return period EWBs are already available on the Clear Tax system will be able to utilize the same.&#x20;

b. Note: When running EWB recon for older than 12 months, count of EWB docs available for the selected month will not be shown in the data preparation step prior to recon run.

c. In-case there are no EWBs to reconcile, EWB recon will fail stating there is no EWB data to reconcile. &#x20;

d. EWB recon run for older return periods shall take longer time than usual as the EWB data needs to be retrieved from archives.&#x20;

**Changes in Ingestion**

<br>

1. **Adding of banner for users who only have branch level access and can’t access Forms, Reports and reconciliation**&#x20;

<br>

We came up with a banner on the UI for communicating with end users for no access to forms, reconciliation and reports if they have access to some branches and for getting access they need to connect with their admin for getting access for GSTIN/Pan level access to use above features.

<br>

![](https://lh6.googleusercontent.com/bN8PMgtbdJxK_hKzdgm-424oC7IthUdaRuYZ3VHQ9HAYccD8wI_yx-n4KH_zIT_m-33MWSfo_Gh3K7dfgq7AztDP0pMDFxZx_6tXhjg_t2jOXHbC-1LdoOP5MmdMlq17VjH-4Rt4pmPaic-7R-NcbhE)

\ <br>

2. **Purchase and Sales Tax rate not visible on Ui while editing the documents**

<br>

&#x20;In the Edit flow on Ui for both sales and purchase if the user edits the tax rate having 3 decimal places and tries saving it , it gets rounded off to 2 decimal places. The above issue is now fixed .<br>

&#x20;            \
&#x20;           ![](https://lh4.googleusercontent.com/ylrNnpaTEGBLGq4N6wILb0FoMUP54t-DC9xgvtTIQjZTzRNnkiSYrwVBFDKI-moLhdwKSh7HNhCzqq17U6rpZ2fFCSgDTTwYQeDodFL-2v77DvgU9SxcQts0eoqhSYQXZK9vW91jwLX2fAt4_4xo3aY)

\ <br>

3. **Fixing of functionality of Get error file under import history**

<br>

&#x20;In Import history user was not able to download the error file on Ui under the actions tab, the fix  for same has been done and now user after clicking on “ Get error file” can download the error file  Seamlessly. &#x20;

&#x20;          &#x20;

&#x20;           \
\
&#x20;           ![](https://lh4.googleusercontent.com/olfHnchvwsQKWVAAeTog__zxs8yOLH5UnmA88Fm7ys0jEdeQazGHxU2kxXGXU5kkEgFB8vpn7wa96MDiP0L3wqEuEt4tY_8UrG1nzBlkL1ILOn-Lonscovs3ZR_vE6-kz1hRlxwGqaxO_gBlV2DujNo)

\ <br>

4. **Fixing of amendment issue for GSTR-6 prepare page view sections for table 6A and 6C**

<br>

GSTR-6 Prepare page view sections table 6A and 6C view was giving error "Error Occurred while fetching view data details" when the same file is re-ingested and duplicates are overwritten .\
This case is now handled and user will now be able to handle to view the sections without any error

\
\
\
\ <br>

5. **Support for Purchase Government template**

<br>

We now have added support for Purchase Govt Template , users can ingest the Purchase data using the govt template. Currently it has been supported only for document level data , summaries cannot be ingested using the govt template for now. Same can be used for Filing 3B and doing the Pr Reconciliation.\
\
![](https://lh5.googleusercontent.com/j7djmTcAmonsWqkbZsYI_eOY1Xdrl2kbj6FvoU9QLGJNEz702ugV7PFG_g1ul26Hhev-M5VtaOarrBOuHSuQRMQzxrnza85jTVcQBeGIgNWaTjkWy0OXG-xkT9wJMDdA6TA3TPtQEaQGFIliUaFMF_M)

<br>

<br>

**Release Note for GST: Release 18 of 2023**

**Date: 4th Sep, 2023**

\
We are excited to introduce several new features and enhancements in this product update. These changes are aimed at improving your experience with preparing and filling GST returns and ensuring compliance with GST regulations.\
Here is  the detail of the key features and updates:

1. **PAN level GSTR- 7/8**&#x20;

a. We are thrilled to launch the v0 version of GSTR-7/8 at a PAN level.

b. In this first version, users can now perform the following actions in addition to PAN level ingestion:

1. PAN Level Preparation of the form, similar to other forms on CFC.
2. PAN level Upload to GSTN, which includes a comparison of Your Data vs. Data on GSTN after upload.
3. Reset Data on GSTN, even if it is not available on GSTN.
4. Bulk Challan creation, similar to GSTR-3B\ <br>

\
&#x20; 2\.  **GST Return Applicability check**

1. To streamline the GST return process, all GSTINs will now be validated at the preparation step of each form.
2. This validation ensures the GSTIN's applicability for the return period, preventing issues during the upload.
3. Possible reasons for failure, such as GSTN being Cancelled/Suspended, registered after the return period, or inactive, will be flagged.

<img src="https://lh4.googleusercontent.com/vH43XrNIOEE7IVcdkTLOOMZ7QUg6x1VdWay_8ao3pTwCnEWRxTa15TbjHoIV2HMFy9tsqTuoTNjLs-deivF-txhMjSQd49QJsWHrIQTymzupF3icP2bOih1oqI2LiTdnbetFz40rkQn0pmwstpTLF8w" alt="" data-size="original">

3. **Changes in GSTR-3B**

4. **Upload time stamp in GSTR-3B**&#x20;

a. We have introduced a new feature that allows users to track when  &#x20;

&#x20;    they last uploaded data to GSTN.

b. This timestamp is conveniently displayed on the GSTR-3B upload page, enhancing transparency and record-keeping.

2. **Logic update for Ineligible ITC in Table 4**

a. We have addressed an issue related to ineligible ITC in Table 4 of GSTR-3B.

b. Previously, all ineligible ITC was accumulating in 4A(5) and getting reversed in 4B(1), regardless of whether it was for IMPG or RCM.

c. With this update, if the user selects PR for creating Table 4, ineligible ITC for IMPG, RCM, or other categories will be correctly placed in 4A(1), 4A(3), and 4A(5), respectively, and reversed in 4B(1).

Users can now include custom information in their reports, enhancing their analysis and reporting capabilities.<br>

3. **Custom Column support in Table 4 excel report**&#x20;

a. To provide more flexibility and insight, we have added support for custom columns in the Table 4 Excel report.

b. Users can now include custom information in their reports, enhancing their analysis and reporting capabilities.

<br>

4. **ITC Claim as per PR/2B column in Table 4 excel report**

a. We have added a new column to the Table 4 Excel report, displaying the ITC claim as per PR/2B.

b. This addition will  easier for users to track and manage their ITC claims.

<br>

4. **Edit UX improvements in GSTR-3B**

a. We have made significant user experience (UX) enhancements  across the "view prepared 3B" section.

b. These improvements streamline the process of editing Table 4,  providing users with better clarity and ease of use.

<br>

**Changes in Ingestion**

<br>

1. **Support for new headers in Purchase  for ERP Users**

a. We are now supporting additional system fields in purchase for ERP users, ensuring a seamless data ingestion experience.

b. Users can include columns such as Voucher type, ERP Expense GL code, and more during data ingestion.

c. These columns will be part of the UI and will be included in the downloaded report from data ingestion.\ <br>

2. **Support for new headers in Sales for ERP Users**

a. Similar to the purchase module, we are supporting additional system fields in Sales for ERP users.

b. Users can include columns such as Voucher type, ERP\_Business Place, and others during data ingestion.

c. These columns will also be part of the UI and the downloaded report from data ingestion.

Release Notes GST 21st August 2023

**Changes in GSTR-1**

## Release Sept 2023

## TDS

### Enabling FVU v8.2 to support of Q1 of FY24 returns.

**Changes in Form 26Q**

1. Introduction of section 194BA - 'TDS on winnings from online games' w\.e.f 1st April 2023
2. Introduction of section 194NC - 'TDS on cash withdrawal from co-operative societies' and addition of 3 new columns to capture the value of withdrawal w\.e.f 1st April 2023

**Changes in Form 27Q**

1. Introduction new column to capture 'Whether deductee opting out of new taxation regime \[u/s 115BAC (1A)]?' w\.e.f 1st April 2023.
2. Introduction of new items under 'Nature of remittances' in relation to capital gains for returns belonging to Q1 of FY24 and onwards.
3. Introduction of section 194BA - 'TDS on winnings from online games', section 194B ‘TDS on winnings from Lottery’, Section 194BB ‘TDS on winnings from Horse Race’ w\.e.f 1st April 2023
4. Introduction of section 194NC - 'TDS on cash withdrawal from co-operative societies' and addition of 3 new columns to capture the value of withdrawal w\.e.f 1st April 2023.
5. Bifurcation of section 194LC into LC1, LC2 and LC3 to accurate reporting of transactions applicable with different TDS rates.

**Changes in Form 27EQ**

1. Introduction new column to capture "Whether collectee opting out of new taxation regime \[u/s 115BAC(1A)]?' w\.e.f 1st April 2023 returns
2. Introduction of section 206C(1G)^T - Remittance under LRS for purposes of education or medical treatment w\.e.f. 1-July-23.

**Changes in Form 24Q**

1. Enabling original and correction returns to match the updated data structure (without incorporating the FVU feature changes).

**Fixed and improvements**

1. Challan Deletion from UI when challan is not tagged to any deductions within the return.
2. Under LDC tab - show only certificates that are tagged with Reason ^A
3. Re-enabling 206AB check with speed and scale optimisation
4. Certificate generation progress bar implementation and state management to cover closing the generation page while generation is in progress, add DSC if the DSC is expired etc.,&#x20;
5. Visibility of LDCs in the short deduction report in a few scenarios.
6. Resolving duplicate PAN creation during deduction template or conso ingestion.
7. Fixing TRACES request with PAN - TDS combination having 0.00 TDS value.
8. Other minor fixes and improvements to enrich user experience and product capability

## Release Notes GST 21st August 2023

**Changes in GSTR-1**

1. Auto-computation of summaries in GSTR-1 flow has now been optimzied basis the latest update time stamp. We will now not automatically compute summaries everytime if there has been no change in data. This implementation will improve performance of Preupload validation and G1 drilldown section
2. PAN Level summary generation report was failing for a few users. The issue has now been resolved and users should be able to generate and download PAN Level prepare summary in GSTR-1 flow

**Changes in GSTR-3B**

1. Users were facing issue while uploading data to GSTN for NIL GSTINs or upload was not working intermittently for a scenario. The issue has now been resolved and users will be able to upload to GSTN seamlessly
2. Users will now be able to access the last uploaded time stamp in the GSTR-3B upload page. This implementation will help customers to know if they already uploaded data to GSTN or not
3. In table 4 of GSTR-3B for ineligible ITC docs, the data was going into 4A(5) and 4B(1) for IMPG, IMPS and RCM PR docs. The issue has been resolved and now data will go in the right section of GSTR-3B table i.e. 4A(1), 4A(2), 4A(3)

**Changes in GSTR-6**

1. Users were not able to see the ingested data on Prepare page of GSTR-6 even though the data was accessible on data overview. The issue has been fixed and users are able to access the data in GSTR-6 properly

**Changes in Reports**<br>

1. Users with large no of GSTINs and data in their registrations were facing failure in report generation. The issue has now been resolved and users will be able to generate reports for their GSTINs with large data

**Changes in Ingestion**

1. **Support for  Increasing the Line Item Level Limit and File Size Limit at Customer Level**

&#x20;         We have added a support in ingestion where we can now Increase the Number of Line&#x20;

&#x20;        items and file size limit at customer level , earlier the default support for line item was     &#x20;

&#x20;        upto 5k ,also the file size supported is now upto 200 Mb( can be configured on the user   &#x20;

&#x20;        basis)

&#x20;        &#x20;

##

## Release 9th August 2023

## Clear ID

**Bank Maturity amount and Date on Confirmation pop up at Fulfilment Screen:**&#x20;

With this release, External Financing points like Maturity amount,  Maturity date and Bank interest charges are now visible before submitting the invoices. Buyers can view the exact amount and maturity date beforehand which earlier was populated after allocation to the bank. This gives the buyer flexibility to select the correct option.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F7x324g8mN1OwUCGbJg2t%2FScreenshot%202023-08-09%20at%209.30.16%20AM.png?alt=media&amp;token=eb166985-d479-4eb5-b731-81acf5d7c937" alt=""><figcaption></figcaption></figure>

**Custom Return Posting File for Buyers:**&#x20;

For clients which are not ERP integrated, need for custom return posting files where separate columns should be added after calculation in the CSV was there. With this release, capability of generating custom columns in the CSV is enabled.

**Warning pop up if approval is being done after payment date:**&#x20;

Each buyer has their payment dates, and if for any reason approval is being done after payment date, a warning pop up is now shown for the buyers. This helps them better understand the calculation of discounting for invoices.

**\[Tech]  Invoice Status Duplicity/ Active MQ Implementation:**&#x20;

To stop the invoice duplicity, stringent database changes were done. In future, if any issue arises for invoices duplicity, the database will mark them duplicate automatically. Along with this, active Queue is implemented. This fix will process the invoice status sequentially and change the status from Available for Posting → Sent to ERP → Posted to ERP.&#x20;

<br>

## Release 3rd August 2023

### GST

**Changes in GSTR-1**

1. Error message addition and improvements in GSTR-1 upload and filing screens. The error messages which were not reflected on the UI will now appear on the UI and in a user understandable manner (E.g. : Latest summary is not generated on GSTN, please retry upload to GSTN from upload step)
2. The text in the “Upload to GSTN without fixing” modal wasn’t clear to users and what would be its implications. We have updated the text for better clarity.&#x20;

<figure><img src="https://lh4.googleusercontent.com/ODAHDT2d8WvVYOoQuMI5L_a9IzIvUgxdOa_nMVbBRvQYGp5yP8kIH9yP-9mNYQI8m7QeEbITXexcX7ZocFNU3sH4NKCDDEX_AJhBIJFLS4bZAhfEz11u6MTK_3ugu42jluf2UtRS08yLkQCj0XwDCB4" alt=""><figcaption></figcaption></figure>

3. In the prepare page drill down users were seeing a difference in value if the invoice was linked to an advance which was supposed to be adjusted. We have now addressed this, and users will see consistent values across all pages of GSTR-1 (i.e. Prepare Page, View Sections and Invoice listing screens)
4. In GSTR-1 users were facing upload error due to negative values in the doc series summary for the cancelled docs column. The issue has been addressed and now users wont find negative values in the cancelled docs column for Doc series summary. Upload failure will also no longer happen due to this.
5. NIL filing tag was getting removed in the filing page post filing was successfully done. The issue has now been resolved and users will continue to see the NIL tag even after filing is successfully done
6. There was an inconsistency is displaying Filed with EVC/DSC in the filing screen. The issue has now been resolved and user will see consistent information even after filing is successfully done

**Changes in GSTR-3B**

1. For table 3.2 users were getting two options in the dropdown for Andhra Pradesh (State Code : 28 and 37). Now that has been updated and user will see only one option 37-Andhra Pradesh which is the code after division

<figure><img src="https://lh4.googleusercontent.com/aLv6Y6aRAKKTZCo36h2uB46IQT_lv6Kg947mlmcPtY41BEKoPHXLR1WFDANW54sqRlLugpP8UXe03j4Lf91gv7-9WsxM0BQooDJwPyBs3PEhWpE-3q5-it8cXUrsv8n8E1grosPA7LhZHO3k-MLOY4A" alt=""><figcaption></figcaption></figure>

2. While editing challan is GSTR-3B, the decimal point at the end was getting removed and additional zeroes were getting added at the end. This led to sharp increase in challan values and users had top put additional effort to fix these. The experience has been updated and no longer additional zeroes will be added at the end
3. In the Tax Calculation - the taxable w\.r.t sec 9(5) was getting adjusted with ITC available. However, based on GSTN notification, it should be paid via cash. The adjustments have now been addressed and tax liability of sec 9(5) will now be considered under cash payment

<figure><img src="https://lh3.googleusercontent.com/DRFLYgLAXPOLXrOl7lz-hUpsqR2STxLYwNulhHJ0hYUcPQJT0xH0ihs2j2P_vIX5rMdSXFUxe80cHNKVHUWyUUMQxJZFwyhl0j2A5kdt4PV8YMfw9IQ_dg4SDhW5d294ByjT5vBcWQHKEpLgpKiDKug" alt=""><figcaption></figcaption></figure>

4. The users were not clear with what does the deferred ITC In table 4A(5) means. We have now added a ( i ) button beside it which will explain what does it mean when hovered over it. The message will be “ITC present in 2B but not claimed in current month”

<figure><img src="https://lh5.googleusercontent.com/Qc1FQtj3ZKVYGFN-wTOatmq-atnxc5zP17uCvChxksfZ0Myyhm_QslFOnQLXdWhFcLTSEfYZLUsVa1_xZHz1kTksA1z0VYYnyochvX2sn58w5XkcwLtFphk9fmi0N3a40ZoZ5NHq-vxL_RGcnpvkv3U" alt=""><figcaption></figcaption></figure>

5. NIL filing tag was getting removed in the filing page post filing was successfully done. The issue has now been resolved and users will continue to see the NIL tag even after filing is successfully done
6. There was an inconsistency is displaying Filed with EVC/DSC in the filing screen. The issue has now been resolved and user will see consistent information even after filing is successfully done
7. The 3B drilldowns have been made user friendly and users now don't need to scroll left-right and vice versa to edit form or view details like SGST or Cess. The form will be completely visible till cess information

<figure><img src="https://lh3.googleusercontent.com/1uODfW6sxJuwZ8idJtJxwUCeoePlfllskP-_aa6-locAO-IIkVNWJSiIPR-d8AM4b9W2O8fB9R_fRxWJdVhiGMCfDSAMkapirijJLSPAtVXsyf8MqPhx3gv22mnataHizqnLsD5TFsT8XnwtbVE1HS4" alt=""><figcaption></figcaption></figure>

**Changes in GSTR-6**

1. In GSTR-6 we were getting errors in different formats from GSTN. This was leading to loss of information during upload errors from a user perspective. We have now taken care of format difference and user will get complete information after there is any error during upload
2. Users were seeing upload failure for GSTINs whose OTPs weren’t active. We have updated the experience and users will not see any failure for inactive GSTINs

**Changes in ITC-04**

1. DSC filing isnt implemented in ITC-04, however it was available on UI. We have now disabled the option of DSC filing in ITC-04
2. Users were seeing upload failure for GSTINs whose OTPs weren’t active. We have updated the experience and users will not see any failure for inactive GSTINs
3. Asterik (\*) symbol is added in the challan creation flow for ITC-04 to make sure all mandatory fields are clear to users
4. Users were not able to delete data from the import history screen by simply deleting the file. The issue has now been addressed and data will be deleted if files are deleted from import history

**Changes in Reports**

1. Trade name wasn’t coming in the GSTIN verification report. The issue has now been addressed and users will see the correct trade name in GSTIN verification report

**Changes in Ingestion**

1. Support for Branch Level Ingestion
   1. Users will now have the option to ingest the data at Branch level , samefeature was supported in GST 1.0 , we came up with this feature to support the users who migrated to GST 2.0 and were having branch level data.&#x20;
   2. &#x20;At UAM Level the users who will be having access to only specific Branches will not be having access to Forms or reconciliation same will also be communicated to end users on UI and user will be blocked using these feature. A Banner clearly having a communication for this will be part of next release.
2. Improving the experience of ingesting the data having multiple sheets( Sales Govt Template)
   1. Today if the user was having more than 5k line items for a document in any of the sheets we were failing the import for the entire file. Also the error message shown on Ui was incorrect .
   2. We now have improved the experience for the same, the user will get the error message clearly communicating that line item for a particular document has exceeded 5K line items( For some users we have enabled this for more than 8 K Line items and depending on use case by use case we can support the same) and also rest of the sheets and rest of the documents which will not be having any validation failure and will get successfully ingested .

<figure><img src="https://lh6.googleusercontent.com/wi1aFz0ddeQr9iZc_t_12OJUuto3iKqIpMBBQLGDgEc94mdEUpcA4pJB_AEyklX1uGQM3KjcnuR0F9TZxRpWQ3w-PdY2xa96Eev17mZUn3uWfsa5scglzwDG3CqK7kA1K2CnlfhtYoUO_pc-S642kss" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh4.googleusercontent.com/VKejESLgDTlwhYBUqXWKKz9DErRbpJdbOzXw_Jnb_CDnal8Eth06yqM5cFFrHsZrHh2TpOmPe5XGuLTuZwJZz8amQ5HWJNDZeCQNaWIR71Gx5ll7l6E9Xcy5wy2fgVX4cl8QgLw6NiE0VcqTcoptDOI" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh4.googleusercontent.com/wvdONGi_cFQWFGzFYQqqagk2z9B3mqURH-RjyM-ZyDqrpXQgrO30WW3PsCyr3-diI8umroVOpQ4YY_oPRP0PjXmFnKrC4E6cBNEMZG0ggzDr0cqigDv_fNEzsmhrO_bFujUvInOXetzBVEizWJ8aZbA" alt=""><figcaption></figcaption></figure>

3. Support for Delete column in Purchase Flat Template
   1. We have added a support for Delete column in Purchase Flat template, using the same user can delete any document from the system. User has to pass the “Y” flag for deleting any document. This feature works at document level.

### Notice Management

1. Reducing notices sync effort&#x20;
   1. Password for notice sync will be saved upon first usage to ensure from second attempt onwards users only have to enter captcha for syncing cases from portal.
2. Minor bug fixes to improve user experience
   1. Sorting of cases has been improved to show the latest notice/order on top for a case
   2. Due date population across all case types now being populated

### E-Invoicing India

**Fixes and Improvements**

* Signed invoice and signed QR code field has been removed from the E-Invoice lite report downloaded from archives section to significantly reduce the time taken for download.
  * If signed invoice and signed QR code field is required, lite report can be downloaded from documents screen for last 12 months
* Generation of an einvoice is not allowed for a B2B or B2C invoice already in generated or cancelled status. This is mandatory to avoid duplicacy and correctness of invoice data.
  * A sample use case avoided because of this validation - Users generate a B2B invoice and cancel it. Subsequently they generate a B2C invoice with the same invoice number. This leads to the cancelled B2B invoice response getting overwritten with the latest response and B2C contains the govt. response earlier stored for B2B invoice.

### TDS

**Fixes and Improvements**

**Verify PAN in batches** - optimized the PAN verification (from ui to api), it reduced the time taken to verify 100 PANs from 3.30mins to less than 1 min.

**Improving the PAN uniqueness -** optimised the PAN uniqueness criteria to reduce the write conflicts in DB - it reduces the ingestion/upload time and better handling of the multiple ingestions at a given point in time. Also, additional columns related to deductions such as Address, contact details, NR -Yes/No, PE - Yes/No (applicable for 27Q and 27EQ) are moved to deduction tables from deductee tables, thereby PAN report is simplified.

**What are deductee uniqueness criteria?** Identification of unique deductee. It is implemented to reduce the number of duplicate PANs thereby verifying PANs and the PAN report will clean data. Post changes, below is the uniqueness criteria..

Structurally valid PAN: TANofDeductor\_PANofDeductee\_RefNumber/SerialNumber\_Country \[Country will be considered only in case of form 27Q, If PAN and Country match Ref number will be updated]

Structurally Invalid PAN: TANofDeductor\_PANofDeductee\_NameofDeductee\_RefNumber/ SerialNumber\_Country \[Country will be considered only in case of form 27Q if the RefNumber is different a new deductee will be created.]

## **Release 27th July 2023**

### eInvoicing - India

#### Changes in onboarding flow

* Onboarding flow will consist of just the GSTIN addition step and selection of eWay bill requirement for business
* Upon completion of onboarding steps user will be able to explore the product and ingest invoices

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FNQtbVO7SM6tXSegr0zsg%2FScreenshot%202023-07-27%20at%204.29.48%20PM.png?alt=media&amp;token=e5631d5e-2599-44ee-80b1-c826ab5bceb4" alt=""><figcaption></figcaption></figure>

#### Authorise Clear to Generate IRNs (Adding API credentials)

* Users will be able to create and add API (NIC/ClearIRP) credentials from the IRN generation action itself
* Users can register and create API credentials for multiple GSTINs at once
* Auto detection of registration status, automation has been implemented to reduce manual effort and make process easy

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F5VwjjhyqLgaEJQXzAXOk%2FScreenshot%202023-07-27%20at%208.59.19%20PM.png?alt=media&amp;token=d7ff9c23-279b-423f-b097-efebe03e097e" alt=""><figcaption></figcaption></figure>

#### eWay bill for ship transport mode

* User can provide the vehicle details - vehicle number for ship mode of transport where goods are initially moved by road
* User can either send the vehicle number details during ingestion or update the transporter details

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FbjGaJk0U8WjEd2SSBu04%2FScreenshot%202023-07-27%20at%209.09.59%20PM.png?alt=media&amp;token=c6404fbc-ca34-468f-babd-4f7922ee9245" alt=""><figcaption></figcaption></figure>

#### User role permission

* User which do not have the permission to add user in other product like GST, MaxITC, but have admin role in eInvoicing would not be allowed to invite users in other product.
* User will be shown only the product for which they have permission in the user invitation flow

## **Release 21st July 2023**

### **GST**

**Changes in GST**

1. Help and Support (v0)
   1. We are launching our first version (v0) of Help and Support on GST 2.0
   2. User’s can now easily create a support ticket using Help and Support
   3. User’s will be able to provide Feedback for all flows
   4. User’s will be able to access the release notes directly from the product

<figure><img src="https://lh4.googleusercontent.com/wqtoIFzNMfRZ5n5Rhx8nlnadunmrOAtmlbnQ2OVNJK-JFi1dxzgzvp-kv38GETa3Rt9YSLmglcYENori5NR8M3ZYbqAtXhC5quWAPBiGXm9uOc2mohYoTMr7i6xErvF-PbruNaMqC0QXhi_0rjlM8zA" alt=""><figcaption></figcaption></figure>

2. A GSTIN can have a password length of max 15 characters and GSTN has restricted it on their UI. We were however accepting more than 15 characters as well which led to confusion amongst the user. We have added validations for it and now user can only enter a max of 15 characters in the password field&#x20;

**Changes in GSTR-3B**

1. 4D(2) others has now been updated and user can also see the breakdown of 4D(2). The breakdown will give user details about ISD Ineligible ITC and others

<figure><img src="https://lh3.googleusercontent.com/rRj7BnxsVjfF_qPwUcxryqGnkkgQLMkRTqHpkj2oFmiO9sVcBmpxqbfMiJendft6O7s8S9mncwqUm6VJLXJy9Z6V72oF6H86jYyu7ZYXo8lIBRVY4nF_sRR2Ym48TAdKD1_-_MbAQkpLLDPehewLT4c" alt=""><figcaption></figcaption></figure>

2. User Experience Improvements&#x20;
   1. User were seeing a shift in columns while editing prepared 3B. The issue has been fixed and user would see a consistent behavior in edit and saved mode
   2. In the edit mode, the copy paste of values was not working as per expectation and some users were experiencing page breaks. The issue has now been resolved
   3. While downloading the data from GSTN, we error messages were wrongly populated. The messages have now been updated
   4. Some users were experiencing intermittent page breaks while accessing the recon flow from GSTR-3B. The issue has been resolved
   5. Text changes have been made on several CTAs for better user understanding and clarity
3. Negative value in 4B(2) - Banner for user clarity
   1. GSTN doesn't accept negative values in 4B, however while using Table 4 autopopulation table 4 does get negative values in 4B due to presence of excess Credit Notes. We have now added a banner for user communication which will make it clear to them that how they can fix this

<figure><img src="https://lh4.googleusercontent.com/znilKVBGvaHIsBmZTC9ZM5PnGjyv_H1ufrq9YI4_Cpc2y5NLtQfCP_LJuL_715JZ1X85JF0SokcSCYRdIBTT22ndDk_KIR9WVBsiAT6DA0us89_5lOdffOsNE0GS9Hao3LewhO6BUfp1k5mVfcQET7I" alt=""><figcaption></figcaption></figure>

4. GSTR-3B Multi GSTIN Template update
   1. Null/Zero values in the template were not handled correctly on the product, which has now been resolved
   2. PoS validation didn't exist in the multi GSTIN template and that also now been added
   3. Adding additional rows in table 4 with similar description in no longer a challenge now. User can add rows with same description (e.g. “Others” can be a added multiple times)<br>
5. Ineligible ITC was appearing in 4A(4) - Inward supplies from ISD while updating table 4. The values should have been part of 4D(2). The issue has now been resolved and the ineligible ITC will now correctly be part of 4D(2) instead of 4A(4)
6. Table 4 population from 2B vs PR -&#x20;
   1. Users were seeing different values in Table 4 in 3B and Generated Table 4 in reconciliation. The issue has now been resolved. Users will see consistent table 4 across forms and reconciliation&#x20;
   2. Users were seeing zero values in Table 4 after pushing data from reconciliation. The issue has now been resolved and users will see expected values in table 4 after pushing data from reconciliation

**Changes in Reports**

1. User Interface for Multi PAN Filed 3B Reports
2. User can now access the information for Multi PAN Filed 3B reports on the GST 2.0 UI itself. No need to download multiple excels and work on it
3. Generate report and access insights on the UI in a matter of clicks

<figure><img src="https://lh3.googleusercontent.com/tVeYq5MjJiorGnk1YnBmMHV4pwEPCikB60_eZ1hpmwHcBE22hN0LP__A2UCYIVrb2el6fFnYjLnQZYPjocTUhLEjHGg2R0C2wqexDjXo3Yt6U6m0kJX7PLE3tAqw9vCoOGov5VeloNKEVFypGLQqChQ" alt=""><figcaption></figcaption></figure>

### **Clear ID**

**I2F Banner Live:** With this release Invoice to Finance Banner is visible to all proprietor companies. Vendors can login and on clicking on the banner is redirected to the I2F product.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FnDokxmKbaV5FZfvq34qd%2Fimage.png?alt=media&amp;token=5f09b878-a056-4c00-be11-a84596373c41" alt=""><figcaption><p>ID to I2F<br></p></figcaption></figure>

**Changes in Roles and Privileges:**  Roles and privileges Screen is modified to accommodate all the newer features in the platform. For eg: New Banks added in the roles. And previously unused roles and privileges are removed. Now Each Action on the platform can be controlled fully by Roles and Privileges Screen.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FELNXOs2PVvQAxgJ3c5gd%2FScreenshot%202023-07-21%20at%205.24.30%20PM.png?alt=media&amp;token=2a3609de-c1ba-4d51-8379-9b4786722f60" alt=""><figcaption></figcaption></figure>

**RXIL Code Refactoring:** RXIL code was refactored from previous 3 year old version to new -

1. Replaced Withdraw API from Soft Delete API
2. RXIL Logs are created
3. Transaction Withdraw - Invoice Status Issue fixed<br>

**FTP Magnet Solution:** Anchor Companies can drop invoice and payment files at FTP Magnet link. This gives input capability to Clear ID to solve for more companies.

**\[Tech]  Axis Bank Allocation Changes :** Bank Allocation wrt one anchor company was modified to keep a clause that “Invoice maturity period” should not exceed 120 days than invoice date. This check was implemented in the fulfillment section and system will throw an error if the criteria is not matched.

### **TDS**

Release dt 25th July 2023

**Features**

1. Enabled direct import of challans from IT portal along with Section code and Major head information.
2. Enabled Form 24Q salary reconciliation report, this will help to reconcile Annexure 1 (deductions) with Annexure 2 (salary details) and accessible only by TAN Admin, data preparation, salary admin and data preparation, not by non-salary admin and data preparation.
3. PAN Verification changes - incorporated new status to PAN
   1. Active and inoperative -  this will be marked as Active and inoperative in ClearTDS - applicable for individual PANs only and represents PAN-Aadhaar are not linked. TDS is to be made at a higher rate.
   2. Active and operative - this will be marked as Active in ClearTDS - applicable for individual PANs only and represents PAN-Aadhaar are linked. TDS is to be made at a normal rate.
   3. Deleted - this will be marked as Inactive in ClearTDS - represent PAN is surrendered on account of entity closure or death of PAN holder.
4. Data preparation role access changes - restricting the user from accessing the creation of new deductor, edit of deductor, TRACES certificate generation.

**Improvements**

1. Blocking FVU generation for Q1 - Form 26Q, 27Q and 27EQ for FY 2023-24 until next RPU version update.
2. Due date update for Q1 - Form 26Q, 27Q and 27EQ for FY 2023-24 to 30th Sept 2023, helps in accurate calculation of late filing fees under potential notices.
3. Incorporated the short deductions in Form 27Q as per Rule 37BC of the IT Rules.&#x20;

**Fixes**

1. Enabling FVU download option post e-filing Successful or Failure as well will help the user to download the filed FVU file and keep a copy of form 27A for future reference.
2. Fixing the issue of signing on all the pages when no cover page and signing on custom cover pages is selected.
3. Fixing the date calculation for determining the period for which the interest on the late deposit is to be levied. Number of months or part of the month = \[(date of deduction+ 1 day)] till the date of deposit after the due date.
4. Minor fixes in salary details ingestion rules in Form 24Q, Q4.

## **Release 6th July 2023**

### **GST**

**Changes in GSTR-1**

1. Pre-Upload Validation - Min 6 Digit HSN/SAC code&#x20;
   1. We are continuously improving our pre-upload validations and now have added the validation for the requirement of a minimum 6 digit HSN/SAC code in the HSN summary
   2. Earlier users were blocked at the time of ingestion and that took more time to import data. Now users can simply update their HSN summary after pre-upload validation
   3. The fix will also resolve the issue with the Sales sync feature where data was not getting synced directly from Clear E-invoicing to Clear GST as sales data in E-inv didn't have proper HSN details.
2. User experience improvement during Upload to GSTN

   1. After triggering the upload, users will see a banner on the upload page indicating that information is being fetched from GSTN for the "Uploaded to GSTN" row.
   2. This enhancement builds more trust with users by providing real-time updates.<br>

   <figure><img src="https://lh6.googleusercontent.com/3tipghjGl4BYK0eKpoXhlnncIdVDo9b9VXbv3NcBs4w9zXkSY6Vz70NXWVFcT2VpNYiiNgITZNKu6LohmxicSTi8G8y-Y0hcxgkYlw3m2UYfjlnZ5kF0AmfWBxiSrZyK1zEqioxq9hCqlfBvc-sxjqY" alt=""><figcaption></figcaption></figure>
3. Error Handling Improvement:
   1. Previously, when users encountered errors such as 403, 404, or 500 in our internal system, the product showed the data as if it was still being processed. However, we have made an enhancement to provide more accurate feedback.
   2. In case of a failed request due to internal system errors, users will now see a clear message informing them that the request has failed. They will be advised to retrigger the same request for further processing. This improvement ensures better transparency and helps users take appropriate action
4. Filtered PAN Summary&#x20;
   1. Excel PAN summary will now be prepared only for the filtered GSTINs, instead of all GSTINs.
   2. This improvement ensures users receive relevant summary data based on their selection.<br>
5. Ordering of GSTINs across screens
   1. Fixed the inconsistency in the ordering of GSTINs when viewed on different pages and dropdowns.
   2. The ordering will now be consistent based on the state code, providing a better user experience.
6. Delete document on GSTN

   1. Introduced a new action, "Delete from GSTN," allowing users to delete single or bulk documents directly from the GSTR-1 listing screen.
   2. Users can now delete documents from GSTN without the need for reconciliation.<br>

   <figure><img src="https://lh3.googleusercontent.com/WtN8jrTTcrg9mYjUJKUG1RkJLZ1ziu4uHf7SGUhJt5jH8fM6E6lzccvV5f640tWIuKGMy7_cSceT821HYP1kyNja7hysAlIo-k32Af2dLJCSaL6KjCFiliQJv4Er05jyQTxyiGQo09FMoooQvblF-II" alt=""><figcaption></figcaption></figure>
7. Performance Improvement of Auto Compute
   1. We have optimized the performance of the auto computes, resulting in faster summary generation and page loading times.

**Changes in GSTR-3B**

1. Edit GSTR-3B UX updates&#x20;
   1. Resolved an issue where number formats were not updated properly when copying and pasting values from sheets, eliminating errors and ensuring a smooth user experience.
2. IMPS SEZ details in 4A(5)
   1. Addressed the issue where IMPS SEZ details were incorrectly placed in 4A(2) instead of 4A(5).
   2. Users will now find the IMPS SEZ details in the correct line item of 4A(5).
3. Improvement in Logic of populating ISD ITC from 2B in Table 4 of GSTR-3B
   1. Fixed the issue where both eligible and ineligible ITC were being populated incorrectly in 4A(4) instead of segregating them appropriately.
   2. Now, eligible ITC is correctly populated in 4A(4) and ineligible ITC in 4D(2), ensuring compliance with GST regulations.
   3. This improvement ensures accurate reporting and management of ISD ITC.
4. Improvement in the Table 4 Excel report downloaded
   1. PAN Level and GSTIN Level Summary Sheets for Table 4 will now include a new row, 4C, representing "Net ITC Available."
   2. Reordered columns in the GSTR 3B summary Excel report for better clarity and consistency.
      1. "Original Doc IGST," "Original Doc CGST," "Original Doc SGST," "Original Doc Cess," "Original Doc Total Tax," and "Original Doc Taxable value" columns are now positioned before the "4A5 Total Tax" column.
      2. This reordering improves the logical flow of information and facilitates easier analysis of the report.
5. Delete summary from import history
   1. Users were able to the see GSTR-3B summary on UI even after deleting the file from the import history. The issue has now been resolved and data will be deleted from the UI if the file has been deleted via import history

**Changes in GSTR-6**

1. Error Report Generation&#x20;
   1. Resolved the issue where users couldn't see data in the error report post-upload due to case sensitivity differences in the document numbers between GSTN and Clear.
   2. The error report will now provide detailed information even in cases of document number case sensitivity mismatch.
2. Previously, ISD Docs were generated for all GSTINs regardless of user selection.
   1. This issue has been resolved, and ISD Docs will now be generated only for the selected GSTINs.
   2. Generate ISD docs for selected GSTINs

\
**Change in Sales Recon**

1. EWB vs Sales / GSTR-1 Recon improvements
   1. Added support for custom fields in the Recon report, making custom fields imported as part of the Sales register available in the Recon results report.
2. E-invoice (GSTR-1) vs Sales Register Recon improvements
   1. Improved matching results
      1. Previously, differences in document sub-section details were not highlighted, leading to potential errors. Now, such differences are flagged, categorizing the documents as mismatched.
      2. Previously, scenarios with multiple documents (Invoices, CDNs) sharing the same document number on Sales and GSTR-1 did not get matched.\
         The improved matching rules now facilitate 1-1 matching for such scenarios, improving accuracy and reducing missing matches.
   2. Customer name not appearing in Matching results issue
      1. There was a long pending issue that the customer name was not appearing in matching results for Export, B2CL and also B2B documents in some cases. This issue is resolved.
      2. Customer names present as part of the Sales register will be considered and shown in the matching results (both Product UI and Excel report). In case the customer name is not present in the sales register, the system will try to fetch & show the customer name from the Govt data&#x20;

**Changes in Ingestion**

1. Disabling the duplicate file ingestion
   1. Disabled the option for users to ingest the same file when the ingestion is already in progress.
   2. Users will now receive an error message stating, "This is a duplicate file. Data import for this file is already in progress. Please refer to the import history section for more details."
2. Ingestion issue fixes
   1. Added support for selecting the current FY (financial year) in the Sales summary. Users can now select 23-24 from the dropdown.
   2. Supported the selection of port codes along with port names. Previously, users were unable to pass the port code and name, but this fix enables seamless data entry in the backend.

**Changes in Reports**

1. PAN Level G1 vs 3B vs Books - Individual GSTIN sheets&#x20;
   1. Updated the G1 vs 3B vs Books report to include individual GSTIN level sheets in the Excel report.
   2. Users will now have access to specific GSTIN-level data for better analysis

### TDS

**Improvements**

1. Enabling the users to get multiple RRR/PRN in correction returns.
2. Improving the correction return filing related to section 194Jb having no TDS with lower deduction reason.
3. Enabling manual upload of csi file for FVU generation along with existing IT portal and NSDL automation.

**Fixes**

1. Fixing the failures related to import and sync of LDCs where the number of LDCs to be imported is more than 150.
2. Improving the TRACES login failure use cases in case of Bulk PAN verification.
3. Potential notices - fixing the interest on late deposit calculation for Form 27EQ and short deduction calculation logic for sec 194C for non-company deductees.
4. Sec 80D calculation in case of Form 24Q, Q4 correction returns.

### E-Invoicing (India)

#### Switchers mechanism between NIC1, NIC2, ClearIRP

A switcher mechanism has been implemented to divert the incoming user requests to a secondary source to ensure maximum uptime.

* If NIC1 is down/APIs are slow the user requests will be sent to NIC2
* If ClearIRP is down/APIs are slow the user requests will be sent to NIC1

All depended API calls like cancellation, GET\_IRN etc would be sent to the source where IRN was generated

#### Validation addition

* Using the IRP db to check the GSTIN status for IRN generation
* Reverse charge supply is not allowed for ISD recipients
* Updated the pincode to state mapping to ensure pincode belongs to the state mentioned

#### Updating the master codes

* In the state master codes, 99 is removed for other country
* Added validation for country code, port code and currency codes from master code list
* Tax rates 10, 20 and 30 have been removed as these are not allowed by GSTN
* Exact pin code to state mapping have been implemented according to the master codes

#### Changes to DSC user role permissions

Earlier only the workspace and PAN/GSTIN admins had the permission to add digital signature to an invoices. The user permissions have been update so that users with permissions to generate einvoice and eWay bill can add digital signature. User roles einvoice only, eWay bill only, non cancel can add digital signature.

#### Improvements

* Index optimisation to reduce the time for loading screens on UI
* Support print pdf download for same invoice number in different FY. A suffix for FY is added to print pdf downloaded.
* Setup Alerts for the e-invoicing and clear invoicing services for CPU and memory usage
* Reverted the country code validation for export transactions as it is not implemented on NIC yet
* Changes for GST recon
  * Changes to eWay bill count API to support filter for supplier GSTIN
  * Customer billing state is included in eWay bill data to be compared against place of supply in SR/G1 for recon

### ClearIRP

* Support ticket creation by users from UI tool. User will have to fill few fields and give issue description. These tickets will flow to SF from where the L2 support team can check the issue and resolve.
* Update the turnover for the GSTIN and update the einvoicing eligibility status for 5-10 Cr turnover
* Handling dedup slowness/downtime
  * Invoice can be registered even when dedup is down. However, if the same invoice is registered with any other IRP then the status needs to be changed as "**Rejected**"

## **Release 22nd Jun 2023**

### **GST**

**Changes in Recon**

1. GSTR-1 download improvement in GSTR-1 vs Sales recon
   1. Due to an issue in the GSTR-1 vs Recon flow, even when GSTR-1 data download is complete, the status keeps showing as download is in progress until the page is refreshed. This gave the impression that the data download is taking time.&#x20;
   2. This issue is fixed. Immediately after the GSTR-1 data download is complete, status will show as success.

**Changes in GSTR -3B Filed Report**

1. Split of turnover in filed 3b report ( Taxable and Non- taxable)
   1. We will now provide a feature  that allows users to view a detailed breakdown of their turnover in the Field 3B report, categorizing it into taxable and non-taxable components. This enhancement aims to provide users with enhanced visibility and better understanding<br>

      <figure><img src="https://lh5.googleusercontent.com/sVn8QyOEky7gXDaGuok0Mf-8Op63sUm2fwXZ9BBLwzYQefJ2L0KjOgYB5e8eVhvPLGyy7VsbEk4E8AjQBacj9x16WTaBEU_slghh3aQZ57QSiqHhDY-nkIJugY_iL6DW3F7J5zQ39YHoKloZ2Kg4_3g" alt=""><figcaption></figcaption></figure>

### **TDS**

#### **New Features**

**Multi TAN - Filing Status Dashboard:** Single TAN-based filing tracker revamped to support Multi TAN Filing Status tracker to capture both internal and TRACES return status with recommended actions based on the return status.

**Enabling Annexure to Form 16 and non-Form 16:** to capture 12BA, Annexure to Part B, Password and Emails of the employee/deductee PANs.

**Blocking users with no active license**

#### **Improvements**

1. Enabling draft status and navigation flow for correction wherein conso file having only challan details
2. De-coupling deductions, salary details, txt file, error file in case of FVU failure for better user experience
3. Improving the E-file via ITR
   1. Get RRR number based on ack number, if initial automation is failed
4. Option to download FVU file, even after e-filing is successful
5. Removing the restrictions of data presence capability to access the Repository.
6. Re-write of LDC import capability with import + sync values
7. PAN report to provide “Not Available” status for Aadhaar linking of non-individual PANs.
8. Form 16
   1. Bifurcated the templates into 3 sections to solve the alignment issues
   2. Excel-based certificate generation report for all the Forms

#### **Fixes and minor improvements**

1. Fixing unable to view/download return data due to FSD sync
2. Salary details deductible, taxes and short deductions calculation fixes

**Release 13th June, 2023**

**EWB recon (Sales)**

* Enterprises can reconcile their EWBs against the Sale Register or GSTR-1 (Draft or Filed) at a monthly level.
* PAN level reconciliation of XX lakh invoices in less than XX minutes
* Struggling to download & prepare EWB data for Recon? We will auto download your EWBs (by me, by others) daily & keep it ready.&#x20;
* Actionable matching report to quickly narrow down on the valid discrepancies in documents.<br>

\*This is an early availability release

**Ingestion**

**PR Validation Removal to reduce Integration TAT(For ERP Users)**

<br>

To expedite the integration process, we have removed certain validations from PR, allowing user data to be ingested into the reconciliation system more swiftly. This means that users can now run reconciliations without being blocked by validation errors. Instead, the system will generate warnings for any documents that have validation errors.

This new approach empowers users  to take control of the reconciliation process and make informed decisions about the next course of action for documents flagged with warnings. By providing users  with visibility into potential validation issues, they  have the flexibility to review and address them as needed.

We believe that this change will significantly reduce integration TAT for ERP users and enhance the efficiency and ensure smooth onboarding

**Changes in GSTR-3B**

1. 3.1 d comparison row In 3.1d comparison with GSTN row was showing data from PR and not from GSTN. The issue has been fixed and now data is updated from GSTN
2. a. GSTR-3B source update After ingesting GSTR-3B summary the source was not getting changed to GSTR-3B summary and now that has been fixed.

&#x20;      b. After running the recon of 2B vs PR, the data source for entire table 4 was getting     update to recon. Now the issue has been fixed and user will have the option to decide whether to update for all rows or for selected ones&#x20;

&#x20;  3\. a. Make Payment post credit to ledger - Bug Fixes The offset feature was failing because tax liability or input available was getting rounded off to a lower value. The issue has been fixed and now the values will rounded to higher/lower precision correctly

&#x20;      b. Clear GST smart offset was getting calculated wrongly and negative values were appearing in ITC utilization. The issue has been resolved and user wont see negative values in ITC utilization

4. GSTR-3B connected flow from recon

&#x20;     a. Users can now seamlessly move to GSTR-3B filing from recon (2B vs PR) after their table 4   is prepared. One CTA will take the users to GSTR-3B with all data sources pre-filled

&#x20;5\. Recommended source in GSTR-3B

&#x20;     a. The recommended source in GSTR-3B has been updated and now the recommended sources are 2B vs PR wherever data could be filled via recon

6. DSC filing failure

&#x20;     a. Few users were facing failures while filing returns using DSC method. We have fixed the  issue

7. Multi GSTIN summary template - Fixes

&#x20;     a. Deleting of sub rows in template lead to ingestion failure and users were not clear with the issue. The bug has been fixed

&#x20;     b. Deleting of sub rows in template also lead to duplication of rows in table 4 and also led to upload failure. The issue has been fixed with the release

8. UX improvements

&#x20;   a. In table 4 users were facing an issue where an edit was not saved even after doing   multiple  attempts. The issue has been addressed and now values will be saved immediately after the user clicks on save

9. Difference in value between prepare and review tax calculation page

&#x20;      a. Users were noticing a difference in prepare page and review tax calculation page due to the rounding error. The issue has been addressed and now there will be a parity between the pages for all values

10. User edited table 6.1 on upload page

Users who were using user edit mode of ITC offset were not able to see the table 6.1 on Preview 3B page in the Upload screen. The issue has been addressed and now users will be able to see what mode of tax calculation they are using in the upload screen as well

11. Download failure messages of 2B and Interest/Late fees \
    Users were seeing download failures in the data source page of 3B and were not able to get clarity why is it failing. Messages have been added for better clarity for our users
12. &#x20;Ingestible GSTR-3B recon report

The table 4 recon report coming out of 2B vs PR is now ingestible and users can easily use that report to seamlessly work with their GSTR-3B

<br>

**Release 6 June, 2023**<br>

**Changes in GSTR-1**

<img src="https://fonts.gstatic.com/s/e/notoemoji/15.0/1f449_1f3fb/72.png" alt="👉🏻" data-size="line">Sequencing for Sub section drill down in G1 GSTIN Summary&#x20;

* The drill down sequencing of sub-sections for Credit Debit Note - Registered (9B), B2B Amendments (9A), and CDN Registered Amendments (9C) in the GSTR-1 Prepare page did not match the sequencing on the GSTN portal.
* The sequencing has been updated to align with the GSTN portal, allowing users to easily compare the information.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F9LD9etuerDQUITyGzhZn%2Fimage%20(29).png?alt=media&amp;token=676a81b0-689a-48e3-a1fe-95b8cc9b9436" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F4ESFNUyXbfyOzthYwlhp%2Fimage%20(30).png?alt=media&amp;token=5c3368ae-1a85-41b7-a1a0-770859324dd3" alt=""><figcaption></figcaption></figure>

<img src="https://fonts.gstatic.com/s/e/notoemoji/15.0/1f449_1f3fb/72.png" alt="👉🏻" data-size="line">**GSTR-1 Amendment linking issue**

* Users were experiencing issues in the amendment section, where documents related to the current financial year were incorrectly linked to older FY invoice numbers during amendments.
* This issue has been resolved, and now the linking will be accurate with respect to the current financial year.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F3fwgIPk50KmA5Qw6Pwub%2Fimage%20(31).png?alt=media&amp;token=fd53264a-452e-4fd8-b6ea-63ded3862f2c" alt=""><figcaption></figcaption></figure>

<img src="https://fonts.gstatic.com/s/e/notoemoji/15.0/1f449_1f3fb/72.png" alt="👉🏻" data-size="line">**Delete from Clear - Action**

* A new action has been added on the prepare page of GSTR-1, allowing users to delete all data from clear GST without leaving the GSTR-1 flow.
* Users can now easily delete all data from clear GST within the GSTR-1 interface.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FDy4svi6RScJbK3zlvnEZ%2Fimage%20(32).png?alt=media&amp;token=5d66c7e1-c048-465c-9c70-be96c9b54e15" alt=""><figcaption></figcaption></figure>

<img src="https://fonts.gstatic.com/s/e/notoemoji/15.0/1f449_1f3fb/72.png" alt="👉🏻" data-size="line">**Description in HSN Summary**

* Users were not receiving description information in the HSN summary when using Auto compute.
* The Auto compute summary of HSN will now include description information.
* The first description information for that HSN code provided by the user in the clear sales register template will be considered.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F7bkS3PH48uHOUUTnKGtw%2Fimage%20(33).png?alt=media&amp;token=1afbf916-2443-4d6b-8bb2-fca0adb932d1" alt=""><figcaption></figcaption></figure>

<img src="https://fonts.gstatic.com/s/e/notoemoji/15.0/1f449_1f3fb/72.png" alt="👉🏻" data-size="line">**Settings for defining logic for HSN Auto compute**&#x20;

* Users can now choose the logic for HSN auto compute and decide whether to consider CDNs and their quantity for computing the HSN summary.
* Users will also be able to configure this setting at a GSTIN level.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FqXgKlduAIsKZOqNh5KUY%2Fimage%20(34).png?alt=media&amp;token=54c3c928-2622-42b8-8880-ea0bf0b2c577" alt=""><figcaption></figcaption></figure>

<img src="https://fonts.gstatic.com/s/e/notoemoji/15.0/1f449_1f3fb/72.png" alt="👉🏻" data-size="line">**Improved Error Messages and New Additions**

* Error messages while “Uploading to GSTN” have been updated to provide clearer explanations and make it easier for users to understand.
* New error messages have been added to cover cases that were not addressed previously eg: GSTIN cancellation status etc

**Changes in GSTR-3B**\
\ <img src="https://fonts.gstatic.com/s/e/notoemoji/15.0/1f449_1f3fb/72.png" alt="👉🏻" data-size="line">**Backward Compatibility for GSTR-3B Prepare Page**&#x20;

* The prepare page of GSTR-3B for return periods before Aug'22 has been made similar to GSTN.
* Users will no longer see the table 4 drill-down breakups on the view prepared 3B page, aligning it with the GSTN interface for the Return period till July,2022

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FY34Mox1QCGS47iwjpKmv%2Fimage%20(35).png?alt=media&amp;token=dcd48d9c-211d-4b10-9fc7-2a0536e2630d" alt=""><figcaption></figcaption></figure>

<img src="https://fonts.gstatic.com/s/e/notoemoji/15.0/1f449_1f3fb/72.png" alt="👉🏻" data-size="line">**ITC Savings Banner - Smart Offset**

* Previously, users were encountering a banner for zero savings in the Tax calculation drill down.
* The banner will no longer be visible to users when there is zero savings in the clear GST calculation as compared to the Government calculation.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F4bKRtwvIu3H7ANLUXD7h%2Fimage%20(36).png?alt=media&amp;token=51ce7729-b0e5-409b-bce9-7024a06b336e" alt=""><figcaption></figcaption></figure>

<img src="https://fonts.gstatic.com/s/e/notoemoji/15.0/1f449_1f3fb/72.png" alt="👉🏻" data-size="line">**Enhanced User-Friendly Error Messages**

* Error messages for uploading to GSTN have been updated to provide a simpler understanding for users.
* New error messages have been added to cover cases that were previously not addressed, ensuring comprehensive error handling.

**Changes in GSTR-6**\
\ <img src="https://fonts.gstatic.com/s/e/notoemoji/15.0/1f449_1f3fb/72.png" alt="👉🏻" data-size="line">**Amendment Support in GSTR-6 Clear Template**

* Users can now add amendment details in the GSTR-6 form using the clear GST template.
* Details can be added for Table 6A (Amendment of ITC received in previous returns), Table 6C (Amendment of Debit/Credit Notes received), and Table 9 (Amendment of ITC received in previous returns).

<img src="https://fonts.gstatic.com/s/e/notoemoji/15.0/1f449_1f3fb/72.png" alt="👉🏻" data-size="line">**Invoice Number Validation in GSTR-6**

* Users were encountering issues such as invoice numbers exceeding 16 characters or containing special characters while uploading data to GSTN during GSTR-6 filing.
* Validations have been implemented to address these issues, ensuring a smooth upload process without any errors related to invoice number format

**Changes in ITC-04**

<img src="https://fonts.gstatic.com/s/e/notoemoji/15.0/1f449_1f3fb/72.png" alt="👉🏻" data-size="line">**Warning Modal during Upload to GSTN**

* Users will now receive a warning modal when uploading to GSTN in the case of NIL filing.
* If users have selected NIL filing but still have some data available on GSTN, the warning modal will appear.
* This enhancement aims to alert users about the presence of data on GSTN despite selecting NIL filing, ensuring accuracy and preventing unintended actions.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F3fTUehM82y85ThTELsL2%2Fimage%20(37).png?alt=media&amp;token=68785a62-d088-4365-93b9-1d2036b20a60" alt=""><figcaption></figcaption></figure>

**Changes in Reports**

<img src="https://fonts.gstatic.com/s/e/notoemoji/15.0/1f449_1f3fb/72.png" alt="👉🏻" data-size="line">**G1 vs 3B vs Books**

* In the comparison report for G1 vs 3B vs Books, G1 summaries were displaying twice the ingested summary sections, resulting in inconsistent data in the books section.
* The issue has been resolved, and users will now see consistent data in the comparison report, aligned with their books.

<img src="https://fonts.gstatic.com/s/e/notoemoji/15.0/1f449_1f3fb/72.png" alt="👉🏻" data-size="line">**GSTIN Verification Report - Additional Address Details**

* Users were not receiving additional address details for their vendor GSTINs when using the GSTIN verification report.
* The issue has been resolved, and users will now be able to access the additional address details for all their vendors on the UI as well as in the downloaded Excel report.

<img src="https://fonts.gstatic.com/s/e/notoemoji/15.0/1f449_1f3fb/72.png" alt="👉🏻" data-size="line">**Filed G1 Report**

* Users were experiencing inaccuracies when fetching the Filed G1 Report after filing their returns.
* The issue has been resolved, and the data will now be freshly fetched from GSTN after filing the returns, providing users with the updated Filed status.

**Changes in E-invoice (GSTR-1) vs Sales Recon**

<img src="https://fonts.gstatic.com/s/e/notoemoji/15.0/1f449_1f3fb/72.png" alt="👉🏻" data-size="line">**Matching results issue fix**

* Previously, documents with mismatches in Document type (Invoice, Debit Note, Credit Note) were displayed incorrectly as exact matches in the matching results section.
* This issue has been addressed, and these documents will now be correctly identified as mismatches in the matching results.
* Users can expect improved accuracy in identifying and resolving discrepancies between E-invoice (GSTR-1) and Sales Recon data.

**Changes in Ingestion**

<img src="https://fonts.gstatic.com/s/e/notoemoji/15.0/1f449_1f3fb/72.png" alt="👉🏻" data-size="line">**Enhancing the performance of downloading large files from the Data Overview screen**

* Previously, users faced difficulties when attempting to download large Excel files. To address this, we have implemented a file chunking mechanism.
* If the size of the file exceeds more than 6 lac line items for both Sales and Purchase, the system will automatically split the file into multiple CSV files.
* These CSV files will be conveniently combined and presented in a ZIP folder, allowing users to download all the data in one go.
* This improvement ensures a smoother experience and easier access to data, particularly for users handling large volumes of GST information.

## Feature: Clear Add-on for Tally (TCP)

1. **Sandbox Testing Environment:**

   Users can now utilize the sandbox installer to set up a sandbox environment. This allows you to test compatibility and ensure a smooth transition to the production environment.<br>
2. **Multiple Deployment Environments:**<br>

   Users have the flexibility to install it on various deployment environments, including local systems (desktops, laptops), cloud servers, RDP servers, AWS servers, and more. This ensures adaptability to your preferred infrastructure.<br>
3. **User Access Control:**<br>

   You now have the ability to control user access to the Clear GST module. This feature enables you to allow or disallow specific users from using the module, providing better control over your compliance processes.<br>
4. **Multi-GSTIN Support:**<br>

   The enhanced TCP allows you to maintain and manage documents for multiple GSTINs under the same PAN. You can upload documents from Tally to Clear either at the PAN level or GSTIN-wise, simplifying your compliance management for multiple entities.<br>

   <figure><img src="https://mail.google.com/mail/u/0?ui=2&#x26;ik=d8a4fc2cce&#x26;attid=0.3&#x26;permmsgid=msg-f:1766681921020259433&#x26;th=188483d8cd846c69&#x26;view=fimg&#x26;fur=ip&#x26;sz=s0-l75-ft&#x26;attbid=ANGjdJ_1Q-bhc6cUYwBeSH333cIyPKxBcaK9rTgPjewyOwn78xGI8bVN1tUbGymnRbssKX9Oc4u1kA9PmwhYMYD1kahbOaELjum90BZRduo0LI8Nsj1Pjz1uH4VgiOg&#x26;disp=emb&#x26;realattid=ii_lhz1o2sc0" alt=""><figcaption></figcaption></figure>
5. **GST Registers:**<br>

   You can now view a comprehensive list of documents before uploading, based on ledger configuration for GST applicability. This provides better visibility and control over the documents to be uploaded, ensuring accuracy and compliance.<br>

   <figure><img src="https://mail.google.com/mail/u/0?ui=2&#x26;ik=d8a4fc2cce&#x26;attid=0.2&#x26;permmsgid=msg-f:1766681921020259433&#x26;th=188483d8cd846c69&#x26;view=fimg&#x26;fur=ip&#x26;sz=s0-l75-ft&#x26;attbid=ANGjdJ_hr5JOC3-ovBt1wpmrAl1LOVGbTwejJZw227upcZMMfMv92H3FJ7b3Lr-R4VhrUfj1swoopDZwL9GSVGaJ8VyHKlGuAM1S2_0_WFTuPYoz3_eWX5dBUNYhWsI&#x26;disp=emb&#x26;realattid=ii_lhz1o2sn1" alt=""><figcaption></figcaption></figure>
6. **Voucher Type Configuration:**<br>

   By default, Sales, Purchase, Debit Notes, and Credit Note voucher types are included. However, with the enhanced TCP, users can configure additional voucher types for GST upload, tailoring the connector to their specific requirements.<br>

   <figure><img src="https://mail.google.com/mail/u/0?ui=2&#x26;ik=d8a4fc2cce&#x26;attid=0.4&#x26;permmsgid=msg-f:1766681921020259433&#x26;th=188483d8cd846c69&#x26;view=fimg&#x26;fur=ip&#x26;sz=s0-l75-ft&#x26;attbid=ANGjdJ9_yrJqrqodiqYoMUmtezJe750qp8KTToEbb1fS7LEkYcblZDALaJs26ovhXnkT9iaCrL5CGTnfgVbJfcHAV3HxOyMQVJVjWixtS2djCsFL_vMM0Kng9eXKOqc&#x26;disp=emb&#x26;realattid=ii_lhz1o2sq2" alt=""><figcaption></figcaption></figure>
7. **Document Overview:**<br>

   The document overview feature allows you to view detailed line item information such as item description, taxable amount, tax amount, and more before uploading. Once uploaded, the overview also includes upload status and error messages, if any. This helps you verify the data and address any errors or discrepancies efficiently.<br>

   <figure><img src="https://mail.google.com/mail/u/0?ui=2&#x26;ik=d8a4fc2cce&#x26;attid=0.1&#x26;permmsgid=msg-f:1766681921020259433&#x26;th=188483d8cd846c69&#x26;view=fimg&#x26;fur=ip&#x26;sz=s0-l75-ft&#x26;attbid=ANGjdJ85OC13s-UVfAug4L86-aGLJdZ-aBQJ4LmMRZkZ2g0VC1lOpXlgjCx40WrFtHpxB4aVdp-xM7D0NkgF_7WMmUeDb-rIUkJaSrHazBSScqB_VwgTlVaYxTSZP7o&#x26;disp=emb&#x26;realattid=ii_lhz1o2su3" alt=""><figcaption></figcaption></figure>
8. **Selective Upload:**<br>

   You have the flexibility to select and upload one, multiple, or all documents within a register to Clear. You can also apply filters based on voucher type and date ranges, streamlining your upload process.
9. **Error Messages:**<br>

   Users can now view voucher-level error messages for data validation errors. This enables you to correct errors directly from Tally before re-uploading, ensuring data accuracy and compliance. Error messages are conveniently available on the Import History page at an upload activity level.
10. **Filter by Status and Re-upload by Status:**<br>

    User can Filter documents by status (Uploaded, Failed, and Not Uploaded) and selectively re-uploading failed or not uploaded documents is also available in this release.<br>

    <figure><img src="https://mail.google.com/mail/u/0?ui=2&#x26;ik=d8a4fc2cce&#x26;attid=0.5&#x26;permmsgid=msg-f:1766681921020259433&#x26;th=188483d8cd846c69&#x26;view=fimg&#x26;fur=ip&#x26;sz=s0-l75-ft&#x26;attbid=ANGjdJ-p5rJWlE-0Zdbe8QnbIAW4HfWyl10dmga51IHRFhW6IQfGqgff76YrISuC6Z0LGSza8TYEVmsslieZR6wdY43QM0LPREb1YO3LVozwvQndnS33ilHwf8Z7KX0&#x26;disp=emb&#x26;realattid=ii_lhz1o2sz4" alt=""><figcaption></figcaption></figure>

[Here](https://docs.google.com/document/d/12LyzQ3M11tZywO5xTOoCDbPN5GvalB6YbASdiW7XmWM/edit#heading=h.4pxrojwxsxii) is the detailed guide on how to install Tally Connector along with the FAQ.

## Release 22- May, 2023

## GST

**Changes in GSTR-1**

1. We understand the importance of having a comprehensive view of your uploaded data on GSTN. With this update, we have introduced the ability for users to download a Pan level or Multi GSTIN summary of the data uploaded to GSTN in GSTR-1 flow in an Excel format. This summary is available at both section and GSTIN levels, providing you with valuable insights and analysis options.

   <figure><img src="https://mail.google.com/mail/u/0?ui=2&#x26;ik=d8a4fc2cce&#x26;attid=0.1&#x26;permmsgid=msg-f:1766681910178027511&#x26;th=188483d6474517f7&#x26;view=fimg&#x26;fur=ip&#x26;sz=s0-l75-ft&#x26;attbid=ANGjdJ-wNb-Kx8TN8kHDuAekOjRJI6jsBpGJlJfieXKwfmjmVcPt2Sc5v3W6O0Q6djVI6OBSYhNfv0qu1lZ43PadnkgISacaFGsEb5Yqca5N8-4SMp2VmBXoFKlkpPA&#x26;disp=emb&#x26;realattid=ii_lhz0aqtx0" alt=""><figcaption></figcaption></figure>

   \
   **Impact:**

   Improved Data Analysis: The availability of Pan level and Multi GSTIN summaries enables you to check your uploaded data in a more structured and detailed manner.

   Streamlined Reporting: By offering the option to download data summaries in Excel, you can generate customized reports for internal analysis, audits, or compliance requirements. This enhances your reporting capabilities and simplifies data sharing within your organization.

**Changes in Reports:**

1. Updated Dates for ITC-04 in Filing Tracker:

   Keeping up with the latest changes on GSTN is crucial for accurate filing. In this release, we have updated the dates for ITC-04 in the filing tracker based on the latest GSTN modifications. As a result, you will now be able to view dates categorized by half-yearly and annual returns, providing you with a clearer understanding of your filing schedule.

<br>

<figure><img src="https://mail.google.com/mail/u/0?ui=2&#x26;ik=d8a4fc2cce&#x26;attid=0.2&#x26;permmsgid=msg-f:1766681910178027511&#x26;th=188483d6474517f7&#x26;view=fimg&#x26;fur=ip&#x26;sz=s0-l75-ft&#x26;attbid=ANGjdJ8pWJc7oDUGTD4TVcbKKp-jOTsiVafp3LhqTejd90BNM0XIk0G6ENO_MldY1GfLlMifwYKoSqz1poSQo9CJzQNLV0d1BU3d_Rr3zAYBEJemUoA1clNzT9--pRg&#x26;disp=emb&#x26;realattid=ii_lhz0c6n51" alt=""><figcaption></figcaption></figure>

2. Updated Due Dates for the Past Year:

   We recognize the importance of being informed about due dates and ensuring compliance. To assist you in meeting your filing obligations, we have updated the due dates for the past year in the filing tracker. We have also incorporated any changes made by GSTN during this period, ensuring that you have the most up-to-date information at your fingertips.

   **Impact:**

   Increased Compliance Accuracy: With updated dates, you can plan your filing activities more effectively, ensuring that you submit your returns on time and stay compliant with GSTN regulations.

   Reduced Compliance Risks: By incorporating any changes made by GSTN, we help mitigate the risk of missing important deadlines due to outdated information. This ensures that you are always up-to-date with the latest filing requirements.

3. Resolved Issue with Filling Details in GSTIN Verification Reports

   We understand the importance of accurate verification reports in maintaining data integrity. In this release, we have resolved an issue where filling details were not getting populated in the GSTIN verification reports for cases where the month of the last return filing is after the month of cancellation. This issue has been fixed, ensuring that your verification reports are now comprehensive and include all relevant filling details.

   **Impact:**

   Comprehensive Reporting: The resolution of this issue ensures that your GSTIN verification reports provide a complete overview of your filing details, even in scenarios where the last return filing is after the cancellation month. This helps you maintain accurate records and ensures compliance with GSTN requirements.<br>

## Release 13- May, 2023

## **GST**

**Changes in Ingestion**

**Performance optimizations in Data Overview for Purchase**&#x20;

**Improved Performance**

We have addressed the performance issue that caused the page to load slowly. With this                        update, you will experience a faster loading time and improved overall performance of the        Data Overview page.

**Enhanced Filtering**

Data reflection after applying filters has been improved. You can now easily filter the data based on your preferences, and the page will reflect the changes quickly.

**Optimization Results:**\
\
In production for the last 19 months (102021 - 042023) for a GSTIN, below is the size of the documents:-

P90 - 9110

P95 -19694

P99 - 69317

\
**Scenario: 1- GSTIN - 19 Lakh data - 1 lakh data for each return period for 19 months**

Before optimization: It used to fail to load the data for the first time for 19 month return period. (When selecting 19month RP for the first time)

On selecting 19-month RP for the second time, it used to take 25 seconds on average.

After optimization: On average it takes 7-8 seconds\ <br>

**Scenario: 1-PAN, 3 - GSTIN - 57 Lakh data - 1 lakh data for each return period for 19 months         for each GSTIN**

Before optimization: it used to fail to load the data.

After optimization: On average it takes 12-18 seconds

## Release 05-May, 2023

## **GST**

**Changes in GSTR-1**

1. Performance Optimizations:
   1. The GSTR-1 form has been optimized to improve its performance.
   2. This optimization ensures faster page loading times, faster auto computes, and optimized pre-upload validations.
   3. This enhancement makes it easier and quicker for users to access information and prepare their GSTR-1
2. Improved Error Messaging:
   1. Error messages received from GSTN have been improved.
   2. The messages have been edited to be more user-understandable and easier to comprehend.
   3. This enhancement will help users resolve any issues that may arise during the form preparation process quickly and easily.
3. Edit/Delete Signatory:
   1. Users can now edit or delete already added signatories in the filing flow.
   2. Previously, users could only add new signatories and not delete or edit the already existing ones.
   3. This feature upgrade provides users with more flexibility in managing their signatories.<br>

      <figure><img src="https://mail.google.com/mail/u/0?ui=2&#x26;ik=d8a4fc2cce&#x26;attid=0.5&#x26;permmsgid=msg-f:1765950951745216944&#x26;th=1881eb08c18961b0&#x26;view=fimg&#x26;fur=ip&#x26;sz=s0-l75-ft&#x26;attbid=ANGjdJ-w1Tpf2yTAm27Wh3cj5m8w_Zx8DNcm1MVMxt5OR73NJvuFICt2_dDAfX_2vHOCJFoq7qnLQ9U7l0Sp28oPzTYa0UXBvhD8FcfZKHDVpGFiujyykvXomo4jN04&#x26;disp=emb&#x26;realattid=ii_lh65s3ka0" alt=""><figcaption></figcaption></figure>
4. Filing Status on Upload Page
   1. Users can now see the filed status on the "Upload to Govt Portal" page.
   2. Previously, they could only see it on the Filing Page.
   3. This enhancement provides better visibility into filing status and helps users track their returns more efficiently.

<figure><img src="https://mail.google.com/mail/u/0?ui=2&#x26;ik=d8a4fc2cce&#x26;attid=0.4&#x26;permmsgid=msg-f:1765950951745216944&#x26;th=1881eb08c18961b0&#x26;view=fimg&#x26;fur=ip&#x26;sz=s0-l75-ft&#x26;attbid=ANGjdJ9NAL4yXREDihvJVGo4oB71_CnMrYJYv3wVf88BtpMBGErhVsu-8OBJieEBV3xK075xbmn3EgQvFWi7TdasMpZ9nTD3i5KpE9HZFRQFGeFGWrRjkSTe-Oauj9A&#x26;disp=emb&#x26;realattid=ii_lh65s3kg1" alt=""><figcaption></figcaption></figure>

**Changes in GSTR-3B**

1. Challan Dashboard Summary:
   1. Users can now see an aggregated summary in the challan dashboard of GSTR-3B.
   2. Summaries will be updated based on the application of filters.
   3. Users can see # Challans, Total Taxable Values, Total Tax, Late Fees, Others, etc. for the challans listed.

<figure><img src="https://mail.google.com/mail/u/0?ui=2&#x26;ik=d8a4fc2cce&#x26;attid=0.2&#x26;permmsgid=msg-f:1765950951745216944&#x26;th=1881eb08c18961b0&#x26;view=fimg&#x26;fur=ip&#x26;sz=s0-l75-ft&#x26;attbid=ANGjdJ9cZDDpROEhRZhkvb1Vqc4tvcMWy85sgWO-lGpbOChvf_wuRFZGKBmQDOBs7XcHOP-4nER-PMDDc_dXrgxToygdCu74Xrvyw-7S5WauQyX60228V9VXF9Dq3UA&#x26;disp=emb&#x26;realattid=ii_lh65s3kj2" alt=""><figcaption></figcaption></figure>

2. Error Warning on Prepare GSTR-3B:
   1. Users will now get a warning on the Prepare GSTR-3B page if any of their GSTINs under the PAN has an error.
   2. Users will have to fix the errors first before moving to the next step (i.e Review Tax Calculation).<br>

3. Download PDF - Generated Challan:
   1. Users can now download the generated challans in a PDF format from the GSTR-3B challan dashboard flow.
   2. Earlier, users were only able to download the challans in a CSV file.<br>

      <figure><img src="https://mail.google.com/mail/u/0?ui=2&#x26;ik=d8a4fc2cce&#x26;attid=0.1&#x26;permmsgid=msg-f:1765950951745216944&#x26;th=1881eb08c18961b0&#x26;view=fimg&#x26;fur=ip&#x26;sz=s0-l75-ft&#x26;attbid=ANGjdJ9cc38ENv_WLWTGi8QaGVYmOxRr-db6DiSIYjt-0fEV2tC8DyUdmHVPUlvAULmxeS2pJQB_Rzo0h1WfnQlfh_L2tXzlntYjvaAXuU3zcnV64-YpjG5zlwSVoOM&#x26;disp=emb&#x26;realattid=ii_lh65s3kp3" alt=""><figcaption></figcaption></figure>

4. Cash Utilization Banner:

   1. Users will now see a banner in the Tax calculation page in GSTR-3B form whenever there is cash available under different heads of IGST, CGST and SGST but tax due is under different heads for which cash is not available.
   2. The banner will have the following text “To maximize available cash utilization, use PMT-09 on GSTN to move cash under different headings”.

5. Download System Generated GSTR-3B PDF:
   1. Users can now download the system-generated 3B PDF available on GSTN from the GSTR-3B form.
   2. Users will have to provide user ID, password, and captcha to download the PDFs from GSTN.<br>

      <figure><img src="https://mail.google.com/mail/u/0?ui=2&#x26;ik=d8a4fc2cce&#x26;attid=0.3&#x26;permmsgid=msg-f:1765950951745216944&#x26;th=1881eb08c18961b0&#x26;view=fimg&#x26;fur=ip&#x26;sz=s0-l75-ft&#x26;attbid=ANGjdJ_xovvWChaBBsONazSfz8HrKwusGn-HAGPC3rhC8ymHydLjKcp4sc4i6b7yYjiDfTjZcB5MCniN_qj3cQQgvXwq9TAsvKtMHm3GtrOyfzNdSHFPy9JPlrIMD9w&#x26;disp=emb&#x26;realattid=ii_lh65s3ku4" alt=""><figcaption></figcaption></figure>

6. Optimization on Editing the Offset Page:
   1. We have optimized the performance of the user edit feature to ensure faster page loading times.
   2. It will make it easier and quicker for users to access the information.<br>

7. Soft Warning for OTP Activation for Ledger Pull:
   1. Users will now get a soft warning to activate the auth token (OTP) in case it's not active before landing on to the Review Tax Calculation page.
   2. Users can decide to activate the OTPs or can skip and move to the next page.

<figure><img src="https://mail.google.com/mail/u/0?ui=2&#x26;ik=d8a4fc2cce&#x26;attid=0.6&#x26;permmsgid=msg-f:1765950951745216944&#x26;th=1881eb08c18961b0&#x26;view=fimg&#x26;fur=ip&#x26;sz=s0-l75-ft&#x26;attbid=ANGjdJ8YRXC1ITB2IvAXPKJT9lAwk6Qzd-hVJE-78KlMLoSCr4mTreZ3BaMNGSJOWgcxGqelPoYOtqk4M66EScii8BFH8x14WkA1-pCF2xCI4KmKVzSKsLlCcyLgP1U&#x26;disp=emb&#x26;realattid=ii_lh65s3kx5" alt=""><figcaption></figcaption></figure>

8. Row level source for Table 4:
   1. Users can now change sources for each row in Table 4 on the data source page
   2. Previously, users could only choose a source for Table 4 as a whole
   3. This enhancement provides more granular control over data management

<figure><img src="https://mail.google.com/mail/u/0?ui=2&#x26;ik=d8a4fc2cce&#x26;attid=0.7&#x26;permmsgid=msg-f:1765950951745216944&#x26;th=1881eb08c18961b0&#x26;view=fimg&#x26;fur=ip&#x26;sz=s0-l75-ft&#x26;attbid=ANGjdJ8YG3jsZCkWT2jJYG-UNTbNB51cvf-VV0ydXYbMaGOb2c-YkssE5H5jL99vKVn6Ufid-gLAuT0q4kfqy0LjP-45da28XEZ6bbAKA52F_CnI1oZwPcGHP8Ea-9M&#x26;disp=emb&#x26;realattid=ii_lh65s3l26" alt=""><figcaption></figcaption></figure>

9. Data source for 3.2
   1. Users can now decide the source for Table 3.2 in the GSTR - 3B form
   2. Previously, the source for Table 3.2 was always the same as Table 3.1
   3. This enhancement provides more flexibility in managing data

<figure><img src="https://mail.google.com/mail/u/0?ui=2&#x26;ik=d8a4fc2cce&#x26;attid=0.9&#x26;permmsgid=msg-f:1765950951745216944&#x26;th=1881eb08c18961b0&#x26;view=fimg&#x26;fur=ip&#x26;sz=s0-l75-ft&#x26;attbid=ANGjdJ_YPNRlKfs80oiIytwCGG7Z658RFJqJonqTWca8X2mDHyjRbkacltKypgq4wobLJw29lUbDvTyp8DJRiLKyP5_zMyoZZg8bW8yF9BFobEo1vbwAZFfeBrIpilE&#x26;disp=emb&#x26;realattid=ii_lh65s3l67" alt=""><figcaption></figcaption></figure>

10. Filing Status on Upload Page:
    1. Users can now see the filed status on the Upload to GSTN page
    2. Previously, users could only see the upload status on the Upload to GSTN page
    3. This enhancement provides more visibility into the filing process

<figure><img src="https://mail.google.com/mail/u/0?ui=2&#x26;ik=d8a4fc2cce&#x26;attid=0.8&#x26;permmsgid=msg-f:1765950951745216944&#x26;th=1881eb08c18961b0&#x26;view=fimg&#x26;fur=ip&#x26;sz=s0-l75-ft&#x26;attbid=ANGjdJ_B0qiK75tDJlysUjYWZSCaKSLxKnUHGp9xfc_XnXXj6qGuBUFVkMp6AS92P1olr8PPyJigpezx2ikqfWg0N4l3Ndz_DNNXNB26PY_DtIQNIyhCSSIrRaLOHKQ&#x26;disp=emb&#x26;realattid=ii_lh65s3la8" alt=""><figcaption></figcaption></figure>

11. Notification for no fetched challans:
    1. Users will now get a notification in case no challan is fetched from GSTN with a proper reasoning
    2. Previously, users were not getting any information on why there were no challans fetched from GSTN
    3. This enhancement provides more clarity and helps users to understand the reasons behind the missing data.

**Changes in GSTR-6**

1. Improvements in Delete from Clear:
   1. Fixed an issue where users could not delete data from Table 5,8 while using the prepare page feature to delete data from clear.
   2. Users can now clear all data available in the form, providing better data management capabilities.
   3. Resolved an error notification issue that users were getting on clicking for the invoice level drill down of table 5,8, making the process smoother and faster.
2. Filing Status on Upload Page:
   1. Users can now see the filed status on the Upload to GSTN page in case the registration has been filed from clear or outside of clear.
   2. This enhancement provides better visibility into filing status and helps users track their returns more efficiently.

**Changes in ITC - 04**

1. NIL Filing flow
   1. NIL filing is now available in ITC - 04 form as well.
   2. Users will be able to file NIL returns for the GSTINs in ITC - 04.
   3. The flow will be similar to other forms, making it easy and convenient for users to file NIL returns.
2. Filters on Error Correction
   1. Applying filters on the errors correction UI post ingestion in the ITC - 04 form is now available.
   2. Earlier, users would not get any filters option in the error correction UI for ITC - 04 and users would have to work on docs one after the other.
   3. Now, users can apply different filters which are available in the UI, making the process more efficient and organized.
3. Copy and Paste Values while Edit/Creating Challan
   1. Users were not able to copy/paste values while editing or creating a new challan in the flow.
   2. The issue has now been fixed, and users would be able to seamlessly copy/paste values, saving time and effort.
   3. Ingested Data not Visible on UI for Table 5
4. Users were not able to view the data on UI for table 5 even after ingestion was successful.The issue has now been fixed, and data would be visible on UI after ingestion, ensuring transparency and accuracy.
5. Government Template
   1. Users can now use the Government template to ingest data in ITC-04 along with the clear flat template, making the process more convenient and standardized.

**Changes in GSTR-8**

1. Validation during Ingestion
   1. Previously, users were able to import TCS Amendment data without providing the Original Supplier GSTIN and Original Return period Month (MM/YYYY).
   2. This caused the upload to GSTN to fail, resulting in frustration for our users.
   3. We have now added validation during ingestion, requiring users to provide this information at the time of ingestion itself.
2. This will ensure that the TCS Amendment data is accurately uploaded to GSTN, eliminating the need for multiple attempts.

**Changes in Reports**

1. Multi PAN GSTR-3B Filed Reports
   1. Users will now be able to generate GSTR-3B filed reports at a Group level from app.clear (i.e selection of multiple PANs).&#x20;
   2. Users will be able to download the generated report in an excel (Filed Reports, ITC offset, Insights)
   3. Users will be able to access the information of download status on the UI<br>

<figure><img src="https://mail.google.com/mail/u/0?ui=2&#x26;ik=d8a4fc2cce&#x26;attid=0.10&#x26;permmsgid=msg-f:1765950951745216944&#x26;th=1881eb08c18961b0&#x26;view=fimg&#x26;fur=ip&#x26;sz=s0-l75-ft&#x26;attbid=ANGjdJ8484APjd77vFiuYR9eutb61h1SsPvg4gQSFEsj0p4slSQS9d1h_Kcmw0lm62KPahB_6h526J2-eFqDPSH-Qggmmi5RgZeVAYEITY8Q2zfP6xOmr8cxGQFWshI&#x26;disp=emb&#x26;realattid=ii_lh65s3lc9" alt=""><figcaption></figcaption></figure>

2. UIN Number is supported in bulk flow of GSTN verification&#x20;
   1. Users will be able to get information for UIN GSTINs in the bulk flow of GSTN verification report
   2. UIN numbers were only supported in the single GSTN verification flow

**Ingestion**

1. Support for editing tax amounts for Summary Sections in GSTR-1
   1. Users can now edit the tax amounts for all summary sections (B2C, AT, ATA, ATAJ, ATAJA, EXEMP, HSN) in GSTR-1.
   2. This feature has been added in alignment with the government's requirements.
   3. This will provide users with greater flexibility and accuracy in their tax reporting.

**Changes in Recon**

1. GSTR-1 download improvement in GSTR-1 vs Sales recon
   1. Due to an issue in the GSTR-1 vs Recon flow, even when the GSTR-1 data download is complete, the status keeps showing as the download is in progress until the page is refreshed. This gave the impression that the data download is taking time.&#x20;
   2. This issue is fixed. Immediately after the GSTR-1 data download is complete, the status will show as a success.

## Release 02-May, 2023

## **TDS**

**Annexure to Form 16**

Annexure to Form 16 can be generated based on excel based template.

It will help the user to generate Table 2f, 10k, Form 12BA and Annexure to Form 16 to make employees' ITR filing experience easier. Annexure shall support below tables

1. Section 17\_1
2. Section 17\_3
3. Section 10\_13A
4. Income (or admissible loss) from house property
5. Income under the head Other Sources
6. Deductions claimed under Section 80C
7. Details of ESOPs
8. Details of Foreign Tax Credit claimed

**Implementing the PAN counter**

As per the correction return filing flow, a valid PAN can't be updated more than once. Hence implemented the PAN counter based on the "PAN Counter" fag in the conso file and the update will be blocked at ingestion. Here alternative is to nullify the deduction with a relevant lower deduction reason.

**Optimisation**

Optimisation of deduction data export and IT Portal automation.&#x20;

FVU generation error screen to show FVU error file & Txt file together, Deduction file and Salary details file separately to resolve memory outage issue.&#x20;

New Carousel to support User guides in CFC-TDS

**Fix**

Implementation of ingestion validation error when all challans values are having Rs.0 values. Wrong value under 'Interest rate' issue in UI for interest report. The issue in triggering short deduction with LDC having sections 194Ja and 194Jb - not computing the right results . In the case of non-individual PANs, the PAN-Aadhaar link status is used to show 'No', fixed to show 'Not applicable’. 'Last Employee/Party PAN Ref. No.’ was picking the value tagged to deductee details instead of the conso value.

## Release 24-April, 2023

## e-Invoicing India

#### Auto download of EWBs from NIC

Users can now set up auto download of EWBs from NIC in the eInvoicing

* Until now, users could only download EWB from NIC for previous dates manually from Clear eInvoicing. But now they can set up auto download that will download EWBs from NIC daily for the configured GSTINs
* This will be enabled for the users using a retool. A ticket needs to be raised with the support team who will enable it for the account
* After the enablement, user can go to EWB settings and configure the auto download
* User needs to provide few inputs basis which autodownload will be configured
  * Business - PAN/GSTIN for which it is to be enabled
  * Type - EWB by me, EWB for my GSTIN, EWB assigned as transporter
* User will be able to view download history if the download was successful or not. In case of failure it can be triggered manually as well( we have configured retries on our end in case of a failure)

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FANjkqMEvxjoQ2tJv6nkV%2Fimage.png?alt=media&amp;token=48dd340d-2460-4605-84ff-59eb4c106a62" alt=""><figcaption></figcaption></figure>

## Release R7b,12-April,2023

### Max ITC

#### Linking documents with different GST types in recon

Did you record your transaction as part of IGST but your vendor used CGST and SGST while filing (or vice versa)? Your MaxITC recon engine can now link such documents automatically

#### Timeout on Delegator API

Did ingestion ever take infinitely long and you weren’t able to re-trigger the reconciliation on Max ITC? Your Max ITC tool now has a global time-out that lets you or your ERP to re-trigger in case of unforeseen delays and errors

#### Multivoucher enablement for all clients

Did you ever need voucher-level details in your ERPs, and needed every additional voucher number to be stored along with recon results? Your MaxITC tool can now store the voucher numbers of all vouchers that were ever part of an invoice and link, and gives it back along with reconciliation and payment block results

#### Import many-many links into ERP while downloading the recon result&#x20;

* You can now extract many-many links created manually into your ERP, and store the comprehensive list of PRs that got matched.
* You can now manually link more than 1 document on both PR and government side, and extract the resulting payment actions into your ERPs
* This is available for all existing ERP clients who use SAP. For non-SAP users, this will be available on request.

![](https://lh4.googleusercontent.com/nozmEsuIbNKrl9-1BjRN4xUzaxiKK3EqK9g8ep9xj5mcCi6MjmHjmsYtLr_QLQSjz_6GhhPNsHw_Ps4xawpI8OihrgzVd8B0OdvN37mSHmhOEq1gyQHndrrt5mIrKNoSvCgNWMdZiGHO-c5TJrhdzwU)![](https://lh3.googleusercontent.com/B_fK-0OMu251gZyE8fvnyLbmaxs2W7MEbYTtiHmlo4dlG1YLg5U9GdqxGmjC6D1FVlnwHVpRPEcrrwIEAeGeb_bbBwdQqFSdYSh8S7CRPrEHiyBtBp2fVL8zIgOn2b5lkq1aQRsN0YNUHagsVExK-Bg)![](https://lh3.googleusercontent.com/NzTWyeHY-mveRgGCo3znjP2LLvFYoHryEDLL1xb2NOHD6syHG4FA25hKUKEodEvxSC8wYaYgerCTnKfJCvbfF29k2vq2v2S-JRgpdPo5bIfg4d7MkiI6rTkciInAjS3NBEuewLIpQmeN7P-X2krHaOo)

#### Send "Gstin Token inactive" error in trigger api if expiry duration < 1 hr&#x20;

Did you ever run a recon from your ERP but the GSTIN token became inactive while the recon was running, and you got to know about it only after the recon ran? Your Max ITC tool can now notice GSTINs that are about to expire in the next 1 hour, and notify you within your ERP

#### Table 4 Improvements

![](https://lh6.googleusercontent.com/ZbmCZ28p1JuVkJdR2ZMW6tK9pb4okjipqjqUpHoeuKZYp5D3V82nYtuHhCxij9L3R8JbBupAD2OsePkwl1FYoAkc92YT5Sti3SFFc6xUVR6tDv8DMomZB1OJSOP8jByhHlQqPprTtLpyx2_CaEw0rCc)

**Last generated report**

Did you ever try to download your Table 4 report but found Max ITC re-generating the numbers freshly? Were you made to wait even though you had already looked at the numbers few hours ago? You can now see the last generated Table 4 report and download it instantly.

**Failure or incomplete Table 4 generation**

Did you ever download Table 4 report, but analyzed the numbers only to find that a missing value made it inconsistent? You can now pro-actively see that Max ITC could not find some original values. You will also get a message to download older GSTR 2B, so that the correct values can be computed

**Long generation times for Table 4**

Did you ever find the Table 4 report to take a long time to generate and you don’t know how much longer to wait? You can now see the progress of the table 4 generation on the screen

**New Table 4 format**

![](https://lh6.googleusercontent.com/Vi83q8MpvFbk8S72-ES_G6l_33UozjPjF4PYjDg6tzUhF02nHDid2fF78HROw3KoBV91b-6yYKo4UJbngC6FEr_rASY30Pv5lhMjYuz6o3KsR19Je8FSOFWD1TJrPFCMDxOgsUG0qbKOGEJ1YO3avAs)

**View source columns for each row**

Did you ever download table 4 from Max ITC but wondered how to validate the numbers? You can now get the source details for each row in the generated report. And easily validate the numbers.

![](https://lh5.googleusercontent.com/8wl6dCmoHuAuYM762pHcmRI0k6Cvya8wt6oLof9SaqwnsvEh6lKQnRwYHu99LqBkezJ-c78a4wMaB2R1U28pnLKlzn3lB4hNG-ojxb7cT2RSJLu5rXu1ZwvW9ndFU2MCQbRqlBO4EDFXMcmx2Mwbpjw)

**Additional of all source documents in the download**

Did you ever wonder how to get all the source documents used to prepare your table 4? Your Max ITC tool now shows all the source documents within the downloaded file. You can find details related to:

* Import of goods
* Import of services
* Inward supplies liable to reverse charge from registered and unregistered suppliers.
* Inward supplies from ISD

[Sample Table 4 Download](https://docs.google.com/spreadsheets/d/11kTipHN87YycODqpeR0PWgZZ5WUoGd7jOGGe4fsQRrY/edit?usp=sharing)

**Addition of ISD values in Table 4A(4)**&#x20;

Did you ever wonder why the Table 4A(4) values weren’t displayed in the report? You can now see this value populated from you GSTR 2B summary

**PAN-level GSTR 3B**

Did you ever wonder why the table 4 values are shown only in GSTIN-level when you land there through the GSTR 3B filing flow? You can now see the PAN-level summary.&#x20;

## Release R7b,12-April,2023

## GST

We are excited to announce the latest updates and improvements to G3B's Table 4, aimed at enhancing user experience, reducing waiting time, and increasing transparency.

The following changes have been made:

**Enhance the user experience and reduction in waiting time for Table 4 generation:** We have addressed the issue of long waiting times during Table 4 computation even when there are no changes made by the user in PR or Recon actions. The following changes have been made: On the first time landing of the user on Table 4 for the particular return period, we will compute Table 4 for all the selected GSTINs. If the user lands again on Table 4 for the return period for which Table 4 has already been generated, we will only show the latest generated report with the timestamp. The computation will not start automatically. The Regenerate button is available for users who want to compute Table 4 again.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FV64yxwUFYW6oiuEALng5%2Fimage.png?alt=media&amp;token=c5d5baf7-f655-41dd-86fa-4dee911fd49a" alt=""><figcaption></figcaption></figure>

**Progress Visibility :** We added a new feature that shows the progress of Table 4 generation at both GSTIN and PAN level. This will provide users with visibility of which GSTIN Table 4 is generated.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FWp7Zf40BjykxdcsO77Dt%2Fimage.png?alt=media&amp;token=cf6a84e0-c019-43ae-8789-e9a7a87d0463" alt=""><figcaption></figcaption></figure>

**Expand/Collapse sub-sections of Table 4 of G3B** : You can now expand and collapse sub-sections in Table 4 to see the drill-down of different sections. This makes it easier for users to see the drill-down of different sections without being overwhelmed by too much information.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F7LJFZqJADSmq7MlKscOc%2Fimage.png?alt=media&amp;token=bcfc5753-8b43-41e6-bb74-d72634796838" alt=""><figcaption></figcaption></figure>

**PAN Level Computation**: We've added the functionality to show Pan level Table 4 computation in addition to the GSTIN level in the G3B flow. This will enable the user to download Table 4 of G3B at a PAN level consisting of PAN level summary as well as GSTIN level summary along with all the documents, improving their overall experience and making it easier to manage their ITC and reversal.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fjx80Kpt9e9noRwjaSxnf%2Fimage.png?alt=media&amp;token=820b5b36-37ca-4e26-9a6f-b0099e01f731" alt=""><figcaption></figcaption></figure>

**Auto Population of Table 4A(4)- ITC from ISD**: Table 4A(4) for ISD documents will now be auto-populated basis of GSTR-2B, saving you time and effort.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FaQPYhkqXJnjrSrHh9kIJ%2Fimage.png?alt=media&amp;token=b486a700-d6b9-47c7-a2cd-df42f904813f" alt=""><figcaption></figcaption></figure>

**Drill-down of Sub-sections in G3B form** : We've improved the visibility of subsections in different sections of Table 4 by showing the drill-down at a row level in G3B form along with giving user an option to the sub row only so that there overall calculation doesn't gets changed.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FmfPnUNhTXa9H6dUQ0gvT%2Fimage.png?alt=media&amp;token=1a7822ab-b8b7-47de-969b-d3e308f13db8" alt=""><figcaption></figcaption></figure>

**Ingestion of Table 4 G3B Excel back into the system by updating at the subsection level :** You can now update particular subsections at both PAN and GSTIN levels in the Pan Level/GSTIN level Table 4 G3B and ingest the back into the G3B. This makes it easier for you to keep track of changes at the sub-section level as well as update the same for all the GSTINs in one go. For eg: User can now add ITC reversal as per Rule43 for all the GSTIN in the Tabe 4 Excel report for all GSTIN and ingest the file back into the system, without changing any auto-prepared table4

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FahmYerdjVDCtLKovlCY6%2Fimage.png?alt=media&amp;token=fb682bd8-ec30-4d26-a5f8-dcec46e518f0" alt=""><figcaption></figcaption></figure>

**Showing source at row level** : We have improved the transparency of Table 4 by using the source at a row level. Different rows/sections of Table 4 are auto-filled based on different sources, for example, the import of goods is auto-filled using the books, 4A(5) all other ITCs using the 2B vs PR. With this new feature, users will be able to view the source for each row, increasing transparency and understanding.<br>

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FEQNSsJUKHSTOJjD9iP7D%2Fimage.png?alt=media&amp;token=a19b729c-f6d2-4a82-aa32-af85f835aa79" alt=""><figcaption></figcaption></figure>

**Document Level Tracking for Subsections** : In the "Document-level Table 4 Excel" report, we have added a new column that allows you to track sub-sections at the document level. For example, you can now easily identify the amount coming in Table 4A(5) for Deferred ITC by looking at the "Deferred ITC" column.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fkx0yrChzzL2Foo1BpFdI%2Fimage.png?alt=media&amp;token=75e48f0f-e99c-4310-9e3b-dca7f7cbf0b2" alt=""><figcaption></figcaption></figure>

**Inclusion of All Documents in Table 4 Excel report** : Irrespective of the source, all documents that form part of Table 4 will now be included in the Excel report. This includes documents coming directly from the Purchase register, such as Import of Services, RCM invoices, etc., as well as documents coming from 2B, such as ISD, and documents that form part of reconciliation.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FTMXH54SWLV7QoG8ZAfwu%2Fimage.png?alt=media&amp;token=13cd513f-acd4-4925-82b6-75637cc19cd5" alt=""><figcaption></figcaption></figure>

To understand Table 4 automation in detail. Please refer to the [attached](https://www.youtube.com/watch?v=ggT5UFGpJmQ) Video.

## Release R7, 05-April, 2023

## e-Invoicing India

### E-way bill LITE report in archives section

E-way bill report at invoice level can now be downloaded from the archives section.&#x20;

* This is accessible from the archives page on the UI in eInvoicing product
* User needs to select the date range, business, and "EWB Lite" as report type and click on download report

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fzvk45eFN0uPS4VSgyScO%2FScreenshot%202023-04-25%20at%202.22.53%20PM.png?alt=media&amp;token=ae5ba7e9-99fd-48ee-8289-65c8bfe1b097" alt=""><figcaption></figcaption></figure>

### Product nudges to push user to add ClearIRP API creds

To facilitate the migration of eInvoicing customers to ClearIRP from NIC, product nudges have been added to the UI tool to push users to add ClearIRP API creds

* Migration of users to ClearIRP will be done in phased manner. We will start with users using UI tool and have only eInvoicing usage and not e-way bill. These users will be whitelisted for migration
* Users will be shown pop up modal listing the benefits of migrating to ClearIRP. There is a redirection to the page where they can add ClearIRP API creds.
* These pop up modal will be shown at regular frequency until ClearIRP API creds are added for all eInvoicing GSTIN

## ClearIRP

### Redirecting unregistered user in login flow to registration page

Unregistered users if they attempt to login will get an error - "GSTIN is not registered on ClearIRP. Please register the GSTIN first." and will be redirected to registeration page. User will need to register their GSTIN first on the ClearIRP

## **GST**

## **GSTR-1**

**Simplified Nil Filing and Improved Compliance Accuracy.**

1. GSTINs with Nil filings are now easily identifiable on the Filling page by having the “Nil” tag in front of the GSTINs
2. To ensure improved compliance accuracy, we have added a prompt message if there is no data in G1 and you haven't selected the Nil filling option. The message will prompt you to check if it's a Nil filling from the upload to GSTN page itself in G1.

**Document series summary source will change to Manually edited if the user delete the summary**

Earlier, if the user has selected the Auto-Compute Basis Documents option and then deleted the document series summary, the system would automatically prepare the document series summary again based on the documents present.\
With this update, we have fixed this issue and the system will no longer prepare the document series summary. Instead, the source will be changed to "Manually edited," and the data will be blank

**Performance Improvements**

We understand the importance of speed when it comes to preparing the GSTR-1 form. Therefore, we have optimized the performance of the form to ensure faster page loading times, making it easier and quicker for you to access the information and prepare your G1.<br>

## **GSTR-3B**

### **User Interface Improvements and Error Handling Enhancements.**

1. Error messages will now be displayed at the correct cell rather than being shown table-wise, ensuring easier identification and resolution of errors.
2. Showing values till 2 digit decimal places in total rows to improve accuracy and granularity in reporting.
3. Improved scroll bar handling in Table 3.2, resulting in a smoother and more user-friendly experience.
4. Showing the correct messaging in case the download data of GSTN doesn't happen like G1 not filed etc, ensuring greater transparency and better user experience.
5. Removed OTC mode in challan creation which was failing due to limit issues, to ensure smooth operation of the product.
6. Proper placeholder for entering the OTP while filling G1 for different screen resolutions.&#x20;

### **Improvements to G3B Page Performance and Stability**&#x20;

1. **Faster Performance:** The G3B page now loads more quickly and computes values based on different sources more efficiently, reducing wait times and improving the user experience.
2. **Improved Stability:** Editing and saving data in G3B has been optimized to reduce the time it takes to run validation, resulting in a smoother workflow and a more reliable experience.
3. **Enhanced Challan Fetching:** To improve accuracy and consistency in reporting, only relevant challans specific to the selected return period will now be displayed, based on the chain created in the RP post 3B return period selection.<br>

### **Enhancements for Improved Compliance and Accuracy**

1. **Optimized G3B Logic for Offset**\
   We have optimized the G3B logic for offset to resolve errors encountered while offsetting with ClearTax logic in some cases. With the new optimized logic, users can offset with ease and without encountering any errors.
2. **Consideration of Amendment Impact on Taxable Value in Table 3.1(d):** In Table 3.1(d), we now consider the amendment impact on the taxable value instead of showing it without any consideration. This will ensure that the computation is accurate and in line with the latest amendments.
3. **Disable Upload to GSTN After Offset using Cleargst**\
   After offsetting the G3B using ClearTax, users are not allowed to upload the data again to GSTN, this will avoid the unnecessary errors in upload to GSTN
4. **Prepare G3B considering the impact of manually edited values in G1**\
   In G3B, we have added the functionality to autofill based on the SR. However, earlier, we did not consider manually edited summaries by the user in the G1 flow. Now, the same is considered, and the values are shown as per the prepared G1 in G3B, ensuring more accuracy in reporting.

### **Simplified Nil Filing and Improved Compliance Accuracy.**

1. GSTINs with Nil filings are now easily identifiable on the Filling page by having the “Nil” tag in front of the GSTINs
2. To ensure improved compliance accuracy, we have added a validation check to ensure that the data entered by the user for a particular GSTIN matches with the nil filing status marked by the user. This will help in avoiding any discrepancies between the data filed and the nil filing status marked by the user, ensuring more accuracy in compliance.

### **Comparison of Auto-Computed G3B by GSTN with G3B Prepared by Users**

1. We have added the functionality to compare the auto-computed G3B generated by GSTN with the G3B prepared by users in G3B flow.
2. This will help users identify any major differences between the two and avoid incorrect filling. This feature will increase the accuracy of G3B filing and help users ensure compliance with GST regulations.

## ITC-04

### Alignment and Validation Improvements

1. Alignment Issue for Showing Number - We have  addressed the alignment issue that was causing numbers to display improperly. Now, all numbers will be aligned correctly, making it easier to read and understand the data.
2. Validations Error Overlapping - We have resolved the validation errors that were overlapping, causing confusion for users. With this update, all validation errors will display clearly and separately, making it easier to identify and address any issues.

## GSTR-6

### Simplified Nil Filing and Improved Compliance Accuracy.

1. GSTINs with Nil filings are now easily identifiable on the Filling page by having the “Nil” tag in front of the GSTINs
2. To ensure improved compliance accuracy, we have added a validation check to ensure that the data entered by the user for a particular GSTIN matches with the nil filing status marked by the user. This will help in avoiding any discrepancies between the data filed and the nil filing status marked by the user, ensuring more accuracy in compliance.

### User Interface Improvements and Error Handling Enhancements.

1. GSTIN level access: We have resolved an issue where G6 was failing when GSTIN level access was enabled, ensuring a smoother experience for our users.
2. Turnover validation: To improve data accuracy, we have added a new validation feature that requires users to input a valid number for Turnover details. If the user does not provide this information, an error message will be displayed prompting them to enter a valid number.
3. Challan creation: To make the process of creating challans more efficient, we have greyed out irrelevant fields, improving visibility and making it easier for users to focus on the necessary information.
4. Data synchronization: To ensure data consistency, we have added a new feature that highlights any differences between the data uploaded to GSTN and the data on our application. This feature will help users quickly identify and correct any inconsistencies in their data.

## Reconciliation&#x20;

### Improvements in E-invoice (GSTR-1 draft) vs Sales recon

1. Canceled Invoices & Invoices that are skipped for filing (as part of GSTR-1 filing flow) will be excluded for recon
2. For Export invoices, if there are differences in shipping details (Shipping bill number, Shipping bill date, Shipping bill port code) , those will be highlighted under mismatch in recon results.&#x20;
   * Example: Export invoices in the sales register have shipping bill details whereas those are not available in the E-invoices (GSTR-1 draft). In such cases, the export documents will be highlighted as mismatches in the recon results.

### Issue Fixes & Improvements in Sales and Purchase recon

1. When taking recon actions (such as ‘Claim ITC’ on 2B vs PR, ‘Mark as Uploaded’ on GSTR-1 vs SR) on multiple documents (usually when applying comma separated invoice numbers in the filter), the status of action results weren’t getting updated until the page was refreshed. This issue is fixed.
2. At times, even when Sales register or Purchase register data is available for the duration selected for recon - in the run recon flow steps it used to show “PR data was not available” & the count of docs will be shown as zero. This issue is fixed.&#x20;
3. When user has access to only a few GSTINs under a PAN, she will be allowed to only select the applicable GSTINs & not the complete PAN for recon run

## **Ingestion**

### **Improvement and Fixes in Custom headers, Purchase template**

1. **Custom fields at GSTIN level during custom template creation:**\
   In response to user feedback, we have made a correction to the custom template creation process. Custom fields will now be created at the PAN level instead of the GSTIN level, which ensures smooth downloading of the excel file from the Data Overview page without any "Download file gives forbidden" error
2. **Fixed Duplicate Column Headers**\
   We have resolved the issue of duplicate column headers appearing in the purchase section of the Data Overview page and in the downloaded purchase file. Users will now experience a seamless and error-free data overview download process.
3. **Support for GST Rate Column in Purchase Template**\
   To provide more flexibility and customization in purchase transactions, we have added support for the GST Rate column in the Purchase template. This allows users to specify the tax rate instead of only giving the tax rates for different Tax Type separately
4. **Handling of Null Headers in Custom Template Creation**\
   In response to user feedback, we have improved our custom template creation process. Previously, null headers would result in errors. Now, our system gracefully handles null headers, ensuring a seamless experience.&#x20;

### Several enhancements related to compliance with GST regulations

1. **Handling of Transactions where MY GSTIN is SEZ and Transaction Type is B2C**\
   Previously, when MY GSTIN is SEZ and it is a B2C (Business-to-Consumer) unregistered transaction with the same place of supply as my GSTIN and the amount is more than Rs. 2,50,000, it was going to B2CS (Business-to-Consumer Small) instead of B2CL (Business-to-Consumer Large). With this update, the handling of such transactions has been corrected, and they will now be categorized as B2CL, ensuring compliance with GST regulations.
2. **Handling of Transactions where MY GSTIN is SEZ and Data is at Summary Level**\
   For all Summaries (B2CS, B2CSA, AT, ATA, ATADJ, ATADJA), we have added SEZ validation in the rule template. This means that when MY GSTIN is SEZ, the transactions will be marked as inter-state supply transactions, ensuring accurate compliance with GST regulations.
3. **Future Date Restriction for Bill of Entry Documents in Purchase:**\
   To comply with GST regulations, we have implemented a restriction on accepting future dates in the Bill of Entry date for purchases. This ensures that only valid dates can be entered, preventing any compliance issues related to incorrect dates.

## Reports

### Fixes and Improvement in Reports

1. **Fix for Verification Report Messaging:**\
   Previously, if there was any failure in the Verification Report, the messaging in the Reports tab was not clear, and users had to move to the History tab to see what went wrong and then "Try Again" from there. This issue has been fixed, and now users can "Try Again" directly from the Reports tab itself and will also be able to see the number of failed GSTINs, providing improved visibility and ease of retrying failed verifications.
2. **Fix for Ledger Report Processing State:**\
   In cases where a Ledger Report was partially generated and the user attempted to retry, the screen would be stuck in a processing state. This issue has been fixed, and now when the user retries for a partially generated report, the report will reach the end state and the user will be able to access the final report seamlessly.
3. **Fix for LP2 Reports Search Bar**\
   On LP2 Reports, the search bar for Latest downloads was not showing any business when clicked. This issue has been fixed, and now users can select the business from the search bar to filter already generated reports, improving ease of use and report filtering capabilities.
4. **State Code Differentiation**\
   Government has recently started differentiating State Codes "96" for Foreign Country and "97" for Other Territory. Earlier, these codes were considered synonyms, causing issues when downloading G1 Draft data or G1 data in G1 VS Sales Register for E-invoice data with POS as 96 Foreign Country, which was getting downloaded as 97 Other Territory on the government portal, leading to upload issues to GSTN. This issue has been fixed, and now users will see these two state codes individually, aligning with GSTN requirements.
5. **One-Click OTP Activation Improvements**\
   Several improvements have been made to the One-Click OTP Activation flow, including the addition of a checkbox for selective bulk flow, error message handling on the UI in case of failures, sorting of all businesses by connection status, addition of a communication banner for user guidance, availability of the feature only for GST Ultimate users, prompting users to add missing user credentials for GSTINs before triggering OTPs, and displaying the correct OTP active date, which was previously showing the current date instead of the last date for which it will be active.
6. **Fix for Amendment Docs Treatment in Comparison Report**\
   Currently, in the G1 vs 3B report, the case where the amended document has a different GSTIN than the original document GSTIN is not handled, resulting in users seeing incorrect values. This issue has been fixed, and now users will see the correct and expected values in this report, ensuring accurate comparison and reconciliation of amended documents.

## ClearInvoicing

**Vendor Settings Error Fix**\
We have fixed the error occurring in the Vendor Settings Page in the Clear Invoicing flow. Users will no longer encounter the "Something went wrong while getting the signature, please try again" error when selecting settings in the Vendor flow.

## **TDS**

1. **Warning for LDC present not tagged to deductions:** Warnings (non-FVU generation blocker), to highlight LDC(s) present in repository, but not tagged to deductions have been added.<br>
2. **Access control at Salary and Non-Salary Forms:** We have introduced new user access controls to restrict / provide the access to Salary (Form24Q) forms and Non-salary (Form26Q, 27Q & 27EQ) Forms.<br>
3. **Form 24Q4, correction return filing flow:** Form 24Q Q4 correction return filing for FY 2018-19 and onwards has been added.<br>
4. **Minor fixes and improvements**
   1. Fixes - Showing the correct error message in case of failure to place the TRACES requests.
   2. Improvements - Filing status dashboard to capture all TRACES filing status, Handling wrong OTP use case in FVU upload via IT portal, Handling ‘Request number disabled in TRACES’ scenario and other minor bug fixes & improvements.

### User Management & Licensing \[FEATURE]&#x20;

Provide workspace suggestions at time of onboarding&#x20;

* Suggest existing workspaces for users to join at time of account setup on app.clear
* When an user is creating an account, workspace suggestions based on user email domain will be shown to nudge them to join existing workspaces&#x20;
* When an user is invited, workspace will be shown at time of invite acceptance flow for the user to join&#x20;

Note: Workspace suggestions based on user email domain will not work for domains such as gmail.com, yahoo.com etc..,

### API Token Management console \[ FEATURE ]

API client management console is being delivered as a self service tool for enterprises to manage their API clients.&#x20;

* Capabilities being delivered as part of this release include the ability to generate, manage, and delete API clients
* Console is accessible to workspace admins only and is available via Global settings&#x20;
* Console can be used to set expiry for generated keys, set reminders on expiring keys etc..,&#x20;

### &#x20;Commonly used services \[ENHANCEMENT]

As part of this release, below mentioned changes are being released to improve the performance of core services that help us run Clear Financial Cloud ( CFC ):

* New plan tiers have been created for Clear Identity and GST&#x20;
* Metering has been put in place for GST and Clear Identity for the newly created plan tiers&#x20;
* Pay load changes to support new TDS report in PDF generator&#x20;

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F4F7CdkeTG7rNn703kzKv%2Fclear-divider-horizontal-line.png?alt=media&amp;token=159c2a56-2f30-43a4-b56c-9868994fd92a" alt=""><figcaption></figcaption></figure>

## Release R6, 23-Mar, 2023

### E-Invoice India

**Updating the analytics event flowing to Metabase to identify calls to ClearIRP and NIC**

The events sent to Metabase had to be correctly updated for calls sent to ClearIRP. Few of the authentication and IRN generation calls were getting marked as NIC when the calls were sent to ClearIRP. The changes have been made to correctly update the source of these calls

### GST

**GSTR-2B vs 3B vs Books, GSTR-2A Vs 3B vs Books is now Fully Compliant with Latest GSTN Changes!**

In addition, we have also updated the comparison in respect of the ITC reclaimed related to previous month which form part of 4D(2) as well as 4A(5) by excluding the same while comparing with G2B\
GSTN recently made changes to the reporting of ITC in GSTR-3B, and we have responded to these changes by updating our reports. Specifically, GSTN started reporting credit notes under 4A(5) as a net figure, which previously used to come under 4B(2). To reflect this change, we have made corresponding updates to our reports so that you can accurately compare GSTR-3B, 2B, and Books.

.

**Filed G3B is now fully compliant with the latest changes by GSTN**

The Government vide Notification No. 14/2022 – Central Tax dated 05th July, 2022 has notified few changes in Table 4 of Form GSTR-3B for enabling taxpayers to report correct information regarding ITC availed, ITC reversal and ineligible ITC in Table 4 of GSTR-3B.

Corresponding changes are done in the Filed G3B report to get the same values under respective sections with what is filed.

.

**Experience Enhanced Visibility by getting the original details for every amendments in Table 4 detailed report**

As part of our ongoing efforts to enhance our Table 4 automation, we have started showing the Original details for any amendments in G2B, enabling you to easily check for the differential impact at a document level.

The Original details will include the Taxable value, Total tax, IGST, CGST, SGST, CESS, Original document number, Original document date, and Original GSTIN. These details will be automatically captured by the system, ensuring that you have access to accurate and up-to-date information.

**Comparison of Prepared G3B with GSTN Autocomputed G3B**

As part of our ongoing commitment to helping you streamline your tax filing process, we have introduced a comparison feature that allows you to compare the G3B return prepared by our system with the GSTN autocomputed G3B return. This will help you quickly identify any major discrepancies and ensure that your returns are accurate and compliant.

Our comparison feature will enable you to view and analyze differences in key fields such as Taxable value, Total tax, IGST, CGST, SGST, and CESS. You can then take action to address any discrepancies and ensure that your returns are filed correctly and on time.

We believe that this new feature will greatly enhance your tax compliance efforts and provide you with peace of mind knowing that your returns are accurate and compliant

### TDS

**Treasury challan filing**

Enable TDS returns with Treasury challan for Government deductors, cental and state government.

**FVU upload via Income Tax Portal**

Now users are able to upload their original and correction FVU files via Income Tax Portal using Adhaar OTP. This is in addition to the existing FVU submission via TIN FC.

**Direct import of LDCs**

Users are able to seamlessly import of LDCs directly from TRACES from the Repository section.

**Misc features**

Verification of all challans details available in IT portal (paid via ITD and NSDL portal)

Adding tolerance in Short deduction to avoid immaterial potential default flagging.

**Bugs and improvements**

Fix - ITD portal intermittent login failure, conso file parsing related to section 194J for period FY 17-18 to FY 19-20, refresh status not fetching the 206AB status, issue in contact master while showing ‘missing PANs’ in certificate emailing and other fixes in ingestion, UI, govt portal automation.

Improvements - Updated the Justification report utility link, fine-tuned process of fetching large files from the TRACES portal.

### Max ITC

#### \[Improvement] Addition of the original value columns in recon

Today to derive the values in Table 4 we need to consider the differential impact in the case of the amendments but when it comes to reconciliation, in the case of the amendments we only show the amended value so the user doesn't understand how the values are getting populated in Table 4, for this it becomes important to show the corresponding Original value (IGST, CGST, SGST, Cess, Taxable Value, Total Tax) in case of the amendments.

#### \[Improvement] Import many-many links into ERP

* You can now extract many-many links created manually into your ERP, and store the comprehensive list of PRs that got matched.
* You can now manually link more than 1 document on both PR and government side, and extract the resulting payment actions into your ERPs

#### **\[ENHANCEMENT] Maintain up-to-date Licensing information across systems ( Onboarding to product usage )**

As part of this release, we are implementing the standard framework for licensing the following products:

* TDS - CA/SME&#x20;
* Top-up flow for GSTIN verification&#x20;
  * Credits can be added from SalesForce based on customer request&#x20;
* Licensing & metering support for Clear Identity&#x20;

#### \[ENHANCEMENT] Commonly used services

As part of this release, below mentioned changes are being released to improve the performance of core services that help us run Clear Financial Cloud ( CFC ):

* Address field overlap and GST payload issues in print template for E-Invoicing & E-Way Bill
* Reduce significant drop-off faced while sending emails using Campaign management tool ( Dakiya ) at scale ( \~600K emails )

#### **\[Enhancement]** Document **Ingestion**&#x20;

As part of this release, we are fixing the following issues faced by our enterprise clients while using our ingestion engine:&#x20;

* Default time  to show returns period data has been set for 3 months and in case there is no data, 6 month filter will be auto populated&#x20;
* Couple of changes added in custom template definition including null headers, update of rule template ID

Few technical changes have been introduced to improve the performance of the overall ingestion process.&#x20;

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F4F7CdkeTG7rNn703kzKv%2Fclear-divider-horizontal-line.png?alt=media&amp;token=159c2a56-2f30-43a4-b56c-9868994fd92a" alt=""><figcaption></figcaption></figure>

## Release R5, 06-Mar, 2023

## Release R6, 21-Mar, 2023

#### **\[ENHANCEMENT] Maintain up-to-date Licensing information across systems ( Onboarding to product usage )**

As part of this release, we are implementing the standard framework for licensing the following products:

* TDS - CA/SME&#x20;
* Top-up flow for GSTIN verification&#x20;
  * Credits can be added from SalesForce based on customer request&#x20;
* Licensing & metering support for Clear Identity&#x20;

#### \[ENHANCEMENT] Commonly used services

As part of this release, below mentioned changes are being released to improve the performance of core services that help us run Clear Financial Cloud ( CFC ):

* Address field overlap and GST payload issues in print template for E-Invoicing & E-Way Bill
* Reduce significant drop-off faced while sending emails using Campaign management tool ( Dakiya ) at scale ( \~600K emails )

#### **\[Enhancement]** Document **Ingestion**&#x20;

As part of this release, we are fixing the following issues faced by our enterprise clients while using our ingestion engine:&#x20;

* Default time  to show returns period data has been set for 3 months and in case there is no data, 6 month filter will be auto populated&#x20;
* Couple of changes added in custom template definition including null headers, update of rule template ID

Few technical changes have been introduced to improve the performance of the overall ingestion process.&#x20;

## Release R5, 06-Mar, 2023

### Invoice Discounting

#### \[Feature] Flat Discounting Rate&#x20;

Anchor Companies can opt for Flat Discounting Rate Option for their vendors along with Fixed interest rate and Variable Interest Rate. This third option is not dependant on Number of days and fixed in nature. Suppliers will simply request for early payment on such rate, and everything else remains the same.

* Flat Rate Pricing Option at Supplier Maintenance Page for Anchors to opt for.
* Suppliers will not be able to modify the interest rate
* The discounting %age will be same as Flat Rate %age

#### \[Feature] Minimum Discount Threshold

Anchors can set a minimum threshold value on Discount Amount per invoice at vendor level. During vendor submission, if discount amount is less than the threshold amount, system increases the discount amount to the threshold amount passing the benefit to the anchor and giving an option of submission at increase rate to the suppliers.

### E-invoicing&#x20;

#### EWB Lite Report

* EWB Lite report is a report at an invoice level having necessary information at the invoice level. Line item details are omitted. This will impact VLC with large Eway bill volumes
* The same will be available for download under More Actions -> Download -> Lite Report (CSV)

#### DSC Configuration

* Users are not able to add digital signature certificates in the sandbox environment. Customer demo/testing is blocked due to this. The fix has been made for the issue.

#### Other Changes

**Disabling sales sync for B2C invoices:**

Only B2B documents will flow from e-Invoicing to GST for filing and B2C documents will be omitted from the data flow. The performance of the sales sync service will be better with only B2B invoices flowing into the GST database. Users can calculate the summary of B2C invoices and add that GSTR-1 summary with better accuracy

**Cancel IRN and Get IRN call to NIC/ClearIRP**

In the case of IRN with EWB generation, the generation call is sent to NIC. But in case of cancellation, the EWB cancel request was sent to NIC, however, IRN cancels request was sent to IRP and was getting failed. This is fixed and now for IRN with EWB cancellation calls is also sent to NIC

**Adding Branch in business settings \[Bug]**

The addition of branches from business settings was not working and getting failed. Also, an error message was not displayed. The issue has been resolved

### Document **Ingestion  \[Enhancement]**

As part of this release, we are fixing the following issues faced by our enterprise clients while using our ingestion engine:&#x20;

* Custom fields will be available after downloading documents ( For filtering a field in Excel as an example )&#x20;
* Custom fields will be available on the Data overview page without repetition&#x20;
* Errors will be shown at the document level and line item level separately  This will help enterprise users to identify the source of issues easily&#x20;
* Ingested sales data will flow seamlessly to other Clear Financial Cloud products. For example, data ingested for e-invoicing can now be used for filing/reconciliation whilst using Clear GST&#x20;

Few technical changes have been introduced to improve the performance of the overall ingestion process.&#x20;

### &#x20;Commonly used services  **\[ENHANCEMENT]**&#x20;

As part of this release, below mentioned changes are being released to improve the performance of core services that help us run Clear Financial Cloud ( CFC ):&#x20;

* Store configurations for Print template service per enterprise security guidelines ( Encrypted at rest )&#x20;
* Build a scalable deployment pipeline following enterprise standard practices for User service&#x20;
* Optimise the performance of the Digital signature certificate & add logs to track usage&#x20;

### **GST**

#### **A.** Prepare and File GSTR-6 Form **\[Feature - available in sandbox]**

* User will be able to Import PR and ISD documents at a PAN level using one single flat file. It will reduce efforts of maintaining multiple sheets and increase efficiency&#x20;
* User will be to Prepare GSTR-6 Form at a PAN level and Generate ISD documents (Invoice and CNs) in a few simple clicks using turnover information&#x20;
* User will be able to Upload data on GSTN or Reset data on GSTN at a PAN level&#x20;
* User will be to calculate the available ITC for distribution and Eligible/In-eligible ITC distributed for Table 4&#x20;
* There is an option to auto-calculate the Cross ITC details for the reconciliation table and save them to GSTN&#x20;
* User will be able to File GSTR-6 via EVC/DSC in two simple clicks

#### **B.** One-click OTP Activation

* Do you spend a lot of time every month activating your GSTINs one-by-one and entering OTPs? If you are a GST ultimate user, then you can now use a single-click to activate all you GSTINs
* Set up an auto-forwarding rule in your registered email box, and then activate OTPs with one-click. In 10 mins, you can open the account to find all your OTPs activated (please contact your CSM for a one-time setup)

#### **C.** 2B vs PR reconciliation banner in GSTR-3B \[Enhancement]

* Users will be nudged to run a 2B vs PR reconciliation in the GSTR-3B filing flow basis the source selected at the start of the GSTR-3B filing

### Max ITC

#### One-click OTP Activation

* Do you spend a lot of time every month activating your GSTINs one-by-one and entering OTPs? You can now use a single-click to activate all your GSTINs
* Set up an auto-forwarding rule in your registered email box, and then activate OTPs with one-click. In 10 mins, you can open Max ITC to find all your OTPs activated

#### Enhanced Data Overview&#x20;

* Do you need to check the ingested data and the associated summaries? You can now take a “quick glance” without excessive load time
* Do you need to take a quick look at the summary of your ingested data, but are hassled due to the huge load time? You can now look at the summary with our revamped “Data Overview” page

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F4F7CdkeTG7rNn703kzKv%2Fclear-divider-horizontal-line.png?alt=media&amp;token=159c2a56-2f30-43a4-b56c-9868994fd92a" alt=""><figcaption></figcaption></figure>

## Release R4, 22-Feb, 2023

### **GST**

#### **A. Credit notes in GSTR-3B will now be accounted in table 4(A) instead of table 4(B)**

The Government vide Notification No. 14/2022 – Central Tax dated 05th July 2022 has notified few changes in Table 4 of Form GSTR-3B for enabling taxpayers to report correct information regarding ITC availed, ITC reversal, and ineligible ITC in Table 4 of GSTR-3B.

According to the changes, the net ITC is to be reported in Table 4(A), and ITC reversal, if any, is to be reported in Table 4(B) of GSTR-3B.

Accordingly, the logic for auto-population of Table 4 of GSTR-3B basis 2B v/s PR reconciliation is updated.

**B. Negative value credit notes are now allowed in table 4 of GSTR-3B**

The impact of credit notes & their amendments will now be auto-populated in Table 4(A) instead of Table 4(B) of GSTR-3B. In case the value of credit notes becomes higher than the sum of invoices and debit notes put together, then the net ITC would become negative and the taxpayers will be allowed to report negative values in Table-4A.

Also, taxpayers can now enter negative values in Table 4D(2) of GSTR-3B.

### User Management & Licensing

**\[FEATURE] Add guest user in user invite flow - Provide time-bound temporary access to users**

* Workspace admins at clients can add guest users to their subscribed CFC products
* Access will remain live for a user-defined time period and then be revoked automatically -&#x20;
* This will reduce the need to monitor access provided for short-term use cases e.g, Clear’s support/integration agents

**\[FEATURE] Search for users on the user access tab of Global settings**&#x20;

* Any authorized user ( for example Workspace Admins ) will be able to search for all users from the user access page
* Search will return all matching users at organization level once the workspace admin enters text and clicks on the search button
* Reduces need to search each page on the user access tab by clicking on the Next button ( useful especially when there are more than 20+ users at organization level )&#x20;

**\[ENHANCEMENT] Maintain up-to-date Licensing information across systems ( Onboarding to product usage )**

As part of this release, we are implementing the standard framework for licensing the following products:

* Notice management&#x20;
* Clear Identity

### Notice Management

**\[FEATURE] UAM for v1 of Notice management**

* The addition of users with multiple roles will be possible
* Roles across Admins (Workspace, PAN, GSTIN), user, and view only user will be available and accessible across the product will be restricted based on user roles&#x20;
* This will enhance the product usage security to ensure relevant users only have access to relevant sections of the product

**\[FEATURE] Plan licenses for v1 of Notice management**

* Different plans for Notice management has been launched - Advantage, Premium, and Ultimate
* Feature access available across the product basis plan selected has been activated.

##


# Release Notes - E-Invoicing Global

This page has details of new feature releases, enhancements made to existing features, and bug fixes.

Features with the tag EA are available selectively to certain customers. All other features are available to all customers who have purchased the relevant Clear products.

EA products/features are made available to customers on an invite basis only. Customers can expect some bit of instability and bugs in the product since these will be early versions of the product/features. If you would like to get early access to these, please write to your account manager.

## Oct 2026 | Making E-Invoicing Painless Across the Middle East

E-invoicing in the Middle East now takes less effort at every step. Oman businesses can run B2B, B2C and self-billed invoicing end-to-end on one platform, through the portal, API, SFTP or their ERP. They can also onboard POS devices without a developer.

Day-to-day work gets lighter too. UAE businesses get automated status notifications instead of checking the API again and again. Teams in both the UAE and Oman can download audit-ready document sets and see the buyer and seller on every invoice at a glance.

#### Key Highlight of This Release

1. Download a complete, audit-ready copy of every invoice you send or receive, and hand it straight to the tax authority if you're audited. ***MEA** UAE & OMAN*
2. See the seller and buyer tax identifiers and tax reporting status of every invoice in one list. Buyers can also search by the date an invoice arrived, so backdated supplier invoices never slip through. ***MEA** UAE & OMAN*
3. B2C invoicing and self-billing are now available in Oman. Create B2C invoices or raise invoices on behalf of your suppliers, and ClearTax handles the rest: validation, submission, status tracking and reporting to the tax authority. ***MEA** OMAN*
4. Connect SAP or any major ERP once through the One Integration connector. Invoices flow out and their statuses flow back automatically. ***MEA** OMAN*
5. Registered under a Group VAT? You can now onboard to ClearTax and submit invoices for your member VATINs under one Group VATIN. ***MEA** OMAN*
6. Customers outside Malaysia can now request an e-invoice using their own country and phone number. ***SEA** MALAYSIA*

### SEA

1. **\[Enhancement] Country Selection for Non-Malaysian Buyers on B2C Portal**

**Available in:** Malaysia\
**What's New:**\
\
Buyers asking for an e-invoice through the B2C invoice link can now pick their own country when they choose "Not Applicable" as their state. Before this, the country was fixed to Malaysia and the phone number had to be Malaysian.\
\
**Details:**

* A country field appears only when State is set to "Not Applicable". Otherwise it stays set to Malaysia.
* The phone number follows the selected country.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FjaX8YQn0BV2YIkZSSOPN%2Fimage%20(65).png?alt=media&amp;token=d136f9db-510b-46a0-817b-8dc5a35fbd94" alt=""><figcaption></figcaption></figure>

### MEA

**New Features**

**1. UAE & Oman: Download XMLs - Invoice, MLS & TDD**

**Available in:** UAE, Oman

**What's New:**

Customers can now download sent and received invoices, MLS, and TDD records, including MLS received for TDD, in XML format with SBDH headers. This feature is currently available via API, with UI support coming soon.

**Details:**

* Four document types are now available for download, each including its SBDH envelope:
  * Invoice - the invoice sent (Sales, Self-Billed outbound) or received (Purchase, Self-Billed inbound)
  * Invoice MLS - the acknowledgement sent or received against the invoice
  * TDD - the Tax Data Document submitted to the tax authority
  * TDD MLS - the acknowledgement received from the tax authority against the TDD
* Where multiple submission attempts were made, the latest version of each document is returned.
* Files are available for invoices that have reached 'Delivered to Exchange Network' status or beyond.

**2. UAE & Oman: Get Document Numbers API - Received Date Filter, Wider Date Range & Richer Response**

**Available in:** UAE, Oman

**What's New:**

The Get Document Numbers API has been updated to allow tracking and identification of invoices easier and more efficient

**Details:**

* Filter by received date: A new Filter Type parameter allows querying by Received Date in addition to Issue Date. This means backdated invoices sent by a counterparty are picked up when they arrive, rather than being missed because their issue date falls outside the query window. Applies to Purchase and Self-Billed inbound invoices.
* Wider query window: The maximum date range has been increased from 3 days to 7 days, supported for both issue date and received date filters - making it easier to run a broader sweep and confirm no invoices were missed.
* Richer response: The list response now includes Seller Tax Identifier, Buyer Tax Identifier, and Government Reporting Status - so counterparty and reporting details are available directly in the list call, without a follow-up request per document.

**3. UAE: Webhook Notifications (Phase 1)**

**Available in:** UAE

**What's New:**

Webhook notifications have been introduced for invoice statuses, eliminating the need to poll the Get Status API to capture status updates.

**Details:**

* Notifications are sent in real time as invoices move through their lifecycle on the Peppol network.
* Each notification carries the document identifier, document number, current status, and event timestamp.
* Failed deliveries are retried automatically with backoff before the endpoint is flagged.
* Webhook endpoints can be registered through the platform - contact your account team to enable this for your account.

**4. Oman: B2C E-Invoicing via Portal & Ingestion**

**Available in:** Oman

**What's New:**

B2C invoice can now be directly submitted and reported to OTA using the ClearTax portal

**Details:**

* B2C invoices can be uploaded via the standard ingestion template or created directly in the portal.
* Full lifecycle support - submission to the OTA, status tracking, and government acknowledgement.
* B2C documents appear in the Sales Documents list view alongside B2B invoices, with the same filtering, reporting, and download capabilities.

**5. Oman: B2C Device Onboarding via the Portal**

**Available in:** Oman

**What's New:**

POS devices can now be onboarded directly through the ClearTax portal, with a guided interface covering registration and activation.

**Details:**

* Guided onboarding flow for registering and activating POS devices, with device status visible in the portal.
* Removes the need for developer involvement when onboarding or re-onboarding individual devices.
* SDK and API onboarding paths remain available for businesses that prefer programmatic device management at scale.

**6. Oman: Self-Billing E-Invoicing**

**Available in:** Oman

**What's New:**

ClearTax now supports fully compliant self-billed e-invoicing for Oman. If your business issues invoices on behalf of suppliers, you can now use ClearTax to validate, exchange and report self-billed invoices.

**Details:**

* Self-billed invoices can be submitted via the dedicated self-billing ingestion template or API.
* PINT-OM self-billing validation rules are applied before submission, ensuring compliance with OTA requirements.
* Full status tracking, PDF generation, XML download, and report exports are available.
* Self-billing is also supported through the One Integration connector for ERP-based workflows.

**7. Oman: One Integration Connector**

**Available in:** Oman

**What's New:**

Businesses running SAP and other major ERP systems can now connect to ClearTax Oman through the One Integration connector, enabling automated end-to-end e-invoicing without custom development.

**Details:**

* Supports outbound (sales) and inbound (purchase) document flows end-to-end.
* Self-billing documents are also supported through the connector.
* Status updates from the Fawtara network are synced back into the ERP, removing manual reconciliation.

**8. UAE & Oman: SFTP-Based Invoice Ingestion (B2B)**

**Available in:** UAE, Oman

**What's New:**

Businesses can now submit B2B invoice data via SFTP, alongside the existing Excel upload and API options.

**Details:**

* Files placed on the configured SFTP endpoint are automatically ingested, validated, submitted to the exchange network, and reported to the relevant tax authorities
* All reported TDDs are saved as .xml files within the SFTP folder
* Both Document and Government Reporting Status updates can also be tracked using status files pushed to the SFTP folder

**9. Oman: SFTP-Based B2C Reporting**

**Available in:** Oman

**What's New:**

B2C invoice data can now be submitted for reporting in Oman via SFTP using the JSON file generated by the ClearTax SDK.

**Details:**

* B2C invoice data in JSON format can be placed on the configured SFTP endpoint for automatic pickup and reporting.
* TDDs reported to OTA are saved as .xml files and statuses can be tracked as well using the status files pushed to the SFTP folder

**10. Oman: Multi-Level Business Hierarchy Support**

**Available in:** Oman

**What's New:**

Group VATINs are now supported in the product, allowing Group VAT entities to onboard and use the product.

**Details:**

* Group VATIN can be added in the business hierarchy
* API headers now accept Group VATIN for multi-VATIN ingestion

**Enhancements**

**11. Oman: Platform Updated to PINT-OM v1.0.1**

**Available in:** Oman

**What's New:**

The Oman platform has been updated to the PINT-OM v1.0.1 specification published by the Oman Tax Authority.

**Details:**

* Invoice generation, validation, and submission flows are aligned with PINT-OM v1.0.1.

**12. Oman: SDK Updated to Latest Specifications & Documentation Published**

**Available in:** Oman

**What's New:**

The Oman B2C SDK has been updated to the latest PINT-OM specifications, and full SDK documentation is now published.

**Details:**

* SDK updated to align with the latest PINT-OM specification changes.
* Documentation covers setup, command reference, JSON schema, online and offline submission flows, and error handling.
* Contact your account team for SDK access and documentation.

**13. KSA: Offline Invoices Now Auto-Recover During ZATCA Peak Load**

**Available in:** KSA

**What's New:**

Offline invoices affected by temporary ZATCA rate limits no longer fail - they stay in Pending and are automatically retried, moving to Reported within 1–2 hours with no manual action needed.

**Details:**

* Rate-limited invoices are now retried automatically on an hourly schedule.
* No customer or support action required.

**Bug Fixes**

**14. UAE: Foreign Currency Invoices with AED Tax No Longer Rejected**

**Available in:** UAE

**What's New:**

A bug has been fixed where invoices billed in a foreign currency with tax accounted in AED were being rejected at validation, blocking legitimate export and cross-border invoices from being submitted.

**Details:**

* Invoices in a non-AED currency with AED tax accounting now correctly include the required AED total values and pass validation.

**15. UAE: 'My TIN' Field Now Available on the Document Edit Screen**

**Available in:** UAE

**What's New:**

A bug has been fixed where validation flagged My TIN as a mandatory field, but no corresponding field was available on the document Edit screen - leaving users unable to correct the error and complete submission.

**Details:**

* The My TIN field is now rendered on the document Edit screen, allowing users to enter or correct the value and clear the validation error.

**16. UAE: Buyer-Side Document View Now Matches Seller-Side View**

**Available in:** UAE

**What's New:**

A bug has been fixed where the Purchase (buyer) document view was not displaying several fields consistently with the Sales (seller) view for the same invoice, causing confusion during reconciliation between trading partners.

**Details:**

* Affected fields now display identically on both the buyer and seller sides for the same document.
* No re-ingestion required - the fix applies to newly viewed documents.

**17. UAE & Oman: Undocumented Field Removed from Send API Response**

**Available in:** UAE, Oman

**What's New:**

An undocumented Status field had been unintentionally introduced into the Send API response, which could break integrations using strict response schema validation. The field has been removed, restoring the documented response structure.

**Details:**

* The Send API response now matches the published API contract.
* Document status continues to be available through the Get Status API as documented.
* No action required for integrations already following the documented contract.

## Sept 2026 | France E-Invoicing is Live, ClearTax's Global Network Keeps Growing

Following a successful pilot, ClearTax is now live in production in France as an official PA. Full coverage is available, B2B e-invoicing, B2C and international B2B e-reporting, payment reporting, and government reporting, all in one platform.

ClearTax supports end-to-end lifecycle actions for both buyer and seller workflows, ensuring seamless compliance at every step. And ease of doing business is not an afterthought, AP inbox routing, Detailed and Lite report downloads, PDF generation, access controls, and a full business hierarchy (SIREN > SIRET > Routing Code) are all available from day one.

#### Key Highlight of This Release

1. **France E-Invoicing is fully Live from 1 September 2026:** ClearTax is now live for France's mandate, covering B2B e-invoicing over Peppol, e-reporting for B2C and international transactions, across UI, API, and SFTP.  *EU FRANCE*
2. **B2C SDK and APIs Now Available in Oman:** Oman mandates B2C e-invoicing. The government doesn't provide a B2C SDK. We do. The B2C SDK enables POS systems to generate, validate, and sign compliant e-invoices locally – including offline. Direct B2C APIs are also available for customers who prefer full API control across online submission, offline batching, and POS device activation. *MEA OMAN*
3. **Secure invoice management and complete automation via SFTP** for all types of documents including Self-Billing *MEA UAE*
4. **UAE: Manage and operate e-Invoicing for a conglomerate or an SME with ease using our multi-level business hierarchy.** Businesses with a combination of complex entity structures - operating across multiple Tax Registration Numbers (TRN), Tax Ide ntification Numbers (TIN), or branches - can now model and manage their full hierarchy within the ClearTax UAE platform. *MEA UAE*
5. **KSA: Improved success rate despite government system down times and rate limiting:** Enhanced auto-retry mechanism that retries invoices and improves success rate despite ZATCA downtime and rate limits with no manual action from taxpayer. *MEA KSA*
6. **Parity between API and Manual upload:** \[Bug fix]The “Billing Reference Number” is no longer only available for just manual excel/csv upload but also in ClearTax’s unified API suite. This brings the API submission flow to full parity with Excel upload. *SEA MALAYSIA*

### EU

**\[Country Launch] France e-Invoicing goes live**

From **1 September 2026**, you can use ClearTax to stay compliant with France’s e-invoicing and e-reporting mandate. With ClearTax, you can now:

* **Send & Receive domestic B2B e-Invoices over Peppol**
  * Exchange sales and purchase e-invoices with your French buyers and suppliers through the Peppol network.

![Fig 1: Sales Documents - E-invoicing Tab](https://codahosted.io/docs/W0-TmLvbP-/blobs/bl-Alm6vvfuIk/8f244d98ebc7cf2fa270862d4abe9a35dc550ea870aa3b1364da86cc71617ddb75b7eed54ac94b2d37df0dca6574653ab3c2c37ddfe1d0bce2b843629dd548285de5acb06dfbf85987d20576ab2d06cd0c25f5e63735006f791e2183853ab06df9bf6289)

![Fig 2: Purchase Documents - E-invoicing Tab](https://codahosted.io/docs/W0-TmLvbP-/blobs/bl-PXI68RwHRX/49e8c1fa9b0f39b3e3e2ac669c833f937a81e5320d5380d4c542acc8426bd5e3063a746e452fad677eef8c6cc594ff88e2a0672ebfebeb50d456e084440f142c162905ce114c97f7b5fbf7dc101fcecf75b1f28fe776310ff97939d44636a6697d4107d7)

![Fig 3: Sales Documents - Self Billed Tab](https://codahosted.io/docs/W0-TmLvbP-/blobs/bl-VNOhxEo1Gw/62eb1fe1d732d8882af4202baea69cc565bc008e529230c8afff98a22dcccb3296f687a021f9c216ad161d8dddfd4d0db5040c44e8b02e6094496e199c3831e90d26b80c0c51593a5af972d9ffe745a0cc75322a00842bb24cd23a0706c02b1c5aa8b20b)

![Fig 4: Purchase Documents - Self Billed Tab](https://codahosted.io/docs/W0-TmLvbP-/blobs/bl-sCqYae651B/c2943969db4560670fde9ae86ff0e2f422c0d09c147436e3548a583923b04a0a2f4b7630f474db84caaec72c73347b77859c6f143e749f24da45f592236a18e277a719ab110de419df4ecf2bfaaabadf59d5d3a826d1dbb883b1227226fed9c23277f8de)

**Invoice Lifecycle & Actions**

* **Track its lifecycle and take action when it matters**
  * Every e-invoice tells you two things at a glance: where it is with your counterparty in its lifecycle, and whether it has been reported to the tax authority. No more chasing your customer to ask whether they received something, or hoping a reporting went through.
  * Whether you're sending or receiving, you can take action at every point in the e-invoice lifecycle:
    * **As a seller**, submit invoices, resolve disputes, respond to suspensions, and confirm payment collection.

![Fig 5: Sales Dashboard: Actions Dropdown, Open](https://codahosted.io/docs/W0-TmLvbP-/blobs/bl-bOBANk6fil/cd013d14eb64064eba373ec752fe17af2a3e31d024c7b5b2f3c1277543ef22852552ea63b3d942feec7f981e62675ea4b886836dfff1dd56606ad8cb9d88d00543c83dd3dae0a962c5188d73f5bc4a9a05a89b23e1a0b8dfe3556f3ac4bb6ca685b033a6)

![Fig 6: Seller Actions: Confirm Payment Modal](https://codahosted.io/docs/W0-TmLvbP-/blobs/bl-lEOqq90Q1h/40aca3ae7e8aa08c40b16896b7354b9b0adc6565f7c7406733ccfc5a370c85a472f87f3e0f9f6dbae9c268c5412464b6f94db97270ea851e61fee92b74fc7720ed3093d70117352bef9592eaa0f5fa5bae5e59cda323fa9c8beb417983eefc5e6413600b)

* **As a buyer**, review invoices, dispute or refuse them when needed, and provide clear feedback to your supplier.

![Fig 7: Purchase Dashboard: Actions Dropdown, Open](https://codahosted.io/docs/W0-TmLvbP-/blobs/bl-Wv7cThk10m/5dd9957619a381f067139249b00953f6fb529611861b330536302b638e42cbb6f9449c0827bb0f165661c868898536882af5cc7b997837abd936d735cdc123017d3b92e0be92f3dbbf338eb7e8765258d52dc242934d33b9fc4a10a23d2ec3a5ddd300ef)

<img src="https://codahosted.io/docs/W0-TmLvbP-/blobs/bl-_WpFQRvSc1/67ff22fce33fa835daf983be838395567507cb05a76509b587a2ff8467811277636b41e0fdedcf1b658d520bda12e6517530f82c6cb3c647f0fcddfaf08cb9b4bbc780ad5c870ca654f849b886862fc377e22303a118084869b754ee8f5dc4a6ee4dbbe7" alt="Fig 8: Buyer Actions: Refuse modal" height="395" width="700">

**Government Reporting**

* **Your reporting happens automatically via ClearTax**
  * We report to the tax authority automatically. You never trigger a submission. If a filing fails, we fix it and retry. If we can't, our team will reach out to you.

![Fig 9: Govt. Reporting Status Column, On Hover](https://codahosted.io/docs/W0-TmLvbP-/blobs/bl-CBweRYnXce/4d87b4f3f1b7d69d9672a398081d8ae822118bd9c5a844d2e306aa0a359ee859bc01d775c0ab3187ab8333a7b87614a8cc2ac14119f3861d5996785bc599d8635fd24957bee8f222337e3bcaa67d704cc7bc5792b3bc2cf8b6ac7e1edd261119efd9e749)

**e-Reporting (B2B International and B2C Transactions)**

* **Send your B2Bi and B2C transaction data to ClearTax, and we take care of the submission deadlines**
  * No need to track submission frequencies or government deadlines. ClearTax automatically applies the right cadence for your entity based on your VAT regime and reports it to the government.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FAhCXMfCCmNUARwakndLw%2Fimage.png?alt=media&amp;token=fad20212-15ff-4a70-89b5-a1f5fdfc6779" alt=""><figcaption><p>Fig 10: e-reporting for B2B international - sales (exports)</p></figcaption></figure>

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FJ1Ergnr8PofvddxynsNE%2Fimage.png?alt=media&amp;token=c07e7a4f-f4c2-47e2-b181-e0cb25055255" alt=""><figcaption><p>Fig 11: Payment Reporting for B2B international - sales (exports)</p></figcaption></figure>

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FoQGU4YXHxico53G0IsDb%2Fimage.png?alt=media&amp;token=af13c427-21bc-475b-922c-5a59514ef819" alt=""><figcaption><p>Fig 12: e-reporting for B2C Sales (Original Document Status)</p></figcaption></figure>

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FwVWFsCceL6vRetEtxJIs%2Fimage.png?alt=media&amp;token=82019c18-8929-4ce4-b984-efc8d90d3187" alt=""><figcaption><p>Fig 13: e-reporting for B2C Sales (Consolidated Document Reporting Status)</p></figcaption></figure>

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FGiLjotCuqhi2lRidDZXR%2Fimage.png?alt=media&amp;token=475408c8-3a2d-400a-9bf6-a2cfafeb23e9" alt=""><figcaption><p>Fig 14: e-reporting for B2B international - purchases (imports)</p></figcaption></figure>

**Real-time Lifecycle Event Web-hooks**

* **Get updates in real time, without polling**
  * No need to keep checking our APIs for status changes. ClearTax automatically pushes updates to you as they happen - from government reporting outcomes to responses and actions from your suppliers and buyers.

### SEA

**1. \[Enhancement] Performance: Faster Invoice Amount Filtering**

**Available in: Malaysia**

**What's New:**

Performance improvements for the Invoice Amount filter, specifically optimizing searches for values above or below 10k (Invoice Amount > / < 10k).

**Details:**

* Optimized filter processing speed to allow faster querying of high- and low-value invoices.
* Significantly improves dashboard responsiveness and search efficiency when handling large invoice volumes.

**2. \[Enhancement] Billing Reference Number Added to API**\
\
**Available in: Malaysia**\
\
**What's New:**&#x20;

The Billing Reference Number field was previously only available when uploading invoices through Excel. It has now been added to the API submission flow, giving customers submitting via API the same functionality as those using Excel upload.\
\
**Details:**\
• The API payload now accepts a Billing Reference Number field.\
• No action required to adopt – simply include the field in future API submissions if needed.

### MEA

**1. \[New Feature] UAE: Secure invoice management and complete automation via SFTP**

**Available in: UAE**

**What's New:**

Businesses can now integrate with ClearTax for UAE e-invoicing via SFTP, in addition to the existing excel upload and APIs for end to end automation. This enables your ERP systems and middleware tools to drop invoice files directly to a secure SFTP endpoint, removing the need for manual uploads or custom API integrations.

**Details:**

* You can upload the invoice data from your ERP to a configured SFTP folder and we will automatically ingest, validate, submit to the Peppol network and report to the FTA.
* Upload and transmit all invoice types mandated in the UAE - standard B2B, credit notes, debit notes, and self-billing invoices.
* Configure your SFTP credentials and folder path with the help of your account manager.

**2. \[New Feature] Manage and operate e-Invoicing for a conglomerate or an SME with ease using the multi-level business hierarchy (TRN → TIN → Branch)**

**Available in: UAE**

**What's New:**

Businesses with complex entity structures - operating across multiple Tax Registration Numbers (TRN), Tax Identification Numbers (TIN), or branches - can now model and manage their full hierarchy within the ClearTax UAE platform.

**Details:**

* The platform now supports a **3-level hierarchy**: TRN (Tax Registration Number) → TIN (Tax Identification Number) → Branch.

![](https://codahosted.io/docs/W0-TmLvbP-/blobs/bl-aK8hDev-wg/93e2bfb6059ee0c310374f91ad674cefe467668fef2a9a3e544e0e9a2b1f84541b986ccf022dc4b21e94890fea133599ccc491228d716062f0414585a6c88025cdc8a74bb11e39e3bc04f93b283110246432b8c6378f6a56ada357e5ed6039f88573bd74)

​

* Each TIN can independently submit and receive invoices, with documents attributed to the correct entity in the system.
* You can add details for your TRN, TIN and Branch through the Business Settings page for easy identification.
* Now you can also operate e-Invoicing using corporate tax registrations that are not VAT registered
* A new 'My TIN' field has been introduced in the Sales and Self-Billing data upload templates, enabling unique TIN-level identification on outbound invoices. The update templates are available for download from within the upload flow.

![](https://codahosted.io/docs/W0-TmLvbP-/blobs/bl-b8L4t0GOiG/e1bd241608399bbdcbea84430c13bc0eb8f80b7e492eccaa65c4e63e6c17d7322e5b24289042902d8d7d1aaf9269f8f6565a0a1268b1642fb85e9441a4a15f33dfeedec7ded55af1145f60f197af3ccd8d8a51a7113748dfff2c10949612d55145066007)

​

* TRN, TIN, and Branch have all become conditional mandatory headers in all the APIs allowing you to use any one of these three nodes to use the APIs.
* You can get an overview of your entire business or look at data for a certain branch in the analytics dashboard and document list views desired hierarchy level for each entity.

**3. \[New Feature] UAE: Self-Billing E-Invoicing Now Supported**

**Available in: UAE**

**What's New:**

Customers operating self-billing arrangements - where the buyer issues the invoice on behalf of the supplier - can now generate and submit compliant self-billed e-invoices through ClearTax.

**Details:**

* Self-billed invoices can be created via Excel upload or API, using the dedicated self-billing ingestion template.
* The platform applies UAE-specific schematron validation for self-billing invoices, ensuring compliance with FTA requirements before submission.
* Self-billed documents are submitted via the Peppol network and delivered to the seller.

**4. \[New Feature] Seamlessly generate e-Invoices at PoS counters without requiring any internet using the new ClearTax B2C SDK**

**Available in: Oman**

**What's New:**

The ClearTax Oman B2C SDK is now available, enabling Point-of-Sale (POS) systems and retail businesses to generate and sign B2C e-invoices directly from their devices where internet connectivity is intermittent.

**What can you do with the SDK?**

* Onboard your POS device to ClearTax using your VAT number and an activation code - device registration and key management are handled automatically by the SDK.
* Generate compliant PINT-OM B2C e-invoice XML files from a simple JSON input, with all required fields and UUIDs computed automatically.
* Validate invoices locally before submission to catch schema, UUID, and bitmap errors before they reach the government endpoint.
* Sign invoices locally using the device's registered cryptographic key, ensuring document integrity without requiring a round-trip to the server for every transaction.
* The SDK is available as a Java JAR (java -jar sdk.jar) downloadable from ClearTax’s API documentation.

**5. \[New Feature] Oman: B2C APIs - Online Submission, Offline Submission & POS Device Activation**

**Available in: Oman**

**What's New:**

For customers who prefer direct API integration over the SDK - ClearTax now exposes the underlying B2C APIs directly. This gives you full control over how you onboard devices, submit real-time invoices, and handle offline scenarios, without needing to embed the ClearTax SDK.

**Details:**

* Online B2C API: Submit signed B2C invoices in real-time to the Fawtara network with immediate acknowledgement and status response.
* Offline B2C API: Submit queued B2C invoices in batches once connectivity is restored, utilising the XMLs generated by the SDK.
* POS Activation APIs: Programmatically onboard and activate POS devices on ClearTax - issuing device credentials via API for the SDK's built-in onboarding flow.
* All B2C APIs conform to the PINT-OM v1.0.1 specification and are compatible with both the SDK-integrated and direct-integration paths.
* API documentation and sample cURL requests are available - contact your account team for access.

**6. \[Enhancement] UAE: Platform Updated to Latest UAE E-Invoicing Specifications (PINT-AE v1.0.5)**

**Available in: UAE**

**What's New:**

The UAE e-invoicing platform has been updated to the latest PINT-AE v1.0.5 specification released by the UAE Federal Tax Authority. Keeping the platform aligned with the FTA's latest schema ensures invoices continue to pass government-level validation without interruption - outdated schema versions result in submission rejections.

**Details:**

* All invoice generation, validation, and submission flows are now aligned with PINT-AE Billing and Self Billing v1.0.5.
* Ingestion templates and API contracts have been updated to reflect any field changes introduced in this version.

**7. \[Enhancement] Oman: Platform Updated to Latest Oman E-Invoicing Specifications (PINT-OM v1.0.1)**

**Available in: Oman**

**What's New:**

The Oman e-invoicing platform has been updated to PINT-OM v1.0.1, aligning with the latest specifications published by the Oman Tax Authority (OTA). This update ensures ClearTax remains compliant with the current Fawtara network requirements ahead of the Oman pilot go-live.

**Details:**

* PINT-OM Billing (v1.0.1), Self-Billing, and TDD specifications are all updated to the latest prod release.
* All updates from v1.0.1 are incorporated into the ingestion templates, validations, and API contracts.

**8. \[Enhancement] KSA: Improved success rate despite government system down times and rate limiting**

**Available in: KSA**

**What's New:**

Enhanced auto-retry mechanism that retries invoices and improves success rate despite ZATCA downtime and rate limits with no manual action from taxpayer.

**Details:**

* Rate-limited invoices are now retried automatically on an hourly schedule.
* No action required by you or the support team.

## August 2026 | Oman E-Invoicing is ready on ClearTax

ClearTax's Oman e-Invoicing solution is mandate-ready, enabling businesses to seamlessly send, receive, and manage e-Invoices under Oman's Fawtara framework. Organizations can onboard by selecting ClearTax as their Accredited Service Provider (ASP), exchange invoices over the Peppol network, and monitor compliance through built-in analytics and reporting. With support for API and Excel-based invoice submission, XML/PDF downloads, and the latest PINT-OM specifications, businesses can confidently prepare for the upcoming mandate.

#### Key Highlight of This Release

1. **Oman E-Invoicing: Mandate Ready, End-to-End** ClearTax's Oman e-Invoicing solution enables businesses to seamlessly onboard, exchange compliant e-Invoices over the Peppol network, and stay compliant with the latest PINT-OM specifications. *MEA*
2. **Latest PINT-AE Compliance for UAE:** Support for the latest PINT-AE schema ensures all e-Invoice submissions remain fully compliant with the latest UAE regulatory requirements. *MEA*
3. **Global Workspace Access:** Seamlessly switch across regions and workspaces with a single login, enabling centralized management without multiple URLs or separate credentials. *Global*
4. **Faster Invoice Search Performance:** Optimized invoice amount filtering for Malaysia enables quicker searches and improved responsiveness, even with large invoice volumes. *SEA*
5. **Enhanced Invoice Validation for Poland:** Detailed XSLT validation errors are now surfaced in the portal and API responses, enabling faster issue resolution before submission to KSeF and reducing invoice generation failures. *EU*

### MEA

**1. \[Country Launch] Oman: Fawtara E-Invoicing Mandate**

While Oman authorities gear up for the e-Invoicing pilot, ClearTax is now ready for the mandate.

**What can you do?**

* **Onboard on ClearTax for Oman e-Invoicing**
  * **Users can now log in to the Fawtara portal and select ClearTax as your Accredited Service Provider (ASP).**
  * **Following the above step you can proceed to create a workspace on the ClearTax SaaS platform using the VATIN details.**
* **Send and Receive e-Invoices with Counterparties**
  * Submit outbound invoices to buyers via the Peppol network using Excel upload or API integration.
  * Receive and view inbound invoices from suppliers directly in the portal.

<img src="https://codahosted.io/docs/W0-TmLvbP-/blobs/bl-MgzHUkSD_U/e3f707273db85362a782959275deb902b906633c9e3fa1eaa68a9777716535f98d7284b709d4d62da44d607f62ba1269e073ae16675dc2721a26f55f248fe90b7678e4d198933cd2696c65ce602b5a7e01e876675f1d1d56f5907a0763878bc368ea30f3" alt="" height="362" width="639">

* **Analytics Dashboard, Lite & Detailed Report Downloads**
  * Track invoice success rates, status breakdowns, and tax liability across all your business entities on a single dashboard.
  * Download Lite reports (invoice level) for reconciliation and Detailed reports (line-item level) for audits and verification.

<img src="https://codahosted.io/docs/W0-TmLvbP-/blobs/bl-D23839lhZp/b506dd93e3ce30b52d858cedd54a003a3aaad9112a2278a92fa2a3d112be9f0b8beae844514c8681b8d6d4726f02435ea611cddfda3b85de760d9106482a948437d11ae828314ef5bb9240203f71afcc2d43ffebfa45a1a1b5eb573e0acb84ffe263b70a" alt="" height="362" width="639">

* **Download Original e-Invoice as XML or PDF**
  * Download any submitted invoice in its original XML format for archiving or system ingestion.
  * Generate a PDF copy for printing, sharing, or record-keeping.

<img src="https://codahosted.io/docs/W0-TmLvbP-/blobs/bl-tNuG6loxwn/7563fd32765c25196e397bbb6999a114ad9ed6f3296d017f733f8993cf04cf7d717baadfdfc9fd85bb5f4735db5d4d6bcfface92893e1552b62741f044f3863ad005137870889459508f2b15a2fd1e41a02ff85e66c961bb7d84b360d65733b8dca26f75" alt="image.png" height="241" width="639">

* **Data Import & Upload Tracking**
  * Users can upload data in excel or API formats as per their preferred method to send e-Invoices via the Peppol network to their buyers
  * **Custom ingestion templates can be setup to enable data upload without much changes to the source system**

<img src="https://codahosted.io/docs/W0-TmLvbP-/blobs/bl-KeMJWhYc4l/fce4bbf56b23e23f3b1d56090e8ad7072ea81da3bfca8deba4922c44598cc20caed1eaa52942cd22685a2794045b88eb91bc02696d99dc56de57428a3b5904be01704183119c69be19524561f05c004bc5dc87bc7a121638d978041db08c3af78a499a46" alt="screen_recording_2.gif" height="363" width="640">

* **Fully Compliant with Latest PINT-OM Specifications**

  * All invoice generation, validation, and submission flows are built to the latest PINT-OM specifications - so you're compliant from day one.

2. **\[Enhancement] PINT-AE Schema Updates**\
   **Available in: UAE**\
   **What's New:**\
   The UAE e-invoicing platform has been updated to comply with the latest schema specifications issued by the UAE tax authority. This ensures all invoices submitted through ClearTax continue to meet regulatory requirements without any risk of rejection.\
   **Details:**
   1. The platform now supports the latest PINT-AE Billing (v1.0.4) and Tax Data Document (v1.0.3) specifications, effective June 2026.
   2. No action required - all new submissions are automatically compliant.<br>
3. **\[Bug Fix] Fields Present in Ingestion File and Detailed Report Now Visible in Document UI**\
   **Available in: UAE**\
   **What's New:**\
   Several invoice fields that were successfully ingested and included in the Detailed Report were not visible anywhere in the Sales Documents UI, leaving users with no way to verify key data without downloading a report.\
   Details:

* The following sections now correctly display all relevant fields in the invoice detail view:
  * **Discount & Charge Details -** Invoice total without VAT, VAT line amount, document-level allowance and charge fields (amount, percentage, VAT category, VAT rate, reason code)
  * **Payment Details -** Payment account identifier and payment terms
  * **Payee Details -** Payee name and identifier (new section added)
  * **Supporting Documents -** Supporting document reference and description
  * **Line Items -** Previously missing line-item column now visible
* No re-ingestion required.

### Global

\[New Feature]

**Navigate seamlessly between regions without remembering/bookmarking URLs**

* Operate across multiple regions and monitor e-Invoice activity across them from regional or global HQs from within the same parent account
* Each region is separate because of different regional data servers to honour the data residency of different countries due to which they have different workspaces
* Using the workspace switcher users can check the countries in a workspace/region and switch to any country that they would like to operate in
* View all regions and navigate easily among them without saving any URLs
* Onboard a new region and country in less than a minute to start issuing compliant invoices as per the local regulations

<img src="https://codahosted.io/docs/W0-TmLvbP-/blobs/bl-O47Vhb78ln/0df1d765a3042319f4966c3f72bd4a25789edea19e9690d036dacada7da178047edf1e5c2bc1a169ffaf5e51cabdc3badb9c988e8a3a5041dcf6ee784b58b9d776d8e09a26802dd391794dca924d54306779ada302b414ed9e7d2e4c10ef15d56608ab58" alt="" height="312" width="624">

​**Single global username and password to access any region/workspace**

* Now a single set of credentials will work for all users across regions and workspaces
* No need to create or remember separate usernames and passwords
* Go and open a new region, just login and start using the workspace within seconds

### SEA

1\. \[Enhancement] Performance: Faster Invoice Amount FilteringAvailable in: MalaysiaWhat's New:Performance improvements for the Invoice Amount filter, specifically optimizing searches for values above or below 10k (Invoice Amount > / < 10k).Details:

* Optimized filter processing speed to allow faster querying of high- and low-value invoices.
* Significantly improves dashboard responsiveness and search efficiency when handling large invoice volumes.

### EU

1\. \[Enhancement] Poland: XSLT Validation Error UI ImprovementsAvailable in: PolandWhat's New:Detailed Invoice errors for Poland will be proactively surfaced on the Cleartax portal and API responses, providing users the ability to be able to fix these errors before the invoices are sent to the KSeF Portal both during API ingestion and manual uploads, reducing invoice generation failures and avoiding multiple submissions for same invoice.Details:

* Validation error messages will now be displayed on ClearTax portal
* API responses now include error details, enabling customers to avoid invoice generation failures proactively
* No user action required for previously submitted invoices.

![](https://codahosted.io/docs/W0-TmLvbP-/blobs/bl-N5SwhAvQCc/3de1dfcf56e67eb179133dde0c1dede74903b12be30a64d42986b04b2eef73b1aaff97d9836dd0bc2e4b2975fbb964c279f8d8d74c1bbaf9a4c5d4f4e23b1a4f181d09bcbcc010fa1dd8a6552e52d4489d810c3e0a28beb3017e9b066419b9f92a88a182)

* Manual Upload errors

<img src="https://codahosted.io/docs/W0-TmLvbP-/blobs/bl-5XcYMP1VUs/c7c4e207e7359016c7229ca604390ac1c66eb671e27610d2c8d6e2cf4716992286d07cca647b9779f371c1b26ef78cae552fd0f37b8d396d2f6de2f1a105662a7cc54466a41d02a4cace98d267615bcaac32a2143151bf4be904e340e47d81296581cc43" alt="" height="212" width="864">

## July 2026 | Jordan E-Invoicing Is Live on ClearTax

**ClearTax's Jordan e-Invoicing solution is fully live**, enabling end-to-end invoice generation and exchange under Jordan's clearance model across API, UI, and Manual Ingestion channels. Businesses can now generate government-compliant invoices with QR codes and UUIDs through seamless integration with JoFotara. With the mandate already in effect, organizations can accelerate compliance with a production-ready solution built for Jordan's e-Invoicing requirements.

#### Key Highlight of This Release

1. **Jordan E-Invoicing:** **Fully Live, End-to-End** ClearTax's Jordan e-Invoicing solution is production-ready, enabling businesses to generate and exchange government-compliant e-Invoices with QR codes and UUIDs through seamless JoFotara integration. *MEA*
2. **Arabic Invoice PDFs for UAE:** Custom fields and line-item properties now render in Arabic on invoice PDFs, enabling fully bilingual invoices while maintaining unchanged government submission payloads. *MEA*
3. **Standardized AST Timestamps for KSA:** All document, status, and audit trail timestamps now display in Arabia Standard Time (AST), ensuring consistent time visibility across the platform.  *MEA*
4. **Smarter B2B Consolidation for Malaysia:** Automatic validation now excludes ineligible B2B transactions from consolidation as per LHDN rules, ensuring compliant processing while preserving invoice status for individual generation. *SEA*
5. **Enhanced Peppol Attachment Support (Belgium, Germany & Croatia):** Streamlined attachment management for outbound Peppol documents with expanded support for multiple file types beyond PDFs. *EU*
6. **Payment History (Croatia):** View the complete payment history of an invoice directly from the invoice details page, providing full visibility into partial and full payment collections.  *EU*
7. **Improved Bulk Action Visibility (Global):** Live selection count on the Sales Documents screen helps users verify selected invoices before performing bulk Generate, Send, or other actions. *Global*

### MEA

**1. \[Country Launch] 🇯🇴 Jordan E-Invoicing - Now LIVE on ClearTax**

Jordan e-invoicing support is now live, with coverage across **API, UI, and Manual Ingestion** channels. The rollout supports all VAT-registered businesses transacting across **B2B, B2C, and B2G** segments, and operates under a **real time clearance model** - where invoices receive a QR code and UUID once verified by the government. The mandate has been in effect since April 1, 2025\
**Key details:**

* **Scope:** B2B, B2C, B2G (all VAT-registered businesses)
* **Model:** Clearance - QR code and UUID added once verified by government
* **Govt Portals:**
  * [JoFotara](https://portal.jofotara.gov.jo/en/login) - Invoice Exchange
  * [ISTD](https://etax.istd.gov.jo/Login.aspx) - Business Registration
* **Mandate Status:** Live since April 1, 2025
* **ClearTax Functionalities**
  * Invoice Generation via API or Manual Ingestion

![image.png](https://codahosted.io/docs/W0-TmLvbP-/blobs/bl-i4ktk6zBBR/e145310b9d9979716628eccbe8e6c679cb29ce753425d4a78f80844020d8baaa2d97721373a923370d16873483506d30625634f3a11dbcab9a4db8c1897b012e75803f73e532d5249e90b505234f8af935bdccf39cfcece2e8dd3950384ddbd91350b3b6)

* Print PDF functionality with QR code Embed
* Download XMLs, Detailed and LITE Reports
* MIS Dashboard
* Send Emails with Attached PDF

**\[Enhancements]**

**1. Arabic Translation of Custom Fields on Invoice PDFs**\
**Applicable Countries:** UAE\
**What's New:**&#x44;ocument-level custom fields and line-item additional properties on UAE invoice PDFs now correctly render in Arabic, ensuring fully bilingual invoices for customers requiring Arabic-language output.\
**Details:**

* Document-level custom field labels and values are now translated and rendered in Arabic on printed/emailed PDFs.
* Line-item additional property names and values are also translated to Arabic.
* Existing English content in government submission payloads remains unchanged.

**2. Timestamps Now Displayed in AST Timezone**\
**Applicable Countries:** KSA\
**What's New:**&#x41;ll timestamps across the platform are now displayed in AST (Arabia Standard Time, UTC+3), providing a consistent time reference across GCC markets.\
**Details:**

* Document timestamps, status update times, and audit trail entries now consistently show AST across all portal views.
* No configuration required - the change applies platform-wide automatically.

\
**\[Bug Fixes]**

**Applicable Countries:** UAE

**Details:**

* The duplicate 'Seller Name' column in the Custom Columns panel on Purchase Documents has been removed - the column now appears only once and behaves correctly.
* The blank page on Business Settings during business setup has been fixed - the settings page now loads correctly.
* Filter chip labels displaying raw backend field paths instead of user-friendly names have been corrected across Sales and Purchase document views.
* Status counters not updating when a date or Validation Date Range filter was applied have been fixed - counters now correctly reflect filtered results.
* Invoice status stuck at 'Delivered to Buyer Network' not progressing to 'Delivered to Buyer' after buyer receipt has been resolved - the status lifecycle now syncs correctly between seller and buyer sides.
* 'Delivered to Buyer Network' status filter returning no results on Sales Documents has been fixed.
* E-invoice XML download failing on the Purchase Documents (buyer side) has been resolved - downloads now complete successfully.

### Europe & SEA

**\[Features]**

**1. B2B Consolidation Block Validation**

**Applicable Countries:** Malaysia

**What's New:**&#x54;he system now automatically excludes B2B transactions with specific Tax Identification Numbers (TINs) from consolidation to comply with LHDN regulations and allows only General TINs.

**Details:**

* **Whitelist Filtering:** Before consolidation, the system checks each invoice’s Buyer TIN against a whitelist of placeholder values (General Public, Foreign Buyer, Government).
* **Status Preservation:** Excluded invoices are skipped rather than marked as "Failed," retaining their original status so they can be generated individually as required

\
2\. **Peppol Attachments - UI Attachment Flow and extended Document Types support**

**Applicable Countries:** Belgium, Germany, Croatia

**What's new:**\
The attachment experience for Peppol documents has been improved end-to-end. Users can now add and manage attachments more smoothly on outbound documents, and the range of supported file types has been widened beyond PDF.Details:

* With an eligible invoice selected, open the Actions dropdown (top right) and choose Manage Reference Files.

<img src="https://codahosted.io/docs/W0-TmLvbP-/blobs/bl-DKJN1sQFKN/e00fe3f611998a194604e815381a3df37024feb506efb1aabbdab41d9c564d48e0e19941ddb3b51b45d07f8c3be05c59ddd6056458310868884f1bc6bceb2c5f2be9b2b941beaf1bd60a864bd958023758ed7560bce94ab3a5201b47611f8a3c27be4732" alt="image.png" height="339" width="604">

* A side panel titled “Manage additional reference files” opens, showing the selected invoice number. Click + Add Files to attach a new document.

<img src="https://codahosted.io/docs/W0-TmLvbP-/blobs/bl-Tf-SJyRIqV/2f7a814826a3eb384e9784e98c16d1e3e37be543e435ce1794793a0a899398dbb4d17f21b5018c473cc885d5f8cc292199f3ecbec013889bbfe98d9839252546c08f38a2a0d8a98392f10e230efe035177494810dac992f377e82d2fcbeb0ed0b505a9e6" alt="image.png" height="339" width="606">

* For each file added, fill in: Document reference (mandatory, free text - used to identify the attachment on the invoice) and Description (optional, free text for internal/buyer context).
* Attach the file itself. Up to 5 files can be attached per invoice, in any file type/MIME format accepted by PEPPOL. Each attached file shows its filename with a Download link, and each entry can be removed individually via Delete.

<img src="https://codahosted.io/docs/W0-TmLvbP-/blobs/bl-_R0thaI3tg/93398283b44d83c38ebfa32757072362dd4f7295b939e5cd0370a9a44d94f37217fa19478e1432720c3b4446fc42436e6c5c8c08f2355fd195212145e09fe72bb7a31f744fa6f69881538829743bbaaff7b4370793fc29488c23f3ce41432ba6777eadff" alt="image.png" height="341" width="606">

* Click Save & Attach to confirm. A success toast (“Reference files updated successfully”) confirms the files are embedded into the invoice XML.

<img src="https://codahosted.io/docs/W0-TmLvbP-/blobs/bl-P2AwW5Z2wd/8d4172ad0fc297dff71f8652b0d8692e41238878d531291a48445331f9d26848faffca5a90d0ae80f89ba8b2ac5ef7cb6a6735b2b1b06f582358d5518d2f83e20138ef8412afa6686cfcc432b3c342441632ea4510f91f3f58a1bb5d697d6068e15d20e3" alt="image.png" height="339" width="605">

* **Extended File type support.** Peppol documents now accept the following attachment types in addition to PDF: PNG, JPEG, CSV, XLSX, and ODS. These are the six MIME types permitted under the Peppol BIS Billing 3.0 spec for mimeCode on AdditionalDocumentReference - no other types are accepted.

**3. Payment History View**

**Applicable Countries:** Croatia

**What's New:**&#x55;sers can now view a full history of all recorded payments against an invoice directly from the invoice details screen, providing complete visibility into partial and full payment collections.

**Details:**

* A new Payment History section is available on the invoice details view for Croatia sales invoices.
* Supports invoices with multiple partial payment records, shown in chronological order.
* Sales Documents now surfaces a Payment History side panel for every invoice with recorded payments. Click View in the Payment History column to see Invoice Total, Collected and Reported amounts, along with each payment's reporting status, method code, and Request ID

<img src="https://codahosted.io/docs/W0-TmLvbP-/blobs/bl-CehugtlYLZ/04bb2db0742d685bbc9c45d93aa28367940ef45c22f21f3923cb44e18409dd639574619a06ef9f78e9a02c8b71d5a5bd35cb4ab89469204a1ab0960fea3cf29fe1295a48f7f22f8aaad371565b6beaad11595d30dd3e8893c0b8e1c814f2dd09a6edc374" alt="Sales Documents grid with the new Payment History column." height="346" width="629">

<img src="https://codahosted.io/docs/W0-TmLvbP-/blobs/bl-qIWfklJ2D5/1d8509f65a0f0c013c57fb8ec7888a039f07b1525949666261797ccb1a024cf164c052c87ed0299c4931f3301c83cf0dc53341b93a41acfacf62f02a155e2eb07373e610cf840b04d2bfb971b4c7cad80fd16c9b2a68ca1be3473c56c96ca28edad38758" alt="Payment History side panel with Invoice Total/Collected/Reported summary and per-payment records." height="361" width="631">

**4. Selection count on Sales Documents screen**

**Applicable Countries:** Global

**What's New:**\
The Sales Documents screen now shows a live count of selected invoices, so users can verify their selection before running a bulk "Send" or "Actions" operation. Details:

* The count appears beside the "Generate" button, as soon as one or more rows are checked.
* It shows "Selected Rows: {n}", updating live as rows are checked/unchecked, including via the master checkbox.

![image.png](https://codahosted.io/docs/W0-TmLvbP-/blobs/bl-Tvvwl0kwuF/a0f83f96d5263d3302aad113d4bb72d8ef45a8278cae60234977a8da6f974df641022092eedf960cb70389e848c0959757d2ea483e2fcd0c2d8233abc4ff23db3c710841e59eb9d86924134dfa01ff4ce18c2dd7be621cbac02bccce19166b3abd906c1f)

**\[Enhancements]**

**1. XSLT Validation Enhancements**

**Applicable Countries:** Poland

**What's New:**&#x54;he XSLT validation layer for Poland has been enhanced and redeployed with additional rules to improve schema compliance and reduce downstream submission failures.

**Details:**

* Validation rules have been updated and extended to cover additional Poland-specific schema requirements.
* The updated XSLT has been redeployed to production following post-fix verification.
* These changes prevent avoidable validation rejections at the exchange network level.

\
**2.  UI Updates for Sales E-Reporting**

**Applicable Countries:** Croatia

**What's New:**&#x54;he Sales E-Reporting UI for Croatia has been launched with several enhancements to improve usability and alignment with fiscalization reporting requirements.

**Details:**

* UI changes have been applied to the Sales E-Reporting flow in the Croatia portal.
* Updates improve data visibility and workflow clarity for outbound fiscalization submissions.<br>

**3.  Invoice Exchange Date on document details screen**

**Applicable Countries:** Belgium, Germany

**What's New:**&#x54;he Sales Documents screen and reports now show the Invoice Exchange Date as a column, so users can see it directly instead of only using it as a filter.

**Details:**

* "Exchange Date" column added to the Invoices list table
* Sortable ascending/descending; follows the system's standard date format.
* "Exchange Date" column was also added to the Detailed and Lite reports.<br>

**\[Bug Fix]**

**1.  Same Document Numbers from different suppliers allowed for Purchase E-Invoices**

**Applicable Countries:** Malaysia, Belgium, Germany

**What's New:**&#x45;arlier when same document number was being received from different suppliers, it could not be saved as the unique identifier for storage did not support it earlier. The platform now allows these documents to be visible to the user in our system, aligning with regulatory requirements where the same document number may be reused across different suppliers.

**Details:**

* The user can receive documents with same document number from multiple suppliers
* Duplicate document number validation has been relaxed specifically for purchase documents
* All other invoice types continue to enforce unique document number validation.

\
**2. Support for Charge Rate / Invoice Line Fee values below 1%**

**Applicable Countries:** Belgium

**What's New:**&#x54;he platform now accepts Charge Rate / Invoice Line Fee values below 1% (e.g., 0.5%, 0.2%), since these are commercial allowance/charge rates governed by business agreements and are not restricted to whole-number, government-approved percentages.

**Details:**

* Charge Rate and Invoice Line Fee fields now accept sub-1 decimal values and treat them strictly as percentage values on an as-is basis - 0.5 in this field means a 0.5% rate (not 50%).

## June 2026 | Automated AP Inbox Routing for Peppol and CTC Invoices

**Every Peppol and CTC purchase invoice that lands in your system has always needed a manual handoff to reach your AP or VIM inbox. A step that slows processing, introduces errors, and is easy to miss.**

This month, that handoff is gone. A configurable Routing Engine now evaluates each incoming invoice against your IF-THEN rules and forwards it directly to the right AP or VIM destination — the moment it arrives. Your OCR workflow picks it up as usual. Delivery status is trackable in the platform so you always know what arrived and what did not.

#### Key Highlight of This Release

1. **AP Inbox Routing for Peppol and CTC Invoices:** Peppol and CTC purchase invoices are forwarded directly to your existing AP or VIM email inbox the moment they arrive — no manual intervention, no missed documents. Your OCR workflow picks them up as usual, just without the manual handoff. *Europe*

### Europe

**1. \[New Feature] AP Inbox Routing based on personalised Business Rules**\
**Available in:** Belgium, Germany, Poland, and, Croatia\
**What's New:** All Peppol/CTC purchase invoices can now be automatically forwarded from the Purchase Documents section to customer’s existing AP or VIM email inbox, where the OCR workflow picks them up and ingests them into the AP/VIM Software.\
**Details:**

* A configurable Routing Engine evaluates each purchase invoice against customer-specific "IF–THEN" rules and forwards it to the configured email destinations.
* Delivery status can be tracked in the “AP/VIM Delivery Status” column on UI

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FdSTguuFkqGp8wQudH1AQ%2FScreenshot%202026-06-04%20at%203.37.17%E2%80%AFPM.png?alt=media&amp;token=68830a95-31cc-488b-b21a-08ceac06c6e9" alt=""><figcaption></figcaption></figure>

2\. **\[Bug Fix] Poland: Item Gross Price (Inclusive of VAT) Now Correctly Mapped**\
**Available in:** Poland\
**What's New:** A mapping gap has been resolved where the "Item Gross Price (Inclusive of VAT)" field was visible in the Document Details UI but not correctly populated from the source invoice data due to a missing backend mapping.\
**Details:**

* The Unified API has been updated to ingest the <mark style="color:$success;">TaxInclusivePriceAmount</mark> value from the correct source path <mark style="color:$success;">(cac:Price/TaxInclusivePriceAmount).</mark>
* Poland-specific customer invoice templates have been updated to correctly pull and redirect this field through the pipeline.
* The Document Details screen now correctly displays the parsed value, ensuring consistency between source invoice data and the UI.
* No user action required.

3\. **\[Bug Fix] All Countries: Incorrect Submission Message When Using Buyer Name Filter**\
**Available in:** Belgium, Poland, Germany\
**What's New:** A bug has been fixed where using the Buyer Name filter while submitting invoices displayed a misleading success message — "0/0 E-invoice document(s) submitted successfully" — even when no invoices were actually processed.Details:

* The issue occurred specifically when invoices were selected and submitted using the Buyer Name filter.
* The success message incorrectly indicated a completed submission despite no documents being processed.
* The submission feedback message now correctly reflects the actual number of documents processed.
* No user action required.

### Malaysia

1\. **\[Bug Fix] Malaysia: Custom Field Label Edits Now Save Correctly**\
**Available in:** Malaysia\
**What's New:** A bug has been fixed where edits to custom field labels under E-Invoicing Settings were not being saved, and an error was shown on clicking Save despite the UI allowing edits.\
**Details:**

* Affected path: Settings → E-Invoicing → Custom Fields.
* Previously, modifying a custom field label and clicking Save would trigger an error and the change would not persist.
* The issue has been resolved and custom field label edits now save correctly.
* No user action required.

## May 2026 | UAE's e-Invoicing era has officially begun

ClearTax is one of the first Accredited Service Providers (ASPs) approved by the UAE Ministry of Finance — and our platform is ready to take you live right now.\
ClearTax's UAE e-Invoicing solution is fully live on the 4-corner Peppol network, enabling end-to-end document exchange for both outbound (sales) and inbound (purchase) invoices. Businesses can now select their ASP on the Federal Tax Authority's EmaraTax portal and commence e-Invoicing. With mandatory deadlines fast approaching — July 2026 for ASP selection, January 2027 for large taxpayers — the window to get ahead is open today.

#### Key Highlight of This Release

1. **UAE e-Invoicing: Fully Live, End-to-End** ClearTax is among the first ASPs to go live in the UAE - not just accredited, but product-ready. Businesses can issue, exchange, and receive e-Invoices over the Peppol network today, giving you a real head start before the July deadline.
2. **Malaysia E-Invoicing Enhancements:** Control exactly who gets notified and when. Eliminate TIN errors that cause LHDN rejections. And finally have a full audit trail when a consolidated invoice needs to be traced back to its source. *Malaysia*
3. **GCC Usability & Validation Enhancements:** Find 10 invoices as fast as finding 1. Reconcile for any single date without hitting errors. Stop getting blocked by postal code validation when processing international buyers. *GCC*
4. **Europe (France) E-Invoicing Compliance Update:** Outbound invoices now carry all the fields XRechnung and Peppol require. No more rejection surprises at the exchange network level what leaves your system is schema-compliant end to end. *Europe*

### UAE

**Home — Clear Compliance Cloud Launchpad**

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FvBEHMODwkq05qralVM3k%2Fimage%20(17).png?alt=media&amp;token=152badf6-7d84-456f-957e-3caf8e0c3c00" alt=""><figcaption></figcaption></figure>

**Single-platform entry point to all compliance products**

* Users land on the Clear Compliance Cloud home after login, with all subscribed products shown as cards — e-Invoicing is available for immediate access. More products like reconciliation and VAT filing are coming soon
* Clicking the e-Invoicing card takes users directly into the UAE e-Invoicing module

\
**Sales & Purchase Document Views**

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FD0kU5GCkm9VYkyP0434F%2Fezgif.com-animated-gif-maker%20(1).gif?alt=media&amp;token=1c756381-7cd3-4112-8146-5693ae8c1fc0" alt=""><figcaption></figcaption></figure>

**Quick summary overview of sales and purchases activity :**

* Users can view a status wise summary of the recent most activity for all of their business entities combined for the last 30 days. Users can view the summary and plan next steps
* Access different features in the product via shortcuts on the landing page
* Updates to Pint AE, VAT regulations in UAE and other regulatory events are available in the ‘Announcements’ section

**List of documents with important data for users to select and take actions**

* List of sales or outbound documents with a summary of the invoice available in the table for quick overview
* Status wise count of documents is available at the top to plan actions
* Users can select single or multiple documents and take different actions on it -
  * Send via Peppol network
  * Print PDF
  * Email
  * Download xmls
  * Download excel reports
    * Lite report at invoice level for reconciliation
    * Detailed report at a line item level to enable audits and verification
  * Delete invoices that are in pending or failed status

**Validated list of inbound documents for further AP workflows:**

* Documents received from Peppol network are validated and showcased in the purchase documents as a list which can be further used for AP workflows in the taxpayer ERP or AP systems
* Users can also take actions on single or multiple documents:
  * Email to an AP inbox or other recepients
  * Generate PDFs to be imported into ERP or AP system
  * Download excel reports
    * Lite report at an invoice level for reconciliation
    * Detailed report at a line item level to empower audits and verification

\
**Analytics dashboard for both sales and purchase documents:**

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FyQtoFQJrQcPKOYrFzucx%2Fimage%20(24).png?alt=media&amp;token=249d495f-d87f-4050-a120-1db4916ff27e" alt=""><figcaption></figcaption></figure>

**Track success rates and tax liability in on single dashboard**

* Status-wise breakdown for sales and purchase documents on a pie chart for a quick overview to the tax team
* Daily overview of invoice success rate to give visibility of the invoice activity to plan corrective actions
* Status-wise breakdown of tax liability along with invoice counts at a business entity level to get an insight into the tax summary

**Data Import & Upload Tracking**

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FnyAQtNNSpZALwqLzDK0d%2Fezgif.com-animated-gif-maker%20(2).gif?alt=media&amp;token=9033ddaa-05de-4427-bdb7-21a919715080" alt=""><figcaption></figcaption></figure>

**Flexible data import options for easy e-Invoice generation:**

* Users can upload data in excel or API formats as per their preferred method to send e-Invoices via the Peppol network to their buyers
* Custom ingestion templates can be setup to enable data upload without much changes to the source system

\
**File upload tracking to plan quick user actions**

* Get to know multiple details of a document upload like file name, who uploaded the file, mode of upload, time of upload, number of documents uploaded and their current status all in one place
* Fix errors in any file by accessing the error correction screen
* Understand the latest status of the documents uploaded in a file and plan next steps
* Additionally the original file uploaded can also be downloaded for reference

### Europe

\
**1. \[Bug Fix] All Countries: Field Renamed to "Tax Inclusive Amount"**\
*Available in: Belgium, Germany, Poland, Croatia*\
**What's New:** The field previously labelled "Total amount due (before Charges/Allowance)" has been renamed to "Tax inclusive amount" across the platform, aligning with updated customer templates and standard terminology.\
**Details:**

* Updated in: Invoice Details screen (document header section).
* Updated in: Detailed Report and Lite Report column headers (CSV/Excel exports).
* Ensures consistent terminology between the portal and customer-facing documentation.

\
**2. \[Bug Fix] All Countries: Print & Download Name Format — Settings Now Persist**\
*Available in: Belgium, Poland, Croatia*\
**What's New:** A bug has been resolved where saved Custom name format settings were lost when toggling between Default and Custom modes in Print Settings. The last saved configuration now correctly persists in the UI.\
**Details:**

* Previously, toggling to Default and back to Custom would clear the dropdown selections, even after a successful save.
* The saved Custom name format is now retained in memory and restored correctly when switching back to Custom mode.
* No action required - the fix applies automatically to all existing configurations.

\
**3. \[Bug Fix] Poland: Inbound Seller Address Now Correctly Displayed**\
*Available in: Poland*\
**What's New:** A mapping issue has been fixed where the Seller's address fields (street name, additional street name) were not being populated in the UI on inbound invoices, despite the values being present in the source XML.\
**Details:**

* Affected fields: StreetName and AdditionalStreetName in the Seller address section of Purchase invoice details.
* Values are now correctly extracted from the UBL XML and displayed in the document details view.
* No user action required - previously received invoices may need to be re-fetched to reflect corrected address data.

\
**4. \[Bug Fix] Poland: Invoice Type Filter Restricted to Supported Types**\
*Available in: Poland*\
**What's New:** The Invoice Type filter in the Sales and Purchase document list views has been updated to show only the invoice types currently supported for Poland, removing legacy options that produced empty results.\
**Details: The filter now shows only:**

* **Standard VAT Invoice**
* **Correction Invoice**\
  **Removed options: Prepayment Invoice and Self Billed Invoice (unsupported for PL).**

**5. \[Feature Update] Germany: Sales Flow — New Field Ingestion for E-Invoicing Compliance**\
*Available in: Germany*\
**What's New:** The sales ingestion flow has been extended to support additional schema fields required for compliant **XRechnung** and **Peppol** submissions. These fields are now propagated end-to-end through the outbound pipeline.\
**Details:** The template and parser have been updated to accept and process new fields required by the latest German e-invoicing specifications.

* This update ensures that all outbound data is aligned with regulatory standards, preventing validation rejections at the exchange network level.
* **No action required** — the updated fields are now active in the standard ingestion pipeline.

\
**6. \[Bug Fix] Germany: Manual Ingestion — Item VAT Category Code Dropdown Correction**\
*Available in: Germany*\
**What's New:** A correction has been applied to the item-level VAT category code dropdown within the manual ingestion template. This ensures that only valid, schema-compliant tax codes are available for selection.\
**Details:** Previously, the dropdown displayed an incorrect set of options, which led to invalid selections and downstream ingestion failures.

* The dropdown now correctly reflects the valid VAT category codes as defined in the official German tax schema.
* This fix eliminates avoidable data entry errors and ensures schema compliance from the very first step of manual ingestion.

### Malaysia<br>

**1. TIN/Branch and Document Type Controls for Auto-Email Triggers**\
Auto‑email triggers in Malaysia previously fired uniformly across all TINs, branches, and document types, causing irrelevant notifications. The system now supports configurable controls that scope auto‑email dispatch to specific TINs, branches, and document type combinations. This delivers targeted communication to the right stakeholders and reduces noise in customer mailboxes.

**2. Guideline for Using Company TIN When Invoicing on Its Behalf**\
Ambiguity existed around the correct TIN to populate when an entity issued invoices on behalf of another party, leading to LHDN validation issues. A clarifying guideline has now been embedded in the product, instructing that the company's own TIN must be used in such scenarios. This standardises issuer identification and ensures consistent acceptance of invoices by LHDN.

**3. Consolidation Details in Audit Trail**\
Consolidated invoice activity was not captured in the document audit trail, limiting traceability for users reconciling source invoices with their consolidated counterpart. The audit trail now records consolidation events along with linkage to the contributing source documents. This improves transparency, supports accurate reconciliation, and strengthens the audit posture during regulatory reviews.

### GCC

**\[Enhancements]**\
\
**1. Search Multiple Document Numbers in a Single Search**\
\
**What’s New:** Users can now search for multiple document numbers at once, making it faster to locate specific invoices for reconciliation, audits, and issue resolution. Instead of searching one document at a time, users can now paste a list of document numbers and retrieve all matching records in a single search.

**Details:**

* Users can now enter multiple document numbers in one search using comma-separated values to quickly find multiple invoices at once.
* Existing single document search behavior remains unchanged and continues to support quick searches for individual invoices.
* Search results display all matching documents in one view, making bulk review and downloads more efficient.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FffPI3WSrR07LINZl5B4f%2Fimage%20(13).png?alt=media&amp;token=0f6cdb3b-918d-4ae8-baef-cc4e761b1297" alt=""><figcaption></figcaption></figure>

**2. Single-Day Reconciliation Support**\
\
**What’s New:** Users can now run reconciliation for a single day without encountering errors. This update makes it easier to validate transactions for specific dates and improves flexibility when investigating discrepancies.

**Details:**

* Users can now successfully run reconciliation for a single selected day.
* The incorrect error message previously shown during single-day reconciliation attempts has been resolved.
* This enhancement enables faster troubleshooting and more precise reconciliation for date-specific transactions.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F6O4PmYe9PVcKkn696yOa%2Fimage%20(15).png?alt=media&amp;token=c4f92871-4575-4ff6-b300-ded807a76f1c" alt=""><figcaption></figcaption></figure>

**3. Improved Postal Code Validation for International Buyers**\
\
**What’s New:** We’ve updated buyer address validation to better support international transactions. Users can now enter valid postal codes for non-Saudi buyers without facing validation errors, improving compliance and reducing invoice submission warnings.

**Details:**

* Postal codes for buyers in Saudi Arabia will continue to require a valid 5-digit numeric format.
* For international buyers, postal codes are optional and now support alphanumeric formats based on local country standards.
* This update helps reduce unnecessary validation errors and minimises address-related warnings during invoice submission.

**\[Bug Fixes]**

**1. Timestamps on Import History now display in KSA local time**\
Import History timestamps were previously rendered in IST, causing reconciliation mismatches for customers operating in KSA whose internal systems log in local time. Timestamps are now converted to Asia/Riyadh (UTC+3) before display.

**Impact:**

1. Fresh imports show correct KSA time immediately.
2. Previously imported records are also updated - no re-import required
3. No action or configuration needed from users

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FPPB6asBvtzyHSqKz4Man%2FUntitled.png?alt=media&amp;token=d515ed69-b0b7-4295-a11d-05b9d0115fe4" alt=""><figcaption></figcaption></figure>

**2. Smarter Feedback Prompts for a Better User Experience**

We’ve improved how feedback requests are shown across the platform to make them less repetitive and less disruptive. Users will now see feedback prompts less frequently, creating a smoother experience while still helping us collect meaningful feedback.

**Details:**

* Feedback prompts will no longer repeatedly appear if a user chooses not to respond.
* Prompts are now spaced out more intelligently across different actions to avoid frequent interruptions.
* Users will see a limited number of feedback requests per day for a more seamless experience.

**3. Improved Accuracy for MIS Download Reports**

We’ve fixed an issue where downloaded MIS and aggregate reports could show incorrect VAT totals for invoices in different currencies. Reported values are now aligned with the MIS dashboard for more accurate financial reporting.

**Details:**

* VAT category breakdowns in downloaded reports are now correctly converted to accounting currency values.
* Downloaded MIS and aggregate reports will now match the totals displayed in the dashboard.
* This update improves reporting accuracy for businesses handling invoices in multiple currencies.


# GST Compliance


# GSTR-1 Filing

ClearGST End-to-End GSTR-1 Filing Guide

The advanced ClearGST solution provides an end-to-end filing of GSTR-1 at a PAN level, across multiple GSTINs. It also provides its users a smart error correction UI at every stage - upon importing of data, reconciliation/review, uploading prepared data onto the GSTN, and filing with the GSTN, for a hassle-free, quick and accurate GSTR-1 filing experience.

With the advanced, enterprise-grade ClearGST solution, you can ensure a notice-free 2023! Here’re some exclusive features for GSTR-1 you must not miss exploring on the platform-

* PAN-level filing that reduces time spent on filing by over 70%
* PAN/GSTIN-level reconciliation of e-invoice (GSTR-1) vs SR
* Comprehensive reporting dashboard to identify discrepancies in GSTR-1 vs GSTR-3B vs SR
* Enjoy a single file import of all docs for preparing sales data
* Proactively address errors with our smart error correction on UI such as the ingestion duplicate warning layer, mismatch in tax rate vs tax amount, and invalid customer GSTINs
* Pre-upload GSTR-1 validations such as past GSTR-1 validation, GSTIN validation, and HSN summary checks

If you are an existing ClearGST user, skip to ‘Import Data for GSTR-1’ section. If you happen to be a new user, follow the steps given under ‘One-time Account Registration’ and ‘Create a Workspace’ sections before proceeding to ‘Import Data for GSTR-1’ section.

#### One-time Account Registration

If you are a first time user, register with ‘Clear’ using our web portal or app, by creating a new account using the authorised person’s email address. Follow the below steps-&#x20;

Step 1: Visit <https://app.clear.in/>  and click on "Create an account”

<figure><img src="https://lh3.googleusercontent.com/0xMDw3XC4rn_O-qo8OB9DWolMUD0_t336I59d3Tj7O94hCqdf4NLDzgbf_1cA9pJq45tGeqvix_RIbsmyZc1IQU00kwbx0ndr5J34xT6KNulIzjtGN6_Bc3vUjFl_b30HaT5GKEjPxHdf3-EMUxg2OU" alt=""><figcaption></figcaption></figure>

Step 2: Verify the email ID via link sent on the registered email ID.&#x20;

<figure><img src="https://lh3.googleusercontent.com/0S0p5u9qEDRFDx_Mj8Io-Fg4YbFe1J5Ll66162vtNitAplvQbNVUyBu-tS9tREXLT19gSI-9YSKAOE84hGA62aLdoWVI6-MPZbeyb9zr4TsMd0GYT1513_BTip_eG3_Aojv9IypOYbEPq9VXBu2koJs" alt=""><figcaption></figcaption></figure>

#### Create a Workspace

Once you’ve created an account, login to the account to add company and GSTIN details-

1. Add legal name, annual turnover, ERP in use, and products offered by Clear that you’re interested to use.&#x20;
2. By entering these minimal details, you’ve created a workspace.&#x20;
3. After that, you can add GSTINs and respective business names.

Step 1: Log in to[ https://app.clear.in/](https://app.clear.in/)

<figure><img src="https://lh5.googleusercontent.com/pjYrv32Ci7Jv655QmsgzcHKDDsUtUBlTyWWheV1z8h-g_LMwdJh2P8UpdlJ4J9IQFSJBidyZoD1hHAIUnjMDeXmyfCb4dUZ6VnV46R_Y2t9a0AHZX2lihLqFnHkrMaKRGIxWoA8WIPPhbKWUzquypjU" alt=""><figcaption></figcaption></figure>

Step 2: On the launchpad, select the tile named ‘GST’ to open the GST software.&#x20;

<figure><img src="https://lh6.googleusercontent.com/4MOYUxM5a2sIEfkjNLQlZKopj0wERPS1rTK7EGY4kjYpuqaw1vYeUmcQWhKfUbL0y34gZSYgM6NkWQKInqOeA4bMwxAcHOMdNDwsmzkNMZsOlDV5GzzcFUSrnEDp_YRGAbeSrPoU8R4E4dT5u2TG1nM" alt=""><figcaption></figcaption></figure>

Step 3: Click on ‘Add GSTINs →’&#x20;

<figure><img src="https://lh4.googleusercontent.com/OIF00c8PNKskZQRiOWf8Rn1LcEeiwQ-L_NWjBCKcMUIjp6JKVxPw8eY4yzoJtiEKl4HVLNI1MVeWZ0qDLigq2m9vIVt25ClpwYrhAcAQKsgbI8p73iqk2EaJJtzHWK0NexEhCGxm_OEgbn5hRc4w-Zg" alt=""><figcaption></figcaption></figure>

Step 4: Add GSTINs, business name and click on ‘Continue →’.

<figure><img src="https://lh4.googleusercontent.com/ed9pO2QtRtTox2RjK8N34r9m-ttP-u9bI0C4xcngYOpmd5e1Kj_VYksQ3i5ZuOETP4bYyPinMtvyaSrwDp3l2SJzeyjv1UHF8cNvuROFPYBYNMR14UUHRBiXFWR7mj3ZYZA4MGOgAwYV8ojruzkC7W4" alt=""><figcaption></figcaption></figure>

#### Import Data for GSTR-1

An existing user can login to their account and begin with PAN/GSTIN level GSTR-1 filing!&#x20;

Our advanced ClearGST solution provides multiple templates/ options to download/import sales data with minimal manual intervention. Follow the below steps-

Step 1: Click on the ‘Filing’ option, available on the left hand panel highlighted in the below screenshot.&#x20;

<figure><img src="https://lh3.googleusercontent.com/_MnzB58yZ_pIKbB16fxlKRJXqxDcsylLoHEr66me2vxnDkTePmfh700jAzskf0XEzuXup4YvFImB3wawDGd3L7p-7X5h6Qla1yNIkzowVpRVAxgD1eKAkTq8s3ntlu_srSNmPCGaiRUzhFGpkfFgdAw" alt=""><figcaption></figcaption></figure>

Step 2: After that, select the tile named ‘GSTR-1’ on the filing dashboard.&#x20;

<figure><img src="https://lh6.googleusercontent.com/bewszy8oaBz4onPWN6h1REfIECyDxJChnCz84iS6pAkV89xsJm75F2O4gIFGOHskC3zVn6xWzr7t2AKwGtvOEE3a_mj0s18euCbypwxcSiCYOBYrhBc7BSJtIsil3KZpugrNvDuKQ4RDKyI1DUK7SkU" alt=""><figcaption></figcaption></figure>

Step 3: Select the ‘PAN/GSTIN/Business’ > Select the ‘Return Period’, for which you want to prepare GSTR-1.

![:bulb:](https://lh3.googleusercontent.com/QN1Q-eMFQLWN5Uq5vKD8CziR9W01w9sRcB5Xdw_aMUaaiUZ6p3darC8L_9v7jCThMN1se7jZPCjIUPQ_a2IKG9_cn4zoEdUXLR96jumueuzd48RphRR2kS9klEc4wabvHhD2i36C-YK0i0k41zHGpMU) Pro tip 1: If you have subscribed to the Ultimate or Premium SKU of ClearGST, you can choose to file GSTR-1 for multiple GSTINs in one go. This helps you save ample time since as you can file GSTR-1 for multiple GSTINs in a shot instead of filing for each one separately.

<figure><img src="https://lh3.googleusercontent.com/rXQxQII3soy7q1Aj5UEtc4xMLWPAShK2y7nOcWcK34etIwiAPktCZXhP0T4nhvK1uDR95acfsaL86Nepugq7rzy88ROOjZLJiKu57mcGooxPk6RVPMs6nyJdqAIOo1aTC64P0wJd7W6bvtsVXsQi7vY" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh4.googleusercontent.com/P_VK-W8aA8bpP4Z_cgYLBXGCS0HafeDivigy4-pBoitv1JG8MEszG4GwT_t5gwgvVCQQffwTB5vcuG5D3noxsH_sX4QJTWE-KfPH4uDqApTVaWrMbtrtNdO6TKmpTVYV8ngLT9WeWkCqZ44DjbLh0Vg" alt=""><figcaption></figcaption></figure>

Step 7: Enter the username & password obtained for accessing your account on the GST Network (GSTN).&#x20;

It is essential to connect with the GSTN or the government portal to auto-pull the relevant data.&#x20;

<figure><img src="https://lh3.googleusercontent.com/_t_aDKHnxNJoC38ECmJUkI7MtquO6gZcHz-pjSjpz8Gt4c0eEGxLJ-p1vCDWb5EROpeqo-O7BaLeldGmd3-bVu8MMCI2b8ybdH_pe-MxvR3MaGEBFOA3z2yaCL7k6UMI9dQP9fyF7Ih2yPdsuB9AjIk" alt=""><figcaption></figcaption></figure>

Note: Enter the Captcha only if you are a first-time user to activate the API.&#x20;

<figure><img src="https://lh3.googleusercontent.com/5dZ7D-SLtah1gRf4Ln3CGKG2UeN6t1r-T60c2PT8cpz-yK0laZtI00enYEE1nMYfI3drsJwZmGwlhyfgB9PqyqFIgH53vlqyUNMPVoZd1LGh-q7XISuxBpjxD14TIyjQsYx2l6ZTXBhuyZ5ypw3SZiI" alt=""><figcaption></figcaption></figure>

Step 8: Enter the One-Time Password (OTP) received in the email ID & mobile number registered for the GSTIN.&#x20;

<figure><img src="https://lh6.googleusercontent.com/7CzK3d_5oAIlAxWgrJF2880WAMZfrq-SQ034I_DfTaxY4zAy8mRSOL4dLTSWiBfwtu1UZrZKA9n-iI55w2SDspvvaQhLr7_wUg4EBUsIeV2-epqUlZfrgBmqcD7phxcoH2e8WwPyPPh6Enbi63ji7IQ" alt=""><figcaption></figcaption></figure>

Step 9:  Download/Import the sales data for GSTR-1 data preparation by choosing one of the below two options-

Option 1: Download Draft GSTR-1 data from the government portal- This will be your e-invoice data, already available on the GSTN.

<figure><img src="https://lh5.googleusercontent.com/hXtd-CvcseA1gIch1ceG1dQd9BPzqC1mtZbMDeWCh2bb8JYj1Dhz_b8JHEmmmzPdfgOZTGfhtkeI10hZ0g6hRbAUCWur8kO0UyVsdZkUXEukJRpWBUJEWWSBZ3IPj3ZYObz0PmD2kioWNvXl2M7RCjE" alt=""><figcaption></figcaption></figure>

Option 2: Import sales data into Clear for a return period from your computer by clicking on the ‘Select a file to import’ button. Alternatively, an option to drag and drop the file is available.

You can download the sample file by using the ‘ClearTax/government template’. You can also use your own template after mapping the same from the overview.

<figure><img src="https://lh6.googleusercontent.com/McuuT5uDT4LLKaL9UGXrM9F1-Yi_QHZ2HOqf_SjycOBqJJB_Iq4t9MTZaag5lGLI7nnIO5zcHqL5pchfoto7tdJbhghxtULCJhUYweAZihd8Omqafh4X5m3OJMu0P2iGAeXSHz7gYlmXhJ1QdvNL1HE" alt=""><figcaption></figcaption></figure>

#### Fix Data Import Errors&#x20;

Click on the ‘Review & fix errors→’ button if there are any errors that need to be fixed. The errors are identified by Clear based on the 200+ validations, such as HSN Validations, GSTIN Validation and Tax rate v/s tax amount mismatch, to mention a few.&#x20;

If there is any error, take actions by choosing one of the two options given below-

Option 1: Fix it in the UI over the web portal and proceed with the next step.

<figure><img src="https://lh3.googleusercontent.com/jlSNJavYmuiQubhv_EpNT-qpfh3u3ooEWc28-a2bjEKbDaV4qKxpEpKPtqlqh9W_jo5tTCN2RHssetacJoo7h5sEpbY-X1vr91oNrQ6UU9bkXFk-egdRL0K1jkjqYTsdCKhOyIbnPT1PxW0z3GiSCcs" alt=""><figcaption></figcaption></figure>

![:bulb:](https://lh3.googleusercontent.com/QN1Q-eMFQLWN5Uq5vKD8CziR9W01w9sRcB5Xdw_aMUaaiUZ6p3darC8L_9v7jCThMN1se7jZPCjIUPQ_a2IKG9_cn4zoEdUXLR96jumueuzd48RphRR2kS9klEc4wabvHhD2i36C-YK0i0k41zHGpMU) Pro tip 2: You can click on the no of errors, as highlighted in the below screenshot.

You will be redirected to the error section/tab, fix the error like copy-paste just like Excel!

Note: Be cautious not to use ‘Ctrl+z’ (Undo) as that will not work!

<figure><img src="https://lh6.googleusercontent.com/t-MaKdnLwonaUMFIcoPCW8SSi1Goq3u2r_KnKKy-9a4faHpAYlOyP6ot3CbnExJ014DvsOvoyLs0OoHDC_YkbG2NQFs3-21c_Z1DbchA4oM9ZAnUHRltr8ziWsl0JVjuepe0bZuMDHk-RBETIhkTb-I" alt=""><figcaption></figcaption></figure>

Option 2: Download the ‘Error File’.&#x20;

<figure><img src="https://lh6.googleusercontent.com/Hp9Q68Wb_KSXhp1fIvIhcSO5_zz8e479PQCCMpCpfPNGZ7dztsiDX40tzWmzf4-ti_jRnYsnOztJYMuNXn_DmlInuT_-3Xz-dlLu1YUVHr9ZtLd_6bO5iPngmJdaPRA_UGj83iBZLu0Be9yDMHZQb8s" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh4.googleusercontent.com/_DPt6SDFy95lF4_C6fKIvImzrsrz5p7OypVOMEypqpsiyyvgADS0cHmPNphDbaPnBGTJ72znJb62-ohX2GBEmvLoSx5CZDG6diQ5MI-gAdgnJFhIcTSg-ww6hMgqZapS0wqFoPvu7VAFA1Dmw5cI2c4" alt=""><figcaption></figcaption></figure>

Fix the error and re-upload the same file from the ingestion/import page to proceed. &#x20;

<figure><img src="https://lh4.googleusercontent.com/SQz3rTnoT07zV6l8PodWYkonhqZmGgZHUvaVLCMPc1HBV9SAuOJ299H3qFC7ynL0bVClahBsUnCAGnThh5yX2VvpYKwLqLOIp5lMVDJsdsxMC5BR7_QejCp9ilWFk7qAssniwo134xNUBLlNG7U_s0I" alt=""><figcaption></figcaption></figure>

#### Review GSTR-1 Before Filing

Step 1:  Prepare and review data created/uploaded for GSTR-1 filing.

![:bulb:](https://lh3.googleusercontent.com/QN1Q-eMFQLWN5Uq5vKD8CziR9W01w9sRcB5Xdw_aMUaaiUZ6p3darC8L_9v7jCThMN1se7jZPCjIUPQ_a2IKG9_cn4zoEdUXLR96jumueuzd48RphRR2kS9klEc4wabvHhD2i36C-YK0i0k41zHGpMU) Pro tip 3: Subscribers to the Ultimate and Premium SKU of ClearGST will be able to see the GSTR-1 data for multiple GSTINs on one screen!

<figure><img src="https://lh4.googleusercontent.com/cLUtzX_Wg_aRZLmOrLTfxcF0h8MgOdy6A-3UDZGz6dnR-jN50QwVCegaaugxM-52uAT7iJAVuSjmgCHHAN44vwe63Kolg38SB9-m1x0aWWYmk79NKpm01ff_Mvm4Hk4VS64CzXcOttm06eQvEoYkUKQ" alt=""><figcaption></figcaption></figure>

Step 2: View a PAN-level summary and GSTIN section-wise bifurcation, as shown in the three screenshots given below-&#x20;

<figure><img src="https://lh5.googleusercontent.com/1F_BStqI3jmEMn19y6TYY1NQpzDyMly3iSTy69iYWA4pTMFG_VnbyXOrEBYFu957l3DVYXlAzLhiZBKaYsSbwCsolSY1s0EHaYzzDg4Jk1XfIVH_daWusATFfwhQ3MM3793GknRTjgLeyAT_MwpCU58" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh6.googleusercontent.com/al7AqnqPvytFMJJdtJJLTmpeGhlbtkwwZNslLSNn2wZh1hnHSdz_Rw2JOkiCuBgTA9-wJ4Ar2pI3DcIVLrMR7U-EC6izjILJ6oTdHMxK6923oYA9OgvNLksdWyGxCGdhP6Nc7KMH1yeNESRtggKgTMc" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh6.googleusercontent.com/wef-lJQRFYYbpSS4jXxJB6ayTSjjk5KPqj8W9VXEjz0hgjCIbjfjGL7Z6eQyfyAzXl3OzeZ1emi3C4Z1iswbvbKykejdfFfDbS1TcgMnlcvEuMGagjwCktm4KbXI-uoBpcccHRstuHw8iQlBQjREMgY" alt=""><figcaption></figcaption></figure>

![:bulb:](https://lh3.googleusercontent.com/QN1Q-eMFQLWN5Uq5vKD8CziR9W01w9sRcB5Xdw_aMUaaiUZ6p3darC8L_9v7jCThMN1se7jZPCjIUPQ_a2IKG9_cn4zoEdUXLR96jumueuzd48RphRR2kS9klEc4wabvHhD2i36C-YK0i0k41zHGpMU) Pro tip 4: You can conveniently switch to another GSTIN/Business under the same PAN from the Text bar to check the section-wise details for other GSTINs under the same PAN.&#x20;

<figure><img src="https://lh5.googleusercontent.com/lf1b0rMGqag8JJ6edPrxKfXrr1gMqZJ3-DGkRWLlxuNnWFYS2j4yla5SpIHvRN84FkL1c884O7uqhbbp3h55JENVf9nOtAqloiP8jAc4spp3KjK4l56I2bZC1ksU3E5zIJlG08kdQJp1BHILKy-ITto" alt=""><figcaption></figcaption></figure>

![:bulb:](https://lh3.googleusercontent.com/QN1Q-eMFQLWN5Uq5vKD8CziR9W01w9sRcB5Xdw_aMUaaiUZ6p3darC8L_9v7jCThMN1se7jZPCjIUPQ_a2IKG9_cn4zoEdUXLR96jumueuzd48RphRR2kS9klEc4wabvHhD2i36C-YK0i0k41zHGpMU) Pro tip 5: Click on the ‘Download PAN Summary for GSTR1’ button to access an Excel-based PAN-level summary for GSTR-1.

<figure><img src="https://lh6.googleusercontent.com/nbI-UUJMnu3GU96DlPzjaTUzlqMA5KGJXMqEcdBTUSMAfq4ZKwnOPeKO5gmHA9FmruZcLu7Q8LHWTHsGS6KHTxOhAgjTGAJRr4HtBpGlHlHgntATdrcE6YofgdCtmVAOCBxnEhwknCl1RMe4oHag9o8" alt=""><figcaption></figcaption></figure>

Step 3: Users, other than e-invoicing, users can skip this step. If you are an e-Invoicing user, we recommend you to conduct reconciliation. Click on ‘E-Invoice (GSTR-1) vs Sales Register (SR) Recon’ button on the Data Review page.&#x20;

<figure><img src="https://lh6.googleusercontent.com/Amps_xUCVUBpA2kiWDCd-pVpljJbHJWCQa3HMlXvtd9bTHTeeFE8du4YjRk8JxI-3CO6nHXcH1DaZo0InrOlKVxChJFJj0BniVsdcuToDMuyD1qavaqWZzusAa0nd-GsvK7z6cZj42gmdgXDVALyox0" alt=""><figcaption></figcaption></figure>

Step 4: Go to ‘View’ > ‘Edit’ > Make changes in the field > ‘Save’ if any editing is required in the imported/prepared data from the summary page,&#x20;

<figure><img src="https://lh4.googleusercontent.com/zTVwidozva4kHr_mabK1S19rIA1zSg3fLalEQPMcV0QMMF1Sy2LhSVbt53DiG-TulTHBEMB84wt2qh3xIfxpNv8Ji0EkT_MqpJdTYJLBwzVpt53BZrlZHKOsMDs6-HeeSVbizaaDx17FxxLiFp_-054" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh5.googleusercontent.com/MtEaFqINaDsmZkJuJ1FXuCn_LzBFWOQMlE27KlWy3214eph8uLXtNQFwY3GJIWXVdVYTRWLh02rFeMREzQ0eMsa4SszxkqA5VdzsbgpTG3f5n_UkXgJuZFzBUghxGyXaDvpkeQPPntO_t2AjrdPvBSA" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh3.googleusercontent.com/fdXFHcFvhU4S19UcXVaqFi_90PoXW3noUJ9OQYYQs6CPP6fVJKWegTPqmAgTnfMXDzmBa1PzMDiHDZnesZypwHiD-ksv-HFfg2JOprCJT04cMzu_lJ5sAdPqp49UxCpxvViLbZW86_0qide41ZLCdMU" alt=""><figcaption></figcaption></figure>

Option to expand and collapse the section-wise details will be available.&#x20;

<figure><img src="https://lh5.googleusercontent.com/ifQVbmIq8PdDQIFMEjjR1sWJbC-6LEEsY7-ILuCD6V_niqsQ6pALWcReyNzQRRsWSsmojVuEG2f9zh11IB601RFmx9bGRNExmzjACZmkuqGelaOPLK6kSjv2tYdmrKNFTsCg9Irlb3OLGCEI57aSScc" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh3.googleusercontent.com/P4ozpkrZpsBAd-IOEiHQbQdcIuJTc8Yp548uILIE8sO06q_GdltciGizKPjmRD1qf77d0jy41zASSdUaY-t9FO2yRlR_-E4FMy7YC9CRw2FD9L3tYKJW4d7PfYmVcR35WWvQPJ2A6r-tdnuhr2b7Cwk" alt=""><figcaption></figcaption></figure>

Step 5: Click on ‘Validate and Upload’ button to run Clear’s 40+ exclusive pre-upload validations, before uploading the data to the GSTN/government portal such as Past GSTR-1 Validation, GSTIN Validation, and HSN summary checks, to mention a few.&#x20;

<figure><img src="https://lh5.googleusercontent.com/kTmeLjM7l9pQlGFcsDNyKy_9VWyb2vbOMFWgDcwV5wn8OtFN_VA7O76vM9BWmL5AFQ7Ylt-XagX0yzSMCXAC0L0gBl0EewJsXF2lc1a2dQZTk5Pwv9CI-d-k2hcvawy-rll_4-JB8-Fzb7cQ8Vq5wcY" alt=""><figcaption></figcaption></figure>

Step 6: Click on ‘Download’ button to download the previous GSTR-1 data to effectively run the pre-upload validations. Proceed further if it is already downloaded.&#x20;

<figure><img src="https://lh4.googleusercontent.com/lGnnN4H9GojadNDXSxa_MIv5cmOppJRnOmWdS05WJMg-Rgz8P0T8oV0i_5LEFCXfkJQrvAdOQd2QJMAtztN624G2oT1b-cFMgkg0tKti1FzpC3ZQuitTKSLTFzO9Bd2jqsueaYpgvbmW-hBRODjglg4" alt=""><figcaption></figcaption></figure>

#### Fix GSTR-1 Errors

Option 1: Download the error file & fix the error in Excel, in case of errors and re-upload from the Data Import page.  &#x20;

<figure><img src="https://lh5.googleusercontent.com/_fZ15gyfmR3_CfxiXGSlcu48JDpsIZd-OPE6AVsJUMNnLZXZuh7r_CYh5ZiP3SmjIRWc-Vzj-6TNwY-YORic5hqbIYXVMwbAXueODdPBeqcmL9rF3T4ArkmDHLOtu0clhgzy5deeCHaIxebOzNsmYLg" alt=""><figcaption></figcaption></figure>

![:bulb:](https://lh3.googleusercontent.com/QN1Q-eMFQLWN5Uq5vKD8CziR9W01w9sRcB5Xdw_aMUaaiUZ6p3darC8L_9v7jCThMN1se7jZPCjIUPQ_a2IKG9_cn4zoEdUXLR96jumueuzd48RphRR2kS9klEc4wabvHhD2i36C-YK0i0k41zHGpMU) Pro tip 6: Examples of errors - If the same invoice number has been used in other months of the same financial year or if any GSTIN is inactive for the selected return period.&#x20;

Option 2: Click on ‘Upload to GSTN without fixing errors’ link when you choose to continue without fixing the error.&#x20;

<figure><img src="https://lh6.googleusercontent.com/Yg4n0gS2XjJTKZ63dejJ2PA9hI7Vx-WU8O_En8H2drZxHedtoda9Z_df3a7_BWkhOUeC3ef17QAL0WcXHOBZXUxQLRAYBBmcf5OhYApUM0Vnkv7cFuUMUlAn626a9VZL21kFuCvTFxcrKwQMnnSqXh8" alt=""><figcaption></figcaption></figure>

#### Upload GSTR-1 onto GSTN

Step 1: Once the GSTR-1 is reviewed and corrected for any errors, click on the ‘Upload to GSTN’ button to upload the data onto the GSTN/government portal.

<figure><img src="https://lh5.googleusercontent.com/_l3hDjY_GkbMv6PU3jWgDpLeBSGMLD8lknkCdD4HgqnGfhUc2zsHSNRWwkv_RfKnqG_5-W5iagrGZXAnrII9QnJh5SZfneqpfBKtVAwCfVFt2Ou8iT5Wxuzrx4mqGtTB3pGmE3wy2uCjcYc5TaVQ3zo" alt=""><figcaption></figcaption></figure>

The GSTIN-wise GSTR-1 upload status gets updated as ‘Processed’, ‘Processed with errors’ or ‘Upload failed’.

![:bulb:](https://lh3.googleusercontent.com/QN1Q-eMFQLWN5Uq5vKD8CziR9W01w9sRcB5Xdw_aMUaaiUZ6p3darC8L_9v7jCThMN1se7jZPCjIUPQ_a2IKG9_cn4zoEdUXLR96jumueuzd48RphRR2kS9klEc4wabvHhD2i36C-YK0i0k41zHGpMU) Pro tip 7: You do not need to login to GSTN to confirm if the data is successfully uploaded on it! Get a complete visibility of this on ClearGST platform itself. <br>

<figure><img src="https://lh5.googleusercontent.com/WkErYr_HLYuBWKup3qQn1VnthsOlE_NgrXwMYYUYNkKqgbKzi0bXIsPb3lLfLHpGKnMo97PB-4KifwOBelx3Qeb7VkZU6ewmVtNLyyw5ipZOVaHswXaaDSQ1Bf_sGLpKhqBwK4nM2OfkwFUVLSJMNQE" alt=""><figcaption></figcaption></figure>

Step 2: Under the column ‘History & Errors’, click on ‘View Errors’/‘View History’ to check details of the upload history with the status.&#x20;

<figure><img src="https://lh6.googleusercontent.com/hAFGSoYdf8JhrHwQRFXafpucl4CxEmC93euZtksFhT6gbOJ6UNwPdzoPQjCqUWcajU2Gt0AROYsBy8fQIEmZS-o7eWZt2Sw5_Nvhhpef2CTeVqieDTBsKiwX_KUngQGQBTvPszLJyzUisWqEfLMl-jY" alt=""><figcaption></figcaption></figure>

Ultimately, ensure that all GSTIN-wise GSTR-1 upload status is updated as ‘Processed’ to proceed to the next step.

<figure><img src="https://lh5.googleusercontent.com/mIxazumlEIkkrAdB_4uJngniK1IbTiCPGbjxtxBbUzyHJsRz-vMrf49gu0PqOmY8xIv8yFjoeWSrnwykmCOY9guYAPiCcYTYrKAPid6r0tq7aJVA7xmcGh9cbw9GtlNIqRsmt7uaLAcnMBR860NSS-M" alt=""><figcaption></figcaption></figure>

![:bulb:](https://lh3.googleusercontent.com/QN1Q-eMFQLWN5Uq5vKD8CziR9W01w9sRcB5Xdw_aMUaaiUZ6p3darC8L_9v7jCThMN1se7jZPCjIUPQ_a2IKG9_cn4zoEdUXLR96jumueuzd48RphRR2kS9klEc4wabvHhD2i36C-YK0i0k41zHGpMU) Pro tip 8:  Give a final check for any differences before filing - Check out the snapshot of the data available in ClearGST versus the data available in the government portal displayed on the screen, as given below.&#x20;

<figure><img src="https://lh4.googleusercontent.com/KxOjUJX2rEP_UfRhYof5j-WNSxMUsnOqqjUasO4sIW_cJDImDKZqKuAirdE4Y-MX_L88MXe6yiu2PEpUHEvsuJU-08FQ3nNYfTHM6hffMZcaqZRrt6eC6jyOqXxRegVIIFnHjiRL0fOjT49Fj2yJAM0" alt=""><figcaption></figcaption></figure>

Step 3: From the action tab you can download the PAN-level error file too, in case of errors, as given in the below two screenshots.&#x20;

<figure><img src="https://lh4.googleusercontent.com/ATKN8GzsnFUedsEtSM51iwEO5K-ZsecNKbZALiiFjCrpjLsgUW-IFImiOLrV_CY50xRyK903ufwNwUzM3dyRctOE17hybHm_AJ-OpB8TkKHPQ-4MW4IBjUiRVUVGLgxfKmkn2dUH4ScSs5N8BlWEqUc" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh3.googleusercontent.com/VezFC_wBSfz562UR24IMrrg6XtWMu3dVDdYVE6rTJyA99SrqDM58U3pEhVe1MJeUK8XO8Yshiz_L5vU90gIw8ya_xmhPDbocvwNtFJjIBJyqqz41IiUSYz3TPoKWoJbLih17pbTG12i_BzkjYsjitNg" alt=""><figcaption></figcaption></figure>

![:bulb:](https://lh3.googleusercontent.com/QN1Q-eMFQLWN5Uq5vKD8CziR9W01w9sRcB5Xdw_aMUaaiUZ6p3darC8L_9v7jCThMN1se7jZPCjIUPQ_a2IKG9_cn4zoEdUXLR96jumueuzd48RphRR2kS9klEc4wabvHhD2i36C-YK0i0k41zHGpMU) Pro tip 9: Wishing to reset data as per GSTN? Click on ‘Reset data from GSTN’ to reset the data from the government portal. <br>

<figure><img src="https://lh4.googleusercontent.com/5q5P96KPOSKM9xRUJC7v1zPaRb_TXENdHB6S-OgZDK9B7_GbjcMjsPdUmf73XJh6eVWjLWbhK1MRHtTqH7Z0BxC-K0Ec_EbgacLSK2B7fJ-SgkuQoh2WGL4yq73XMKiyNEmkMYYRnlC7k_aM4rQkuT4" alt=""><figcaption></figcaption></figure>

![:bulb:](https://lh3.googleusercontent.com/QN1Q-eMFQLWN5Uq5vKD8CziR9W01w9sRcB5Xdw_aMUaaiUZ6p3darC8L_9v7jCThMN1se7jZPCjIUPQ_a2IKG9_cn4zoEdUXLR96jumueuzd48RphRR2kS9klEc4wabvHhD2i36C-YK0i0k41zHGpMU) Pro tip 10: Click on the ‘Upload Summaries Only’ button, if you wish to upload only summaries.

<figure><img src="https://lh5.googleusercontent.com/kzD4QyIx-1jyEMb71RLAFWk-zX4b5R52PAVMGEj9KkYnzJxmMw9Dm3qmLA-vVzra9Y_slrXf1wjBP5qd42CGCeOEh_RP6VpPDUDxoMp2UAU7Thx9WHqe2NgfRsi-At3cMZYhZMVgU0ZEpNiqZOAA2P4" alt=""><figcaption></figcaption></figure>

#### File GSTR-1 using DSC

File GSTR-1 on the GST portal using Digital Signature Certificate (DSC) or Electronic Verification Code (EVC). If you choose to file using DSC, ensure that your system meets following prerequisites-

a. emSigner (Use the link to download:[ https://www.gst.gov.in/help/docsigner](https://www.gst.gov.in/help/docsigner))

b. Java 1.6 JRE 1.6.0\_38+, Java 1.7, Java 1.8

c. Desktop Browser: Microsoft Edge/ Chrome 49+ or Firefox 45+&#x20;

(If you’re using Google Chrome, then use the following link "chrome://flags/#allow-insecure-localhost" & enable the flag called “allow-insecure-localhost” and then re-launch the chrome browser.)

Thereafter, follow the below steps-

Step 1: Under the ‘Authorised signatory’ tab, select/add the authorised signatory, as the case may be, to begin filing the GSTR-1.

<figure><img src="https://lh6.googleusercontent.com/C2-Q6wqagmyYGBGl18oFZL849SkVPXsHnOw35d_NQ1Dj4mL5KcAmBK2sEK8fpbP3dyCN25BdNbGKe8-ihcovMy8GyryFz69ibLafXD0cVTLI60gSHmmxFYflrcaGpS6eeFHLCLzd5kKdnRXq1l3bXd0" alt=""><figcaption></figcaption></figure>

Step 2: Under the ‘Filling Method’ tab, click on the arrow against ‘Select EVC or DSC’ > select ‘File with DSC’ option from the drop-down menu.&#x20;

<figure><img src="https://lh6.googleusercontent.com/mhPUO4R19DdVQPJfhoeJ4HmQvCMgEphB7bYiuWfQzz_d5w3usYonZH680ebQPf7gVR5OUE9o_8frzkFJmBuaEHdqzkO8FN6TVdsnpk9Khicz_i2DrBu3wVcYMTYW55gow3nw2_ZNBtwwZUxTL_h4ngk" alt=""><figcaption></figcaption></figure>

Step 3: Under the ‘Acknowledgement’ tab, click to acknowledge that the GSTR-1 filing data is reviewed and correct.

<figure><img src="https://lh6.googleusercontent.com/sEnQhhGfX17qfLTvvTM8BRtjecOSNitEL5BkNABdhN0Tmf0CmdD_t_x4nx4jVljCoDp8Ws4JNJw_ru9kOzWdL4dkFJRMILC2jqtrqH9al_nYs1AkyJTBy57GmKmnXIn1rKcalSw_WgSdprrZGi7EkAA" alt=""><figcaption></figcaption></figure>

Step 4: Click on the ‘Proceed to filing’ button.

<figure><img src="https://lh4.googleusercontent.com/Oc71GFmL-Ye0JR2Qc6ZbXixsk6mhMecmcoch2qqn7-Sudm-kG-8YmLiLvasK1dZs-UyNuYfMkEiui_oJoohE8REDbHFtgdkxoOkDJAN49fghbt56ZOIpsNuIFk24V5a8SK0D_YP3rgHzsaMDUwn5zcU" alt=""><figcaption></figcaption></figure>

Step 5: Click on the ‘File with DSC’ button against the respective GSTIN to proceed with the filing of GSTR-1.

<figure><img src="https://lh3.googleusercontent.com/W4BFhuFbtL0zx-DJNV8DLGNVs9CL0oz_ViK6Dc-qEeoyr-zlGIZRSJRfLzRHAJj5CkYD7At-khGydT8uLgZbdems3YDg-LodlqOdqXhRKV7b5m7ABxoeAnbRwC_V106sim_fX0tyVirzOeHSIbxCPss" alt=""><figcaption></figcaption></figure>

Step 6: Click on ‘Sign’ to continue to file with DSC.&#x20;

<figure><img src="https://lh6.googleusercontent.com/B_LkTlGJQ7p6_jWdYk4Vlv-slJLdpHXBJM8Y47K8HUJ0HpD13sA7JCvttIxXRnIfEuwinl_R2s4Lb35CtY4ncqKI_vm0BfWM1Cs5BfBAfFDB41keF1KGHUFow8UsDTDpIHNGr2WlGIrZ-msshslIxZY" alt=""><figcaption></figcaption></figure>

Step 7: Enter the user PIN and login to complete the filing of GSTR-1 using DSC.

<figure><img src="https://lh5.googleusercontent.com/eQkndvWWKkUfGG27sPYBhQiRQt3SBcPO_szTWcigjmbRqMBjEQNxqUmk2FAy8SWWwkgFNsP9Tpzsvm5jZetpmU2jOdWyoY_4TYYYFcG0isQXtYDyoQNioF6z-uSCyJRQK-m0Cr86Xqu0R_9Q81xzYi8" alt=""><figcaption></figcaption></figure>

The GSTR-1 filing gets completed at this step.&#x20;

The following is a screenshot of a successfully filed GSTR-1 signed using DSC-&#x20;

<figure><img src="https://lh6.googleusercontent.com/-M-2mFuMFe-9TqrRS_X7xoEi7XOvE_KYyeMaDN3UWx09fktQCKJ6OuY8GkWS95JqQoctFPL6szzcqJeFP_NRplnDGvmGoolHojj2ceruEYxmpTIa_PNikGJURzGd2eXgxV6t5--oBh3yftcyMv0CaEU" alt=""><figcaption></figcaption></figure>

#### File GSTR-1 using EVC

File GSTR-1 on the GST portal using Digital Signature Certificate (DSC) or Electronic Verification Code (EVC). If you choose to file using EVC, follow the below steps-

Step 1: Select/add the authorised signatory, as the case may be to begin the filling.

<figure><img src="https://lh6.googleusercontent.com/C2-Q6wqagmyYGBGl18oFZL849SkVPXsHnOw35d_NQ1Dj4mL5KcAmBK2sEK8fpbP3dyCN25BdNbGKe8-ihcovMy8GyryFz69ibLafXD0cVTLI60gSHmmxFYflrcaGpS6eeFHLCLzd5kKdnRXq1l3bXd0" alt=""><figcaption></figcaption></figure>

Step 2: Under the ‘Filling Method’ tab, click on the arrow against ‘Select EVC or DSC’ > select ‘File with EVC’ option from the drop-down menu.&#x20;

<figure><img src="https://lh6.googleusercontent.com/mhPUO4R19DdVQPJfhoeJ4HmQvCMgEphB7bYiuWfQzz_d5w3usYonZH680ebQPf7gVR5OUE9o_8frzkFJmBuaEHdqzkO8FN6TVdsnpk9Khicz_i2DrBu3wVcYMTYW55gow3nw2_ZNBtwwZUxTL_h4ngk" alt=""><figcaption></figcaption></figure>

Step 3: Under the ‘Acknowledgement’ tab, click to acknowledge that the GSTR-1 filing data is reviewed and correct.

<figure><img src="https://lh5.googleusercontent.com/1vJSBG_8J7zIp2ST1ft5GmZ-aepeoiGwUumY_1SfY7Gk2VUZISUzFAQ2D8U82PZePJFqEmEQwoM1YhRCeE0qV9kpWRCguMsjJ2e_MMu9c0PoZ3XOz0j0pXiuAaVc0qFm_rweEBDQ6vULgW83jKhfxB8" alt=""><figcaption></figcaption></figure>

Step 4: Click on the ‘Proceed to filing’ button.

<figure><img src="https://lh3.googleusercontent.com/eaX4ZxCBFKcPmFvGCeBPfFL7Hm2BtkMjG72KSVH6pCyA4hDCMFC0dkTygL2wTRy4L3keSEp_S5Fz56cWRg0TfbhLSDsgZgwPMXWsGjjG7pDoLCpwCMQzN1aTa3wHK81j4wDi-gSY7ITZm1f88_OlhGE" alt=""><figcaption></figcaption></figure>

Step 5: Click on the ‘Get EVC’ button against the respective GSTIN to proceed with the filing of GSTR-1.

<figure><img src="https://lh4.googleusercontent.com/t0FXqzA3a-RMT3BccQyjHa99l57aPko7WoltC0ugCp97gG3Y0J2vVLAJ7uzW0r-5pIrr6D-PSJHpvA0L8bhLcfUtdLpyC70OyrC0-pg_JQ-Kz7ePtxuAjaETnNubbbOi6-yinD4laAY92dRL3Uph1K0" alt=""><figcaption></figcaption></figure>

Step 6: Enter the EVC in the field as highlighted below, to complete the filing of GSTR-1.

<figure><img src="https://lh6.googleusercontent.com/1dHDEtQMArUM1D6AtJin48m8BkJYi69v5bENSQvh3Q_KluxdXsIvWPyMVSH7LwcXn63qoVHRp9A-2hsb3zsyw6T7MLr3uS_vgrBHr3yxY9XEGEABGZrcGwdLl8BiI3c1MEC23qC0iI3oi5SqsjnkIRo" alt=""><figcaption></figcaption></figure>

Step 8: Click on the ‘File GSTR-1’ button after entering the OTP.&#x20;

<figure><img src="https://lh5.googleusercontent.com/9wOpl0cnWf9_sS3-Clz8VxSdp5sLyfyJLtPk6dTSX-uIn0z4fuMsEpDV512RLSaP6KbcSC0oIkAep7acP6Own5RfL6BW-evsuhkaAHSWxKxf2pGzcy72358DuME2wBH-DHG5kjNeuLYVIlt-sm8PWGg" alt=""><figcaption></figcaption></figure>

The GSTR-1 filing gets completed at this step.&#x20;

The following is a screenshot of a successfully filed GSTR-1 signed using EVC-&#x20;

<figure><img src="https://lh4.googleusercontent.com/51IPrXLges9KMM2nOcztI7McPtF10O5Sopm84IVFTgZxGaQnKfraMz366SyG7lugN86jnW_WCWPB7QodSs5y989hEKPzPSW66lsI7MvaoyYmHnvmUbZrJTBMNbAu51L6esZrP6L5ImgIbqDHwvkA5Pc" alt=""><figcaption></figcaption></figure>

### How to file Nil GSTR-1 on ClearGST

A nil GSTR-1 return is to be filed by all registered taxpayers (GSTIN) mandatorily when there are no sales or supplies during the month or quarter or no taxes to pay. The advanced ClearGST solution provides a quick option to file a nil GSTR-1.&#x20;

Following are the steps to file a nil GSTR-1-

Under the action item from ‘Prepare GSTR-1’ page, click on the ‘Select for NIL Returns’ button.&#x20;

<figure><img src="https://lh4.googleusercontent.com/3QVa7fJrjsd53HUtm8fYgzdwKXVH2iu9PMXJl1j0JsfX2bTkw0M_HjHRScfPJ4bW9iJpkerHhy3NIK44XU2UvJ4VInteVbezd7kMbCuQMlksO3uFHhnlTFMjKNTiqrc68kTPFaosRijLU16WDtRs4oQ" alt=""><figcaption></figcaption></figure>

Select the GSTINs for nil return filing & click on the ‘Proceed’ button.&#x20;

<figure><img src="https://lh5.googleusercontent.com/uE-t_-VE0gCDQgH9CHVfEkqiRe3W1uhVsv9AVIaSJB6vkirq-XaD6nDbN1tS04wWx1xt0_R0EqjbLWoFXCD62TEQMJpQOcTvHOI_YYs6XyuIyMaiAxzKOcv3XmkriXCK6s65O1ApMtyqwl8sFFDVya8" alt=""><figcaption></figcaption></figure>

Upload and file GSTR-1 using DSC or EVC as per the steps provided under ‘How to file GSTR-1 on ClearGST’ section.<br>

For further assistance, please contact us at <gstsupport@cleartax.in> <br>


# GSTR-3B Filing

ClearGST End-to-End GSTR-3B Filing Guide

The advanced ClearGST solution provides an end-to-end filing of GSTR-3B at a PAN level across multiple GSTINs. It also provides its users with a smart error correction UI at every stage - upon importing of data, reconciliation/review, uploading prepared data onto the GSTN, and filing with the GSTN, for a quick, hassle-free, and accurate GSTR-3B filing experience.

With the advanced, enterprise-grade ClearGST solution, you can ensure a notice-free 2023! Here’re some exclusive features for GSTR-3B you must not miss exploring on the platform-

* PAN-level, end-to-end GSTR-3B filing reduces time spent on filing by over 70%.
* Enjoy a single file import of all docs for preparing sales and purchase data.
* Proactively address errors with our smart error correction on UI, such as the ingestion duplicate warning layer, mismatch in tax rate vs tax amount, and invalid customer GSTINs.
* GSTR-2B vs purchase reconciliation checks.
* Comprehensive reporting dashboard for GSTR-1 vs GSTR-3B vs SR & GSTR-2B vs GSTR-3B vs PR.
* Claim only accurate ITC with Table 4 automation as per the latest GSTR-3B and ITC claim norms.

**Note for existing users:** Skip to the ‘Import data into GSTR-3B’ section. If you are a new user, follow the steps given under the ‘One-time Account Registration’ and ‘Create a Workspace’ sections before proceeding.

**One-time Account Registration**

If you are a first-time user, register with ‘Clear’ using our web portal or app by creating a new account using the authorised person’s email address. Follow the below steps-&#x20;

Step 1: Visit <https://app.clear.in/> and click on "Create an account”.

<figure><img src="https://lh3.googleusercontent.com/wPC-4SnQSVMafuP97-6BUEc__dp7QvgFmk5LGc405SDE3fEctfourDZcmLjB6kNoPuGA5_YEA4Q8InuIA4kcq9G59xT7toLVWDaIjkVVGGnfFz4KOKRlJ2vHNJLg2Nc-qeUQI2Zx0AkYAGfbX35pB4A" alt=""><figcaption></figcaption></figure>

Step 2: Verify the email ID using the link sent on the registered email ID.&#x20;

<figure><img src="https://lh3.googleusercontent.com/mWbJHhFvfV_7uVHYQev8yJzWO16PalrFRlTW1pJti_aTHyRgzflgovmcgSw9HdkmePxH2OWBrEIc7BbYvgo7iOmZsejnNXKhLCU5cLKSEB6fS6uY5A5t6v9oyqGohbozpM7cbOBLy8bwotsJf3ykt74" alt=""><figcaption></figcaption></figure>

**Create a Workspace**

Once you’ve created an account, log in to the account to add company and GSTIN details-

1. Add legal name, annual turnover, ERP in use, and products offered by Clear that you’re interested in using.&#x20;
2. By entering these minimal details, you’ve created a workspace.&#x20;
3. After that, you can add GSTINs and respective business names.

Step 1: Log in to[ https://app.clear.in/](https://app.clear.in/)

<figure><img src="https://lh6.googleusercontent.com/Ko0sx86VJJjoLswUTiQbCrjiV-COrcwjcrU2lX7bO6Q9UKXNHUoioi5nU5Yj2j8lDjzz5Fy7YfYCVI8COSZM32cRIAp5Dh4FgfZZ1x5O5EeHb2N1Op96ar9xHTfqqKjLUb36xpZLSS-vpWUwL6Fn1EY" alt=""><figcaption></figcaption></figure>

Step 2: Select the tile named ‘GST’ on the launchpad to open the GST software.&#x20;

<figure><img src="https://lh6.googleusercontent.com/ijhZRwAqQB0xy0Q78hjjfgovvBC_bPwq4YPxEwIgp_Iy0PtFfWwoSgts7icoh_Bi0bA72P7R3C7JzQ02Zpa7-VLISWfPmGnKZdph4zmMddIwOQk9ddTuAwY07GScT0jP2pK8mN0Uo-yjXgs63TONNvY" alt=""><figcaption></figcaption></figure>

Step 3: Click on ‘Add GSTINs →’&#x20;

<figure><img src="https://lh3.googleusercontent.com/lOd8pD_ay2QMhohZ-D9L8wf9qnuldrQoFBptzR-0jh0P3YG4HVZFISOoxm8SW5FVQdf5LIbcPpXT4V_Aam41ML1TOuhEB80slJt55sW6HwUMkH8JWyQeZnRhtOWvb75BHhOgV9AKxfv_TyaA2-9ax4A" alt=""><figcaption></figcaption></figure>

Step 4: Add GSTINs, and business name, and click on ‘Continue →’.

<figure><img src="https://lh4.googleusercontent.com/KuzK4WZRvlp7ACufiWXfEPAtUktEO9h3dSxouOtOaofyH71lA3lnm9dA46dNcp9L_mhIHvSY9LKdh6pRYgePLU7VDbF7AdxtSPN174LomsZRtWgUMzAw9u1uvt7X1vZgbqYIAaYyskAdgMsx1o8btFc" alt=""><figcaption></figcaption></figure>

#### Import data into GSTR-3B

Step 1: Click on the ‘Filing’ tab and select the ‘GSTR-3B’ tile to prepare GSTR-3B for a month/quarter.

<figure><img src="https://lh6.googleusercontent.com/HVpXBq28NtCaG4Oir6ZtnKreGgDScJxzW3uoGDROwcAbMG0nxIjvD3wdsTqvaXR04BsYbNL-UNJePp51zQghq3pG2iajDo5zZ3eSoSxNohvR1OJnXu8scJhe36AJNJGUGHRLXH2th64HsIv0JMolLiU" alt=""><figcaption></figcaption></figure>

Step 2: Select the PAN/GSTIN for which you want to prepare GSTR-3B and select the return period.

<figure><img src="https://lh5.googleusercontent.com/BeE_ujLTR_ZPsQ-EINm84fkyAU7MWoBiR3BZb8BVXizqt6_MDU_qhHS9thl-LPSpr-9oiuHsM_1g-vn8kcxebwqdh1K3Fn0wfc4MMsRvXlSxWO5nqDW5idw6EoMSoAACc_eKVe1_O8n5vMnu7mvP_j0" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh5.googleusercontent.com/Fos7iHsPHKsHE03YbLXBfFMb1tlZSq0TWrLDVVxXDtrgX5oSfTzDJA8NqnO-7UAXzvnIGcJV2F4HvfBL8TeD-5kZpfVjmD0dqQCmwVs-Rzxwu8lr_wAIr5vaB6yc0_8AzJDUuci8jqb0M8yoO6_cK9M" alt=""><figcaption></figcaption></figure>

Step 3: Connect with GST Network (GSTN) and activate the API by OTP verification.&#x20;

For this, enter the GST portal’s login credentials, such as the username, password and enter the Captcha (in case of a first-time user).

<figure><img src="https://lh5.googleusercontent.com/-0vJT3HOOieNvzihbClP1KllJxjVAUK5CTltS4tEQFZJOTQtySdlTnHKEZ1hH6dEZrLCIGQqeVS74mBt2U2A6Ibq5rMoH7JBnwx13by63YUXZn8T_w0UQX-aad5tMNLRUNCutLE_BPgWFiCO4H99-q4" alt=""><figcaption></figcaption></figure>

Enter the One-Time Password (OTP) received in the email ID and mobile number registered for the particular GSTIN.&#x20;

<figure><img src="https://lh6.googleusercontent.com/_P4r2vU83QxrOHPFBE7fM5cruy9OOJaxZ4UQ3VJWOY5Btvqhy6K-Wo7P5Sx2vQwbQhJiKPL8MGRZaeJF-mOSGohZVx5Ub4AgvAGSkxycD3wS9Rl3SEvmKMGzosXdXObFtyidHtRWBSXCEs2Jppno7UY" alt=""><figcaption></figcaption></figure>

Step 4: Confirm data source to auto-fill Tables in GSTR-3B.

**(1) Auto-fill Tables other than Table 4**

Select the source for every Table of GSTR-3B to automatically fill in the data.&#x20;

<figure><img src="https://lh5.googleusercontent.com/lOhqjjg6dKEVu0qLh6dQiFzvtwV41sBrcpApKzsQwGDguLh69y3jKeogutmeEc2yi2OHOUbxBmo3rexhDXPqPzXdcjREE58L08dH5donqBDQHPdTsiXKXJJLPfl4-ViIHDRVdGaaHRlwNzqc6sdt5M0" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh3.googleusercontent.com/mtzz_FKEQM3emkP1T6xxd2ZUO8t9g2bYupd5Kq7ZTfFwthPaEPcVg79lsSm2YnHK0tcNvtffAWAYtwfuP1jjkfIUo_738iTm1DrmO7DSNX5BEdlMony3G7bJ8Sc2QpYUzr4pSOl7WpyOsmvT49DXPcI" alt=""><figcaption></figcaption></figure>

**(2) Auto-fill Table 4**

For Table 4, automate Input Tax Credit (ITC) claim journey by choosing the data source as ClearGST solution’s GSTR-2B vs PR reconciliation tool. Click [here](https://assets1.cleartax-cdn.com/finfo/wg-utils/retool/6f97f654-687c-49ac-adde-f4789cb2a661.pdf) and follow our detailed guide for auto-filling Table 4.&#x20;

Note: To reset the data source for auto-fill chosen in the earlier steps, click on the arrow against the ‘Actions’ tab and select the ‘Reset’ action from the drop-down.&#x20;

<figure><img src="https://lh5.googleusercontent.com/q-PLnOkI4rLJneT9RBotqEmZK-1Z40Oq4twEjY1fEt480udpepNeYXMKrxvCtyuvftG522jo2cuNJkvgU6_BShx6NAglFbm9DQIY0npuxTdAT6RMX5kRfN3iYnjB0PbodbmZ_A4kltrKFw2rwCBmClY" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh3.googleusercontent.com/siNWj4n1cexZPblhp07ifclF_m_xFHxd-Rszrge52lsse5pCwcCOAnNnhALNj7FapaDeg1p-j7MwtgPVleBYBg6E0JaWUgl_wDoajM5j4HozUgKS5aIWZhydQVPfZ2uKl3dYfnYxjGnFQnF_bgV0pa8" alt=""><figcaption></figcaption></figure>

Step 5: Click on the ‘Prepare GSTR-3B’ option to view the form after confirming the data source for auto-fill.

<figure><img src="https://lh6.googleusercontent.com/3rFgWm7dRrfGjVOKimQVHtrp4HkVfF_ubsPzMFtoUqyXs8eaLLGC9Mu7O-_Tx0deXU5k5T-YoMjRQ0iJeD0cxaMY5f0_ggS5L0YEDVjaEDI29Iou351etmpiJFIYhKjvMVAgX5dye4PAn4z-dtVAIEU" alt=""><figcaption></figcaption></figure>

Step 6:  Click on ‘Skip’ if the data is already downloaded or ‘Download’ to freshly download the data after connecting with the GSTN.

<figure><img src="https://lh5.googleusercontent.com/wgFscpKvaR6KkHpG1106JksNzouTnme_RyvxLTMPmqNvT2We_gB_dQByONk1CP22gDMSuvI2Aus6pPfvEu_LkZfG5mOp25caD_7oGj9C9DgbI2WnHO0Px5kSlbLNUrdgeJCRf-E-5763Twiq_hI5u0Q" alt=""><figcaption></figcaption></figure>

(1) If data is not downloaded

Click on Connect & then Download to download the data from the government’s GST portal and auto-fill the respective Tables based on the auto-fill selection.&#x20;

<figure><img src="https://lh6.googleusercontent.com/88Ey86VfqHn8q0V3hMXRqxvcnCP3jAYZAonnGyBju9diH8uqhx-fCCJ55LJ6AC5pycI-1BK2Pj2ehkZ_91epv-eXJRbrQ2-wJC22A0TRjosDdXm8uphJjmePMD9NgIeIOtqKvDPy5y3iTZAVCItKw-k" alt=""><figcaption></figcaption></figure>

A snapshot of the data getting downloaded is provided below.&#x20;

<figure><img src="https://lh6.googleusercontent.com/knv-bO1HOMrd7lFDN7-WquV6Xkv7c-n-q54VGl8O4OC0egoCeuC0liXcJlwbZQX1yfq1GQscUWA6jIzAGcC3XcPuCuvn1dl5M0QUm8ue4UW_SXmz2924BegBehkaFKNCnl1BS9rwxUtW2Yn81g5BGzY" alt=""><figcaption></figcaption></figure>

(2) If data is downloaded

Click on ‘Skip’ if the data is already downloaded.&#x20;

&#x20;

<figure><img src="https://lh3.googleusercontent.com/fu2k5TXM9_uzJdKSmT4cygKUjweO7t8en5atsbRLEx-kBelJH_g47_xX0TpJf8dSXcPvVjzYWZPDE-tjB6GFaBWziREBsJ3E21uVE1e-e027-jwWZSWyCsQWuw8EluljquWH0Vc4o2nE_M6U_cr0dFY" alt=""><figcaption></figcaption></figure>

Step 7: Click on the ‘Import File’ to import the sales/purchase data and GSTR-3B summary data to auto-fill Tables based on the selection.&#x20;

<figure><img src="https://lh5.googleusercontent.com/nbUlGkkUtgu0ZHiW1NkPY8Y5YKcew_5s65MSPeU7Cko-UB2NmHHk3rUySYuav0YgOrOjNFvLptlPDtsgC7ua0FzxAvKLeDg9HY4c_y-6XApGSN_SrNQabcWRCTpzMz1S7MazmAEMIHdBm3xi-2fItQI" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh3.googleusercontent.com/U_FLExSEb16n-QFhP16uEWBFxeGxsfpmGT3Hf63prMxvJJX12-T2FpTIU_uFdcqDiOK9Y6g61AO8-OnPZXfzF9eJpRvZZBpG9B0OJiTFA9tVCxOx8S7fuEzgJ7oltbNdLoEPspaqfyIsQrdMkkZpNfg" alt=""><figcaption></figcaption></figure>

View a PAN-level summary along with GSTIN section-wise bifurcation.

<figure><img src="https://lh4.googleusercontent.com/EqYcqUIqGmEcdSFMX6V_RglggZJcm4yRxhlf9FoSJ16CPb1UZdSBom49eNKKznsTnV6u9llfZdZFs-3wBPbBX8rXWyTDmES3nT4B-ixJ_TRwVLPLz2PxXXfRYesnrulduRWI7LTUUAJVlVvqyojsLvg" alt=""><figcaption></figcaption></figure>

View the Table-wise break-up of GSTR-3B by clicking on ‘View Prepared 3B’.&#x20;

<figure><img src="https://lh5.googleusercontent.com/7-G_2t19hNlQKI3T8_k618gTZUBwF1Lq6CXP2jAe5PoAGdBdzUBZCLEn8wogN6HQqI47wLsYrxxWxaSiIq22q2c8gC6rNKVEet5367ZzwEiFj4Wv_XFde26bfNbSmPQzi4JvqHbfKVkVCt16wusWu6E" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh6.googleusercontent.com/1VE3BBJaSUEP_-oQRs0ZU7JNlfX8PZATFE4bP7OdGM_G9geZCH1xaXCy51kGukgKh3KqoMmCBi8qjdASR7RNG2V837Os7a-X5j8C7adoUpjYNd-eii0Etq3LI-RBBRn3is29A5zI4XExtm-GRPOR1Xs" alt=""><figcaption></figcaption></figure>

Step 8: Click on the ‘Edit’ button if any editing is needed after reviewing the auto-filled data in the Tables.&#x20;

<figure><img src="https://lh6.googleusercontent.com/DLONImCjM8aXu05GguP2hUZa8UEr1Ifuloi7iqOXm8duThKbf-_XmgwiVCCGUMCCgEp2w39kfvS3JVMSpXSrMQwDJszZ-o8Ed4iKRQMwk6H9hXBPl_RdAXxEqtKDWD9BCWPAQnR_mD2XG8wYnPxr9IY" alt=""><figcaption></figcaption></figure>

Edit the fields > Save.&#x20;

<figure><img src="https://lh6.googleusercontent.com/0KB1LMOLbpVgKzw6EH4VBmQQAUc__c3WHBaTM7o7UYGpQRZRchgBdXAvqD0L0CGm4_nW8LfER_LKfkXQuoaxN9U9FRR2Zxkx7RxBM2rnU8n89ijBQeXS6C7V0Y8kXbMrD83uP33ego2PfnH4U3YURm0" alt=""><figcaption></figcaption></figure>

Note 1: If there are any errors in the edited fields, ClearGST solution highlights those errors along with the reason.

<figure><img src="https://lh3.googleusercontent.com/w0V9i5hFajz1DVPiHxfQsRarJEiMMLiAZYxT5FUQR2nZjghd2XmHvWxHjncpjniwYhBb30JrTRrmB90ucrlOggXjhdui084mqz69BsvXQOcr0VxBxjTycrF1vwSm7aI6QYxlHd7SV3x64xdW75qpGdc" alt=""><figcaption></figcaption></figure>

Note 2: Click on action items to see the values in the components such as the IGST, CGST, SGST & CESS.

<figure><img src="https://lh4.googleusercontent.com/JFqofr4Hh-sfNDjicjlfRO4IXT0bM4pcuiwBRMMwYUgog53VfyQIin7WzdeWFs9hrLVmSvX3iIi9yDNK7HhW-e2hqjzJJXvpGc_qCE_dEW5qF_DWooT_DaWaJhmOQIHH9f7cce0Q5zroDgpMaDKAu-I" alt=""><figcaption></figcaption></figure>

Note 3: To erase the data from the Tables, click on the ‘Clear all values’ button.

<figure><img src="https://lh5.googleusercontent.com/Dp2G2sAq-uHRLucTNGYUOuyQKb_tGhszsuXAZ1cGtPliaqhC-DmCZfWx7Vr-wns9NgyFG7eQG0Lo14hwukNOeBubyaixE10wLUqJP3tjNaHQKJ5a7Yuz5G1tlGG_e81gpB66FDl2umpDm1Qrm6OOXkA" alt=""><figcaption></figcaption></figure>

Note 4: For filing nil GSTR-3B, click on ‘Select for Nil Returns’.

<figure><img src="https://lh4.googleusercontent.com/RQG5hXwkPe2LuKmDdcnWnzxm9Q_50-PwhTlFOa1Jsq9OeRcYt4lr-NfJHt-TbfkdKk0Y-9krYlC69YOzHfz4pNtB9PcdbZZ80hVa-rZiQ0U7Y9VY-NdS05t02fFgDwtkNSTsml4mRZdMUivSpvsLKpQ" alt=""><figcaption></figcaption></figure>

Note 5: View all the sales and purchase invoices by clicking on the ‘View sales invoices’ or ‘View purchase invoices’ buttons, respectively.

<figure><img src="https://lh5.googleusercontent.com/2S0XRowK4utargXW2kzJdiYuEy9K5VCuq0ljdkTGpayYtP_xKQ8DgAZK8CXStRz3I4XhUq6LP23XgJgMPpIMc1cLkbH84PTUBQsR8j_-jgWLf_pwQ9XOm1lEvDgaOxQ3ydeeThQoUnaKQfBIsM_UKJA" alt=""><figcaption></figcaption></figure>

#### Run GSTR-3B Reconciliations

Click on ‘Run-Recon’ for reconciliations such as GSTR-2B vs PR, and GSTR-2A vs PR before proceeding with further steps of GSTR-3B filling.&#x20;

This entire section can be skipped if the user does not find the need to reconcile data.

<figure><img src="https://lh4.googleusercontent.com/LO3vXK83-bM5EE9gC1dOy_S1R4oGR9tu2nPgRhBHEkMupWkyCZ-0_8YBLxkBVj6w7PfDnpb9vot6WPBvev-7spqj7F2C9aO9-PymdzmzN-yFkw8SXPgq02uFeTGK_F0QSYvqqtNk5gzDBxp95qV6AhA" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh3.googleusercontent.com/1xySjah_riny0Pid8gTohD4ZVZ5xPjIndPRzwQglF0He3Pya0IB0Uym6ks0B9XuSFbbCwQLS3qimAlokSujHAYeBIjkUJiEebkGzA0BS8au_ipPixqEQWa269tgv7MxpbdfEUPf30yvb7SmQyC9C0Tk" alt=""><figcaption></figcaption></figure>

Click [here](https://assets1.cleartax-cdn.com/finfo/wg-utils/retool/6f97f654-687c-49ac-adde-f4789cb2a661.pdf) to follow our detailed guide for Table 4 - ITC reconciliation and to review the auto-prepared GSTR-3B.

#### Pay taxes & upload GSTR-3B

Step 1: Click on ‘Review tax Calculation (All GSTINs)’ to check the tax payable after offsetting the ITC.&#x20;

<figure><img src="https://lh6.googleusercontent.com/U3jtAyobcVlVotOMlPQ7-N2o9_RJr3Lqxkc0jyD4ReHwGXuRPIImLEwOTytky3fatwC92w023njKmdqJRPzkU8EVOGmE3gfDnzpwTfgsO4rDqwWVnN70Rx1087R95tDZ5rYgaFezTyniQYKG7CwA3TQ" alt=""><figcaption></figcaption></figure>

Step 2: Connect with the GSTN to fetch the e-Ledger balance (if already connected, the data will be downloaded).&#x20;

<figure><img src="https://lh6.googleusercontent.com/Qa-hKm6AJZ3iACoV8TRGPDLxqgeBkFVZ4p0NvqkfIkCyBGpZfhn4VoDSKnNZlDtj3ql39SjGSdE0mNN1pJKvHLcvVytkFqU--YGds2VtSZaU9bTUzHvdcXJ5HW0Aenr7_AqbBrozDxSU9O8HI3rM9b4" alt=""><figcaption></figcaption></figure>

Step 3: Under ‘Review & Tax Calculation’, click on ‘View & Change the Tax calculation’. &#x20;

<figure><img src="https://lh3.googleusercontent.com/3q4TWa03syLVkAGfp9y0Ezn1naJfAHqp8AEmlfP7-zBn-G6XGomkmz_u0oCQGArAXdNLD0JN5HOAyBAj5KMBtZYwKRSJQvTDTPSJwXa9-uQ7CbNM461dj7IXJeUEUt_3c31sCEdtMBKXDdBXeZfHndE" alt=""><figcaption></figcaption></figure>

You will be able to check the tax-saved amount by using ClearGST’s offsetting calculator.&#x20;

<figure><img src="https://lh5.googleusercontent.com/ryFizChzRrJiNNmqmyVOriF2nGUIM1Sh21zPaFktIo72C2TO26vfVpxdgsnmqNXE8siiJ1dCdzEc1T69muAbrX96cwXkD9WOnE9cV3lGtecmEV06pClGtLn5IPDX_uhTVJrZJhidAexFBlFxF352oOs" alt=""><figcaption></figcaption></figure>

You can also change the calculation (If required), three options will be available-

1\. Clear’ calculation,&#x20;

2\. GST calculation, and&#x20;

3\. Own calculation.&#x20;

<figure><img src="https://lh3.googleusercontent.com/338kBeqbl0FuzYk3o6GsWEaO3q0WYLmp5Ees31xM2x6SsNK2DD6X0m5wu1v3Q4fr4X9m4EvwPchPSGXiVc_Ubn47RPzvev2GmtHFs-WyZdCBxiokKVbPFDNsCiWic42EwEuK5gznGlKfUgNpZlBJd1Q" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh6.googleusercontent.com/j-QQ5LKUTMrPEZ15iSRo8VRKtN92DgEzZ-ncCURffR9JNK-KzUpcOyRtT_-IXtGB5ZmEyNXvv3k8oFBkEcVkSW7-0C4QN8l-aXqhCsyzGew-_ZZAtl5jWQKmqyTSni2jHkJvVBxs-aq-23L49YfNsdE" alt=""><figcaption></figcaption></figure>

Users can switch the GSTIN from the same page to view the calculation for other GSTINs.&#x20;

<figure><img src="https://lh4.googleusercontent.com/ykyt-mhLs9XxeTzu53vvyt-DmeZ2mH8nJqcIMpqAP43Ycsf-37k2TMD7ZlADcdkxf0qhP88tC_fZeA5VaVh75o8FLpjGuab_YbiKuYmBJRL7XtKYL2mHTw3UugsJpnZrrIrZFEu4Agzu4C1AMjZMkn8" alt=""><figcaption></figcaption></figure>

From the ‘Actions’ tab, the user can refresh the ledger balance.

<figure><img src="https://lh6.googleusercontent.com/NlIJHSB9NxLDwNaId3EsvsEDuh_9sMElOtMmceUMUkR65csMh3cJQr96xI8wQYgVhmFjGDulemrpoPucNCGe4o0FDm0swOhEa-SQk7clWmuQPJBshzOpMk2LYS4CQujj2gmAVxuxGXz4yItVU1fNpwg" alt=""><figcaption></figcaption></figure>

Also, the user can download the PAN-level GSTR-3B Summary.&#x20;

<figure><img src="https://lh3.googleusercontent.com/oMIoJVjhfzSeGSO-E6vc3NfnRBq7bXDM275le4SNRuBpZe1nZyvj3fswA8StSasUz04I48r0sAEBqKOislruDwRDQ56bUn9tMenQSxRAuOwsBoBG7x-EZnMTjKXHITKH2jDGlgoWeI3Y7zb9q81kHyU" alt=""><figcaption></figcaption></figure>

The user can expand the amount section to get bifurcation of taxes in CGST, SGST, IGST and CESS.&#x20;

<figure><img src="https://lh5.googleusercontent.com/z60u4348ll07FxcyA5FWWPNVqgvx9zM5tvZTMVjsNxDe4bcmxbqEezFKYfTsn4qXDGZrDJO2DRrwUy5uFi6Ge1GadT-RMviGI6uk1GwSu6tjIs51k8OeJztE4ULjRd25SHpOkdKTIu8XrognUfziFGw" alt=""><figcaption></figcaption></figure>

Click on ‘View Sales invoices / Purchase invoices’ to view all the Invoices.&#x20;

<figure><img src="https://lh4.googleusercontent.com/F9FNuuRzqE6pOtcAr_vz_3TZur9XlvduLLjZrx7Ur8YoFSai9vdxYWyVh7Q4kZk6IBBNPDJ33u9TvcSEpu0TtmfVExbWPB82w3g6t1cLxRFeyxJPcD1tIweDmgcityhR5XF415adEN7tuF_VUaZggmA" alt=""><figcaption></figcaption></figure>

Step 4: Click on the ‘Upload to GSTN’ button to upload the data to GSTN to check the prepared GSTR-3B form.&#x20;

<figure><img src="https://lh3.googleusercontent.com/4dNSWpFM7nTY2f_sdxys2Ewu-2lO2A_rvEnblUs7cUWVo3ZRifdAlBfDDxlozirmkckYDfdME0cixVRwYjRV0cBNq5xM6_7obd1a3lgU-Puoh07EE54nflI_4boG8fTsjDvYeNWIJojggG_D5Bgh4ng" alt=""><figcaption></figcaption></figure>

Step 5: Click on ‘Create/View challans’ to either make payment of created challans or create new challans.&#x20;

<figure><img src="https://lh4.googleusercontent.com/7UHiXxntBB9O2kpNui3xbgVtqU-zlYFlAqqq1eEPK8fZ8Pp8xFseCTGYkWYI0Bhrdhjs9rlHOsa-1aBKdNMbkKFXHWw12QnJj1aJZcBnU3JTYlcT1qf82uk9_LJUdRgemeOFEsPFeuxe41hN-jYzDDE" alt=""><figcaption></figcaption></figure>

Step 6: Click on the ‘Generate challan’ option to generate challan.&#x20;

<figure><img src="https://lh4.googleusercontent.com/bTGqtcVZQC7tOM7XRftjWXl9k3-2sLKaJ-Zew8_sslKrH1E-CK62Th3iwP6mruYoA938RpS2dC-azlZeyBYfvcenFwoEF-8t6KVQiOq0TIPamlXLonHsptP-jy-WJc3-6p6DVOsFjm-PPWacQHkO3bA" alt=""><figcaption></figcaption></figure>

Click on the ‘Connect’ button to start the challan generation process.&#x20;

<figure><img src="https://lh6.googleusercontent.com/37Wm76gvlWp12Q8qHKYHAEfCnBdzFOq0d2gAdFlbO8by28Cd_lE6oTzubS5E0rpOVobg8iru3QrCpMr7HgoBXntyA6PSmHP6kxDq8sugU8H-HJUhuuDvPwyo7XN-k7xxBbHu3Zl04d9CZnK9BtN1mQQ" alt=""><figcaption></figcaption></figure>

Enter the GSTN credentials that must be updated with Captcha received from the GST portal.&#x20;

<figure><img src="https://lh5.googleusercontent.com/VShfS0Vh7JYXpAZVsB1h-xB6PmSiHb52Y-dgjQ6bDm6o4gIqNiGLEvqwKQkDzavP2_6kCyhiaeksNubvp-A_CgUaH9NDofbZ3Lmtw4cPMQY8bLHS19lDFuMzMUYz-JfgEOWHCYTDLPMgRbCAWaanbdU" alt=""><figcaption></figcaption></figure>

Step 7: After filling in the details, click on the ‘Generate challan’ button.&#x20;

<figure><img src="https://lh5.googleusercontent.com/Wo8xp8Qf2EXp0qc08z1g8EndQ7Ekwtlvu1jQn-ddMFBjjpit9fryR7bL3Spq0yZ9LhNl0kdUKXudDakxi3Idjicgs51FSlFMqu65l8Du2fSsk7aiMNh4qblpcvjRleXfWxIzHyw8dk_CvY5WkkPrK7I" alt=""><figcaption></figcaption></figure>

Step 8: On the ‘Create challan’ page, click on the ‘Auto-fill challan’ button to get a drafted challan based on the offset results.

**Note:** Under the ‘Action’ tab, the user can set the payment mode and bank details for all challans in one go.&#x20;

<figure><img src="https://lh5.googleusercontent.com/a-RcK4-zFRsScACutgKb48EW586CkCxG2wGKZSdKSoSHSrePYHVrxvEgZHm9GKaE8gZV64hqchLhkG0Ighfam85wMAHOj8u-DdURE-t-unWlCAy10eHNVtgrHiZf2hIkeleUeYkNB9N5gnoNttbFp5c" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh4.googleusercontent.com/8IOkMNSi673oIXy27OwhSjRePECJ8yHPhHZHUndLTmzyCiH0KwHQBkmqZddqp_BUEGKPOWKYGQ1bbYGc1AJG8KgK_ztlvniEgI5euAoWMfX6TKyUZFGdhoaBNL91TX8x3zVC3NP9ByjEqkY4wW6FkI8" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh6.googleusercontent.com/wzyHhDIA7_fDWmx5LvwJdjS0nJ0lNwHJyvDIw6XVKKodMKeTpeG6NtP0NkiWWHh-se4nBomVp36-WkvTwAYfN2UN_1NN2ioXe6e2gtb5MphU2yQYlM93ERxMVyD7f0W162pStRrdkuolqRPhtj01N2s" alt=""><figcaption></figcaption></figure>

Setting the maximum amount per challan.&#x20;

<figure><img src="https://lh4.googleusercontent.com/5PbMxyxAebYw3nKZJ-v8ignXIC3xfN6g-5q7xTcCBKE9No6iV0btymqxG9r6Lf0VTteAvrLpBaHwrZFs3q2lEHzFVlOxKtHinXubzzlEBOQzdOb9B--nIpVfx2gY_BBRL54IqhwK1Xp1QMQmjSiD0sM" alt=""><figcaption></figcaption></figure>

Downloading the challan data into CSV.&#x20;

<figure><img src="https://lh5.googleusercontent.com/Uti6VYhJs7Hd4b8utypqZ2AGFCE7pCuQ_L7rf1znOZu7lxFqClFUleNH2Ic7C0HT9cShYtlB6hlR7_1ysm1OxSvhEeZsyzTkl00_N9TZF4GbcOw2w9tWP5OzUvwCPXdYb0Fwcf1pumWwyXDfAlASnso" alt=""><figcaption></figcaption></figure>

Note: Click on ‘Delete challan’, to delete the challan from the challan dashboard.&#x20;

<figure><img src="https://lh4.googleusercontent.com/7PkQlTcQdQ3z-jNqstovDrJ0XfJWHwT4_gFOTBHJulJ9Y0lg8d63kZ5o6EqsblgDoYnMWyRKfr4Je6IrHmwYEKSBoC_-e_wrT2ORLFRaA6NE3rZQH_hIVCCTvCKhJRCb-_hMSKw9L-P8qDzqaImlIEo" alt=""><figcaption></figcaption></figure>

On the ‘Generated challans’ page (If challans are already generated), the user can download it as CSV/PDF.&#x20;

<figure><img src="https://lh6.googleusercontent.com/a1Uejs7VYV8QcFfVQTsvw-SpI8k0ydJ_P_dEijt6zD0qVNw70LyUFQnR8XQzdqo_t_CozA_Y8Fv4UwVQHxhfYFO4gD3ZwRxmYQUJQvAkaMMgS3CPB8FVHJ7dk3QEjjgx3N6VfkYucFRKXwqsWF6Okmw" alt=""><figcaption></figcaption></figure>

Click on ‘Refresh Challans’ to fetch the challan status from the GST portal.

<figure><img src="https://lh5.googleusercontent.com/w87gIyNn5E7QR3vLPqlrcaYxri9WAiBa99B9ydg0th44OGbbIHVX-6FYqJGACHsbg_cSYDpJJ704hcpw4CvQDAT_67ty0NkwObVflOFc61IzIQB4eX4Lk6bwELPEXEsd6tsm4MqTXFRxdyjM0h8cqj8" alt=""><figcaption></figcaption></figure>

Click on ‘Get challan from GSTN’ to get the challans available in the GST portal for the selected month.&#x20;

<figure><img src="https://lh6.googleusercontent.com/qYxT_w5moMeqRUW0l88Af7VkLzwbMolbNByhevEWkA_c8tYOFaJ8qXgcFnvnIl4ekq6qU0z8aJDsBwr_F-o1x9Lk5PPtnrjykmFnnTjfMOeB2eSw_Q1LFySWWcqTyfyofZzCr4eAMQkv5JTOs3sZuMY" alt=""><figcaption></figcaption></figure>

Step 9: Click on ‘Upload to GSTN (All GSTINs)’ once the form is ready with proper offsetting.&#x20;

<figure><img src="https://lh3.googleusercontent.com/Wl_PPWG1e-y6q-ohYPCxvKE6JtKZBsS7XIy3lN5yELSvo6dA6UYYbjbkBmFuwBVjOKJ9nxJDzRLVSRQ66kItHbmf8CEtGowgKtnD3zMRvv9Zf43zfFO_4tWtNdGuOOKdxL6RfFUrme2Z_we1wIvI5AQ" alt=""><figcaption></figcaption></figure>

You can also retry uploading the data from the UI if the upload fails.

<figure><img src="https://lh6.googleusercontent.com/KKgnmfCzWLtu6lK9Q2sCDUuQrfulSpJS0s-FYTpYkaS38laPC2Nx9VANjpDwdjh3xkKmZCzo6i-hBXYrypNZuGzcoMLpmv8QhFVIPRuqNAXOz2VRLj1UH0E4expcIV9gCB3bVa9qWFXnJbxwyfndABQ" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh3.googleusercontent.com/byO7yOIPTy9-C6QZYOOI0xiGAnF38khvZOoz5FYTIMXJLKTUnu72f3zUFC6RHKROeuC-PkvdgZVpKQj_tK9LS3qMp_567fftqYCLU-q7uJoMdFnmo7L6FmMhFBwx-L7lwMYlsUrqzQ9J0hIY3Vunb_k" alt=""><figcaption></figcaption></figure>

Step 10: Once the data is uploaded, click on the ‘Offset & File GSTR-3B’ button.&#x20;

<figure><img src="https://lh5.googleusercontent.com/_Qq--80a5i5PAOxCd3QcCYazs45ulAN6krpJvsuTDSrbbhWvAiiA8h1zSmPvXho4sKvp1VxkWoQSnjBAJLQgyL0p0_bXDsfO3oKSV3tUGrbLCBliuxAkxCDKdy-OCESct7qSXrd_6tI0XhyAdO_L3cQ" alt=""><figcaption></figcaption></figure>

Step 11: Click on ‘Connect’ for every GSTIN (one by one). Enter the GSTN credentials and Captcha to proceed.&#x20;

<figure><img src="https://lh5.googleusercontent.com/sdomXEA0AjZZv9WfyCnWlMh1SsjVWL9koawSEUPcBKDDQ4maW4U85arqFDT9WdOi8DmejxkpJ99saturI2X6IkB9O1IRcREEuQTXtdou70P37_nfL3t1x_dkyINiLYABx8Vl3wBFcE1VStKm19cSWnM" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh3.googleusercontent.com/vv5ungfllRyhdEJOKH08Oqns1Y27HZOGJBbqCl01MPD9VkC7abkcB3B3arJRrWJKGcnit3ncmjnrudB36eZm9yrmGZmFgMLn4Mz0X_z-Ts57ejFE5i4kKLRC22wL5MqgOjeGNNOzAKBz3jfyr2DG1Zg" alt=""><figcaption></figcaption></figure>

Click on continue to offset and proceed with the filing.&#x20;

**Note:** This action works as ‘Make payment post credit to the ledger’. It's a non-reversible action.

<figure><img src="https://lh5.googleusercontent.com/V9WXe25ELFUfs0yrjQ5VvKqceyjnSDIxqbS34ib2G00CNUzs9kZbudvPXVCN17KnKvqby2OOFOXscrgrvYbR2sAt7hjUxyp0zy-kGRjoWx7ZRzxrU3T71fchyyq8xMiq_t1uvkSD60iCOd_jSKfHR7o" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh6.googleusercontent.com/zGw6ceXlWjlPlcWJwnY4JPVAABFWMO5ltPOvjogoJeXSHNBOLFrhLM8xPxu9KKtUCwq39oRA98U5RU6Ah026KFgxB7LBNpbbFcNuFXrGifgQwdmOqYmOxhU6uB3MzJZnUFNGknjKBLlY8H-gHkD-N-g" alt=""><figcaption></figcaption></figure>

The below screen appears when successfully offset.

<figure><img src="https://lh6.googleusercontent.com/7Clc_WBD0xIqu8tmcF-ezh1TCqQJd5pRG5Ar1L4FX6Oqx5-Nfw6_cSuIPuleZOcdduZCiNZ-82w3gbNLmRvze9mIlQ8oHCkVY5jTsSVAxSO8hAVwK1fB5bKYjiXWf01SyMAi9tITeL7M9btcUMfGY30" alt=""><figcaption></figcaption></figure>

#### File GSTR-3B using DSC

Note the following pre-requisites for DSC filing-

1\. emSigner- Use the link to download: <https://www.gst.gov.in/help/docsigner>.

2\. Java 1.6 JRE 1.6.0\_38+, Java 1.7, Java 1.8.&#x20;

3\. Desktop Browser: Microsoft Edge/ Chrome 49+ or Firefox 45+. If using Google Chrome, use the link "chrome://flags/#allow-insecure-localhost" & enable the flag called “allow-insecure-localhost” and then relaunch the Chrome browser.&#x20;

Step 1: Select the authorised signatory or add the signatory if not added at the beginning of filing.&#x20;

<figure><img src="https://lh3.googleusercontent.com/kAYAyJANLvHwkRfpgz4fnWa0wRm3gc914GwpManoeceyQ5FnIYF9NvifPYdvbmqQRlylJlNzhVFs3VQWcxkJdFYVjTV0Hl6kwf44xg6o_IJ277GDjAdLo78kkTAPnaPNnPPr9Cw52BSwURqnPoOtglU" alt=""><figcaption></figcaption></figure>

Step 2: Under ‘Filling method’, click on ‘File with DSC’.

<figure><img src="https://lh3.googleusercontent.com/xyHW2MBp4BpOUuBn0HzjBaq3YQo-a84pJn72De0Vhrio2V93sp--xsKsAVuLm7oDDDQqkrWXR-2HL-Bd4pGZTn8u1eW-wfE-cbA-E3hdbDCKDFdGtOKVKSwUDialH1DavOnUkKxhWttMOz_tnRnaTDI" alt=""><figcaption></figcaption></figure>

Step 3: Acknowledge the GSTR-3B filing data.&#x20;

<figure><img src="https://lh6.googleusercontent.com/FWt9byvm0kErezbMTmCE2iWe3JVxcje8d_RjaavwyPPaQoxWwsvFyAtUob2_qyLxBbCNqH57dAqbGt-7wD8NWLUYuomYUs65cS6vrUpf52mXE5JJrqULIv0w9AKAA9kW5qv6Sh-HKx-l5luj35SFyJk" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh6.googleusercontent.com/POec2zAmImVyr8lU6c5H2JZJEHjhKFoXVs2e90fDurko2Cjk1LZQCJLmrIpwPWnLAuopH9HOkBmNrT_yHkxRNpIhQ5fXQ-uxUzIvsKazhjWsTbb43qj0FTWpu8WLbbEsRdRf-5Mbqnqw45AkxmpzT3g" alt=""><figcaption></figcaption></figure>

Step 4: Click on ‘File with DSC’ against every GSTIN.

<figure><img src="https://lh5.googleusercontent.com/h_ulxf2RNNtRrt5qGiuVwIWtjN36qj4Ane3R9lkQr0BDjCaWZoR9DcQVqKmozK7Wnttm2G-plsokHJKk8HbH99gaxkgTPNHLTNPGKkKd98MlECWGSxPhEC7333JWuBdj6o5uHloYyXlUa47vCB-1Puc" alt=""><figcaption></figcaption></figure>

Step 5: Click on Sign.

<figure><img src="https://lh5.googleusercontent.com/8bZZG6a8QFHPARRPjbSxhS_sx6mMcWumHXzIH_hMSyhLBylAqsGjZbgFh-a4oaconrKgk-Vwh35JgpLI-lbY5Ld1oUidbtv6146UU7MV51_X_Kee0wdRehMqKkBjhczCa72HJMNW3plEFbTlCosaDQQ" alt=""><figcaption></figcaption></figure>

Step 6: Enter the User PIN & log in to the file with Em Signer.

<figure><img src="https://lh3.googleusercontent.com/GLR418R6jxf7cjiWzVbM_85GnYLG5ubbe1ujM-bVwhQ2Pi53N7JTLF4NpnxVo1zVb9zMkGRFaDzLTb9k1FgNZFIGj67pbBAqc_nEEIeJ9atuMpdBOrLXUXuYaPrZaAW0rRuXmzPTLiIADmj5VrfoqfI" alt=""><figcaption></figcaption></figure>

The following screen appears for successfully filling GSTR-3B.

<figure><img src="https://lh6.googleusercontent.com/0eKCqtKNVnVKliQ5t_lfS_EF5wdrO6zLE3I0LudK-m-_vQwkOwz5I1gxa5ZYzRyEQSxVydQhMctWjD0umtSORDs9xwp37GgGIIDje0t7FaGTs8408bU3yEhHmTVuOEBKuCfhQ-80tl6GMRjGCnN3ft0" alt=""><figcaption></figcaption></figure>

#### File GSTR-3B using EVC

Step 1: Select the authorised signatory or add the signatory if not added at the beginning of the filing.&#x20;

<figure><img src="https://lh3.googleusercontent.com/kAYAyJANLvHwkRfpgz4fnWa0wRm3gc914GwpManoeceyQ5FnIYF9NvifPYdvbmqQRlylJlNzhVFs3VQWcxkJdFYVjTV0Hl6kwf44xg6o_IJ277GDjAdLo78kkTAPnaPNnPPr9Cw52BSwURqnPoOtglU" alt=""><figcaption></figcaption></figure>

Step 2: Under ‘Filling method’, click on ‘File with EVC’.

<figure><img src="https://lh3.googleusercontent.com/xyHW2MBp4BpOUuBn0HzjBaq3YQo-a84pJn72De0Vhrio2V93sp--xsKsAVuLm7oDDDQqkrWXR-2HL-Bd4pGZTn8u1eW-wfE-cbA-E3hdbDCKDFdGtOKVKSwUDialH1DavOnUkKxhWttMOz_tnRnaTDI" alt=""><figcaption></figcaption></figure>

Step 3: Acknowledge the GSTR-3B filing data.&#x20;

<figure><img src="https://lh6.googleusercontent.com/FWt9byvm0kErezbMTmCE2iWe3JVxcje8d_RjaavwyPPaQoxWwsvFyAtUob2_qyLxBbCNqH57dAqbGt-7wD8NWLUYuomYUs65cS6vrUpf52mXE5JJrqULIv0w9AKAA9kW5qv6Sh-HKx-l5luj35SFyJk" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh6.googleusercontent.com/POec2zAmImVyr8lU6c5H2JZJEHjhKFoXVs2e90fDurko2Cjk1LZQCJLmrIpwPWnLAuopH9HOkBmNrT_yHkxRNpIhQ5fXQ-uxUzIvsKazhjWsTbb43qj0FTWpu8WLbbEsRdRf-5Mbqnqw45AkxmpzT3g" alt=""><figcaption></figcaption></figure>

Step 4: Click on ‘Get EVC’.

<figure><img src="https://lh4.googleusercontent.com/H71BuWhvw57x2e5uyRN9GdveIislCODk33uaLEw2KfdeMQlYR2gODAIEaUmA4noTR6xW89Utt2JOksVeN-ePISVWKnnrQnPjqTZIAtWdNCoG55_m2UPFQQK4Zr04cF-tZ5ArW5xaSg8IuCw79Qn3nsc" alt=""><figcaption></figcaption></figure>

Step 5: Enter the EVC obtained.

<figure><img src="https://lh4.googleusercontent.com/VWli1CIbmaWer0-S2wR4POnXBMr3ddgvOcmHKYQRL6dFoB30KveprStjf2rhrcQjJNYQp3C_YpLIFq3qXDanTEcRpo2qTMdE7XZZC1K4MqT7FNd4tl39m1IG_GH05rUk5HkdSd1-XMrZCs6C-mvYW7c" alt=""><figcaption></figcaption></figure>

Step 6: Click on the ‘File GSTR-3B’ button.&#x20;

<figure><img src="https://lh4.googleusercontent.com/dv_q3xE1ys0pwo5WIw0XG40KPLSUvWknMkauABPWfV3Ba01BQ_CU8w_13t0Miobp4COVYraYAU2gcDx8rL9TuHRxdiIyuCs08aL0hQPLxQJz3SnLQ_m5uWQoa_AxRp6QKnb9d48RLsX443uFaZLfK7s" alt=""><figcaption></figcaption></figure>

The following screen appears upon successfully filing GSTR-3B.

<figure><img src="https://lh4.googleusercontent.com/0uIGCptHYaaZxEySQGa5-EXmfGFvpWFMHFDu5u8FNoRpg4Ehhpndp-81YkxSrrbkyI7flIJNqqgR2i484o6MwVr0hqUJdd1zRfnwKS0oAiTu3f4C69TiV536Ls8yUtFdfepzkbvE13Nbr1cJj4dEOiM" alt=""><figcaption></figcaption></figure>

### How to file Nil GSTR-3B on ClearGST

A nil GSTR-3B return must be filed by all registered taxpayers (GSTIN) mandatorily when there are no sales or supplies during the month or quarter, ITC claims or reversals, or taxes to pay. The advanced ClearGST solution provides a quick option to file a nil GSTR-3B.

Following are the steps to file a nil GSTR-3B-

Step 1: Under the action item from the ‘Prepare GSTR-3B’ page, click on the ‘Select for NIL Returns’ button.&#x20;

<figure><img src="https://lh4.googleusercontent.com/RQG5hXwkPe2LuKmDdcnWnzxm9Q_50-PwhTlFOa1Jsq9OeRcYt4lr-NfJHt-TbfkdKk0Y-9krYlC69YOzHfz4pNtB9PcdbZZ80hVa-rZiQ0U7Y9VY-NdS05t02fFgDwtkNSTsml4mRZdMUivSpvsLKpQ" alt=""><figcaption></figcaption></figure>

Step 2: Select the GSTINs for nil return filing & click on the ‘Proceed’ button.&#x20;

<figure><img src="https://lh4.googleusercontent.com/UaJdNFUHOio2NXB08QpO571xihtmNf4bMok9mC3hrCF8j7nFwU1zt91UZYUht0b_qKpNfvQQ_YuheFwue1QOKhWXYJzfj7LZy-6WUJsV4STVxjEJkCrdyVL9KaPbnsEMbqCYGpS1K7nSkWAOCC3qDpw" alt=""><figcaption></figcaption></figure>

Step 3: Upload and file GSTR-3B using DSC or EVC as per the steps provided under the ‘How to file GSTR-3B on ClearGST’ section.

For further assistance, please contact us at <gstsupport@cleartax.in>


# GSTR-6 Filing

ClearGST End-to-End GSTR-6 Filing Guide

The advanced ClearGST solution provides an end-to-end filing of GSTR-6 at a PAN level, across multiple GSTINs. It also provides its users a smart error correction UI at every stage - upon importing of data, uploading prepared data onto the GSTN, and filing with the GSTN, for a hassle-free, quick, and accurate GSTR-6 filing experience.

With the advanced, enterprise-grade ClearGST solution, you can ensure a notice-free 2023! Here’re some exclusive features for GSTR-6 you must not miss exploring on the platform-

* PAN-level filing reduces time spent on filing by over 70%
* Enjoy a single file import of all docs (Purchase and ISD documents) for preparing ISD Return
* Proactively address errors with our smart error correction on UI such as the ingestion duplicate warning layer, mismatch in tax rate vs tax amount, and invalid customer GSTINs
* Generate ISD documents for your regular GSTINs using Turnover information&#x20;
* Auto-calculate the Cross ITC details for the reconciliation table and save them to GSTN&#x20;

If you are an existing ClearGST user, skip to the ‘Import Data for GSTR-6’ section. If you happen to be a new user, follow the steps given under the ‘One-time Account Registration’ and ‘Create a Workspace’ sections before proceeding to the ‘Import Data for GSTR-6’ section.

#### One-time Account Registration

If you are a first-time user, register with ‘Clear’ using our web portal or app, by creating a new account using the authorized person’s email address. Follow the below steps-&#x20;

Step 1: Visit <https://app.clear.in/>  and click on "Create an account”.

<figure><img src="https://lh6.googleusercontent.com/zHqmz2PTKDL0ZNAQsejLljfB-R_tXyt3yRHBQdXKq8-XJ79daNf9HiZokyfgu3CmvFg3fXVnG9zWOb0uVkpAXi1phc9zJ60Q7rJz_oa3GEJ_OVQlkLhYVOGzIU1qwOqBY3YwH-cajxBnQANlWxTpYK8" alt=""><figcaption></figcaption></figure>

Step 2: Verify the email ID via the link sent on the registered email ID.&#x20;

<figure><img src="https://lh5.googleusercontent.com/oeMdHrJk2FKNjSchG9u_BrVuCsS2fza2kl0gQAP6s7pHHhKRql4SyqGS577VimWpBnN4H-yD4L6DQ7BuetPmQkSkaVIQ-sn9JNtLQn-pJYRQl_ABEbYA7avXREqUIOHnGtl2eONKPOHc3KJT0F53VYU" alt=""><figcaption></figcaption></figure>

#### Create a Workspace

Once you’ve created an account, log in to the account to add company and GSTIN details-

1. &#x20;Add legal name, annual turnover, ERP in use, and products offered by Clear that you’re interested to use.&#x20;
2. &#x20;By entering these minimal details, you’ve created a workspace.&#x20;
3. &#x20;After that, you can add GSTINs and respective business names.

Step 1: Log in to[ https://app.clear.in/](https://app.clear.in/)

<figure><img src="https://lh4.googleusercontent.com/lasXVT4jG2ueYJn_SuQWZ39fysLMf57OZGH-XQP65aWKzDpamsgPD1au0wYPCi26lZHjcdoeDH_hu7kQASM_1eOjJ3b6Ctn-Gj1qu8zSB2xj0V-ybvtN67jlRIwpsnKgWo4Dy7-6gLR5ov5b-Wc7vwE" alt=""><figcaption></figcaption></figure>

Step 2: On the launchpad, select the tile named ‘GST’ to open the GST software.&#x20;

<figure><img src="https://lh4.googleusercontent.com/R-XKTQqCMTCSJoiapxLIDn7wS1iptPHR4A3aeLVbU7ednSZHmmd1yOBZ6zj1eGz6Ls9PID-8U9ZHLN1j9HgAfYI21thmopxYINYugV6YDYi9_cY_YTROOnmibVok6stdeN0DgMH6-gcMELGQYIHsU1U" alt=""><figcaption></figcaption></figure>

Step 3: Click on ‘Add GSTINs →’&#x20;

<figure><img src="https://lh6.googleusercontent.com/EX475Q-y8r4mybcVIz0Jgoqz7JCz7PQwhUJBk47rsiFM87hbfqqunsEktm8ZqL7p_eQXYNcllCDXEvwh6dtsJrzU2a0BrVWjFDHuaVqSJ0SRwFpCbgVfbQG8OlMi5v5y4wM2A9q6fx9oeQVBpd25SCA" alt=""><figcaption></figcaption></figure>

Step 4: Add GSTINs, and business names and click on ‘Continue →’.

<figure><img src="https://lh6.googleusercontent.com/qe0ldW4BCYeYzaJHLKRtJTDV2amghwkvLQphOs-jWA7yzSXS8hEfk0z105uWW4t2KwSTVT_5tcaA6rgl1-NiLMkko-4wOTEyetK8XlxHdzeTQexoZQnMUMxQuPaeTdCcF8S1tsi4sefVHj5iickNTPE" alt=""><figcaption></figcaption></figure>

### Step 1: Import data for GSTR-6&#x20;

Step 1.1: On the homepage, go to the menu and click on the ‘Filling’ option.&#x20;

<figure><img src="https://lh3.googleusercontent.com/9yHp0ieROBgb1zG4vExfWI5wz4OyqRXcL8u6l4dWRt-9CgUU0vqW52GwTtb27WC2eZ-aRcPhfQroH7S1WM3ACAQ5cVMo0yjKe3ZpGySYtMNwv3q39TQVnxwGJNOh6Py46LF5eVY-IOlut41RROgfmzg" alt=""><figcaption></figcaption></figure>

Step 1.2: From the list of returns appearing, select the tile named ‘GSTR-6’.&#x20;

<figure><img src="https://lh6.googleusercontent.com/SB0DrZSSgzKy2rCGIUS-pC5M6Ojb9WbZQLNq7UfcnJOOhqDoRSbJC8nPOVlj7p8wIcI4Ayp6f8DEzbWpx-VIkwteFBhyouBWzcJfhT9GoNnD8SGWp9KpcDcWzuFW1fZifRO80rDjPn4eaoy2RzyPpEA" alt=""><figcaption></figcaption></figure>

Step 1.3: Select the business and the return period you want to file GSTR-6.

<figure><img src="https://lh5.googleusercontent.com/uq9lU9mWW7wtDppIaYBIIAL0qCvW0nd_M32xzqwkU6MhUJQgZJmBjxw3k7BDmERkg-YeF_R6r27juKQGyh4zlakAaHKt--2GY1dDE8t9HeqviCflUkT4k9rxvkRByMY4TU0rxnZ3Owljj6SUXwQX2tw" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh5.googleusercontent.com/nbHfa8KfhlHOTHDCq0Qwyw3iIzVdkESO2r5aS73wL7IyLkT2XTRXSEi5-DNb_9bJMv5RAGgA7esk4o9aMrv9ycEsUupBt-ho12I2P0SMUCl3DW8MwVUCA3jBzZf04cymXG-JMThsuyLMjh7xDCiEoqs" alt=""><figcaption></figcaption></figure>

Note: In case you’re a first-time user, then enter the username and password obtained for accessing your account on the GST Network (GSTN) as given in the below screenshot. Connecting with the GSTN to auto-pull the relevant data to run validations is essential.&#x20;

<figure><img src="https://lh4.googleusercontent.com/ecOIdz1AzTrSHOryQkC40WDL2XaYTMIaWByuVrlHPnSO8FZtjennFf8TiNqNJBAsvTOY_Vs9L5Q4neOwqoAbk28eXb3BBdDXX4quzjsUwWmBz-geKswqRMr4ty89NLmAVxvp0KsaItjWckmmdUu8WaM" alt=""><figcaption></figcaption></figure>

Step 1.4: Select and confirm the data source for import, as given in the below screenshot.&#x20;

Doing this will auto-fill the data for every table of GSTR-6, as follows.

Tables 3, 6A, 6B, and 6C - Data gets fetched data from the purchase register.

Tables 5 and 8 - Data gets fetched using one of the following modes, based on your choice-

* Import ISD documents: By selecting this option, you can upload the ISD documents via Excel to auto-fill the data.&#x20;
* Generate ISD Document using turnover: By selecting this option, you’re not required to maintain any Excel sheet to upload. Instead, enter the annual turnover, and the solution shall auto-generate the ISD documents.&#x20;

<figure><img src="https://lh5.googleusercontent.com/TVZxVyLBjzLn_T59IZT68lBV2vMxBX0ZYERewD_eyjtBxqZ9CZ7PtrdoVlslaGi3ezwDLn8Kuauv0pvsFSINmJmLPAurrb08MXJ-mN4OD7D0DGhvB8sVFp5JwNgdAa1B3ABT-bRJcSomxYATw7jM7Lc" alt=""><figcaption></figcaption></figure>

Step 1.5: Click on the ‘Prepare GSTR-6’ in the top-right corner of the screen.

<figure><img src="https://lh6.googleusercontent.com/5OcJexnFo5oo73elNHLf1Ny_uyHWrRQtniYKiCue45iSX1wRURrEwxyggfcRCCMDyjJNVjWd-2lvjdg76NSBZ6pBsZsEaoyezwR78m1oVuVuMmey1_WYdnbATsvUImqEAHcC8SzQWpTa7x9bZhIM9Bo" alt=""><figcaption></figcaption></figure>

Step 1.6: Click on the ‘Import File’, as highlighted in the below screenshot. It will import data to auto-fill tables based on the selection in the earlier step, using the options- Government or ClearTax Template.&#x20;

<figure><img src="https://lh6.googleusercontent.com/I6mB4aav9nGNYgJenhsj3mcC1nPLw2Lsh-BcHHf9Tg0e--7AsM1yAdu_Wcj5LMuQP9C--QFn34orxpYo2GyBKw-tTrEucogvywEWhim3oPKZuRIp0PNG_pymHhFsJPwOAQkrQnUY4RCPoH0qeCURtb0" alt=""><figcaption></figcaption></figure>

Step 1.7: Drag and drop the file to import or select the file from the computer.&#x20;

<figure><img src="https://lh4.googleusercontent.com/B7mWvv7LKFDOVN-vZEuaWKj16Q_bxyqokeACvADg3UwHlbFQQ8P2J0C5nUlcEb1KxxoaUFaK-wM96zDQhfoKKgISWGnGxWsnRD09df62oEFiw_hs3Q5dIDSQT73CAaTJSK7caiL_vBIUcghNPxHgbAY" alt=""><figcaption></figcaption></figure>

You can also download blank templates from the same page if you don’t have the pre-filled file, as shown below.&#x20;

<figure><img src="https://lh6.googleusercontent.com/iZm6TdiwqJT5JNyKsDbhRe6goJZPmTODpdVlc8VHiReey6gymHK27qaGxi58rQ0QHIKmTbKXNYI3E37SaEuVD493MJt71FLzjg9tfeXy27zvDV7oq-eycoqTIS_FIVXvif8LOgRxltZUcj5iezoXNx8" alt=""><figcaption></figcaption></figure>

### Step 2: Collate ITC available for distribution

Step 2.1: View the Table-wise break-up of GSTR-6 by clicking on ‘View Sections’ after ingesting the data.&#x20;

<figure><img src="https://lh3.googleusercontent.com/qrntDFHtpQS24NtwxJt4o2bln5mqOifbATleD2Kpv0C1WEh9atSwBVi1Qpu31-AjtVPKhpNeXQX69yQ0Uh4qs1F7EOvy19U1Z8Gl8EydQz6iTYXkx50hO5m9O-LRH6WcopwqfVcAqaoL8L-IpQPDTXo" alt=""><figcaption></figcaption></figure>

Step 2:2: Click on action items to see the values in the components- IGST, CGST, SGST, and Cess, as shown in the below screenshots.

<figure><img src="https://lh5.googleusercontent.com/kp9XLBxczpS5jAZ2753_ElSRfobrDxj_zLgG3MUAMqKAHAmxxd3qP7VukUsdsYwnpH_PRWNckRsSHU7A_SmjSOSmkc1TXHKp81oz-D2udQebrz67rvKYH_cdwMRASrqh2baYoFDtsZEDL8WMSgEFNu0" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh4.googleusercontent.com/FCWGki6JvQRL4pAS-zyCDAEcL3QZWxaC-tfCPq--Vcu4V7FTtOSwbtFjHpSlUwPvti9cg5TbwIAwVQcQwTa9ZchYueRDFXVPxq0XUuQ--ppgylM2TRg8XQEmhU1imt1z4wuGwsAHiSzLPyJh9l9gQdU" alt=""><figcaption></figcaption></figure>

Step 2.3: Click on the ‘Generate ISD Document’ option to generate the ISD documents for a proper distribution of ITC based on the turnover of the respective entities/GSTIN.

<figure><img src="https://lh4.googleusercontent.com/sSB9zBtNmhSU98IkxAGgOgJBvJFG2B3mN7iH5LQwyQkY-zDLLgRuqSHCfjwqvL-l-JsG8aDgE6j0GIT0tR2w3JLRoom6C_LcR7fqzV3NC2xSADVYbGTv7rzqvqZSRJwctfYKjisRQLLWyE8sjBgJIHE" alt=""><figcaption></figcaption></figure>

Step 2.4: Add the turnover of all entities/GSTINs under the same PAN. You must add the turnover of all the GSTINs for the proper distribution of ITC.

Note:

* If the GSTIN/entities are not added yet but belong to the same PAN, kindly add each as a business under the ‘Business setting’ option. &#x20;
* If any entities/GSTIN have not completed one financial year, kindly add the quarterly turnover instead of the total turnover up to date.&#x20;

<figure><img src="https://lh5.googleusercontent.com/vYOuPacFIqnbKd6RvfFlsPVyP5MUnx5J5wZOM_aJwEVC2-Tm-1r4kCJaxKNrfZ9TnTq9lcl_g915SftkuAz-AUcFxSaaTefjjk_0J9LaJLW6pm8DvuqLVh_h3yxSPcUfFXlT87geJodAKy3XjdRTL0E" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh4.googleusercontent.com/CN_YvRT6HIVlpPLDnXVJ-Bx4_x_fP9ShfPA688gPwt6g5L1wzyS2EQF2l8i89bBi_w8vG-yLjOHdRrghZLwwNVzdYP2775KIUMlzT2uuPGEMMR1vYp0U2ySa_TG2PocXby-e5a-JdMlpKsiLy1pqJq8" alt=""><figcaption></figcaption></figure>

Step 2.5: Click on ‘Add unregistered branch’ to add any branches/businesses not registered under GST, if any.

<figure><img src="https://lh3.googleusercontent.com/_du5JuNHorzTBFDfwYAMnrUeixDQUAhuj9ddnPKYzncuFh7htKt0Fu03In80GhaDdNmijDxCzHo3TyJlusn772E9gSj55tHTnRi1VmS2CtSZS8BJ52Ioc101qt8i8EQdjG4o3FJvmzdhDd99TIEZO_o" alt=""><figcaption></figcaption></figure>

Step 2.6: Select the respective states for distribution.&#x20;

<figure><img src="https://lh3.googleusercontent.com/pzYZUoJBztyGx0_PWugl4uJ2t2Qe9cPuIFhRxZEMtDk_25KW9RJI26XDNhgy4Dxt3-6pD8o8XzOAwPfRI4jVoVYiikFJW-w5eBpebrcsQoLEUgTdZtHLrsEu_JqFHzwyAJddoSrNf5zXw2muMf-Boog" alt=""><figcaption></figcaption></figure>

Step 2.7: Click on the ‘Save and proceed’ button after updating the turnover.&#x20;

<figure><img src="https://lh6.googleusercontent.com/4Z41DHK4aHK9ATSE1AUqnOpIbp3FyOkIjNJ1Gs_2C0aco_xToG_r5hQVS6we3rOWADG5iDoD_QxgRNTEr_7Xcc1swVphDWtz0Pw2QbgjNa53fm7ijpd7lz4mMTnEznfYcEV9GZgZpSSbJrpPC2S0bWI" alt=""><figcaption></figcaption></figure>

Step 2.8: Clear GST solution will auto-generate the document series based on the name, and GSTIN provided, which is editable, i.e., if you want to update the document (doc) series, you can edit the field.&#x20;

<figure><img src="https://lh4.googleusercontent.com/IyaB6VY2NN4TNb5gx1Co4o_NgfZaV_ufToVy50rBt3ZG5Qw3uRkOKb7GKaQfqzXg8huZHcn-gyPPSoH5Mjin3ff58AfiPwVNwt-Sq7vxtrc2ozuYYj8hd9GKLYAMvMJJnOWBhje_GQosR8i9bM-GMFE" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh6.googleusercontent.com/9Gi1X2uSKBqSMppO_Z1vs8jJESqA92s54_QE8yhmvGdFbp0WCRd0bJKYbMKlqEh_pDnTHzPITuY56FOzPsEwO8SDky4rqH_YVI3YEG9B6MJFrfxRBkkGEUCk_31JpUINaPWBMg0sgctCYkPJBasZcOE" alt=""><figcaption></figcaption></figure>

Step 2.9: Click the “Confirm and proceed” button after confirming or updating the doc series and number.&#x20;

<figure><img src="https://lh5.googleusercontent.com/0nB9Saw8OxvM1BH1ulGLKF9wFQpPClU8ix1nTQSIK47uCNvPyQAdzkp7FseRlaIf-g9thhmLKnbCGa9Hitz6QVB8VzSJqHkgeRmOONxLTKwG8aJweo0MycmvbvqTN58CD-b_crDH9X0VCPOHBKXMip0" alt=""><figcaption></figcaption></figure>

Step 2.10: Suppose incorrect or partial data is ingested. Then you can erase the data from the Tables. Select the respective GSTIN/business and click on the ‘Delete from Clear’ button as given in the below screenshot. Thereafter, you need to give consent for data deletion on a dialogue box by clicking on the ‘Delete’ button.

Note: Please select the business cautiously, as this action cannot be reversed.&#x20;

<figure><img src="https://lh6.googleusercontent.com/mZp9Wr934JUXa9ZOj467xrsuKMVyS7-6MHiaxiYu__8xeOW9MEuxi_qKYg9yNXoeLfQxahdv9DKBrLAZCPltWG1nEcZHQanbA50P1DKanhJJcYHEuMGa0i77dyiLHySHdGKYBM4FoCKdY-y3ed_jaUc" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh3.googleusercontent.com/hGm2hkhCjqRlx2LNkZH9Xqm0KUmZFzY4GBQKRrzgNOJ6mWWdQgsgsd5s7xJDBfzKcE0egXqH40PwsyWvHNb8OROPvdYk9RaANUuyts48aCNulBsG3Eewbe6wlYV2rEQsXvTrS7G3KR89pEreNYHcw9Q" alt=""><figcaption></figcaption></figure>

### Step 3: Preview the pre-filled GSTR-6

Step 3.1: Click the ‘Proceed to Upload’ button to move to the next step.&#x20;

<figure><img src="https://lh6.googleusercontent.com/DT0Y1fajXrLHCFmCv1wfZfUL8qp09wqP5FNzsQtHnryKd-A9PIqlpzHAAg8mixZTzfZXA2ipx-Hkt8zjKgwH3WsDsxAAdfbebUiEBOT1O9RlXN13XwlDM0pLx9AKppav1iUeMFefOda5j-WwD2fzFWA" alt=""><figcaption></figcaption></figure>

Step 3.2: Click on the ‘View Sections’ button to view the Table-wise break-up of GSTR-6.

<figure><img src="https://lh3.googleusercontent.com/qrntDFHtpQS24NtwxJt4o2bln5mqOifbATleD2Kpv0C1WEh9atSwBVi1Qpu31-AjtVPKhpNeXQX69yQ0Uh4qs1F7EOvy19U1Z8Gl8EydQz6iTYXkx50hO5m9O-LRH6WcopwqfVcAqaoL8L-IpQPDTXo" alt=""><figcaption></figcaption></figure>

Step 3.3: Click on the ‘View’ option under the ‘Action’ column to view the documents included and prepare the respective tables.

<figure><img src="https://lh6.googleusercontent.com/6LvDHKbXHMYpgBrN1ZNO50qf5Kqv3HaO2DEYnoZkNIG0hE9UvWlGVc7_QPjgJ25By80aohCJUYf5UtxVB5LrbvyVfCrQVBosiOPNxV3pBtLUT-bdSwk34QpB_J1-KWUj72KEqTkslpb-_BzYyHrRcBE" alt=""><figcaption></figcaption></figure>

Step 3.4: Click the ‘Download (Doc level report)’ button to download all the documents for the particular Table.&#x20;

<figure><img src="https://lh6.googleusercontent.com/WARo44E1dreCHQtr15KBwsNpZsEDTSEn7T1ruekvz0nSdQiQoYXlHfH8fplMCs8lvwCOwvCPRnSFFgO-yDINbZ_fGCDT8_m0YbMFKFULqvZUCqkVfiYAaSJXtD2sLG44gvP54BJZ0dntYEJ5xjdJoPw" alt=""><figcaption></figcaption></figure>

Step 3.5: Click on the ‘Actions’ tab to get a drop-down to allow users to take certain actions, such as-

* Downloading line item-level data.&#x20;
* Deleting the document if needed.
* Marking documents as uploaded if the same is already available in the government GST portal. By doing this, the solution will not include such marked documents while uploading the return to the government portal avoiding duplicates.
* &#x20;Marking documents as not uploaded for re-upload.
* Marking documents as eligible or ineligible for ITC claims.&#x20;

<figure><img src="https://lh3.googleusercontent.com/N1Im9vBCBBMTBoZKwCMtZJ-KIrbD0CFDsRaDM6pG3VsvW1CFw9QWCTKhyxtCVLEmbYgojMsKS7AebR1izX3PeislAoBxuOJ52Eo59RSFXStk7GBZEi5BCnDEKT95nBzRwqVhW7a8mONp910k4B02IsU" alt=""><figcaption></figcaption></figure>

Step 3.6: After checking the data, click ‘Proceed to upload’ as shown below to confirm and proceed.

<figure><img src="https://lh3.googleusercontent.com/wWV4wBDXIr6Ghpayb-lNjdpe0leV07cvKzCrIonO1EqKEhNWn9R5FHBXRNnToqkR1UjG6l2o9VgYybIBeDxBI0x6U9EIf0A5FZ0_QRTrMuUYK_bTTc9Vnfurwh0AClmYBTKtbpTg3TeBj_TmXj_y_1U" alt=""><figcaption></figcaption></figure>

Step 3.7: On the next screen, click the ‘Preview GSTR-6’ link to review the prepared GSTR-6 form. You will be able to see the complete GSTR-6 prepared form here.&#x20;

<figure><img src="https://lh3.googleusercontent.com/bv5PT1jgr-tAcXvotUteLgPvXRfoRhzJt6O2XJ_0qoPBDGCB9lLFo37-DoO1mz86Inj4sWgWPRekqWVw4Vmz0b_5_XnrUnkIlBdJ7SZUl4HELaO4Ck86kaTHS5hs-hbvilCo4mpUQF4_Bfkbct1_T4Y" alt=""><figcaption></figcaption></figure>

The preview of GSTR-6 gets displayed as follows-

<figure><img src="https://lh4.googleusercontent.com/pUsWGIxEfBeB7IRw2ZAbLT7T7YBTzzzgX5CKwpj3RXxOtZ1zoe4Wh25B2xWQBAyqL-6g6XnnyRAGbVG9UcG6xe8RrIjJwrm1-uiyVaGzuKAgHJqP5_HnGTRta3mWsQUU_qWJUNjP4N0vkuYgcbvc_D0" alt=""><figcaption></figcaption></figure>

Step 3.8: Click on ‘View’ if you wish to check section-wise/table-wise details.&#x20;

<figure><img src="https://lh6.googleusercontent.com/6mVM3d38_9Rmbj0sp24jgt0lVPogS5ZWYBq0Eyf0Svq5yuklrQIIPxUzDhUqljRmUIZi81eywMgv2UWaCI5NHzH8XkV_ZhMGAG-PHlBuL3Bac_SrBcYGcevEFeKzn4tZ_Xr18KtRqw-yTds3xgaFv4Y" alt=""><figcaption></figcaption></figure>

Step 3.9: You can download the daft GSTR-6 data from the action items in PDF form, as given in the below screenshots.&#x20;

<figure><img src="https://lh5.googleusercontent.com/UZ4-aW31vaviHFfAoJBys0N9TrFVh62ORJl5t9kTDVvhkXR9LncYcQ14KDWWVG-EFnsYtQca1R1PdSfIqcSn_ok5fac5p2scSSqldGe8-EzbT2RsBlq0OQ5E1CsiMj8xxmTq5QPUQBBEGMDgopoDPmw" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh5.googleusercontent.com/d5UENTCz5OROEnZHwnpnJNOvi24aKpKFrJRmqfSB5Xp7UNTqeH2yf0hwhq0bYKDx_xiOS4Bjx-MvPJFwnQEfdHd3j-frsgawgzVj_1QhBORkp0UtETEureFoEd7Kaff83QRD-uaPRSjZWVUvPgCBtQQ" alt=""><figcaption></figcaption></figure>

You can check the tax details in sectional levels such as CGST, SGST & IGST.&#x20;

<figure><img src="https://lh4.googleusercontent.com/vy2sxfAyOgzSrW0RMy0kXJTXn4E0OQ38D_-yHTFgmvpNMzIdE_jR2__U2wgKL8i_paNG3qr4hpz2MQfCQOcx5X-tkbMYG5y9ZM_9J802BFXXoq0GloABOEtmsU76L0iQR30i_xj88K01m-SAD_7Q8_c" alt=""><figcaption></figcaption></figure>

### Step 4: Upload data to GSTN

Step 4.1: Click the ‘Refresh ledger balance’ option to get the updated ledger balance from the GSTN to allow an accurate ITC utilization and distribution.

<figure><img src="https://lh6.googleusercontent.com/1HedfAUJLlvN-gWLZzgf6Apbxjjw12GAJ33p3XEe5q897k6b1kjX-v7VKua9D2o_JtY2C5MLrIbc9p4vxaIwTRq9yD1zSRlTeg0svO1iSmKu27zOXBQaw3l0RNWozRNHjQ0ZcJnWWyTTfnwQU3_auok" alt=""><figcaption></figcaption></figure>

![:bulb:](https://lh6.googleusercontent.com/rHaSWrKCrFdZjHc5ABJuw82gOiNAThvvFiU7XU7QlzM2eFOEXwsEq1R88SZnw3YAm7_sMT7HV2ytOYA5MDQD5hHuqnYgw6u8ewOLzM3ZxFM3OOVTsmzh_yzzNVA6pMyHHop7ffDhWoq0efMNV4a82Rs) Pro tip: Click on ‘Reset data from GSTN’ to delete the complete data available in the govt portal in one click only with Clear GST solution.&#x20;

<figure><img src="https://lh5.googleusercontent.com/dEj8GdSPz4Oaj2Sm0mlNabqqOUWCKVcMSncbgw_9PlH8dz_9vWtwabznAKRHm4KV6vX27bM2sDXzbYVmNqUvIsHhlWFHmlfDc-91PTwKS31s2y3xVmiIgDJAQv0asjFn_-4jhUAbEcPpqCfVH4XnmMc" alt=""><figcaption></figcaption></figure>

Note: Use the reset data option cautiously, as this action is non-reversible as the deleted data cannot be retrieved. &#x20;

<figure><img src="https://lh3.googleusercontent.com/QLHsAlrVZsAaJ4SWo8lmSh9kGIIOrTXmmdBxsQTpS5EIi7Ayenz3K_-8ogBdYFZ7C2I2J_xv5ZxKdgNTeCRvRjDgZA8megE3fVR74E3lzFXF92kjq0D6Py8WDu_vVULpig20qxqE-llnxp8lOVlVEGs" alt=""><figcaption></figcaption></figure>

Step 4.2: Click on Upload to GSTN to start the data uploading process to govt portal.&#x20;

<figure><img src="https://lh4.googleusercontent.com/zYhuMd7cHIK92yakIXsPZ-xKcE7yQKYLjLD3xRy7rhou7tuMm9aWlmeBb26yYd9V1ZxSt4MMtW-HqxxTjTrR3sfIfM3C0MfLC2MJGCeag-L56mkNcVfdrx1c9w7Mq5PdiE0XEUhSVRrqhlBuW_esFxE" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh6.googleusercontent.com/RpNxoR7zblB7E1AN-e1PSTSh7z2JYbuBVokBYPY6J7TTe0gQgFd0Wyc6Dqt524x77h6T-QWb9lsM-rdYuq2LX5fB0ohrTiOaXqyzz_OVB9CUeYODdMOzz62U3DmqASnI92AEqN36E-jumTnDk6g-le4" alt=""><figcaption></figcaption></figure>

Step 4.3: Click on the ‘View’ button under ‘History & Errors’ to check the upload status and error, if any.

<figure><img src="https://lh4.googleusercontent.com/aZiUpIMCrJAf5SbpcAETFEGHKFilXu_PHIE1HKONjYTnix22X3wf60JcQ9KSSoWwALfqsOpeFMREslg4oDz4z8vDm1SQJ1rIIvqnOoJ-Ej03fVGUoIj_3yK1A22Ap9PwOWa5kVlsisiSRCMzu6o-pac" alt=""><figcaption></figcaption></figure>

If there are errors while processing the upload, you can click on ‘Error file’ to download the error file to make suitable corrections and save the changes in the same file.&#x20;

![:bulb:](https://lh6.googleusercontent.com/rHaSWrKCrFdZjHc5ABJuw82gOiNAThvvFiU7XU7QlzM2eFOEXwsEq1R88SZnw3YAm7_sMT7HV2ytOYA5MDQD5hHuqnYgw6u8ewOLzM3ZxFM3OOVTsmzh_yzzNVA6pMyHHop7ffDhWoq0efMNV4a82Rs) Pro tip: The same error file can be re-uploaded from the ‘Import file’ section after the corrections.&#x20;

<figure><img src="https://lh3.googleusercontent.com/zgc3Oj3AMEmeTpVEg4nRPhZTWXKHCaiPsahvZ4RBqIEp5LapAKRBA0ij_-ZnVWsZNlbzMGB3jRbUWWq5EW6LWRNSN61t3l-XXmxR9UT4yoiKQmqmRdKci2XfFzYFupKGiIvW4aGltNf9Pbyby5s1ous" alt=""><figcaption></figcaption></figure>

### Step 5: ITC Utilisation & Distribution

Step 5.1: Click on ‘Proceed to Calculate ITC’ for proper ITC utilization.&#x20;

<figure><img src="https://lh5.googleusercontent.com/L214dLfzk9z5Mlgi_jinWwOHy7cCT9mcb-i4lVo3UASBzSRoQuMOUK0oZzs_eLnzKnIS0ZZev-WdvpEGrzLm2j1MdLTfL6hvcKSdEIsAP2tLwwlwEtTe64talaAbpCrVACzIaQqsFiKJGyNgcfbhziQ" alt=""><figcaption></figcaption></figure>

Step 5.2: Click on ‘Calculate ITC and Save’, which will auto-calculate and distribute the ITC to the eligible GSTIN/entities.&#x20;

<figure><img src="https://lh3.googleusercontent.com/UgjI72oVW2V1qmRS3Y-QYX1l1qGY4MKv8RRIGUHRr2x15ssN3mYAG-4ghYsFnNPm8BFg3hoRJaWLBuCemKKgmp2wff32iB5Y_xoKNqlycyi99kbzMHY7b06W7wtgBgkwyUwHLLe-0cWQ6i01HVxJgJ8" alt=""><figcaption></figcaption></figure>

![:bulb:](https://lh6.googleusercontent.com/rHaSWrKCrFdZjHc5ABJuw82gOiNAThvvFiU7XU7QlzM2eFOEXwsEq1R88SZnw3YAm7_sMT7HV2ytOYA5MDQD5hHuqnYgw6u8ewOLzM3ZxFM3OOVTsmzh_yzzNVA6pMyHHop7ffDhWoq0efMNV4a82Rs) Pro tip: The user can avoid putting manual efforts on the government portal by fully automating this step with Clear GST’s auto-calculation.&#x20;

Below is a view of the step on the GST portal-

<figure><img src="https://lh3.googleusercontent.com/PEcoNNrfuc4Azty1rnY9iz79WKNUaAEjBSzjFOkFZRCz4vZO6gFCw01jfs6gP_LBQK1Nq8Npg7vYMkKFGS38BlV75_VoNKbXPkMooiKGcvuYDwe46mPfGnhti0y-oGofMJbrtNmCHVhbRtRZgxnUcnY" alt=""><figcaption></figcaption></figure>

An overview of ITC distribution can be viewed on the same page as given below.&#x20;

<figure><img src="https://lh6.googleusercontent.com/-af5JZp4SBMjgIAFA1NUHoYn0q6y2zNL-kJgB1ZodUJDRkyDsVW03lEyIVQD1hr-wUMbvNKGXlSwc34lZa7Tp6NS1t70HUnEkdfvjfq6Emx_lqzsfg4rSkAUtAzk7hE-QGMhe8vyjeBsjBqlgFGrBqU" alt=""><figcaption></figcaption></figure>

Step 5.3: Click on action items to see the values in the components such as the IGST, CGST, SGST & Cess.

<figure><img src="https://lh5.googleusercontent.com/T0ohncnZicqMi0pXwqmhSPZ9NyK9DaumaFFjf6k_NhbxVy1_FJOjzQGeR-E_QnQKn1XSpFssGToW8bAXKHYsWMasfMptjHBzn9F9ZkLhs2zPhJWolYc-XMsDnFC52WiARylPduGikX-RKBo-4pzXOqU" alt=""><figcaption></figcaption></figure>

Step 5.4: Click on the ‘Create/View Challans’ to view the added challans or create challans if any amount is payable.&#x20;

<figure><img src="https://lh3.googleusercontent.com/8mHOyi4ac60DI6jDzdIQ1SJmsElwEBFX--9vFqn6pLS8e-OmL0jyQQ5WMQ28dU72DPTllJPJ1Os6b6cJuXjGK-WEh4URVNA7LLKUsm4jRHx6sTirLp1LD3X6Mu5LBcpj5CnIoPWBN6xlFfTt-tKamSE" alt=""><figcaption></figcaption></figure>

### Step 6: Offset and File GSTR-6

Step 6.1: Click on ‘Add/select Signatory’ to start the offsetting for filing GSTR-6.

<figure><img src="https://lh5.googleusercontent.com/R8IiRTGkdXv3IGnlR9MgWtdRlaX42NkilxA7YuGGTzSiX3Z6y5olpenCRV8E9ATKMWs9n3IAoyJSiA5Opka-oJbTAIdRSFFulxAjNJCCTwOxJsU1nJqiAbAYb3hobyZGPwj7qwaKw_cvzbO5q9Bld0g" alt=""><figcaption></figcaption></figure>

Step 6.2: Click on ‘Select signatory’ to select the authorized signatory added.&#x20;

<figure><img src="https://lh3.googleusercontent.com/sSUz-08Jt6ML2ElxlLHzSPva5BFpyXBbyrDAykBmIDjR_VuLrWMSfx70-FWDxBg0NBj78VAHpHzIS4Glm5YVCkpZF_iJZYEC5xKJ1r79qQIFs5f0VuIRFupeyfT5XhsrT0361GPLbS08MhblDUXVK7U" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh4.googleusercontent.com/fqBGMfOaVdDZaVmFzm8fRxVuOeWLeNS5WffsMWWSLnSDOkbMW_dXjNlj3ZGp_E6AHcuv0KrN9kJMnf1APN8WUjV4IeLCS4f7yGqPnlbSSvpCDP2B-z5jteCGxpbNYcXPBloRDYdQgOh8VeqNfu2XPeA" alt=""><figcaption></figcaption></figure>

Step 6.3: Click on the drop-down to select the method of filling as EVC or DSC, whichever suits your business.&#x20;

<figure><img src="https://lh3.googleusercontent.com/6xyy8QfjjuDLqVZU4ATr01wmfpPZ7N5BfSWNqV-2WUYDduEq3LZ5wK0ZoVR2gJo0IhvVoOf5l0j3kfnYlsUSPHVaaS7bZi10oOyYh_YWZmC9vmOXBFcnPO2OV1S2bxX9jp8tGdK5ne8QFG6WN834l3Y" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh6.googleusercontent.com/GR-fR_EvdfJraSWYn7AusoRxUTWVSE34FhLZwKsRZrkPzzkIqzYkAC6cYDqxDoqz1DT2zBzSskEMvargB4LQQjlTFBV9v5-t3uKoOdYPOeEn8Kea5QegYsn3UnXvWnhmBxufvR0EXz3xWoQmgBDTuzU" alt=""><figcaption></figcaption></figure>

Step 6.4: Click on ‘Acknowledge’ to confirm actions taken in the previous two steps.

<figure><img src="https://lh3.googleusercontent.com/kTeq6Wvt3kRH7qeA7_P86x8kb_EYNx9QxmYA4vdFpBHgquSKCDlM74Mswd2i1ETw-tysZAwbWvGO1K69lP8gx8sZbJCJS4OLE3ZFclSVVcKcCKOoZbVaL32mF8pGwjC-925ODxu5TTVy0TidZ9jBxQo" alt=""><figcaption></figcaption></figure>

Step 6.5: Click on ‘Proceed to offset and file’ to offset the ITC.&#x20;

<figure><img src="https://lh5.googleusercontent.com/SNGofhudGPMjEbz3CWAwEymd7MelcKoD3pC0YcywaG1p1hXx-wUe5HqlxD71RyP_X5kY79XXX3ehmsEXGeT42MaWbqoHQVFwVWF-6EwoTpyV3Dm5G1ykXnAuKkSmlSFusImMJ5OGJdQIS8dquyOgXXw" alt=""><figcaption></figcaption></figure>

Step 6.6: Click on ‘Offset late fee’ if there are any such cases.&#x20;

<figure><img src="https://lh4.googleusercontent.com/cVWfEvuZPTOQahrWD-5zUiUsUfol5rneFnVyhBXZgyuWg_SMF1D5UkdbGSJ0LnOCQX02rx-oMSOiE0x-5JC4x6EkNJreKVG9DaytJK-W0GLiBWdvYikA5WF4TwwADIDEPkgGP9dNyiH43DLj230c2UI" alt=""><figcaption></figcaption></figure>

Step 6.7: Click on ‘Connect’ to connect with the GST portal.

<figure><img src="https://lh6.googleusercontent.com/xMx-49B3i-CqzviSlu841TTZTCnAUy2c6bAeAvZDvOE5nc5aAAMMegK44HEjNfbD0HFD_nGVDo-EJ-QYldGmxVPA4e6X1hJGz3Kp3WCzwG0PAxbRZMeJxk-BrY5r8kX5i32EFHwXbPTp3xQqntVWA8s" alt=""><figcaption></figcaption></figure>

Verify the OTP received from the government GST portal.

<figure><img src="https://lh6.googleusercontent.com/bK5Q5E8wnBxGVk2QIGUiyxMDfvDDIeftbnXWt_dpQkm3NG4XnrKoQPle7DXNFz3OF6XSA9pjhSYU3JMR7x3CaXKXLI9FrPgDzBN8sCTnZo9ADpk-0gKMKboN3WJgJWpADX4AUY8wU7gJbqjBZEkNsGU" alt=""><figcaption></figcaption></figure>

Step 6.8: Click on ‘Proceed’ to complete the Offsetting process.&#x20;

<figure><img src="https://lh3.googleusercontent.com/xmDaXN_kesxEBcPXBeiIS2NbJt7zCCZbLXauUa3sAwSKFLSk-AXwikA9zTte8uq9xJD5IyAesaelfCr1AZmnpi_Q9rREHsh0oA3bMhFSjPJG5vFDL8Ff0d8eYraqvN1dz4rQ2YhzYtmYNbUsYhPyplU" alt=""><figcaption></figcaption></figure>

A prompt appears asking if you want to continue with the step. Click on ‘Continue to offset late fee’.

<figure><img src="https://lh3.googleusercontent.com/jfYODbmc9NJ_FUwYcghXvj53TgXDzvVJ6Vf_ObBM-FXTfRfzYBSe5ikxBntVGsu1FwMfwd9K-sJnkq3YMdHbLCuKDFRJETyv2z77HK7Q-gWOw9kfpZ88fpTSqiIXNYuNfZT1AGFAd8ZsSLGdX3a1TBg" alt=""><figcaption></figcaption></figure>

Step 6.9: Click on ‘Get EVC’ to get the OTP from the government GST portal on the registered mobile and Email ID.&#x20;

<figure><img src="https://lh6.googleusercontent.com/UWJ6j_tGWutWXm82fOaiHU6wgyAJNgNUv2RiT1q-ZNGXQFlLFVj3Lf3Y2Mm47gIrCqzK6ZL5_LKzMo3wZUu0t0vh2bQ31_Mv_PGG16ehHWou0BKEqpafcjeOwLIkzEUD921CDmRMkZjXraRGMfcQyH0" alt=""><figcaption></figcaption></figure>

Enter the OTP received from the portal.&#x20;

<figure><img src="https://lh4.googleusercontent.com/M6DB6I0v-NTGkQR4qTgIU3Lc6NU3_YV-4Oct0EplsgW1Z3Qc_-A5GxZEiIFk0G0yrcMXki22xFQhBiC1YfV0OJSiuz8iugdxi4Naps1P5SQ15fqpQ8qsnCkd6y2sk71LvadjFUUJSwADPuLoh2j2Avg" alt=""><figcaption></figcaption></figure>

Step 6.10: Click on the ‘File’ option to complete the GSTR-6 filing.&#x20;

<figure><img src="https://lh5.googleusercontent.com/Kk3uKLzabrO1GQio7fBckqqgPDHiWPd9VBhtq1PWk1RH-N4rSNqMpnoEaYz6Oh6gxWWdv0hItO8GOF6oPQJaJ7DLhzc0QLYBLUuO2vV-IA3K0WG_72inQdcv2edhPtGWnAle41GUL61gjyscK4JF2mU" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh3.googleusercontent.com/-wflgXe88411pgKx-R_56L4V-sHsdumgsnzo1Tm8VpxC6dF-lCWt6npwxemJ8-ENrcfEbq9v9-8RlGTvsL7FJXQZLTHgB7WM-eQLVE6jHeCa3w7Ms2kuC4KyY3PRhL5PRx-1RMDsQcfztmaeuPxEgEE" alt=""><figcaption></figcaption></figure>

## How to File a Nil GSTR-6 Return

Step 1: For filing a nil GSTR-6, select the ‘Select GSTIN for Nil Returns’ option.

<figure><img src="https://lh5.googleusercontent.com/RLlim1lWP_F3yG9RGe1SUodzy9000xwKEF8oGlopJawC1NAIqHQVBrozZaH5UWGcE0pheO3tOnVwChNKbG1-cY1nkYqAj_t_CPK66QZCgcJFha-0GdBdLniAkqx9e-6gbbccpVnPIIzK6YkkGL0Bc5Q" alt=""><figcaption></figcaption></figure>

Step 2: Select the business for which you want to file a nil return.

Note: If you have already ingested any data, then the nil return option will not be available for those GSTINs.&#x20;

<figure><img src="https://lh6.googleusercontent.com/HcsgRC8jq8bCJp_qvI1zR8zqL3Fy7Zcx_KWhHjtUuWDgkkFmxVEScMlZnIOFoJ8bTdwkJvmN4RnuizRRL5ArFP_MbZU_3PGZRX78Gcyz5iKin122Pza6yRUjYDBPVpX8qXDZP88e7lbXtcasbfd4DcM" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh3.googleusercontent.com/kfav3yl6LFS2ke6D4LL6NxQdforKgFfR3NN-rjnFH6JmyEeZ-x-4Ju953T542EqvwbvUzB5BIqqon9abTZEH6jp-jdkFQTGUd01NdlPRoceaB4mTQMfnOZw67xzJ3HyvjikR90Lp9_ZJXLe0Jw3FmsM" alt=""><figcaption></figcaption></figure>

Step 3: Click on ‘Proceed’ after selecting the GSTINs.

<figure><img src="https://lh3.googleusercontent.com/X_pm3XYKR797t2qqB51yIpZlChbiEIGkiMXi3fK0a5UJo548owV35rrhChc502lRSS12akMVkfT2j4EtImMDhymnRuL6DxBAibCASt4D4OEcra32zw315UlCrIFl4vYCDSEHTklGX5YXEV5Hjc58RYo" alt=""><figcaption></figcaption></figure>

Step 4: Click ‘Proceed’ to upload and go to the next step.&#x20;

Step 5: Click ‘Upload to GSTN’ after confirming the details shown on your screen.&#x20;

Step 6: Click ‘Calculate ITC and Save’ and proceed to the next step.&#x20;

Step 7: Click ‘Select signatory’ to select the authorised signatory added.&#x20;

<figure><img src="https://lh4.googleusercontent.com/3uL55mwtjQlxyF6N1C8UvGr0qQ4O5HpaheUVaDdXVi7QiEpyIvIUmC4XizxbY994Fe0SZbx94-2fqrmznQ5rOMnVz9uGRFRS7l7ViPL0scokjx9AoLF4MT79VBusSrPY5F3lCD0V_y8RMmKkQ4iWDIc" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh5.googleusercontent.com/kgRRg15fop9InEOR6MEyq9MhmNRW8KJ8wAVuZPDXepqhwrnWRTCJHJzSvsuMunJng4QsZhiEnCpYatP_sQnqghzzhlaw8s2vKPm2ppICmDILmkhbq16LdYrc-29XbnMxca8cRHUkYTyy25tPf801234" alt=""><figcaption></figcaption></figure>

Step 8: Select the filling method as EVC or DSC.&#x20;

<figure><img src="https://lh4.googleusercontent.com/VYP4oTUHtNH9yr-unnSzmFkxY5elmkzPr9kEM2lb5Gs8s82Io56mI7I3IJxIEUNC7IimWYk2WGqqg90qHUlR2QcLmDnGmBoizhXnrMDlq_nBQHy3WyOaT8UoAX-p9arQxM4tW5hc4XMtF6L6pYy4Vaw" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh3.googleusercontent.com/whBNIrkO_rTvTj7tcNkMqO1-939AYVu2RJ_0vhQtAhWexD_JLbJ4tae8M9znD5XyHHnZOSYel5SR_YB2UOg7S8t3eVATmwSXcRQ18Qhl75-A6rEEt54_GRrzy1pxQe7rYMXc5gcGM5Oop1cqtlY87nw" alt=""><figcaption></figcaption></figure>

Step 10: Click on Acknowledge to confirm the same.&#x20;

<figure><img src="https://lh3.googleusercontent.com/WN6rUw2lMR_IU_ksI_44l4HF_ZGeyYFxTPNs6nPF2LFgXunEBiDpWaVa5It41KJhP2oHo3cK-C_rZ7xeI3MTWQiZpR-DMrpD-zuCWxT4Pr9EBZyG7MsLNyJVqGNsPP1qsgYeZAXC8EHV2N_4b169Tjk" alt=""><figcaption></figcaption></figure>

Step 11: Click on ‘Proceed to offset and file’ to offset the ITC.&#x20;

<figure><img src="https://lh4.googleusercontent.com/1lAROnWfuG46QBAmd3ksBbEmwaLWE_7n9Ixr7JFrk8IZLPmGVuPIQVCLd_ni8BWkSE2A9I3YoKkfYg0vR96gkuEN9OXVUL0OHnd_FXLGF9bweBUdsPzsfbStrpr1js75LMf-TJd-n9AbxY6k1rAnbGo" alt=""><figcaption></figcaption></figure>

Enter the OTP received from the portal.&#x20;

<figure><img src="https://lh4.googleusercontent.com/M6DB6I0v-NTGkQR4qTgIU3Lc6NU3_YV-4Oct0EplsgW1Z3Qc_-A5GxZEiIFk0G0yrcMXki22xFQhBiC1YfV0OJSiuz8iugdxi4Naps1P5SQ15fqpQ8qsnCkd6y2sk71LvadjFUUJSwADPuLoh2j2Avg" alt=""><figcaption></figcaption></figure>

Step 12: Click on the ‘File’ option to complete the GSTR-6 filing.

<figure><img src="https://lh3.googleusercontent.com/-wflgXe88411pgKx-R_56L4V-sHsdumgsnzo1Tm8VpxC6dF-lCWt6npwxemJ8-ENrcfEbq9v9-8RlGTvsL7FJXQZLTHgB7WM-eQLVE6jHeCa3w7Ms2kuC4KyY3PRhL5PRx-1RMDsQcfztmaeuPxEgEE" alt=""><figcaption></figcaption></figure>


# GSTR-7 Filing

ClearGST GSTR-7 Filing Guide

The advanced ClearGST solution provides a solution for GSTR-7 filing, across TDS GSTINs. It also provides its users a smart error correction UI at every stage - upon importing of data, reconciliation/review, uploading prepared data onto the GSTN, for a hassle-free, quick and accurate GSTR-7 filing experience.

With the advanced, enterprise-grade ClearGST solution, you can ensure a notice-free 2023! Here’re some exclusive features for GSTR-7 you must not miss exploring on the platform-

* Enjoy a single file import of all summary for preparing TDS data
* Proactively address errors with our smart error correction on UI such as the ingestion duplicate warning layer, invalid customer GSTINs, etc
* Upload data to GSTN seamlessly with just a click&#x20;

If you are an existing ClearGST user, skip to ‘Import Data for GSTR-7’ section. If you happen to be a new user, follow the steps given under ‘One-time Account Registration’ and ‘Create a Workspace’ sections before proceeding to ‘Import Data for GSTR-7’ section.

#### One-time Account Registration

If you are a first time user, register with ‘Clear’ using our web portal or app, by creating a new account using the authorized person’s email address. Follow the below steps-&#x20;

Step 1: Visit <https://app.clear.in/>  and click on "Create an account”.

<figure><img src="https://lh6.googleusercontent.com/zHqmz2PTKDL0ZNAQsejLljfB-R_tXyt3yRHBQdXKq8-XJ79daNf9HiZokyfgu3CmvFg3fXVnG9zWOb0uVkpAXi1phc9zJ60Q7rJz_oa3GEJ_OVQlkLhYVOGzIU1qwOqBY3YwH-cajxBnQANlWxTpYK8" alt=""><figcaption></figcaption></figure>

Step 2: Verify the email ID via link sent on the registered email ID.&#x20;

<figure><img src="https://lh5.googleusercontent.com/oeMdHrJk2FKNjSchG9u_BrVuCsS2fza2kl0gQAP6s7pHHhKRql4SyqGS577VimWpBnN4H-yD4L6DQ7BuetPmQkSkaVIQ-sn9JNtLQn-pJYRQl_ABEbYA7avXREqUIOHnGtl2eONKPOHc3KJT0F53VYU" alt=""><figcaption></figcaption></figure>

#### Create a Workspace

Once you’ve created an account, login to the account to add company and GSTIN details-

1. Add legal name, annual turnover, ERP in use, and products offered by Clear that you’re interested to use.&#x20;
2. By entering these minimal details, you’ve created a workspace.&#x20;
3. After that, you can add GSTINs and respective business names.

Step 1: Log in to[ https://app.clear.in/](https://app.clear.in/)

<figure><img src="https://lh4.googleusercontent.com/lasXVT4jG2ueYJn_SuQWZ39fysLMf57OZGH-XQP65aWKzDpamsgPD1au0wYPCi26lZHjcdoeDH_hu7kQASM_1eOjJ3b6Ctn-Gj1qu8zSB2xj0V-ybvtN67jlRIwpsnKgWo4Dy7-6gLR5ov5b-Wc7vwE" alt=""><figcaption></figcaption></figure>

Step 2: On the launchpad, select the tile named ‘GST’ to open the GST software.&#x20;

<figure><img src="https://lh4.googleusercontent.com/R-XKTQqCMTCSJoiapxLIDn7wS1iptPHR4A3aeLVbU7ednSZHmmd1yOBZ6zj1eGz6Ls9PID-8U9ZHLN1j9HgAfYI21thmopxYINYugV6YDYi9_cY_YTROOnmibVok6stdeN0DgMH6-gcMELGQYIHsU1U" alt=""><figcaption></figcaption></figure>

Step 3: Click on ‘Add GSTINs →’&#x20;

<figure><img src="https://lh6.googleusercontent.com/EX475Q-y8r4mybcVIz0Jgoqz7JCz7PQwhUJBk47rsiFM87hbfqqunsEktm8ZqL7p_eQXYNcllCDXEvwh6dtsJrzU2a0BrVWjFDHuaVqSJ0SRwFpCbgVfbQG8OlMi5v5y4wM2A9q6fx9oeQVBpd25SCA" alt=""><figcaption></figcaption></figure>

Step 4: Add GSTINs, business name and click on ‘Continue →’.

<figure><img src="https://lh6.googleusercontent.com/qe0ldW4BCYeYzaJHLKRtJTDV2amghwkvLQphOs-jWA7yzSXS8hEfk0z105uWW4t2KwSTVT_5tcaA6rgl1-NiLMkko-4wOTEyetK8XlxHdzeTQexoZQnMUMxQuPaeTdCcF8S1tsi4sefVHj5iickNTPE" alt=""><figcaption></figcaption></figure>

**Import Data for GSTR-7**

An existing user can login to their account and begin with GSTR-7 filing!&#x20;

Our advanced ClearGST solution provides multiple templates/ options to download/import data with minimal manual intervention. Follow the below steps-

Step 1: Click on the ‘Filing’ option, available on the left hand panel highlighted in the below screenshot.&#x20;

<figure><img src="https://lh4.googleusercontent.com/BFgE-pSt_49LpQgQr7STC5rmTG8ztLLkwTSnqvY6Ef6VktH-e0qslMh4HPeSEE974POkYBRKZVCMetcwzOa-Q-CGytMcimhkJdqRFRXcqm598uRQPPs4gC3f4sm2uL-UqcV6in_ZUdiyGmeqCnqJtyg" alt=""><figcaption></figcaption></figure>

Step 2: After that, select the tile named ‘GSTR-7’ on the filing dashboard.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F6AV3FbjXv2Tt0ZLcT9Vw%2Fimage.png?alt=media&amp;token=4946b239-89a6-4c25-a44c-f96c2f62713b" alt=""><figcaption></figcaption></figure>

Step 3: Select the ‘GSTIN’ > Select the ‘Return Period’, for which you want to prepare GSTR-7


# GSTR-8 Filing

ClearGST GSTR-7 Filing Guide

The advanced ClearGST solution provides a solution for GSTR-8 filing, across TCS GSTINs. It also provides its users a smart error correction UI at every stage - upon importing of data, reconciliation/review, uploading prepared data onto the GSTN, for a hassle-free, quick and accurate GSTR-8 filing experience.

With the advanced, enterprise-grade ClearGST solution, you can ensure a notice-free 2023! Here’re some exclusive features for GSTR-8 you must not miss exploring on the platform-

* Enjoy a single file import of all summary for preparing TDS data
* Proactively address errors with our smart error correction on UI such as the ingestion duplicate warning layer, invalid customer GSTINs, etc
* Upload data to GSTN seamlessly with just a click&#x20;

If you are an existing ClearGST user, skip to ‘Import Data for GSTR-8’ section. If you happen to be a new user, follow the steps given under ‘One-time Account Registration’ and ‘Create a Workspace’ sections before proceeding to ‘Import Data for GSTR-8’ section.

#### One-time Account Registration

If you are a first time user, register with ‘Clear’ using our web portal or app, by creating a new account using the authorised person’s email address. Follow the below steps-&#x20;

Step 1: Visit <https://app.clear.in/>  and click on "Create an account”.

<figure><img src="https://lh6.googleusercontent.com/zHqmz2PTKDL0ZNAQsejLljfB-R_tXyt3yRHBQdXKq8-XJ79daNf9HiZokyfgu3CmvFg3fXVnG9zWOb0uVkpAXi1phc9zJ60Q7rJz_oa3GEJ_OVQlkLhYVOGzIU1qwOqBY3YwH-cajxBnQANlWxTpYK8" alt=""><figcaption></figcaption></figure>

Step 2: Verify the email ID via link sent on the registered email ID.&#x20;

<figure><img src="https://lh5.googleusercontent.com/oeMdHrJk2FKNjSchG9u_BrVuCsS2fza2kl0gQAP6s7pHHhKRql4SyqGS577VimWpBnN4H-yD4L6DQ7BuetPmQkSkaVIQ-sn9JNtLQn-pJYRQl_ABEbYA7avXREqUIOHnGtl2eONKPOHc3KJT0F53VYU" alt=""><figcaption></figcaption></figure>

#### Create a Workspace

Once you’ve created an account, login to the account to add company and GSTIN details-

1. Add legal name, annual turnover, ERP in use, and products offered by Clear that you’re interested to use.&#x20;
2. By entering these minimal details, you’ve created a workspace.&#x20;
3. After that, you can add GSTINs and respective business names.

Step 1: Log in to[ https://app.clear.in/](https://app.clear.in/)

<figure><img src="https://lh4.googleusercontent.com/lasXVT4jG2ueYJn_SuQWZ39fysLMf57OZGH-XQP65aWKzDpamsgPD1au0wYPCi26lZHjcdoeDH_hu7kQASM_1eOjJ3b6Ctn-Gj1qu8zSB2xj0V-ybvtN67jlRIwpsnKgWo4Dy7-6gLR5ov5b-Wc7vwE" alt=""><figcaption></figcaption></figure>

Step 2: On the launchpad, select the tile named ‘GST’ to open the GST software.&#x20;

<figure><img src="https://lh4.googleusercontent.com/R-XKTQqCMTCSJoiapxLIDn7wS1iptPHR4A3aeLVbU7ednSZHmmd1yOBZ6zj1eGz6Ls9PID-8U9ZHLN1j9HgAfYI21thmopxYINYugV6YDYi9_cY_YTROOnmibVok6stdeN0DgMH6-gcMELGQYIHsU1U" alt=""><figcaption></figcaption></figure>

Step 3: Click on ‘Add GSTINs →’&#x20;

<figure><img src="https://lh6.googleusercontent.com/EX475Q-y8r4mybcVIz0Jgoqz7JCz7PQwhUJBk47rsiFM87hbfqqunsEktm8ZqL7p_eQXYNcllCDXEvwh6dtsJrzU2a0BrVWjFDHuaVqSJ0SRwFpCbgVfbQG8OlMi5v5y4wM2A9q6fx9oeQVBpd25SCA" alt=""><figcaption></figcaption></figure>

Step 4: Add GSTINs, business name and click on ‘Continue →’.

<figure><img src="https://lh6.googleusercontent.com/qe0ldW4BCYeYzaJHLKRtJTDV2amghwkvLQphOs-jWA7yzSXS8hEfk0z105uWW4t2KwSTVT_5tcaA6rgl1-NiLMkko-4wOTEyetK8XlxHdzeTQexoZQnMUMxQuPaeTdCcF8S1tsi4sefVHj5iickNTPE" alt=""><figcaption></figcaption></figure>

#### Import Data for GSTR-8

An existing user can login to their account and begin with GSTR-8 filing!&#x20;

Our advanced ClearGST solution provides multiple templates/ options to download/import data with minimal manual intervention. Follow the below steps-

Step 1: Click on the ‘Filing’ option, available on the left hand panel highlighted in the below screenshot.&#x20;

<figure><img src="https://lh4.googleusercontent.com/BFgE-pSt_49LpQgQr7STC5rmTG8ztLLkwTSnqvY6Ef6VktH-e0qslMh4HPeSEE974POkYBRKZVCMetcwzOa-Q-CGytMcimhkJdqRFRXcqm598uRQPPs4gC3f4sm2uL-UqcV6in_ZUdiyGmeqCnqJtyg" alt=""><figcaption></figcaption></figure>

Step 2: After that, select the tile named ‘GSTR-8’ on the filing dashboard.

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FCiA37nLEBw3dTzqG1PGC%2Fimage.png?alt=media&amp;token=37c21892-d22d-406d-a80e-314bc32dab95" alt=""><figcaption></figcaption></figure>

Step 3: Select the ‘GSTIN’ > Select the ‘Return Period’, for which you want to prepare GSTR-8

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FSCOY7SonrUZz12G5Uzl0%2Fimage.png?alt=media&amp;token=d3e15722-08f4-40e6-9f6f-e80585d7773b" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F2KMvFZgNx6CHns32s2Yb%2Fimage.png?alt=media&amp;token=fff5065d-cf2d-4f2d-8853-6ea5b6eb4a43" alt=""><figcaption></figcaption></figure>

Step 4: Enter the username & password obtained for accessing your account on the GST Network (GSTN).&#x20;

It is essential to connect with the GSTN or the government portal to auto-pull the relevant data.&#x20;

<figure><img src="https://lh6.googleusercontent.com/dkJU8Gpj_8DhAeDPRaSNWSmARcFz4OELeZkQuE3eXuPrNmV4cS_H7il5ZgHBgjjdqvR_kNQYhHYaKiXQhjuyo_elwhh0FrPt1rYdPljUwYtomA_JuY5Eg43UTuYcj8cxJjcXYBEm1S8pH_GaEe586cY" alt=""><figcaption></figcaption></figure>

Note: Enter the Captcha only if you are a first-time user to activate the API.&#x20;

<figure><img src="https://lh5.googleusercontent.com/P4H8MRTlE1MM3F-EDwdIE_ZkBoIsehtsw1Ut4aXBk0Vsy2_5LamSagY8SrKXnhAf7fx8oSvNEoXLE7_Qzdlv7r0YLktBiEgGRylN-NqL5Pedep5ceoSojRsS20ft_TLISW0gSaLd44Qp_lRjw8xfdfI" alt=""><figcaption></figcaption></figure>

Step 5: Enter the One-Time Password (OTP) received in the email ID & mobile number registered for the GSTIN.&#x20;

<figure><img src="https://lh6.googleusercontent.com/O6p9YJ0P5vrB4go3wWlnzcyCQwQiMz149QcxQfnlbLdZ5p2g65nBLWtZj2Qk8dodpudAMGiIPBqaXUcaeChaire9b_3hSE6PUAT0EYKQO5EuxsiXoZNLt5F74iO6juZq4aLoIfkhZhgxi5heordKyJE" alt=""><figcaption></figcaption></figure>

<br>


# ITC-04 Filing

ClearGST End-to-End ITC-04 Filing Guide

The advanced ClearGST solution provides an end-to-end filing of ITC-04 at a PAN level, across multiple GSTINs. It also provides its users a smart error correction UI at every stage - upon importing of data, uploading prepared data onto the GSTN, and filing with the GSTN, for a hassle-free, quick and accurate ITC-04 filing experience.

With the advanced, enterprise-grade ClearGST solution, you can ensure a notice-free 2023! Here’re some exclusive features for GSTR-1 you must not miss exploring on the platform-

* PAN-level filing that reduces time spent on filing by over 70%
* Enjoy a single file import of all inward and outward challans for preparing the return
* Proactively address errors with our smart error correction on UI such as the ingestion duplicate warning layer, mismatch in tax rate vs tax amount, and invalid customer GSTINs

If you are an existing ClearGST user, skip to ‘Import Data for ITC-04’ section. If you happen to be a new user, follow the steps given under ‘One-time Account Registration’ and ‘Create a Workspace’ sections before proceeding to ‘Import Data for ITC-04’ section.

#### One-time Account Registration

If you are a first time user, register with ‘Clear’ using our web portal or app, by creating a new account using the authorised person’s email address. Follow the below steps-&#x20;

Step 1: Visit <https://app.clear.in/>  and click on "Create an account”.

<figure><img src="https://lh6.googleusercontent.com/zHqmz2PTKDL0ZNAQsejLljfB-R_tXyt3yRHBQdXKq8-XJ79daNf9HiZokyfgu3CmvFg3fXVnG9zWOb0uVkpAXi1phc9zJ60Q7rJz_oa3GEJ_OVQlkLhYVOGzIU1qwOqBY3YwH-cajxBnQANlWxTpYK8" alt=""><figcaption></figcaption></figure>

Step 2: Verify the email ID via link sent on the registered email ID.&#x20;

<figure><img src="https://lh5.googleusercontent.com/oeMdHrJk2FKNjSchG9u_BrVuCsS2fza2kl0gQAP6s7pHHhKRql4SyqGS577VimWpBnN4H-yD4L6DQ7BuetPmQkSkaVIQ-sn9JNtLQn-pJYRQl_ABEbYA7avXREqUIOHnGtl2eONKPOHc3KJT0F53VYU" alt=""><figcaption></figcaption></figure>

#### Create a Workspace

Once you’ve created an account, login to the account to add company and GSTIN details-

1. Add legal name, annual turnover, ERP in use, and products offered by Clear that you’re interested to use.&#x20;
2. By entering these minimal details, you’ve created a workspace.&#x20;
3. After that, you can add GSTINs and respective business names.

Step 1: Log in to[ https://app.clear.in/](https://app.clear.in/)

<figure><img src="https://lh4.googleusercontent.com/lasXVT4jG2ueYJn_SuQWZ39fysLMf57OZGH-XQP65aWKzDpamsgPD1au0wYPCi26lZHjcdoeDH_hu7kQASM_1eOjJ3b6Ctn-Gj1qu8zSB2xj0V-ybvtN67jlRIwpsnKgWo4Dy7-6gLR5ov5b-Wc7vwE" alt=""><figcaption></figcaption></figure>

Step 2: On the launchpad, select the tile named ‘GST’ to open the GST software.&#x20;

<figure><img src="https://lh4.googleusercontent.com/R-XKTQqCMTCSJoiapxLIDn7wS1iptPHR4A3aeLVbU7ednSZHmmd1yOBZ6zj1eGz6Ls9PID-8U9ZHLN1j9HgAfYI21thmopxYINYugV6YDYi9_cY_YTROOnmibVok6stdeN0DgMH6-gcMELGQYIHsU1U" alt=""><figcaption></figcaption></figure>

Step 3: Click on ‘Add GSTINs →’&#x20;

<figure><img src="https://lh6.googleusercontent.com/EX475Q-y8r4mybcVIz0Jgoqz7JCz7PQwhUJBk47rsiFM87hbfqqunsEktm8ZqL7p_eQXYNcllCDXEvwh6dtsJrzU2a0BrVWjFDHuaVqSJ0SRwFpCbgVfbQG8OlMi5v5y4wM2A9q6fx9oeQVBpd25SCA" alt=""><figcaption></figcaption></figure>

Step 4: Add GSTINs, business name and click on ‘Continue →’.

<figure><img src="https://lh6.googleusercontent.com/qe0ldW4BCYeYzaJHLKRtJTDV2amghwkvLQphOs-jWA7yzSXS8hEfk0z105uWW4t2KwSTVT_5tcaA6rgl1-NiLMkko-4wOTEyetK8XlxHdzeTQexoZQnMUMxQuPaeTdCcF8S1tsi4sefVHj5iickNTPE" alt=""><figcaption></figcaption></figure>

<br>


# GSTR-9 Filing

ClearGST GSTR-9 Filing Guide


# GSTR-9C Filing

ClearGST GSTR-9C Filing Guide


# GSTR-1 vs SR Recon

A Complete Guide to E-Invoice (GSTR-1) Vs Sales Register Reconciliation

The GSTR-1 return gets auto-populated with the e-invoice data from the NIC / Invoice Registration Portal (IRP). Hence, it is important for every taxpayer to effectively reconcile their e-invoices with the data in the Sales Register periodically for the following reasons:&#x20;

* To determine the discrepancies between the e-invoice data and the Sales Register and prevent the user from replacing the e-invoice data present on the GST portal. (**Note**: Replacing an e-invoice on the GST portal will remove the IRN associated with it. Due to this, the GSTR-2A/2B data of your customer will not have IRN details for authenticity)&#x20;
* To detect and rectify errors in e-invoices and prevent interest and penalties from arising in the future.

By taking only the necessary documents into account, Clear Advanced Reconciliation aids in producing correct recon findings. Please note that documents such as bills of supply and B2C invoices are not considered for the reconciliation.

If you are an existing Clear GST user, skip to the ‘**Running the E-Invoice (GSTR-1) Vs Sales Register Reconciliation**’ section. If you happen to be a new user, follow the steps given under ‘**One-time Account Registration**’ and ‘**Create a Workspace**’ sections before proceeding to reconciliation.

### **One-time Account Registration**

If you are a first time user, register with ‘Clear’ using our web portal or app, by creating a new account using the authorised person’s email address. Follow the below steps- <br>

**Step 1:** Visit <https://app.clear.in/>  and click on ‘Create an account’.<br>

<figure><img src="https://lh4.googleusercontent.com/pG-HRcEzVUexvuZGOVnWE1Z0S0MfIX3eJ57_hK74ouuDAOGpakbyg3UQ-x034dL79oR_9d7bc3zoZ0sL_Rn7RspbJiGszaW9Gx6U1SzmPOE90FXn94SJrZoaEcWK_ibVUVl4wmvFAtdKNRDu3G0wELY" alt=""><figcaption></figcaption></figure>

**Step 2**: Verify the email ID via link sent on the registered email ID.&#x20;

<figure><img src="https://lh4.googleusercontent.com/UW2aAE8PQInPh5va_TqeNhdEhyKRK3pTIukyD5I-2mmBK48cdTixzP1qtrg390EwkdNmL-MJxs4DeqbdH8Ci2Q-1GtEoS9HPPe8jl8MJkt3kMH2-4V5-GiuUbWHnSHkClESdS0wJlEO2IqFFx44sY1M" alt=""><figcaption></figcaption></figure>

### **Creating a Workspace**

Once you’ve created an account, login to the account to add a company and GSTIN details-

1. Add the legal name, annual turnover, ERP in use, and products offered by Clear that you’re interested to use.&#x20;
2. By entering these minimal details, you’ve created a workspace.&#x20;
3. After that, you can add GSTINs and respective business names.

**Step 1**: Log in to[ https://app.clear.in/](https://app.clear.in/)

<figure><img src="https://lh3.googleusercontent.com/SWoTDPEgNMACXfUudc57eQAL6Hda9TpixWK3zC5NOCF4Hal05lbuT6lyX9pWGBa-hhJ2fKDr5k3GeLS6vgLX6TJrhPQrjxSpwF_6286bXv9BAYPQ33UeVVcEZjQ4zhmSnF8fYzfvMXL2onPOEPjqcTk" alt=""><figcaption></figcaption></figure>

**Step 2**: On the launchpad, select the tile named ‘GST’ to open the GST software.&#x20;

<figure><img src="https://lh5.googleusercontent.com/gZdoQQ9iQeaM5hzoRz-mu6iTsjuMiFA9Bc5TmdzuY13LyjssxisYMp-Z4gGgfcKx_6HLmbEwgOeSVoNADySww-k8x_c0ehdswLZwivgCi6V-LM_hC-tvxzCGFR0unuZNqkEKfqsIUCgF67RE291Jr3o" alt=""><figcaption></figcaption></figure>

**Step 3**: Click on ‘Add GSTINs’&#x20;

<figure><img src="https://lh4.googleusercontent.com/wUhXhZBrKsGcDFRUOtxs9Q2OSNVvl0EMVDSlbGcmw5IrIZGB6DJWCnBnWXH1gj9jc_Zmjzl8o4_mPDAzOR89f6EnEHrlc7alqFIewUCCN8Wdw5ihTcWLSeorggEG89-5hYTaCiTOtLCjZLiXHrEk34Y" alt=""><figcaption></figcaption></figure>

**Step 4**: Add GSTINs, business name and click on ‘Continue’.

<figure><img src="https://lh4.googleusercontent.com/cu98djKUq8DgHtjmbnjgi11Jwr4gZb0AX4YtsgbyBqgDyi6srNOUmAd98qEgcwPYPYNyowxLxD0fWVhxs7yM9AdSoBvFzvTOpYOAKfwmz9GAQzYp7aGG3KzkU6dEcrsuTR_HCCriN74qphXN_sTl_oE" alt=""><figcaption></figcaption></figure>

### **Running the E-Invoice (GSTR-1) Vs Sales Register Reconciliation**

**Step 1**: Select ‘Reconciliation’ from the menu on the homepage.

<figure><img src="https://lh4.googleusercontent.com/sa_7gNG3Uma2DOiTfbUf_Wfpnvgb6v1d9BP-wXB1DDI-N6jq16VYHum9gaD79E32dmkJlXJJaskalUAfRvf96c81-QeL1IBDHVzIm5eRAPJwLMSv-M4uzV_gmGR28Qs3QteUqOK_1O5b1LD90JCE290" alt=""><figcaption></figcaption></figure>

**Step 2**: Choose the ‘E-Inv(G-1) vs SR’ recon option from under the ‘Reconciliations’ tab.&#x20;

<figure><img src="https://lh6.googleusercontent.com/ZVmti4dLdyYTq44i-JaXVlb89UOSoKnbB97Kd2KeCQHyx_N805J0YSk_fYYTlytqylbu3zaO-Tk2brzymvsTDUV0KtIKAdKpmI6B8-rQ5dhUTLMKlQHVdjjxNbtLVtvvA_n_nNn8Ojajx2A-IWDsFZc" alt=""><figcaption></figcaption></figure>

&#x20;                                                               **Or**&#x20;

Access the ‘E-Invoice (GSTR-1) vs Sales Register (SR) Recon’ from the GSTR-1 filling page.

&#x20;

<figure><img src="https://lh5.googleusercontent.com/vSaRUf5Bgf1ZUJ1po5HkqwF3AsLk1Ay7Urp4_iitxj5bPwuwaevCjhMCVnU5H-_r9aACUFnVVdBnTLGPGb52kIBFIvkaaENklWauKBS3NZxCxSjTSrR9Eizw5ihyWJqeeirN1WMDTUHxWj8QwdmtigU" alt=""><figcaption></figcaption></figure>

**Step 3**: Select the business and the return period to proceed with the reconciliation.&#x20;

![:bulb:](https://lh6.googleusercontent.com/diFIpESjKoMAz3gl9h3bs1CFku6Ps05mho0OQzffY3mOI1MN36OXOUJKcZQmA36Qb1tfhaW3wO1jBd8mmLaEbtmksiHSMx-zHuX2WMls-uxcFs490TWr31cvDsCXTgziprj4cO5DRcHdguIOduKbpnQ) ***Pro tip:*** For subscribers of Ultimate SKU of ClearGST 2.0, this reconciliation can be run at a PAN level to save time.

<figure><img src="https://lh3.googleusercontent.com/HeqaO5BIo7Ghk0ZpUhSiOr4JilOWt2b-EpQ-wXwCmRihx4L64tU8xQ2w2e087P87rqKh60BBmVsX2SCdUUFjJyoXU4RgEFM_9R0Jk956Bajj2CCazEp522QJm32dOK23U6FP3AGBrXx3LawxEh255ZU" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh4.googleusercontent.com/7B3OYe_TNyXlq3V1G8h2JUb_XauqqVvzwgUXFtsZyzQC4ew-QbFXhQwzFi8NjO0KcOJ4IrG31ilfsOYxZ5nkZb2tttmYMO1VeV07OGZrPt4DRsDxKas5kayCyWmFL-I_A3e1rLENyNQATwNDJOWXOM0" alt=""><figcaption></figcaption></figure>

**Step 4**: Click on ‘Update Data’ to download / import the relevant data to run the reconciliation.

<figure><img src="https://lh5.googleusercontent.com/wbkATb8sK0k2PxcX4qFSSrVfhourg0qbJKzj3dNt6ryXF3H7hkttSQ3x9IG6jQ6CSKVmFH1Z68KPZUAl-O7-tOL5cP6l1dthWqLZwKJRIf2wKvu6NOJu4M8KfuT4Nz-4xBjGm6fE5tR7qD_crOhnCX4" alt=""><figcaption></figcaption></figure>

\
**Step 5**: Click on ‘Connect’ and enter the government portal credentials to download the GSTR-1 data from the GSTN portal.&#x20;

<figure><img src="https://lh4.googleusercontent.com/b3Tm0NVHBsVio3Vkhejw-5QlcF0kayPnBHBO1meyVzwnH9t0QYNA8RszL72FmdnJkZVv7nS392J1J80ESvKq228mkUAxJVnkxov_ghinkgSs-cY1MeE_7RFGxn4fm-lFpIyStCv5SH0k_R9hFPU3Prs" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh3.googleusercontent.com/WchPmKwKoQVXUrho6spH6FUuVtjlRqOb_zaFel79pc-2GV9vKIl7wTWYdCkyHB7LrtOWPJhJpbRgIQ53hkfTlYLd8IXa8In5BuUokaexUHXsIYSrZW9R2gton7tnHRyXLVSMyW3_GH2mGRGM2CcX53w" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh5.googleusercontent.com/3sjHI3DS9KQelcm-77KvVMzV7JyBdNfuEfmSdzi9CbQ0OtqJ42YPGqO5p997lA1Jbw5poha_N7g7nI75fJU4K-AnjrxDqdc4EleXxx9EX8mdrTIVaA2r-ISeXQNmDw-atXtUVSof2Vj3uXhKalMG0JA" alt=""><figcaption></figcaption></figure>

**Step 6**: Import the Sales Register (If the data has not been uploaded yet).&#x20;

![:bulb:](https://lh6.googleusercontent.com/diFIpESjKoMAz3gl9h3bs1CFku6Ps05mho0OQzffY3mOI1MN36OXOUJKcZQmA36Qb1tfhaW3wO1jBd8mmLaEbtmksiHSMx-zHuX2WMls-uxcFs490TWr31cvDsCXTgziprj4cO5DRcHdguIOduKbpnQ) ***Pro tip:*** You can add custom fields as part of your Sales Register data and download the same as part of the Recon Excel report. For example, you can add the voucher number and batch number fields as additional columns as part of the Sales Register data.&#x20;

<figure><img src="https://lh4.googleusercontent.com/hGhsPNrF-KPVeJ69fayy9iH0xntboEOflcgUg63k0tj8c-jG5OBgxEj-JGXR1fbotsRPUbpkAd0PKcq_svaCj4NxbhZi_doXo3-wkTgf1reekzkCG0meAbiO2jyuzJ6jbQs1C5ahtkUcFFPPSr1VFrc" alt=""><figcaption></figcaption></figure>

**Step 7**: Once the data has been updated, click on ‘Run Reconciliation’ to launch the recon.

<figure><img src="https://lh5.googleusercontent.com/KWA7lMFS7x5jpl9jvKeD96j25o02yvapsmiedqYi6M05gt8tGN42wkHGaGGBWNAztZAg5dAmFJR1Lgo5g1ss6lgrUyTc4JzuRfd_v7MQy-pwJeZPMnjcZRkjC3haItx4Epi41NW1ODWRm7afUW5CzB0" alt=""><figcaption></figcaption></figure>

### Viewing the Recon Results

Once the reconciliation is completed, the results are categorised into matched, suggested match, mismatched and missing buckets:&#x20;

**Matched (Exact Match):-** This section contains documents where the document details, such as invoice number, invoice date, taxable value, tax value, place of supply, return period, etc., exactly match between the Sales Register and E-Invoice data (GSTR-1 draft).&#x20;

**Suggested Match:-** Documents with minor differences in field details will be categorised under ‘Suggested match’. For example, there is a +/- Re.1 difference in the tax value / taxable value. &#x20;

**Mismatched:-** Documents with major differences in field details will be categorised under ‘Mismatched’. For example, the taxable and tax value differences are greater than +/- Re.1.&#x20;

**Missing:-** This section contains invoices that are missing on either side, i.e. Sales Register or G-1 draft.&#x20;

<figure><img src="https://lh5.googleusercontent.com/pOmi9M_kMeceYFMZX-wT6P_bj6jNLCFreTaVMwnRmBXg1DwVwmBwHeE_W49PIY2aVmWYngkkaRETXiaMseHUQJt16UFJD9b3--l7YTdamWLW75L4T-xJ0TqGdN2KMfFZsuH50benfztLlH4k6XwEdIw" alt=""><figcaption></figcaption></figure>

#### **Summary-view**

You can view a match status-wise summary of recon results in the summary view.&#x20;

<figure><img src="https://lh5.googleusercontent.com/AQlxdMiIy7hDngtxFB7PkKwgjBe6jEM2qcs8G29AEmcBPS2LVvN-40WwiWInYHekcWpyJ2_YeIGgA5zHzo6LFIG3HR7UosfHbCKUB0qUDuMzM8FW4UF7pZT7FlmH3Cqp4kccQE_yqJ5eGjXDaK-AtSc" alt=""><figcaption></figcaption></figure>

You can download the reconciliation report and execute the reconciliation again by clicking on ‘Download report’ or ‘Run new recon’ on the drop-down menu under ‘Actions’ on the summary-view screen.

<figure><img src="https://lh3.googleusercontent.com/1XrHki4YADXhyiqtY1TDp4XsOEKQg_xYFzmYPWs8LqTs2XhPLa9v6585ddzFE_lNNSfwN21sk8N6ucdxP4KSNHk0YykOKO4gy3nvt8bwgpP1y-_Eg67zaTLBypf4gnSZ4xHMxJ8d_GLYMU_qqlyLW_0" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh6.googleusercontent.com/JaWQtl8DdqyvE1wWlviOQ0lAGSCxDClvX-DzquGbiMRazn-oI04bKg6KWbIc1LsNiGY3tzGH3MYC7mTNMpU_9M99Wke4Rv9anNVo2QHPP1U9k1_lAAgnJB7viQLLs53nTujVqBhNrWsR5JvJVxMRF7s" alt=""><figcaption></figcaption></figure>

#### **Customer-view**

A customer-level overview of the reconciliation results is available under the tab ‘Customer view’.

<figure><img src="https://lh5.googleusercontent.com/Dm3uDbweKTs-u9285z1INdTjWWnUXpJ5r05N9JxZ--eRn2x7ZurDZdgT_LHX8XgPihU79Jdn2sjl9YBES8GbRV3-EC9BS_k-_a-ocZARc_4IuDXn5aF9Y8s4-peJ6jZoAGs9b0RtA4kGzp9FfCuoxDQ" alt=""><figcaption></figcaption></figure>

In the ‘Customer view’ mode, you can add remarks in bulk at a customer level by clicking on the icon under the ‘Remarks’ column.

<figure><img src="https://lh5.googleusercontent.com/idUqVXLxFh0WECAS1DhWY-HhKuNbd8KVWNjLKRRsxW01Duax313Luw0f0lG0f3Lt7FjJc-XaDne3ND8_h7TMt45zizDJ7W6Cvd3o1s1setpQfPhhNd-J59nsfBITllsZI7nV6Qv_u4qOCsNXHtdKU5M" alt=""><figcaption></figcaption></figure>

You can click on the ‘Show/hide columns’ option if you wish to view only some specific columns.&#x20;

<figure><img src="https://lh3.googleusercontent.com/XHPJBbachVrNDP-gXts-7UWaEo0aFyamNO7UJiDDnsTBVWqkopaLqVsxql0PFP3sxCfymrg8HfE8dro6oxJAqArmZIaqwOJpEQ9hWL4BVjKmWzb7kZ9I3id_dN0OuJQ-bq-eoEdKnVNJ2rfLzZVavpU" alt=""><figcaption></figcaption></figure>

You can download customer-level data by selecting a specific client.&#x20;

<figure><img src="https://lh4.googleusercontent.com/hXaGsHqtPoANl7Q__jmxtRjtsxGkft9-W1LquXdeqZ1CgNf0vCjpgCivqLmOsUAR_HvuRnmAmq1F9ABfiuUvbRT6ReL6p2VP8O0yXLERyYQXG3ItTj1CEtIJR3zqIfCaumsDyZCynB8XgpwpykPkJIc" alt=""><figcaption></figcaption></figure>

You can also apply filters to check the data based on the PAN, GSTIN, etc.&#x20;

<figure><img src="https://lh6.googleusercontent.com/i8uzDvAvl7mnBHYv1ue6ijfji1BB651R4VwKwHmVAi1Al_CkcNsli-pz29-x5hTaei6PXzcc3_7rzSNqOjo_kDjlzHNWYHoYkGPG23tqyoKr7DvjY9tV13M7tAbB5NTpCF7WZOSpb0SQ3Z5wAK39bAA" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh5.googleusercontent.com/rowQFae7gI8-9BvZJjGy--voUtrDbIimwUehUSnwKteeW5x3CztJp1MOC1sBWGvzp-J3QibACLukkvLM3g2pIIunjbRgxuJgOCAMCPXRCNZbI8MoOFrBPZAUdvhVDhdHsWuXR77wQjd32NacwZUsEQo" alt=""><figcaption></figcaption></figure>

#### Document-view

In the document view, you can view the document-level reconciliation results.&#x20;

<figure><img src="https://lh6.googleusercontent.com/e9Hq5kjEinQSA81SNxdztdGHwYKF3JeaMl7KHW9sM-67k1u726F9Wd7TUQ5hEyF8j5aPhC7PGTgwmIGBNeyf6vnrnbGAZRaLEmAp47Eu22GsyOndelxDjEfues-zJdBEV6gdLx3cBvfQajx315M6a6o" alt=""><figcaption></figcaption></figure>

Data snapshots including the data source, number of documents, taxable value, tax value,and tax difference are available under the ‘Document view’ tab.

<figure><img src="https://lh3.googleusercontent.com/_JH04F-gYW4fUnuCr8irWLRhTC-t_34A2TrF65Li2-8RihU2jed0huurJvHlJFpAJHDNTe1tYdYCaosTquqfUDzVhBCafpjCEWtIE1adtGpOHrRii1oc2KcQivOArwzWVdlAjM2sDriKn_hwt0JPg0Y" alt=""><figcaption></figcaption></figure>

### Taking Actions Post-Recon

Take action on any individual invoice or invoices in bulk under the ‘Document view’ tab.

<figure><img src="https://lh3.googleusercontent.com/YzStOOynK4ltfCfZ16jC8S6-J9UxL6ZsqjoMlLkU1wNCgtLbzg0OG42xBD7ZLDGVxhzNj-UakUhuEiOICodt7Khi9wDne0ZlazTg0eU2hbwRwNL1MllFGr0n43Z38TRWbuFbq2CUcnItlWSGFdnQIHk" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh4.googleusercontent.com/ShjlAA3C-Ywn21DrOeQ3iKt71KxTTxlWdiBSGA0DPDVwcOVdasN5egCTD2YsOOC0hizEXentZ4T46guY-qa5cyAqrhXMLdLiGYohPTWOQVvjzGx1VHl_UMnr23KHfz3M5l1Yzx4QqKKiwR1JmT0Yuv8" alt=""><figcaption></figcaption></figure>

You can also check the line item level details from the sales invoices by clicking on the invoice.&#x20;

<figure><img src="https://lh6.googleusercontent.com/m066BfnrOXH9QTctngWwRyIyOhHp6jc3o-vYwC31B0o6xsw6Y3Wvt6MZT5zS8CIzVOnCdrcIWMUUOdwk4XNblz387mi5W8pKN7GG0y0rQ5HMeBe7KAmGVyXe2jasOtXDlgBWrKvCvJTWNZ4v0T9nmhM" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh5.googleusercontent.com/bXh2u8VSZ8KLvtfPkVE_TNI_gVZEvjVnEtliFWsFU8V4xwJhzekFEAL3udMF1THTWTRJJiinRgwje41hNUMFsbJmjVp0FpTfoj0Hgr8vj2jRqBbD2ORiftHOSetz1e23cIzv6XEs6WOaZcj-ctR63Cc" alt=""><figcaption></figcaption></figure>

![:bulb:](https://lh6.googleusercontent.com/diFIpESjKoMAz3gl9h3bs1CFku6Ps05mho0OQzffY3mOI1MN36OXOUJKcZQmA36Qb1tfhaW3wO1jBd8mmLaEbtmksiHSMx-zHuX2WMls-uxcFs490TWr31cvDsCXTgziprj4cO5DRcHdguIOduKbpnQ) ***Pro tip***: Under ‘Document view’, you can add remarks to any individual invoice or in bulk and the same can be downloaded in Excel too.&#x20;

<figure><img src="https://lh3.googleusercontent.com/CjSalXuJQr7TX3hbJYJCZkHZCncQ533on5l0Ld4WBo-a3LknY1M0JafJ_-IFWz1Jk89PhSSA5L0FfD0pvHNuEm6PMCFCfpqd8OqOoz9OdhsaRLff8kx15OgCf0thVqqa_iQ3SjtxJJN9PC3fOpLAo0A" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh4.googleusercontent.com/aKgMNZRGkUVsw8qdWZYdioXQhQvciR6uS10p--wqA8Axf7kWZAKP5UhXK6__nGrttWGLQHmPTmJcXSrHjU6g-qC-6gZfieezjlnSHzV_96LN9j1uh1L6KBf7Zdj4xcmuzR4BbraBSNr8iOLum9mppTQ" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh6.googleusercontent.com/fJiQ-m2NVYtes-E-x4WOZ5CxfY0_r8WeSP1qXdq5la8qe-tInyXpYXzLxowZ119Vg-3dGRMmoXf3wg7tUYJbB2FRaMQhfR6FaNo3Od8DvyP1NKVmuISm7LQvSfxrpiJrde6PTewb4IjFSrTYgQtljtk" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh5.googleusercontent.com/jIAh1m5aUKZcBkg3luuQL5fAKyPmBnXofw9PgjGJPjqjtB8-1yeYZfl8WXOYEhduBBv5qxAyg3-NYsI4U89fjzgrcOHGykM_UqBHAKelnTmANEXZJwjq6JJOgMERiz4Y7sqcJX09LaFvjFcolZ9lnkU" alt=""><figcaption></figcaption></figure>

There are four actions that you will be allowed to take at a document level mark as uploaded (Sales invoice exactly matching with the e-invoice document), delete in GSTR-1, delete in Sales Register (This deletes the e-invoice data from the GSTN portal), and reset action (To erase the action that is already taken).<br>

**Mark as Uploaded:** You can take this action on the sales documents that are already present on the government portal.&#x20;

**Note:** Documents selected as ‘Mark as Uploaded’ will be excluded while saving the documents to the GST portal during the GSTR-1 return filing via Clear GST.

<figure><img src="https://lh6.googleusercontent.com/alK1lKSdoFWm9XJ5U4ymBfHOc1uQKug0_FnjE4W7ChQrTkggN0diV9-lL8tRrG4GphPSz7rGyyVsAESDqXYjBps82l9Se5aLcDYBme7orLHdXIKttO5YvXZH5956milZS5xIWuYpeccMmgGdHvwd--4" alt=""><figcaption></figcaption></figure>

**Delete in GSTR-1 (Govt):** This action will delete the document present in the GSTR-1 on the GST portal. ⚠️Please use it carefully as it is a non-reversible action.&#x20;

(**For example**, you have created an e-invoice that you do not wish to include while furnishing the GSTR-1 return.)

<figure><img src="https://lh6.googleusercontent.com/289U0XUrDHrjx7oVHRx4joaPfKwHm_y8CzNBS6pJQFrdGIFAv2WsMU2nrflQautI_rn8AdN69SjIUuwKVX1AMsFKafeD7uZSqe4G_tzO8GdEcXCfDzzqWaSyh-di44PTtoCd8SJ_-S6M6TaJ8Cv5vZA" alt=""><figcaption></figcaption></figure>

**Delete in Sales Register:** This action will delete the sales documents present on Clear GST.&#x20;

⚠️Please use this with caution, as it is a non-reversible process. &#x20;

<figure><img src="https://lh3.googleusercontent.com/mm3B7Jdpbmkcb_Clr0MuX70TjuLsQBvLHFzmvFuEANaKHFgIVKxCL2rIjre0ZmhBuR913MVFvDfUtyVP8M8yGxcvE7izN0MQbomwtTaoWABwn7nudaaodUwv4eFjRd-fPo_kEWW7InjrSLKhnM0rcMg" alt=""><figcaption></figcaption></figure>

A pop-up will be displayed when you click on ‘Delete in Sales Register’ asking you to confirm whether you want to remove the invoices marked as uploaded from the sales register.

<figure><img src="https://lh5.googleusercontent.com/xVunfk5Vy4CQpCHRpGzWfsrnHveENowP9Ra9CoZ1cLQTM4Tox5iAUSYSmeGCmv_2VasuHXeuUlZsdMM_vzH8oS6HlostG1mJDX0lFEzZGVnGUSjdjh7M6U1HvoQIdsxV5kKljCWlyxSKKXCLOj7VKt0" alt=""><figcaption></figcaption></figure>

**Reset Action:** You can use this operation to undo any ‘Mark as Uploaded’ decisions made on the sales documents.

<figure><img src="https://lh3.googleusercontent.com/TomDJ-w9jq03xDl86Ls7PLHVOEvDFM_J0oAqBvVtC7rmhJEexq41G6S4uxtnFPjC1ty53qxx80IcreeHMblekc2bPEi4QeCfPLknXUM7_OMJVhBsVUXJO4Q0qYI-C328g--pFcRNmDRcJuey5MSQkP0" alt=""><figcaption></figcaption></figure>

![:bulb:](https://lh6.googleusercontent.com/diFIpESjKoMAz3gl9h3bs1CFku6Ps05mho0OQzffY3mOI1MN36OXOUJKcZQmA36Qb1tfhaW3wO1jBd8mmLaEbtmksiHSMx-zHuX2WMls-uxcFs490TWr31cvDsCXTgziprj4cO5DRcHdguIOduKbpnQ) ***Pro tip:*** From the action items list, you can also download the reconciliation report.&#x20;

<figure><img src="https://lh4.googleusercontent.com/qRIrMTb-CZwn34OXOKVQVlMfWDf4ICODO1Zg3MJm0HwvNuOOlI_U5P8wajEr-k5K4ln3PGS6GG1UqYvabDAp918WLA-pP-vCJXJOupVPS4a0wEnrgdPHZvkXVEv-aXxA-dNNy1_mrRZpdo8YwGCXBv8" alt=""><figcaption></figcaption></figure>

![:bulb:](https://lh6.googleusercontent.com/diFIpESjKoMAz3gl9h3bs1CFku6Ps05mho0OQzffY3mOI1MN36OXOUJKcZQmA36Qb1tfhaW3wO1jBd8mmLaEbtmksiHSMx-zHuX2WMls-uxcFs490TWr31cvDsCXTgziprj4cO5DRcHdguIOduKbpnQ) ***Pro tip:*** You can use the show/hide column section if you wish to view only specific columns / additional columns as per your convenience.&#x20;

<figure><img src="https://lh6.googleusercontent.com/3mDgxHT70cf_zMeA0gPfACfH8QVpzApnJ2z3xkWzwLVKz8BYqkr79_i2CWCqsepfhWX1OgQnTNBugZqK7_S7woJT9b0h9EOnT1DqObiVquXPVwuW-4WFd0VMuHHzcu1fbHU6QHz7vYkErt17DpOP88c" alt=""><figcaption></figcaption></figure>

![:bulb:](https://lh6.googleusercontent.com/diFIpESjKoMAz3gl9h3bs1CFku6Ps05mho0OQzffY3mOI1MN36OXOUJKcZQmA36Qb1tfhaW3wO1jBd8mmLaEbtmksiHSMx-zHuX2WMls-uxcFs490TWr31cvDsCXTgziprj4cO5DRcHdguIOduKbpnQ) ***Pro tip:***  The ‘Filters’ option under the document-view tab will allow you to put filters on the required sections (For example, the match status, document type, tax values, etc).&#x20;

<figure><img src="https://lh5.googleusercontent.com/sJrLYx2sFsxmFRADUfv1uD1vnjf24AD4En5BpRd5Z5Ntb-H7COD5579qBqb1tJmSJAPiOXAT9yC5bzvftuAVDAIEPC8jA_9XfBNpsLPfnytNDHZyvN1wHXZ2f8C0cT5TQoHoFGPAqnaeJwgrgBbKQcI" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh6.googleusercontent.com/uOWSzh8gGThvESQJH3yX1gfFdFOFo4Cib7nnmOnpGTufxVXgUK5WuwP28_zRhb6zVzgdjpWpex35i3rxjonEM4K3UEii-7bzfV-bZIMwb0TzFVe28HTL37dcfPQbtk-V6ZEtF5zh0hJvpnExJW2sGz8" alt=""><figcaption></figcaption></figure>

![:bulb:](https://lh6.googleusercontent.com/diFIpESjKoMAz3gl9h3bs1CFku6Ps05mho0OQzffY3mOI1MN36OXOUJKcZQmA36Qb1tfhaW3wO1jBd8mmLaEbtmksiHSMx-zHuX2WMls-uxcFs490TWr31cvDsCXTgziprj4cO5DRcHdguIOduKbpnQ) ***Pro tip:*** Make use of the complete audit trail that is available for all invoices.&#x20;

<figure><img src="https://lh5.googleusercontent.com/VxiUJ_WL0vqXjFQfSD1mGYYi0RAHbaCK3GWEG-WIZqbomDfXJWnbzPFKbXaB5OlPd6BpN4Z3V7r1g24Zh3xZzYI1hme-fVCvLD08-chlfhCASAc6if5QoIKh9TscDFF5GmiuZZXsnKM_O9d3mD2bx8A" alt=""><figcaption></figcaption></figure>

**For further assistance, please contact us at** <gstsupport@cleartax.in> &#x20;

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# GSTR-2B vs PR Recon

The advanced ClearGST solution provides GSTR-2B vs Purchase Register (PR) reconciliation at the GSTIN and PAN levels. <br>

The GSTR-2B vs PR reconciliation tool helps you match and reconcile the Input Tax Credit (ITC), make ITC claims,  share the discrepancies observed in reconciliation results with vendors and finally, auto-fills Table-4 of GSTR-3B.

With the advanced, enterprise-grade ClearGST solution, you can ensure notice-free compliance!&#x20;

Our GST solution comes with the below smart reconciliation features:

* Download the GSTR-2B data across months in seconds at scale
* 3x faster and detects 100% input tax credits with AI-powered reconciliations
* Match invoices by suppliers under multiple GSTINs for a PAN

Following are the steps to do 2B vs PR reconciliation.

### Step 1: Accessing the GSTR-2B vs PR reconciliation feature

Step 1. 1: Select ‘Reconciliation’ from the menu on the homepage.

<figure><img src="https://lh5.googleusercontent.com/pNC8Gcrc2hAqw5WuSlYW6PLnpdYlWUpjuNKYGjwalvvMnDUejagsFYrVLEeS7rDjd3lR7zqhrIhD3ZHNkL8oYsNTxNsUkW-QruDojFwvXH0NbmW-mfJAndjLrUhW7Ze2C5ZoMvElE9U8on4PAZj81bc" alt=""><figcaption></figcaption></figure>

Step 1.2: Choose the ‘2B vs Purchase Register’ option under the ‘Reconciliations’ tab.

<figure><img src="https://lh6.googleusercontent.com/xnXbdlbTfKB6n_LyPqIXiPL9eC58AUZ4EDAu1g92ofNtf5ZD1S803UcvJ7ZIDp3t0woNhbKuZQIBBWMkqqQ-RqHUxcXu89r7RfA974LsIB6g91cUI7qL9CeeJARNX8x9_n6tYNLzOm5M4FpAoHx7T2U" alt=""><figcaption></figcaption></figure>

Step 1.3: You may access the ‘2B vs PR’ reconciliation from GSTR 3B Filling Page by clicking the ‘Run Recon’ button.

<figure><img src="https://lh6.googleusercontent.com/0ckFcFa1XnBJiyydLW0owE9o_Ckjv5kuKiqCJMl1J4btHILNxNhOzZLWP_ESawCBEMA1HPDxNzgZqM3O-Ysc257ESN6BlaGJ6ynjy_zv5ojoywLF41vfPV_GqOzfZpboUrjFqx_npB252MH80bOr6mw" alt=""><figcaption></figcaption></figure>

### Step 2: Initiating the reconciliation

Step 2.1: Select the business and the return period to begin the reconciliation.

<figure><img src="https://lh4.googleusercontent.com/7ySHWtlSvRbXvN49Is7FAzT69ImBGs3QIKMQgIoS0NpKnltC1OS0__JnEZmi2g6CNIs0L6vVVYGTQyhH1krAsBIGiSyHILZ78jkgEVp8NMqiVc8njUsp5eqOKVk4AaS09gFMWPIKktG97ns3FFkjEYo" alt=""><figcaption></figcaption></figure>

![:bulb:](https://lh4.googleusercontent.com/sPFUuwfJzfcyaTDrAhTDpi4Yu6jgRJRrPAVw2Uu-k6EzngSE0YLbc79j6hbinGaM0FhAHY_eoNNwiUvbdPdQSU8XBnjx4rQB6J2cbrD3XU4_hjfl6397WRu4I9g0rwD74aPoDTAUaYK-g8aREUuUmHI)Pro tip: For subscribers of the GST Ultimate plan of ClearGST 2.0, this reconciliation can be run at a PAN level to save time.

Step 2.2: Click ‘Update Data’ to download/import the relevant data to run the reconciliation.

<figure><img src="https://lh6.googleusercontent.com/Ce8G5D-Fw4Nuo5F9wUId_owoz1p1DCDCnZL3JejK_uWjCKLM5F7npPbb2VU5tisu3HDG8jrk8tW6IcKgaJw14sdbVPU5VMnX37tc3A2pwUAa-3oTvJYGOW9cLt_OSLRz_FN8vZQCyLK5UaziP1xPPEk" alt=""><figcaption></figcaption></figure>

Step 2.3: Click ‘Connect’ and enter the government portal credentials to download the GSTR-2B data from the GST portal.

<figure><img src="https://lh6.googleusercontent.com/Dhm3fwTj47BfL7y9hu14W7zA209zKppQpsAy4Nfra-30XAusbc6Fs_ex6x35ezUEDVcai1Tu_b5DkA-nR76nQ5__tN81SOnAw1FJ9-RLJ3IhbzEQPNKi8vku7Gp6Fkzp89mS0BjDCqqcmSA5vEwlUPQ" alt=""><figcaption></figcaption></figure>

Step 2.4: Import the Purchase Register (If the data has not been imported yet).

<figure><img src="https://lh4.googleusercontent.com/AxJlsU947z0qALxl1aU-VkaHSJz2E8XtLgZB6vojC44JRDgLGj-Y9n3sMUM5uM6y1GdHZbDwKEeSAFb2gkeZGPctN7o4I0laQSWozBZ0UNBp-4x6YnFVHE_d3E6PzgNWm25Q4sBlSoXF7XY14Ongd50" alt=""><figcaption></figcaption></figure>

![:bulb:](https://lh4.googleusercontent.com/sPFUuwfJzfcyaTDrAhTDpi4Yu6jgRJRrPAVw2Uu-k6EzngSE0YLbc79j6hbinGaM0FhAHY_eoNNwiUvbdPdQSU8XBnjx4rQB6J2cbrD3XU4_hjfl6397WRu4I9g0rwD74aPoDTAUaYK-g8aREUuUmHI)Pro tip: You can add custom fields as part of your Purchase Register data and download the same as part of the Recon Excel report. For example, you can add the voucher number and batch number fields as additional columns as part of the Purchase Register data.

Step 2.5: Once the data has been updated, click ‘Run Reconciliation’ to launch the reconciliation.

<figure><img src="https://lh4.googleusercontent.com/SGgimn9QDuhR1pOTIHYqDRyjHxBScnb5bf-GUVF0W2Ld1zkgve6dauP9Idpp0sfvPYp3lt2RF_mIV81HEM2BHO7EjMxiloY_6tf_qM6ccQ5PsuKYV83O-KHUKR0e7WGmof9Fzr7C4HYhh3CFoXOLzSI" alt=""><figcaption></figcaption></figure>

### Step 3: Viewing the reconciliation results

Once the reconciliation is completed, the results are categorized into exact match, suggested match, mismatch and missing buckets. The categories are explained below:&#x20;

* Exact Match: This section contains documents with details, such as invoice number, invoice date, taxable value, tax value, place of supply, return period, etc., exactly match between the PR and GSTR-2B.&#x20;
* Suggested Match: Documents matched with AI/Fuzzy logic-based reconciliation will be categorized under suggested match. Also, documents with minor differences in field details will be categorized under ‘Suggested match’. For example, there is a +/- Re.1 difference in the tax/ taxable value.
* Mismatch: Documents with major differences in field details will be categorised under ‘Mismatched’. For example, the taxable and tax value differences are greater than +/- Re.1, mismatch in Supplier GSTIN, place of supply, etc.
* Missing: This section contains invoices that are missing on either side, i.e. Purchase Register or in GSTR-2B.

#### Summary view

* You can view a match status-wise summary of reconciliation results in the summary view.

<figure><img src="https://lh4.googleusercontent.com/lXAX3HO2sPIy148y1kvxvOzV9K9y4yC5TG1K8aBkqMF9AAHOX_AbkhbjqINkKKqKmmY8Uc7dpO2vl2p81sGuwF4nRfSgk5g8gKMcYuNKsOTuReNWC45HInzDESSAmsB8uw6wuf9mj_qxsSbAX76lHN8" alt=""><figcaption></figcaption></figure>

* You can download the reconciliation report by clicking on ‘Download report’ from the actions menu.
* Also, you can initiate a new reconciliation by clicking on ‘Run new recon’ from the ‘Actions’ menu.

<figure><img src="https://lh5.googleusercontent.com/fsPKusiuwB4EAUCOFtcXPopS37LnLggoGqXxRiidOFK9jDUcOEI7kigm7UQ48x2Q1YOqu9v9P9q4cfoHD_JwkF3AHy5x-oakQejIvWhzqbvsH2nHsoizX19T5_OxjWwjJwBUGocLEKUWVEN97DpZYps" alt=""><figcaption></figcaption></figure>

**Document view**

* You can view the document-level reconciliation results.     &#x20;

<figure><img src="https://lh5.googleusercontent.com/48s6c3xGXmSmoimy0MGlUG6IoZf2enuh7dLVbbsd5fssFPKOIeAtjeRC2rhrGWeVTcB4aH0i2dh7V4GH94Jj0OT1KbJKSIq0T4jy6U_Zbkev_2wCNFVZBaKbY0RvJ2o8SxcEImxPKiJ2dNZdfa4IEj4" alt=""><figcaption></figcaption></figure>

* Data snapshots, including the data source, number of documents, taxable value, tax value, and tax difference, are available under the ‘Document view’ tab.&#x20;

&#x20;                                                  &#x20;

<figure><img src="https://lh3.googleusercontent.com/xS_xMoM-psjH_eH7QYgmcrAmh0P9-KnSFHvVEAVoiRW4gEGYiAyylKsmjqsS_tGE22eqWa3BQETkJGw97rT1Bmhv4ll0BFEvl3Ly0UHe8_bsY7X6B50WIThysQYw6D4wq7gx4rTsgqzgyZlPv4Vn8KM" alt=""><figcaption></figcaption></figure>

#### Vendor view

* The vendor-wise summary of reconciliation results is available under the ‘Vendor view’ tab.

<figure><img src="https://lh6.googleusercontent.com/J8pFcvX_xe42ZU9A1Ovnmlkg9mk867UK9lcqM_MT1WixOh1DrJGwf1T9bLAaYkI82Imc01SVirh3hpwaZLx0BURA_yzEVhePvEva9HmSfB-LYnrDcMbKUWN3M2neGpNwy4C9edui6wqa24EyOOx0yRs" alt=""><figcaption></figcaption></figure>

### Step 4: Sharing reconciliation results with vendors

Step 4.1: You can email reconciliation results to one or multiple vendors in a single click.

<figure><img src="https://lh5.googleusercontent.com/uyFd4k8SMvpLqyMskz3uNUQLOaX7YGIrrnYpFflq_ObDurLAYQcRXpt0Vyb_CxLYerw1SFvnUg0ResanE2P8umU6o5DjxK88Y3Vo_Bvv8ZzDxwyoQwkMlYfBciagNVlnYWkaoFgwR9Bt_AxfeqOeecg" alt=""><figcaption></figcaption></figure>

Step 4.2: Select the vendors to whom you want to communicate.

<figure><img src="https://lh3.googleusercontent.com/A4L5kcoycIvDrPiISEh_vimx4IBNkhtocyMvRvgVXYFH0pzaY1XnxQw0dSLiGKWrC4MfueY3RGz3ML4n-8qgBQo5y6TnNQBz54-NN8Pk0un7vJ_own9npKMIPVuCd98kNElOikM6CGD7H_QM7EYJKPk" alt=""><figcaption></figcaption></figure>

Step 4.3:  Click on the ‘Send Email’ option.&#x20;

<figure><img src="https://lh4.googleusercontent.com/c2PvG-ic56m7hnwiQrVfD0qAxeEY28kQp0Em6HX2g2bN3Gu2LeOgkeZzx8Y6_4HDzPpj40ER_o1z8I_StbLamQ10qZCD54NC2mA7OP1h1Z-cj5LHY3gjlhrpjotGksu9GN1FIRFdtzrgxgPnoQSKnO4" alt=""><figcaption></figcaption></figure>

Step 4.4: Select the destination email address from the contact master.

<figure><img src="https://lh3.googleusercontent.com/exvnVVb8QQvAr4vYOM7fHMUKOh6WbTSWT6pnk9JUvfHF9Pvs77_P505MmanwV4oyXu2XVsw5olTXqJ7fDE3xRCBMkGbqe9NfbQrpy-TsSj5VlTP44FkX5dV3dXhVH1HSAzhwY2OTQ2Hx_X4v5QyqflU" alt=""><figcaption></figcaption></figure>

Step 4.5: You can add your vendor contact details to contact the master in bulk. Also you can manually add the email address as well.

<figure><img src="https://lh5.googleusercontent.com/x2YSaJCWUaDYLl-PyBBO8kGzSOPjIPMLAEDN7QhN6bWA_fPQXRj17pTkejhB94OMyP8ZRO17fpPsy3KTSWg23SUKPVAeSd1xgcMaeW18Jxq0UdKK6JCV8QB0m7UxPY7psoy5O35VYwcY2BSfNjnqzhs" alt=""><figcaption></figcaption></figure>

Step 4.6: Mention the reply email \[under From field] address in which you would like to receive the replies from your vendors.

&#x20;

<figure><img src="https://lh4.googleusercontent.com/ldFW3O-e4JxY6u9d-Re3mYg8jd6cHZ4UAhHRNuvXsTrrp-pPKjwpoLk7bRbrrv8hTQvCbljEiWn1JfBpmWPw_jj_SIudFESZ94ytAZaEc3bImwFR09vkAbnkupzCY-8aBtG7qXhcMFko_uODpItCnyQ" alt=""><figcaption></figcaption></figure>

Step 4.7: You can modify the content of the email. You can also use the filters to share only the required data with your vendor.

<figure><img src="https://lh6.googleusercontent.com/dcHdS6Es8dRtd9T7RjG7uvOI0Bl5A4Y3puRh9e3HLmu0y0Bf6ZHLFlRTQqcm-CmT6p8iUYS3Zt9I6Kbm4fBUgxcMCu8IeT2Jj_34_Adhav6mm9HIbLB3E24lFKrGWJUFkLepxjAWUKBwQRzISpTCfxw" alt=""><figcaption></figcaption></figure>

Step 4.8: In the Vendor view mode, you can add remarks in bulk at a vendor level by clicking on the icon under the ‘Remarks’ column.

<figure><img src="https://lh3.googleusercontent.com/_cCX-GnHZbBxsCVtzYEb2PqAZCbskr_DKUx5WW7Ijd5ObhAMlEg7NV-eN0ltLTGE2oAVhnfr4VKsusD_38eT2a2n8-os4980ddHqC1kH_HL7rGj55tAAEG-YCu8DI8F7mp0QZHGXDYQNFq2lmcoanRM" alt=""><figcaption></figcaption></figure>

Step 4.9: You can download customer-level reconciliation results data by selecting a specific client.&#x20;

&#x20;                  &#x20;

<figure><img src="https://lh6.googleusercontent.com/L_BKcbwULrYZW0Be2GdXd44vGYq6pzEPkeiCP0rRZkLjTv4QQ4mob3H-NQJQxndsQAczU3ZThRB9Zon_2h3DAP8oqJWLA8t6UfSUJkSMJzQP_W28T_2M3-lKgumeakOI429ESS_Oxn3mMrFeQcqhjiQ" alt=""><figcaption></figcaption></figure>

Step 4.10: You can also share the reconciled report internally within your team/ with CFO.

<figure><img src="https://lh4.googleusercontent.com/1a73ImZGH3Wj0PXpHtomkgZlr2CpsspG4xqUw4izB_S81eG3LlyUpXz5qoT459lxnRVhxAs85TsozDEqxBCgywznpljBcVwYvltZOFkFoPP5o2EsoaTDR97eNUEvRPrrONE4Qal4WAM_r3JZIadFdq8" alt=""><figcaption></figcaption></figure>

Step 4.11: Click on the ‘Show/hide columns’ option to view only some specific columns.

<figure><img src="https://lh6.googleusercontent.com/qq3NaS7MTe-gsm3nuJdSfCAPorixjSQcTziGgR6dM-ZFMtuTFfYsPPBYj82djPG2wpfvIZznNg8it2V-7bPgvuC0jRs3fZ1P23ZgmhIFWoofEEwpNDUgSmVBxEy6DDfOG5wqJI5TdmKXTAZhLLvqMGM" alt=""><figcaption></figcaption></figure>

Step 4.12: Apply filters to check the data based on the PAN, GSTIN, etc.

<figure><img src="https://lh4.googleusercontent.com/gQJ2icYiNKQ_fxHDgRdWVNxrc-VaXml0Cf_ntYnpbo7iZXpEFxmYewqRpI6SVF88OAeDRXRy2BJaTQqCjBv1ccjfH7VWvvlWP3XjOgg4t018UWxuk4cDqhJkCZm-SPsB8JdPUh8NozPtTWbx9fBOPek" alt=""><figcaption></figcaption></figure>

**Step 5: Taking actions based on reconciliation results**

You can take any of the below five actions at a document/vendor level:

**Claim ITC**&#x20;

* Use this action to claim your ITC on the eligible documents.&#x20;
* You can accept the ITC as per your PR or GSTR-2B.&#x20;
* You will also be able to choose the month on which you wish to claim this ITC & customize the percentage of the ITC claim amount as well.
* Based on your actions, Table-4 of GSTR-3B will be auto-prepared.

**ITC Pending**&#x20;

* Use this action to claim ITC later for the documents. For example, if you are yet to receive the goods/ observe discrepancies between PR & GSTR-2B, etc.,&#x20;
* Documents marked as ITC pending will be automatically considered for subsequent reconciliations irrespective of the return period duration selected.

**ITC Reversed**&#x20;

* Use this action to reverse the previously claimed ITC on documents. For example, ITC incorrectly claimed/ ITC reversal due to non-payment within 180 days, etc.&#x20;
* Based on your actions, Table-4 of GSTR-3B will be auto-prepared.

**ITC Ineligible**

* Use this action on the documents on which the ITC claim is not eligible.

**Reject**&#x20;

* Use this action on cases where the invoice has been incorrectly filed against your GSTIN in GSTR-1 and hence reflected in GSTR-2B. You can reject such documents in GSTR-2B.

Step 5.1: Take action on any individual invoice or invoices in bulk under the ‘Document view’ tab.

<figure><img src="https://lh3.googleusercontent.com/FbzOt5qSFwEeGo2fK2rM080rVLW83fkKwzXcons_6LLvx4--7yUTjpIxeiQ358z-QPy2TAJxqdd_aI_a94ygzYSQR5tDad2wV_b_1hmdbfm_9mGqmvWrbQk7nc-NxOvkGYOvi5zo9nydhypqt8nEGgI" alt=""><figcaption></figcaption></figure>

Step 5.2: You can check the line item level details from the sales invoices by clicking on the invoice.

<figure><img src="https://lh4.googleusercontent.com/DLLrrw9SKPyzbhJ82oIGUcQRfa67ptVCS9UozqJGPtHalV8BKLeeAvbgJg9o9GUOCnT2Z-0lHZzlBv3EOUH1khSBt8A8xQJRWEPjW9WMlT-pRrxGXKV6GiJWNzr1-qirsHGUnFX5y-dA4VP1sp58Z1E" alt=""><figcaption></figcaption></figure>

![:bulb:](https://lh4.googleusercontent.com/sPFUuwfJzfcyaTDrAhTDpi4Yu6jgRJRrPAVw2Uu-k6EzngSE0YLbc79j6hbinGaM0FhAHY_eoNNwiUvbdPdQSU8XBnjx4rQB6J2cbrD3XU4_hjfl6397WRu4I9g0rwD74aPoDTAUaYK-g8aREUuUmHI)Pro tip: Under ‘Document view’, you can add remarks to any individual invoice or in bulk, which can be downloaded in Excel too.

Step 5.3: You can add remarks to single or multiple invoices.

<figure><img src="https://lh6.googleusercontent.com/hR2i1e_Du3vYYvyGh1TF2wmx6RNPXu8VsKI8DXLIzpgM40cISCSBrBuSz2qYV5jAWX6cUoDCY4EQAlRa4M3V0Tdq2R6RvweYfVLWkqpnlrDt_bJQDhDqyC5E7oaVP26N8meAKKNabY_YUp6SXXIddo4" alt=""><figcaption></figcaption></figure>

Step 5.4: You can also filter the documents based on document number, tax difference range, document date, return period, ITC claim month etc, with the filters option available.&#x20;

<figure><img src="https://lh3.googleusercontent.com/a-wPu3nWiWOQ3z7Ckh8dqcoRiLZFXGArDC8x4V4aEXTjpvKjOr4Unm35Ly227IAJfkusTI73yFJ4YLauEPw8vl55rDF-jNMOD7Ow8yPZtakYxrS2Y_ipyIYH7dVYV1kpC02Czm3lATpUjpyDnTWmpJw" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh6.googleusercontent.com/qZm4jIfm8y0zOet2KglNjCa55KsBUDIWuZwKLyQ3-UtieLWan4rd90Lz2XtRs36CDmxwvGn6D2BCBWLZ-V-ZZ4FfU7wqdlNLdea64tM18lFWzc7QW6HQcBfoKIIHMt-ItNjWCoQyJ56nGEsXxx7viGY" alt=""><figcaption></figcaption></figure>

![:bulb:](https://lh4.googleusercontent.com/sPFUuwfJzfcyaTDrAhTDpi4Yu6jgRJRrPAVw2Uu-k6EzngSE0YLbc79j6hbinGaM0FhAHY_eoNNwiUvbdPdQSU8XBnjx4rQB6J2cbrD3XU4_hjfl6397WRu4I9g0rwD74aPoDTAUaYK-g8aREUuUmHI)Pro tip: Under ‘Document view’, you can check a complete audit trail of individual documents. This feature is available for GST ultimate license users.

Step 5.5: Click the history icon to check the actions taken & status changes on an invoice.

<figure><img src="https://lh6.googleusercontent.com/KQByVHL9tnNxd9bpsOeYmSSPaZvi13xBYQM-XmEemUDTZmceULxX3eRREFo36MwXj2FNsYi9mxCj0KO7xRIkml44Y9oJOkyaFMr1Tn98nJk0jH6zgZiRvz-hjnnGoZt7k-CRsZSOV0BNcufneyGhqsE" alt=""><figcaption></figcaption></figure>

Step 5.6: View all the previous actions & status changes on a particular invoice.

<figure><img src="https://lh3.googleusercontent.com/hezGrY76xEHX8PuI1ZxcuVKh3RUd6XgH3Pqqksc4it2YETTKKXWyBGT_8lwUTjiLhtI4xmDYIKt5UXklYYxZ_OrwzyVy79HGRyzpvOWC-zfxZYBkAVXud_imk2DLDIRP895FP-aiulmfESyB2ienbUs" alt=""><figcaption></figcaption></figure>

Step 5.7: Click the ‘Link’ option to link the missing documents on either side manually. One or multiple documents on GSTR-2B can be linked with one or multiple documents on PR.

For example, if there are five invoices in GSTR-2B, but you have booked a single purchase invoice in your ERP, you can link those five GSTR-2B invoices with the single purchase invoice of your PR and claim ITC credit on that.

<figure><img src="https://lh6.googleusercontent.com/y8jnHyVPh8ny00c-oE5jq2SNDSBxlTFNx1rlXDL7jfUQLywE5bFCfqauPwBH__bW-JhPreT810iXNhVFeXE35iwK5xRmH3GsP8UxZKxWdsNtis-sg2JvXE4KYdi0-0XfxkOpwF4cr-G_Jp_kL7k8LvA" alt=""><figcaption></figcaption></figure>

Step 5.8: When clicking the ‘Link’ option, you will get suggestions for linking the invoices.&#x20;

<figure><img src="https://lh6.googleusercontent.com/WjHhU13UP-WH6d6qTYLausxNigm6tXRIpPpFm4Gn4yVqVzCpZNcggu0POSmsbyhn5en5cUkrqkhnvjm1VF_SjGTodN5qQxj4LbIfB2qWYtZ_EB6-3vg9lbjz_g_TA8yI_IcX19JQ_W-t4NTOPntXK9w" alt=""><figcaption></figcaption></figure>

Step 5.9: Select the invoice you want to link and click on save the action.

<figure><img src="https://lh6.googleusercontent.com/rg_vrcHcLKYrakui8ef8R-nhiEmnFt0Ti2j3zOJ9Rw4EmJJE6wnF9RuTjsFXzOCU5U20Xjzum6aY3EqJ4C2n2C-GXWWlbGLbMa4kh_6k-Itc39_Seo9ofnsdUVmqE9roB6JAMlUddDi3iBbhpqMMt_0" alt=""><figcaption></figcaption></figure>

Step 5.10: You can use the search option to search any specific document with document no.&#x20;

<figure><img src="https://lh3.googleusercontent.com/aUuMt2q3JsceMD9G1iIxnqa5lnIcr7luCxl4hfThG6PS6q2TNB5JzyRjCRCMgvp2iavKiN3YMZnQtqW1YJ00faHp3yBWjLluzC6PP73xtX5ZmCo-wE5JpQNf6cSy5oRPiofg0FTrOELg9a00nyZkn8I" alt=""><figcaption></figcaption></figure>

Step 5.11: Click on the save button to complete the linking of the invoice.

<figure><img src="https://lh3.googleusercontent.com/6KMhxekw55cr6q1UxXjSQPzH7NpiNxu1w5XUX1uGtg78_NDkXR26BvtNdIjnpY_aGmoIsR7X-Yn7gvJjMYNs53tTWmwprMIS4sTYKsXajUNOoD2u4HZxfGzhWfXVVgPuFevnr20JZ8jEBG8BUaDzsp4" alt=""><figcaption></figcaption></figure>

Step 5.12: You can view all the linked invoices.

<figure><img src="https://lh4.googleusercontent.com/nd8SrvLXNHcmNdIfBElV_VSvMn0FlyWGHqBJ_K93nQEUqN8Z-zldMhAG6aqly58xOii197SLE6sGnTIbU8x6UOfOvZCo6HJ0yoSh2qn8U18uaYVtn4dJtROHF5f7dpyXAdOSaSvBKdgjw6S9i-sE8X0" alt=""><figcaption></figcaption></figure>

Sep 5.13: You can use the ‘Delink’ option to de-link the already linked documents.

For example, if, as per you, a particular invoice of 2B and PR matching is incorrect, the same can be delinked.

<figure><img src="https://lh5.googleusercontent.com/KUTKs5pgrUGvvbBCKgtXJsCC_od7Wt6-FUZEp_za2MNCsLLOCoo2K4JlEQS0LLIkIuxBcaHOJK3C6ody9pVWeSS-qzfqolz5j1i2b42DOrxK7GnPYbBryvrecYjwacODFLUOoP9cdcF0NqJ2tYEkV7M" alt=""><figcaption></figcaption></figure>

**Step 6: Auto-filling Table-4 of GSTR-3B**

Once you have finished taking action on your 2B vs PR reconciliation results, you can use the same to auto-fill Table-4 of the GSTR-3B form by clicking on ‘View 3B (Table 4)’.

Step 6.1: Click on View 3B (Table 4) to auto-prepare Table 4 of GSTR 3B.

<figure><img src="https://lh4.googleusercontent.com/TAYPRhg5aoqf-W51WuA5p4ZC8-63uvmJCAFk7bJ70ZBbUipsWCaNQIjfDG2x6TIbN3nAQUJJWSI5Ti5j8o-65Fsjp0cg5A8Q-QB1q8v0_1gK4s6p6ZPwjFgk8SxveA6TbpPWACB4bjVSKYzz58Eu3gY" alt=""><figcaption></figcaption></figure>

Step 6.2: A detailed Table 4 snapshot with values in all tables will be available.&#x20;

<figure><img src="https://lh5.googleusercontent.com/vgVa-3ZOyVDB28-SIIFzqmyzGQZab_dM7rWgHz4Ovm1HMeMvJlPKOQt8mvhZ-1Wi248untLO6vbpPqiMMIKXQ2yemmOJVA2du1Gypy3S13SM5y9EAqfbz6J_7NA7r3tKMZMcUqqAv_-6QSXPdYsENs0" alt=""><figcaption></figcaption></figure>

Step 6.3: Click ‘Re-generate Table 4’ if you have updated actions on your reconciliation results after the last Table 4 generation.

<figure><img src="https://lh3.googleusercontent.com/9v5i1hbKCxiHAcEsOl0WcbhXf7zK6f_VlLPkn7Kfj-3b9Tn6KE_C5uh3_leT8cOtxA8iqTq-QjW8HlH-x-o_u8CcvbDvNjUXLJKgvsHhp6QWcG8BonkDYgyilHrBzbnLXOBfZHdXGiVjjy7sZe01o1M" alt=""><figcaption></figcaption></figure>

Step 6.4: You can download the Table 4 data in Excel by clicking the download report. This report provides a detailed document-level calculation trail for Table-4 values & their calculation.

<figure><img src="https://lh3.googleusercontent.com/8NzN0uyfIoayOFzSVEM7tmQlhkBv4MGC9yziY6qSkX8V3hZlZAyotic0LcfMUiI98km5KUqR4t5ARU-6XzPZw84rIqSjj96c9nPwlXDLFr8KG9adse3cUzdOtD-7PT45UmqhufOLcJlRCeIXORkLK2U" alt=""><figcaption></figcaption></figure>

Step 6.5: Click Continue to GSTR-3B to update the Table 4 values to the GSTR-3B form.

&#x20;

<figure><img src="https://lh4.googleusercontent.com/fg1p6rjwO5CXG8bTBk_jm9SzTmskci06mKcSsxxjd502dugmJIwtwzbm_Xzb6Q3qAXN4jrvC5UGuEUCnH-Zpee1W_c8yFloB7TP1Mh5IPfUE-bmWd6m763SFvUe-ivpdzXWPxkHOY2nVM45iU81ocVU" alt=""><figcaption></figcaption></figure>

Step 6.6: In Table 4 of the GSTR-3B form, you can fill only the specific rows for which you have selected the source as 2B vs PR reconciliation, or you can fill all the rows with the reconciliation results using the options suggested.

<figure><img src="https://lh5.googleusercontent.com/-8Pqs026n7Mw9i_eqiUJfg_Pyw7f9fD_cvpeOUkGHMvsLiG5jeDEQQbdN5YqjDCUxahQ9V_UHmIaJv7mnmcE_Jdd3I8dvT6DvEZcDTfrsZ-lIXMQg0wqEE6cL_FnsJpn_l0l_VhU65DBx_92pm6X5BM" alt=""><figcaption></figcaption></figure>

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# Ewb vs G1 Recon

{% file src="/files/N1BxnVEulPi6dRYJyBy1" %}


# E-Invoicing

Explore our guides to help get you started with our ClearE-Invoicing software. You can also view our [short video tutorials ](/product-help-and-support/clear-finance-cloud/cleare-invoicing/cleare-invoicing-video-tutorials)to get more help.

{% tabs %}
{% tab title="Most Popular" %}
[**Register Defmacro as GSP**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/get-started-with-cleare-invoicing/account-setup/register-defmacro-as-gsp)

[**Set up Business Unit**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/get-started-with-cleare-invoicing/account-setup/set-up-business-unit)

[**Upload Documents**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/get-started-with-cleare-invoicing/account-setup/upload-documents)

[**Add new members to account**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/get-started-with-cleare-invoicing/quick-start-guide/add-new-members-to-account)

[**E-Invoice Save and Print**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/e-invoicing/e-invoice-save-and-print)
{% endtab %}

{% tab title="Get Started" %}
![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-McDe7YzhgW5csvA5n9e%2F-McDi3-pORtIHZMK2Htz%2F1618469751205.jpg?alt=media\&token=a06dc676-d7d2-4e75-a9a7-98e19f2d53b9)

[**Create an account**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/get-started-with-cleare-invoicing/account-setup/create-an-account)

[**Register Defmacro as GSP**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/get-started-with-cleare-invoicing/account-setup/register-defmacro-as-gsp)

[**Set up Business Unit**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/get-started-with-cleare-invoicing/account-setup/set-up-business-unit)

[**Upload Documents**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/get-started-with-cleare-invoicing/account-setup/upload-documents)

[**Generate IRN**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/get-started-with-cleare-invoicing/account-setup/generate-irn)

[**Add new members to account**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/get-started-with-cleare-invoicing/quick-start-guide/add-new-members-to-account)

[**Add additional GSTINs/Branches**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/get-started-with-cleare-invoicing/quick-start-guide/add-additional-gstins-branches)

[**Add NIC Credentials**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/get-started-with-cleare-invoicing/quick-start-guide/add-nic-credentials)

[**Add UPI ID for B2C QR Code**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/get-started-with-cleare-invoicing/quick-start-guide/add-upi-id-for-b2c-qr-code)
{% endtab %}

{% tab title="E-Invoicing" %}
![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-McDe7YzhgW5csvA5n9e%2F-McDiBTMx2YVkglXIqwE%2F1617968733489.jpg?alt=media\&token=ec8f5e14-3f6d-4c62-972f-3dda6b980f38)

[**Upload Data**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/e-invoicing/upload-data)

[**E-Invoice Generation**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/e-invoicing/e-invoice-generation)

[**E-Invoice Save and Print**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/e-invoicing/e-invoice-save-and-print)

[**E-Invoice Email**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/e-invoicing/e-invoice-email)

[**Import History**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/e-invoicing/import-history)

[**E-Inv Vs Sales Reconciliation**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/e-invoicing/e-inv-vs-sales-reconciliation)

[**B2C QR Code**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/e-invoicing/b2c-qr-code)
{% endtab %}

{% tab title="E-Way Bills" %}
[**E-Way Bill Generation**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/e-way-bills/e-way-bill-generation)

[**Multi-Vehicle E-Way Bill**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/e-way-bills/multi-vehicle-e-way-bill)

[**Consolidated E-Way Bill**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/e-way-bills/consolidated-e-way-bill)

[**Printing an E-Way Bill**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/e-way-bills/printing-an-e-way-bill)
{% endtab %}

{% tab title="Settings/Configurations" %}
[**NIC Credentials**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/settings-configurations/nic-credentials)

[**Integration Settings**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/settings-configurations/integration-settings)

[**E-Way Bill Settings**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/settings-configurations/e-way-bill-settings)

[**Import Settings**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/settings-configurations/import-settings)

[**Email Settings**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/settings-configurations/email-settings)

[**Business Settings**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/settings-configurations/business-settings)

[**Contact Master**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/settings-configurations/contact-master)

[**User Roles**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/settings-configurations/user-roles)
{% endtab %}

{% tab title="FAQs" %}

#### [General Queries](/product-help-and-support/for-large-businesses/e-invoicing/faqs#general-queries)

[**Export Invoices Related Queries**](/product-help-and-support/for-large-businesses/e-invoicing/faqs#export-invoices-related-queries)

#### [B2C QR Code Queries](/product-help-and-support/for-large-businesses/e-invoicing/faqs#b-2-c-qr-code-queries)

#### [Tally Connector](/product-help-and-support/for-large-businesses/e-invoicing/faqs#tally-connector)

{% endtab %}
{% endtabs %}

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-McDkdHCEZKxexRAnAeA%2F-McDlLXQk-OS8oNUqAgC%2Ftempsnip.png?alt=media\&token=553e8282-3dd1-470a-b91e-dacc5db23be0)


# ClearE-Invoicing Video Tutorials

Learn the basics and get started with the ClearE-Invoicing software

You can watch an entire demo here or you can access specific videos listed below

[E-inv demo](https://www.youtube.com/watch?v=t-T-Cun71uA) (7 mins)

[EWB Demo ](https://www.youtube.com/watch?v=s9anbvBXJ2Y)(8 mins)

[Short Demo](https://www.youtube.com/watch?v=UTemB7vsUpg) (5 mins)

## Account Setup

Learn the basics of setting up and managing your account on ClearTax

| Content                                                                                 | Duration                                 |
| --------------------------------------------------------------------------------------- | ---------------------------------------- |
| [**How to invite a team member and modify member roles**](https://youtu.be/E33ftFwoZT8) | [**1:51**](https://youtu.be/E33ftFwoZT8) |
| [**How to a delete a team member from your account**](https://youtu.be/6Y24cKAAnxw)     | [**0:49**](https://youtu.be/6Y24cKAAnxw) |
| [**How to update your Email settings**](https://youtu.be/5_TOxifkUGs)                   | [**1:00**](https://youtu.be/5_TOxifkUGs) |
| [**How to update your UPI ID for B2C Invoices**](https://youtu.be/hxwHIJdmyNY)          | [**0:49**](https://youtu.be/hxwHIJdmyNY) |
| [**How to update NIC Credentials for your account**](https://youtu.be/-hsyuG74r50)      | [**0:57**](https://youtu.be/-hsyuG74r50) |
| [**How to view history of imported documents**](https://youtu.be/MdD7X7crPsk)           | [**1:23**](https://youtu.be/MdD7X7crPsk) |

## E-Invoicing

Learn how to generate and cancel IRNs, view and print invoices and more on ClearTax

| Content                                                                   | Duration                                                |
| ------------------------------------------------------------------------- | ------------------------------------------------------- |
| [**How to generate an IRN**](https://www.youtube.com/watch?v=cnEm8eyTTaY) | [**1:19**](https://www.youtube.com/watch?v=cnEm8eyTTaY) |
| [**How to cancel an IRN**](https://www.youtube.com/watch?v=N2prDd89oNc)   | [**0:58**](https://www.youtube.com/watch?v=N2prDd89oNc) |
| [**How to download invoices in bulk**](https://youtu.be/ktxmd3dUnjQ)      | [**0:47**](https://youtu.be/ktxmd3dUnjQ)                |

## Tally Connector (TallyERP9)

Learn how to use the ClearE-Invoicing Tally Connector with Tally ERP9

| Content                                                                                                | Duration                                                |
| ------------------------------------------------------------------------------------------------------ | ------------------------------------------------------- |
| [**How to use reports with the Tally Connector?**](https://youtu.be/Rj6N41ELd9o)                       | [**1:38**](https://youtu.be/Rj6N41ELd9o)                |
| [**How to print an e-invoice with the Tally Connector?**](https://www.youtube.com/watch?v=zi4aXSZTKWU) | [**1:07**](https://www.youtube.com/watch?v=zi4aXSZTKWU) |

## Tally Connector (Tally Prime)

Learn how to use the ClearE-Invoicing Tally Connector with Tally Prime

| Content                                                                                 | Duration                                 |
| --------------------------------------------------------------------------------------- | ---------------------------------------- |
| [**How to print an e-invoice with the Tally Connector?**](https://youtu.be/4NMEcOfGO8g) | [**0:58**](https://youtu.be/4NMEcOfGO8g) |
| [**How to use reports with the Tally Connector?**](https://youtu.be/p82MDiNN5_8)        | [**1:33**](https://youtu.be/p82MDiNN5_8) |


# Authorising Clear to generate IRN

In order for users to generate IRN through Clear eInvoicing portal, they need to authorise Clear first. This can be done by creating API credentials on IRP (ClearIRP/NIC) and adding it to the product.

Detailed flow of the onboarding and setup is covered in the [video](https://drive.google.com/file/d/16EAO_0EZzteN33yve6AHenOSZYyX60Iw/view).

### Authorising on ClearIRP

{% content-ref url="/pages/lrjtnfvHn2ZRvkAThUeP" %}
[How do I register my GSTIN on ClearIRP from Clear eInvoicing?](/product-help-and-support/clear-finance-cloud/cleare-invoicing/settings-configurations/clearirp-api-credentials/how-do-i-register-my-gstin-on-clearirp-from-clear-einvoicing)
{% endcontent-ref %}

{% content-ref url="/pages/IUKiwiAGkxMjMudtS1Vo" %}
[How do I create API creds if my GSTIN is already registered?](/product-help-and-support/clear-finance-cloud/cleare-invoicing/settings-configurations/clearirp-api-credentials/how-do-i-create-api-creds-if-my-gstin-is-already-registered)
{% endcontent-ref %}

{% content-ref url="/pages/jUbMQdGMVfr9IB32vUYQ" %}
[I have already created API credentials for my GSTIN, how do I add them?](/product-help-and-support/clear-finance-cloud/cleare-invoicing/settings-configurations/clearirp-api-credentials/i-have-already-created-api-credentials-for-my-gstin-how-do-i-add-them)
{% endcontent-ref %}

### Authorising on NIC

{% content-ref url="/pages/-MaF1SR6tkTlM-uV8GTS" %}
[NIC Credentials](/product-help-and-support/clear-finance-cloud/cleare-invoicing/settings-configurations/nic-credentials)
{% endcontent-ref %}

{% content-ref url="/pages/-M\_4ec41JWiAt1zqy6bw" %}
[Register Defmacro as GSP](/product-help-and-support/clear-finance-cloud/cleare-invoicing/get-started-with-cleare-invoicing/account-setup/register-defmacro-as-gsp)
{% endcontent-ref %}


# Get started with ClearE-Invoicing

Learn the basics of using ClearE-Invoicing

Here are the articles in this section:

### Account Setup&#x20;

* [**Create an account**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/get-started-with-cleare-invoicing/account-setup/create-an-account) **:** Set up a new account on ClearTax E-Invoicing portal
* [**Register Defmacro as GSP**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/get-started-with-cleare-invoicing/account-setup/register-defmacro-as-gsp) **:** Learn how to register Defmacro as GSP
* [**Set up Business Unit**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/get-started-with-cleare-invoicing/account-setup/set-up-business-unit) **:** Before we generate IRNs from the ClearTax portal, Supplier GSTINs of Invoice needs to be added

### Quick Start Guide

* [**Add new members to account**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/get-started-with-cleare-invoicing/quick-start-guide/add-new-members-to-account) **:** This section elaborates how you can invite your team members on the product and assign them different roles on different GSTINs
* [**Add additional GSTINs/Branches**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/get-started-with-cleare-invoicing/quick-start-guide/add-additional-gstins-branches) **:** Learn how to add new Business or GSTIN or Branch to your accounts
* [**Add NIC Credentials**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/get-started-with-cleare-invoicing/quick-start-guide/add-nic-credentials) **:** This guide describes how to add NIC portal credentials on Cleartax
* [**Add UPI ID for B2C QR Code**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/get-started-with-cleare-invoicing/quick-start-guide/add-upi-id-for-b2c-qr-code) **:** Learn how to add UPI ID on invoices for B2C QR Code


# Account Setup

Here are the articles in this section:

* [**Create an account**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/get-started-with-cleare-invoicing/account-setup/create-an-account) **:** Let’s start with setting up a new account on ClearTax portal
* [**Register Defmacro as GSP**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/get-started-with-cleare-invoicing/account-setup/register-defmacro-as-gsp) **:** Learn how to register Defmacro as GSP
* [**Set up Business Unit**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/get-started-with-cleare-invoicing/account-setup/set-up-business-unit) **:** Before we generate IRNs from the ClearTax portal, Supplier GSTINs of Invoice needs to be added


# Create an account

Learn how to create a ClearTax account for E-Invoicing and E-Way Bill

## How to sign up and create your account&#x20;

### Step 1: Go to the [Account creation page](https://einv-demo.cleartax.in)

You will be assisted to setup and start using the ClearTax E-Invoicing product. In case you do not require the product demo, please sign up using [http://einv.cleartax.in](http://einv.cleartax.in/)

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_0pI6wmcwESaoaL1oS%2F-M_4TlMLewrlcycacQCM%2Fimage.png?alt=media\&token=61c6d4a4-ff59-4f8c-97bd-e4fad3fd621c)

### Step 2: Enter Email ID&#x20;

The Email Address entered will be used as the user ID for the admin account&#x20;

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_0pI6wmcwESaoaL1oS%2F-M_4UUAJxb2AC3KI-Olh%2Fimage.png?alt=media\&token=67809d0d-5d1f-48b9-be87-b368950d7a1a)

### Step 3: Enter Password

Enter the password to be setup for this account and click on Sign up. Please remember this password, this will be used for logging in to ClearTax

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_0pI6wmcwESaoaL1oS%2F-M_4UmTD3yd2yFpjnt6B%2Fimage.png?alt=media\&token=a6a079a4-4808-4a6d-9ccb-c7fb041482d0)

### Step 4: Enter Phone Number&#x20;

This number will be used for important communication and security purposes. You can also continue without entering your phone number by clicking on skip this step

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_0pI6wmcwESaoaL1oS%2F-M_4VJ5NaZ_C6zQ2AQkS%2Fimage.png?alt=media\&token=1535e616-826d-4fa1-b022-da27c0057782)

### Step 5: Complete Account creation process

Fill in your Name, Company Name, Role and Company turnover in the relevant fields. This will complete your account creating process

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_0pI6wmcwESaoaL1oS%2F-M_4WOYrSUkn6M4jhew9%2Fimage.png?alt=media\&token=24f17d95-a6dc-46de-934e-c659621fb15e)

## Feedback

{% embed url="<https://docs.google.com/forms/d/e/1FAIpQLSdRIITthCEouHmXIUKEjmGpi_pTTRLKBfXhvu_LTubABfKBEA/viewform?usp=pp_url&entry.571883827=E-Invoicing+Account+Creation>" %}


# Register Defmacro as GSP

Follow these steps to register Defmacro as GSP and generate API username and Password in NIC E-Invoicing portal

## How to register Defmacro as GSP

### Step 1: Login to [IRP](https://einvoice1.gst.gov.in)&#x20;

Login to [IRP](https://einvoice1.gst.gov.in) using NIC username and Password

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_4dOoq9Bzw4ew8Fl6R%2F-M_4gGvdfMZWnkNuvo2E%2Fimage.png?alt=media\&token=c463d4cc-9058-4209-bdc3-052b522148f7)

### Step 2: Click API Registration&#x20;

Click on API Registration from the left-side menu

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_4dOoq9Bzw4ew8Fl6R%2F-M_4gL4J7YVKNqzJYOCE%2Fimage.png?alt=media\&token=19ba5acc-1d3a-4050-80b9-bc4f1588c369)

### Step 3: Create API User

Select "Create API User" listed below user credentials

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_4dOoq9Bzw4ew8Fl6R%2F-M_4gPAv1XBntsqPZhR3%2Fimage.png?alt=media\&token=4ff2aa13-eb28-4d31-bab1-d69229cce328)

### Step 4: Enter OTP&#x20;

Enter the OTP received on your registered mobile number&#x20;

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_4dOoq9Bzw4ew8Fl6R%2F-M_4gSc8yHhCJGWPd_kj%2Fimage.png?alt=media\&token=3ce99bc6-3c5c-41db-9bd3-e711bc4c7af1)

### Step 5: Select Defmacro Software&#x20;

Select Defmacro software under select your GSP and provide Username and Password and submit

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_4dOoq9Bzw4ew8Fl6R%2F-M_4gVadaY-tYbn0X1la%2Fimage.png?alt=media\&token=e789b47a-ca94-4f87-8986-b9bd2fe0f8b7)

## Feedback

{% embed url="<https://docs.google.com/forms/d/e/1FAIpQLSdRIITthCEouHmXIUKEjmGpi_pTTRLKBfXhvu_LTubABfKBEA/viewform?usp=pp_url&entry.571883827=Register+Defmacro+as+GSP>" %}


# Set up Business Unit

Add GSTIN and NIC credentials to authorize ClearTax for generating E-Invoices

## Guide to Setup Business Unit

### Step 1: Enter GSTIN&#x20;

Display would populate State name for GSTIN automatically. Then, click on "Connect with the E-invoice portal"

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_4hhAe71aAYKH3MvzU%2F-M_4pR9mtHvKNaLMn26C%2Fimage.png?alt=media\&token=f605b0c8-8eff-4325-8f75-0f2a316c00fb)

### Step 2: Enter [NIC portal](https://einvoice1.gst.gov.in/) credentials&#x20;

You can use same credentials as used for E-Way Bill generation if already. Enter Captcha shown. If you have already generated API username password , click on Enter API username/Password in right section

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_4hhAe71aAYKH3MvzU%2F-M_4pvxRFjDZOMSY8cvK%2Fimage.png?alt=media\&token=147c586d-a719-4db6-8167-0ae90e0cedac)

### Step 3: Enter OTP&#x20;

Enter OTP for new GSP registration of Defmacro

### Step 4: Enter API username and Password&#x20;

Enter the username password you want to set and click on Authorize ClearTax. Click on forgot password if you have already generated API username/password and do not remember the password

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_4hhAe71aAYKH3MvzU%2F-M_4qrp0umfMavcRa458%2Fimage.png?alt=media\&token=5e715638-c012-4a3e-93e0-5541cde77a85)

If you have forgotten your password then provide OTP to reset password

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_4hhAe71aAYKH3MvzU%2F-M_4r2mrQuogyAEy72U5%2Fimage.png?alt=media\&token=0eb90576-3cc6-4de2-b23e-0c7e49c91dfe)

{% hint style="success" %}
You have successfully completed the business addition process
{% endhint %}

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_4hhAe71aAYKH3MvzU%2F-M_4rHMefqiinC1BSey8%2Fimage.png?alt=media\&token=feeed871-367e-4702-a50c-8bbfbbee30ea)

## Feedback

{% embed url="<https://docs.google.com/forms/d/e/1FAIpQLSdRIITthCEouHmXIUKEjmGpi_pTTRLKBfXhvu_LTubABfKBEA/viewform?usp=pp_url&entry.571883827=Setup+a+Business+Unit>" %}


# Upload Documents

Learn how to upload invoices to ClearTax

## Guide to upload documents to ClearTax

### Step 1: Select "I have my own data"&#x20;

Under bring your data to ClearTax for uploading excel data with Invoices and click on Continue

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_4robSlSFz69_jIhrW%2F-M_4tHmtJ3smsOj2Di5K%2Fimage.png?alt=media\&token=75c4728e-7f59-4136-993e-cd3e17fed7ae)

### Step 2: Select excel format

Select Govt excel for going ahead with a standard invoice template or select Custom template if you want to create a mapping for your own excel format. You can also download sample standard template from the right hand side of the screen.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_4robSlSFz69_jIhrW%2F-M_4tY7Unc5ycsDK3DVa%2Fimage.png?alt=media\&token=72ab00d8-ff06-4229-b786-4ed45e30c7a8)

### Step 3: Select file&#x20;

Choose a file to be uploaded or drag and drop file

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_4robSlSFz69_jIhrW%2F-M_4tyQkPYRJeXmNSnjl%2Fimage.png?alt=media\&token=39e37a1a-0af0-4998-ab52-e7f5d80605cc)

### Step 4: Review Errors

The review screen will show the count of errors after upload. Click on proceed to review to correct error messages

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_4robSlSFz69_jIhrW%2F-M_4u8DInk2EdXoOZJRp%2Fimage.png?alt=media\&token=75389d2d-5bc5-4797-ac0c-23da7784877f)

### Step 5: Correct Errors

Review and correct the error messages highlighted directly in grid and click on "Save and Next"

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_4robSlSFz69_jIhrW%2F-M_4uLH2bmyoL4OkX9Rt%2Fimage.png?alt=media\&token=e3074f5e-50af-4d0d-9873-47ad0b7e3813)

{% hint style="success" %}
Your documents are now successfully uploaded into ClearTax
{% endhint %}

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_4robSlSFz69_jIhrW%2F-M_4umOAHEgyJiJFUlZE%2Fimage.png?alt=media\&token=60ea1045-043a-495a-b106-36b17319969b)

## Feedback

{% embed url="<https://docs.google.com/forms/d/e/1FAIpQLSdRIITthCEouHmXIUKEjmGpi_pTTRLKBfXhvu_LTubABfKBEA/viewform?usp=pp_url&entry.571883827=Upload+Documents>" %}


# Generate IRN

Learn how to generate E-Invoices for the uploaded invoices

## Guide to generate E-Invoices

### Step 1: Generate your first IRN

Click on "Proceed to E-Invoice generation" under Generate your first IRN

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_4vFUURL11L_1ehAGn%2F-M_4vnMuoBHz6tsY28xo%2Fimage.png?alt=media\&token=5ef12829-7b1d-4962-9b91-ae79d1a3b1f0)

### Step 2: Select Invoices&#x20;

Select the invoices for which IRN need to be created

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_4vFUURL11L_1ehAGn%2F-M_4vv93oaj0MclQBYzM%2Fimage.png?alt=media\&token=6dde9533-e657-41a6-be21-71a3462d2566)

### Step 3: Generate IRN

Select all invoices which need IRN generation. The IRN Status column will tag invoices for which IRNs have already been generated.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_4vFUURL11L_1ehAGn%2F-M_4wNEW57TFfYdnyh1-%2Fimage.png?alt=media\&token=d6cfc47f-254f-4140-91b2-8f61dc2db71c)

## Feedback

{% embed url="<https://docs.google.com/forms/d/e/1FAIpQLSdRIITthCEouHmXIUKEjmGpi_pTTRLKBfXhvu_LTubABfKBEA/viewform?usp=pp_url&entry.571883827=Generate+IRN>" %}


# Quick Start Guide

Here are the articles in this section:

* [**Add new members to account**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/get-started-with-cleare-invoicing/quick-start-guide/add-new-members-to-account) **:** This section elaborates how you can invite your team members on the product and assign them different roles on different GSTINs
* [**Add additional GSTINs/Branches**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/get-started-with-cleare-invoicing/quick-start-guide/add-additional-gstins-branches) **:** Learn how to add new Business or GSTIN or Branch to your accounts
* [**Add NIC Credentials**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/get-started-with-cleare-invoicing/quick-start-guide/add-nic-credentials) **:** This guide describes how we can edit the E-invoicing NIC portal credentials on Cleartax
* [**Add UPI ID for B2C QR Code**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/get-started-with-cleare-invoicing/quick-start-guide/add-upi-id-for-b2c-qr-code) **:** Gain knowledge on how to add UPI ID for B2C QR Code


# Add new members to account

Follow these simple steps to invite your team members with access control to your account

Only Admins can invite new members to the workspace/team. Please note that if someone from your organisation signs up directly on Clear E-invoicing portal without the invite, they will end up creating a free trial account which will expire in 30 days. To be able to use your organisation's paid license/account they must join via the invite sent by the Admin

### Step 1: Navigate to Settings icon

Open account settings in the left-hand side panel

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_0pI6wmcwESaoaL1oS%2F-M_4ZixOJ3ughweFAn9k%2Fimage.png?alt=media\&token=6150d123-30ce-427d-979e-788b91e90e84)

### Step 2: Invite New Member

Click on "User Access" in left hand-side and then click on "Invite New Member"&#x20;

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_0pI6wmcwESaoaL1oS%2F-M_4ZzaSEEcBsR6i0W0A%2Fimage.png?alt=media\&token=8919b34e-cd68-445a-ac51-352bce1d47af)

### Step 3: Create User ID and Select Role

Enter the Name and Email ID, which will be user ID of the invited member. Next, select a role for the user and enter any message which would be part of the Invite.&#x20;

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_0pI6wmcwESaoaL1oS%2F-M_4ax1OHUSFd3xeoL0e%2Fimage.png?alt=media\&token=bab391a2-90ff-419b-a39c-69f79f6b3ba7)

{% hint style="info" %}
Detailed explanation of each role is available here
{% endhint %}

### Step 4: Select Business Unit (PAN/GSTIN or Branch)&#x20;

After entering the user details, select the business unit for which access will be provided to the invited member

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_0pI6wmcwESaoaL1oS%2F-M_4bGLTK3-p4qUwGOi3%2Fimage.png?alt=media\&token=cb84459e-be58-4f11-a6c6-fe629ce9c4fd)

### Step 5: Invite Sent&#x20;

Invite will be sent to the selected team member's email

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_0pI6wmcwESaoaL1oS%2F-M_4bbfbJ0JgxtZ6xlGc%2Fimage.png?alt=media\&token=5da1ec3d-a066-44d1-b350-9b9728d6af88)

### Step 6: Accept Invitation&#x20;

The invited user will need to click on "Accept Invitation" on the email received

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_0pI6wmcwESaoaL1oS%2F-M_4bu8HuStUNssJQQVc%2Fimage.png?alt=media\&token=1498e28c-3c37-4a5f-9ee2-e0d3ecc5a8ec)

The invited user will then be re-directed to the ClearTax portal where they would need to accept the the invitation

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_0pI6wmcwESaoaL1oS%2F-M_4cJZyZUdTkuJLK_bU%2Fimage.png?alt=media\&token=6ad1aeb0-e074-4ee2-85de-21981f15f376)

## Feedback

{% embed url="<https://docs.google.com/forms/d/e/1FAIpQLSdRIITthCEouHmXIUKEjmGpi_pTTRLKBfXhvu_LTubABfKBEA/viewform?usp=pp_url&entry.571883827=E-Invoicing+Invite+Members>" %}


# Add additional GSTINs/Branches

Learn to add additional GSTINs and Branches to your account

## Guide to add more GSTINs and Branches

### Step 1: Navigate to Settings icon

Open account settings in the left-hand side panel

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_0pI6wmcwESaoaL1oS%2F-M_4ZixOJ3ughweFAn9k%2Fimage.png?alt=media\&token=6150d123-30ce-427d-979e-788b91e90e84)

### Step 2: Click on business settings

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_5KQ4-trDRPKQRjCOu%2F-M_5Mp9ggKQskLhZRo1e%2Fimage.png?alt=media\&token=28ce82f2-448d-4ec7-8b70-356175b4d1a0)

### Step 3: Add new business units

Under "Add new business units", click on "Add new GSTIN's" if you want to add new GSTIN or  "Add Branches for existing GSTINs" if you are looking to add a branch &#x20;

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_5KQ4-trDRPKQRjCOu%2F-M_5MtOkOa2TXnksaoi1%2Fimage.png?alt=media\&token=ef2e43b4-5407-41f4-bf07-6e0acaf8c6c9)

### Step 4: Add new GSTINs

For adding new GSTINs, enter GSTIN and NIC API credentials, if available. If NIC credentials are not available it can be added later from [add NIC credential section](/product-help-and-support/clear-finance-cloud/cleare-invoicing/get-started-with-cleare-invoicing/quick-start-guide/add-nic-credentials). Please save the GSTIN to proceed

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_5KQ4-trDRPKQRjCOu%2F-M_5NE_b7swt5MAo4Jw8%2Fimage.png?alt=media\&token=b2cf801c-8e04-40fd-9479-41537547e138)

### Step 5: Add new Branch

For adding a new Branch, select a GSTIN for which you want to add a branch. Please save the branch to proceed

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_5KQ4-trDRPKQRjCOu%2F-M_5Nfk9kAm9XI4v_Z2X%2Fimage.png?alt=media\&token=df533f45-eda0-454c-81f7-645ddf943d71)

## Feedback

{% embed url="<https://docs.google.com/forms/d/e/1FAIpQLSdRIITthCEouHmXIUKEjmGpi_pTTRLKBfXhvu_LTubABfKBEA/viewform?usp=pp_url&entry.571883827=Add+additional+GSTINs/Branches>" %}


# Add NIC Credentials

Guide to add NIC credentials for the GSTINs added

**Step 1: Navigate to Settings icon**

Open account settings in the left hand side panel.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FAUb0KiUwkPcrLENOQGY8%2Fs1.png?alt=media\&token=113b1112-73f5-41e0-9b0b-5014433c6177)

**Step 2: Select "NIC Credentials" under account settings**

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FEjCv4LLki0uDNsKmtJ7U%2Fs2.png?alt=media\&token=2848b4ab-7829-4592-ad65-e4c3199957f0)

**Step 3: Click on "Add NIC Credentials"**

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FbPxPBCrHbBekeO1RdLFm%2Fs3.png?alt=media\&token=c64cdddc-70db-49e4-9cf0-16c3e88206bc)

**Step 4: Select the GSTIN from the drop down for which NIC credentials needs to be added**

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FnkmZL8gETIYYgC7ExFND%2Fimage.png?alt=media\&token=ab5d7702-2127-4138-b051-f59d5c3f7e5b)

**Step 5: Enter the NIC API Username and password. Click on save to add the NIC credentials**

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FXeqzQkAgIoTjIIUWihOR%2Fimage.png?alt=media\&token=949f2885-bd5b-4eb5-9661-c2e9ca573d6d)

In case, the GSTIN is not registered on the NIC portal and username, password is not generated, it can be done by clicking on the link provided at the bottom of the screen.


# Add UPI ID for B2C QR Code

Learn to add UPI IDs for generating QR Codes

## Guide to add UPI ID for B2C QR Code

### Step 1: Navigate to settings icon

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_5OHcax_vzSQbTAyKx%2F-M_5PpavP4T-J0iAt3FH%2Fimage.png?alt=media\&token=c256fcdc-fc41-4bd4-8b3f-376ad93ebb04)

### Step 2: Click on UPI settings

Click on "New UPI Account" under "UPI settings"

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_5OHcax_vzSQbTAyKx%2F-M_5Q9987T5Fz_yZRbNn%2Fimage.png?alt=media\&token=7ace755b-d653-48ff-aa1b-105db0f5908e)

### Step 3: Enter UPI ID&#x20;

Enter the UPI ID which needs to be added and click on "select business units to start using"

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_5OHcax_vzSQbTAyKx%2F-M_5QIC46csAVEEykYGi%2Fimage.png?alt=media\&token=f6933523-f391-4032-a835-040c33c11b23)

### Step 4: Select PAN/GSTIN or Branch&#x20;

Select PAN/GSTIN or branch for which the UPI ID is applicable and click on continue

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_5OHcax_vzSQbTAyKx%2F-M_5QNIkxfTviU0gHOHF%2Fimage.png?alt=media\&token=a41be5ca-c61a-41bd-a2a9-d20a442a69c1)

{% hint style="success" %}
UPI ID updated successfully
{% endhint %}

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_5OHcax_vzSQbTAyKx%2F-M_5QfVBl0jyx3xLqL56%2Fimage.png?alt=media\&token=d90e2ef5-4033-48d4-ad69-977d4481e6ef)

## Feedback

{% embed url="<https://docs.google.com/forms/d/e/1FAIpQLSdRIITthCEouHmXIUKEjmGpi_pTTRLKBfXhvu_LTubABfKBEA/viewform?usp=pp_url&entry.571883827=UPI+ID+for+B2C+QR+Code>" %}


# E-Invoicing

Here are the articles in this section:&#x20;

* [**Upload Data**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/e-invoicing/upload-data) **:** This section elaborates the process of importing data (upload a file) on the ClearTax portal and fixing errors, if any
* [**E-Invoice Generation**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/e-invoicing/e-invoice-generation) **:** Learn how to generate E-Invoices from the uploaded invoice data
* [**E-invoice Cancellation**](https://docs.cleartax.in/product-help-and-support/for-large-businesses/cleare-invoicing/e-invoicing/e-invoice-cancellation) : Learn how to cancel IRNs and attached EWBs
* [**E-Invoice Save and Print**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/e-invoicing/e-invoice-save-and-print) **:** Learn how to print invoices one by one or through bulk
* [**Downloading E-invoices**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/e-invoicing/downloading-e-invoices)**:** How to download & access reports
* [**E-Invoice Email**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/e-invoicing/e-invoice-email) **:** Send Emails with generated E-invoices as attachments
* [**Import History**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/e-invoicing/import-history) **:** Check all the invoices uploaded to the ClearE-Invoicing
* [**E-Inv Vs Sales Reconciliation**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/e-invoicing/e-inv-vs-sales-reconciliation) **:** Reconcile your E-invoice (draft GSTR-1) data with your Sales Register Data
* [**B2C QR Code**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/e-invoicing/b2c-qr-code) **:** Guide to generate dynamic QR code for B2C invoices


# Upload Data

Learn to import your invoice data into ClearTax

What kind of templates are available to upload data into Clear E-invoicing?

You can upload invoice data into ClearTax using any of the two templates. Please note that both of them can be used to create IRNs as well as E-Way Bills -&#x20;

* [**Government Template**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/e-invoicing/upload-data/user-guides/upload-data#how-to-upload-data-using-the-govt-template)
* [**Custom Template**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/e-invoicing/upload-data/user-guides/upload-data-1)

To download the  Govt templates from the Clear E-invoicing portal, simply go to

* Upload documents,
* Choose Govt. Template
* Click on Start Uploading button at the bottom right
* you will see the option to download the Govt templates at the bottom

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FDBdm2Jr7kRnsbBIrXQh1%2Fimage.png?alt=media\&token=624cd048-6392-4516-9910-5d3680ff10cb)


# User Guides

All about how to use the features

* [**Government Template**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/e-invoicing/upload-data/user-guides/upload-data#how-to-upload-data-using-the-govt-template)
* [**Custom Template**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/e-invoicing/upload-data/user-guides/upload-data-1)


# Upload E-Inv Data - Government Template

Learn to import your invoice data into ClearTax

## How to upload data using the Govt Template

### Step 1: Upload Invoices

Click on ‘Upload Invoices’ in the left-hand side panel to import your data

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_5SBknrLDxvJZuKwh-%2F-M_5TkB_PckEmr2uFnwt%2Fimage.png?alt=media\&token=adb156e0-adce-4455-a992-b735e4acb476)

### **Step 2: Select Business and Template**

Select the business for which you are uploading invoice and select the Govt Template for uploading invoice and "Start Uploading"

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_5SBknrLDxvJZuKwh-%2F-M_5U6ZTDHGzOKlmCowR%2Fimage.png?alt=media\&token=85065255-cba8-449a-a857-a6b79da8948b)

### Step 3: Upload Files

Fill in the invoice data in the Govt Excel template and select "choose a file to upload"\
If you do not have the template then download it by clicking "Download here"

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_5SBknrLDxvJZuKwh-%2F-M_5UrrTvIpNUXrPU4-v%2Fimage.png?alt=media\&token=dd611760-573c-442e-ad22-23fc30f37ad7)

### Step 4: Discard Files or Proceed to Review

After the upload is done, you can see total no. of documents and no. of errors on screen. From here you can "Proceed to review"  the error, or "Discard File"&#x20;

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_5SBknrLDxvJZuKwh-%2F-M_5f9_30QavMg3gRINt%2Fimage.png?alt=media\&token=bb01e7a5-93fe-42cd-8efa-bfd4ff569b97)

### Step 5: Review Documents

You can correct the document with errors by hovering over the Error Cell and correcting the values in the cells as described in the error body.

You can also correct the errors by "Downloading Error Report" correcting it offline and re- uploading the file

After correcting the error you can click on **"**&#x53;ave and Next"  or you can skip the errors by "skip pending Errors".

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_5SBknrLDxvJZuKwh-%2F-M_5fWZZuvd-OHT9eusN%2Fimage.png?alt=media\&token=be9db55c-4bb1-47e8-bf90-e9899d6e182e)

{% hint style="success" %}
Your invoices have now been successfully imported into ClearTax for IRN generation
{% endhint %}

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_5SBknrLDxvJZuKwh-%2F-M_5fhru4ZWpu8HuUd34%2Fimage.png?alt=media\&token=3492b83b-4db8-471d-a991-90190689c2a0)


# Upload E-Inv Data - Custom Template

Learn to import your invoice data into ClearTax

## How to upload data using the Custom Template

### Step 1: Upload Invoices

Click on ‘Upload Invoices’ in the left-hand side panel to import your data

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_5SBknrLDxvJZuKwh-%2F-M_5TkB_PckEmr2uFnwt%2Fimage.png?alt=media\&token=adb156e0-adce-4455-a992-b735e4acb476)

### **Step 2: Select Business and Template**

Select the business for which you are uploading invoice and select the "New Custom Template" for uploading invoice and "Start Uploading"

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_5SBknrLDxvJZuKwh-%2F-M_5gyxu7ee4yA5X8IGf%2Fimage.png?alt=media\&token=dac27e32-2c45-45f2-b908-883b36cf3b66)

### Step 3: Upload Files

Click on ‘Select file from your Computer’ button to upload your Excel file with custom column names that need to be mapped

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_5SBknrLDxvJZuKwh-%2F-M_5hBVLH-oWTB6RZpcc%2Fimage.png?alt=media\&token=d35fcabd-7ce5-4d83-bec0-f4125af410b6)

### Step 4: Map Column Names

Map ClearTax column names with the column names as per your Excel file.\
Once done, click on **‘**&#x53;ave Template’ to procee&#x64;**.**

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_5SBknrLDxvJZuKwh-%2F-M_5hXsM7br9lCObIMss%2Fimage.png?alt=media\&token=21b976d3-5511-4a60-b979-5c42d6a3fe68)

All the required fields needs to be mapped to generate the template. To continue without mapping all the fields, click on "Save without mapping" to generate the template.

### Step 5: Save Template

Enter the name of the template and click on "Save Templat&#x65;**"** to save the template

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_5SBknrLDxvJZuKwh-%2F-M_5i3kRkmlHXeyTZp4i%2Fimage.png?alt=media\&token=c4bb6741-dd8a-47eb-8b12-2307ee1a27dd)

## Feedback

{% embed url="<https://docs.google.com/forms/d/e/1FAIpQLSdRIITthCEouHmXIUKEjmGpi_pTTRLKBfXhvu_LTubABfKBEA/viewform?usp=pp_url&entry.571883827=E-Invoicing+Upload+Data>" %}


# FAQs

Frequently asked questions about Upload Data

**What kind of templates are available to upload data into Clear E-invoicing?**

You can upload invoice data into ClearTax using any of the two templates. Please note that both of them can be used to create IRNs as well as E-Way Bills -&#x20;

* [**Government Template**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/e-invoicing/upload-data/user-guides/upload-data#how-to-upload-data-using-the-govt-template) user guide
* [**Custom Template**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/e-invoicing/upload-data/user-guides/upload-data-1) user guide

**How can i download the sample template?**

To download the  Govt templates from the Clear E-invoicing portal, simply go to

* Import

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fw1EUKYAeF0go95udzD7d%2Fimage.png?alt=media&amp;token=e355cb38-c008-4770-9465-8c6cc6f07fe8" alt=""><figcaption></figcaption></figure>

* You will see the option - 'Download Govt template for EWB and E-inv and add data' at the bottom

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FsrBQVTfGs5IcpO4wB8Ht%2Fimage.png?alt=media&amp;token=5ecf845b-305e-43f5-a0dc-3ddc4beb23f1" alt=""><figcaption></figcaption></figure>

#### Which file formats are supported?

We support csv & xlsx formats.

**Is there a limit on the number of invoices uploaded per file?**

While there is no limit on the number of invoices but limits are present on the file size depending on the file type. For example, 16 mb is allowed for .xlsx, 1 mb for .xlsb, etc. You can add as many invoices as long as it is within the file size limit

#### Where and how to put Custom Fields like CIN, LUT, product code etc?

Custom fields like above can be added as a separate column in Govt Template (after removing the top level headers) or can be added through your own custom template and should be mapped one time through Custom Excel template.

**What do the columns/fields in Import data templates mean**

All column/fields with a \* are compulsory. \
To get a detailed understanding of each field, you can download the template from our portal & refer the "Explanation Sheet".

**My data got imported with errors, how do I identify and correct those errors?**

All errors in your imported data will have been highlighted in red. You may need to scroll further right. Keep the mouse pointer on the highlighted red box to check the reason for errors and correct the error and revalidate.

If you prefer to work offline, you can download the error file in the top right corner of the interface. Open the downloaded file, make the necessary corrections to the errors listed & Re-upload the Corrected File.

#### Where do I find the Master list for fields like State Code, HSN Code, Country Code, Pin code, Port Code, etc?

You can find it on the [govt website​](https://einvoice1.gst.gov.in/Others/MasterCodes). Please make sure to use only govt approved values else you will get a failure error while generating IRN.

**How can I upload credit notes/debit notes via data upload templates?**

You have to use the same template that is used for uploading invoices. However, you must ensure that the 'Document Type' should be set to CRN for credit notes & DBN for debit notes. Once the template is completed with the necessary information, it can be uploaded through the ClearTax platform.

**Which import template should i use for SEZ invoice?**

You have to use the same import template. However, you must ensure that the Document Type should be set to INV and supply type should be set to **SEZWP** (for supplies to SEZ with payment) or **SEZWOP** (for supplies to SEZ without payment).

####


# E-Invoice Generation

[**User guides:** Learn how to generate E-Invoices from the uploaded invoice data](/product-help-and-support/clear-finance-cloud/cleare-invoicing/e-invoicing/e-invoice-generation/user-guides)

##


# User Guides

How to use the features of the tool

## Guide to generate E-Invoices

{% embed url="<https://www.youtube.com/watch?v=cnEm8eyTTaY>" %}

### Step 1: Select Invoices

Select the ‘Invoices’ for which you want to generate IRN and click on ‘Generate IRN’ button

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_Jc4GeKDc_ZhyXCNka%2F-M_JxY8g7xn3wB04vR9M%2Fimage.png?alt=media\&token=e7ceda4d-ddf2-4bb6-8740-cd0e17cdb5ba)

### Step 2: Connect with NIC

Please wait while the we establish connection with NIC to Generate the IRN

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_Jc4GeKDc_ZhyXCNka%2F-M_JxjQcnojYjkLQJbcf%2Fimage.png?alt=media\&token=9ee89bf8-f5fb-45ed-a990-00112fc6fd9e)

{% hint style="success" %}
Congratulations! Your IRN is now successfully generated
{% endhint %}

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_Jc4GeKDc_ZhyXCNka%2F-M_Jxzw6TVSSgSLt8ZFm%2Fimage.png?alt=media\&token=cd6ff0eb-2565-4aa1-926e-86f2f80929a8)

## Feedback

{% embed url="<https://docs.google.com/forms/d/e/1FAIpQLSdRIITthCEouHmXIUKEjmGpi_pTTRLKBfXhvu_LTubABfKBEA/viewform?usp=pp_url&entry.571883827=E-Invoice+Generation>" %}


# FAQs

Frequently asked questions about IRN generation

**When do I need to generate an IRN? For what type of invoices do I need to generate an IRN?**

IRN can be generated only for B2B invoices and EXPORT invoices (SEZWP- SEZ with payment, SEZWOP - SEZ without payment, EXPWP - Export with payment, EXPWOP - Export without payment , DEXP - Deemed exports)

**Up to how many line items can one invoice have for IRN generation?**

By default 1000 line items are supported from NIC for one Invoice, however this can be increased to 5000 by request to NIC with business justification.

**Can I generate more than one IRN with the same invoice number?**

No, you cannot use the same invoice number more than once in a Financial year.

#### Can I generate e-invoice for invoice number starting with 0 ?

No, the invoice number should not be starting with 0, /and - . If so , the request is rejected.

**Can I create an IRN for a purchase invoice?**

IRN for purchase invoice is not possible. E-invoices can be generated only for sales invoices.

**Can I generate an e-invoice for bill of supply?**

&#x45;**-**&#x69;nvoice for (BOS) Exempt, Nil Rated, Non Gst Supplies cannot be raised. IRN can be generated only for B2B invoices and EXPORT invoices( SEZWP, SEZWOP, EXPWP, EXPWOP , DEXP)&#x20;

**When I generate an IRN via clear E-invoicing product, does it update the Govt portal or do I need to explicitly update the Govt. NIC portal?**

Yes, if you generate an IRN via Clear E-invoicing, the NIC portal gets automatically updated.

&#x20;**On the Clear E-invoicing portal IRN Status is generated but it is not showing on the GST portal/GSTR 1 data**

As per NIC, the invoice details will be reflected in GSTR-1 data on the GST portal within 24 hrs of IRN generation. If the invoices are not reflecting after 24 hrs please raise a ticket with the GSTN team along with the invoice and IRN details at <https://selfservice.gstsystem.in/> or call them at 1800-103-4786 for further assistance.&#x20;

**If i generate an IRN directly on the NIC portal, does it reflect in Clear E-invoicing?**

If IRN is generated directly on the NIC portal those invoices will not be updated in the cleartax portal. However, if you were to regenerate that IRN via Clear E-invoicing, you will get a duplicate IRN message. If you have integrated your ERP with us, you can make a GET\_IRN api call within 48 hours to get the IRN details of an IRN generated on NIC portal.

**How to generate an IRN for a backdated invoice?**

You can generate an IRN for any invoice with a document date (actual date the invoice was generated) that is is less than or equal to the date you generate IRN. The document date should be with in the same financial year i.e. greater or equal to Apr 1. IRNs cannot be created for invoices generated before Oct 2020.

**Why did IRN generation fail? How can I check the reason for failure?**

IRN generation can fail for multiple reasons. Some of the reasons could be : \
**>** HSN code is invalid \
\> GSTIN is invalid/incorrect \
\> Pin code is incorrect \
\> Distance between the pin codes is incorrect \
However, to know the exact reason for failure, please click on the invoice number that failed (usually highlighted in red) the error reason will show up on top.

**How can i get an excel report of all the errors for the failed invoices?**

Go to Documents tab and set the filter to choose status as "failed ". You will get a list of all failed documents and under more action you can download the error report. You can choose the lite report or detailed report . Lite reports give very basic information about your download data but the detailed report contains all information and is equivalent to the e-invoice govt template.

**Once an IRN is generated can I modify it?**

You cannot modify an IRN once it is generated. However, you can cancel it and generate a new IRN with modified details provided you do it within 24 hours of creating the original IRN. You cannot cancel an IRN after 24 hrs from time of generation. Also, if the IRN is associated with an E-Way Bill, ensure that you cancel the E-Way Bill first (if it is active) before canceling the IRN.

**I can't find my Generated Invoice**

Make sure you've chosen the right set of filers on the documents page. You can identify/search relevant e-invoice documents by narrowing your search using the filter options below: \
Document date \
IRN generation date \
Business Document number \
Customer name/GSTIN \
Document Status \
Supply type \
Document type \
Tax value

Please note: Document date is the date on which the original invoice number was raised. While the IRN Generated date will be the date you actually generate an IRN for that invoice. As a general rule your document date will always be less that or same as IRN generated date. \
\
If you still cannot find your generated invoice, please check if the data is older than **365 days**, as it will be shown in the **Historical data section/Archives**.

#### How to check if it is possible to create an E-Invoice for a new GSTIN or how to resolve when we see "GSTIN is invalid" error during IRN Generation but the GSTIN is present on the GST portal?

Check [here](< https://einvoice1.gst.gov.in/Others/TaxpayerSearch>), if the GSTIN is active and enabled. If it is registered and not enabled then enable it on the same page by clicking on 'Update from GST Common Portal'. This issue could also happen to some old GSTINs due to sync issues between GST portal and E-invoice portal.&#x20;

**I can't find my invoices. Where did my data go?**

All the data older than 365 days will be shown in Historical data sectio&#x6E;**/**&#x41;rchives


# E-invoice Cancellation

[**User guide**](https://app.gitbook.com/o/-LZ9fXxaoXhi71JMaLdt/s/-MZESjKfghy4dwB5DEJ1/~/changes/vIcKWn5dX5uUjzwLgj8W/for-large-businesses/cleare-invoicing/e-invoicing/e-invoice-cancellation/user-guide)

[**FAQs**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/e-invoicing/e-invoice-cancellation/faqs)


# User Guide

Learn how to cancel an IRN and attached EWB if any

{% embed url="<https://www.youtube.com/watch?v=N2prDd89oNc>" %}

### Step 1: Select invoices for cancellation

From the list of documents select the ones which are in 'Generated' status and have to be cancelled.

'Generated' E-invoices may also have 'E-way bills' attached to them.

![Select E-invoices to be cancelled](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MfDf8Sg_qs1-soapkKE%2F-MfENOoN2EV5W093gZxB%2FStep%201.png?alt=media\&token=4d6e82e0-d085-4af4-a28b-29bcc72e398f)

### Step 2: Click on 'Cancel IRN' button in 'More Actions'

After selecting the IRNs that have to be cancelled, click on 'More Actions' and then click on 'Cancel IRN' to initiate cancellation of the selected invoices.

!['More Actions' and 'Cancel IRN' button](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MfDf8Sg_qs1-soapkKE%2F-MfENXhyDOtk3GvTs43J%2FStep%202.png?alt=media\&token=93389e3a-41d3-41c2-9984-0c58177c309a)

### Step 3: Selecting options to cancel EWB and IRN or IRN only

From the selected IRNs if there are E-way bills also then there is an option to cancel E-way bills and IRNs together.

E-way bills have to be cancelled before cancelling an IRN.

Select the appropriate option to proceed for cancellation of E-invoices.

![Select option if you want to cancel IRN and EWB together](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MfDf8Sg_qs1-soapkKE%2F-MfENowEqTbjQHyQiqPN%2FStep%203.png?alt=media\&token=d33678f1-4ca2-49bf-b9ee-32b599b0bfa9)

!['More Actions' and 'Cancel IRN' button](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MfDf8Sg_qs1-soapkKE%2F-MfENXhyDOtk3GvTs43J%2FStep%202.png?alt=media\&token=93389e3a-41d3-41c2-9984-0c58177c309a)

![Select option if you want to cancel IRN and EWB together](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MfDf8Sg_qs1-soapkKE%2F-MfENowEqTbjQHyQiqPN%2FStep%203.png?alt=media\&token=d33678f1-4ca2-49bf-b9ee-32b599b0bfa9)

### Step 4: Provide Cancellation Reason and Remarks

Select the reason for cancellation from the dropdown and enter the remarks for cancellation.

The reason and remarks entered will be applicable for both IRN and EWB cancellation.

Click on 'Proceed to Cancel' to start the process of cancellation.

![Proceed to cancel after providing cancellation reason and remarks](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MfDf8Sg_qs1-soapkKE%2F-MfEO8HLx6ClfCUESEIl%2FStep%204.png?alt=media\&token=5243610f-8cce-4175-b4a7-d750ad3e7941)

### Step 5: Connect to NIC and cancel E-invoices

Please wait while we connect to NIC servers to cancel the selected IRNs and EWBs.

![Connecting with NIC to cancel the E-invoices](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MfDf8Sg_qs1-soapkKE%2F-MfEOIC2Winuhs6HhbMj%2FStep%205-1.png?alt=media\&token=2268b528-8508-43d5-82e0-c87ad5a870af)

Congratulations!!! E-invoices have been cancelled successfully.

![IRN cancellation success message](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MfDf8Sg_qs1-soapkKE%2F-MfEOUG143KfGKCHkV47%2FStep%205-2.png?alt=media\&token=4ac43c2e-3d9b-43fe-be6a-efa4412c3948)


# FAQs

Frequently asked questions about IRN cancellation

**Can I modify/cancel an IRN once generated?**

While you can't modify an IRN, you can cancel it. You can only cancel an IRN within 24 hours from the time it was generated. If it is and IRN Eway Bill then ensure that you cancel the E-Way Bill first( If it is active) and then cancel IRN.

**How can I cancel/update an IRN after the 24 hours have lapsed?**

Any IRN has to be cancelled within 24 hours of generation. If the 24 **h**ours have lapse and you need to cancel that IRN you cannot do that. However, you can generate a Credit note for the same IRN if you need to address any changes or cancellations after this period.

**Unable to cancel IRN.**

You can only cancel an IRN within 24 hours from the time it was generated. If it is and IRN Eway Bill then ensure that you cancel the E-Way Bill first (If it is active) and then cancel IRN.


# E-Invoice Printing

Learn how to print invoices one by one or in bulk through ClearTax E-Invoicing portal

[**User Guides**](https://app.gitbook.com/o/-LZ9fXxaoXhi71JMaLdt/s/-MZESjKfghy4dwB5DEJ1/~/changes/dQyn5jJBycSesKtcnNOu/for-large-businesses/cleare-invoicing/e-invoicing/e-invoice-save-and-print/e-invoice-save-and-print)

**FAQs**


# User guides

Learn how to print invoices one by one or in bulk through ClearTax E-Invoicing portal

## Guide to Print Invoices

### Step 1: Select Invoices

Select ‘Single or Multiple Invoices’ which you want to Print and click on ‘Print’ button to print the invoices

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_JyV82Ec1mwzfjyVlX%2F-M_Jys7b0Fm-bJ6Qvk1R%2Fimage.png?alt=media\&token=d5a67781-c435-4a72-993e-a2261e0c9553)

### **Step 2: Select Template**

**‘**&#x53;elect a Template’ from the left section to get a preview of the print format and click on ‘Generate Print Preview’ to view a print preview with actual invoice details

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_JyV82Ec1mwzfjyVlX%2F-M_Jz3jjxJR7ROD0GptK%2Fimage.png?alt=media\&token=163271c5-1fa2-41d1-a494-d51502208922)

### **Step 3: Print Preview**

The print preview with the actual data is now available. You can send it for print by clicking on the print icon on the top right section. Alternatively, you can also download the pdf of the same from the top right section.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_JyV82Ec1mwzfjyVlX%2F-M_JzPXxFW5r1yEMvaur%2Fimage.png?alt=media\&token=7394f5ba-4944-4b2c-81a4-5657c18cc52d)

## Feedback

{% embed url="<https://docs.google.com/forms/d/e/1FAIpQLSdRIITthCEouHmXIUKEjmGpi_pTTRLKBfXhvu_LTubABfKBEA/viewform?usp=pp_url&entry.571883827=E-Invoice+Save+and+Print>" %}


# FAQs

**How to include our company logo on the e invoice format?**

Go to settings\
Business settings \
Click on edit details on particular entity \
Click on upload logo and upload&#x20;

**How can I add a digital signature on e-invoice?**

1. **Go to the settings** in your application.
2. Under **Global Settings**, click on **“DSC Configuration.”**
3. In the top right corner, click on **“Setup Digital Signature.”**
4. Click on **“Import PFX file,”** then add your signature and password, and click on **“Proceed.”**
5. Now, select the business for which you want to grant digital signature access.
6. Finally, click **“Save and Complete.”**

**Some details are incorrect or missing in my invoice print.**

Please double check whether you have imported the right values in the excel file. If the values are correct but still the data looks incorrect/is missing on the print, please reach us via the help section in the product.

**How can i do multiple prints at one go?**

Mark the relevant invoices and select the print detailed/basic

**Can I customise the template of my e-invoice?**

If template customisation is part of your paid plan, we will be able to help you out. Please reach us via the help section in the top right of the Clear E-invoicing portal.

**I can't find my print template**

All Standard print templates are present in print preview screens. Any custom template that you have opted for will be visible once development is completed and added to account.&#x20;

**I am unable to scan the QR code on my e-invoice**

You have to use the scanner approved by IRP available on the link here. [https://einvoice1.gst.gov.in/Others/QRCodeVerifyApp<br>](https://einvoice1.gst.gov.in/Others/QRCodeVerifyApp)Alternately, you could also try zooming in on the soft copy and then retry scanning.


# Downloading e-invoices

**Up to how many months of e-invoice data can i download at a time?**

You can view & download up to 1 month's/30 days data at a time.

**Where can i find my downloaded reports?**

Click on the Bell Icon on Top right hand **s**ide and **y**ou can see the request there. Click on the file you have to download.

**My data/reports are not getting downloaded**

You can download the reports and find it inside the notification/bell icon on the top right of the E-invoicing portal. You can access your downloads from he. \
If you are still not able to download, you may need to change your browser settings as the website may be blocked from downloading. Once you allow downloads from this website, you should be able to download reports.

**How can I download older invoices?**

All invoices dated more than 1 year old can be found in historical data or Archives section.&#x20;

**How can I download the latest imported excel file?**

The latest imported excel file can't be downloaded. If the you want to check previous data imports summary that can be seen in the import history page. If a particular document is needed that can be searched via document number filter in documents page.


# E-Invoice Email

Learn how to send the invoices over email as attachments

## Guide to send invoices over mail

### Step 1: Navigate to Invoices

Click on "Invoices" in the sidebar menu

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_JzXbHFm43dAFBgnQA%2F-M_K0jq7IMM_Hr1nUepL%2Fimage.png?alt=media\&token=ddb7f7c5-bac5-4414-9a96-f8d41699e586)

### Step 2: Filter Invoices

Adjust the filters as desired to filter out from all available invoices.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_JzXbHFm43dAFBgnQA%2F-M_K0s6bIsTzc2zSEWi0%2Fimage.png?alt=media\&token=5fb4928d-f4b8-404b-89fd-5afbda4611b8)

### Step 3: Select Invoices for Mailing

Select the invoices that you want to send by ticking the boxes beside the invoice number.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_JzXbHFm43dAFBgnQA%2F-M_K1AOveFljR9f8JBVl%2Fimage.png?alt=media\&token=3ec93f46-1f40-42b4-867b-89b6face4650)

### Step 4: Select Action

Click on "More Actions"  and in the dropdown select "Email"

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_JzXbHFm43dAFBgnQA%2F-M_K1LEByz_uXWPBnEOT%2Fimage.png?alt=media\&token=e9828183-1e13-434a-9bd2-5789c301362b)

### Step 5: Select Contact and Send

* Edit the list of person to whom the mail is to be sent. You can select contacts from contact master as well as add it manually
* Select the type of template according the type of invoice
* Click on "Send" to send the mail

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_JzXbHFm43dAFBgnQA%2F-M_K1agX7S-AeYLIynq5%2Fimage.png?alt=media\&token=060f14e2-c1ab-440b-9848-9ea93017beb9)

## Feedback

{% embed url="<https://docs.google.com/forms/d/e/1FAIpQLSdRIITthCEouHmXIUKEjmGpi_pTTRLKBfXhvu_LTubABfKBEA/viewform?usp=pp_url&entry.571883827=E-Invoice+Mail>" %}


# Import History

Check all the historical invoice uploads by following a few, simple steps

## Guide to view import history

{% embed url="<https://youtu.be/MdD7X7crPsk>" %}

### **Step 1:** Click on  Import History

You can find this label on the left side bar

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_xfleq5c1HyVRT7j12%2F-M_xgvmQQn5vQWakU3D_%2Fimage.png?alt=media\&token=81c9fce0-917a-4f53-8350-920d70b2eed4)

### **Step 2:** Select business and date range&#x20;

Select the business and date ranges for which you want to see the invoices. You can also set limit for the total number of documents.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_xfleq5c1HyVRT7j12%2F-M_xgzRj533vbzzxn8lx%2Fimage.png?alt=media\&token=b5aa8533-7e0c-44f1-aec5-c4eb9fbecc65)

The invoices uploaded can be reviewed as well as fixed if the ingested invoices have errors.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_xfleq5c1HyVRT7j12%2F-M_xh20kfz0bpDQbgL7F%2Fimage.png?alt=media\&token=b22a70ca-7ea6-4c83-8b5d-54602890cb90)

### **Step 3: Review errors**

Click on "Fix" to fix the errors if the ingested invoices contains errors

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_xfleq5c1HyVRT7j12%2F-M_xh4_tSvRtwaIkX47P%2Fimage.png?alt=media\&token=6c5b2e80-c119-476a-8e1c-9b3436464762)

Click on "Download Error Report" to download a csv error report. The field containing the error can be modified on the screen itself. Upon making the changes the invoices can be saved by clicking on "Save and Next". The error correction can be skipped by clicking on "Skip pending errors"

## Feedback

{% embed url="<https://docs.google.com/forms/d/e/1FAIpQLSdRIITthCEouHmXIUKEjmGpi_pTTRLKBfXhvu_LTubABfKBEA/viewform?usp=pp_url&entry.571883827=E-Invoice+Import+History>" %}


# E-Inv Vs Sales Reconciliation

Lean to reconcile your E-Invoices (draft GSTR-1) data with your Sales Register data

## **Guide to E-Inv Vs Sales Reconciliation**

### **Step 1:** Select "Reconciliation"&#x20;

You can find this tab in the left sidebar

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_xfleq5c1HyVRT7j12%2F-M_xhcZtjGuISTOMsGSY%2Fimage.png?alt=media\&token=ce6bf498-c7eb-4683-9571-d615a14b3b2e)

### **Step 2:** Select "E-Inv (Draft G1) Vs Sales"

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_xfleq5c1HyVRT7j12%2F-M_xhkPEzUuGTr1GMyNu%2Fimage.png?alt=media\&token=40469c32-8e5d-49f2-b8c3-22b568aaf666)

You will now be redirected to the Matching Launchpad in a new web page

### **Step 3:** Select E-Inv(G1) vs Sales Register Matching

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_xfleq5c1HyVRT7j12%2F-M_xi89xtzY5rdDkeK6g%2Fimage.png?alt=media\&token=44363986-c6a6-4e03-bae6-c58982ce9bd0)

### **Step 4:** Download E-Inv (G1) Data from GSTN

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_xfleq5c1HyVRT7j12%2F-M_xiI3IfH2Uo9RO4RKf%2Fimage.png?alt=media\&token=533ee554-58f5-4fe2-9444-703b7db4ec2c)

### Step 5: Upload Sales Data

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_xfleq5c1HyVRT7j12%2F-M_xiUFHVqFeBTRv6HEu%2Fimage.png?alt=media\&token=29e09233-41c0-4c50-a11c-7efb0ea9601f)

### Step 6: Select Return Periods

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_xfleq5c1HyVRT7j12%2F-M_xifXhXALz5gy1SGEY%2Fimage.png?alt=media\&token=50a32bc0-e97e-44c9-a495-5b8c16c68ecd)

Start matching once you have selected the return periods

### **Step 7:** View Summary & Download Report

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_xfleq5c1HyVRT7j12%2F-M_xipKLRXAj2RHXn6UI%2Fimage.png?alt=media\&token=fe468b1b-d061-44d6-9d8c-9aec3ffa956d)

### **Step 8:** Mark Invoices as Uploaded to GSTN

Click on "Mark Invoices as Uploaded" to confirm Exact Matched Documents are present in GSTN

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_xfleq5c1HyVRT7j12%2F-M_xj0J3BzOPI6jFJdTR%2Fimage.png?alt=media\&token=07d2c1cf-4625-44ec-a35e-ce9d390d980a)

### **Step 9:** Proceed to Filing

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_xfleq5c1HyVRT7j12%2F-M_xj7AzE0R5u7b7P_NM%2Fimage.png?alt=media\&token=45a4e8a6-0d32-451d-9aa0-b9e420116b22)

## Feedback

{% embed url="<https://docs.google.com/forms/d/e/1FAIpQLSdRIITthCEouHmXIUKEjmGpi_pTTRLKBfXhvu_LTubABfKBEA/viewform?usp=pp_url&entry.571883827=E-Inv+Vs+Sales+Reconciliation>" %}


# B2C QR Code

Learn how to generate dynamic QR Codes for B2C invoices

## Guide to generating QR code

### **Step 1: Select "Upload Invoices"**

Click on ‘Upload Invoices’ option to import your data

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_xjyBikHsmPspY_bMR%2F-M_xkVhUmfUEZh2SOSmS%2Fimage.png?alt=media\&token=e27e7e37-78b8-492e-99e5-4dab01c9c3a9)

### **Step 2: Select Business**

Select the business for which you are uploading the invoice. Select the Govt Template or Custom Template, if you have mapped that already, for uploading invoices

Click on "Start Uploading" button at the bottom of the screen

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_xjyBikHsmPspY_bMR%2F-M_xkiJ30E2mPGKQnepq%2Fimage.png?alt=media\&token=561d5ed6-69c8-45d7-99f5-8f6af902ae39)

### **Step 3: Upload Excel Template**

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_xjyBikHsmPspY_bMR%2F-M_xl00m5YrXXw3QGLne%2Fimage.png?alt=media\&token=47ffdf27-9615-4dc2-84ae-561f1f37c85e)

If you have the Govt Excel Template already, fill in the invoice data and select "choose a file to upload". If you don't have the template then download it by clicking the "Download here" option as shown in the image below.

### Step 4: Review Errors

After the upload is done, you can see "Total No of Documents" and "No of errors" on screen. From here you can either "Proceed to review" the error or "Discard File"&#x20;

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_xjyBikHsmPspY_bMR%2F-M_xm96rMUl1oc9GiQNQ%2Fimage.png?alt=media\&token=c9e14ca2-892a-4f3c-ac63-c641cc51350d)

After correcting the errors (in case of errors), you can proceed to review.&#x20;

The B2C invoice is now imported to ClearTax and now you can generate the B2C Payment QR cod&#x65;**.**&#x20;

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_xjyBikHsmPspY_bMR%2F-M_xmLxj-xsJvry5xpsX%2Fimage.png?alt=media\&token=9bd8a652-23b6-4b20-9275-2ca19b2ed9df)

### **Step 5: Generate QR Code**

Select the invoice you want to generate B2C QR code for and click on "Generate" at the top right.

{% hint style="success" %}
You have successfully generated the B2C QR Code
{% endhint %}

## Feedback

{% embed url="<https://docs.google.com/forms/d/e/1FAIpQLSdRIITthCEouHmXIUKEjmGpi_pTTRLKBfXhvu_LTubABfKBEA/viewform?usp=pp_url&entry.571883827=B2C+QR+Code>" %}


# FAQs

#### Which fields are required in B2C QR code?

The purpose of a dynamic QR Code is to enable the recipient/customer to scan and pay the amount to be paid to the merchant/supplier. **Hence UPI details are mandatory while generating a B2C QR code/invoice.**

**Please note:** When the part-payment for any supply has already been received from the customer/ recipient, in form of either advance or adjustment through voucher/ discount coupon etc., then the dynamic QR code may provide only the remaining amount payable by the customer/ recipient against “invoice value”.

The details of total invoice value, along with details/ cross reference of the part payment/ advance/ adjustment done, and the remaining amount to be paid, should be provided on the invoice along with the UPI details.

As per latest NIC circular, B2C QR code should have

• The GSTIN of the supplier

• The UPI ID of the supplier

• The payees bank account number and IFSC code

• The invoice number and invoice date

• The total invoice value

&#x20;• The GST amount, along with the breakup of CGST, SGST, IGST, Cess, etc.

**I am unable to scan the QR code**

You have to use the scanner approved by IRP available on the link here. [https://einvoice1.gst.gov.in/Others/QRCodeVerifyApp<br>](https://einvoice1.gst.gov.in/Others/QRCodeVerifyApp)Alternately, you could also try zooming in on the soft copy and then retry scanning.

**Can I cancel B2C invoice?**

B2C invoices can not be cancelled because for b2c we are only generating a Dynamic QR code.


# E-Way Bills

Here are the articles in this section:&#x20;

* [**E-way bill data upload**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/e-way-bills/eway-bill-data-upload) : There are multiple methods of data upload possible to generate E-way bills for IRN and non-IRN documents. This page covers in detail the steps to upload data for E-way bill generation.
  * [**IRN based E-way bill(B2B)**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/e-way-bills/eway-bill-data-upload/user-guides/irn-based-eway-bill-b2b) - This page describes the process to upload data for generation of E-way bill for IRN documents
  * [**Unified template to generate E-way bill for any document type**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/e-way-bills/eway-bill-data-upload/user-guides/unified-template-to-generate-e-way-bill-for-any-document-type) - This page describes the process to upload data using 'Any documents type template' for generation of E-way bill for IRN and non-IRN documents
* [**E-Way Bill Generation**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/e-way-bills/e-way-bill-generation) **:** This page describes the process of E-way bill generation from ClearTax web portal
* [**Multi-Vehicle E-way Bill**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/e-way-bills/multi-vehicle-e-way-bill) **:** Steps to describe how to convert an E-way bill for multi-vehicle movement
* [**Consolidated E-Way Bill**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/e-way-bills/consolidated-e-way-bill) : Gain an understanding on how to generate a consolidated E-way bill
* [**Update Transporter of E-way bills**](https://docs.cleartax.in/product-help-and-support/for-large-businesses/cleare-invoicing/e-way-bills/untitled) : Learn how to update the transporter for an already 'Generated' E-way bill
* [**Printing an E-Way Bill**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/e-way-bills/printing-an-e-way-bill) **:** This page explains how to print an E-way bill
* [**Filter by blank Transporter ID or Vehicle Number**](https://docs.cleartax.in/product-help-and-support/for-large-businesses/cleare-invoicing/e-way-bills/untitled-1): Learn how to filter for invoices / E-way bills that have blank transporter ID or Vehicle Number


# Eway bill data upload

The following articles describe the ways to upload data for E-way bill generation.

**What are the different types of import templates available for generating E-way Bills?**

There are 2 types of templates:

1. [**IRN Doc Type Template**:](/product-help-and-support/clear-finance-cloud/cleare-invoicing/e-way-bills/eway-bill-data-upload/user-guides/irn-based-eway-bill-b2b)- Used when IRN is already generated and you only need to generate the E-Way Bill
2. [**Any Doc Type Template**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/e-way-bills/eway-bill-data-upload/user-guides/unified-template-to-generate-e-way-bill-for-any-document-type)**:**- Used when a standalone E-Way Bill needs to be generated&#x20;


# User guides


# IRN based Eway bill (B2B)

This page describes how to import data into ClearTax to generate E-way bills for IRN transactions

### Step 1: Upload Invoices option from left menu

Click on '**Upload Invoices**' option on the left menu to import your data

![Click on 'Upload Invoices' on the left menu](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FhQo9z1bgu4sC8tHYvbgN%2FImport%20Data%20Click.png?alt=media\&token=bc9230fa-c69f-4a16-837f-d6d08d05dd81)

### Step 2: Choose the business and EWB generation method

* Select the business for which you are uploading invoice
* Select '**Generate only E-Way bill**' from 'Other Options'

![Choose the 'business' and template](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FM9lwQks6X87pJaw8T2cZ%2FStep%202.png?alt=media\&token=f0cc8947-9779-4949-8931-6b1398fef877)

### Step 3: Choose IRN template

Select the '**IRN documents type template**' from the options available and click on 'Start Uploading'

![Choose 'IRN documents type template' and click on 'Start Uploading'](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FkyZIwzXcCpgjmR18Ynzz%2FStep%203.png?alt=media\&token=0ff17b38-1ea9-46cc-9d66-fabd46d67edb)

### Step 4:  Choose a file to be uploaded

Click on '**Choose a file to upload**' to select a file from the local computer or simply drag and drop a file on the space in the screen.

If you don't have the template then it can be downloaded by clicking on the '**Download here**' button.

![Click on 'Choose a file to upload'](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FJyo9a9ICWap1ypQs67aU%2FStep%204.png?alt=media\&token=058c6e67-084e-48bf-8be8-bc7b1c6f6c31)

### Step 5: Choose the file from your local

Choose the prepared file from your local and click on 'Open' to load the file on to ClearTax

![Choose the file and click on 'Open'](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FgwQCASBSZjHV7qDJmdOr%2FStep%205.png?alt=media\&token=384d9f0a-d641-41b5-948c-3e79ce484b14)

### Step 6: Review the uploaded file

After the upload is done, you can see 'Total No of Documents' and 'No of errors' on screen. From here you can:

* "Proceed to review"  the errors that have been imported, or
* "Discard File"

![Review summary of invoices imported and click on 'Proceed to review'](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FPGaXxBjVC43ha4Me2v2J%2FStep%206.png?alt=media\&token=8b96731e-8f55-4a37-81dd-e7bc61f8f216)

### Step 7:  Review errors

On the 'Review Documents' screen you can:

* Understand the errors with respect to a document / invoice by hovering over the '**Errors**' cell
* Scroll to the cell with the error (highlighted in red) and correct the values as per the error message
* Download the error file by clicking on '**Download Error Report**' and correct the errors offline and reupload the corrected file

After correcting all the errors you can click on '**Save and Next'** to proceed or you can skip error correction by clicking on '**Skip pending errors'.**

![Review errors and correct them & then proceed](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fsqv26lBb0RiHIbtHPJSP%2FStep%207.png?alt=media\&token=61b62c18-0fca-4199-a2ee-aebc74730b16)

### Step **8: Successful data upload**

**Congratulations!** Your invoices have now been successfully imported into ClearTax web portal for E-way bill generation and the invoices imported are directly accessible for any further operations.

![Invoices successfully imported for E-way bill generation](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FznnwONr0PQ6qhxbux2T7%2FStep%208.png?alt=media\&token=c53fd6dc-9787-4533-8bcb-4ecca8ef0a8a)


# Unified template to generate E-way bill for any document type

One template to upload data for any document type and generate E-way bills for both IRN and non-IRN documents

### Step 1:  Upload Invoices option from left menu

Click on '**Upload Invoices**' option on the left menu to import your data.

![Click on 'Upload Invoices' to start import of data](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FilJW0iJWVfM8wwbyHd8q%2FImport%20Data%20Click.png?alt=media\&token=92a64878-c8d6-446e-b526-3db62f5fb57b)

### Step 2: Choose the business and generate E-way bill method

* Select the business for which you are uploading invoice
* Select '**Generate only E-Way bill**' from 'Other Options'

![Select business and 'Generate only E-way bill' option](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F7wgeGJlKKGK6wREFITZJ%2FStep%202.png?alt=media\&token=bb457d7a-8337-41e4-aa9e-fbc9720e6fe6)

### Step 3: Choose 'Any Documents type Template'

From the options available select the '**Any Documents type Template**' and click on '**Start Uploading**'

![Choose 'Any Documents type template' for uploading data for IRN and non-IRN EWBs](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FzTTcMNYZz0KrfyeXSVBO%2FStep%203.png?alt=media\&token=c638cbd3-6771-4c72-824b-34ccda2e48c6)

### Step 4: Choose a file to be uploaded

Click on '**Choose a file to upload**' to select a file from the local computer or simply drag and drop a file on the space in the screen.

If you don't have the template then it can be downloaded by clicking on the '**Download here**' button.

![Select a file to be uploaded](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FZDx97RJLMpZTroFX5Wlf%2FStep%204.png?alt=media\&token=44452c86-34a3-4a17-9b19-3e4664c780ce)

### Step 5: Choose the file from your local

Choose the prepared file from your local and click on '**Open**' to load the file on to ClearTax.

![Choose the file and click on 'Open'](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FX21pA7XQjf4V3jBWJW0P%2FStep%205.png?alt=media\&token=aad47031-6be4-43a6-ade3-eedb43220fd2)

### Step 6: Review the uploaded file

After the upload is done, you can see 'Total No of Documents' and 'No of errors' on screen. From here you can:

* "**Proceed to review**" the errors that have been imported, or
* "**Discard File**"

![Review the summary of invoices imported and click on 'Proceed to review'](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FvEbTNY7rObX57MpNtfIf%2FStep%206.png?alt=media\&token=526f1f33-1ddf-48a1-a69f-e6bf8f1f213c)

### Step 7: Review Errors

On the 'Review Documents' screen you can:

* Understand the errors with respect to a document / invoice by hovering over the '**Errors**' cell
* Scroll to the cell with the error (highlighted in red) and correct the values as per the error message
* Download the error file by clicking on '**Download Error Report**' and correct the errors offline and reupload the corrected file

After correcting all the errors you can click on '**Save and Next**' to proceed or you can skip error correction by clicking on '**Skip pending errors**'.

![Review errors and correct them. Then proceed further](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FhtxyHVP0cZKNwJzIttkB%2FStep%207.png?alt=media\&token=4a5c9233-4edd-487b-8621-b296d07b0a08)

### Step 8: Successful data upload

Congratulations! Your invoices have now been successfully imported into ClearTax web portal for E-way bill generation.

![Data ](broken://files/kvPBtRjl5zZ2ul6XbxSS)


# E-Way Bill Generation

Learn how to generate E-Way Bills using ClearTax software

## Guide to Generate E-Way Bill

### Step 1: Select E-Way Bills

From the left menu click on 'E-Way Bills' to open the E-way bills section.&#x20;

You will be able to see the list of invoices with E-Way bill details (if available) that was generated for the last one week by default.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-Ma955MAjKC70eEkcHof%2F-Ma9C0R-ryNQK9HX1WBW%2Fimage.png?alt=media\&token=4e098c91-a7a6-4bdb-bd9f-08fb6290feb0)

### Step 2: Select Invoices

Select the invoices for which you want to generate an 'E-Way Bill'; single or multiple invoices can be selected for E-Way bill generation.

Part A or both Part A and Part B of E-way bill is generated based on the details provided for E-way bill generation.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-Ma955MAjKC70eEkcHof%2F-Ma9CEVzeBxgOmEJ2V-a%2Fimage.png?alt=media\&token=cc5a09cf-7855-4b1a-9214-75e358190c05)

### Step 3: Generate E-Way Bill

After selecting the invoices, click on 'Generate' and select 'Generate EWB'

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-Ma955MAjKC70eEkcHof%2F-Ma9CNmARdSR3LzbJ8o_%2Fimage.png?alt=media\&token=9ec05a89-bc5c-46e7-b089-f6369f822e09)

### Step 4: Establish Connection with NIC <a href="#step-4-establishing-connection-with-nic" id="step-4-establishing-connection-with-nic"></a>

Please wait while the ClearTax software connects with NIC to generate the E-way bill.

![](https://gblobscdn.gitbook.com/assets%2F-MWiYz7-ekYFhiNJ4j84%2F-M_MZpuxOFuIWeqASf0r%2F-M_Mdu2UiDXCWjzf9X1b%2FStep%204.png?alt=media\&token=4e380fcd-73c6-4108-a098-5d4197f24577)

{% hint style="success" %}
Your E-way bill/bills have been successfully generated.
{% endhint %}

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-Ma8yvBHYoGU0mwKhP-p%2F-Ma90knoBdwG9EBH__8K%2Fimage.png?alt=media\&token=4238620e-ce15-4b02-a648-b11dd5211e8a)

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-Ma8yvBHYoGU0mwKhP-p%2F-Ma90oAGKC-8z-LlSd-y%2Fimage.png?alt=media\&token=b6560088-9205-4c96-b013-e2bff9053ddb)

## Feedback

{% embed url="<https://docs.google.com/forms/d/e/1FAIpQLSdRIITthCEouHmXIUKEjmGpi_pTTRLKBfXhvu_LTubABfKBEA/viewform?usp=pp_url&entry.571883827=E-Way+Bill+Generation>" %}


# Multi-Vehicle E-way Bill

Learn how to generate Multi Vehicle E-Way Bill

If the consignment is too big to be transported in one vehicle or if there are multiple legs involved in the movement of goods due to transshipment then a multi-vehicle E-way bill is created.

### Step 1: Land on View E-way bills page

From the left menu click on 'E-way bills' to land on the View E-way bills page.

You will be able to see the list of invoices with E-way bill details (if available) for the last one week by default.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-Mcig3UKO4HCi7JcurHd%2F-McigJBAWZR5TXTvWJ0k%2Fimage.png?alt=media\&token=5b7c6d7f-8f92-466c-b60f-e1c15003302a)

### Step 2: Invoice selection to update for Multi-vehicle movement

Select the invoice to be updated for multi-vehicle movement.

Only E-way bills which are active and in 'Generated' status can be updated for multi-vehicle movement.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-Mcig3UKO4HCi7JcurHd%2F-McigR7NvyCj7WAayx1q%2Fimage.png?alt=media\&token=b42ffd84-c2fc-4ffa-a552-d237857c9237)

### Step 3: Select 'Update EWB to Multi-vehicle'

After selecting the E-way bill click on more Actions and update EWBs than change EWB to multivehicle

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-Mcig3UKO4HCi7JcurHd%2F-McigXN-h3r3Ymvp-lbF%2Fimage.png?alt=media\&token=325feab4-1d72-457a-b391-f8d14277156c)

### Step 4: Filling in details related to EWB

Please add details of the products that will be moved in the new group of vehicles. The details will be equal to the values specified in the E-way bill or will be a subset of that. Details required to initiate multi-vehicle movement are:

1. Mode of transport - Choose from among Road, Rail, Air or Ship. If it is anything else other than road then that leg of movement will not have vehicle details
2. From Place and From State - The place from where the current movement will happen
3. To Place and To State - The place to which the current movement will be done
4. Total Quantity - Total quantity of goods that will be moved in the current leg of movement. This should be less than or equal to the quantity in E-way bill
5. Unit of Measurement - Units specified in E-way bill
6. Reason - Reason for multi-vehicle movement

![Enter details to initiate multi-vehicle movement of EWB ](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FpPYlOPBEh9Ze68n05AHG%2FStep%204.png?alt=media\&token=98b5872a-5b3f-4b14-b652-ccf915f4cace)

### Step 5: After entering details proceed to vehicle details

After entering and confirming all the E-way bill details please click on 'Proceed to Step 2'.

![Click on 'Proceed to Step 2'](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FdOlG8QaNlTu5mZkHhDtc%2FStep%205.png?alt=media\&token=8e18aec6-c169-4823-be1c-4131bb6b8377)

### Step 6: Enter vehicle details

In step 2 to enter vehicle details enter the required details as follows:

1. Vehicle Number - Vehicle details of the vehicle that will be used for transportation
2. Document Number - Transportation document number
3. Date - Date on which goods will be transported
4. Quantity - Quantity that will be transported in respective vehicles

More vehicle can be added by clicking on 'Add More Vehicle'.

Vehicle details entered can be deleted completely by clicking on the 'Delete' icon against each row of vehicle details

![Entering the details of vehicles and quantity in each vehicle](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Ft2WFby1TfZZB0e23mBDX%2FStep%206.png?alt=media\&token=60d8430b-2b54-468f-aeb6-c45f3209eda8)

### Step 7: Update an E-way bill for multi-vehicle movement

After entering all the details and confirming you can click on 'Update to Multi-Vehicle EWB' button to create a Multi-vehicle EWB.

You can also go back to 'Step 1' by clicking on the 'Back' button at any point in time.

![Check details and Update to Multi-vehicle EWB](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F4cJhO8gNzTvIcT9td1O3%2FStep%207.png?alt=media\&token=73de9037-554f-438f-b317-fe10ad04d4e9)


# Consolidated E-Way Bill

Learn how Generate Consolidated E-Way bill using ClearTax Software

## Guide to Generate Consolidated E-Way Bill

{% hint style="info" %}
A consolidated E-way bill is generated when the transporter is carrying multiple consignments in a single vehicle. Consolidated E-way bill allows the transporter to carry a single document, instead of separate documents for each consignment in a conveyance.
{% endhint %}

### Step 1:  Open E-way bills&#x20;

From the left menu click on 'E-way Bills' to land on the View E-way bills page.&#x20;

You will be able to see the list of invoices with E-Way bill details (if available) that was generated for the last one week by default.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaT1J4iWYA1kws8QWB7%2F-MaT2PNACa2O9vd-wmA5%2Fimage.png?alt=media\&token=1345e51a-e6f8-4118-a082-f90877d07377)

### Step 2: Select Invoices

Select the invoices for which you want to generate a 'Consolidated E-way Bill'.

E-way Bills in 'Generated' and 'Part A' status can be combined to create a 'Consolidated E-way Bill'. The E-way Bills have to be in active status and not expired.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaT1J4iWYA1kws8QWB7%2F-MaT2uWGuaCon2Lyc-sJ%2Fimage.png?alt=media\&token=30e8558d-e258-4383-a785-18452fa5661d)

### Step 3: Select '**Generate CEWB**'&#x20;

After selecting the E-way bills for 'Consolidated E-way bill', click on the 'Generate' button and then click on 'Generate CEWB'.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaT1J4iWYA1kws8QWB7%2F-MaT3MNhGCOok4Jl8Yht%2Fimage.png?alt=media\&token=91009b29-e322-43a6-99cd-fe320cc7d83e)

### Step 4: Establishing connection with NIC Portal

Please wait while software connects with NIC Portal to generate the Consolidated E-way bill.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaT1J4iWYA1kws8QWB7%2F-MaT3e-chqRCHLTx589L%2Fimage.png?alt=media\&token=3b88027c-74f5-48a8-95be-1713f3efe0a5)

{% hint style="success" %}
&#x20;Your Consolidated E-way bill has been generated successfully.
{% endhint %}

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaT1J4iWYA1kws8QWB7%2F-MaT3qXNQ3kxOUndoZ7s%2Fimage.png?alt=media\&token=c79b0f40-1393-4534-a45d-133e4845f667)

{% hint style="info" %}
Recently generated Consolidated E-way bill will be visible on the screen with the filter applied on the new CEWB number.
{% endhint %}

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaT1J4iWYA1kws8QWB7%2F-MaT40NAHZzZ7RZY1f71%2Fimage.png?alt=media\&token=8ad33f86-5f43-4da6-b57c-dba413d996a2)

## Feedback

{% embed url="<https://docs.google.com/forms/d/e/1FAIpQLSdRIITthCEouHmXIUKEjmGpi_pTTRLKBfXhvu_LTubABfKBEA/viewform?usp=pp_url&entry.571883827=Consolidated+E-Way+Bill>" %}


# Update Transporter of E-way bills

The steps to update the transporter id or transporter GSTIN of 'Generated' E-way bills

If the user wants to update the Transporter ID or the Transporter GSTIN of an E-way bill in 'Part A' or 'Generated' status then the user has to use the 'Update Transporter' option.

### Step 1: Select E-way bills to Update Transporter

Select E-way bills for which transporter ID has to be updated. Click on 'More Actions' and click on 'Update Transporter Details'.

![Select E-way bills to be updated](https://gblobscdn.gitbook.com/assets%2F-MWiYz7-ekYFhiNJ4j84%2F-MfD1J71VITlrlcAzx2Q%2F-MfDZ2Vhvr-PXssVuu-m%2FStep%201.png?alt=media\&token=8bac623c-0fbb-4388-a149-6fab36abe822)

### Step 2: Click on 'Update Transporter' in 'More Options'

Click on 'More Options' and then click on 'Update Transporter' details to open the option to update the 'Transporter ID'.

![Go to 'More Options' and 'Update Transporter Details'](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MfEOaIw-k3HvcDcWl9Q%2F-MfERFhfQvnDBcp9rGnz%2FStep%202-1.png?alt=media\&token=f4c77288-3155-4922-978a-99c0a9036eb7)

### Step 3: Verify the details and proceed

Verify the details of the E-way bills selected for existing transporter IDs, transportation modes and EWB validity.

Verify the details and click on 'Continue' to proceed to update transporter details.

![Verify EWB details and proceed](https://gblobscdn.gitbook.com/assets%2F-MWiYz7-ekYFhiNJ4j84%2F-MfD1J71VITlrlcAzx2Q%2F-MfDa3ZwVBGZJJyiwOg1%2FStep%202.png?alt=media\&token=d68dd33c-1dab-4e0b-b86e-a21594321510)

### Step 4: Click on Update Transporter

Click on 'Update Transporter' to update the transporter ID or transporter GSTIN.

![Click on Update Transporter](https://gblobscdn.gitbook.com/assets%2F-MWiYz7-ekYFhiNJ4j84%2F-MfD1J71VITlrlcAzx2Q%2F-MfDb4mniyns5A4rO4Le%2FStep%203.png?alt=media\&token=bc12c264-df73-485b-afd9-340221be149e)

### Step 5: Input Transporter Details

Input the new 'Transporter ID' or 'Transporter GSTIN' in the input box.

![Input transporter ID](https://gblobscdn.gitbook.com/assets%2F-MWiYz7-ekYFhiNJ4j84%2F-MfD1J71VITlrlcAzx2Q%2F-MfDcHAhoJ200yA618Oh%2FStep%204.png?alt=media\&token=182859b3-7be9-4cb8-bb19-ec1be4d94b42)

Provide the transporter id and click on 'Save & Update' to initiate 'Update Transporter' action with NIC.

![Click on 'Save & Update' to initiate Update Transporter](https://gblobscdn.gitbook.com/assets%2F-MWiYz7-ekYFhiNJ4j84%2F-MfD1J71VITlrlcAzx2Q%2F-MfDd8I1hlbIIE-ioYHS%2FStep%204-2.png?alt=media\&token=9147f871-d413-4911-92d6-bbda377041ac)

### Step 6: Connect with NIC and Update Transporter ID

Connect with NIC to update the transporter ID of the selected E-way bills.

![Connect with NIC for the update](https://gblobscdn.gitbook.com/assets%2F-MWiYz7-ekYFhiNJ4j84%2F-MfD1J71VITlrlcAzx2Q%2F-MfDe-AL5Fp1nXuYXTyg%2FStep%205-1.png?alt=media\&token=d1394c78-1969-4e20-8ae5-2d73c18614da)

Congratulations!!! Transporter ID updated for the selected E-way bills.

![Successful update of transporter ID](https://gblobscdn.gitbook.com/assets%2F-MWiYz7-ekYFhiNJ4j84%2F-MfD1J71VITlrlcAzx2Q%2F-MfDeclDTqpFHJ5mN2TD%2FStep%205-2.png?alt=media\&token=13869d1b-c1ee-47c0-96b5-688b57608912)

​


# Printing an E-Way Bill

Learn how to Print an E-way Bill using ClearTax software

## Guide to Print E-Way Bill

### Step 1 : Select E-Way Bills

From the left menu click on 'E-way Bills' to select E-way bills section.&#x20;

You will be able to see the list of invoices with E-Way bill details (if available) that was generated for the last one week by default.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-Ma955MAjKC70eEkcHof%2F-Ma9BsB6vDzn_-0CQ5t1%2Fimage.png?alt=media\&token=7673d58c-6add-4e5a-9b58-77272f91d339)

### Step 2 : Print E-Way Bill

Select the invoices for which you want to print an 'E-way bill' , single or multiple invoices can be selected for printing E-way bills.

E-way bills can be printed for those in 'Part A', 'Generated', or 'Cancelled' status.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-Ma955MAjKC70eEkcHof%2F-Ma9DPbeReQQGGxWRx9O%2Fimage.png?alt=media\&token=bc3f401c-dd93-4afd-b328-79851ca183e8)

### Step 3 : Click 'Print'&#x20;

After selecting invoices which have to be printed, click on the 'Print'.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-Ma955MAjKC70eEkcHof%2F-Ma9ECvs6eqnr1DVejx1%2Fimage.png?alt=media\&token=3f01a970-d80d-4ec6-b41c-9bf8eede4e4a)

### Step 4: Selecting the type of '**Print**'

After clicking on 'Print',  two options will appear i.e., print BASIC and print DETAILED . Basic print of E-way bill and Detailed print of E-way bill can be generated as per the requirement. To choose an option just click on one of the buttons - 'Print Detailed', 'Print Basic'.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-Ma955MAjKC70eEkcHof%2F-Ma9G41n-v9LKRCTsiL2%2Fimage.png?alt=media\&token=0c12192b-390f-404a-b521-fbd8c830282c)

### Step 5: Print Preview

After selecting the option, print preview will be displayed in case a single invoice was selected. You can check the preview and take the following actions on it:

* Download E-way bill
* Print E-way bill

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-Ma955MAjKC70eEkcHof%2F-Ma9GS_iSoAlWVM1xuLj%2Fimage.png?alt=media\&token=367f4265-84c8-4786-8270-a9882078de89)

### Step 6: Zip file download for bulk invoices

In case multiple invoices are selected, Click on 'Print', Based on 'Basic' or 'Detailed' option selected a zip file containing the E-way bills of the invoices will be downloaded.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-Ma955MAjKC70eEkcHof%2F-Ma9H0OT5lfjlya2FoGZ%2Fimage.png?alt=media\&token=2740ee6b-7ab4-4d10-8517-9a634cc28d3a)

## Feedback

{% embed url="<https://docs.google.com/forms/d/e/1FAIpQLSdRIITthCEouHmXIUKEjmGpi_pTTRLKBfXhvu_LTubABfKBEA/viewform?usp=pp_url&entry.571883827=Printing+an+E-Way+Bill>" %}


# Extend the validity of an e-Way bill

Step by step description on how to extend the validity of an e-Way bill

e-Way bills have a validity time period based on the origin and destination pin code and the distance provided in the e-Way bill. An e-Way bill is not considered a valid document for transportation post expiry but there is a provision to extend it before expiry.&#x20;

All e-Way bills expire at 11:59:59 on the validity date mentioned on the e-Way bill. An e-Way bill can be extended from 4 pm on the day of expiry till 8 am the next day of expiry i.e. 8 hours before expiry and 8 hours post expiry.  Below are the steps to extend an e-Way bill:

### Step 1: Landing on e-Way bills page

From the left menu click on 'E-way bills' to land on the View E-way bills page.&#x20;

You will be able to see the list of invoices with E-way bill details (if available) for the last one week by default.

![Landing on the EWBs page](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FmlIyUDH87O6cwISxNPVl%2FStep%201_Land%20on%20EWBs%20page.PNG?alt=media\&token=6470fb91-55e2-4921-82e4-035ed00507e7)

### Step 2: Filter e-Way bills expiring on the day

From the available filters on the left-side menu, use the EWB Validity filter to filter for e-Way bills that are expiring on the same day.

Selecting 'Expires Today' option in the EWB Validity filter will display all e-Way bills that are expiring on the same day.

![Filter EWBs expiring on the same day](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F9VpaGaXhffMCd1Hg0hVc%2FStep%202.png?alt=media\&token=4a4d493a-8c98-4d5f-87ff-10f1f6562d73)

### Step 3: Select e-Way bill to extend

Among the e-Way bills that are expiring on the same day and are not delivered to the final destination, select the e-Way bill that has to be extended.

Delivery status would be updated manually and available on the screen.

![Select the EWB to extend](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FBcLBmJQrmk5mTY6cr3Vp%2FStep%203.png?alt=media\&token=17e17a91-935d-4f02-8da3-af804909ffbb)

### Step 4: Select 'Extend Validity' option

After selecting the e-Way bill to be extended, click on 'More Actions' -> 'Update EWBs' -> 'Extend Validity' option to trigger the extension flow.

![Extend Validity option from More Actions](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FMaqK3rhj6FiLktlfAb1I%2FStep%204.png?alt=media\&token=29bd3ffb-6203-4d0c-80a6-da07fe89ea06)

### Step 5: Confirm extension of e-Way bill

After triggering the extension of e-Way bill flow the system will check and prompt if the e-Way bill is valid for extension. Also, a confirmation is expected from the user for extending the validity as unnecessary extension of e-Way bill is not required.

Click on 'Continue' to confirm extension of e-Way bill.

![Confirmation of extension of validity](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FwSGBRwadJXHTctLmVIZs%2FStep%205.png?alt=media\&token=e5d66a62-eee1-4ad3-972d-05f8d8350de8)

### Step 6: Filling in the required details for extension

Once you enter the extension flow of e-Way bill a form opens to take input on multiple fields required to extend an e-Way bill. Here fill all the required fields which are marked in red with correct information.

Information required to extend an e-Way bill are - Reason for extension, Remarks, Remaining Distance (auto-filled based on pin code), EWB valid till, Current place, Current pin code, Current state, Consignment Is, Mode of Transport, Vehicle Number, Vehicle Type, Transportation Doc No., Transportation Doc date.

![Info required to extend EWB - part 1](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FdnoEUZlT18vAR9leJUAy%2FStep%206-1.png?alt=media\&token=d910bf5c-a0c9-4d0c-a77e-63d72cb2317d)

![Info required to extend EWB - part 2](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fupw4csV2ncI2rmdIewkJ%2FStep%206-2.png?alt=media\&token=a9a4f23c-a393-4637-9dbc-0217b4ac8219)

After filling all the required information click on 'Save and Extend Validity' to proceed with extension of validity of the selected e-Way bill.

### Step 7: Extension of e-Way bill

Once all the information required to extend are provided the e-Way bill will be extended by the government based on the remaining distance and a confirmation of extension will be visible on the screen.

![Congratulations on extending the e-Way bill](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FnVSjQNczM8Aiw3AL6J7B%2FStep%207.png?alt=media\&token=85f6e8ff-fcb8-4aec-b6fd-4aa188335d05)

Your e-Way bill has been successfully extended! You can check the print or the detailed view for more details about the new validity of the extended e-Way bill.


# Filter by Blank Transporter ID or Vehicle Number

How to filter for those E-way bills where transporter ID or vehicle number is blank

There are multiple situations when the E-way bill is in Pending / Part A / Failed / Generated status and you would like to filter for those E-way bills that have a blank transporter ID or blank vehicle number.

Instead of manually searching for the E-way bills where Transporter ID or vehicle number have to be updated, you can manually filter for such E-way bills and update the details in bulk.

Below are the steps on how to use the filter:

### Step 1: Land on E-way bills page

Login to your ClearTax account and click on 'E-way bills' on the left sided menu to land on the E-way bills page containing the list of E-way bills.

![Land on E-way bills page](https://gblobscdn.gitbook.com/assets%2F-MWiYz7-ekYFhiNJ4j84%2F-Mg-4D6us90EUHcBbXNr%2F-Mg-6QetTJDRGYH-UqMu%2FStep%201.png?alt=media\&token=8a7b770d-36c1-42df-b172-cc8921fb5832)

### Step 2: Go to Transporter ID or Vehicle number Search / Filter

From the set of filters available on the left go to the 'Transporter ID' filter or 'Vehicle Number' search / filter option.

![Vehicle Number search / filter](https://gblobscdn.gitbook.com/assets%2F-MWiYz7-ekYFhiNJ4j84%2F-Mg-4D6us90EUHcBbXNr%2F-Mg-9VpWLyz3aXGKpFKl%2FStep%202-1.png?alt=media\&token=66c09426-07e2-43b4-b099-9c20ca4098c2)

![Transporter ID and Vehicle Number Search / Filter option](https://gblobscdn.gitbook.com/assets%2F-MWiYz7-ekYFhiNJ4j84%2F-Mg-4D6us90EUHcBbXNr%2F-Mg-9bDNxe1vSYsa-_9f%2FStep%202-2.png?alt=media\&token=b0195eaf-d7f7-40d4-88fb-e32a94982c4e)

### Step 3: Click on the search box to reveal filter option

Click on the search box of the 'Transporter ID' or 'Vehicle Number' search to reveal the filter by 'blank' option.

Upon clicking on the search box an additional option to filter for 'blank' cells is displayed which can be clicked.

![Filter blank cells option in 'Vehicle number'](https://gblobscdn.gitbook.com/assets%2F-MWiYz7-ekYFhiNJ4j84%2F-Mg-4D6us90EUHcBbXNr%2F-Mg-BlkPdPvqb-hMtJFI%2FStep%203-1.png?alt=media\&token=10bd191c-94e0-4be8-8d42-e8ead071db2c)

![Filter blank cells option in 'Transporter ID'](https://gblobscdn.gitbook.com/assets%2F-MWiYz7-ekYFhiNJ4j84%2F-Mg-4D6us90EUHcBbXNr%2F-Mg-Btb55inqPOvDq6WD%2FStep%203-2.png?alt=media\&token=0e9c97c4-8727-42f7-a192-76a7a538c87f)

### Step 4: Click on 'Filter blank cells'

Click on 'Filter Blank cells' to filter for those invoices where the 'Transporter ID' is blank or 'Vehicle Number' is blank based on the filter selected.

![Filter wherever vehicle number is blank](https://gblobscdn.gitbook.com/assets%2F-MWiYz7-ekYFhiNJ4j84%2F-Mg-4D6us90EUHcBbXNr%2F-Mg-DDBYo-iLNmaoi3xl%2FStep%204-1.png?alt=media\&token=059d6c78-ec8d-4eb8-8638-032566bb5369)

![Filter wherever 'Transporter ID' is blank](https://gblobscdn.gitbook.com/assets%2F-MWiYz7-ekYFhiNJ4j84%2F-Mg-4D6us90EUHcBbXNr%2F-Mg-DIvMTUC0qfMk7akx%2FStep%204-2.png?alt=media\&token=97e5f17d-e8b9-4bb7-8a89-2b41d0d539ba)

Congratulations!!! All the invoices or E-way bills where 'Transporter ID' or 'Vehicle Number' is blank have been filtered and you can take further actions.


# Filtering expiring e-Way bills

This will help in filtering e-Way bills that are expiring from the web portal easily and then extend them

There are always some e-Way bills that are expiring on a certain day. There should be a way to easily filter them, check and extend the required ones.

### **Step 1: Land on e-Way bills page**

From the left menu click on 'E-way bills' to land on the View E-way bills page.&#x20;

You will be able to see the list of invoices with E-way bill details (if available) for the last one week by default.

![Landing on the EWBs page](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FcKNQ9JOvkNy9i4T0N6JE%2FStep%201_Land%20on%20EWBs%20page.PNG?alt=media\&token=2ec80a0a-39de-4ea3-b1c8-4c1d777a44ac)

### Step 2: Check the EWBs that are expiring on the screen

On the e-Way bills page you can check the list of e-Way bills that are expiring today. In the EWB Validity field you will see 'Expiring Today' in red and bold against the e-Way bills that are expiring on the same day.

![Check the e-Way bills expiring on the screen](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FsnSZzrg8dba98XsDxphI%2FStep%202.png?alt=media\&token=eab1b602-806f-4d89-8088-99277db2a715)

### Step 3: Filter based on EWB Validity

On the left there are multiple filters available based on which e-Way bills can be filtered.

Validity filter can be used to e-Way bills in 3 different validity conditions:

1. Expiring Today
2. Expiring Tomorrow
3. Based on a EWB validity date range

![EWB Validity Filter](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FdP7EwfGeHRSHcXp0IDEJ%2FStep%203.png?alt=media\&token=6f807f98-0da1-4261-986e-2e7c8adfae6c)

### Step 4: Setting the EWB Validity filter to 'Expires Today'

Selecting the option of '**Expires Today**' in the EWB Validity filter will filter out and display all the e-Way bills that are expiring on the same day.

![Filtering EWBs expiring on the same day](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FUQyxDQRvp2Zb3SHg7JH6%2FStep%204.png?alt=media\&token=11107d62-db5c-4d90-8a3f-0c212bbec7aa)

The filter can also be modified to check the e-Way bills that are expiring tomorrow or a future date for planning operations better.


# Settings/Configurations

Learn about various Settings and Configurations

Here are the articles in this section:&#x20;

* [**NIC Credentials**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/settings-configurations/nic-credentials) **:** Please follow the steps to add "NIC credentials" of your GSTINs
* [**Integration Settings**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/settings-configurations/integration-settings) **:** Here are the steps to change Integration Settings
* [**E-Way Bill settings**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/settings-configurations/e-way-bill-settings) **:** Learn how to modify E-Way Bill Settings
* [**Import Settings**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/settings-configurations/import-settings) **:** Please follow the steps to create a new custom template, edit an already existing custom template for importing your invoice data.
* [**Email Settings**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/settings-configurations/email-settings) **:** Gain an understanding on how to change Email Settings
* [**Contact Master**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/settings-configurations/contact-master) **:** Change your Contact Master Settings with the help of this guide
* [**User Roles**](/product-help-and-support/clear-finance-cloud/cleare-invoicing/settings-configurations/user-roles) **:** Follow the steps to understand the different "User" roles and how to provide access to them.


# ClearIRP API credentials

How do I onboard on ClearIRP for eInvoicing?&#x20;

For creating einvoices using ClearIRP, you need to first register your GSTIN on ClearIRP&#x20;

1. You can visit <https://einvoice4.gst.gov.in/> and register your GSTIN and create an account on ClearIRP and start eInvoicing
2. You can also register your GSTIN from Clear eInvoicing product itself


# How do I register my GSTIN on ClearIRP from Clear eInvoicing?

Existing Clear eInvoicing users can register their GSTIN on ClearIRP -

1. Go to **Settings** sections and select **API credentials** settings\
   ![](https://lh4.googleusercontent.com/bSfv7Uf4qoKGTPuFnIf98QDXjsZtC8xIxmiahqQiKfkAJWJCdPP4Q9ZgSYfyFRGrNs8g5mZukIDkxVy5my_0Qb4vahpIh5C9hECwLrUJDI4qNTRariYMPNij08q_Ks3DUQLxzZDa46DScG995uD0qhc)
2. Click on “Add API credentials” and select “Add Clear IRP API credentials” from the dropdown

   ![](https://lh3.googleusercontent.com/kq7D00zTVlT9bxd86T9XVUZq6R0Hl1VB5-jCcARfkJ9BUzE1gCmapR_PAwUpR9xoYk5xErd2_RBHO8IOQbBv_IlGB1TLIptRxTtnIZlQOs8496aJ7M8IF_OFAteLTq4NLIVSZDwnhf2rpNBoO-QaXcU)
3. In the side modal, click on Register now at the bottom

   ![](https://lh5.googleusercontent.com/M6YDpg5zQR1Fueib_kd-PRMwiiKDe6MQTrdUefvwBvxTX-BbF9r7T84p-imXQaHnF79XtEvGXd1hlJSBWpw3YMuPFsvjQL0aGjtt9uztMV3RmOr_GbOBCqFUo86W4e9gfrI9PHh_xwLZI4G0VBziQyM)
4. Select the GSTIN which you want to register on ClearIRP and enter the captcha and click on Continue

![](https://lh3.googleusercontent.com/DYa8B93G_F1EJPWSzIsvhtMbkCuNe56ophh0Rf5179USqlldC7_8jiJy8fx4gNV10dxxlpPLDnNEZf50szY0wtblzzcncimvuGGlDHjgriz8FBrsglKZfR3lyMCLruNsF6xq6VhEdNfWrqL9W8WspP4)

5. It is checked if the GSTIN is eligible for eInvoicing and in case of eligibility is confirmed basic GSTIN details is shown. You can check the details click on Confirm and Continue.

![](https://lh3.googleusercontent.com/Nw9EIBhQpZrae4h0Rv2BxTVFL3_xaagm9zmZHK0kOw5uy5te0fz1iEXzIjSYwfXyGZRCqd5v8NrBWWgOxn86vJx2BBtp4P0ol-FlhVbj5B-3rLWc-hkctWKXltJjQsauy82emiI_LGNsTwshec9BnUk)

*Note:*&#x20;

* *In case the details are incorrect, correct it on the GST portal as these details are fetched from there.*
* *In case the GSTIN is ineligible for eInvoicing, same is confirmed and user can retry with another GSTIN*

6. Enter the registered email address and phone number for the GSTIN and click on Submit. An OTP will be sent to both email addresses and phone number for verification.

![](https://lh5.googleusercontent.com/TtbZaomBF1gzUccv2jo97W2GljFEm-PociZLOEZ8bFTum0j_QrzSlgDOClAE10b5_k2oeQfsLxw4xGdeDLDGNKp3aT4E3TyuC_DGzRBXYYezP_A1W31jXrZ41QsFM99l1Fi2F9LMK2S4yWHnhG4ORIk)

7. Check your inbox and SMS for the OTP. Enter the OTP and click on Verify

![](https://lh6.googleusercontent.com/05XLONMLDXBeae7XWomud9RlJwaVJnmnQj1LBR3DtAUaJNVYFxs2EWGAYR44kg1jS-Og-0TlPhSWG1m-JehYY3LJM9aRA436A7zT13l5IAZgFzeaZiIaJX3cAlBU0V0PFYTzwiQbPqN_YNr6H2ksGDY)

The OTP is checked and verified. Click on Continue

![](https://lh5.googleusercontent.com/NKp1X_URUn4iTdt6LoywsroomOAa66Q7qWOyVmt0qZjlFWX1qljqqoTm6wFqXOcIJ8ycjgkpz0oMKCXvsKnQH1TDtZr65HD1Cj121sszsfSAkocIg_zAF6duLCcLPqOOYm3xgFfAdfdaWDThi7BVVhE)

8. Finish setting up the account on ClearIRP by adding the password. The password must follow the requirements -&#x20;

Minimum 8 characters

* One number
* One alphabet
* One special character

Click on **Create Account** to complete the registration process.

![](https://lh6.googleusercontent.com/QR3kDTc_t03EYnSest6sSERoVQSmUMAJ4qn57cboet9C46xWzssuHqu71LpaYoExzrEGAXYHme64XDdyvzowqXDnl-TIoD5z71HTjd9rPOwjR5SNEZv3PFH0v7N61lrooj-J3i6mrpC0AX0vPK3D0io)

9. In order to create eInvoices through ClearIRP, we need to create API credentials for the GSTIN. Enter the API username and password. Confirm the password and click on Save and submit. The credentials will be created in ClearIRP and saved on Clear eInvoicing product as well

![](https://lh5.googleusercontent.com/t8qRpT6yeOqrBgnfs11ujWpjQTwJDTxQ_L_Buwr-oUWdhftUqC4gYhBrfN8eO9EEcGRKg9EbQuxnt8qTHXK-x2rkQFogZi5C05So7LINGEVxIgjII4qR7u0eDEJITcTGvjhB_afIE08GH5RF0dg3Iqw)

\ <br>


# How do I create API creds if my GSTIN is already registered?

In case your GSTIN is already registered with ClearIRP, then in the registration flow when you check for eligibility of eInvoicing for the GSTIN, you’ll be redirected to the login page.

Login to the ClearIRP account using the username (GSTIN) and password

![](https://lh6.googleusercontent.com/RfEJyq1dmLAvJUwT5qhRHWbbNFvjM3aI0lGZFiTQa5omoGb324DTstvLQOrI0SXGy-O4GJH-UJTpiCqdx9G-khkafYZyVmsRL79JER3pUFcZD9hSjBPUHkOm4LOSrTtIGH-KGE9wkM94FYpRZE0Kjrc)

#### If API credentials are not created:

1. An OTP is sent to the registered email addresses and phone number for verification. Enter the OTP and click on Continue

![](https://lh3.googleusercontent.com/wu_5ul1sM9jSjQp8tgFQyOSWqPD_LEgPXtsTJFehA7ZAzDpvTDbm05Nz4CPRpJv4IlDb8F95oMWbLE-EEL-ot82-bSABMFBV6-z_rr0cDOqlNjEvXNePPkJP1JuhLLZ1UnBlZcLpQpyTIn4GNNkP2r8)

2. Enter the API username and password. Confirm the password and click on Save and submit. The credentials will be created in ClearIRP and saved on Clear eInvoicing product as well.

![](https://lh5.googleusercontent.com/t8qRpT6yeOqrBgnfs11ujWpjQTwJDTxQ_L_Buwr-oUWdhftUqC4gYhBrfN8eO9EEcGRKg9EbQuxnt8qTHXK-x2rkQFogZi5C05So7LINGEVxIgjII4qR7u0eDEJITcTGvjhB_afIE08GH5RF0dg3Iqw)

#### In case the API credentials are already created:

1. API username and password (masked) will be shown. The user can change the API credentials password by clicking on Change password.

![](https://lh3.googleusercontent.com/WKPbSU-VSJ7L1Vp73dkqHaXnOD6RgcOpjDoo87WnF-fOo4BMjySXflNr_HaInrSkfj9EpMrQzgG1arD6kOohCxI8ikZzBGe4WV8TiVNEebhhGY12DeHae5gZHOzVPRsqJc0yjOfc9wvdbv7Aoo2unw0)

2. An OTP is sent to the registered email addresses and phone number for verification. Enter the OTP and click on Continue

![](https://lh3.googleusercontent.com/wu_5ul1sM9jSjQp8tgFQyOSWqPD_LEgPXtsTJFehA7ZAzDpvTDbm05Nz4CPRpJv4IlDb8F95oMWbLE-EEL-ot82-bSABMFBV6-z_rr0cDOqlNjEvXNePPkJP1JuhLLZ1UnBlZcLpQpyTIn4GNNkP2r8)

\
3\. The username is auto populated and can’t be edited. Enter the new password and confirm it and click on Save and submit. The new API credentials will be saved for the GSTIN.

![](https://lh3.googleusercontent.com/SWO5B6zbGimo41GwN3vWNEqMXWFYlsMc7wntNQgUvP2anwIW_R76OvmKknDOf1cQKCAuj5Zb56jffreSH2mt-lub1b3lbLne1vuWM6ofPdlusJybclWuhp0rXfnt1N2FHnU66SCi4LSXxGLa1Unv2YY)


# I have already created API credentials for my GSTIN, how do I add them?

1. After clicking on ClearIRP API credentials, select the GSTIN from the dropdown. Enter the API username and API password and click on Save and Submit, the API credentials for the GSTIN will be saved.

![](https://lh4.googleusercontent.com/EbX4W8tKQr761MEgeSzcdcDmjJXr0uUObFwHnS0Hks1U9RlUL8AoYBTFnAdoB3_Tpf0Pyo81Gi_OYyeWM2EIjdT8if6W_vul2EQUgGZJVPTvAVWGPO57L_wkdRL7eefHJM4qdL7FerJfT5uuZwKOdbE)

2. In case you have forgotten the API password, click on Forgot API Password. Login to your ClearIRP account using account password.

![](https://lh6.googleusercontent.com/RfEJyq1dmLAvJUwT5qhRHWbbNFvjM3aI0lGZFiTQa5omoGb324DTstvLQOrI0SXGy-O4GJH-UJTpiCqdx9G-khkafYZyVmsRL79JER3pUFcZD9hSjBPUHkOm4LOSrTtIGH-KGE9wkM94FYpRZE0Kjrc)

3. API username and password (masked) will be shown. The user can change the API credentials password by clicking on Change password.

![](https://lh3.googleusercontent.com/WKPbSU-VSJ7L1Vp73dkqHaXnOD6RgcOpjDoo87WnF-fOo4BMjySXflNr_HaInrSkfj9EpMrQzgG1arD6kOohCxI8ikZzBGe4WV8TiVNEebhhGY12DeHae5gZHOzVPRsqJc0yjOfc9wvdbv7Aoo2unw0)

<br>


# FAQs

1. What is an IRP?\
   IRP or Invoice Registration Portal is a Government of India recognised body for registering and authenticating invoices of the taxpayers and returns a unique Invoice Reference Number (IRN), digitally signed e-invoice and QR code to the user.\
   ClearIRP is a GSTN approved IRP to facilitate all eInvoicing activities.
2. How can I access ClearIRP?\
   ClearIRP can be accessed on <https://einvoice4.gst.gov.in/> . Users can register on ClearIRP by checking the eInvoicing eligibility of their GSTIN. They can create an account for a GSTIN and create eInvoices.
3. What details are needed to register on ClearIRP?\
   Registration of GSTIN on ClearIRP requires
   * GSTIN number
   * Registered email and phone number on the GST portal of the GSTIN
   * OTP (sent to registered email and phone number)
4. What functionalities are supported on ClearIRP?\
   ClearIRP supports following activities

   * Checking eInvoicing eligibility for a GSTIN
   * Generating IRNs for an invoice
   * Canceling of IRNs
   * Download of eInvoices in csv files
   * Downloading/Printing eInvoices in standard templates in pdf format

   EWay Bill with IRN generation is will also be available in few months on the platform
5. Which functionalities are not supported on ClearIRP?\
   Following functionalities are not available on ClearIRP

* EWB with IRN generation
* Non IRN type EWB generation
* EWB cancellation
* EWB update
* Consolidated EWBs
* Extend validity
* Change EWB to multivehicle

6. How is ClearIRP different from NIC?\
   ClearIRP is accessible at <https://einvoice4.gst.gov.in/> while government managed NIC portal is accessible at <https://einvoice1.gst.gov.in/> . All eInvoicing activities supported on NIC portal is available on ClearIRP and promises to provide a better user experience
7. Will ClearIRP work if NIC is down?\
   ClearIRP has a completely different infrastructure setup that is independent of NIC. So, even if NIC is down, ClearIRP will continue to support eInvoicing activities.
8. Why should I move to ClearIRP?\
   Since Clear has control over the infrastructure and the overall process, user will enjoy a better eInvoicing experience with ClearIRP
   * Faster IRN generation
   * Experience almost nil downtime with ClearIRP
   * Assured accuracy along with a high success rate/low failure of IRNs
   * Get quick resolution of tickets and queries
9. Where can I see my generated eInvoices?
   * All eInvoices generated through ClearIRP can be seen on <https://einvoice4.gst.gov.in/>. User needs to login to their account on ClearIRP and view invoices on portal. eInvoices generated on ClearIRP are stored for 2 days and can be viewed on the portal.&#x20;
   * eInvoices generated through NIC portal will be accessible at <https://einvoice1.gst.gov.in/>&#x20;
   * All EWB and IRN with EWB requests are sent to NIC. Check your EWayBill on <https://ewaybill.nic.in/> and eInvoices on <https://einvoice1.gst.gov.in/>&#x20;
10. Can I view eInvoices generated on any IRP on ClearIRP?\
    No, eInvoices generated through an IRP will be accessible only on that IRP. All IRPs are independent entities and einvoice data is not shared among IRPs.


# NIC Credentials

Learn how to add "NIC Credentials" of your GSTINs to ClearTax Software

## Guide to add NIC Credentials to ClearTax software

{% embed url="<https://youtu.be/-hsyuG74r50>" %}

### **Step 1:** Select Settings&#x20;

Select Settings Panel section and open it. You can find this on the left-side panel on your screen.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaEp0u3OW8CaOuaJVVe%2F-MaFBqGHA6iaxiMF8-wU%2Fimage.png?alt=media\&token=2716af60-1e3e-46a6-975e-5c88ffae16e0)

### **Step 2:** Select "NIC credentials"

&#x20;Click on "NIC credentials" under Global Settings.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaEp0u3OW8CaOuaJVVe%2F-MaFC8JnlFzoc1_pJHxL%2Fimage.png?alt=media\&token=bce85ba8-0c78-442c-ad2c-a5c643804218)

### **Step 3: Select** "Add NIC Credentials"&#x20;

Click on "Add NIC Credentials" to add credentials.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaEp0u3OW8CaOuaJVVe%2F-MaFD5Nk6oUPSxNqd_Zb%2Fimage.png?alt=media\&token=3c235aa7-8cee-4514-9adf-7419e4fe0c6e)

### **Step 4:  Enter Credentials**

Select the GSTIN you want to add the credentials for. Then enter the username, password and click save.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaEp0u3OW8CaOuaJVVe%2F-MaFE8UiaO1HKkOS0gtO%2Fimage.png?alt=media\&token=53c30a18-8a02-413b-bcd2-fa1958bb29a0)

## Feedback

{% embed url="<https://docs.google.com/forms/d/e/1FAIpQLSdRIITthCEouHmXIUKEjmGpi_pTTRLKBfXhvu_LTubABfKBEA/viewform?usp=pp_url&entry.571883827=NIC+Credentials>" %}


# Integration Settings

Learn how to generate and download Auth Token

## **Guide to Generate and Download Auth Token**

### **Step 1:** Select Integration Settings

In the settings panel, select Integration under the E-Invoicing and EWB Settings section. You can find this on the left-side panel on your screen.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaCxGohnNwAYrzDIcHU%2F-MaD8h3_sQcBF_vnlJA6%2Fimage.png?alt=media\&token=bcda5659-5446-470f-ae11-f87472527898)

### **Step 2:** Generate AuthToken

Enter a name in the AuthToken Label text field and click on “Generate”. This name will be an identifier for the AuthToken.

{% hint style="info" %}
Copy the AuthToken generated in the “AuthToken” field below and save it securely in your system. You can use this token for request header “x-cleartax-auth-token” later in your API requests
{% endhint %}

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaCxGohnNwAYrzDIcHU%2F-MaD96bAmUWi53MqxgVs%2Fimage.png?alt=media\&token=f8804f6d-5e44-43fd-a8d6-fec32865c9a1)

### **Step 3:** Download CSV

Click on "Download CSV" to get the details of all AuthTokens added in a csv file.

{% hint style="info" %}
Please note, you can generate as many tokens as you want (may be for each ERP). To help you identify the tokens in the future, you can name the authentication tokens with labels. So make sure to keep the label unique and identifiable.
{% endhint %}

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaCxGohnNwAYrzDIcHU%2F-MaD9emecZNHsrYX4h1j%2Fimage.png?alt=media\&token=7a1f1173-805a-4706-89a0-4a1bd4dc8a4b)

## Feedback

{% embed url="<https://docs.google.com/forms/d/e/1FAIpQLSdRIITthCEouHmXIUKEjmGpi_pTTRLKBfXhvu_LTubABfKBEA/viewform?usp=pp_url&entry.571883827=Integration+Settings>" %}


# E-Way Bill Settings


# Import Settings

Learn how to create a new custom template, edit an already existing custom template for importing your invoice data.

## Guide to Create and Edit Custom Templates

### Step 1 : Select Settings

Select Settings Panel section and open it. You can find this on the left-side panel on your screen.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaCkmiEeFKv4JGr6CM2%2F-MaCnXaDqVA8EwUI6tEX%2Fimage.png?alt=media\&token=6d198cba-54d4-4c27-b3f6-5759743d5b40)

### **Step 2:** Select Import settings&#x20;

You can locate these under E-Invoicing and EWB settings

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaCkmiEeFKv4JGr6CM2%2F-MaCnqhJWGOkmlDM5Z4d%2Fimage.png?alt=media\&token=20f0a7ae-723c-4822-9479-08412576a95d)

### **Step 3:  Select Business**

Select the business for which to want to create/edit a template

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaCkmiEeFKv4JGr6CM2%2F-MaCoCOBui0mXVdZlAjs%2Fimage.png?alt=media\&token=e19405a3-e7c3-4c8c-b495-7e7a03961f31)

### **Step 4:  Create New Template**

Click on "New Template" icon if you want to create a fresh template. Learn how to edit an existing template [here](/product-help-and-support/clear-finance-cloud/cleare-invoicing/settings-configurations/import-settings#step-8-editing-an-existing-template)

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaCkmiEeFKv4JGr6CM2%2F-MaCocZkBskig9uWb0Cx%2Fimage.png?alt=media\&token=c7809ab6-f621-4109-9cac-399b18228e39)

### **Step 5: Upload Invoice Details**

Upload the file containing invoice details. The ClearTax software supports XLSX, CSV, XLS and XLSM formats.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaCkmiEeFKv4JGr6CM2%2F-MaCpTvvrLCE1I-8lwYq%2Fimage.png?alt=media\&token=384d76b9-03df-46a8-8bd2-a6fd7550cf5f)

### **Step 6:**  Mapping Columns&#x20;

Map the columns of your template with that of ClearTax standard template. The columns marked as "Required" are mandatory to map. Click on "Save Template" once you are done mapping them.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaCkmiEeFKv4JGr6CM2%2F-MaCtpLAtaKnoCpq6NQQ%2Fimage.png?alt=media\&token=8c6e2d6f-53ea-4b5e-b65f-18cd644d015f)

### **Step 7: Name Template**

Choose a suitable name for your template for future reference.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaCkmiEeFKv4JGr6CM2%2F-MaCuL_AI0X_x_f22_BK%2Fimage.png?alt=media\&token=4558c462-614d-4d39-8c24-aa907631b4e9)

### **Step 8:  Editing Existing Template**

Follow the below steps to edit an already existing template.

#### Step 8.1: Select Business

&#x20;Select the business whose template you want to edit.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaCkmiEeFKv4JGr6CM2%2F-MaCuheiIOWDw1iiB7qU%2Fimage.png?alt=media\&token=daec10fd-08f0-4c80-9ae2-ad0553f3eae1)

#### Step 8.2: Select Custom Template

Select the custom template you want to edit. Then click on "Edit Template" icon in front of it.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaCkmiEeFKv4JGr6CM2%2F-MaCvr2EEVfn8NdnW5f4%2Fimage.png?alt=media\&token=1cfde3b7-9496-4bad-9e2d-4d9c352d79f1)

#### Step 8.3: Edit and Save Template

Make the desired changes to it and click on the "save template" icon on the top once you are done.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaCkmiEeFKv4JGr6CM2%2F-MaCw3GsPlfcuItOI4IF%2Fimage.png?alt=media\&token=a28c0398-1a76-4913-a567-a1b298a0d410)

## Feedback

{% embed url="<https://docs.google.com/forms/d/e/1FAIpQLSdRIITthCEouHmXIUKEjmGpi_pTTRLKBfXhvu_LTubABfKBEA/viewform?usp=pp_url&entry.571883827=Import+Settings>" %}


# Email Settings

Learn how to use Email Settings

## Guide to Create Email Settings

{% embed url="<https://youtu.be/5_TOxifkUGs>" %}

### **Step 1:** Select Settings

Select settings from the E-invoicing & EWB section. You can find this on the left-side panel on your screen.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaCxGohnNwAYrzDIcHU%2F-MaD0hxj93uKiCnqzzzH%2Fimage.png?alt=media\&token=872185e4-9250-400a-b95a-458b14f43d05)

### **Step 2:** Select Email Settings

Select Email Settings under E-invoicing and EWB settings.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaCxGohnNwAYrzDIcHU%2F-MaD0yupVyJyUo6fWTOO%2Fimage.png?alt=media\&token=7c1d60cc-17c4-4f85-bee2-456664baacf5)

### **Step 3:** Select Business

Select business to get the pre-defined email templates.<br>

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaCxGohnNwAYrzDIcHU%2F-MaD19qzx4adYLrsXL7L%2Fimage.png?alt=media\&token=1b0f5cb8-b60a-4e48-b8af-9263f5c3f1ac)

### **Step 4:** Enter Requisite details

Add Reply to Name and Reply to Email and Save. These details will be used when mailing an invoice.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaCxGohnNwAYrzDIcHU%2F-MaD1XW1su86naObdVYx%2Fimage.png?alt=media\&token=04cd77b7-ab4e-4860-acad-bb29654c8ae8)

### **Step 5:** View Template&#x20;

&#x20;Click on View Template to see the content body of the email template.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaCxGohnNwAYrzDIcHU%2F-MaD1l5Vn8qog8cFrV1v%2Fimage.png?alt=media\&token=c41b8d2b-b278-438b-844b-d79a83fb71fb)

## Feedback

{% embed url="<https://docs.google.com/forms/d/e/1FAIpQLSdRIITthCEouHmXIUKEjmGpi_pTTRLKBfXhvu_LTubABfKBEA/viewform?usp=pp_url&entry.571883827=Email+Settings>" %}


# Business Settings

Learn how to add or edit a GSTIN or Branch

## **Guide to add or edit a GSTIN or Branch**

### **Step 1:** Select Settings

Select settings from the E-invoicing & EWB section. You can find this on the left-side panel on your screen.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaCxGohnNwAYrzDIcHU%2F-MaD3nNhnHgHz9ufWOkJ%2Fimage.png?alt=media\&token=3a2978cf-2999-4fa6-8228-dc5aed03cd77)

### **Step 2:** Select Business Settings

Select Business Settings under the Global Settings section.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaCxGohnNwAYrzDIcHU%2F-MaD3w3vxVoSwayhJwtt%2Fimage.png?alt=media\&token=6306c5b3-4fba-4a1f-9bea-93a27a888c04)

### **Step 3:** Add new business units"&#x20;

Click on "Add new business" units icon to add a new GSTIN or Branch.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaCxGohnNwAYrzDIcHU%2F-MaD4HNDSUrbvNevmr56%2Fimage.png?alt=media\&token=48c57de8-868e-45e5-913e-40bcb992580a)

### **Step 4: About GSTIN**

&#x20;If you want to add a new GSTIN then select "Add new GSTINs"  else select "Add branches for existing GSTINs" if you want to add a Branch.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaCxGohnNwAYrzDIcHU%2F-MaD4inA1BnGm0XFWvg8%2Fimage.png?alt=media\&token=d27f521b-0251-4ada-beb4-253be6f5d391)

### **Step 5:** Add GSTIN number

The display name will be fetched automatically as you enter your GSTIN number. You can edit it if you wish so. You are given the option to add NIC username and password although that's not mandatory here. However,  it is advised to fill that info here itself rather than taking the trouble to fill it in the "NIC credentials " tab.\
Click on save once completed.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaCxGohnNwAYrzDIcHU%2F-MaD59euOitd5kBB-TRM%2Fimage.png?alt=media\&token=1cfc956f-9960-4668-9446-06b4dd7fed27)

## Feedback

{% embed url="<https://docs.google.com/forms/d/e/1FAIpQLSdRIITthCEouHmXIUKEjmGpi_pTTRLKBfXhvu_LTubABfKBEA/viewform?usp=pp_url&entry.571883827=Business+Settings>" %}


# Contact Master

Learn how to add Contacts using ClearTax Software

## Guide To Use Contact Master

### **Step 1:** Select Contact Lists

&#x20;Select Contact Lists under Global Settings Section in Settings panel. You can find this on the left-side panel on your screen.<br>

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaEk8O7qRVdUr7pOjrd%2F-MaEliAHIdKSyAjmIjFh%2Fimage.png?alt=media\&token=6b4ca4bc-26da-4810-9dfc-7b5fbde5edaa)

### **Step 2:** Add More Contacts

Select business and click on Add More Contacts. Enter the Linked GSTIN, POC name, Email, Phone number, Role and click on Save to add the contact.

The cell values can be directly entered on the screen.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaEk8O7qRVdUr7pOjrd%2F-MaEmDXsMEcHnUov2fSP%2Fimage.png?alt=media\&token=23c997b8-88d3-4539-b2e7-7cd997d3ab63)

### **Step 3:** Bulk Contact Addition&#x20;

Contacts can also be added by uploading an excel file. Select on Upload excel to add in bulk.&#x20;

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaEk8O7qRVdUr7pOjrd%2F-MaEmu-xHn_k_BOoE6Hp%2Fimage.png?alt=media\&token=62591b5c-e627-4fac-804b-922b72168825)

{% hint style="info" %}
Excel file with the contact data can be uploaded. User can also download ClearTax template to enter contact details.
{% endhint %}

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaEk8O7qRVdUr7pOjrd%2F-MaEnCan_E1vl48Oy3gJ%2Fimage.png?alt=media\&token=ad012cf4-b1b0-433c-91de-1af8928fa3c1)

## Feedback

{% embed url="<https://docs.google.com/forms/d/e/1FAIpQLSdRIITthCEouHmXIUKEjmGpi_pTTRLKBfXhvu_LTubABfKBEA/viewform?usp=pp_url&entry.571883827=Contact+Master>" %}


# User Roles

Learn about the different user roles present and how to provide access to them

## **T**ype of User Roles available on ClearTax:

### Admin

&#x20;It is the highest and most important role. Basically the Lord of the  GSTINs and Branches. User has powers vested in him to invite a new user or delete an existing one and to generate IRN/EWB or Cancel them.

### View Only

A person with "view only" access can look at the generated or cancelled invoices or download  them but can't make any changes to it.&#x20;

{% hint style="info" %}
This role is best suited for auditors
{% endhint %}

### Non Cancel

This role provides access for user to Add, View, Download E-Invoices and EWB, however does not allow the user to cancel any E-Invoices or EWB.

### E-Way Bill Only

This role provides user access to all actions within E-way bill i.e., Upload, Generate, View, Cancel, Download, Print of E-way bills however restricts any access to E-Invoices. These users don't have access to the View E-Invoices section.

### E-Invoicing Only

This role provides user the access to all actions within E-invoicing i.e., Upload, Generate, View, Cancel, Download, Print. But don't allow the user to manage EWB from view E-way bills section.

## **Guide to assign roles in ClearTax**

### **Step 1: Select Settings**

Select settings from the E-invoicing & EWB section. You can find this on the left-side panel on your screen.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaFEy_uDhAZocwNhpfo%2F-MaFIyPlmUg9KALCoUau%2Fimage.png?alt=media\&token=f24b129b-41f7-43e0-9ada-6be621d6bbff)

### **Step 2:** Select User Access

Select User Access under Global Setting&#x73;**.**

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaFEy_uDhAZocwNhpfo%2F-MaFJClGMTbTmMk9qzTP%2Fimage.png?alt=media\&token=71ce620d-ddbf-4615-a193-edf458ca7c67)

### **Step 3: I**nvite New User&#x20;

Click on Invite New User tab to add new users

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaFEy_uDhAZocwNhpfo%2F-MaFJurG2PGKKs6rH-m6%2Fimage.png?alt=media\&token=37c8508a-f774-48ab-a006-03aaa09f5af3)

### **Step 4: Enter User Details**

Fill the name, email of the person you want to invite. Also select the role you want to assign to User

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaFEy_uDhAZocwNhpfo%2F-MaFKHcU4K9obDTK3m8_%2Fimage.png?alt=media\&token=6fafd7fc-85a6-47f4-9f04-f820ada1e47a)

### **Step 5: Select Business Units**

&#x20;Select the Business Unit for which you want to provide access. Click all if you want to provide access to whole account. Click on continue.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaFEy_uDhAZocwNhpfo%2F-MaFKgTvI7F7-ghNf2Xw%2Fimage.png?alt=media\&token=c10c4a72-7098-4531-a8fd-2cfef43dffb1)

### **Step 6: Invitation Mail**

An invitation mail will be sent to the respective person's email id. Click on Accept  for accepting invitation

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaFEy_uDhAZocwNhpfo%2F-MaFLE0fYXEZwXt37EsG%2Fimage.png?alt=media\&token=6d086ed4-9a72-4a9e-b1a1-2323b27b06fd)

### **Step 7: Manage Access**

ADMIN can change the access given to the Users.  Click on the "manage access" or "delete" icon in front of the respective person's name.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaFEy_uDhAZocwNhpfo%2F-MaFLnXYzo-gfylnzSZQ%2Fimage.png?alt=media\&token=bd918565-0e60-4841-b155-33fd6d7da493)

## Feedback

{% embed url="<https://docs.google.com/forms/d/e/1FAIpQLSdRIITthCEouHmXIUKEjmGpi_pTTRLKBfXhvu_LTubABfKBEA/viewform?usp=pp_url&entry.571883827=User+Roles>" %}


# Copy of User Roles

Learn about the different user roles present and how to provide access to them

## **T**ype of User Roles available on ClearTax:

### Admin

&#x20;It is the highest and most important role. Basically the Lord of the  GSTINs and Branches. User has powers vested in him to invite a new user or delete an existing one and to generate IRN/EWB or Cancel them.

### View Only

A person with "view only" access can look at the generated or cancelled invoices or download  them but can't make any changes to it.&#x20;

{% hint style="info" %}
This role is best suited for auditors
{% endhint %}

### Non Cancel

This role provides access for user to Add, View, Download E-Invoices and EWB, however does not allow the user to cancel any E-Invoices or EWB.

### E-Way Bill Only

This role provides user access to all actions within E-way bill i.e., Upload, Generate, View, Cancel, Download, Print of E-way bills however restricts any access to E-Invoices. These users don't have access to the View E-Invoices section.

### E-Invoicing Only

This role provides user the access to all actions within E-invoicing i.e., Upload, Generate, View, Cancel, Download, Print. But don't allow the user to manage EWB from view E-way bills section.

## **Guide to assign roles in ClearTax**

### **Step 1: Select Settings**

Select settings from the E-invoicing & EWB section. You can find this on the left-side panel on your screen.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaFEy_uDhAZocwNhpfo%2F-MaFIyPlmUg9KALCoUau%2Fimage.png?alt=media\&token=f24b129b-41f7-43e0-9ada-6be621d6bbff)

### **Step 2:** Select User Access

Select User Access under Global Setting&#x73;**.**

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaFEy_uDhAZocwNhpfo%2F-MaFJClGMTbTmMk9qzTP%2Fimage.png?alt=media\&token=71ce620d-ddbf-4615-a193-edf458ca7c67)

### **Step 3: I**nvite New User&#x20;

Click on Invite New User tab to add new users

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaFEy_uDhAZocwNhpfo%2F-MaFJurG2PGKKs6rH-m6%2Fimage.png?alt=media\&token=37c8508a-f774-48ab-a006-03aaa09f5af3)

### **Step 4: Enter User Details**

Fill the name, email of the person you want to invite. Also select the role you want to assign to User

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaFEy_uDhAZocwNhpfo%2F-MaFKHcU4K9obDTK3m8_%2Fimage.png?alt=media\&token=6fafd7fc-85a6-47f4-9f04-f820ada1e47a)

### **Step 5: Select Business Units**

&#x20;Select the Business Unit for which you want to provide access. Click all if you want to provide access to whole account. Click on continue.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaFEy_uDhAZocwNhpfo%2F-MaFKgTvI7F7-ghNf2Xw%2Fimage.png?alt=media\&token=c10c4a72-7098-4531-a8fd-2cfef43dffb1)

### **Step 6: Invitation Mail**

An invitation mail will be sent to the respective person's email id. Click on Accept  for accepting invitation

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaFEy_uDhAZocwNhpfo%2F-MaFLE0fYXEZwXt37EsG%2Fimage.png?alt=media\&token=6d086ed4-9a72-4a9e-b1a1-2323b27b06fd)

### **Step 7: Manage Access**

ADMIN can change the access given to the Users.  Click on the "manage access" or "delete" icon in front of the respective person's name.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaFEy_uDhAZocwNhpfo%2F-MaFLnXYzo-gfylnzSZQ%2Fimage.png?alt=media\&token=bd918565-0e60-4841-b155-33fd6d7da493)

## Feedback

{% embed url="<https://docs.google.com/forms/d/e/1FAIpQLSdRIITthCEouHmXIUKEjmGpi_pTTRLKBfXhvu_LTubABfKBEA/viewform?usp=pp_url&entry.571883827=User+Roles>" %}


# Account Setup and Settings

This guide is designed to help you set up and manage your Clear account effortlessly, including user access control, workspace management, security settings, subscription handling, and authentication for seamless platform usage.

Here are the general topics of our documentation. Feel free to **look around** or **use the search bar on the top banner!**

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th data-type="content-ref"></th><th data-hidden data-card-cover data-type="files"></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td>Create an account, set up your workspace, add business details, and manage GSTN settings for smooth compliance.</td><td><a href="/product-help-and-support/for-large-businesses/account-setup-and-settings/create-and-setup-your-clear-account">Create and Setup Your Clear Account</a></td><td><a href="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F3P1zDHrYjX5llRixb56T%2F1.png?alt=media&amp;token=169a266f-c67d-4d5c-8f42-1f4f932acc2f">1.png</a></td><td><a href="/product-help-and-support/for-large-businesses/account-setup-and-settings/create-and-setup-your-clear-account">Create and Setup Your Clear Account</a></td></tr><tr><td>Add/remove users, assign role-based access, and manage team permissions for compliance control.</td><td><a href="/product-help-and-support/for-large-businesses/account-setup-and-settings/user-access-management">User Access Management</a></td><td><a href="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F9L1mcmGzykxypt7c2jmQ%2F4.png?alt=media&amp;token=85f19592-54d9-465d-9d50-7230172d1404">4.png</a></td><td><a href="/product-help-and-support/for-large-businesses/account-setup-and-settings/user-access-management">User Access Management</a></td></tr><tr><td>Easily switch between multiple workspaces using a single email ID for organized access.</td><td><a href="/product-help-and-support/for-large-businesses/account-setup-and-settings/switching-between-multiple-workspaces">Switching between Multiple Workspaces</a></td><td><a href="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fy0pRakCbknfkXjbo1SB2%2F7.png?alt=media&amp;token=ccd53892-73e9-4adf-8223-d20198c730ab">7.png</a></td><td><a href="/product-help-and-support/for-large-businesses/account-setup-and-settings/switching-between-multiple-workspaces">Switching between Multiple Workspaces</a></td></tr><tr><td>Update your account password quickly via profile settings for better security.</td><td><a href="/product-help-and-support/for-large-businesses/account-setup-and-settings/how-to-update-your-password">How to Update Your Password?</a></td><td><a href="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FnAeTbAINZPVscyNflpXw%2F9.png?alt=media&amp;token=e2512821-f484-4e0c-9488-f3125bf7546a">9.png</a></td><td><a href="/product-help-and-support/for-large-businesses/account-setup-and-settings/how-to-update-your-password">How to Update Your Password?</a></td></tr><tr><td>Change your phone number with OTP verification to maintain accurate contact details.</td><td><a href="/product-help-and-support/for-large-businesses/account-setup-and-settings/how-to-update-phone-number">How to Update Phone Number?</a></td><td><a href="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FmVAB5tMXcF97k2zqRgPT%2F2.png?alt=media&amp;token=965ac633-3436-4ad6-8fce-71b89109d2ed">2.png</a></td><td><a href="/product-help-and-support/for-large-businesses/account-setup-and-settings/how-to-update-phone-number">How to Update Phone Number?</a></td></tr><tr><td>Enable 2FA via SMS or email to protect your account with an added security layer.</td><td><a href="/product-help-and-support/for-large-businesses/account-setup-and-settings/setting-up-two-factor-authentication-2fa">Setting Up Two Factor Authentication (2FA)</a></td><td><a href="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FekA7vdkytgp8oDHgI0n8%2F5.png?alt=media&amp;token=6a56a2ea-ba00-42cc-8da9-3c1ee9f047f0">5.png</a></td><td><a href="/product-help-and-support/for-large-businesses/account-setup-and-settings/setting-up-two-factor-authentication-2fa">Setting Up Two Factor Authentication (2FA)</a></td></tr><tr><td>Explore your subscription details—track usage, download invoices and credit notes, and easily access your Customer Success Manager (CSM) contact for support.</td><td><a href="/product-help-and-support/for-large-businesses/account-setup-and-settings/manage-your-subscriptions-and-billing">Manage Your Subscriptions &amp; Billing</a></td><td><a href="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fi2gp0z1NQRcYOG7oFXq8%2F8.png?alt=media&amp;token=a5f00d9c-de8d-4f83-ab94-64e1534f9c3b">8.png</a></td><td><a href="/product-help-and-support/for-large-businesses/account-setup-and-settings/manage-your-subscriptions-and-billing">Manage Your Subscriptions &amp; Billing</a></td></tr><tr><td>Generate secure authentication tokens to seamlessly integrate your ERP system<br>with GST and E-Invoicing tools for automated compliance workflows.</td><td><a href="/product-help-and-support/for-large-businesses/account-setup-and-settings/generate-authentication-tokens-for-erp-integration">Generate Authentication Tokens for ERP Integration</a></td><td><a href="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FFGDAQXPTTqDom21t6TgY%2F10.png?alt=media&amp;token=618239e7-f770-4aba-ab44-f16309ee67cb">10.png</a></td><td><a href="/product-help-and-support/for-large-businesses/account-setup-and-settings/generate-authentication-tokens-for-erp-integration">Generate Authentication Tokens for ERP Integration</a></td></tr><tr><td>Use the AI-powered chatbot for 24/7 assistance with user invites, error resolutions,<br>and quick ticket submissions—ensuring uninterrupted support anytime.</td><td><a href="/product-help-and-support/for-large-businesses/account-setup-and-settings/instant-answers-by-clear-ai-powered-chatbot">Instant Answers by Clear AI Powered Chatbot</a></td><td><a href="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FUKI4clDw5Z7D2ATtaSEK%2F3.png?alt=media&amp;token=25dd0b72-19cd-42b6-9958-f7a77529e875">3.png</a></td><td><a href="/product-help-and-support/for-large-businesses/account-setup-and-settings/instant-answers-by-clear-ai-powered-chatbot">Instant Answers by Clear AI Powered Chatbot</a></td></tr></tbody></table>


# Create and Setup Your Clear Account

In this guide, you'll set up your Clear account, verify your email, and configure your workspace. By the end, you'll have added your business details, customized your settings, and reviewed your subscription information.

{% embed url="<https://youtu.be/aNkODvqBghk?si=YYxYHzS69-3mtMIH>" %}

{% stepper %}
{% step %}
Visit the Clear Finance Cloud website. Open your browser, type **app.clear.in** in the search bar, and press Enter
{% endstep %}

{% step %}
On the website, click **Clear Finance Cloud** to start setting up your account.
{% endstep %}

{% step %}
Register by entering your email ID and password. Use an official email ID to avoid licensing issues.

![Image](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FkR4HsKhiugOLJSDlTTo3%2F0.png?alt=media\&token=7761c5c1-8640-4aaa-a233-0a3867486d22)
{% endstep %}

{% step %}
Set your password and review the terms and conditions displayed on the screen.

![Image](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FMhJBUGDDnKSamVpG0fNr%2F1.png?alt=media\&token=aee7b37e-dc29-49e5-9115-9ab3a704aa78)
{% endstep %}

{% step %}
Click **Agree** and **Continue**. A verification email will be sent to your registered email ID.

![Image](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F43bVGPX8HFrjDWUVHDDu%2F2.png?alt=media\&token=8b32599a-3482-4248-9173-9573001303c0)
{% endstep %}

{% step %}
Open the email and click the verification link to confirm your account.

![Image](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F3bR8v8MT2Df3bRvodMda%2F3.png?alt=media\&token=dd321eb5-afc7-4d2d-bf42-ae2a5ce89e4d)
{% endstep %}

{% step %}
You'll be redirected to the workspace page. Enter your company's legal name and turnover details in the respective fields.

![Image](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FAaDm5Hcwq8qBRoFXQfzw%2F4.png?alt=media\&token=2c406198-33b6-4738-a484-74cba154ac75)
{% endstep %}

{% step %}
Select your ERP system and the products you're interested in from the available options.

![Image](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FVq975d5dv42pCenYJjIV%2F5.png?alt=media\&token=85b5f753-8b61-4f6c-995e-578b5a31c1bf)
{% endstep %}

{% step %}
Click **Continue**. Provide user profile settings, such as the name of the team member who will initially use the product.

![Image](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FpBTpDhS5N3s4HFCz1sNg%2F6.png?alt=media\&token=63a6f097-b7a9-454f-ac96-fc7c91db1762)

![Image](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FV2dFtjIwdHogH6z6Z1Rl%2F7.png?alt=media\&token=8867056f-172f-42ac-bb10-df6c7983c8dd)
{% endstep %}

{% step %}
Log into the Clear Finance Cloud app using your registered credentials.

![Image](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FDFkudhBpuFdXMH6Oy49F%2F8.png?alt=media\&token=d2f3798d-e1e1-4c63-bc19-b4c694a849ba)
{% endstep %}

{% step %}
Navigate to **Settings** in the toolbar on the left-hand side of the screen to start configuring your account.

![Image](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FXxYhD3XAklTqJUVrJAc5%2F9.png?alt=media\&token=f04efbc4-9730-43a4-bbc7-90889ebddf26)
{% endstep %}

{% step %}
In **Settings**, add your business details. Click **Add new GSTN** to input your GSTN.

![Image](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F9eksvKvUdOk5I8U5a56u%2F10.png?alt=media\&token=4ba3bd86-fcb4-4774-ab9d-9036d98262cb)

![Image](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FlblrSM26TbsAdEpGzy67%2F11.png?alt=media\&token=13de7f6a-1799-4977-919a-40aec447ca33)

![Image](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FHL9WWspg6gV1ehA73LVz%2F12.png?alt=media\&token=62e290f8-125f-4fcc-b3ef-62a62dd22126)
{% endstep %}

{% step %}
After entering your business details, click **Save** to store the information.

![Image](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F8a8p00raad0wBXfuDAZj%2F13.png?alt=media\&token=65d3a787-c15a-4be7-b9f2-48f31eafd8c4)
{% endstep %}

{% step %}
Once saved, view your GST and PAN details on the screen.

![Imag](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FrmA3UIyzFHxkMmSIj1BS%2F14.png?alt=media\&token=a10ae48e-4a99-4b08-b8e1-312eb10a0eba)
{% endstep %}

{% step %}
Go to **Workspace Settings** to view and modify your workspace details. Click the profile icon in the top-right corner to find your workspace details, including your email ID and workspace name.

![Image](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FzeUht2uJQGPWpG0w5XJ8%2F15.png?alt=media\&token=b70cf032-0611-4ff2-a01b-dbccd66103bd)

![Image](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FvhwAcadVLhnkZD0wQs4e%2F16.png?alt=media\&token=3cd92f7e-9dc0-4379-bb74-faf15688e2ca)

![Image](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FwMJIFxXHldYx3nnHyOze%2F17.png?alt=media\&token=5a0a992b-8728-4481-a8f0-f55cf0151d0c)
{% endstep %}

{% step %}
Check your subscription details by navigating to the relevant section.

![Image](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F3aO5pBPOOSBvkWPWdXu6%2F18.png?alt=media\&token=a7678ca7-db91-4568-a1a0-3a3c1e3731b6)

![Image](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FBJmwSKNlwHlrXMP8F7pq%2F19.png?alt=media\&token=b1b1c85d-d55c-4e80-96a4-863b228ad10a)

{% endstep %}
{% endstepper %}

That's it! You've successfully set up your ClearTax account, added your business details, and configured your workspace. You're now ready to manage your financial needs with ClearTax.


# User Access Management

In this guide, you'll master how to manage user access, invite new users, and delete existing users in your workspace. By following these steps, you'll ensure seamless control over user permissions and maintain an organized workspace.

{% embed url="<https://youtu.be/suiOEbTSc_0?si=cFQXuCnXIczdXpwz>" %}

{% stepper %}
{% step %}
Go to **Settings**.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fs5lHtGwsT88SWzYgIkAK%2F0.png?alt=media\&token=72718c7c-eae7-4824-b731-9395feca7510)
{% endstep %}

{% step %}
Click on the **User Access** tab.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FKr9HStcDjtsdRZ5DZCPG%2F1.png?alt=media\&token=f9314b89-e7e3-4417-88ee-b6bd64021e81)
{% endstep %}

{% step %}
Use the **Filter** button to sort user types.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FVrjkXMJULRi3nqhbEgLF%2F2.png?alt=media\&token=4087bc00-7810-4185-878f-563eaaf94d48)
{% endstep %}

{% step %}
Use the **Filter** option to sort by product access.
{% endstep %}

{% step %}
Use the **Search** option to locate users by name or email.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F67WGSoTLiQKfd3bE017g%2F3.png?alt=media\&token=1157f7e7-fa74-4dc5-8ba7-83458cef3b6c)
{% endstep %}

{% step %}
Click on a user's name to view their access details.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FXJC7WhrkiWFzNX1WmYXX%2F4.png?alt=media\&token=dffe6238-4b06-4fb7-b72d-56a0c2d39b2b)
{% endstep %}

{% step %}
Select **View Business** to check the business accesses assigned to the user.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FP1PPWovU7mnl9RJCjcLZ%2F5.png?alt=media\&token=117a7282-fa0b-4061-845f-563240416aec)
{% endstep %}

{% step %}
Click **Edit Roles** to modify the user's access permissions.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FBZz5Y6NW8bGBx8m6Ada3%2F6.png?alt=media\&token=018cbddd-693e-4be4-8c34-79403268185d)
{% endstep %}

{% step %}
To invite a new user, click the **Invite New User** icon in the top-right corner.
{% endstep %}

{% step %}
Choose between **Regular User** and **Guest User**, then input the user's name.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F1Dllyc5zbZ5eVWZxGXxj%2F7.png?alt=media\&token=13715040-717f-46e3-a008-85249f8cdf97)
{% endstep %}

{% step %}
Enter the user's email ID.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F2xFLrvEWQNuz5yWsV9aG%2F8.png?alt=media\&token=2bcbe4df-122b-47ca-8423-dcf56fa3df7c)
{% endstep %}

{% step %}
Select the platform for the user.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FJ99ej5BRIUr1wn67ChmO%2F9.png?alt=media\&token=b4a14609-723f-4854-a846-7cc31c63ac3f)
{% endstep %}

{% step %}
Assign the user's role.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FtMW6ZcPTIifltLwYH4cq%2F10.png?alt=media\&token=83bca48d-88ca-4930-87f4-fabccdd5d2d4)
{% endstep %}

{% step %}
Select the business for the user.
{% endstep %}

{% step %}
Click **Add User**.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FsfbTWn0JHUl92kwSHL0K%2F11.png?alt=media\&token=06c2baac-d6f0-4af7-bac0-5eebe0c0cd4a)
{% endstep %}

{% step %}
Review the details and click **Invite User** to send the invitation.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FoceeQWrxQbzuPqzrreuk%2F12.png?alt=media\&token=2bd8db01-0f51-4b74-af7a-f4b6fb4fdc4b)

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FHG2McdCEqMoNaGW1ZMeE%2F13.png?alt=media\&token=81b393dd-5c4c-46b2-8ddd-9fbbd63a9d33)
{% endstep %}

{% step %}
Search for the newly invited user in the user list to confirm their addition.
{% endstep %}

{% step %}
To delete a user, click the **Delete** icon next to their name.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F9fFtDsG4DKazRO7yzPWR%2F14.png?alt=media\&token=cc97b0e1-c67e-490b-9a84-4e8601dbba84)
{% endstep %}

{% step %}
Confirm the deletion by clicking **Yes** or the equivalent confirmation button.
{% endstep %}
{% endstepper %}

That's it! You've successfully learned how to manage user access, invite new users, and delete existing users in your workspace.


# Switching between Multiple Workspaces

In this article, you'll learn how to switch between different workspaces associated with your email ID. This is especially useful if you're managing multiple projects or teams, as each workspace contains its own set of products and configurations. By following these steps, you'll seamlessly navigate between workspaces to access the tools and information you need.

{% embed url="<https://youtu.be/08SLiOSYX6w?si=lJXmhi1PwX4YtJjQ>" %}

{% stepper %}
{% step %}
Identify your current workspace. Look at the top left corner of your screen to see the name of the workspace you're currently in. For example, we're currently in the **CFC demo** workspace.

![Image](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FUrKYZP1TbDRwPL0us9H0%2F0.png?alt=media\&token=08495779-a9e9-46fa-8502-e2ed62d871ab)
{% endstep %}

{% step %}
Locate the workspace switcher. It's in the top right corner of your screen, represented by an icon or your profile picture.

![Image](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FshyvFqZiW6Yc1Kd5Pv7L%2F1.png?alt=media\&token=462e04e7-1d35-4fac-9e30-5952b0b6dd51)
{% endstep %}

{% step %}
Click on the icon. This action will open a dropdown menu displaying additional options.

![Image](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FWf2Hzn5XAQUbCg0oWegT%2F2.png?alt=media\&token=250b0630-7fde-4f91-9ef4-1e9fc925d198)
{% endstep %}

{% step %}
View the list of workspaces. The dropdown menu will show all the workspaces associated with your email ID. Each workspace is listed by name. To switch, simply click on the name of the workspace you'd like to access.

![Image](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FlmfFo9RoRIRZAecR2UOy%2F3.png?alt=media\&token=d36b6c1d-5178-4208-8021-c5f99db3177c)
{% endstep %}

{% step %}
Confirm the switch. A prompt will appear asking if you'd like to switch the production workspace. This ensures you don't accidentally make changes in the wrong workspace. Click **Continue** to proceed.

![Image](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FXqUycH7BfPwIARoBaDx1%2F4.png?alt=media\&token=2f60deb0-19e7-4db8-8e2b-5befc0426529)
{% endstep %}

{% step %}
Access your new workspace. Once the switch is complete, you'll be redirected to the selected workspace. From here, you can access all the products and configurations tied to this workspace.

![Image](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FrJgdsikHHOBa9InmFsk0%2F5.png?alt=media\&token=951c0640-c13c-4abe-b021-d05790e3442b)

{% endstep %}
{% endstepper %}

And that's it! You've successfully switched workspaces. This process ensures you're always working in the right environment for your tasks and projects.


# How to Update Your Password?

Changing or updating your password on Care Finance in Cloud is essential for maintaining your account's security. This guide will walk you through the process step-by-step, ensuring your password is updated quickly and efficiently.

{% embed url="<https://youtu.be/eyjC1Yn7kLw?si=KOifDJ3fXXT-8WMJ>" %}

{% stepper %}
{% step %}
Log into **Clear tax portal**.
{% endstep %}

{% step %}
Navigate to **Settings**.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FV1pXS1UpDt6rG5epuEDO%2F0.png?alt=media\&token=4d44f4f8-b33e-4c81-a695-38df39dd68e1)
{% endstep %}

{% step %}
Within **Settings**, click on **Profile Settings** under the profile section and click on **Go to profile settings**.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FcdFcmhdGRHxHadOKP4a1%2F1.png?alt=media\&token=0ea31837-b9c6-48ae-9343-789444cd4e3c)
{% endstep %}

{% step %}
In **Profile Settings**, locate the **Account Security Setting**.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FFG0BouPVsW44zdF0h26C%2F2.png?alt=media\&token=36249279-9408-432d-a627-58f7ee6e71b3)
{% endstep %}

{% step %}
Select **Security Settings**. This will display the option to update your password.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FoSyrnHbfnhIEflEI6kg2%2F3.png?alt=media\&token=1d13bb22-bb33-419d-a486-7771617baac6)
{% endstep %}

{% step %}
Click on **Update Password**.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FqVm3Hh7c3GM6sP8g6BnL%2F4.png?alt=media\&token=c1c0dea3-ce1a-40d9-a063-ad34b725abe2)
{% endstep %}

{% step %}
Enter your current password, followed by your new password.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fw84u3Uy1B79pNYfUiSqm%2F5.png?alt=media\&token=1db530c3-9ef4-4f26-ad95-4e7fde3ee0dd)
{% endstep %}
{% endstepper %}

By following these steps, you'll successfully update your password on Care Finance in Cloud, keeping your account secure and protected.


# How to Update Phone Number?

In this tutorial, you'll learn how to update your phone number in the ClearTax CFC workspace. Keeping your contact information up-to-date ensures you don't miss important updates or notifications. Follow these steps to make the change quickly and easily.

{% embed url="<https://youtu.be/pVtg1tdfonY?si=rjUPf_HudQP2prq7>" %}

{% stepper %}
{% step %}
Open the ClearTax CFC workspace and navigate to the **Clear Finance Cloud** tab.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FEbGFCeuMsAuRalgGgtIw%2F0.png?alt=media\&token=8025de41-ae64-4340-9810-9b9f7f6e4914)
{% endstep %}

{% step %}
Locate and click on **Settings** in the navigation menu. This is where you'll find all the configuration options for your account.
{% endstep %}

{% step %}
Within the **Settings** menu, select the **Profile setting** option. This section contains all the personal details associated with your account.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FKGyTR38Q2Vch1f8IyF6p%2F1.png?alt=media\&token=da2d335e-1e0b-4826-b550-0d04bf5e9dc7)
{% endstep %}

{% step %}
In the **Settings** tab, go to **My profile**. This is where your personal information, including your phone number, is stored.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FbWrnzBNEDTUFreBBQDd9%2F2.png?alt=media\&token=00faac81-204c-454f-9917-6f0ed403eeff)
{% endstep %}

{% step %}
Scroll through the **My profile** section until you find the **Phone number** field. This is the field you'll be updating.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FTNtq368g12Vel332Heeu%2F3.png?alt=media\&token=2084fd39-8313-41cc-a975-30756120e847)
{% endstep %}

{% step %}
To begin the update process, click on **Change phone number**. This will open a new interface for entering your updated contact details.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fzpr4uz1GQhmoxxxC7qY7%2F4.png?alt=media\&token=3318985b-5b39-4ab5-93b4-ae378813dfc5)
{% endstep %}

{% step %}
Enter your new phone number in the provided field. Make sure to double-check the number for accuracy to avoid any issues.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FnGklTNKiUYXsAxgikLj8%2F5.png?alt=media\&token=6c80b7b6-ac41-44a3-963d-a17a47a397d4)
{% endstep %}

{% step %}
Once you've entered your new number, click on **Proceed** to move to the next step. This action will initiate the verification process.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FtpCaFYjSjZLHUyQC7bTN%2F6.png?alt=media\&token=4391dd5f-7c38-4c15-9428-cea4e31104f0)
{% endstep %}

{% step %}
An OTP (One-Time Password) will be sent to your new phone number. Enter the OTP in the verification field to confirm the change.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F9Wgg1PhqNpbS2sfJjDfm%2F7.png?alt=media\&token=384d7557-4c9a-4f97-8675-fb947a7369a5)
{% endstep %}

{% step %}
After successfully verifying the OTP, your new phone number will be saved. You'll see a confirmation message indicating that your phone number has been updated.
{% endstep %}
{% endstepper %}

That's it! You've successfully updated your phone number in the ClearTax CFC workspace. Keeping your profile information current helps ensure seamless communication and access to all features. Thanks for following along!


# Setting Up Two Factor Authentication (2FA)

In this guide, you'll learn how to set up two-factor authentication (2FA) in Clear Finance Cloud to enhance your account's security. By enabling 2FA, you'll add an extra layer of protection, ensuring that only you can access your account, even if someone else gets hold of your password.

{% embed url="<https://youtu.be/JvrNgflEWOc?si=pl6_xIYZfbkqtsxQ>" %}

{% stepper %}
{% step %}
Go to your profile settings in Clear Finance Cloud.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FTnURqpQEul7FtDoHoV1w%2F0.png?alt=media\&token=103d24d3-ebb2-4855-9ff3-795eef943239)
{% endstep %}

{% step %}
Click **Settings** under your profile.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FOeQoHYzOcd6M7hoA5p6U%2F1.png?alt=media\&token=b556e760-eefc-4b4e-9fef-24e684fdf1d6)
{% endstep %}

{% step %}
Select **Profile** settings.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FJL1062fRftl46Ihh1VHk%2F2.png?alt=media\&token=8f9f42ce-2f1b-4c38-a96a-e606a2c544a1)
{% endstep %}

{% step %}
In the profile settings, navigate to **Security** options.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fkb8pB1s6kyAyQuA5LuV8%2F3.png?alt=media\&token=30d0075b-8b66-4738-86fc-72be525f1461)
{% endstep %}

{% step %}
Locate the two-factor authentication (2FA) option.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F31at3WsszrEhbVNyBGLK%2F4.png?alt=media\&token=75844b61-637c-4b06-bb7c-0248ee2f61f0)
{% endstep %}

{% step %}
Click **Enable 2FA** to start the setup process.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FMEKWosFxTOiJvqvO7iwn%2F5.png?alt=media\&token=ff2499ff-9b7f-4726-be05-f1a97b3f372a)
{% endstep %}

{% step %}
Confirm your selection by checking the checkbox.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FZBrQ1hQocaT6xZnjqSsq%2F6.png?alt=media\&token=f6dc4a9f-4b3c-4d94-a4c8-83ae0b6a6d10)
{% endstep %}

{% step %}
Decide how you'd like to receive your 2FA code: via phone or email.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fa1AjHhSP0EkAcpMVIXE6%2F7.png?alt=media\&token=55cd6648-04cd-4496-9ef0-ec0a1a45d4e9)
{% endstep %}

{% step %}
If you choose phone, click **Phone Setup**.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FSH5a8CVlEnuOA7hvYqbQ%2F8.png?alt=media\&token=b8e0ce7c-e810-48fd-85f3-e84f8dd51e28)
{% endstep %}

{% step %}
Enter your phone number when prompted.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FLBw90jZTrCfvwbocCd0M%2F9.png?alt=media\&token=5cdec826-fcc7-402e-b9b2-0ec1359fc1db)
{% endstep %}

{% step %}
Request the OTP after entering your phone number.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FqWMDDL81RGomH9FSMjCq%2F10.png?alt=media\&token=36a7a8b3-5233-45c7-b445-8a235a0e2153)
{% endstep %}

{% step %}
Once you receive the OTP, enter it to activate phone-based 2FA.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F3ZLY0twzwBxjZcgjXVkQ%2F11.png?alt=media\&token=2b93fe52-a190-4690-b2b9-e8f5132b5386)
{% endstep %}

{% step %}
You'll see a confirmation that 2FA is now enabled for your phone number.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Ff6tuEfMT8EAb9occ9BC0%2F12.png?alt=media\&token=5b3b8117-f28c-439b-b1de-c3c5614c6f92)
{% endstep %}

{% step %}
From now on, each time you log in, you'll need to enter the OTP sent to your phone.
{% endstep %}

{% step %}
To set up email-based 2FA, click **Email Setup**.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F2hKCzAqd9FzL0XmherHb%2F13.png?alt=media\&token=3e99618e-65d3-4aed-bb1d-850dabdc1b48)
{% endstep %}

{% step %}
Enter your email ID.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FglHh7RCksLJVae4POrU9%2F14.png?alt=media\&token=5f91b173-7ee4-42b1-9e51-9ccddfde6ff3)
{% endstep %}

{% step %}
Confirm your email ID.
{% endstep %}

{% step %}
Click **Get OTP**.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FAKDAOIUcyX94DCT6zx3w%2F15.png?alt=media\&token=a9fbb2de-9784-4033-af13-9c276e754ac8)
{% endstep %}

{% step %}
Check your email for the OTP and enter it.
{% endstep %}

{% step %}
After entering the OTP, your email-based 2FA will be activated.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fz9NaCNE0qIWhJWePMUlX%2F16.png?alt=media\&token=b8d58aa6-0248-4a09-8672-7225efc47cbb)
{% endstep %}
{% endstepper %}

That's it! You've successfully enabled two-factor authentication for both your phone number and email ID, adding a robust layer of security to your Clear Finance Cloud account.


# Manage Your Subscriptions & Billing

In this article, you'll learn how to view product details such as description, usage, CSM details, and billing history for your team members. By following these steps, you'll be able to efficiently access and understand all the necessary information related to your team's subscriptions and usage.

{% embed url="<https://youtu.be/_t78o6LAIfM?si=nWLtPDoIUJA5N41S>" %}

{% stepper %}
{% step %}
Navigate to **settings** in your account. This is where you'll find all the configuration options for managing your subscriptions and related details.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FLw5oLPgIqYI09xiuUJbb%2F0.png?alt=media\&token=7e310844-8f88-47c9-b9e7-a3cb301c9c7d)
{% endstep %}

{% step %}
Locate the **subscription folder** within the settings menu. This folder contains all the information related to your subscriptions.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fn5FEc1nN1XzvK9kGUsh4%2F1.png?alt=media\&token=e05a5f5a-93cd-484d-b68a-5762cb9b1912)
{% endstep %}

{% step %}
Expand the **subscription folder** to access the **subscription details**. This section provides an overview of your active subscriptions.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F2fWKGGU2dUTkFiwGvXAg%2F2.png?alt=media\&token=fa22ca1d-24c2-40d0-b274-4cd33121fd7d)
{% endstep %}

{% step %}
Review the **affiliated licenses** listed under the subscription details. Here, you'll see the status and validity of each license associated with your account.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FRddPubk3dNKwLBPqag2D%2F3.png?alt=media\&token=b05bc82b-86ba-42ce-bafa-a4b604117160)

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F9NRYIW3UtZrUv3MdbjBB%2F4.png?alt=media\&token=58db4e67-58ba-4746-95d9-9bc547181cf5)
{% endstep %}

{% step %}
Click on **View details** to access more in-depth information about the plan details of your subscription. This includes specifics about the features and services included in your plan.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FehY2chsEMfSMNfi3b5X9%2F5.png?alt=media\&token=25836326-f45d-4bfb-80ec-6ea256c07c87)
{% endstep %}

{% step %}
To view usage details, return to the **subscription details** section. This is where you'll find insights into how your team is utilizing the tools and services.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FYiBZHybYDBSRvOVhoZbI%2F6.png?alt=media\&token=056ba49c-a40d-4123-af44-6943fa4e9062)

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F2lfNPOPv9vMK6Lh5ZblZ%2F7.png?alt=media\&token=83bb1ffd-5887-4633-acce-9e6e1db298da)
{% endstep %}

{% step %}
Click on the **usage tab** to see a list of tools available under your subscription. This tab provides a breakdown of the tools and their respective usage.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FnNpAT3ZW6BeqhAaC2dB9%2F8.png?alt=media\&token=1950ad90-dab7-4f86-bad0-c0414dd4bcfb)
{% endstep %}

{% step %}
Select the tool you're interested in to view detailed data, such as annual usage statistics. This helps you understand how effectively the tool is being utilized.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F03yua40BOcyvfP9oy9hs%2F9.png?alt=media\&token=caba3c6c-16ac-40f2-8ee1-820946e15aca)
{% endstep %}

{% step %}
View the POC (Point of Contact) details, including your key account manager and customer success manager information. This section ensures you know who to reach out to for assistance.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FlNdq2dDTvL0cyXsNdpuy%2F10.png?alt=media\&token=62fbdbea-7791-41a9-a4df-cf4daf2ee360)
{% endstep %}

{% step %}
In the **billing history** section, you'll find all the raised tax invoices for payment purposes. This is where you can track your billing records.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fv1SBLAwhOWuY2Wfe0RGy%2F11.png?alt=media\&token=e527c606-f4a3-49d4-b5a5-f0788bcc29f0)
{% endstep %}

{% step %}
Click on **View details** to access a specific invoice. This allows you to review the charges and payment details.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FKrtJR63IkrfyrVoOZVRJ%2F12.png?alt=media\&token=64af8818-f10a-45a1-8441-cc2aa86c6816)
{% endstep %}

{% step %}
Download the invoice by clicking on the download tool. This ensures you have a copy of the invoice for your records.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FrFsYYEvCjpCFyu0rxmd1%2F13.png?alt=media\&token=510636eb-83eb-4564-aaf9-4a5006829a79)
{% endstep %}

{% step %}
To view the credit notes raised by your team, navigate to the **credit note section**. This section provides details about any credits issued.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F7if4DBbjfsXFpQRINMiQ%2F14.png?alt=media\&token=03a889cd-82d4-4f0c-9e25-95fde0783264)
{% endstep %}

{% step %}
Click on **View details** to see the affiliated details of the credit notes. This includes information about the credits and their application.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F7oZB8BxKTxAbUgNUIWk0%2F15.png?alt=media\&token=53b2c62a-d4a4-447e-be5a-177832fe711c)
{% endstep %}

{% step %}
Download the PDF of the credit note from this section. This ensures you have a record of the credit notes for future reference.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FvxAAJXGr82YmbJmagL10%2F16.png?alt=media\&token=0b431761-da90-4bf2-bb7d-e3f22febe1fd)
{% endstep %}
{% endstepper %}

That's it! You're now equipped to view all the necessary product details for your team, including subscription information, usage data, POC details, and billing history. Thanks for reading!


# Generate Authentication Tokens for ERP Integration

In this tutorial, you'll learn how to create an authentication or access token for product-level integration in Clear Finance Cloud. This token is essential for securely connecting your ERP system with Clear Finance Cloud products like **E Invoicing** and **GST**. Follow these steps to complete the process.

{% embed url="<https://youtu.be/JeuKyg2mH3A?si=A1zzrEx1Bpc-2iyM>" %}

{% stepper %}
{% step %}
Go to **Settings** in Clear Finance Cloud. This is where you'll find all the configuration options for your account.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FmYt8filrbBzJwlJEAq9A%2F0.png?alt=media\&token=2227ea34-7fef-411a-b8b9-a6a3a41da3ee)
{% endstep %}

{% step %}
Under **Settings**, locate the **Integration** folder within the **Global Setting** section. This folder contains all the tools for integrating external systems.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FzieRgLbryifNfdkkdbtv%2F1.png?alt=media\&token=412abdbd-d1d3-4ab7-8059-faeb596c18d8)
{% endstep %}

{% step %}
Click on **API Clients**. You'll see a list of API clients that have already been created. This is where you manage existing clients or create new ones.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fz1kkGS6jnHQEJegRWxeF%2F2.png?alt=media\&token=71c7629f-abb8-464f-90e7-9b7c079354cc)
{% endstep %}

{% step %}
To create a new API client, click **Create API Client**. The workspace ID will automatically populate based on your account details.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FCE9nvXtyksnpD4q1iLMe%2F3.png?alt=media\&token=de712c8b-efe1-42e6-9cba-e9a2396d2997)

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F1y73F9QLoNDhELTK8Rzv%2F4.png?alt=media\&token=4199f82b-2864-4c92-9cb0-c8c3f043e126)
{% endstep %}

{% step %}
Enter a label for the API client. Use a descriptive name, such as your ERP system's name, to make it easily identifiable later.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F3oVfXcEfsL7kDDwlGzfU%2F5.png?alt=media\&token=d045f3fb-1fa5-4646-b98f-b770e23f0068)
{% endstep %}

{% step %}
Select the products you want to integrate with your ERP. For example, choose **E Invoicing** and **GST** if those are the products you need.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FjGfh2uyAGjYB7QxfLTqF%2F6.png?alt=media\&token=e3a6701f-a75f-4223-8aa9-42fa8cc74371)
{% endstep %}

{% step %}
Set the expiration for the API client. Choose an expiration option that fits your integration needs. For instance, select **Never Expires** if you want the token to remain valid indefinitely.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FirBnzxvGHMJDnEFS45Q9%2F7.png?alt=media\&token=3277ad41-7ada-4f2b-ad0e-5679de6ba857)
{% endstep %}

{% step %}
Provide a notification email ID. This ensures your team gets notified whenever a new authentication token is created or if there are updates related to the API client.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FIc2T5aMh2qUKoA5Z5bsj%2F8.png?alt=media\&token=8faea3ef-9928-474b-ab5a-7480e6ac6b2d)
{% endstep %}

{% step %}
Click **Create** to finalize the API client setup.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F9m9jTt39PZqHooupLTbK%2F9.png?alt=media\&token=2d93413a-55cd-467b-bd6d-622420b03768)
{% endstep %}

{% step %}
After creating the API client, you'll see the client secret details. Make sure to note these details securely, as they'll be required for generating the token.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FhqlgX3qKeqKD3EkmtjyA%2F10.png?alt=media\&token=1654f5c3-c8c3-4eff-b184-4d168ac2bbb2)
{% endstep %}

{% step %}
Click **Generate Access Token** to create the authentication token. This token is what your ERP system will use to communicate with Clear Finance Cloud.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FtXnws99Ip5RjZPcNhdtg%2F11.png?alt=media\&token=53990123-aa73-4679-83d4-a85d6533372f)
{% endstep %}

{% step %}
Your authentication or access token is now ready. This token is unique and should be handled securely.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FvlixruOaOk4bDBAYf6aA%2F12.png?alt=media\&token=71fcca0d-ecbd-421d-8551-d0a96f72771a)
{% endstep %}

{% step %}
Click **Copy** to copy the token. Share it with your ERP team so they can update the respective fields in your ERP system and start the product integration.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FUQTOaVmrhf2He6jZTgmO%2F13.png?alt=media\&token=a8816a50-f296-4043-9492-b14aec90474c)
{% endstep %}
{% endstepper %}

That's it! You've successfully created an authentication or access token for product-level integration in Clear Finance Cloud. This token ensures a secure and seamless connection between your ERP system and Clear Finance Cloud products.


# Instant Answers by Clear AI Powered Chatbot

Welcome to this tutorial! By the end, you'll master using our newly launched support chatbot in the Clear app to resolve issues, answer questions, and raise support tickets efficiently.

{% embed url="<https://youtu.be/C5TE84ER4SY?si=HUoUwz4G8jkllHE6>" %}

{% stepper %}
{% step %}
Start by describing your issue to the chatbot. It's designed to guide you through the necessary steps to resolve your problem. If it can't address your concern, it'll raise a support ticket for our team to follow up.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F5xzc2p4YnKM8vdec89Sj%2F0.png?alt=media\&token=46bc3b83-e66c-4561-9ba1-627a32de4430)
{% endstep %}

{% step %}
Use the chatbot to answer a variety of questions. For instance, you might want to know how to invite a new user to your account or troubleshoot iron generation failure. Choose these questions from the screen or type your own.
{% endstep %}

{% step %}
Learn how to invite new users to your account. Click on the question, and the bot will provide the answer.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FkNQiN17WD8q2gq1moLqM%2F1.png?alt=media\&token=51f84f6d-8176-497a-bbe0-d0721a4cae14)
{% endstep %}

{% step %}
Follow the bot's guidance on the steps the new user must take, such as accepting the invitation and making necessary updates. Click on **C mode** to see the entire content.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FBtl7eNYDyBoq1vrwkbJW%2F2.png?alt=media\&token=358bf066-c740-4a32-9683-89a0df86e285)
{% endstep %}

{% step %}
Read through the answer. Next, ask the bot how to resolve a pin-to-pin error.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FQF8KOF5nZ2VMnXi7h774%2F3.png?alt=media\&token=b317ae1d-5359-4a04-a6bb-301eb0a48b09)
{% endstep %}

{% step %}
The bot will provide the exact steps to resolve the problem.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FnBziJUXswXea9R3Cb2BN%2F4.png?alt=media\&token=6b22b562-deb7-48a2-a22c-eeb0abf1d012)

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FgnYkBYq8ozbyfBXBVjCp%2F5.png?alt=media\&token=d6b85dad-f561-4f9d-a04e-a5d6c97796e7)
{% endstep %}

{% step %}
If you need to raise a support ticket, ask the bot to do so. It'll give you the option to raise the ticket. Alternatively, raise the ticket from the suburb flow.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fvc0S8kgv11BZ0fb1XZgo%2F6.png?alt=media\&token=a05d85a2-00aa-475c-ac3a-3ae3cc8bf0f6)
{% endstep %}

{% step %}
Describe your issue, which will auto-populate the description. Feel free to edit it. Provide your contact number for our team to call you back and click on **Rase ticket**.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F7LVVYFRwHmDhp1Qs8AK2%2F7.png?alt=media\&token=4ea921a1-c641-4866-a84f-51f935a11775)
{% endstep %}
{% endstepper %}


# E-Invoicing

This guide is designed to help you navigate and configure your e-invoicing setup seamlessly, stay compliant with India’s GSTN and NIC regulations, and efficiently manage invoice reporting and automation.

Here are the general topics of our documentation. Feel free to **look around** or **use the search bar on the top banner!**

<table data-card-size="large" data-view="cards" data-full-width="false"><thead><tr><th></th><th data-hidden data-card-target data-type="content-ref"></th><th data-hidden data-card-cover data-type="files"></th></tr></thead><tbody><tr><td>Integrate NIC API credentials to automate IRP compliance and enable smooth E-Invoicing workflows.</td><td><a href="/product-help-and-support/for-large-businesses/e-invoicing/link-nic-api-credentials-for-irp-compliance">Link NIC API Credentials for IRP Compliance</a></td><td><a href="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FHf2r2BN73KeaRIxtEMF5%2F1.png?alt=media&amp;token=da123b01-c142-4c94-8eff-f81fa1659179">1.png</a></td></tr><tr><td>Register your GSTIN,generate NIC API credentials,and link them to enable seamless and compliant e-invoicing through automated IRP integration.</td><td><a href="/product-help-and-support/for-large-businesses/e-invoicing/register-gstin-and-link-nic-api-credentials">Register GSTIN and Link NIC API Credentials</a></td><td><a href="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FDRBGbbtVpct9SOVOtuhj%2F5.png?alt=media&amp;token=4c4c8076-44cc-4119-8881-f5d6a65b1b2b">5.png</a></td></tr><tr><td>Set up UPI payments for B2C invoices, automate email notifications, enable invoice expiry alerts, and manage customer contacts for smooth billing operations.</td><td><a href="/product-help-and-support/for-large-businesses/e-invoicing/configure-upi-ids-email-workflows-and-expiry-alerts-local-settings">Configure UPI IDs, Email Workflows, and Expiry Alerts (Local Settings)</a></td><td><a href="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FixKXWpuvVKA8RLPqyxWU%2F9.png?alt=media&amp;token=d3b0d031-1845-498c-a3c8-ebf513942940">9.png</a></td></tr><tr><td>Customize E-Invoice and E-Way Bill layouts, assign user roles, and enforce import cut-off times to maintain secure and efficient compliance workflows.</td><td><a href="/product-help-and-support/for-large-businesses/e-invoicing/customize-e-invoicing-and-e-way-bill-settings-local-settings">Customize E-Invoicing &amp; E-Way Bill Settings (Local Settings)</a></td><td><a href="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FcgYagj01iwkXqKWW37E0%2F12.png?alt=media&amp;token=5f9a1ad9-5e7b-4007-934d-d5b5cfc8c5dd">12.png</a></td></tr><tr><td>Map ERP fields accurately, create invoice templates, and import data seamlessly to<br>ensure error-free GST compliance.</td><td><a href="/product-help-and-support/for-large-businesses/cleartax-e-invoicing-malaysia/settings/custom-ingestion-template">Custom Ingestion Template</a></td><td><a href="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FKxdFg2naBvmLuS5SbPnc%2F2.png?alt=media&amp;token=c5a8e85b-ad57-49e4-a81f-c6beceb8bd6d">2.png</a></td></tr><tr><td>Easily add custom fields, map your Excel templates precisely, and import unique data<br>sets to customize workflows tailored to your business requirements—ensuring<br>smoother GST compliance and reporting.</td><td><a href="/product-help-and-support/for-large-businesses/e-invoicing/custom-field-custom-e-invoicing-field-setup">Custom Field - Custom E-Invoicing Field Setup</a></td><td><a href="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FGgOxjL6Kg7WdWRGAoXTO%2F6.png?alt=media&amp;token=0622be63-2065-4ef2-90ae-90c66647f239">6.png</a></td></tr><tr><td>Generate E-Invoices by importing government templates</td><td><a href="/product-help-and-support/for-large-businesses/e-invoicing/how-to-generate-e-invoice-using-gov.-template">How to Generate E invoice using Gov. Template </a></td><td><a href="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F8LHUxUJVJ6BQnWEg1Gbv%2F10.png?alt=media&amp;token=3fc7a74a-ef21-4bc3-982c-bc515dab51cc">10.png</a></td></tr><tr><td>Guide on how to take actions like print, E-mail, download, Cancel IRN, cancel EWB, delete on<br>any invoice</td><td><a href="/product-help-and-support/for-large-businesses/e-invoicing/print-email-cancel-actions-on-invoices">Print, Email, Cancel Actions on Invoices</a></td><td><a href="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FjcmunWxtuhHjmsvHrvTK%2F13.png?alt=media&amp;token=26fa9ed0-bdfa-4324-85d3-765e4090f724">13.png</a></td></tr><tr><td>Identify and fix data ingestion issues such as invalid HSN/SAC codes, GSTN mis-<br>matches, and tax calculation errors to ensure accurate GST compliance.</td><td><a href="/product-help-and-support/for-large-businesses/e-invoicing/data-ingestion-error-resolving-common-data-ingestion-errors-in-invoicing">Data Ingestion Error - Resolving Common Data Ingestion Errors in Invoicing</a></td><td><a href="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FNcxIRzBzxyVZSWYaHXXZ%2F3.png?alt=media&amp;token=13a916ef-a371-47cd-9edb-936c74a88d83">3.png</a></td></tr><tr><td>Identify and fix data ingestion issues such as invalid HSN/SAC codes, GSTN mis-<br>matches, and tax calculation errors to ensure accurate GST compliance.</td><td><a href="/product-help-and-support/for-large-businesses/e-invoicing/resolving-error-in-terminal-state">Resolving Error in Terminal State</a></td><td><a href="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FK4356oc2PqTG4B8QveS1%2F7.png?alt=media&amp;token=c6aece29-c31f-46da-bcd3-21fc258b33f2">7.png</a></td></tr><tr><td>Correct supply type codes in failed IRNs promptly to comply fully with GST norms and<br>successfully generate valid e-invoices without delays or rejections.</td><td><a href="/product-help-and-support/for-large-businesses/e-invoicing/irn-generation-errors-resolve-common-irn-generation-errors-in-e-invoicing">IRN Generation Errors - Resolve Common IRN Generation Errors in E-invoicing</a></td><td><a href="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FZt1E8sNPC6cIH7XwqMay%2F11.png?alt=media&amp;token=c46f053e-353c-45f2-add1-dc014eb8f4b8">11.png</a></td></tr><tr><td>Use interactive dashboards, detailed analytics, and GSTN-level insights to track IRN<br>status and analyze compliance trends in real time for better decision-making.</td><td><a href="/product-help-and-support/for-large-businesses/cleartax-e-invoicing-malaysia/mis-dashboard">MIS Dashboard</a></td><td><a href="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FC5MTdyPvhAXeUpU018uo%2F14.png?alt=media&amp;token=c570eead-538d-4a5a-b4ec-9621cb47e9fa">14.png</a></td></tr><tr><td>Verify imported data thoroughly, troubleshoot errors quickly, and sync information<br>seamlessly across teams to ensure smooth and accurate e-invoicing and e-way bill<br>workflows.</td><td><a href="/product-help-and-support/clear-finance-cloud/cleare-invoicing/e-invoicing/import-history">Import History</a></td><td><a href="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fl5o7INPiC6M4DHx8YJu1%2F4.png?alt=media&amp;token=18bbb1d4-370c-477e-b593-07214ce411b2">4.png</a></td></tr><tr><td>Download archived reports effortlessly through a simple, step-by-step process for<br>secure record-keeping, audits, and historical data reference when needed.</td><td><a href="/product-help-and-support/for-large-businesses/cleartax-e-invoicing-malaysia/b2b-sales-documents/download-report">Download report</a></td><td><a href="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FmnrOE6bg06H9DCgQutYc%2F8.png?alt=media&amp;token=cb14b37d-af97-4edc-9645-fe5a313f2fce">8.png</a></td></tr></tbody></table>


# Link NIC API Credentials for IRP Compliance

In this guide, you'll learn how to set up invoicing, enable local settings, and add API credentials for your business. By the end of this tutorial, you'll have successfully registered your NIC API credentials and linked them to your GSTN, ensuring seamless integration with the IRP API.

{% embed url="<https://youtu.be/vJPvLsk-Z04?si=i4ShRiiSX3EmYpgA>" %}
Watch how to link your NIC API credentials to enable IRN generation
{% endembed %}

{% stepper %}
{% step %}
Navigate to the **Settings** page from your dashboard. This is where you'll configure the foundational settings for your business operations.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FdkDAUIPMb2aRs6TQSLLq%2F0.png?alt=media\&token=70cb08c2-0fdb-4e8f-92f6-2419f0193ef3)

{% endstep %}

{% step %}
Go to the **API Credential Settings** section. This is where you'll manage and add new API credentials for your GSTN.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FvjddsGES5CfkmRdi95rc%2F1.png?alt=media\&token=73b37a85-283a-4086-a735-01f6bfebe88e)

{% endstep %}

{% step %}
Click on the **Add API** button. This action will initiate the process of adding new API credentials

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FPEvvvJKTJGEC4llLn7Xo%2F2.png?alt=media\&token=3d9d445e-736c-471a-9ab8-d9e53a650c4f)

{% endstep %}

{% step %}
Select the business for which you're adding the GSTN or API credential. Ensure you're choosing the correct business entity to avoid any discrepancies.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FV8rTLfwZW6ONKNMmKt5U%2F3.png?alt=media\&token=88260977-981a-46a9-9fc3-551073c5847a)

{% endstep %}

{% step %}
Click on **Continue** to move forward in the setup process.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F9qjUT5QTTnKH1FztShi7%2F4.png?alt=media\&token=7cac2fdc-3ba6-4b51-bf16-e59d2eb9965a)

{% endstep %}

{% step %}
Enter your login details when prompted. This step ensures secure access to your account.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FeDwEQNG83IoY601p2Ec9%2F5.png?alt=media\&token=dae654b5-cb5d-43c4-84b9-69a168c61dd1)

{% endstep %}

{% step %}
Provide all the required details accurately. Double-check the information to avoid errors during the setup.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fpjj0YXRVRdae86c6ypsZ%2F6.png?alt=media\&token=731a8814-d3df-4744-9d3b-1204393e6c37)

{% endstep %}

{% step %}
The system will ask for your NIC username. This is a mandatory field, so ensure you have it ready.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FdEIYEDqzhlXPqbm90qza%2F7.png?alt=media\&token=1735ab7f-ba4f-4ff2-80e4-70444f451522)

{% endstep %}

{% step %}
Generate your API credentials from the government website. Once you've created them, click on the link labeled **click here** to proceed.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FRz9IGEm3pp0JOTQ4s6vG%2F8.png?alt=media\&token=d135697d-24b4-418d-882d-3c8860133176)

{% endstep %}

{% step %}
Enter your API username and password in the respective fields. These credentials are essential for authentication.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FBN2yhTUUcpZ91lNyP5Z8%2F9.png?alt=media\&token=4dca676b-4a7b-4ce9-aea4-5aafb567d314)

{% endstep %}

{% step %}
After entering your credentials, review the information for accuracy.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FQTcNd81kaeUbM2askw81%2F10.png?alt=media\&token=e83a5756-db03-4337-b449-54ffc732b4c6)

{% endstep %}

{% step %}
Click on **Save** to register your API credentials. This action will store your credentials securely in the system.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FeTjkxFhgwFVwkDS4VMlI%2F11.png?alt=media\&token=2fcc4915-fa60-4d31-83ce-8518fa5e9406)

{% endstep %}

{% step %}
A confirmation message will indicate that your API credentials have been successfully registered.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FeORWbO5UvQWmNuxOGdFk%2F12.png?alt=media\&token=850831df-3769-421f-8fff-19ac3cf5025b)

{% endstep %}

{% step %}
Your GSTN is now linked and verified with the NIC. This step ensures compliance and readiness for invoicing.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FYUIDtlwV9tDAQBw0lAQe%2F13.png?alt=media\&token=e7d0f33c-f0b0-466c-87a1-5bd77ad2e5a7)

{% endstep %}

{% step %}
You're now ready to proceed with the IRP API. This integration allows seamless communication with the government portal.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fzl6Yzk8Vnr2ZstTQifWO%2F14.png?alt=media\&token=0fd256bc-d009-453f-858e-a0970058f3ae)

{% endstep %}

{% step %}
Refresh the page to ensure all your changes have been saved and are reflected correctly.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FMttmNnlDsFUfovvga9VV%2F15.png?alt=media\&token=9b656d85-8c8b-4497-bd08-47c25d0f7380)

{% endstep %}

{% step %}
Verify that your GSTN API credentials have been successfully added. A confirmation message will appear on the screen.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fv7qzTAG2Pb0oiXcV0r5L%2FScreenshot%202025-06-30%20at%2012.35.07%E2%80%AFAM.png?alt=media\&token=3c19725b-ccca-4234-9c41-7909b4964c72)
{% endstep %}
{% endstepper %}

That's it! You've successfully added your NIC API credentials for your GSTN. You're now ready to manage your invoicing and GST compliance effortlessly.


# Register GSTIN and Link NIC API Credentials

In this tutorial, you'll learn how to add a new GSTIN and the respective NIC API credentials. You'll also learn how to create them on the government portal and add them into Cleartax

{% embed url="<https://youtu.be/dnaMEEL7HxQ?si=gvOLzSQA0aQ6CfZh>" %}
Learn how to register your GSTIN and connect it to the NIC portal
{% endembed %}

{% stepper %}
{% step %}
Navigate to the E invoicing product.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXf8y-oz6kqWj2S8D5mFnpSw6VEIPkg-UkvF2XVw8oh0fG4_lPOJks13b-HYpNAF0MmS9xK0euJiF4uP_BnMXTgNNuG90UWV82LN0ttOUUQCt6ARBjBpf6gB-NBsSUnNjVEq8d_i4g?key=buRS5lsXWGuwbSjnmneV1g" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Go to Settings.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfnjbfOfxFNlq96jzY3PlC0mE5x1vXWwIbvEexP_F_xfVCAA-93BESvTAgOFPVX_PlEPJYvUdGR0OTQGAxHxkXs4UyGz-bQLkMOaJhn80Q3ou1WTwZaE8Z3Zd2xizu0Y_x-vWUxvg?key=buRS5lsXWGuwbSjnmneV1g" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Find the Business Setting.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeQVf0v79MTfFVK7vLMzvuoNBYj8Gn_-6FRBQxHDJthD2PUR_vXW3h35I9uslkH2fTBkGjTQ2EglDQsqb9ByucPvQ2L5zFkgube5ShdV-PnIbF1_E_VsGSBLH33qw4aHfDRiYzr3Q?key=buRS5lsXWGuwbSjnmneV1g" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Add a new business.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXe-OB3iigS9-0ItZlscmvgCUV7K_EVL__zPZ-p5oIMisiJnCxTDNupcuXQs4uUbPznuxzTJIeWrwI14CD8RS4mx6AOe8GWGjzn5bK6Gd9sV9UjOOeFUm8sl6_1dXi9JUl8aIoqR?key=buRS5lsXWGuwbSjnmneV1g" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcbJr1S0kRZ8wDmQCIrodDRHwJTdWVb_TZ_nmOeene63FDDU3pAw-cEQC_6EdwW3evrgsCsAPUY87Zzieg_TjxVX1T4yJeuu2izF6fe43fOhguVJJ3lp88yk_tmuioZFp55-SXX1A?key=buRS5lsXWGuwbSjnmneV1g" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Save the new business.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXd9RvVRlQJvhSyIFxScIwqTaHT2oppZlA6pxkW3-84RZWQ87Yx-8f4sN4f0B3fE1UwFe8t_eFDryMuU6Jg2Lzr5-3tRXMZXU44tN2VGREScsbl5cdaCK8EkMMKbq_JMUP_T3-AkVQ?key=buRS5lsXWGuwbSjnmneV1g" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcUuQUr4TMYHb0dBNT6J6UXb5sxsDvU7QfeyBrG4UPygEA3tOj9f_wCrJXWUf9sK-Ovp7CWDGXr6GtBn7mAfJAXu3CzhNWWlzXt95AYN90w_LOnvoXmR1fahev0aYHbZaE7ivyr?key=buRS5lsXWGuwbSjnmneV1g" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Verify that the GST reflects under your PAN or respective business.
{% endstep %}

{% step %}
Navigate to API Credentials.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeH-rLUHL_0FVGuuvQ67cFVpub0b_tuHXfyosmr15Kbu2ho77YdUXTO3sCBdcs4GfrxcJr3qtLRzy1qqvBRvimfetOG3g-xec2pwPcItMLUXlXT6_iDa-NUh0gMK5G30oXEgCvB?key=buRS5lsXWGuwbSjnmneV1g" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Log into the government portal.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXe_SLDWHpsQAnMUIwy3N7F0KoukQKAYbhcnawlAEfmhOigZ-kSDTcOkvNpghb_8Y6KcdIoSyOFsXSkoBS86GDyBVs0G1Nh7i15vsVL_dbA7oaN_LA27cSkdHtyJvb6PtxH-EdFDHg?key=buRS5lsXWGuwbSjnmneV1g" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Visit the portal and go to Invoicing Enablement if it's a new GSTN registration.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcxcILxKWHUIJsaYFe7qQOqZerjXxOOOCxmSmyKaydV2mySnnNEc3OM6WGn2LWxYl4aNxeT00AfmxCixQ_FbjBWo35gJRqhXNNTTYlPH8sS_L8eNBlKHZ2WgXjYhOmlrVK1h0hFiw?key=buRS5lsXWGuwbSjnmneV1g" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Proceed to Portal Login.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfJeos3TtCxeSpfI65CM5npqr2zvnd8sMRTlkmwWZWX5zf34RdxNRdHVR_-AHriEaG3HoxHj4EwXQ3EAJtTNna1zZAMSXlFjj7cvO3jdUIfGNJCqDp6T-VNOm6hJxWbF3KT3rhqbw?key=buRS5lsXWGuwbSjnmneV1g" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Create a username and password.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXftMcecqPGAeoiu2Npuuf-TFk6PlE60LEdybh9qodI1CFJoRX_en-hP4f9XNqdNwTRscqcGuqu7jcPV8NDp2fGEWkQCwJVJZRLnOPbFieqYeZoYoIFQo-uaHdF6bV3kUvzwoIfjDw?key=buRS5lsXWGuwbSjnmneV1g" alt=""><figcaption></figcaption></figure>

{% endstep %}

{% step %}
Use the generated username and password to log in.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXerS3ARIhSomYL3uWEkK-bcmkjElSygWr-RbDGukv4eIO9r0DyiQpxVNRLnNXsud0d2PugkVvp9qYd1h_Ec5LMdrlaVttqE_r0cnseGb8RHx9cljPccaq-aMnmhRAe7CVov8H40?key=buRS5lsXWGuwbSjnmneV1g" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXetuDeV2PDaMjSAWQdTTMGTz6VXwK3eaue8UOScYnRcQJD7hXL4Sa4smaL3H3MBy2kgQC9YbTER1FiHYC3Kj2vPi0dse8R1iYuyVUkQPSlrIah6OBfyDjGHV4qnJDp7gProt3jvGw?key=buRS5lsXWGuwbSjnmneV1g" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Complete the registration for two-factor authentication or undertaking statement.
{% endstep %}

{% step %}
Navigate to API Registration on the E Invoice 1 portal dashboard.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcJh7ecDgw4GUlMDrGt97A2A0KDn87liQ15evG07dNc9yx2pfrzLq80moxdvvrqbVNKLtByr50BGKckISGAeOR1CjjOMf25tmOJNDWHpEV-UMdRae1ioB54CctKIVcoEvp0sAT6Qw?key=buRS5lsXWGuwbSjnmneV1g" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Find and click on Create API User.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfPEHh1C-Hr7eGXIzP7j07bqgsmUKj21trGVDjVymxTB42i_WRK6fAZkz582szVyeiqwaJ_D8X_pVvVULdKe-fKSRKnAHdbT11dnvUmEpVjqHfZDN80gUjJS-k8fIF7sOfVkmyr1A?key=buRS5lsXWGuwbSjnmneV1g" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfmjAT6jASrbFL0wbNfTeVExyWlSyDUuwOnyVAlRpPslIevVy0E5JecRPSfEL5D8nwfKsuJjEJXXKxGUrPpYutcD5DeP8ZiayB4CVzKFW7evP3kCHuwKdTNghNyoA6IjfXijFRvOQ?key=buRS5lsXWGuwbSjnmneV1g" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Register through GSP Government Suvita provider.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcZHmF9DgU5C__yJ7WHC2tRtoM6IdsNop6KGbhtr_f5KLcjI2sadKbH2ddaSqyt3lE3HI5S83_tK8BgzfTyCXMdoUTSHxC8cnCkWf9FuYUYMNOZ0QvjmF7w_LPaNLzPMpKjlpuNPw?key=buRS5lsXWGuwbSjnmneV1g" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Choose your GSPF clear tax.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcFyQ2WJ8e-eHYueW0e8KhWn8k32ijyJRKl6S_XXXKWFV-h0ji_gNcqpDrablnbzJtAJZ0TzRRu146la1oZPe9X30a3JTo1JjQgfuCCV6eZxdFc4f7W-KTb5gKtOuIC4JWNtfeHLA?key=buRS5lsXWGuwbSjnmneV1g" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Declare your username with the prefix of AP underscore and the respective chosen password.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXc-zW-ubERRbXxhjQ2am2X8HrMrqrt39C5xyA368ZeteFBjPNj0pVwioPuV_F_VX8rdb8-h0VaxBIdauwy5STYMBU3KLpj0z-APkS0qEr2-y_fUhjVDSUINy0UCdBPAT-h5L_mZ?key=buRS5lsXWGuwbSjnmneV1g" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Go back to Clear Text and click on Add API Credentials.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXf4nRAo25LjS959GHJ_mnuop1EnVlFOBMr4j1NWb6EXrZr3VGWNWndK30EmpmsKpoO9D40_f_Xqwg7EA87IYVw9mx1bk6ksOb2Sltxllh5B5GRnsLQ3b4MVtVQqrhVGLxklIOa62g?key=buRS5lsXWGuwbSjnmneV1g" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeVLW-YgccBVQcBK130e86SR-epZh4-KMVI0f1jigmlBSSCYI0MQfHuPy7EpEPTEvNXHufWP4srwhYQHp_d8smRFBRJquOf0ETnRv1Wi0KugtRW2jYAcsvzx7i1JRLGEdJQUrJYQw?key=buRS5lsXWGuwbSjnmneV1g" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Choose the respective GSTN and click on Continue.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdOMmOi3REDUMzSHGIs7rZM_OBcKAmIFbOMmFasTb7CP-xH-IdfTHvmxCXALC9CNkWEx7QY77RxC4wK5BtSU7q97shlejyQJUPGxgPWFWaD_nOm5WaJq4k8IVDBXKJV7SaSTX7X?key=buRS5lsXWGuwbSjnmneV1g" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcBnpRQKy2oQBS19diL1um5m5D5WGB9ed6dwE9d7dSyRgrG8d0936asqq4ajmqubCuT8D-LaL3AAmBBp4aGnRhwsJ-Xv7vG1y_QH6u_IQhwyJEJ2uYk1JwvwAoxueAciKtQwzGm?key=buRS5lsXWGuwbSjnmneV1g" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Log in to the NIC username page.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdJcDXjrIQ8qDHBs-OiDb0BiGOLJxqBfGhw-HOs1fFc_lhtcMw6jXUAPlc2pTOGVF1nimB5Occtr017JX4l1nOXh5ku5EZXyJR615D5vULtdWjQz43ebuuUMx8S5ip8YcCDH20OhA?key=buRS5lsXWGuwbSjnmneV1g" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Provide the NIC API username and password.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdhV2HWgmdPQCKaKkH8t1rlhal5wFPnPkZ4VIqoJ7knEBGcyynowK-kQmn1VRfhYRxZTuNU0JKKpw_1OtuPM5vZ3FuCKGI5_rpOE887YI8iOWoVbx1eHd0Q5jUB_9LXvgRQhvco?key=buRS5lsXWGuwbSjnmneV1g" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfKhTYZA4LXRjPtMmSVLvRBNRlKBfdi32597YGBytQYc1w0CbSQ7hH09N2vQjMEGES11jymmEoNGq6KOPQSXA86LSIUA8RGFC8bdyJFFvL1uXjYlpNzEoIxlp9Q4Ueo4i9hN8gFFQ?key=buRS5lsXWGuwbSjnmneV1g" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfet_Uz1oVisRtnTEgcqcccLUAaEr_Z0Ii4oJRjeLFLf7m_SAmUL9_uJXMoI5jOSFi05v2u2ivUMTrKYRinTx7sRUtlxpX9USOvuCR_uO5h3Np9MMBrjyciq7haIQ7J9LnvD-Ab?key=buRS5lsXWGuwbSjnmneV1g" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfEJSgeVimCZJNxKpcWmmsUv0dhvOVLJPG49qYB7YxWE2foP9ogdyK0J8EP-YTHEqkAbTe-G3HBNzKVfYyLL1CvQqwH1wlVpA4Ly5ct3qsVsmtviiCgadeFrmcbv7Os1uGBzjHEvw?key=buRS5lsXWGuwbSjnmneV1g" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXejy29zeTxaX1uolGPjYrLUixWlrKkv3iVwTJsB68wqK5JU5O9a3so1HjErflrFtJSmqmOO5MT81LLqs2W8ExEmkW7HkY1UNm8EQFhofqz-gGXUVIKnO4m_SYH-54mWMlFJHOg92Q?key=buRS5lsXWGuwbSjnmneV1g" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcRikO9NbDq693GiVbAhp-_P9fAUkdhA4Gp9jyHRLHwCSeIxjYzWkP3OD4IpDCAIiQUMN02de_sPjFGybtt4dd8MlbR4lOPczRrfgKgdYsgA2fhOA5KKI_3DTStb7Tos80P0OXgNg?key=buRS5lsXWGuwbSjnmneV1g" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdqFWvB8BUp4K21KHYL40pDy5Xowr6c1TvkcYWxVPIQ9OJpOsD3i4WoZKYFtH0cwWMWKcQqS_8lAdWuxyEOaXCV3FcmimC4G6YRSwtaQujz_bzJi8jnS1_32UdpJfS4pGtDEV8qtA?key=buRS5lsXWGuwbSjnmneV1g" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Save the username and password.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXezFDpkkWyWznLVw2JvgNvJ9qzmfsh7HoiPvTjMHDFXk4dSdgnKHmSyb1kSsJGlPwYelMuhwddiJIVKwfABAA5rT40I2N3K0qKYU8VHJJ8lNrufy2_vZYx0zTSzaH2-W1UdZWKl?key=buRS5lsXWGuwbSjnmneV1g" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}

That's it! You've now added a new GST into the Clear Tags business and added its respective NIC API credentials.

<br>


# Configure UPI IDs, Email Workflows, and Expiry Alerts (Local Settings)

The contact list includes details like the contact person's name, email ID, phone number, and GSTN number. Keeping this updated is crucial for accurate invoicing.In this tutorial, we'll guide you through the local settings for E-invoicing Enable Part 1 in the E-way bill dashboard. By the end of this guide, you'll know how to manage UPI accounts, email settings, alerts and notifications, and the customer master sheet effectively. These settings are essential for ensuring smooth invoicing operations and maintaining accurate records.

{% embed url="<https://youtu.be/IOpy9EPBAyA?si=-mANW5kgx6fUjQ7r>" %}
See how to set up UPI IDs, email workflows, and expiry alerts
{% endembed %}

{% stepper %}
{% step %}
Navigate to the **Settings** section in the E-way bill dashboard. This is where you'll find all the configuration options for your invoicing setup.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fqp5QcdxLjUeLPCPKHJnZ%2F0.png?alt=media\&token=79c5b664-9308-43bd-984b-479ff5101b3a)
{% endstep %}

{% step %}
Locate the **Local Settings** for invoicing. This section contains the specific settings you'll need to configure for E-invoicing.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FsKaFF05A07VsLHnr11xW%2F1.png?alt=media\&token=1b332900-64d4-4448-ac27-2984fd98bcba)

#### **Managing UPI Accounts** <a href="#akdh20r5mwre" id="akdh20r5mwre"></a>

{% endstep %}

{% step %}
Start by managing UPI accounts. These are crucial for generating and maintaining B2C invoices. The payee UPI ID is a mandatory field for B2C invoices, so ensure it's correctly set up.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FYAr44Q664KRTECf0xsFn%2F2.png?alt=media\&token=210458f0-ed3b-4180-844e-9df3aed67ef9)
{% endstep %}

{% step %}
To add a new UPI account, click on the **Add New UPI** button. This will open a form where you can input the required details.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FxGWgdOXu6nUiTkuIUXmq%2F3.png?alt=media\&token=584ea9f6-b5a1-47d6-a11e-ef7fb51b490e)
{% endstep %}

{% step %}
Enter your UPI ID in the designated field. Make sure the ID is accurate to avoid payment issues.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F74j5jpUSSApZgM0CCzZN%2F4.png?alt=media\&token=6fb234d0-d01f-46d6-91ff-ee2c7a06a515)
{% endstep %}

{% step %}
Select the GSTN or organization for which you need the UPI ID. This step links the UPI ID to the appropriate entity.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FMLczgE99EF5a6GCbT4qy%2F5.png?alt=media\&token=8324aafe-c78c-4d6e-aa5f-460faf6f8a47)
{% endstep %}

{% step %}
Save your UPI ID by clicking the **Proceed** button. This ensures the ID is stored in the system for future use.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FOMoeR0gPv4ak3AmekjUr%2F6.png?alt=media\&token=5da43cc9-9c46-4f3e-bab3-c44c0f6d3bea)

#### **Configuring Email Settings** <a href="#a1y7uyruhs7x" id="a1y7uyruhs7x"></a>

{% endstep %}

{% step %}
Next, move to email settings. In the Clear Tax system, there's an **Invoice Email Sender** feature that allows you to send invoices directly to customers.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FoFcfGp5wJkKXZRk7kmdo%2F7.png?alt=media\&token=f1f51efc-f4e4-4b4e-a978-57edfd219951)
{% endstep %}

{% step %}
Go to the **Invoice** section to access email-related settings.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F7EkATCUp3HnIx43ZoEhe%2F8.png?alt=media\&token=8e299548-a30e-41d5-9b6a-a34c4d22cd7c)
{% endstep %}

{% step %}
Invoices can be sent to respective email IDs. Ensure the email IDs are accurate to avoid delivery issues.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FpJgVw98a8ZTS3u5HUTtY%2F9.png?alt=media\&token=ca4a33c3-3227-423d-8a5d-eac72201f9d7)
{% endstep %}

{% step %}
Click on the email to view the email ID currently in use for sending invoices. This helps you verify or update the sender's email.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FxdN0jAPTQPGaPo5OYIUI%2F10.png?alt=media\&token=a62d16cf-8523-4878-bf5f-d58d27ef2cde)
{% endstep %}

{% step %}
To automate the process, maintain your vendor contact master. This ensures all email communications are streamlined.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FqIWaz9VvNN3V8c5Gyrn1%2F11.png?alt=media\&token=045c311c-54af-4752-b48b-119215c775ab)
{% endstep %}

{% step %}
Here's how to do it: Go back to **Settings** and select **Email Settings**. This section allows you to configure email templates and sender details.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FkB1wxgqukhBOHTemmGsm%2F12.png?alt=media\&token=32ba2398-ad3e-4374-a993-7939effc13ab)
{% endstep %}

{% step %}
When an email is sent from Clear Tax, the recipient will receive the invoice details along with a reply-to option. This ensures seamless communication.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FIYhP3qrIIGui7IQVSJBC%2F13.png?alt=media\&token=156ea3bf-6c8b-4f2f-85ef-e3cf1bfcd647)
{% endstep %}

{% step %}
If the recipient clicks on reply, the email will go to the respective email ID's **Reply-To** section.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FYUT0aunldSD7apj0KIEz%2F14.png?alt=media\&token=7990658c-023c-4d6e-97d6-c9710529cbba)
{% endstep %}

{% step %}
The recipient can respond to this email ID, ensuring all replies are directed to the correct address.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FJPNY2tVGuyxNVM8LqwvN%2F15.png?alt=media\&token=beba7957-25af-4213-8ec4-3c8da5aa0d9d)
{% endstep %}

{% step %}
The reply-to name will be the name you saved in the system. This adds a personalized touch to your communications.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fd3ysnqjmrCfreeN9IxV7%2F16.png?alt=media\&token=2cdd4e7e-4219-46ea-a4a4-f692b004bf80)
{% endstep %}

{% step %}
You can view your email templates from this section. Templates help maintain consistency in your email communications.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FjE0fDg5Wny6irlxnDEOA%2F17.png?alt=media\&token=ccbcb33e-020d-4b3a-97a7-0e550b399dde)
{% endstep %}

{% step %}
To modify the templates, go to your respective **Invoice Settings**. This allows you to customize the content as per your requirements.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FXIxUmdoqxpTH6Rh4zJVW%2F18.png?alt=media\&token=a46187a2-6a52-4fef-a356-2af20155ec22)

**Setting Up Alerts and Notifications**
{% endstep %}

{% step %}
Now, let's look at alerts and notifications. This feature is particularly useful for keeping track of e-way bill expiry alerts.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FYvpa5Su77P3rWcvQ6xtA%2F19.png?alt=media\&token=c013a21b-7790-414e-b9aa-76c57eb5d4a3)
{% endstep %}

{% step %}
Enable this setting to receive notifications about any expiring e-way bills. This ensures you never miss an important deadline.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FvzGqOX4WsudYpaS8vEQF%2F20.png?alt=media\&token=714d54c1-12c3-4e90-815c-a7f0fc14310e)

#### **Managing the Customer Master** <a href="#id-6yd8pe3ore14" id="id-6yd8pe3ore14"></a>

{% endstep %}

{% step %}
Finally, let's discuss the customer master. This is where you can maintain your contact list, which includes all the details of your customers.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcoTWdpedVWHe26AL7k-n2Zg9sZeKmqKQwa47oYV4KpxF3wrCqEFcoGvDF3eRstFSNS8dSD34kOyAHJM4J-6lMPFebY6PzSJgpzDIsROqHvqEgg7Na4kB8sXuqYcQoQCEb5C4GBuw?key=vrzwiZW-Z68Wy-o6EtNQ_g" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
The contact list includes details like the contact person's name, email ID, phone number, and GSTN number. Keeping this updated is crucial for accurate invoicing.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcoTWdpedVWHe26AL7k-n2Zg9sZeKmqKQwa47oYV4KpxF3wrCqEFcoGvDF3eRstFSNS8dSD34kOyAHJM4J-6lMPFebY6PzSJgpzDIsROqHvqEgg7Na4kB8sXuqYcQoQCEb5C4GBuw?key=vrzwiZW-Z68Wy-o6EtNQ_g" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
To create a new contact, click on **Import** to upload an Excel sheet or enter the details manually. This flexibility allows you to choose the method that works best for you.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcoMm02N4viwqHv7l4_BObgFIaiS460CXV6_xtQ1ie3O2-h0WljFgAySkvsxaK4LbHl_MLWrpzgiSJdIXAGno8a1QMHSRTltnSNSh2LAmpIe565UZsXYEzQzriV8nS5OqKtwVu06g?key=vrzwiZW-Z68Wy-o6EtNQ_g" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Enter the contact person's name, email ID, phone number, and GSTN. Double-check these details for accuracy.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcJqDRtlT0ZMVf4S5ykCuQ6vXw8CijgS_59rY26qo-YrljB1pZqKKkSwtPazkDu2GxSErf6PnyzgD1NPkWnUE_9PgG91J1YJcWJStLHaS4Lp5S_lpoYtUpmwOUZrFAz7nP1P77_pA?key=vrzwiZW-Z68Wy-o6EtNQ_g" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdag5JtYqPuwYBI_JOMaWZxWj4EJ7zF9TaFFAMIUDYSqaH27UGosoHSzD0O4gD-OHAll4i9n0oIbCD8Ec3WgKzSYkVC0M4oxwdSyHLKgLjwYXPI2F1tADJXQwVgtKUUdSkX-Dxtmw?key=vrzwiZW-Z68Wy-o6EtNQ_g" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Enter all the required details as follow:-

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdKGNEAiGlcWKzYm2-475im1Vn2qT0BXu3RVZY7FPlbyohTW54gA2PCBaiyuT5I6NFl7kOXIVSB8vaDVlAAPAbxjKxMzUGA9uuL9ucr-RP0SdDe3DdbQe1sdDgcUx9-2_f-oAcoNw?key=vrzwiZW-Z68Wy-o6EtNQ_g" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Enter the GSTN of your customer or recipient. This field is important as it determines where the emails will be sent.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXd19Aqznh5jTskd1r-rduIBBRx6Nt5DMH1qy8GmwGVpfRpX-HVQNw6xkErZmrrVb5Pc2QvMLkvJJDijIYu-fsqXN5xjouGfQ0KqBe-F5td2LSVU1zax4ZqbsJDvezWRegrNhwFU3Q?key=vrzwiZW-Z68Wy-o6EtNQ_g" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Choose whether to keep the email communication in **CC** or **BCC**. This gives you control over how the emails are shared.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdLe6R7G3qTdHN0VuqQ7pQqtMOs0X10MpOFDTlEk2tUhNtQnAMShNEQskKXvIiqVdFyNpjVV9LWQAIZxbVOd9k-J3HU-AZUUOI_Yl_KLwwaZvtFjXbMTHslJlebNWSUTolSKhqucg?key=vrzwiZW-Z68Wy-o6EtNQ_g" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Enter the business name and contact type. This helps categorize your contacts for better organization.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXd19ccXjhxm3pw5qKLx0Ydx6XbNmJ-j3Ppqoxypel9FuBju2ys-t9-npMFiZf6O32X8hg8EfLmjSnMzoCdU3WQKT3tdffzc5TaDKTvZ22EEi_jc_VzSU23Vg2oth-f504txrFNlPQ?key=vrzwiZW-Z68Wy-o6EtNQ_g" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Save the contact by clicking the **Create** button. The contact will now be added to your records.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXf-wbHN9xqxDiTmIEacwbA59vTXinYhjexUbNOtQohakayA1puyI0_M2DJFqBRfuEe8WOgYHZofzQMA9RdMd4yBosTB0Fq8Wzgx_lHYCxhG8EkXMoIeACX1EL-hj-_aN_wxnk5S?key=vrzwiZW-Z68Wy-o6EtNQ_g" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
The contact will now appear in the records of ClearTax. When you trigger an email for invoices pertaining to the recipient's GSTN, the email will be sent to the respective email ID.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdqbdi5ndHJ7g0WEK3e2j-lY_em8aLV6sOZmZg8Tig_VY8o2Vr6BSoZxe6IclQG5om9X6EK2kC9K3gDo16JCmc6-iZRkl_xx6WOBzsjZvLUnu8L8t4XO7olbT_MGoNjrzgExUC7?key=vrzwiZW-Z68Wy-o6EtNQ_g" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}

***

This concludes the tutorial on managing local settings for E-invoicing Enable Part 1 in the E-way bill dashboard. By following these steps, you'll ensure your invoicing process is efficient, accurate, and compliant.

<br>


# Customize E-Invoicing & E-Way Bill Settings (Local Settings)

In this article, you'll learn how to navigate and use the e-invoicing and e-web settings in ClearTax. By the end of this guide, you'll be able to customize print formats, assign user roles, and configure import settings to streamline your invoicing process.

{% embed url="<https://youtu.be/Lj_i7kFUnSU?si=YWO1sFE8dVLBGejM>" %}
Customize your e-invoicing and E-Way Bill configurations step by step
{% endembed %}

{% stepper %}
{% step %}
Navigate to the **print format** settings. This section determines how the downloaded PDFs of invoices will appear. It's essential to set this up correctly to ensure your invoices are clear and professional.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FIUjXOi2MOmqoYyisbSO3%2F0.png?alt=media\&token=d3fcae3e-bf5a-4543-aad8-86c2d12417fc)
{% endstep %}

{% step %}
The default print format includes key details such as the invoice number, invoice date, recipient, and seller GSTN. These fields are pre-configured to meet standard invoicing requirements.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FmBp7dkCJsogDGWa7idcf%2F1.png?alt=media\&token=5a6da673-b5de-4283-9b3e-d74a88583491)

{% endstep %}

{% step %}
Customize the print format to suit your specific needs. For example, you can rearrange the order of details: set the invoice number as the first detail, seller details as the second, invoice date as the third, and buyer JSON as the fourth. This flexibility ensures your invoices align with your business preferences.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FjuwBYkWdx53dUtQyvnig%2F2.png?alt=media\&token=e1ea3c87-f5a2-45ed-b0b8-381dfe062a57)
{% endstep %}

{% step %}
Once you've customized the format, save your changes. The system will now generate and download PDFs in the updated format, reflecting your preferences.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FF4jVtTx6Pr1HPCqNRiYu%2F3.png?alt=media\&token=aae6632c-bad6-4360-a266-ec67eaf6bbc3)
{% endstep %}

{% step %}
Move to the **roles** settings. This feature allows you to assign specific roles to users in the user access settings. Roles include **admin**, **view only**, **non-cancel evil only access**, and **invoicing only access**. Assigning roles ensures that users have the appropriate level of access based on their responsibilities.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F4iM1xSfM6zJNMNZzxQAD%2F4.png?alt=media\&token=78bb9c7f-c37a-4159-8578-596ca4e510a9)

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FxRtvzZ4reMNdqMjkbJ37%2F5.png?alt=media\&token=5123a659-6680-4ec4-826c-11324dcb29c6)
{% endstep %}

{% step %}
Navigate to the **import settings**. This feature is particularly useful when you want to restrict the ingestion of new invoices beyond a specific date. It's a helpful tool for maintaining control over your invoicing data.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FjQGA817rPCly8iCgf6sW%2F6.png?alt=media\&token=2acdffd4-9f23-453d-8782-37d57c59a0e3)
{% endstep %}

{% step %}
Set a specific invoice date in the import settings. The system will block users from ingesting invoices dated beyond this point, ensuring compliance with your data management policies.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FN7pYrPjovKSrvTJ4EqoV%2F7.png?alt=media\&token=6577fcd2-d369-44ab-8fc5-3906a3ca99a1)
{% endstep %}

{% step %}
Select the GSTN and apply the validation rules accordingly. This ensures that the system enforces the correct restrictions based on the GSTN you've chosen.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FGWJAPp0qpg78S4bToZf0%2F8.png?alt=media\&token=89af6b16-bb3b-4380-bb6f-b0e062364b60)
{% endstep %}
{% endstepper %}

By following these steps, you'll be able to effectively use the e-invoicing and e-web settings in Clear Tax. This will help you maintain organized, accurate, and compliant invoicing processes.


# Custom Mapping - Create Custom Invoice Templates

In this tutorial, you'll learn how to perform a custom mapping in einvoicing. By the end of this guide, you'll be able to create and use a custom template for mapping data efficiently.

{% embed url="<https://youtu.be/TzdVNlq840o?si=V4AodCBf5nhOLlzK>" %}
Watch how to create and map custom invoice templates
{% endembed %}

{% stepper %}
{% step %}
Navigate to the **Clear Tax** homepage.
{% endstep %}

{% step %}
Select the **Invoicing** product from the available options.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F65THydjfvDIVpt0FdT0Z%2F0.png?alt=media\&token=edec6467-bfe5-49b2-a15e-593bc80f6e9c)
{% endstep %}

{% step %}
Go to the **Settings** section to access configuration options.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FNe5wK9qqwhIX5IjyYUIz%2F1.png?alt=media\&token=6e7d29c5-f0ce-4093-abfa-cd3c328ec33d)
{% endstep %}

{% step %}
Under **Settings**, locate and click on **Custom Template Settings**. This is where you'll manage and create templates.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FvWTaGvwomPEzqyJ3d5iO%2F2.png?alt=media\&token=0398c4a3-6320-4eec-a89a-39d9ca6a6ba6)
{% endstep %}

{% step %}
Choose the **E-voice Template** from the list of available templates. This template will serve as the base for your custom mapping.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FsMycA54BvSxaM3cuQQhB%2F3.png?alt=media\&token=ccbedb4c-6c2c-4bb6-b907-2749b99ef16a)
{% endstep %}

{% step %}
Select the business affiliated with the template.
{% endstep %}

{% step %}
Review the pre-mapped templates. To create a new mapping, click on **Create Template**.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FxqcVLEh8dC683ckXQSBa%2F4.png?alt=media\&token=15956ded-65fb-46f1-bb3e-fda1e4c42165)
{% endstep %}

{% step %}
Before starting the mapping process, download and review the customer-side data in the template Excel sheet. This ensures you understand the data structure and fields.
{% endstep %}

{% step %}
Return to **Clear Tax** and click on **Create a Template** to initiate the process
{% endstep %}

{% step %}
&#x20;Upload the file for your template by selecting it from your system.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FqKc72pDTALSg4Zh6Gg3v%2F5.png?alt=media\&token=9dd22290-1ea8-492e-adbc-66edc850221a)
{% endstep %}

{% step %}
Choose the **GSTR** option to specify the type of data you're working with.
{% endstep %}

{% step %}
Check the uploaded file for any errors or duplicate entries. This step ensures data accuracy before mapping.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F0pBvSUgCSE1JPXzjfwBJ%2F6.png?alt=media\&token=174b30a8-c6c5-4bca-925f-d720c86a27aa)
{% endstep %}

{% step %}
Navigate to the **Custom Mapping** page. This is where you'll map the fields from your template.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FXMnOoJuLWxmvfVmDmuSi%2F7.png?alt=media\&token=e88f203b-fea3-41d0-92a9-1a024e525c7e)
{% endstep %}

{% step %}
Review the fields under the classifications: **All**, **Required**, **Pending**, and **Mapped**. Start by updating the fields under **Required** and **Pending**.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F6ge5IELuewMjbB9J2i7E%2F8.png?alt=media\&token=7a89ac6e-9665-4f1f-8573-bb8a83d9fec1)
{% endstep %}

{% step %}
Map the **Document Date** field to the corresponding column in your template.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FdknzOW6etWa0KNKifk4A%2F9.png?alt=media\&token=9c44b167-a27c-4c58-8a16-f64ce766bd1d)
{% endstep %}

{% step %}
Map the **Document Number** field.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FwggcGP6dphkSwR7l997C%2F10.png?alt=media\&token=c1f59605-714e-4367-9b45-5fd123dd7da3)
{% endstep %}

{% step %}
Continue mapping the following fields: **Document Type Code**, **Supply Type Code**, **Recipient Legal Name**, **Recipient Trade Name**, **Recipient GSTN**, **Place of Supply**, **Recipient Address**, **Recipient Place**, **Recipient State Code**, **Serial Number**, **Item Description**, and **HSN/SAC Code**.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FcIp35yQhSONuP9KfDwJU%2F11.png?alt=media\&token=380d6816-f62a-4ee6-ae18-c00499698b7a)
{% endstep %}

{% step %}
After mapping all the necessary fields, check for any unmapped data. Ensure all mandatory fields are addressed.
{% endstep %}

{% step %}
Once all required and mandatory data is mapped, save the template with a unique name for easy identification.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fb9K0DqDbRd5lk5uejTCM%2F12.png?alt=media\&token=bfc22f52-b702-49d1-946f-2492d1276eab)

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FKdAcKUVeqODTGD4yJE2N%2F13.png?alt=media\&token=329b969a-85b5-4600-8511-19ed5ea09524)

{% endstep %}

{% step %}
After saving the custom mapping, go to the **Invoice** section and select the **Import** option.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FIAkG9MuUrNgVTuPlR8dX%2F14.png?alt=media\&token=ebe443fa-778d-4104-be5c-c242e44fba2b)
{% endstep %}

{% step %}
Select the Excel sheet you want to import.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FcRzLgmqJ62Uy1buDv0v9%2F15.png?alt=media\&token=b9706de1-025f-475e-ae70-e9c7f78fddc2)
{% endstep %}

{% step %}
Choose the respective **GSTN** of the seller to ensure the data is linked correctly.
{% endstep %}

{% step %}
In the **Template** option, select the newly created custom mapping template.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F1hjqaE4BV6N5vn3wd4eS%2F16.png?alt=media\&token=6a7e1f31-be1c-46f7-b6de-ac5918cbde67)
{% endstep %}

{% step %}
Import the file. If the mapping was done correctly, the data will import successfully without any errors.
{% endstep %}

{% step %}
Verify that the invoices from your Excel sheet have been successfully imported into the system.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FPThK6lOps3zGMTwUCfep%2F17.png?alt=media\&token=d12cc9a3-4b4e-41af-be75-25fd7e7ab951)
{% endstep %}
{% endstepper %}

And that's it! You've successfully performed a custom mapping in invoicing and utility using Clear Financing Cloud. This process ensures accurate data handling and streamlines your invoicing workflow.


# Custom Field - Custom E-Invoicing Field Setup

**Setting Up Custom Fields in the Invoicing Utility**

This tutorial will guide you through the process of setting up custom fields in the invoicing utility. By the end of this guide, you'll be able to add and configure custom fields to tailor your invoicing process to your specific needs.

{% embed url="<https://youtu.be/nvSQDKKjd_k?si=1SfdpjxWtgZXqBaF>" %}
Learn how to add and configure custom fields for your e-invoices
{% endembed %}

{% stepper %}
{% step %}
Go to the **invoicing product** and then proceed to **settings**.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FrfDn81aryXJ23KQPPnKe%2F0.png?alt=media\&token=4061be45-caf9-457e-a59f-fedeb47f3db8)

{% endstep %}

{% step %}
Click on **"Custom Fields"** setting option.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FA1qACXHYKLUdrzaOATLp%2F1.png?alt=media\&token=9872ffc9-3caf-4e47-8f3c-bad320e452d6)

{% endstep %}

{% step %}
From the **template drop-down**, select **'invoice'**. Then, choose the appropriate **business** classification.

There are two levels of classification to note:

\- Document level

\- Line item level

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FAJlkLtbhNvz2dothg7q8%2F2.png?alt=media\&token=0804b279-6017-4ebb-8f8b-efed889a3452)
{% endstep %}

{% step %}
Refer to the prepared Excel sheet. This sheet includes two additional columns:

\- Unique Identification Number (UIN) at the document level - Product code at the line item level

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fp0ACwdYzwCSObRa5yMuX%2F3.png?alt=media\&token=28733cdc-812d-4753-a097-d4b8d5ecc465)

These columns represent custom fields that aren't part of the standard Clear Tax variables.

Copy the variable names from the Excel sheet.
{% endstep %}

{% step %}
In the **custom field settings**, locate the document level header classification. Use **custom field four** to declare the header variable at the document level. Save the changes.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FMNmRbCLvEuJofYqIiePJ%2F4.png?alt=media\&token=6ca52bf3-fc8a-4fdd-9f22-d6a522ef1092)
{% endstep %}

{% step %}
Update the line item variable using **line item field two**. Save the changes.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FrLZkVak8IraB4QSl4NPG%2F5.png?alt=media\&token=7ceace78-b0f0-4fd3-b8d3-277f42aac76a)

{% endstep %}

{% step %}
When the headers for both document and line item levels are updated in the custom Excel sheet, the data will be captured accordingly.

Navigate to **invoices** and select the **import option**.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FtgNm1uZsLaNRKfOVDBnR%2F6.png?alt=media\&token=927922e3-0d5f-4dcb-bc94-01802567fc7f)

{% endstep %}

{% step %}
Check the file for errors and duplicates, then proceed with the import.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FDx78h03xWgZ2ZwwpIigw%2F7.png?alt=media\&token=5f2bd888-a375-4123-8821-d8c09fb2b867)

{% endstep %}

{% step %}
The imported invoices will now include datasets with the custom variables at both document and line item levels.
{% endstep %}
{% endstepper %}

By following these steps, you've successfully added custom field variables to your Excel sheet, modified them, and integrated them into Clear Tax under the custom field settings. Thank you!


# How to Generate E invoice using Gov. Template&#x20;

In this article, you'll learn how to efficiently manage invoicing processes using Clear Tax. We'll guide you through data ingestion and various workflow scenarios, including simultaneous invoice generation.

{% embed url="<https://www.youtube.com/watch?v=xq7y3tu97qs>" %}

{% stepper %}
{% step %}
**Navigate to the Homepage and Access Import Settings**

Start by heading to the invoicing and e-way bill homepage on Clear Tax. This is your central hub for managing these processes. Locate and access the **Import Settings** section. Here, you'll find the necessary templates required for generating documents.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FwdZFcRmumId7WWW1Lyeu%2F0.png?alt=media)

{% endstep %}

{% step %}
**Select the Appropriate Template**

Within the **Import Settings**, you'll encounter two essential templates:

\- **Template 1**: Designed for generating invoices and e-way bills simultaneously. - **Template 2**: Specifically for generating e-way bills only.

Choose the template that aligns with your workflow requirements.
{% endstep %}
{% endstepper %}

**Step 3: Prepare Your Data for Simultaneous Generation**

For this scenario—simultaneous invoicing and e-way bill generation—ensure your data is well-prepared. This includes organizing all relevant details in the first template. Proper data preparation is critical for a smooth document creation process.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FlYpq5L9EFC52UF31uhY1%2F1.png?alt=media)

**Step 4: Input Document Details**

To generate documents, you'll need to provide specific details in the template:

\- **Document Date**: Specify the date of the document. - **Document Number**: Enter the unique document number.

These details are mandatory for document generation.

By following these steps, you'll be ready to manage invoicing and e-way bill generation scenarios effectively, ensuring compliance and operational efficiency.

Choose the type of document you need to create. Options include **Invoice**, **Credit Note**, or **Debit Note**. Select the one that fits your requirements.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FrW8ve5UVVVPpTkgaUbZY%2F2.png?alt=media)

Go to the **Supply Tab Code** section. Here, you'll find categories like:

\- **B2B (Business to Business)**

\- **SEZ With Payment** or **Without Payment**.

\- **Export**.

\- **Deemed Export**

\- **B2C (Business to Consumer)**

Select the appropriate category based on your transaction type.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FqAQ02A7f9hUhpkVv6qI3%2F3.png?alt=media)

Input the recipient's **Legal Name**. This should match the official name of the company you're invoicing.

Ensure all fields marked with a blue label and a red asterisk are filled out. These are mandatory for successful document creation.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F2cXRMMFr9CrWLXZYgiUr%2F4.png?alt=media)

Specify whether the items are **goods** or **services** by selecting the appropriate option from the dropdown menu. This classification is essential for accurate tax calculations.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FVWVnXVswJaWMz3pMLAld%2F5.png?alt=media)

**Step 5:** For goods, enter the applicable HSN (Harmonized System of Nomenclature) or SAC (Service Accounting Code) code. These codes are mandatory for compliance with tax regulations.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FmLQpX3w1eGFQmDY72QLZ%2F6.png?alt=media)

**Step 6:** Enter the quantity of each item being invoiced. This ensures that the invoice reflects the correct number of items.

**Step 7:** Select the unit of measurement for the items. Multiple unique quantity codes (UQCs) are available. For example, in this case, 'numbers' has been selected. Choose the Unit that best represents the item.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fl07WbNfmz96Ck8bMdWEp%2F7.png?alt=media)

Enter the GST rate. If you prefer, you can skip this step, as these details will be auto-computed once the data is processed.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F9jamarCezUWJg8Q5qdOx%2F8.png?alt=media)

Enter the IGST amount, if applicable. This is required for inter-state transactions. Specify the CGST amount. This is applicable for intra-state transactions and is calculated based on the taxable value.

Continue to input any applicable IGST amounts. Double-check the values to ensure accuracy.

**Step 8:** Enter any applicable TCS (Tax Collected at Source) amounts or other charges in the respective line items. Ensure these values are accurate to avoid discrepancies.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FTlYDRKEor61gsICnOTlP%2F9.png?alt=media)

**Step 9:** Ensure the total value in INR is entered. This is a mandatory field. If you miss it, the system will calculate it based on the data provided, but it's better to input it manually for accuracy.

**Step 10:** Determine if there is any reverse charge applicability. Set the option to **Yes** or leave it as **No** by default, depending on the transaction type.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FVh3GIa1ZeBl2F3IRIu0V%2F10.png?alt=media)

**Step 11:** Download the necessary files for data ingestion. These files are essential for processing and should be obtained from the appropriate source.

**Step 12:** Select the file to import. Use the clear text options to locate and choose the correct file for upload.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FsQUoxJPycOEgQi30dmth%2F11.png?alt=media)

**Step 13:** Upload the file successfully. Ensure the upload process completes without errors.

**Step 14:** Check the uploaded files for any errors or duplicate entries. This step ensures data accuracy and prevents processing issues.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FElW2a7hBgrC0TMappQpV%2F12.png?alt=media)

**Step 15:** Click **Import and Proceed** to ensure the data imported successfully.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F5Ajf4xuca9IwKSjGRwdk%2F13.png?alt=media)

**Step 16:** Confirm that the invoice displays clearly with all affiliate details. Once verified, proceed to generate the invoice.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FHcrux717pbQFDBKnFwqj%2F14.png?alt=media)

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fqewwurokp1Q1cItyvQCd%2F15.png?alt=media)

We have successfully generated the E-invoice.

Thank You.


# Print, Email, Cancel Actions on Invoices

This article will guide you on how to take actions on invoices using the Cleartax product.

{% embed url="<https://youtu.be/GT8PegQ3WCk?feature=shared>" %}

**Step 1**: Navigate to the **invoice** section in Cleartax.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fx9PQhk9fFSaxiLB349Q9%2F0.png?alt=media)

Here, you'll see the invoices that have already been generated.

**Step 2:** To take action on these invoices, locate the **action button**.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F1hOW3j1ALkNUhvVV2MNQ%2F1.png?alt=media)

**Step 3:** Select the invoice(s) you want to take action on.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FgeEm8VSt8BgIi3vfddv6%2F2.png?alt=media)

Alternatively, select all invoices by clicking on the checkbox next to the **document number**.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FCFgfsKC1mLTKvUnbSP5e%2F3.png?alt=media)

**Step 4:** After selecting the invoices, click on the **action button**.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FEItdGJrdRDHwAdrrVjBT%2F4.png?alt=media)

#### **For Downloading Report:-** <a href="#cudmkt5w5lf3" id="cudmkt5w5lf3"></a>

Here, you'll find numerous options. The first option is **Download Report**. This allows you to download the invoice. There are four types of reports available: JSON Report, CSV Detail report, CSV Light report, or Re-import report. Choose the one that suits your needs.

**Step 5:** Click on the **download button** to download the report.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FFkhLrMbPQcFJCfn87AsM%2F5.png?alt=media)

Once the report is downloaded, you'll find it in the **bell icon** section.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FpYjizq0OOw2YZA4f8mMw%2F6.png?alt=media)

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FQltgKzFquGeBuXQxXNvu%2F7.png?alt=media)

#### **For Email Action:-** <a href="#lqs1gsy5mop5" id="lqs1gsy5mop5"></a>

**Step 6:** The next action is **Email**. Click on it.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FQLgZcKhGXUyoYctCahVU%2F8.png?alt=media)

Here, you'll find a predefined email for your vendor. Fill in the necessary details.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F5v4GhbHONmZUjQoJyvsa%2F9.png?alt=media)

Include the **Supply legal name**, **Invoice month**, and **Reply to**. Then validate.

There are three types of email templates: Payment Reminder, Canceled Invoice Generation. Choose the one you need, attach the invoice, fill in the details, and click on the **send button**.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FEJ3muCmV8qglvXb8tMCO%2F10.png?alt=media)

You're now ready to send the email to your vendor.

#### **Print Action:-** <a href="#fnc2yiax0pr0" id="fnc2yiax0pr0"></a>

**Step 7:** Cleartax also offers a **Print** option.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FmVI4aAferfIBWbPsB2fa%2F11.png?alt=media)

To print your invoice, click on the **print button**. If you're printing more than one invoice, the **Print zip** option will be available.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FTepSwN9kmrKWYn2t2KLw%2F12.png?alt=media)

Click on **print**, if you are printing for one invoice then you will found generate the print preview option, after click generate print preview and you're ready to print your invoice.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FfiYjZ57qcl3mFuqri6Rd%2F13.png?alt=media)

#### **Cancel IRN and E-way Bill :-** <a href="#kt45cxc9mrdv" id="kt45cxc9mrdv"></a>

**Step 8:** The final options are **Cancel IRN** and **Cancel EWB**. If your invoice was generated within the last 24 hours, you can cancel it by clicking on **Cancel IRN**. After 24 hours, you'll need to generate a credit note to cancel the invoice.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FxdaLio8t2rJDz3RFsZvu%2F14.png?alt=media)

#### **Delete Invoice :-** <a href="#pyjsdzg2q5xx" id="pyjsdzg2q5xx"></a>

If you want to delete the invoice from Cleartax, click on **Delete**. Note that this will only delete the invoice from Cleartax, not from the government portal.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FqDtiUbNvu8iwxSNgIuvV%2F15.png?alt=media)

That's all the actions you can take on invoices in the Cleartax portal.


# Data Ingestion Error - Resolving Common Data Ingestion Errors in Invoicing

In this tutorial, you'll learn how to identify and fix common errors that may occur while ingesting data. By the end of this guide, you'll be able to confidently review, identify, and correct errors in your data files to ensure a smooth ingestion process.

{% embed url="<https://youtu.be/Zrd6YPzfUvM?si=eLdM1jZHlb_NdL99>" %}
Fix common data ingestion errors with this quick troubleshooting guide
{% endembed %}

{% stepper %}
{% step %}
Start by ingesting a sample file for reference. This will help you understand the structure and identify potential issues.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FQPKnAVqMWPtfQ3SRK8r4%2F0.png?alt=media\&token=3a282dd9-657f-4820-89ac-0ec3a34f3ee2)
{% endstep %}

{% step %}
Identify the **GSTN** for which you're ingesting the data. This step ensures that the data is being processed for the correct entity.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FdV6yTKNCcnlyz9dLEkdu%2F1.png?alt=media\&token=484b10b6-fb28-4d99-b156-8388438a2712)

{% endstep %}

{% step %}
After selecting **GSTN**, choose the template as **India upload**. This template is specifically designed for data ingestion in the Indian context.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FJRYfbQnRENvlfZQzBvZ7%2F2.png?alt=media\&token=be131d1b-637e-433b-9d26-2027ce78d2bb)
{% endstep %}

{% step %}
Review the files and errors. For example, let's say there are five invoices: ING1, ING2, ING3, ING4, and NG5. Carefully examine each invoice for discrepancies.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FF78ltF7yy1JY2dK6baaH%2F3.png?alt=media\&token=7f782822-5458-4422-8683-743638e58526)
{% endstep %}

{% step %}
Check the error for each invoice. For instance, the error for **ING1** indicates that the **HSN** or **SAC code** is incorrect. This step is crucial for pinpointing the exact issue.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F6JgjnlgyPHCg1VWl1oJg%2F4.png?alt=media\&token=46d13776-e915-459b-8bfe-3765263a2117)

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FT8qRQEQYY8qcwVl7gTvJ%2F5.png?alt=media\&token=fdd8e503-7cf4-4e6e-9bdd-472c0f9547b1)
{% endstep %}

{% step %}
Correct the errors. For example, update the incorrect **HSN code** to the correct one. This ensures the data aligns with the required standards.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F590FEmFqczAkzQZGGHqd%2F6.png?alt=media\&token=0f772526-381b-4936-be0c-c6cee8f651f0)

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FknEpHqP0n4ES5YymXAI6%2F7.png?alt=media\&token=63b0cda5-23f1-48df-a870-b35beae750e4)
{% endstep %}

{% step %}
If there's another error, identify and correct it. For example, the **SAC code** in the second line item might be invalid. Addressing such issues ensures data accuracy.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FDyRsxcKDMKGv3nHSrNOq%2F8.png?alt=media\&token=3de312a0-0d89-4eb8-afb0-e97df956f10a)
{% endstep %}

{% step %}
Update the **SAC code** with the correct **HSN code**. This resolves the errors for the affected files

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FvsIbTrC9w37r54Fgm5Kz%2F9.png?alt=media\&token=5fe0f9af-700a-4a55-800f-b77fdb1b7749)

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FqyE1yXk9BDGsdhdo8RDf%2F10.png?alt=media\&token=fcc3619c-b843-4fc9-9c29-765a2466febb)
{% endstep %}

{% step %}
Review the next invoice, **ING2**. The errors here might include an invalid **GSTN** and a recipient state that doesn't match the buyer's **GSTN**. Identifying these issues is key to maintaining compliance.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FO96ZpDXG6x8c5eXCA8jC%2F11.png?alt=media\&token=5144e3d6-6696-4be1-b878-2cdc89abdd97)

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FXkiQyiPFlMcJmMs3X8Av%2F12.png?alt=media\&token=f730d422-c3e6-4c85-b5bf-a864b725b7e7)
{% endstep %}

{% step %}
Correct these errors by updating the **GST number** and the recipient state code. This step ensures the invoice details are accurate and consistent.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fs6luVqYzLcOAj1VMD4K2%2F13.png?alt=media\&token=586d8fe6-49ca-41ef-be45-8f75fca6b12a)

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FUn6oNLQwtTMRac2TAdCK%2F14.png?alt=media\&token=ffd5543c-53ff-452c-84bf-5661adabb094)
{% endstep %}

{% step %}
Move on to the next invoice, **ING3**. The error here might be an invalid total taxable value for the invoice. Identifying such errors helps maintain financial accuracy.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FnYJ9lksxmfvVgWg7y4bV%2F15.png?alt=media\&token=3d2aeeaf-89bb-4029-b300-45a10ffec9d6)

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F0XwOzLdNkFN3aKiZuFtI%2F16.png?alt=media\&token=28ec6241-ce3d-4942-a10c-be1e18a8892c)
{% endstep %}

{% step %}
Correct this error by adjusting the total taxable value. Ensure the value matches the expected calculations.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FPQLMC4tkjsB3kyZo1xi1%2F17.png?alt=media\&token=3487b6a8-8848-4a44-a7e1-915f6bdebcda)
{% endstep %}

{% step %}
After correcting all errors, verify that all documents are accurate. Once you're confident everything is correct, proceed with the ingestion process.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fa4VUNIyVLwqfU4c8cWh4%2F18.png?alt=media\&token=d523a439-3330-4909-9713-99ecbcf0ce23)

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FiTL3O3dGmZvKPOhT6WiL%2F19.png?alt=media\&token=86abe4ea-3e01-406a-a9da-ddfa359bfa54)
{% endstep %}
{% endstepper %}

Thank you for following along with this tutorial. By carefully reviewing and correcting errors, you've ensured a seamless data ingestion process.


# Resolving Error in Terminal State

In this tutorial, you'll learn how to handle an error message that occurs when trying to ingest a document that's already in a terminal state.

{% embed url="<https://youtu.be/uFFnd-9Itq0?si=Mr_19STaiEeL2f3Z>" %}
Understand terminal errors and how to resolve them effectively
{% endembed %}

{% stepper %}
{% step %}
Start by ingesting your document. If you try to ingest the same document again, you'll encounter an error.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fg6ijtSD7TGzXdxfo3hcL%2F0.png?alt=media\&token=0a8293cf-8fb3-44e6-be0a-ac3b8266d065)
{% endstep %}

{% step %}
Import the same document again.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FqF8U15OuJqf973n28BXv%2F1.png?alt=media\&token=2bb128b4-bf0d-439b-bcac-7fcd10842a6d)
{% endstep %}

{% step %}
Note that the Excel sheet you're importing contains the same data.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FeyS3ITjo0EiyTGQhq5Ol%2F2.png?alt=media\&token=a09c0440-35f2-460f-b6ca-e1181a19b333)

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FhDGvng9cO76lqV6D959i%2F3.png?alt=media\&token=21f9efeb-3948-466a-aa26-52f669e4e5ad)
{% endstep %}

{% step %}
Select the same template and attempt to reinvest the data.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F7MaTlewAXehpvdjCqHn4%2F4.png?alt=media\&token=5aaafcb0-2189-4fda-b7b7-67ce412fe989)
{% endstep %}

{% step %}
Review the error message that appears.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FcIDnWMSeoQ8JIC3AfHmv%2F5.png?alt=media\&token=7c6f8851-4f5f-49a5-9bfa-8df35102238e)

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FQV8jrcOV6x4ROeZZuiRP%2F6.png?alt=media\&token=e28934bc-06ef-49ba-8d6f-6f38b6a9a3b0)

The error message indicates that invoices in a terminal state can't be modified. This happens when you try to reinvest data for an invoice that's already been generated. The government doesn't allow the same invoice number to be used again, so you'll need to use a different document number.
{% endstep %}

{% step %}
If you're facing this issue, check the document number.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FKARRaAniEFW2xy5rgNF2%2F7.png?alt=media\&token=23e875fb-b1fe-4b32-a7de-64e5063f985f)

Copy the document number, close it out, and go to the filters.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FnQsEQPbeikLGurBddGTU%2F8.png?alt=media\&token=12e0e7d9-bac8-4bc4-8620-b75fa19cfbcb)

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FfzDwgPwUp0twOc7JkhRA%2F9.png?alt=media\&token=c35d05f7-c9e2-4671-b621-b671799c5221)
{% endstep %}

{% step %}
Apply the document number in the filters.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FgKC9reJlsMhxmhdyourR%2F10.png?alt=media\&token=42d70123-af84-480f-b192-42ec637d1b67)
{% endstep %}
{% endstepper %}

This way, you can check if the document was already generated and update your team accordingly.




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