⚡️ Latest Releases
Release 13- May, 2023
GST
Changes in Ingestion
Performance optimizations in Data Overview for Purchase
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
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
Performance Optimizations:
The GSTR-1 form has been optimized to improve its performance.
This optimization ensures faster page loading times, faster auto computes, and optimized pre-upload validations.
This enhancement makes it easier and quicker for users to access information and prepare their GSTR-1
Improved Error Messaging:
Error messages received from GSTN have been improved.
The messages have been edited to be more user-understandable and easier to comprehend.
This enhancement will help users resolve any issues that may arise during the form preparation process quickly and easily.
Edit/Delete Signatory:
Users can now edit or delete already added signatories in the filing flow.
Previously, users could only add new signatories and not delete or edit the already existing ones.
This feature upgrade provides users with more flexibility in managing their signatories.
Filing Status on Upload Page
Users can now see the filed status on the "Upload to Govt Portal" page.
Previously, they could only see it on the Filing Page.
This enhancement provides better visibility into filing status and helps users track their returns more efficiently.
Changes in GSTR-3B
Challan Dashboard Summary:
Users can now see an aggregated summary in the challan dashboard of GSTR-3B.
Summaries will be updated based on the application of filters.
Users can see # Challans, Total Taxable Values, Total Tax, Late Fees, Others, etc. for the challans listed.
Error Warning on Prepare GSTR-3B:
Users will now get a warning on the Prepare GSTR-3B page if any of their GSTINs under the PAN has an error.
Users will have to fix the errors first before moving to the next step (i.e Review Tax Calculation).
Download PDF - Generated Challan:
Users can now download the generated challans in a PDF format from the GSTR-3B challan dashboard flow.
Earlier, users were only able to download the challans in a CSV file.
Cash Utilization Banner:
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.
The banner will have the following text “To maximize available cash utilization, use PMT-09 on GSTN to move cash under different headings”.
Download System Generated GSTR-3B PDF:
Users can now download the system-generated 3B PDF available on GSTN from the GSTR-3B form.
Users will have to provide user ID, password, and captcha to download the PDFs from GSTN.
Optimization on Editing the Offset Page:
We have optimized the performance of the user edit feature to ensure faster page loading times.
It will make it easier and quicker for users to access the information.
Soft Warning for OTP Activation for Ledger Pull:
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.
Users can decide to activate the OTPs or can skip and move to the next page.
Row level source for Table 4:
Users can now change sources for each row in Table 4 on the data source page
Previously, users could only choose a source for Table 4 as a whole
This enhancement provides more granular control over data management
Data source for 3.2
Users can now decide the source for Table 3.2 in the GSTR - 3B form
Previously, the source for Table 3.2 was always the same as Table 3.1
This enhancement provides more flexibility in managing data
Filing Status on Upload Page:
Users can now see the filed status on the Upload to GSTN page
Previously, users could only see the upload status on the Upload to GSTN page
This enhancement provides more visibility into the filing process
Notification for no fetched challans:
Users will now get a notification in case no challan is fetched from GSTN with a proper reasoning
Previously, users were not getting any information on why there were no challans fetched from GSTN
This enhancement provides more clarity and helps users to understand the reasons behind the missing data.
Changes in GSTR-6
Improvements in Delete from Clear:
Fixed an issue where users could not delete data from Table 5,8 while using the prepare page feature to delete data from clear.
Users can now clear all data available in the form, providing better data management capabilities.
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.
Filing Status on Upload Page:
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.
This enhancement provides better visibility into filing status and helps users track their returns more efficiently.
Changes in ITC - 04
NIL Filing flow
NIL filing is now available in ITC - 04 form as well.
Users will be able to file NIL returns for the GSTINs in ITC - 04.
The flow will be similar to other forms, making it easy and convenient for users to file NIL returns.
Filters on Error Correction
Applying filters on the errors correction UI post ingestion in the ITC - 04 form is now available.
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.
Now, users can apply different filters which are available in the UI, making the process more efficient and organized.
Copy and Paste Values while Edit/Creating Challan
Users were not able to copy/paste values while editing or creating a new challan in the flow.
The issue has now been fixed, and users would be able to seamlessly copy/paste values, saving time and effort.
Ingested Data not Visible on UI for Table 5
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.
Government Template
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
Validation during Ingestion
Previously, users were able to import TCS Amendment data without providing the Original Supplier GSTIN and Original Return period Month (MM/YYYY).
This caused the upload to GSTN to fail, resulting in frustration for our users.
We have now added validation during ingestion, requiring users to provide this information at the time of ingestion itself.
This will ensure that the TCS Amendment data is accurately uploaded to GSTN, eliminating the need for multiple attempts.
Changes in Reports
Multi PAN GSTR-3B Filed Reports
Users will now be able to generate GSTR-3B filed reports at a Group level from app.clear (i.e selection of multiple PANs).
Users will be able to download the generated report in an excel (Filed Reports, ITC offset, Insights)
Users will be able to access the information of download status on the UI
UIN Number is supported in bulk flow of GSTN verification
Users will be able to get information for UIN GSTINs in the bulk flow of GSTN verification report
UIN numbers were only supported in the single GSTN verification flow
Ingestion
Support for editing tax amounts for Summary Sections in GSTR-1
Users can now edit the tax amounts for all summary sections (B2C, AT, ATA, ATAJ, ATAJA, EXEMP, HSN) in GSTR-1.
This feature has been added in alignment with the government's requirements.
This will provide users with greater flexibility and accuracy in their tax reporting.
Changes in Recon
GSTR-1 download improvement in GSTR-1 vs Sales recon
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.
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
Section 17_1
Section 17_3
Section 10_13A
Income (or admissible loss) from house property
Income under the head Other Sources
Deductions claimed under Section 80C
Details of ESOPs
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.
FVU generation error screen to show FVU error file & Txt file together, Deduction file and Salary details file separately to resolve memory outage issue.
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)
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
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.
Send "Gstin Token inactive" error in trigger api if expiry duration < 1 hr
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
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
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.
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
Addition of ISD values in Table 4A(4)
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.
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.
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.
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.
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.
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.
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.
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
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.
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.
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.
To understand Table 4 automation in detail. Please refer to the attached 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.
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
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.
GSTINs with Nil filings are now easily identifiable on the Filling page by having the “Nil” tag in front of the GSTINs
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.
GSTR-3B
User Interface Improvements and Error Handling Enhancements.
Error messages will now be displayed at the correct cell rather than being shown table-wise, ensuring easier identification and resolution of errors.
Showing values till 2 digit decimal places in total rows to improve accuracy and granularity in reporting.
Improved scroll bar handling in Table 3.2, resulting in a smoother and more user-friendly experience.
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.
Removed OTC mode in challan creation which was failing due to limit issues, to ensure smooth operation of the product.
Proper placeholder for entering the OTP while filling G1 for different screen resolutions.
Improvements to G3B Page Performance and Stability
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.
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.
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.
Enhancements for Improved Compliance and Accuracy
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.
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.
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
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.
GSTINs with Nil filings are now easily identifiable on the Filling page by having the “Nil” tag in front of the GSTINs
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
We have added the functionality to compare the auto-computed G3B generated by GSTN with the G3B prepared by users in G3B flow.
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
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.
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.
GSTINs with Nil filings are now easily identifiable on the Filling page by having the “Nil” tag in front of the GSTINs
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.
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.
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.
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.
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
Improvements in E-invoice (GSTR-1 draft) vs Sales recon
Canceled Invoices & Invoices that are skipped for filing (as part of GSTR-1 filing flow) will be excluded for recon
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.
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
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.
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.
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
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
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.
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
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.
Several enhancements related to compliance with GST regulations
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.
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.
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
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.
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.
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.
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.
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.
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
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.
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.
Form 24Q4, correction return filing flow: Form 24Q Q4 correction return filing for FY 2018-19 and onwards has been added.
Minor fixes and improvements
Fixes - Showing the correct error message in case of failure to place the TRACES requests.
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]
Provide workspace suggestions at time of onboarding
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
When an user is invited, workspace will be shown at time of invite acceptance flow for the user to join
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.
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
Console can be used to set expiry for generated keys, set reminders on expiring keys etc..,
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
Metering has been put in place for GST and Clear Identity for the newly created plan tiers
Pay load changes to support new TDS report in PDF generator
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.
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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.
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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
Top-up flow for GSTIN verification
Credits can be added from SalesForce based on customer request
Licensing & metering support for Clear Identity
[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
As part of this release, we are fixing the following issues faced by our enterprise clients while using our ingestion engine:
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
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.
Release R5, 06-Mar, 2023
Invoice Discounting
[Feature] Flat Discounting Rate
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
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:
Custom fields will be available after downloading documents ( For filtering a field in Excel as an example )
Custom fields will be available on the Data overview page without repetition
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
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
Few technical changes have been introduced to improve the performance of the overall ingestion process.
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 ):
Store configurations for Print template service per enterprise security guidelines ( Encrypted at rest )
Build a scalable deployment pipeline following enterprise standard practices for User service
Optimise the performance of the Digital signature certificate & add logs to track usage
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
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
User will be able to Upload data on GSTN or Reset data on GSTN at a PAN level
User will be to calculate the available ITC for distribution and Eligible/In-eligible ITC distributed for Table 4
There is an option to auto-calculate the Cross ITC details for the reconciliation table and save them to GSTN
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
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
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 -
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
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 )
[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
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
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.
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