# Get started with ClearMax ITC

## **Onboarding**

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

Max ITC will help your business in

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

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

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

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

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

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

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FzHSu9dvYVlhTenwrVTfj%2Fimage.png?alt=media\&token=65e69c32-e4bf-48e0-9f26-855e63840d32)

### Step 2 : Enter GSTIN credentials.

Add a GSTIN that you wish to onboard with.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FADaE5Oa55Qcb2ldI9G0U%2Fimage%20\(3\).png?alt=media\&token=d1d080ba-7c03-46c4-b519-b3abec874b96)

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

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

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FFBx3ejnwFqZq6WNUsBNh%2Fimage%20\(4\).png?alt=media\&token=322c44eb-d4e1-4f1d-8319-1571fbc627b1)

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

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

<div align="left"><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FQw4xleANX2k4FDVBhMUC%2Fimage%20(5).png?alt=media&#x26;token=883311ab-06e8-4dc1-b88b-5908f6a948e7" alt=""></div>

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

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FzRpYo9NPuUAUmpftkU3S%2Fimage%20\(15\).png?alt=media\&token=8fa64162-83c2-4ad1-9d7d-004a4838c55b)

## Maintenance

### Regular OTP Activation

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

Steps:

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

<figure><img src="https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FF2odkiBASHi2uoY0s4oV%2FScreenshot%202023-03-06%20at%206.07.12%20PM.png?alt=media&#x26;token=0ab9656d-6548-47e1-bb1e-d1712c97d9bd" alt=""><figcaption></figcaption></figure>