Create an account on ClearTax

Steps to sign-up and create an account on ClearTax

low steps to create an account on ClearTax to start with e-Invoicing.

Step 1: Sign-up

Enter valid email address, choose a strong password and accept terms & conditions to sign-up on ClearTax Compliance cloud which will help you with E-Invoicing, reconciliation and VAT filing.

Sign-up

Step 2: Verification

A verification link will be sent on the email that you have used for signing up. Go to your mailbox, open the email and click on ‘Verify email address’ to complete the verification. This will open ClearTax in a new tab and start with the process of workspace creation.

Verification of your email

Step 3: Personalisation of Workspace

Enter the details of your company like legal name and choose a turnover range to create your workspace. Workspace will be where you can access ClearTax and all your data. You can invite multiple colleagues to your workspace and also generate E-Invoices, archive data, reconcile and use different features of ClearTax Compliance cloud. After entering your details please click on ‘Continue’ to proceed to the next step.

Adding business details

Step 4: Profile Creation

It is time for profile creation with more information about you so that we can create a role for you. This will help in creating a personalized profile that will help us in optimizing your work. Please provide your name and designation in your organization. After entering your details please click on ‘Continue’ to proceed to the next step. You can also skip this step and enter it later from the ‘Settings’ page.

Creating your profile

Step 5: Landing on Home page

Once the details are entered and your workspace is created, you will be landing on the home page of ‘Clear Compliance Cloud’ which has multiple features to help you with E-Invoicing and compliance. Click on ‘Continue’ to explore to start with e-Invoicing.

Landing on the homepage of ClearTax compliance cloud

Step 6: Start with e-Invoicing

Click the ‘e-Invoicing’ tile to start with generation of e-Invoices. e-Invoicing will help you generate and manage E-Invoices as per ZATCA regulations for all your sales from NCR-Aloha PoS terminals and other systems.

Starting with e-Invoicing

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