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ClearTax GST Software- How to Add a New Member to Business

Updated on: Jul 21st, 2021

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2 min read

Add a New Member to your Business

After you are logged into ClearTax GST and added a business to your account, you may add a new member to your business with assigned roles and access restriction. Let’s understand each role, its access rights, and restrictions.

Account Admin

  • Can use all features of ClearTax GST
  • Full access to all businesses under the account
  • Will also be able to add more users to the account

Business Admin:

  • Ideal for users who have complete rights to modify details of a business
  • They can add GSTINs under a business and also do invoicing, and GST Return Filing
  • They will also be able to do business level configurations

Tax Consultant/ Filing User

  • Ideal for consulting CAs/Tax Practitioners who need access to entire GST Return application
  • Users will be able to prepare and file the returns
  • They will also be able to do required GSTIN level configurations needed for filing

In this table, we present the roles and restrictions permitted to every individual user according to which the features would function

User AccessAccount OwnerBusiness OwnerTax Consultant
Add/Edit/Delete UsersYesNoNo
Modify BillingYesNoNo
Add/Edit/Delete BusinessesYesNoNo
Add/Edit/Delete GSTINYesYesNo
Invoice Settings (Invoice Serial No, Print Format, Invoice Customization, Custom Mapper)YesYesNo
Add/Delete/Edit/Import Outward Supplies (GSTR1 documents)YesYesYes
Add/Delete/Edit/Import Inward Supplies (GSTR2 documents)YesYesYes
Add/Delete/Edit/Import Contact & Item MasterYesYesNo
GST Returns including upload, download, reco & FilingYesYesYes
Rule Engine ConfigurationYesYesNo
ReportsYesYesYes

To add a new member to your business, follow the below steps:

  • login to our website, Cleartax GST
  • Once you are logged in, you can click on the Settings tab
login settings
  • Select the business for which you wish to add a new member
select the business
  • Click on List of Members > Add a New Member
click on list of busines
  • Enter member’s full name, email address and mobile number
  • Now select the user role you wish to assign to the prospective member
Add a new member fill details
  • Click on Invite Member
  • You will see a list of all the businesses added to your account
Add a new member business list
  • Now, select the businesses for which you wish to add a new member
Add a new member business selected
  • Click on ‘Look’s Good! Confirm’ and member will be added successfully
added successfully
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Clear offers taxation & financial solutions to individuals, businesses, organizations & chartered accountants in India. Clear serves 1.5+ Million happy customers, 20000+ CAs & tax experts & 10000+ businesses across India.

Efiling Income Tax Returns(ITR) is made easy with Clear platform. Just upload your form 16, claim your deductions and get your acknowledgment number online. You can efile income tax return on your income from salary, house property, capital gains, business & profession and income from other sources. Further you can also file TDS returns, generate Form-16, use our Tax Calculator software, claim HRA, check refund status and generate rent receipts for Income Tax Filing.

CAs, experts and businesses can get GST ready with Clear GST software & certification course. Our GST Software helps CAs, tax experts & business to manage returns & invoices in an easy manner. Our Goods & Services Tax course includes tutorial videos, guides and expert assistance to help you in mastering Goods and Services Tax. Clear can also help you in getting your business registered for Goods & Services Tax Law.

Save taxes with Clear by investing in tax saving mutual funds (ELSS) online. Our experts suggest the best funds and you can get high returns by investing directly or through SIP. Download Black by ClearTax App to file returns from your mobile phone.

Cleartax is a product by Defmacro Software Pvt. Ltd.

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