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GST Return Filing & Invoicing
Simplified with ClearTax GST Software

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 Access Account Owner Business Owner Tax Consultant
Add/Edit/Delete Users Yes No No
Modify Billing Yes No No
Add/Edit/Delete Businesses Yes No No
Add/Edit/Delete GSTIN Yes Yes No
Invoice Settings (Invoice Serial No, Print Format, Invoice Customization, Custom Mapper) Yes Yes No
Add/Delete/Edit/Import Outward Supplies (GSTR1 documents) Yes Yes Yes
Add/Delete/Edit/Import Inward Supplies (GSTR2 documents) Yes Yes Yes
Add/Delete/Edit/Import Contact & Item Master Yes Yes No
GST Returns including upload, download, reco & Filing Yes Yes Yes
Rule Engine Configuration Yes Yes No
Reports Yes Yes Yes

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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