ClearTax GST Software- Guides on How to Use

We are at the brink of one of the biggest business changes of our times viz. Goods and Services Tax. So far, most of the big businesses have already identified vendors for implementation of GST software. Many of the large enterprises had floated a Request for Proposal/Request for Information (RFP/RFI) late last year, asking software providers to present them with their solutions. They would have then evaluated these providers, over multiple product demos and extensive question and answer rounds, to reach a stage where they can now begin the implementation process and use our ready to use GST Software

In this article we provide a comprehensive guide which explains each and every details and step regarding how to proceed in ClearTax GST Software. Just click on the relevant article and you will be provided the user friendly guide.

1. Sales Invoicing

To create all types of sales invoices, view all such invoices and bulk import the invoices refer the guide mentioned below.

• Invoice Settings

You may add a company logo and invoice prefix and start series, which will appear on every invoice you create refer the guide mentioned below

1. Adding Company Logo
2. Adding Invoice Prefix and Adding Invoice Start Series 
3. Add Terms and Conditions
4. Add Custom Fields
5. Add Bank Details

• Contacts

• Refer the below guides and manage all the contact details for your customers and vendors. This will help you create a GST compliant invoice and save time.
1. Create Contacts 
2. View All Contacts
3. How to bulk import Contacts
4. Collect GSTIN Information
5. Adding new contact

• Items

• Refer the below guides and manage all the item details of the goods and/ or services in which you deal. This will help you create a GST compliant invoice and save time.

1. Create Items
2. View All Items
3. How to bulk import Items

• Invoice Generation

Create the below mentioned types of sales invoices error free with our ready to help comprehensive guide which explains each and every details required to be filled to issue a GST compliant invoice.

1. Create Invoices

• Normal Invoice
• Export Invoices
• Reverse Charge
• TCS
• Freight/Transportation
• Different Billing and Shipping Address (Place of Supply)

2. View all Invoices

3. Print Invoices 

4. Bulk Import Invoices

• Bill of Supply

Follow the steps mentioned in the linked article and create and view bill of supply which is required to be issued when you are registered under GST and you are selling an exempted good or service, or if you have chosen the composition scheme. 

1. Create Bill of Supply
2. View all Bill of Supply

• Credit Notes or Debit Notes

Create, view and bulk import credit note or debit note which is to be issued when you have already issued a sale invoice and now there lies a change in the taxable value and/ or tax amount on the supply of goods or services.

1. Create Debit Notes or Credit Notes
2. View All Debit Notes or Credit Notes
3. Bulk Import Debit Notes or Credit Notes

• Advance Receipts

Create and view advance receipts each time you receive advance amount against a future supply on which you are required to pay taxes under GST. Follow the steps mentioned in the linked articles and be GST compliant

1. Create Advance Receipt
2. View all advance receipts

• Delivery Challans

Create and view delivery challans which is required to issue when you are delivering goods without selling the goods to the customers such as sending goods for job  work to a job worker.

1. Create Delivery Challan
   1. Job Work Challan
   2. Supply on Approval
   3. Other Cases
2. View All Challans 

2. Recording Purchases

To record, view and bulk import all types of purchase invoices and documents, refer the guide mentioned below.

• Purchase Invoices

Record all your purchase invoices error free and be hassled free while filing GSTR-2. We provide a comprehensive guide which is user friendly and easy to proceed with.

1. Record Purchase Invoices 
2. Bulk Import Purchases 
3. View all invoices

• Credit Notes or Debit Notes

Create, view and bulk import credit notes or debit notes which will be issued by your vendor or supplier when they have already issued you a purchase invoice and now there lies a change in the taxable value and/ or tax amount on the purchase of goods or services.

1. Add Debit Notes or Credit Notes
2. View All Debit Notes or Credit Notes
3. Bulk Import Purchase Debit Notes or Credit Notes

• Advance Payments

Create and view advance payment each time you pay an advance amount to your vendor or supplier against a future purchase on which you are required to pay taxes under GST if the transaction falls under reverse charge. Follow the steps mentioned in the linked articles and be GST compliant

1. Create Advance Payments
2. View All Advance Payments