New Features on ClearTax GST Software

Oct 6:

• Link on Upload to GSTN page to view report of Uploaded invoices
• Reset Data from GSTN – Customer will be able to reset all data from GSTN, to start from a fresh slate (Limitation: This will be an on-call feature where user will have to provide JSON file from GSTN)

• Addition of column and filter for tax amount difference between taxpayer and supplier data on Recon list page (This will be useful to filter rounding off mismatches)
• Bug Fix for delete purchase invoices in bulk – Checkbox to select bulk was hidden, now rectified to select in bulk and delete

• Supporting Transaction date for purchase invoices, this date will determine the return period for a particular invoice
• Making Invoice date and number as non-mandatory in case of Import of Goods

• Making email non-mandatory for CA’s – Pro users can now add a client without entering client contact details via popup as well as excel import
• Updation of GSTR 1,2,3 due date timeline on GSTIN dashboard for August and September

Sep 28:

• Download of more than 500 invoices
• Supplier filing status and filter
• Support for all GSTR-2A fields in download CSV files

• Matching of purchase register data with Supplier GSTR-2A data
• Reconciliation actions
• Pre-page for reconciliation to guide users to apply relevant filters and do reconciliation
• Download of mismatch report as CSV

• MRP based Invoicing (Item rate is inclusive of taxes)
• Return Period selection on Govt./Tally Template Selection Known Limitations: Return period selection doesn’t work on Cleartax templates
• Print Duplicate & Triplicate Copies

Sep 22:

• Filters on Billing Sales & Purchases List Views
  • Filters on all transactions
  • Configurable page size
  • Bulk Delete
  • CDN against BOS through excel
  • Known limitations: Handling CDN against BOS on GST side, is planned in the current sprint. So, these CDNs won’t be reflected in right sections on GST side.
  • Defaulting Place of Supply to my state on both sales and purchase if not specified in excel upload

• In GSTR2 Auto-compute of Nil, exempt section
• In GSTR2 Auto-compute of HSN summary

Sep 14:

• GSTR 2 Guide: Overview on how to do GSTR-2 Filing
• Get Supplier data (GSTR-2A): Ability to get vendor invoices from GSTN. Users will be able to download all invoices uploaded by their vendors, irrespective of whether it is filed or not.
• Get Supplier data (GSTR-2A): Download as CSV, invoices received from GSTN
• GSTR-2 My Data: Invoice level and summary sections; Fixed issues in RCM handling of unregistered purchases;

• • Validations before Upload to GSTN so that users can identify and fix issues before uploading to GSTN. This will avoid following errors from GSTN
  • – The GSTIN is invalid. Please enter a valid GSTIN.
  • – Original Invoice is Invalid. Original invoice cannot be tracked.
  • – Do enter the correct shipping bill date that is on or after Invoice Date and on or before today’s date
  • – GSTIN you entered is same as counter Party GSTIN. Do enter the correct GSTIN.

• Support for UIN/Composition
• Support for pre-GST along with invoice type in CDN
• Support for Total Transaction Value
• Support for Return period
• Samples with updated fields and explanation
• CDN against Bill of Supply

• Support for Composition supplier
• Support for pre-GST along with invoice type in CDN
• Support for Total Transaction Value
• Support for Return period
• Samples with updated fields and explanation
• Identifying of Return Period based on BOE date for Import of Goods
• Shipping Bill Date Validation (between invoice date and current date)
• Backend bulk reclassification of Invoice CDN (problem-solving tool)
• Rounding off of document total value – support for all documents
• Discount % support
• User can set discount as percentage
• Discount % set in item master will be copied to the invoice
• New print template
• Address will come along with the Name and Logo at the top
• Title of the document will come at the top
• Document total will not show up at the top right
• Signature section is changed to have space for signature in between For <Business Name> and Authorised Signatory
• During print, Logo will show up as “Loading” until this is loaded
• Movement of PAN, GSTIN to the right – this column will come left of the Invoice Number and Invoice Date and Reference Number
• Footer is removed
• Changing state to format <number>-<state name> instead of <statename> (<number>)
• Rate is a single column in all entry screens

Sep 07: 

• v3.1 of the Excel import template released
• Bulk Delete of documents added to the software
• Delete GSTIN feature added to the software
• Software check for Credit/Debit Note added. CDN should have at least 1 line item
• Shipping bill date fix feature added
• Auto-compute Nil-rated supplies (for ClearTax users, v3 users, B2CS (summary)

August 31:

• File GSTR-1 through ClearTax GST. Users can import all outward document types, Manual preparation for aggregate entries such as B2CS, Nil/Exempt/Non GST, Advance Payment, HSN Summary, Invoice Series. GSTN Upload, with the ability to view validation errors from GSTN, in case of any such errors. Filing with DSC & Aadhar design)
• Ability to mark discount as a percentage in invoice and bill of supply Create and Edit screens
• The following fields have become non-mandatory for both goods and services – HSN/SAC, UOM, quantity, rate, discount
• For tax values and totals for a ClearTax calculated value of falling between x and x+1, we will allow values of x-0.5 and x+1.5
• Users will be able to specify the separator for the CSV in the name of the file in box and we will treat that as the separator for CSV
• On import, users will be able to view the documents that were imported as part of the excel in the import summary page
• Import errors on Excel import can be downloaded as a CSV for further analysis and correction

  August 28:

  • Bulk import clients. CAs can bulk import clients through Excel to ClearTax GST
  • Bulk invite clients. CAs can bulk invite clients to ClearTax GST
  • Download sales and purchase reports as CSV file for analysis
  • Offline invoicing. Our offline utility is now live

August 17:

• Ability to set the tax rate in Item Master. Users can set a tax rate once and the system will use this tax rate while creating invoices in the future
• Changing of file limit for upload. The file limit for upload was changed from 1MB to 3MB enabling users to upload more line items
• Delete of all documents has gone live. Applicable on both sales and purchase invoices
• Support for CSV and XLS (comma separated)

August 12:

July 30:

• You can add Terms & Conditions, Notes, Bank Details, Custom Fields for more elaborate invoices
• You can create Export Invoices with Foreign Currency denomination

21st July 2017:

• You can add your company’s logo in your invoice
• When you choose an unregistered vendor, your invoice will automatically be classified as a Reverse Charge transaction
• You can add cess rate of more than 100%
• You can create and print Bill of Supply and Delivery Challan
• We’ve made adding Contacts easier. You can import all your old contacts in one go using our excel template.
• Units of measurements will now display in the Invoice Print for new invoices
• CAs can now invite their clients directly to share business data such as sales bills, purchase bills & file returns using ClearTax GST platform
• ClearTax GST Excel is redesigned & now supports new fields as per new GSTR1 & GSTR2 formats
• You can add & edit GSTIN and Place of Supply of your customer while creating the invoice itself
• You can reset your invoice sequence or continue with default serial no. sequence
• We have updated our HSN & SAC tool with tax rates & latest updates