Table of Contents

1. Standard Features
1.1. Flexible Import formats for taking in Invoices
1.2. Complete Support for all GST Return Preparation and Filing
1.3. Reconciliation of returns, input credit and of ledgers maintained by GST
1.3.1. GSTR 1 & GSTR 2
1.3.2. Input Credit & Ledgers
1.4. e-Filing Support with DSC Integration

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2. Enhanced Features
2.1. GST Rate Determination
2.2. Alerting
2.3. Vendor & Client Management
2.4. Custom Workflows & Automations
2.5. Reporting
2.6. Complex Company Structures
2.7. E-Commerce Module
2.8. Third Party Integrations
2.9. Integrated Invoicing Solution
2.10 Auto-population of Tax Return from GST

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3. Platform Features
3.1. All Platforms: Desktop, Mobile, Browser
3.2. Offline Support
3.3. Developer API
3.4. High Availability, 24/7 Uptime
3.5. Pay for what you need

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1. Standard Features
1.1. Flexible Import formats for taking in Invoices
The first step of filing a GST return is uploading all your invoices to the GST System.
ClearTax will facilitate this by making import of invoices into the system very easy:

You can manually enter invoice data in the application

You can import from Excel formats
You can import from your local accounting system (for example: Tally)
You can import invoices from your ERP system (for example: SAP)

The invoices uploaded into the ClearTax system will be automatically published to the
GSTN system. This publishing can happen in a configurable manner: with options like
immediately, once a day, once a week, etc.
Along with invoices you raise to your buyers, you can also upload invoices received from
your suppliers here. These invoices will be automatically matched against the GSTR-2
populated from your suppliers GSTR-1.

1.2. Complete Support for all GST Return Preparation and Filing
ClearTax supports all types of GST Returns, and will support all different types of
reporting heads (B2B, B2C, E-Commerce, imports, etc), different situations like normal
GST charge, reverse charge, TCS, etc.
Our solution is comprehensive and will allow for all types of use cases. You can do your
entire GST compliance on a single platform.

1.3. Reconciliation of returns, input credit and of ledgers maintained by

GST
1.3.1. GSTR 1 & GSTR 2
The GST process is very collaborative. ClearTax will facilitate automatic reconciliation of
invoices between suppliers and buyers.
Each user will play two roles in the system: as a seller, you will enter the invoices you
raise in the system and file a GSTR-1. ClearTax will reconcile this against the GSTR-2 filed
by the buyer and make sure that the details are correctly reflected. If there are any
amendments made by the buyer, the system will let you know and allow you to take the
appropriate steps.
As a buyer, you can enter all the invoices for your purchases in our system. ClearTax will
automatically reconcile this information against the invoices submitted by the supplier in
their GSTR-1. ClearTax will flag missing invoices from suppliers and let you add them to
your GSTR-2.

1.3.2. Input Credit & Ledgers

The GSTN system will maintain individual ledgers for each GSTIN liability ledger, cash
ledger and credit ledger. ClearTax will integrate the GSTNs ledgers into your account, let
you reconcile the input credit expected vs. the input credit available. We will also facilitate
automatic consumption of the input credit against your liability ledger (tax payments).

1.4. e-Filing Support with DSC Integration

For e-Filing any GST return, the return has to be digitally signed using a DSC (Digital
Signature Certificate). ClearTax will facilitate this, give two options to sign a GST Return:

USB Token based signature, with a desktop app

Online e-Sign using Aadhaar API

2. Enhanced Features
2.1. GST Rate Determination
While raising an invoice, you will need to know the correct GST rates to apply. The rate of
GST, and the type of GST (CGST & SGST, or IGST) will depend on a variety of factors:

The type of good / service HSN code in case of sale of goods, SAC code in case of
services
The state of the supplier
The state of the buyer, as well as the state in which supply is made

The rates may change over time. There may be specific provisions that apply to individual
states, or on specific types of goods or services.
The GST Rate Determination module by ClearTax will help you make the right choice
while actually raising an invoice. This module will be available as a online calculator in our
system, or as a software API / module that you can plug into your invoicing / ERP
systems, in order to always be up-to-date with the correct GST rates.

2.2. Alerting
ClearTax system will be able to intelligently watch the status of your invoices and returns
in the GSTN system, and raise alerts to you for your business needs.
Example alerts:

Alert when a buyer modifies an invoice raised on their name

Alert when a buyer rejects an invoice
Alert when there is a ITC mismatch
Alert when a supplier revises their GSTR-1 return and mentions your GSTIN
Etc

These alerts will allow your team to quickly react to actions taken by your suppliers and
buyers. Alerts may be context-sensitive, and give you an option to take an action right
then and there.
Since the GST ecosystem depends on collaboration in the whole supply chain, the
alerting module will be crucial if you have to respond to business needs on time.

2.3. Vendor & Client Management

The vendor & client management module will let you interact with your vendors
(upstream in the ecosystem) and clients (downstream), and collaborate together with
them.
Features:

Ability to see vendor rating and historical GST performance by the vendor
Email / SMS / WhatsApp notifications to vendors that miss their compliance
window
Historical analysis of vendors compliances in order to give estimate of future
performance

2.4. Custom Workflows & Automations

ClearTaxs system will adapt to your organisations workflows. You will be able to define
rules that the system will use to deal with incoming data. An example rule could be:

If a client modifies an invoice I have raised

Send an alert to the relationship manager for that client and assign this
case to them

These workflows and automations will be crucial for any medium to large sized company
to manage their GST compliance effectively. Since there will be a lot of data to deal with,
both from upstream vendors and downstream clients, it is critical that software is used to
automate parts of the workflow that can be automated in order to ensure timely
compliance.

2.5. Reporting
ClearTaxs GST platform will have rich and comprehensive reports. These reports will be
useful for compliance on time, finding outliers or missing information, statutory audits
and compliance needs, for making business decisions, etc

2.6. Complex Company Structures

GST registration will happen at state level.

It is a common occurrence that a single company has multiple places of business, and
will have multiple GST IDs registered. The compliance will need to be done at each state
level, but in ClearTax you will be able to see a consolidated view of your companys
compliances.
You can also add multiple organisations to your account, for holding / subsidiary
companies, etc. Complex org structures will require the ability to roll-up and see reports /
compliance activities at different levels.

2.7. E-Commerce Module

E-Commerce operators have their own section of GST rules devoted for them. The
e-commerce module of ClearTax will help e-commerce operators do their additional layer
of compliances, like deducting TCS, etc.

2.8. Third Party Integrations

ClearTax will integrate with third party solutions in order to import / export data related
to GST and accounting. We will provide connectors that you can plug-in to your existing
systems. These connectors will enable unidirectional and bidirectional flow of data
between systems.
Connectors are planned for accounting systems like Tally, and ERP platforms like SAP /
Oracle, etc.

2.9. Integrated Invoicing Solution

ClearTax will provide a fully GST-compliant invoicing solution that you can use to raise
invoices. These invoices will be seamlessly reflected in your GST return.

2.10 Auto-population of Tax & TDS Return from GST

ClearTaxs GST platform will have an option to automatically map the information in your
GST return to your Income Tax Returns and your TDS Returns. This will ensure that you
only have to enter your information once, and all your compliances are handled properly.

3. Platform Features
3.1. All Platforms: Desktop, Mobile, Browser
ClearTaxs GST platform will be available everywhere. You will be able to access it from
desktop clients, the browser or from mobile applications.

3.2. Offline Support

System will be designed in a way to facilitate offline working. This will ensure that you are
always able to continue running your business.

3.3. Developer API

The developer API will help your team integrate their in-house applications with ClearTax
and automate large parts of the workflow. Using our APIs, it will be possible to do deep
integrations into existing systems used by you.

3.4. High Availability, 24/7 Uptime

ClearTaxs GST platform is designed with high scaling requirements in mind, given the
need to meet periodic rush for filing deadlines. We will provide systems that are always
available, operational and up-to-date.

3.5. Pay for what you need

Pricing model will be very flexible and you will only be charged for the features you use.