After login user will be redirected to the desktop page
Here, There are two types of initial actions are available: Import your customer and Create your customer
- Import your customer:
- If you have a customer list in bulk then you can import your customer by clicking on Import Your Customer button.
+−⟲
- Import company pop-up will open and you need to click on the Download Sample file button to add your customer company data.
+−⟲
- Now, select the sample file to edit and insert the data accordingly into it.
- Once you prepare data in the sample file, click on the Upload button.
+−⟲
- After uploading, go to the My Company page to view the progress bar displayed for the import process.
- Once the data is successfully imported, all your customer companies are displayed on the My Company page.
+−⟲
- Create your customer:
- If you have limited customers and want to add it manually, then click on Create your Customer button.
+−⟲
- Now, a pop-up will be shown where you can enter your customer GSTIN Number.
- Once you enter the GSTIN number, it will automatically fetch and display the name of your customer company.
+−⟲
- The Create button generates and displays your customer company name successfully.
- Both actions are available on the My Company page making it easier to process.
+−⟲
+−⟲
| Name | Description |
|---|---|
| Import | Here you can Import your Companies in bulk through Excel file format. |
| Create Company | Here you can create a new Company by adding GST number. |
| Company Type Tabs | Here you can check companies with predefined Filters tabs according to company types like Monthly, Quarterly, GSTR-1/IFF, GSTR-3B and CMP-08. |
| Search field | Here you can search companies with their PAN no., GSTIN or Names. Also, you can use Column search and show/hide column options next to the search field for more search related activities. |
| GST Icon | This icon can redirect you to GST Portal with preset Credentials you have added for the company. |
| Company name | Here you can see Company name and its details. Here R identifies as a Regular for company type and Q identifies as a Quarterly for company’s filing frequency. |
| GSTR-1/IFF Status | Here you can check status of the current quarter months. Red fonts indicate as not filed and Green indicates as filed. |
| GSTR-3B Status | Here you can check status of the current quarter months. Red color fonts indicate as return not filed and Green indicates as filed. |
| GSTR-9 Status | Here you can check status of the current financial year. Red color fonts indicate as return not filed and Green indicates as filed. |
| GSTR-9C Status | Here you can check status of the current financial year. Red color fonts indicate as return not filed and Green indicates as filed. |
| Return | Here you will get Return filing options like GSTR1, GSTR3B, TDS/TCS Credit Received, Nil and GSTR9. |
| Report | Here you can check multiple reports related to the return filing and Electronic Ledger. |
| Filing Status Check | By clicking this icon, you can update and check the current filing status of the particular company. |
