2018 Copyright | All Rights Reserved
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AGENDA. 1 PAGE NEED FOR SPECIALISED SOLUTION 03 2 WALKTHROUGH OF ONE SOLUTION SOFTWARE 07 3 INTERACTION WITH GOVERNMENT PORTALS 30 4 REASONS TO BUY 34 Copyright 2018 | All Right Reserved 2
WHY YOU MUST HAVE A SOFTWARE FOR COMPLIANCES? Multiple Auto- Archival of Decrease in Easier User Compliances Calculations database for all the chances of Interface available the clients error caused by repetitive input of the same data Copyright 2018 | All Right Reserved 4
COMPLIANCE BURDEN. Whether ITR reached to DIT or not? How many client’s works is pending? Need to remember various due dates Copyright 2018 | All Right Reserved 5
LACK OF CENTRALIZED SUPPORT. General Questions in Mind (To whom to contact) Not being able to generate XML for ITR Filing The TDS return preparation utility not working in my system Solution(s) provided by Customer Support will work or not? Copyright 2018 | All Right Reserved 6
DASHBOARD – ONE ANSWER TO ALL YOUR CONCERNS. • Form Wise details of returns filed or pending for the relevant quarter • Due dates relevant for TDS • Latest Statutory Happenings related to TDS Copyright 2018 | All Right Reserved 9
DASHBOARD – ONE ANSWER TO ALL YOUR CONCERNS. Some of the features of dashboard: » Create client one by one » Create multiple clients at the same time through excel bulk import » Universal search allows user to search anything from client listing at the dashboard » Bulk-email allows user to send email to multiple clients at the same time » Log-In Report provides log of the software, which user logged into the software and last visited page in the software » Customize feature allows user to display the content on client listing as per user convenience » Export feature allows user to export client list into excel format » All client details can be viewed on a single click Copyright 2018 | All Right Reserved 10
GET STATUS OF ALL YOUR TDS RETURNS ON A SINGLE CLICK. Copyright 2018 | All Right Reserved 11
TDS – CLIENT CREATION. Client Creation 1. Create client one by one through manual entry, or 2. Easily create client using Conso files in TDS • Bulk Import using zip folder, or • Create one by one using individual files Copyright 2018 | All Right Reserved 12
TDS – BANK MASTER AND AUTHORIZED PERSON MASTER. Bank Master 1. Enter Bank details through Manual entry, or 2. Bulk Import from Conso file Authorised Person Master 1. Create Authorized Person Master by Manual entry, or 2. Import from other client, or 3. Bulk/Single Import from Conso file Copyright 2018 | All Right Reserved 13
TDS – DEDUCTEE/ EMPLOYEE MASTER. Modes of creating Deductee/ Employee Master: 1. Manual entry, or 2. Bulk Import from Excel sheet, or 3. Bulk Import from Conso file Copyright 2018 | All Right Reserved 14
TDS – GRADE MASTER. Grade Master – To create multiple deduction entries 1. Salary with an option to customize Salary component 2. Other than Salary 3. TCS Copyright 2018 | All Right Reserved 15
TDS – CHALLAN CREATION AND VERIFICATION. 1. Create Challan separately for 24Q, 26Q, 27Q, 27EQ 2. Get Challan from OLTAS 3. Bulk/Single Verification of Challan Copyright 2018 | All Right Reserved 16
TDS – CREATION OF DEDUCTION ENTRY AND SPLIT ENTRY. 1. Creation of deduction entry separately for 24Q, 26Q, 27Q, 27EQ • Manually, or • Import from Excel sheet 2. Split a deduction entry – in case challan amount is not sufficient to map with deduction entry Copyright 2018 | All Right Reserved 17
TDS – MAPPING/ ADJUSTMENT OF DEDUCTION ENTRY WITH CHALLAN. » Mapping can be done for deduction entries separately for 24Q, 26Q, 27Q, 27EQ » Mode of Mapping: Manually by selection of deduction entry one by one, or » Auto mapping by single click Copyright 2018 | All Right Reserved 18
TDS RETURN GENERATION. » Generate return separately for 24Q, 26Q, 27Q or 27EQ. » Option to generate return with or without Default Predictor Notice Copyright 2018 | All Right Reserved 19
STATUTORY REPORTS. Separate Statutory report for all types of forms like: • Form 16 • Form 12BA • Form 16A • Form 27D Copyright 2018 | All Right Reserved 20
CORRECTION STATEMENTS. » Correction Statement separately for Form 24Q, 26Q, 27Q and 27EQ » Request can be placed to TRACES directly from the software Copyright 2018 | All Right Reserved 21
MIS REPORTS. » Taxmann’s One Solution generates ready-to-use reports which can be shared with clients and help them in better compliance management. » Features of Taxmann’s One Solution Reports: 1. Generation of report in Excel or PDF 2. Option to generate monthly/quarterly MIS report 3. Facility to e-Mail a report instantly 4. And many more… Copyright 2018 | All Right Reserved 22
TOOLS. Calculator for • Interest on Late Deduction/Deposit • Late Fees Copyright 2018 | All Right Reserved 23
NEVER MISS A DUE DATE. » A calendar is provided to see upcoming due dates, whether it is of ITR/Audit or TDS » Never miss a meeting – Set reminder and auto alerts in Taxmann’s One Solution itself » Send a Wish – Auto-sync client’s birthdate with the calendar, so you can greet them Copyright 2018 | All Right Reserved 24
KEEP YOURSELF UPDATED. » Latest Statutory Updates – Apart from your compliances, we keep you abreast with the latest happenings in the dynamic world of taxation » All Updates at One Place – We provide law related updates of Income-Tax, TDS directly on your dashboard. » Relevant Case Laws – Relevant case laws which may impact your compliance related decisions are sent directly to your dashboard Copyright 2018 | All Right Reserved 25
STICKY NOTES. » A perfect substitute for paper sticky notes – Maintain client wise sticky notes in the software » Save your resources from repetition of task, just mention the status last worked upon in sticky notes Copyright 2018 | All Right Reserved 26
E-MAIL. » Taxmann’s One Solution provides you an ease of sending e-mails without even opening your mail box » No need to remember e-Mail IDs of your clients, One Solution does that for you Copyright 2018 | All Right Reserved 27
WHATSAPP + TAXMANN’S ONE SOLUTION. » WhatsApp is one of the most preferred communication channels nowadays » Taxmann’s One Solution integrates with your own WhatsApp and allows you to send Whatsapp messages to your clients » Integration with your Dashboard Copyright 2018 | All Right Reserved 28
OTHER FEATURES. Listing of Clients User Management Miscellaneous = Customizable Listing = Create users and = Bulk e-Mails assign them roles (like = Client-Wise Document read only etc.) = Useful Utilities Management = Log-in History = Export Client Data in excel Copyright 2018 | All Right Reserved 29
MENU 03. INTERACTION WITH GOVERNMENT PORTALS
GENERAL PROBLEMS FACED BY A USER. Credential management for different websites is a difficult task Information like 26AS can be seen from Govt. portals however, manual input is required Complex and different workflow for every website Copyright 2018 | All Right Reserved 31
TAXMANN’S ONE SOLUTION + GOVT. PORTAL INTEGRATION. Direct Import of Integrated Services Details in Software at One Place (Avoid Manual Input) Credentials Management (No Common User need to remember Interface User IDs/ Password) Copyright 2018 | All Right Reserved 32
TAXMANN’S ONE SOLUTION + GOVT. PORTAL INTEGRATION. TRACES Download Form 16 and Send Request for Track Request Status Form 16A Conso file Challan Get Challan from OLTAS And Many More… Verification Copyright 2018 | All Right Reserved 33
MENU 04. REASONS TO BUY
WHY YOU SHOULD BUY? Simplified Detailed Concise Approach Single Level Input User Interface Computation for Small Assesses Simplified Customizable Horizontal Consolidation of Error Computation Financial Financials Navigation Report Statement Copyright 2018 | All Right Reserved 35
WHY YOU SHOULD BUY? Comparison Multi-User We Take Advance of Financial & Role Care of the Law Dashboard Statements Management Prepare Track Compliance Real Time Download Data by Status Ledgers Reports Importing of excel Copyright 2018 | All Right Reserved 36
BEST IN-CLASS CUSTOMER SUPPORT. » We give you support through all the possible modes » Expert for an expert – Support is given by expert professionals » Centralized support for all your concerns » Extended hour support available during peak timings Copyright 2018 | All Right Reserved 37
THANK YOU
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