2018 Copyright | All Rights Reserved

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2018 Copyright | All Rights Reserved
© 2018 Copyright | All Rights Reserved
2018 Copyright | All Rights Reserved
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

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MENU

    01. NEED FOR
SPECIALIZED SOLUTION
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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

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COMPLIANCE BURDEN.

    Whether ITR reached
         to DIT or not?

                          How many client’s works
                          is pending?

     Need to remember
      various due dates

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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?

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MENU

    02. WALKTHROUGH
OF ONE SOLUTION SOFTWARE
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MULTIPLE COMPLIANCES – ONE SOLUTION.

         TDS       Income Tax   Audit

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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

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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

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GET STATUS OF ALL YOUR TDS RETURNS ON A SINGLE
CLICK.

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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

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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

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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

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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

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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

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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

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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

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TDS RETURN GENERATION.

» Generate return separately for 24Q, 26Q, 27Q or 27EQ.
» Option to generate return with or without Default Predictor Notice

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STATUTORY REPORTS.

Separate Statutory report for all types of forms like:
     • Form 16
     • Form 12BA
     • Form 16A
     • Form 27D

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CORRECTION STATEMENTS.

» Correction Statement separately for Form 24Q, 26Q, 27Q and 27EQ
» Request can be placed to TRACES directly from the software

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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…

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TOOLS.

Calculator for
     • Interest on Late
         Deduction/Deposit
     • Late Fees

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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

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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

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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

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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

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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

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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

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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

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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)

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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

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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

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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

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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

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THANK YOU
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