To add clients you have to enter GSTIN only. All related information like legal name, trade name, registration date, cancellation date, registration type (composition or regular) are fetched from GSTN servers. If you want to change name of clients then you can do that after importing by edit client.
For adding clients, you have two options –
1) Import multiple clients in a single time
Go to Import client from left menu.
Copy/paste all GSTIN and select the tags if you want to add tags to those clients and click on Import all clients. All the details will be fetched from GSTN portal and saved in database. It will take some time, so please keep patience.
***We do not allow single GSTIN to be saved multiple times. Also, if a GSTIN is already saved 3 times in our system by any of our users then we do not allow to save that GSTIN. This is for stopping misuse of our free trial.***
Also, we only saves GSTIN which is registered in regular scheme. UIN and GSTIN registered in composition scheme will not be saved and error is shown.
2) Add one client at a time
Click on client List from left menu and then click on Add button on right top.
A new page will open with option to add details. Add the GSTIN and press tab button. All the details will be auto-fetched from GSTN. You can change the details if you want.
You can also export the clients details from client list page.
In TaxAdda RSC, you can also check whether quarterly or monthly is selected for a client for every quarter.
To do this, click on QRMP from left menu. On page, select the quarter and select tag if you want and click on search button.
It will show a list of all clients. Clients which have registration date after end of quarter or cancellation date before start of quarter are filtered out.
Click on update status button to check status for all clients or you can check status of individual client by clicking check button against such client.
To check return status go to Return Status from left menu. Select the return type and period.
If you want to check for clients with specific tags, select one or more tags and the clients will be filtered on basis of selected tags.
To check for all the clients which are showing, click on “Check all client status” button. You can also check status for an individual client by clicking on check in rightmost column.
You can check status from July 2017 onwards.
While showing clients in this page, the application also considers whether that return is required to be filed or not as per the registration date and cancellation date. For example: If a client is registered in month of May 2019 and you have selected April 2019 then such client will not be shown in the list. Note that cancellation date is only updated when you update it manually for the GSTIN.
“Not Checked” status means that the status for client for selected return type and selected period has not been checked before. While “Not filed” status means that the return is not filed.
Status of Filed means the return is filed. This status comes only when return is filed and verified with EVC/DSC also. We also show date of filing (if filed) and date & time of last checking of status.
To export return status in an excel file, click on Export button on return status page. Return status of all the selected return type and period will be exported in an excel file.
Tags can be used to group the clients. For example: You want to create a list of clients to whom you have to give preference in providing services. You can create a tag with name Preferred Clients and add such tag to those clients.
Now when you check return status, you can filter on this tag. Now you will see those clients only and you can see which client’s return is not filed.
Using tag is optional and you can also add more than one tag to a client.
Click on dropdown and select Add tag to create a new tag or go to Tag page from left menu and click on Add Tag button.
You can add tags to clients by selecting in tags dropdown at time of importing clients. You can also go to Tag page from left menu and click on Add or Remove clients button. All the clients will be shown there and you can add or remove clients from that tag.
To use a tag, select one or more tag on return status page or QRMP page and all the clients with selected tags will be filtered. There is also an option of clients with no tag, to show all clients which doesn’t have tag allocated to it.
When importing clients, if you add tags and some/all of the clients are already there then an option will come to add selected tags to the already existing clients. This way you can add a tag to already existing clients also.
To purchase credits, click on Upgrade Now button on top left. Select the number of credits you want to purchase and make payment.
You can use credits for a period of one year from date of purchase. You can also check return status up to one year from date of purchase.
To delete a client, go to client list from left menu. Click on delete icon against that client and click yes on confirmation popup.
Also note that when you delete a client, credit will NOT be added back to your account. It is to stop the misuse of system.