Tag: cleartax

You must add owner IDs for each tax registration number in a subsidiary record. These owner IDs are used for authentication during the certification process. Your GSP will provide these IDs.  To add owner IDs for tax registration numbers in a subsidiary record:  Go to a subsidiary record.  Click the Tax Registrations subtab.  In the Owner ID… Continue reading Adding Owner IDs in Subsidiary Records

To assign e-document packages to customers, perform the following steps:  Go to Lists > Relationships > Customers.  Select the customer from the list to assign an e–document package.  Click the E–Document subtab and select an e–document package from the E–Document Package field.  Click Save.  Note: E-document package defining in a customer record is very important because without defining the package… Continue reading Assign E-document packages to Customers