Next Gen GST ready Accounting from EZTax.in

Transcription

1 Next Gen GST ready Accounting from EZTax.in India s most easiest, effortless accounting software for 1. Billing / Invoicing 2. Accounting 3. GST Returns 4. Annual Tax Compliance 1. Go to 2. Click on the Register button

2 EZTax.in GST Login Page 1. Click on the button for New Register person 2. After Creating Account Give Your register ID & Password 3. Login Now Click for Our Other Services

3 Setup your Business 2. Click Edit to Change Business information Add a New Business 1. Click on the logo to change 3. Select a Business to Transact

4 Business Setup 1. Click Edit to Detailed Business information 2. Click on Update After Fill the all above Details

5 Upload Old invoices (Optional) 3. Upload corresponding Excel. Supporting Excel Formats 2. Click to Download EZ Excel 1. Go to Create Invoice Screen

6 Create a Tax Invoice Add a new customer Reverse Charge Upload Excel Customer Address Business Name & GSTIN Number Customer Name Customer GSTIN Number Invoice Due Date Tax Invoice Dates Add Multiple Products Direct Pay GST Rates Summary Issue Tax Invoice Save as Draft Save as Template

7 Manage Invoices Search Invoices No of Invoices Analytics: Total Revenue Amounts Total Receipts Total Receivable Create an Invoice List of Invoices Batch Pay (Bulk Payment) Credit/Debit Note

8 Create Delivery Challan Due Date DC Date Issue Delivery Challan Save as Template

9 Manage DCs Create a DC Click on the Customer Name to view all Particulars

10 Create a Bill of Supply Direct Pay Option Issue a Bill

11 Manage Bills Total Revenue Amounts Total Amount of Receipts Create a Bill No of Bills Click on the Customer Name to view all Particulars

12 Create Estimates Valid Date Estimate Date Issue Estimate

13 Manage Estimates Total Est. Revenue Amounts Converted Invoices Add to Create Estimate No of Estimates Click on the Customer Name to view all Particulars

14 Update an Estimate & Conversion Update Estimate Convert Estimate To Invoice

15 Add a Purchase Purchase Date Save Purchase

16 Manage Purchases Total Purchase Amount Total Paid Amount Payable Amount Create a Purchase No of Purchases Credit/Debit Note Click on the Supplier name to view all Particulars

17 Add an Expense Payment Mode Expense Date Save Expense

18 Manage Expenses Add to Create Expenses Click on the Supplier name to view all Particulars

19 Dashboard Weekly Sales Graph Profit & Loss Graph Analytics Latest Sales Transactions

20 Customers Upload Customer Data using EZ Template Download template to upload Customer data Add a new Customer Customer Details Check to send SMS Check to send Mails

21 Suppliers Add a new Supplier Supplier Details

22 Contacts Customer Info Supplier Info Touch to Dial Touch to get Directions

23 Products Upload Products Data using EZ Template Download EZ Template to upload Products data Add a new Product Products Details Remaining Stock & Alerts Get to know the Stock Adjustments

24 Customer 360 Select the Entity eg. Customer Type a Customer Name to Select Customer Details Print Customer Transaction Details

25 Vouchers Add a New Voucher

26 GSTR-1 Returns Click to Download JSON file (GSTIN Portal accepted file ) Click On EZ Button to Import Data Upload Your Invoice Data Using EZ Excel

27 GSTR-3B Returns Click to get the new Data Click to get add the new Invoices

28 Reports P&L Report Print the Report

29 Balance Sheet Print the Report

30 support@eztax.in