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 2WHY 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 4COMPLIANCE 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 5LACK 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 6DASHBOARD – 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 9DASHBOARD – 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 10GET STATUS OF ALL YOUR TDS RETURNS ON A SINGLE
CLICK.
Copyright 2018 | All Right Reserved 11TDS – 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 12TDS – 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 13TDS – 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 14TDS – 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 15TDS – 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 16TDS – 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 17TDS – 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 18TDS 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 19STATUTORY REPORTS.
Separate Statutory report for all types of forms like:
• Form 16
• Form 12BA
• Form 16A
• Form 27D
Copyright 2018 | All Right Reserved 20CORRECTION 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 21MIS 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 22TOOLS.
Calculator for
• Interest on Late
Deduction/Deposit
• Late Fees
Copyright 2018 | All Right Reserved 23NEVER 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 24KEEP 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 25STICKY 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 26E-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 27WHATSAPP + 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 28OTHER 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 29MENU
03. INTERACTION
WITH GOVERNMENT PORTALSGENERAL 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 31TAXMANN’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 32TAXMANN’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 33MENU 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 35WHY 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 36BEST 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 37THANK YOU
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