ClearTax User Web Journey for Corporates.pdf

Aug 13, 20230 likes9 views

The document outlines the user journey for self-filing an income tax return (ITR) using an online tax filing platform. It describes the 7 main steps: 1) clicking a call-to-action button, 2) uploading a Form 16 or beginning without one, 3) verifying and populating details or registering for pre-filling, 4) entering additional information, 5) clicking to pay and file, 6) easily filing in 6-7 minutes, and 7) receiving an acknowledgment number. Helpful tabs are provided and capital gains, deductions, and payments can be automatically populated to simplify the process.

Simplifying Finance.
Connecting Businesses.
SaaS for • Invoices • Payments • Tax •
Credit

Step 2: Customer uploads his Form 16 or begins his Tax ﬁling journey without F-16.
Self Filing ITR User Journey (2/27)

CT platform reads the F-16 and all of the data gets auto-parsed.
Name & PAN Company name & TAN
Self Filing ITR User Journey (3/27)

Self Filing ITR User Journey (4/27)
Step 3(a): User just has to verify and populate the remaining relevant details.

Self Filing ITR User Journey (5/27)
Step 3(b): Users can also register their PAN to opt for preﬁll,e-veriﬁcation and enjoy
other beneﬁts.

Self Filing ITR User Journey (7/27)
Users have to enter the mobile number or email id registered with IT Portal

Self Filing ITR User Journey (9/27)
On submitting the OTP, the user gets successfully registered and can choose to
proceed with preﬁll.

Self Filing ITR User Journey (10/27)
The platform automatically pre-ﬁlls the tax returns

Self Filing ITR User Journey (11/27)
User can verify the consolidated overview of his salary, deductions and proceed to e-ﬁle

Self Filing ITR User Journey (12/27)
Step 3(c): Go through the remaining steps and verify the information. Add-on
informative tabs are provided in case of any doubt.

★ If the user has any capital gains via; stocks, mutual funds, intraday, derivatives etc. ,they can
ﬁnd their broking ﬁrm among the listed investment platforms
Self Filing ITR User Journey (13/27)

★ User selects the brokerage to login into their account
Self Filing ITR User Journey (14/27)

Deductions are auto-populated from Form-16 of the user.User can review and conﬁrm the deductions.
Self Filing ITR User Journey (14/27)

Self Filing ITR User Journey (22/27)
In case of Advance Tax payment or self assessment tax user gets a chance to add the
entries.

Self Filing ITR User Journey (23/27)
Step 4: User needs to enter the additional information for IT Returns.

Self Filing ITR User Journey (25/27)
Step 5: User clicks on the E-ﬁle my Income Tax Returns tab.

Self Filing ITR User Journey (25/27)
Step 5: User clicks on the Pay & E-ﬁle my Income Tax Return tab to pay and complete
his ITR Filing journey.

Self Filing ITR User Journey (26/27)
User ﬁles the returns easily in 6-7 mins and enjoys a hassle-Self experience.The user
can then E-verify the returns and claim rewards.

Self Filing ITR User Journey (27/27)
The ITR Acknowledgement number is shared with the user after successful
ﬁling,detailed reports can be downloaded by the user from within his account for
current and previous years.

The document provides an overview of the e-filing process for income tax returns in India. There are three options for e-filing: with a digital signature where no paper return is needed, without a digital signature requiring filing form ITR-V, or through an e-return intermediary who assists with filing. New income tax return forms ITR1 through ITR8 were notified for assessment year 2007-2008. The e-filing process involves selecting a return form, preparing the return offline, uploading the XML file, receiving an acknowledgment, and if not digitally signed, printing and submitting the ITR-V form.

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ClearTax User Web Journey for Corporates.pdf

1. Simplifying Finance. Connecting Businesses. SaaS for • Invoices • Payments • Tax • Credit

2. Step 1: Customer clicks on the call to action button present on the banner and emailer communication, they get redirected to an exclusive co-branded partner page(for reference) Self Filing ITR User Journey (1/27) Your Logo xyz

3. Step 2: Customer uploads his Form 16 or begins his Tax ﬁling journey without F-16. Self Filing ITR User Journey (2/27)

4. CT platform reads the F-16 and all of the data gets auto-parsed. Name & PAN Company name & TAN Self Filing ITR User Journey (3/27)

5. Self Filing ITR User Journey (4/27) Step 3(a): User just has to verify and populate the remaining relevant details.

6. Self Filing ITR User Journey (5/27) Step 3(b): Users can also register their PAN to opt for prefill,e-verification and enjoy other benefits.

7. Self Filing ITR User Journey (6/27)

8. Self Filing ITR User Journey (7/27) Users have to enter the mobile number or email id registered with IT Portal

9. Self Filing ITR User Journey (8/27)

10. Self Filing ITR User Journey (9/27) On submitting the OTP, the user gets successfully registered and can choose to proceed with preﬁll.

11. Self Filing ITR User Journey (10/27) The platform automatically pre-ﬁlls the tax returns

12. Self Filing ITR User Journey (11/27) User can verify the consolidated overview of his salary, deductions and proceed to e-ﬁle

13. Self Filing ITR User Journey (12/27) Step 3(c): Go through the remaining steps and verify the information. Add-on informative tabs are provided in case of any doubt.

14. Self Filing ITR User Journey (12/27) Step 3(c): Go through the remaining steps and verify the information. Add-on informative tabs are provided in case of any doubt.

15. ★ If the user has any capital gains via; stocks, mutual funds, intraday, derivatives etc. ,they can ﬁnd their broking ﬁrm among the listed investment platforms Self Filing ITR User Journey (13/27)

16. ★ User selects the brokerage to login into their account Self Filing ITR User Journey (14/27)

17. Self Filing ITR User Journey (14/27)

18. Self Filing ITR User Journey (14/27)

19. Self Filing ITR User Journey (14/27)

20. Deductions are auto-populated from Form-16 of the user.User can review and conﬁrm the deductions. Self Filing ITR User Journey (14/27)

21. Self Filing ITR User Journey (21/27)

22. Self Filing ITR User Journey (22/27) In case of Advance Tax payment or self assessment tax user gets a chance to add the entries.

23. Self Filing ITR User Journey (23/27) Step 4: User needs to enter the additional information for IT Returns.

24. Self Filing ITR User Journey (25/27) Step 5: User clicks on the E-ﬁle my Income Tax Returns tab.

25. Self Filing ITR User Journey (25/27)

26. Self Filing ITR User Journey (25/27) Step 5: User clicks on the Pay & E-ﬁle my Income Tax Return tab to pay and complete his ITR Filing journey.

27. Self Filing ITR User Journey (25/27)

28. Self Filing ITR User Journey (25/27)

29. Self Filing ITR User Journey (26/27) User ﬁles the returns easily in 6-7 mins and enjoys a hassle-Self experience.The user can then E-verify the returns and claim rewards.

30. Self Filing ITR User Journey (27/27) The ITR Acknowledgement number is shared with the user after successful ﬁling,detailed reports can be downloaded by the user from within his account for current and previous years.

31. Thank you

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