Updated in July - 2024 | Subscribe to watch greytHR how-to video
Unite is an integrated marketplace within the greytHR platform, offering corporate customers and employees access to curated third-party products and services, all conveniently accessible within the greytHR ecosystem.
Unite introduces ClearTax, an integrated tax filing app within greytHR. This app facilitates simplified tax filing for your employees.
Following are the benefits of ClearTax:
Streamline tax filing for employees with easy access.
Enjoy zero cost to the employer for implementing ClearTax.
Provide employees with attractive discounts on tax filing services.
Easy Income Tax Returns (ITR) filing.
To navigate to the ClearTax app, click Unite by greytHR > Tax category > ClearTax.
As an admin, you can view the following tabs on the app:
Overview: This tab provides an overview of the ClearTax app.
About: This tab displays the information to understand ClearTax.
Integration: This tab provides the add-on features of the ClearTax app.
Pricing: This tab displays the different pricing plans.
Watch Demo: This tab provides a user guide video to learn more about the ClearTax app.
Support: This tab displays the contact information of the support representative.
FAQ: This tab provides the answers to common questions about ClearTax.
Reviews: This tab allows you to write a review and provide feedback.
You can perform the following actions on the ClearTax app:
Enable ClearTax for employees.
Request meeting with ClearTax representative.
Disable ClearTax for employees.
Update company profile.
As an admin, you must enable the ClearTax app for your employees making it easy for them to file their income tax returns. It is important to note that ClearTax does not require any information to be derived from greytHR.
To enable ClearTax, perform the following actions:
From the greytHR Admin portal, click Unite by greytHR > Tax category > ClearTax.
On the Unite by greytHR page, under All Apps, select the Tax category. The ClearTax app displays.
On the ClearTax card, click View Details. The card opens.
Click Get Started. The Please fill your Company Details form appears.
Enter the details such as Name of Contact, Email of Contact, Phone Number, and GSTIN to share with ClearTax.
Under the Following data is required for the application to function section, click View & Configure to view and configure the Company Details.
Click I Agree to the Terms of Service for this application checkbox after reading all the terms and conditions.
Click Accept & Proceed to enable the application.
Note:
Once enabled, the app becomes visible to employees in their ESS portals.
The app activates automatically and displays a page showing the duration since activation, the Total Users using the app, Users added in last 30 days, and Number of Tax Filings Initiated.
Additionally, it features a demo video on ClearTax. You can share the demo video with your team through email by clicking the Share with your team link.
We recommend you fully understand the app by browsing through the About, Pricing, Support, and FAQ tabs. For more information, you can request a meeting with the ClearTax representative.
To request a meeting to understand more about an app, perform the following actions:
From the greytHR Admin portal, click Unite by greytHR > Tax category > ClearTax.
On the Unite by greytHR page, under All Apps, select the Tax category. The ClearTax app displays.
On the ClearTax card, click View Details. The card opens.
Click Request Meeting. A pop-up appears.
From the Reason for the meeting dropdown list, select the required reason.
In the Agenda for the meeting textbox, enter the agenda.
Under Book your slots, from the Slot 1 dropdown calendar, select a date.
From the Time dropdown list, select the required time slot.
Note: Similarly, select the Date and Time for Slot 2 and Slot 3.
Click Next to confirm your contact details.
Under the Provide Contact Details section, enter details such as Name, Email, Phone Number, and Company Name.
Click Submit. The Meeting has been requested successfully and a confirmation email has been sent message appears.
Once you book the meeting, the selected app representative will give you a slot on the selected date and time. Kindly note that greytHR is not part of the booking and demo process.
To disable the ClearTax application, perform the following actions:
From the greytHR Admin portal, click Unite by greytHR > Tax category > ClearTax.
On the Unite by greytHR page, under All Apps, select the Tax category. The ClearTax app displays.
On the ClearTax card, click View Details. The card opens.
Click the Settings icon available on the right side of the page. The page displays the Company Profile and Access Control tabs.
Under the Access Control tab, in the Disable App section, click the Disable App and Revoke Access for All (Including Admins) option. A pop-up appears.
Click Yes. Employees can no longer view the disabled application in their ESS portal.
From the greytHR Admin portal, click Unite by greytHR > Tax category > ClearTax.
On the Unite by greytHR page, under All Apps, select the Tax category. The ClearTax app displays.
On the ClearTax card, click View Details. The card opens.
Click the Settings icon available on the right side of the page. The page displays the Company Profile and Access Control tabs.
Under the Company Profile tab, enter the details such as Company Website, GSTIN, Industry, State, City, and Contact Details.
Click Save to update the company profile information. A success message appears.
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