šClear Tax
Process to enable ClearTax Integration with Pocket HRMS and use it for filing taxes.
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Process to enable ClearTax Integration with Pocket HRMS and use it for filing taxes.
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This page provides the steps to enable and disable ClearTax integration with Pocket HRMS and file taxes using this integration.
Pre-requisites:
āļø Admin credentials
āļø User rights
Note - Kindly contact your Admin/HR for rights if you are not able to perform the steps below.
Step 1: Go to the āPocket HRMS Marketplace' by selecting the marketplace icon at the top right corner of the page.
Step 2: Select the 'Add' button next to the ClearTax option.
Step 3: Click on the āYesā button on the pop-up. You will receive a notification informing that the record was saved successfully.
Step 1: Go to the āPocket HRMS Marketplace' by selecting the marketplace icon at the top right corner of the page.
Step 2: Select the 'Remove' button next to the ClearTax option.
Step 3: Click on the āYesā button on the pop-up. You will receive a notification informing that the record was saved successfully.
How to use ClearTax Integration:
Step 1: Select āMy Appsā and then āClearTaxā from the left side menu.
Step 2: Select the āAssessment Yearā. You have 2 options to select Form 16:
Share automatically from Pocket HRMS: Pocket HRMS will automatically fetch your tax details and send it to ClearTax.
Upload Form 16 (manually): You need to click on the āBrowseā button and upload Form 16 manually. Pocket HRMS will parse the details to ClearTax.
Agree to the ClearTax terms and conditions by checking the box next to it, and click on the āSubmitā button to submit your Form 16 to ClearTax.
Step 3: You will be redirected to the ClearTax website, where your tax details provided by Pocket HRMS will already be visible. Click on the āE-File your Tax Return Nowā button to proceed.
Step 4: You need to sign in using either your ClearTax credentials or Google credentials to proceed with income tax filing.
Note:
If you are unable to enable or disable the ClearTax integration, kindly contact us at support@pockethrms.com
For any ClearTax-related queries, kindly contact them at support@cleartax.in