Business Setup

  • Business Setup Process
  • Business Dashboard
  • GST Return Dashboard
1.

Setup Process

Once the Tax Return Preparer has Registered as a User and has setup its own Practice, the system will show this Dashboard. At the Top you will see the Menu that will provide the following Options:

1. “My Practice” : You see the list of all your Practice you have setup on GSTHero.
2. “My Clients” : You see the list of all your Clients added under the selected practice on GSTHero.
3. “Manage Clients” : You can Manage and edit individual clients with you have added on GSTHero.
4. “Manage Team” : You can Manage and edit your team and assign them to individual Businesses / GSTINs.
5. “Process Return” : You can start the return process of any specific Business / GSTIN by clicking on this button. You will be taken to the Dashboard of the specific Business / GSTIN.

2.

Setup Process

The Dashboard will provide list of all the Clients those have successfully registered as a User and added their business under your TRP Practice on GSTHero portal.

1. “Add Client” : You can add more clients by clicking on the button available under the All Clients Section.
2. “Process Return” : You can click on this button available against the individual business to process their GST returns.

3.

Setup Process

Once the Tax Return Preparer has Registered as a User and has setup its own Practice, the system will show this Dashboard. At the Top you will see the Menu that will provide the following Options:

1. “My Practice” : You see the list of all your Practice you have setup on GSTHero.
2. “My Clients” : You see the list of all your Clients added under the selected practice on GSTHero.
3. “Manage Clients” : You can Manage and edit individual clients with you have added on GSTHero.
4. “Manage Team” : You can Manage and edit your team and assign them to individual Businesses / GSTINs.
5. “Process Return” : You can start the return process of any specific Business / GSTIN by clicking on this button. You will be taken to the Dashboard of the specific Business / GSTIN.

4.

Setup Process

The Dashboard will provide list of all the Clients those have successfully registered as a User and added their business under your TRP Practice on GSTHero portal.

1. “Add Client” : You can add more clients by clicking on the button available under the All Clients Section.
2. “Process Return” : You can click on this button available against the individual business to process their GST returns.

5.

Setup Process

Once the Tax Return Preparer has Registered as a User and has setup its own Practice, the system will show this Dashboard. At the Top you will see the Menu that will provide the following Options:

1. “My Practice” : You see the list of all your Practice you have setup on GSTHero.
2. “My Clients” : You see the list of all your Clients added under the selected practice on GSTHero.
3. “Manage Clients” : You can Manage and edit individual clients with you have added on GSTHero.
4. “Manage Team” : You can Manage and edit your team and assign them to individual Businesses / GSTINs.
5. “Process Return” : You can start the return process of any specific Business / GSTIN by clicking on this button. You will be taken to the Dashboard of the specific Business / GSTIN.

6.

Setup Process

The Dashboard will provide list of all the Clients those have successfully registered as a User and added their business under your TRP Practice on GSTHero portal.

1. “Add Client” : You can add more clients by clicking on the button available under the All Clients Section.
2. “Process Return” : You can click on this button available against the individual business to process their GST returns.