visual udyog product overview

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CA Tax Portal Visual Udyog Product Overview

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Visual Udyog product overview

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Page 1: Visual Udyog product overview

Introduction

CA Tax Portal Visual Udyog

Product Overview

Page 2: Visual Udyog product overview

About Udyog

20+ years of transactional tax automation leadership,

14,000+ Tax Automation clients with Key Clients such as Delphi, Nestle, Avery Dennison. Kirloskar, ITC Filtrona among 100’s of major, 1000’s of midsize and 10,000 plus smaller enterprises depend on Udyog’s technology.

Our Offerings include:

Visual Udyog – Business Automation for SMEs

iTAX – Indian transactional tax processing engine

Taxilla – Tax and Process compliance platform with Indian taxes pre-configured

AddTax – Transaction time determination of tax type(s) and calculations

Transactor – Transaction time generation of Electronic and Printable documents

ERP Specific canonicals and integrator frameworks

Tax Automation Leader

Excise Service

Tax TDS EXIM VAT SEZ EOU ISD

Functional Coverage

Product Development

Implementing Services

Support Management

Udyog – One Stop Shop

for all taxation needs

2

Page 3: Visual Udyog product overview

Indirect Taxes

• Excise Manufacturing

• Excise Trading

• Service Tax

• VAT/CST

• Octroi

• Entry Tax

Statutory Compliances

• SEZ (Unit & Developer)

• Export Oriented Unit

• Export Documentation

• Import Documentation

• Export Licensing Schemes

Direct Taxes

• Payroll TDS

• Corporate TDS

• TCS

Payroll Taxes

• Provident Fund

• Professional Tax

• ESIC

• Gratuity

• Form 16

Udyog’s

Tax Portfolio

Page 4: Visual Udyog product overview

Product Suite

Visual Udyog Business Automation for SMEs

Visual Udyog is a comprehensive

business automation tool which

provides an accurate and

integrated solution for all your

business and tax compliance

needs.

Packages:

Visual Udyog Standard

Visual Udyog Professional

Visual Udyog Enterprise

iTAX Tax Processing engine for Global ERPs

Bolt-on System for performing tax

processing, credit management,

setoff calculations, and delta

capture by tax type.

Taxilla Tax Compliance on Cloud

Taxilla is the most comprehensive

tax automation platform which

facilitates accurate tax processing

and efiling by leveraging the power

of SaaS computing with domain

expertise in taxation.

Page 5: Visual Udyog product overview

Introduction

CA Tax Portal

Visual Udyog

Page 6: Visual Udyog product overview

The Visual Udyog Advantage

• Complete taxation solution with Excise, Service Tax, GTA, ISD, Works Contract, VAT, TDS, Octroi, Entry Tax

• Integrated Business Automation (A/C, Inventory, Order Processing)

• Powerful configuration settings to meet all your business needs

• MIS, BI Reports and Alerts for managerial decision making

• Customizable workflow, validations and fields to meet your specific industry requirements

• ERP features like Order Amendment, Automatic transaction posting, Branch Synchronization , Auto-BOM generation, group company support etc

• Report Wizard with multiple report formats and user defined filters

• Powerful multitasking, multiuser environment with SQL server backend.

• Well defined product roadmap with complete upgrade compatibility

Page 7: Visual Udyog product overview

Benefits of Automation

• Streamline your business processes

• Reduce costs, improve productivity

• Leverage industry best practices

• Stay compliant with tax rules and procedures

• More informed decision making

Page 8: Visual Udyog product overview

Visual Udyog

Excise

Trading

Service

Tax

Excise

Manufacturing

Financial

Accounting

VAT/CST

TDS

EXIM

Form

Tracking

Order

Processing

Inventory

Management

Stock

Reservation

Quality

Control

Production

Management Materials

Requirement

Planning

Costing

Multi-level

Approvals

Page 9: Visual Udyog product overview

Modules/Features VU Standard VU Professional VU Enterprise

Excise Tax

Any one Any one

Service Tax

TDS

VAT/CST

Core Accounting

Advance Accounting

Forms/Letters Module

Order Processing

Inventory Management

Integration with other A/C packages

Industry Specific Features

Enterprise Modules

MIS Reports

BI Reports

Customization Custom Fields, Triggers

Additional Screens, Reports

Additional Modules, Custom Workflows

– Feature is included in the module pricing

– Feature is not available

– Feature is available as an option

Page 10: Visual Udyog product overview

Modules/Features VU Standard VU Professional VU Enterprise

Order Amendment

Batch Costing

Item Variants

Warehouse-wise inventory management

Multi Company Sales Order Viability

Split Quantity Management

– Feature is included in the module pricing

– Feature is not available

– Feature is available as an option

Page 11: Visual Udyog product overview

Visual Udyog Standard

Low cost taxation solution

Basic accounting included

Statutory reports, returns included

Seamless upgrade to VU Professional on demand

Simple and easy to use solution for businesses with

standalone taxation needs. Ideal for SMEs with 7

users or less

Page 12: Visual Udyog product overview

Unique features of Accounting

Meets all the requirements for manufacturing, trading and service companies

Basic accounting with general ledgers, registers

Financial reporting with Balance sheet, profit and loss, trial balance

Creditor analysis (outstanding and aging) both bill-wise and party-wise

Interest reports on late payments, unsecured loans etc

Bank reconciliation

Zoom-in reports for drill-down analysis of ledgers

MIS reports for cash flow, account analysis, unallocated receipts and payments etc

Reminder letters for declaration and outstanding payments

Page 13: Visual Udyog product overview

Unique features of Excise Trading

Supports all types of Traders – Metal, Steel, Pharma, Chemical, Engineering, Clothing etc…

Fast Excise Invoice generation from purchase

Direct posting from invoice to RG23D register and Form-2 report

Multiple warehouses with option of warehouse transfer

Excise invoice with multiple item details

Variable duty rate selection while making invoice

Supplementary Invoice Tracking for purchase & sales

Automatic duty pass from purchase to sales

Shortage / Excess stock handling

Page 14: Visual Udyog product overview

Unique features of Excise Trading

Registers

Sales / Purchase Register Date-wise / Item-wise /

Party-wise

Sales / Purchase Register Date-wise / Item-wise / Party-wise

Zoom-in stock list

Sales Return / Commercial sales and purchase register

MIS Reports

Balance Stock Item-wise / Godown-wise / Party-wise

Buyer / Consignee List

Importer / Manufacturer / Supplier List

BI Drilldown reports for Modvat received, passed and

summary

BI Drilldown reports for stock balance position

Price list master report

Chart of Accounts

Excise Reports

RG 23D Godown-wise Register

Form-II

Total Cenvat Received / Issued

Bill-wise / Godown-wise

Annexure - D

Defacing Slip

Customizable Excise Invoice

Page 15: Visual Udyog product overview

Unique features of Excise Manufacturing

Industry specific process for Steel, Apparel, Pharma, Chemicals etc…

An option of Daily / Monthly posting

Calculation of Excise duty on the basis of Ad-Voleram / Ad-Quantum / MRP

Generation of multiple Invoice formats, Job work management, Group Companies Concept

Differential Rate Invoice entry, Loan licensing process, Automatic Duty Debit Posting

User definable percentage of Excise Duties

Export related activities (Rebate claim, CT-3 & Bond/LUT)

Direct posting of Sales return into RG23A Part I & II

MIS reports for Export, Front-office, Exporters etc…

Page 16: Visual Udyog product overview

Unique features of Excise Manufacturing

Statutory reports and returns

Proforma and Abstract for monthly returns for Input / Capital Goods under Rule 7

Monthly Revenue Reports and Stock Statements

ER – 1/2/3/4/5/6/7

Reports for Labor Job Units

Annexure II and Annexure VI/Subsidiary Challans for

Job Work

Annexure IV and V Stock Registers

Pending Labour Job Challans

Statutory registers

RG23C Part I / Part II

RG23A Part I / Part II

DSA – RG1 Register

Personal Ledger Account (PLA)

Cenvat Rule 7 Input and Capital

Input Service tax credit register

Duty Payable Report

Form IV for Non-Modvat Raw Materials

Page 17: Visual Udyog product overview

Visual Udyog Professional

Easy to setup and easy to use

Comes with Excise or Service Tax by Default

Preconfigured solution which includes A/C, Inventory &

Order Processing

MIS Reports included along with statutory reports

Ability to activate canned features or reports

Affordable and integrated solution for SME enterprises to

manage both their taxation and business. Ideal for

enterprises with 20 users or less

Page 18: Visual Udyog product overview

Unique features of Service Tax

Updated with Point of Taxation Process (Accrual Basis)

Support for marking services performed as Pure agent

Service tax input credit for Taxable, Exempt and Import services

Integrated with Regular transactions to avail input credit against service tax

Single bank payment / receipt against multiple bills or services

Computation of service tax on sales, debit note, credit note etc.. for ST3 report generation

Customizable Service Bill formats

ISD module for companies who want to distribute their input credit to their respective units

Statutory reports (ST3, GAR-7 Challan) & MIS reports

Page 19: Visual Udyog product overview

Unique features of Order Processing

Order Approval & Order Amendment

Orders Vs. Stock Available

Salesman wise Order booking

Graphical & Flexi-Grid report options for Pending orders

Complete Sales & Purchase Order management

Supports Concept of group Company

Standard pricing / Stockiest / Wholesale / Branch

Transfer pricing, Customized end-user Pricing

Standard quotation, Purchase request & more Zoom-In option from report

Page 20: Visual Udyog product overview

Unique features of Inventory Management

Stock Valuation, Stock Ledger, Stock List & Stock Ageing

Multiple Stock Valuation methods (FIFO/LIFO/Weighted Average)

Re-order Level Management & Split Quantity Management

Warehouse wise Inventory & WIP stock movement

Finished Goods costing

ABC Analysis

Serialized / Batch wise / Lot wise Inventory Tracking

Item variants based on Color, Pack size, Weight etc...

Standard quotation, Purchase request & more Zoom-In option from report

Page 21: Visual Udyog product overview

Visual Udyog Enterprise

Complete and flexible solution tailored for your business. Ideal for organizations looking for an end to end solution. Scalable to 100 users or more

Includes Enterprise features like:

Order Amendment

Quality Control

Scheduled Alerts

Multi-Currency

Export Documentation

Materials Requirement Planning

Branch Synchronization

Automated transaction entry

Configured for all business processes of all major industries

BI Reports for management decision making

Page 22: Visual Udyog product overview

Unique features of Payroll

Employee Database, career record & History

Payslip generation & Summary of Earnings

Deductions, Indemnity Calculations & Gratuity

Attendance Calculation & Employee Leave / Vacation Record

Summary pay-sheet for the company

Loans & Advances

Department wise, Category wise & Job wise payroll

Auto Integration with Bio-metric Access systems

ESIC reports / PF reports & Form 16

Page 23: Visual Udyog product overview

Unique features of TDS

Accounting for tax on partial / full payment of bills

Flexibility for auto and manual calculation of TDS

Complete tracking of each transaction from deduction to payment

Auto allocation of TDS

Exporting of data in NSDL compliant TDS file format

Challan management and printing for prompt and accurate filing of tax

Generates Form 16A, TDS Challan, TDS Computation and TDS payable reports

TDS Annexure – Deduction wise break-up of TDS

TDS e-returns (TDS 24Q, 26Q, 27Q, 27EQ)

Page 24: Visual Udyog product overview

Unique features of VAT/CST

Printing of Tax Invoice, VAT computation report, VAT returns

Purchase Tax Summary & Detail

Pre-defined list of sales & purchase classifications

Item wise sales register, Sales return register, Purchase register & Expense Purchase Register

Complete tracking of each transaction till annual returns

Sales Tax Form list

Sales Tax form remainder letter

Sales Tax form issue list detail

Sales tax form Receive list detail

Page 25: Visual Udyog product overview

Unique features of EXIM

EXIM

Export

Bank documents

Bank Realization Certificate

Import

Pre-shipment

Post-shipment

DBK reports

LC related reports

Advanced Authorization

Export Promotion

Capital Goods

Page 26: Visual Udyog product overview

Tax Compliance Cloud Platform –

“Taxilla”

© UDYOG. All rights reserved.

This presentation is for informational purposes only and may not be incorporated into a contract or agreement. All rights reserved.

26

Page 27: Visual Udyog product overview

© UDYOG. All rights reserved.

This presentation is for informational purposes only and may not be incorporated into a contract or agreement. All rights reserved.

27

Taxilla is the most comprehensive tax automation platform which

facilitates accurate tax processing and efiling by leveraging the

power of SaaS computing with domain expertise in taxation.

World’s #1

Tax Platform

on Cloud

It is not a

Software

It is a

Framework

Integrators

to ERPs

Inbuilt

Workflow

Management

Page 28: Visual Udyog product overview

TDS Excise

Manufacturing

Excise

Trading Service Tax VAT

TDS 24Q

TDS 26Q

TDS 27Q

TDS 27EQ

TDS

Corrections

ER 1

ER 3

ER 6

ER 8

FORM 2 ST - 3 Maharashtra

VAT

Taxilla Offerings

Karnataka

VAT

Delhi VAT

Daman VAT

Gujarat VAT

West Bengal

VAT

Tamilnadu

VAT

Page 29: Visual Udyog product overview

Taxilla – Product Differentiators

SaaS/Cloud Platform

All taxes, All location

Review Approval Workflow

Customized Workflow

Tax Configuration

Engine

Electronic Form Entry

Dynamic Delta Capture

Comprehensive Audit Trail

Online Mapping Integrated

user access Online Business

Validation Audit Friendly

Versioning

Integrator Infrastructure

Work Queues

SSAE 16 and ISO 27001 compliance (In process)

Live Support and

Knowledgebase

Page 30: Visual Udyog product overview

Introduction

CA Tax Portal

Canned Features

Page 31: Visual Udyog product overview

Canned Features

• Pay only for what you want

• Upgrade and Activate new features as you want and

when you want

• Available at a fraction of the cost of customization

• Completely supported by Udyog

• Ensure your features are upgradeable in future

Page 32: Visual Udyog product overview

Some of our Canned Features

• Transaction Amendment Process

• Process Inventory

• Quality Control/certification

• Barcode Generation

• Point of Sale

• SMS & User Alerts

• Stock Reservation

• Batch Processing

• Serialized Inventory

• Open order process

• Material Requirement Planning

• Udyog-Tally Integration

• e-Filing Report generation

Page 33: Visual Udyog product overview

Transaction Amendment Process

• Amendment module automates and captures history of all the

transactions and it is targeted to emerge as an asset for business

transactions.

• The main activities of Amendment is to:

Generate the amendment number and date for the selected

transactions

Capture the name, date and remark/reason of the person who

has amended the transaction

Maintain the history of the amendments made on each of the

Amended Transactions

Capture all amendment details in report format

Page 34: Visual Udyog product overview

Serialized Inventory This feature incorporates four different types of maintaining stock based on the

industries and their method of stock maintenance.

a) Batch wise Inventory:

Items are stored as separate entry having a unique Batch no. , Batch date, other specific

details.

b) Split Quantity Inventory:

Mostly maintained in Steel & Textile Industries where stocks are maintained in split

quantities

c) Lot number wise Inventory:

Another industry specific term used in Steel & Textile industries stores unique Lot no.

and other information can be stored.

d) Serialize Inventory:

Used in service industries where each Item has unique serial no

Page 35: Visual Udyog product overview

Barcode Generation

This feature is used to generate Barcode in different masters and

transactions and the generated Barcode can be used to track details of the

items in different invoices

Process Inventory

To make the processes fast and accurate, Process Inventory helps automating

different processes in the production chain

Quality Control/Certification

This feature is used to do quality control and certification of Items for

different transactions

Quality certificate can be generated for different quality processes conducted

on the items

Page 36: Visual Udyog product overview

SMS Feature

SMS or text messaging is an effective tool for business communications because of its

simplicity, ease of use and reach.

Customers can configure SMS at various point of transactions and able to trigger SMS

to the concern person or to a particular group.

User Alerts

This feature is helpful to schedule alerts at various point of transactions with

respective to the user roles

Alerts will be delivered to the designated users as per the scheduled setting

Stock Reservation

Stock Reservation is a feature in which we can reserve the stock against particular

Sales Order for Particular Party and against sales projection

Page 37: Visual Udyog product overview

Happy Customers

13,000+ and growing…….

Page 38: Visual Udyog product overview

Customer Speak

“ We have been using Excise Software for almost 2 years now and have found the software to

be both robust and user friendly. We have also received prompt support from Udyog for any

software updates and problem resolution.”

Naveen Kumar, Nitto Denko India Private Limted

” We are very much satisfied with the product and services of Udyog Software. We hope

that satisfactory services will continue to be provide to us in the future also”

Sundeep Nanda, Finance Manager, Hindustan Petroleum Corporation Limited

“It was indeed a complex project but the Udyog team have understood the

complexities very well and delivered the results accordingly.”

Sanjay Mathur, Avery Dennison (India) Pvt Ltd.

Page 39: Visual Udyog product overview

Mumbai Address : 203, Jhalawar,

E.S.Patanwala Estate, L.B.S. Marg,

Ghatkopar (West), Mumbai – 400086

(022) 67993535

[email protected] | [email protected] | www.udyogsoftware.com

Hyderabad Address : North East Block, First

Floor, Display building, NAC Campus,

Hitex, Hyderabad – 500032

(040) 23119180 / (040)23119181

New Delhi Address :1107, Chiranjiv Tower, 43,

Nehru Place, New Delhi – 110019.

(011) 46014181 / 6181

Nashik Address : Flat No.12, 3rd Floor, Ayodhya

Apartment, College Road, Nashik – 422005

91-80970 69136 (Mobile)

Pune

Address : Office No.4,1st Floor,

Bhakti Plaza, A-Wing, Opp. Aundh

Police, Pune-411007

(020) 6604 0080

Vapi Address :210, Sai Complex, 2nd

Floor, Near GIDC Char Rashta,

Vapi – 396195.

(0260) 3209608

Page 40: Visual Udyog product overview

Thank You

We look towards a new dawn ..

© UDYOG. All rights reserved.

This presentation is for informational purposes only and may not be

incorporated into a contract or agreement