visual udyog product overview
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Visual Udyog product overviewTRANSCRIPT
Introduction
CA Tax Portal 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
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
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.
Introduction
CA Tax Portal
Visual Udyog
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
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
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
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
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
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
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
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
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
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…
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
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
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
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
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
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
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
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)
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
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
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
© 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
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
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
Introduction
CA Tax Portal
Canned Features
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
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
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
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
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
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
Happy Customers
13,000+ and growing…….
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.
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
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