Seamless access to tax filing with ClearTax

Updated in July- 2024 | Subscribe to watch greytHR how-to video

Within the greytHR platform, Unite integrates a marketplace, granting corporate customers and employees convenient access to curated third-party products and services, all within the greytHR ecosystem.

Unite introduces ClearTax, an integrated tax filing app within greytHR. This app facilitates you as employees to easily file your income tax returns.

Benefits of ClearTax

1. Secure, quick, and easy-to-use platform.

2. Easy Income Tax Returns (ITR) filing process.

3. Enjoy attractive discounts on tax filing services.

4. Ensure accurate tax processing.

To navigate to the ClearTax app, click Unite by greytHR > ClearTax.

As an employee, you can view the following tabs on the app:

• About: This tab displays the information about 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 page:

1. Enable ClearTax

2. Auto fetch Form 16

3. Upload Form 16 manually

4. Disable ClearTax

Enable ClearTax

To enable ClearTax, perform the following actions:

1. On the Unite by greytHR page, select the ClearTax application card and click View Details. The card opens.

2. Click Get Started.

3. Select the Employee Form 16 Details checkbox.

4. Click the I Agree to the Terms of Service for this application checkbox.

5. Click ACCEPT & PROCEED. The ClearTax form opens.

Note: After enabling, you will have an option to Auto Fetch Form 16 or Upload Form 16 manually.

Auto-fetch Form-16

1. On the Unite by greytHR page, select the ClearTax application card and click View Details. The card opens.

2. Click Open.

3. Click Auto Fetch Form 16. The form uploads.

4. Select the I agree to the terms and conditions and privacy policy checkbox.

5. Click Proceed.

6. From the ClearTax webpage verify the uploaded Form 16.

7. Click Proceed to e-File.

Note: If you are unable to upload Form 16, an error message occurs and you must manually upload the form.

Upload Form 16 manually

1. On the Unite by greytHR page, select the ClearTax application card and click View Details. The card opens.

2. Click Open.

3. Select the checkbox I agree to the Terms of Service for this application.

4. Click ACCEPT & PROCEED.

5. Click Open.

6. Click the Upload Form 16 button to upload Form 16.

7. Select the I agree to the terms and conditions and privacy policy checkbox.

8. Click Proceed to navigate to the ClearTax web portal.

Note: 

1. If you upload the correct Form-16 then ClearTax pre-fills the details based on the uploaded Form-16. This allows you to choose the best plan.

2. If you upload an incorrect Form-16, then you will be prompted to either retry uploading the correct Form-16 or proceed manually.

Disable ClearTax

To disable ClearTax, perform the following actions:

1. On the Unite by greytHR page, select the ClearTax application card and click View Details. The card opens.

2. Click the Settings icon available on the right side of the page. 

3. 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.

4. Click Yes to disable the application. 

Other related links:

• Unlock convenience to third-party applications with Unite

• Access Skills2Talent PMS using Quick Links

Was this article helpful?

More help resources:

▶ Video - Watch our how-to videos to learn more about greytHR.

❓ FAQs - Solve your queries using FAQs.