Visual Udyog product overview

1. Introduction
CA Tax Portal
Visual Udyog
Product Overview

2. 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 EXIMVAT SEZ EOUISD
Functional Coverage
Product
Development
Implementing
Services
Support
Management
Udyog – One Stop Shop
for all taxation needs
2

3. 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

4. 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.

5. Introduction
CA Tax Portal
Visual Udyog

6. 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

7. 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

8. 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

9. Modules/Features VU Standard VU Professional VU Enterprise
Excise Tax
Any one Any oneService 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

10. 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

11. 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

12. 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

13. 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

14. 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

15. 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…

16. 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

17. 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

18. 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

19. 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

20. 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

21. 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

22. 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

23. 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)

24. 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

25. 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

26. 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

27. © 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

28. 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

29. 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

30. Introduction
CA Tax Portal
Canned Features

31. 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

32. 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

33. 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

34. 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

35. 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

36. 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

37. Happy Customers
13,000+ and growing…….

38. 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.

39. Mumbai
Address : 203, Jhalawar,
E.S.Patanwala Estate, L.B.S. Marg,
Ghatkopar (West), Mumbai – 400086
(022) 67993535
support@udyogsoftware.com | sales@udyogsoftware.com | 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

40. 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