TaxzPro

Demo Overview

⏱️ Duration: 10–12 min

🎯 Audience: CA firm partners & senior staff

🔗 Portal: portal.taxzpro.in/smart-filing

🏢 Demo Client: B R S Finishing Works

📝 GSTIN: 36LHVPK7295J1Z2

📅 Period: January 2026 (FY 2025-26)

✅ Part A — Happy Path

File: happy-path-test.xls
Clean data, zero errors. Shows end-to-end upload → validate → export in under 2 minutes.

❌ Part B — Negative Scenarios

File: demo-negative-scenarios.xls
12 errors + 2 warnings. Shows the system catching real-world GST mistakes.

🤖 Part C — AI PDF Import

File: Any scanned invoice PDF
Azure AI Document Intelligence extracts data from paper invoices. No manual entry.

Opening — Set the Scene

⏱ 1 min

▶

💬 Say

"Let me show you our #1 differentiator — the Smart Filing engine."
"You know the pain: Your client sends a Tally export. Your staff spends 45-90 minutes reformatting it for the GST Offline Tool. Column names don't match. .xls vs .xlsx issues. Cryptic errors like 'Column Headers Missing'..."
"Then you upload to the portal, get 'Invalid JSON', and start the cycle again."
"With TaxzPro — upload once, validate in one click, export a ready-to-file JSON. Let me show you both the happy path and what happens with messy data."

"What if your team could file a GST return in 5 minutes instead of 90 — and catch every error before it reaches the portal?"

── Part A: Happy Path ──

Navigate to Smart Filing & Select Context

⏱ 30 sec

▶

🖱️ Do

In the portal sidebar, click Smart Filing
Select client: B R S Finishing Works
Select FY: 2025-26
Select period: January

👉 Point Out

The 4-step workflow indicator at the top: Upload → Confirm Types → Extraction → Review & Validate
Client's GSTIN auto-populates from their profile

Upload Clean Excel File

⏱ 1 min

▶

🖱️ Do

Click the upload area or drag-and-drop happy-path-test.xls
Click 📤 Upload
Confirm file type detection → click 🚀 Confirm & Extract
Watch the extraction progress (page-by-page if PDF, instant for Excel)

💬 Say

"The Smart Parser reads the Excel file — auto-detects sheet types (B2B, B2CS, B2CL, CDNR, Exports). No manual mapping."
"It handles both .xls and .xlsx. Even messy Tally exports with odd column names."

👉 Point Out

Feature pills: "🤖 Azure AI Document Intelligence", "🔍 Auto HSN Detection", "✅ GSTIN Validation"
File chip showing name, size, status

Validate All — Zero Errors ✅

⏱ 1 min

▶

🖱️ Do

Once invoices appear in the review table, click ✅ Validate All
Wait for validation to complete (1-2 seconds)
Show the green validation bar: "X validated, 0 rejected"

💬 Say

"One click — the system checks every invoice against 30+ GST business rules."
"GSTIN format, tax calculations, B2C thresholds, credit note time limits, duplicate detection — everything."
"All green. Zero errors. This file is ready to export."

👉 Point Out

Sales tab vs Purchase tab with invoice counts
Status badges on each row: all show ✅ Validated
Tax breakdown: CGST, SGST, IGST displayed correctly

Export GSTR-1 JSON

⏱ 1 min

▶

🖱️ Do

Click 📋 Export GSTR-1
Show the export summary modal — section breakdown (B2B, B2CS, B2CL, CDNR, HSN)
Show the tax summary — taxable value, total tax, grand total
Click 🔍 Preview JSON to expand and show the actual JSON structure
Click ⬇️ Download JSON File

💬 Say

"The JSON matches the exact format the GST Portal expects. No reformatting needed."
"Section breakdown — B2B, B2CS, B2CL, CDNR, HSN — all generated automatically."
"Download this file, upload to the GST Portal, and you're done. Under 5 minutes total."

"From a raw Tally export to a portal-ready GSTR-1 — in under 5 minutes. No reformatting, no guesswork."

── Part B: Negative Scenarios — "But What If the Data Has Errors?" ──

Clear Data & Upload the Problem File

⏱ 1 min

▶

💬 Transition

"That was a clean file. But we all know real-world data is never that clean."
"Your juniors make mistakes. Tally exports have quirks. Clients send incomplete data."
"Let me show you what happens when there are problems — the kind your team encounters every day."

🖱️ Do

Click ⋯ More → 🗑️ Clear Period Data → confirm deletion
Upload demo-negative-scenarios.xls
Confirm types → extract
Wait for invoices to appear in the review table (~20 rows across sales + purchase tabs)

💬 Say

"This file has about 20 invoices — some perfect, some with deliberate errors across B2B, B2CS, B2CL, and Credit Notes."
"Let's see what the system finds."

Validate All — Errors & Warnings Detected ❌⚠️

⏱ 1 min

▶

🖱️ Do

Click ✅ Validate All
Watch the validation bar appear: "X validated, Y rejected"
Click the ❌ Errors (12) badge to open the validation modal

💬 Say

"12 errors and 2 warnings — all caught in one click."
"Without TaxzPro, these would have been rejected at the GST Portal — or worse, filed incorrectly and invited a notice."
"Let me walk you through each one."

Walk Through Each Error — The "Wow" Moment

⏱ 3–4 min · Point at each row in the error modal

▶

💬 Walk through the Errors Modal — point at each row:

Invoice	Type	What to Say	System Message
(empty)	ERROR	"A blank invoice number. The system catches it immediately instead of failing at the GST Portal."	Invoice number is required
BRS/007	ERROR	"This GSTIN is only 14 characters instead of 15. The system validates the exact structure — state code, PAN format, Z at position 14. Not just length."	Invalid GSTIN format: 36ABCDE1234F1Z
BRS/008	ERROR	"State code 99 doesn't exist. The system knows all 37 valid Indian state codes."	Invalid GSTIN format: 99XYZAB5678G1Z5
BRS/009	ERROR	"Invoice says ₹15,000 but taxable + tax is ₹11,800. A ₹3,200 discrepancy. The GST Portal would reject this — we catch it first."	Invoice value (15000) ≠ Taxable + Tax. Diff: ₹3200
BRS/010	ERROR	"Zero-value on a regular supply? That's a red flag."	Taxable value must be greater than 0
BRS/001	ERROR	"BRS/001 appears twice. Copy-paste mistake — very common. The system detects duplicates across the entire batch."	Duplicate: Invoice #BRS/001 already exists

💬 B2C Threshold Errors:

Section	Type	What to Say	System Message
B2CS row	ERROR	"₹3 lakh inter-state B2C sitting in B2CS. The GST Portal requires this in B2CL. Most juniors miss this threshold rule."	should be classified as B2CL
B2CL/002	ERROR	"And the reverse — ₹50,000 intra-state invoice in B2CL. The system knows the ₹2.5 lakh threshold and state rules."	should be classified as B2CS

💬 Credit/Debit Note Errors:

Note	Type	What to Say	System Message
CN/002	ERROR	"A credit note without referencing which invoice it's adjusting. The portal will reject this outright."	Original invoice number is required for CN/DN
CN/003	ERROR	"Credit note dated January 1st but the original invoice is January 5th. You can't issue a CN before the invoice exists. Time-travel isn't allowed in GST." (pause for laughter)	Note date is before original invoice date
CN/004	ERROR	"This CN is for ₹30,000 but the original invoice was only ₹15,000. You can't credit more than you invoiced. This is an audit red flag."	Over-credit: CN value ₹30,000 exceeds original ₹15,000
CN/005	ERROR	"This references an invoice from November 2023. The deadline was 30 September 2025. It's expired — the portal won't accept it."	CN/DN date past time limit (30-Sep of FY after original)

"12 errors — every single one would have caused a GST Portal rejection or worse, a notice from the department. All caught before filing."

Warnings Tab — Gentle Flags ⚠️

⏱ 30 sec

▶

🖱️ Do

Click the ⚠️ Warnings (2) tab in the modal

Invoice	Type	What to Say
BRS/LONG-INV-...	WARN	"Invoice number is 27 characters. The GST Portal may truncate at 16. It's not a blocker, but we flag it so you can shorten it proactively."
BRS#010@26	WARN	"Hash and @ in the invoice number — the portal only accepts A-Z, 0-9, dash and slash. This might cause issues."

💬 Key Distinction

"Notice the difference: Errors block the filing. Warnings let you proceed but flag potential issues."
"Your staff knows exactly what to fix and what's just a heads-up. No guessing."

Fix Inline & Re-validate

⏱ 1 min

▶

🖱️ Do

Close the modal
Filter by Rejected status
Pick one red row (e.g. BRS/009 — invoice value mismatch)
Click ✏️ Edit
Fix the invoice value from 15000 to 11800 inline
Click 💾 Save
Click ✅ Validate All again → show error count decreasing

💬 Say

"Every fix reduces the error count. Fix inline — no re-upload needed."
"When the error count hits zero — you're ready to export. The system won't let you generate GSTR-1 JSON with unresolved errors."
"Your junior fixes errors here. Senior reviews. Partner approves. Clean workflow."

"Error → Fix → Re-validate → Export. That's the workflow. No more trial-and-error at the GST Portal."

── Part C: AI-Powered PDF Import ──

🤖 Upload a Scanned Invoice PDF

⏱ 2 min

▶

💬 Transition

"Now, what about clients who don't use Tally at all? They just have paper invoices or scanned PDFs."
"No problem."

🖱️ Do

Go back to Upload step (Step 1 in the workflow)
Upload a scanned invoice PDF (use one from the B R S Finishing Works folder)
Show the AI extraction progress — page-by-page with timing
Once complete, show the extracted data in the review table

👉 Point Out

Page-by-page progress with seconds/page timing
AI auto-detects: invoice number, date, GSTIN, amounts, HSN codes
Same validation rules apply — click Validate All to check AI-extracted data too
Accepts PDF, JPG, PNG, TIFF, BMP — any image format

💬 Say

"Azure AI Document Intelligence reads the invoice, extracts every field — GSTIN, amounts, dates, HSN codes."
"No manual data entry. Upload the PDF, AI reads it, you review and validate."
"The same 30+ validation rules apply. Whether data comes from Excel or AI — the quality checks are identical."

Closing — The Impact

⏱ 1 min

▶

💬 Say

"Let me recap what you just saw:"
"Part A: Clean data → upload → validate → export GSTR-1 JSON. Under 5 minutes."
"Part B: Messy data → 12 errors and 2 warnings caught in one click. Every error explained clearly. Fix inline, re-validate, done."
"Part C: Scanned PDF → AI reads it → same validation. No manual entry."
"GSTR-1 is fully automated today. GSTR-3B and GSTR-9 are coming next."
"And soon — one-click filing directly to the GST Portal. No downloading JSON and re-uploading."

💬 The Numbers

"For a 100-client firm filing monthly: that's 100 returns × 45 minutes saved = 75 hours saved per month — just on GSTR-1."
"Zero portal rejections. Zero notices from the department. Zero penalties."
"Your junior becomes as accurate as your senior — because the system catches every mistake."

"12 errors, 2 warnings — all caught before filing. No GST Portal rejections. No department notices. No penalties. That's the difference between guessing and knowing."

── Reference: Error Scenarios in demo-negative-scenarios.xls ──

📋

Complete Error/Warning Cheat Sheet

Quick reference — all 14 scenarios in one table

▶

#	Invoice	Sheet	Level	Scenario	Expected Error Message
6	(empty)	b2b	ERR	Missing invoice number	Invoice number is required
7	BRS/007	b2b	ERR	GSTIN only 14 chars	Invalid GSTIN format: 36ABCDE1234F1Z
8	BRS/008	b2b	ERR	GSTIN state code 99	Invalid GSTIN format: 99XYZAB5678G1Z5
9	BRS/009	b2b	ERR	Invoice value ≠ Taxable+Tax	Invoice value (15000) ≠ Taxable (10000) + Tax (1800)
10	BRS/010	b2b	ERR	Taxable value = 0	Taxable value must be greater than 0
11	BRS/001	b2b	ERR	Duplicate invoice number	Duplicate: Invoice #BRS/001 already exists in FY
12	BRS/LONG...	b2b	WARN	Invoice # > 16 chars	Invoice number exceeds 16 characters (27 chars)
13	BRS#010@26	b2b	WARN	Special chars #, @	Invoice number contains special characters
14	—	b2cs	ERR	Inter-state B2C > ₹2.5L in B2CS	Should be classified as B2CL (value > ₹2,50,000)
15	B2CL/002	b2cl	ERR	Intra-state < ₹2.5L in B2CL	Should be classified as B2CS
16	CN/002	cdnr	ERR	CN without original inv ref	Original invoice number is required for CN/DN
17	CN/003	cdnr	ERR	CN date before original inv	Note date is before original invoice date
18	CN/004	cdnr	ERR	CN taxable > original (over-credit)	Over-credit: CN value ₹30,000 exceeds original ₹15,000
19	CN/005	cdnr	ERR	CN past time limit (FY 23-24)	CN/DN date past time limit (30-Sep-2025)

💡 Note: Rows #1–5 (B2B), #1–3 (B2CS), #1 (B2CL), #1 (CDNR), and all EXP/EXEMP/AT rows are CLEAN and will pass validation. The clean rows are important — they show the system only flags real problems, not false positives.

🎯 Demo Prep Checklist

✅ Log into portal.taxzpro.in as Partner · ✅ Have happy-path-test.xls on desktop · ✅ Have demo-negative-scenarios.xls on desktop · ✅ Have a scanned invoice PDF ready · ✅ Clear any existing data for the demo client/period before starting · ✅ Walk through errors slowly — this is the "wow moment" where CAs realize the system knows GST rules better than their juniors

⚡ Smart Filing — Demo Script

Demo Overview

✅ Part A — Happy Path

❌ Part B — Negative Scenarios

🤖 Part C — AI PDF Import

🎯 Demo Prep Checklist