Configure your company profile
Set up your company profile in ClaimDS — legal entity type, PAN, GST registration, industries and business types — because these drive credit-note formats, statutory IDs and month-end requirements.
Your company profile is the legal and tax identity everything else in ClaimDS derives from — the credit-note format, the statutory IDs on your reports, the tax treatment in settlement. It's worth a few minutes to get right, because a lot follows from it.
What the profile drives
Two settings do the most work. Legal entity type drives the statutory ID format and which fields are mandatory at month-end close. GST registration drives the credit-note format and the intra- versus inter-state tax split in settlement. The rest — industries, business types — tailors defaults to your business.
Set it up
Follow the numbered steps below. The GST details here flow into place of supply and credit notes, so accuracy here prevents tax problems later.
Step-by-step
Open Settings → Company
Go to Settings and choose Company. This is your legal and tax identity in ClaimDS, and several downstream behaviours derive from it.
Set your legal entity type
Choose your legal entity type. It drives the statutory ID format shown on reports and which fields become mandatory at month-end close, so set it accurately.
Enter PAN and GST registration
Enter your PAN and GST registration details. The GST registration type drives the credit-note format and how intra-state versus inter-state tax is treated in settlement — getting it right here keeps your tax documents correct.
Add your industries and business types
Record the industries you operate in and your business types. These help ClaimDS tailor defaults and reporting to how your business actually works.
Save
Save the profile. Credit notes, statutory IDs and settlement tax treatment now derive from one accurate source.
Frequently asked
Why does my legal entity type matter so much?
It drives the statutory ID format on reports and which fields are mandatory at month-end close. An accurate entity type means fewer surprises when you close a period.
What does GST registration type affect?
The credit-note format and the intra-state versus inter-state tax treatment applied during settlement. It's a foundational setting for anything GST-related downstream.
Still stuck?
Book a demo and we'll walk through it on your own data — or just talk to us.