Dashboard
Due This Month see Compliance > Due Dates for full list
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Open Tasks by due date
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Outstanding Receivables top clients by balance
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Pending Client Documents awaiting from clients
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Recently Received Documents last 7 days — so nothing dropped off at the office goes unnoticed
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Clients
| Client | Group | Type | PAN | GSTIN | Mobile | Status | Actions |
|---|---|---|---|---|---|---|---|
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Dashboard
Synced
Pending Tasks by due date
Upcoming Due Dates this month
Pending Documents awaiting from clients
Pending / In Progress
Completed
| Task | Client | Category | Assignee | Due Date | Status | Remarks | Actions |
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Pending / In Progress
Completed
| Task | Client | Category | Due Date | Status | Remarks | Actions |
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Add Task
Pending Document
Clients
Bills
Receipts
Quoted Fees
Settings
Active Clients
Inactive Clients
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Active Bills
Cancelled Bills
| Bill No. | Date | Client | Firm | Period | Amount | Actions |
|---|---|---|---|---|---|---|
Click Fetch Bills to load records. | ||||||
Active Receipts
Cancelled Receipts
| Receipt No. | Date | Client | Firm | Mode | Reference | Amount | Actions |
|---|---|---|---|---|---|---|---|
Select date range and click Fetch Receipts. | |||||||
| Date | Client | Service | Quoted Amount | Notes | Actions |
|---|---|---|---|---|---|
Click Refresh to load. | |||||
Firms
Fill in GST Settings below to start raising Tax Invoices (bills without it stay Bill of Supply).
GST Settings
Per-firm GSTIN, home state (used to decide CGST+SGST vs IGST) and default SAC code for GST-charged bills.
GSTR-1 Export
Exports GST-charged bills for one firm and date range as B2B + B2CS CSVs, in the same column layout as the official GSTR-1 offline tool.
Summary
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Clients
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Bills
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Receipts
Opening Balance Entry
Add outstanding as on a date without entering old bills.
Data
Clear locally cached data and reload fresh from Google Sheets.
Connection
Clients & Due Dates
Tax Audit
Create Set
View Records
ITR Clients & Due Dates
ITR-1 / ITR-2 (31 Jul)
ITR-3 / ITR-4 (31 Aug)
Audit Related (Firms & Partners — 31 Oct)
Total
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Filed
0
Pending
0
| Client | ITR Type | Due Date | Status | Action |
|---|---|---|---|---|
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Tax Audit Tracking
Clients with Audit Applicable set to Yes on their record. Tax Audit due 30 Sep; their ITR follows at 31 Oct (tracked under Clients & Due Dates → Audit Related).
Total
0
Filed
0
Pending
0
| Client | Due Date | Status | Action |
|---|---|---|---|
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ITR Pack Builder
Cover page + index, computation, and acknowledgement — merged into one client-ready PDF and filed straight to Drive.
CA ATIK BHAYANI & ASSOCIATES
Client & Filing Details
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Tax Summary (optional — shown on the cover page if filled in)
Documents to Include
Previously Generated ITR Packs
| Client | PAN | FY | AY | ITR Type | Created | Actions |
|---|---|---|---|---|---|---|
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GST
Income Tax
ROC
Labour
All Due Dates
| Client | Category | Compliance | Due Date | Status | Action |
|---|---|---|---|---|---|
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Upload
Records
Upload a Document
Click to choose a file, or drag & drop it here
Saved to Google Drive under Client Documents / <client name>
Document Records
| Client | File | Category | Note | Uploaded | Actions |
|---|---|---|---|---|---|
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Add / Edit
Records
Client Credentials
Stored in your own Google Sheet — visible to anyone with edit access to it, so don't share that sheet loosely.
Credentials on File
| Client | GST User | Income Tax User | TDS User | DSC Expiry | Actions |
|---|---|---|---|---|---|
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New & Templates
Work on Existing
Work Desk
Generate from Template
Pick a client above, then use a template below to start from a ready-made document instead of a blank one. Anyone can save their own documents as personal templates from the "Work on Existing" tab — Admin-saved ones are shared with everyone.
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Work on Existing
| Name | Type | Client | Created | Actions |
|---|---|---|---|---|
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Assessment Reminders
One-off GST / Income Tax department assessment or scrutiny submission dates — added manually per case, not auto-generated like routine compliance.
| Client | Type | Year | Submission Date | Mode | Assigned To | Status | Actions |
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