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Recent Assignments
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Staff Workload
Open Assignments
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Assignment Aging
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Work by Category
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⚡ Upcoming Workflow Assignments
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📅 Statutory Due Dates
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MCA / ROC Assignments —
| ID | Client | Type | Priority | Staff | Due Date | Status |
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RERA Assignments —
| ID | Client | Type | Priority | Staff | Due Date | Status |
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FEMA Assignments —
| ID | Client | Type | Priority | Staff | Due Date | Status |
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Transfer Pricing Assignments —
| ID | Client | Type | Priority | Staff | Due Date | Status |
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Accounting & Bookkeeping Assignments —
| ID | Client | Type | Priority | Staff | Due Date | Status |
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GSTR-3B deadline: 20th June 2026 — 8 clients have pending filings. GSTR-1 due 11th June already passed for 3 clients.
GST Assignments —
| ID | Client | Type | Period | Staff | Due | Status |
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ITR Filings
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Open this season
Tax Audits
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Due Sept 30
Notices
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Open notices
TDS Returns
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Q1 FY27
Income Tax Assignments —
| ID | Client | Type | AY / Period | Staff | Due | Status |
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Audit Assignments —
| ID | Client | Audit Type | Period | Staff | Due | Status |
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Consultancy Assignments —
| ID | Client | Type | Priority | Staff | Due | Status |
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Other Compliance —
| ID | Client | Type | Priority | Staff | Due | Status |
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Client Master
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Staff Master
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| Name | Role | Department | Open Assignments | Status | |
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Document Tracker
Track pending documents from clients
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Follow-up Tracker
Pending follow-ups
Today's Follow-ups
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Upcoming Follow-ups
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All Follow-ups
| Date | Client | Assignment | Medium | Remarks | Next Follow-up | By | Status |
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Filter:
📋 Statutory Deadlines
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📂 Assignment Due Dates
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Total Billed
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incl. GST
Received
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payments collected
Outstanding
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pending collection
Unbilled
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completed, not invoiced
Ready to Bill — Completed, Unbilled Assignments —
| Assignment | Client | Type | Billing Type | Quoted (₹) | GST | Total | Action | |
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🔎 Search Clients — See All Their Assignments
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Search for a client above
Type any part of the client name to see all their assignments
Activity Log
Login sessions and time spent on the tool
| User | Login | Logout | Last Seen | Duration | Status |
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🔁 Generate GST Returns
Three waves matching the due dates. Duplicates are always skipped.
Both waves file the same period
Wave 1 · GSTR-1 & GSTR-7
Due 11th / 10th — run in the first week
Wave 2 · GSTR-3B
Due 20th — run after GSTR-1 is filed
Wave 3 · Composition (CMP-08 & GSTR-4)
CMP-08 due 18th (quarterly) · GSTR-4 due 30 Apr (annual) — both only generate on their actual close-out month, any other month is skipped automatically.
🧾 Generate TDS Returns
24Q / 26Q / 27Q / 27EQ for the selected quarter. Statements 31st, TCS 15th.
Recurring Filings Master
One row per client. Click ✏️ to change which returns they file.
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Set up a client not listed below: