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Status Distribution
GST Client Status
Staff Workload
0 selected
| # | Task ID | Client | Category / Description | Start → Due | Delay | Status | Billing | Team | Pendency | Actions |
|---|
No tasks found.
Sun
Mon
Tue
Wed
Thu
Fri
Sat
| # | Name | Group | Type | PAN | GSTIN | GST Status | Services | Email / Mobile | State | Actions |
|---|
No clients found.
GST Status
Client Type
| # | Client | Period | Software | Target | Progress | Status | Completed | Assigned To | Actions |
|---|
No book-keeping periods yet — mark your accounting clients under
Accounting Clients, then use Generate Year.
Applicability is ticked once on the client profile, under Services We Provide. This list shows who that leaves in scope — use Open Profile to change anything.
| # | Client | GSTIN | Books Review | Review Frequency | Software | Periods / Year | Actions |
|---|
No clients found.
| # | Client / Entity | Form | Purpose | Period | Due Date | Status | Filed On | SRN | Assigned To | Actions |
|---|
No filings yet — set each entity's type under Entity Profiles, then use
Generate Year to build the statutory calendar.
Applicability is ticked once on the client profile, under Services We Provide,
along with the entity type and the optional items — MSME-1, DPT-3, PAS-6 and ADT-1.
This list shows who that leaves in scope; use Open Profile to change anything.
| # | Client | CIN | ROC Work | Entity Type | MSME-1 | DPT-3 | PAS-6 | ADT-1 | Annual Forms | Actions |
|---|
No clients found.
ROC / MCA Due Date Calendar
Dates shown for financial year X-Y. AOC-4, MGT-7/7A, ADT-1 and MGT-14 hang off the AGM date — record it with Set AGM Date and the due dates re-derive automatically.
| Form | Purpose | Periodicity | Due | Applies To |
|---|
Event Based Filings
| Form | Purpose | Due After Event |
|---|
| # | Client / TAN | Form | Used For | Quarter | Due Date | Status | Filing Date | Token No | Certificate | Assigned To | Actions |
|---|
No statements yet — set each deductor's TAN under Deductor Profiles, then use
Generate Year to build the quarterly calendar.
Certificates to Download & Issue
Once a statement is filed, the certificate (Form 16 for salary, Form 16A for non-salary,
Form 27D for TCS) has to be downloaded from TRACES and sent to the client. Record both
dates here so nothing is left un-issued.
| # | Client | Form | Certificate | Quarter | Filed On | Downloaded | Sent to Client | Actions |
|---|
Nothing outstanding here.
Applicability is ticked once on the client profile, under Services We Provide,
along with the TAN and the statements the deductor actually files. This list shows who
that leaves in scope; use Open Profile to change anything.
| # | Client | PAN | TDS Work | TAN | 138 / 24Q Salary |
140 / 26Q Non-salary |
144 / 27Q Non-resident |
143 / 27EQ TCS | Actions |
|---|
No clients found.
TDS / TCS Statement Due Dates
Form numbers were renumbered by the Income-tax Act 2025 with effect from FY 2026-27. The dashboard labels each statement with the numbering that applies to the year being filed.
| Old Form up to FY 2025-26 |
Form from FY 2026-27 |
Used For | Certificate | Q1 Apr-Jun |
Q2 Jul-Sep |
Q3 Oct-Dec |
Q4 Jan-Mar |
Repeats |
|---|
Monthly TDS deposit challans fall due on the 7th of the following month, except March which is due 30 April. Tick the option in Generate Year to track those too.
| # | Client | Category | Form | FY / AY | Due Date | Status / Stage | Filed On | Ack. No | Assigned To | Actions |
|---|
No filings yet — use Generate Year to build the ITR calendar for a financial year.
Applicability is ticked once on the client profile, under Services We Provide,
along with the taxpayer category and whether a tax audit applies. This list shows who
that leaves in scope; use Open Profile to change anything.
| # | Client | PAN | Client Type | ITR Work | Taxpayer Category | Tax Audit | ITR Form / Due | Actions |
|---|
No clients found.
| # | Client | Return | Period | Due Date | Status | Filed On | ARN | Assigned To | Actions |
|---|
No return periods yet — use Generate Year to build the statutory calendar for your GST clients.
0 selected
| # | Client | GSTIN | GST Username | GST Password | Filing Frequency | Last Data Requested | Actions |
|---|
No GST credentials saved yet.
| # | Client | Director Name | DIN | MCA Email | MCA Password | Notes | Actions |
|---|
No MCA credentials saved yet.
No notes yet.
| File | Client | Category | Note | Size | Uploaded | By | Actions |
|---|
No documents yet. Upload engagement letters, signed returns and notices here —
they are stored inside the firm's own database and covered by every backup.
0 selected
| # | Invoice No | Company | Client | Date | Type | Subtotal | TDS | Outstanding | Total | Status | Received Date | Actions |
|---|
No invoices yet.
Completed Work Awaiting an Invoice
| # | Source | Reference | Client | Work | Completed / Filed | Assigned To | Actions |
|---|
Nothing waiting to be billed.
| # | Quotation No | Company | Client | Date | Valid Until | Subtotal | Total | Status | Actions |
|---|
No quotations yet.
Invoice-wise GST Summary
| # | Invoice No | Date | Client | GSTIN | B2B/B2C | POS | Rate | Taxable Value | CGST | SGST | IGST | Invoice Value | Status |
|---|
No invoices in this period.
Monthly Revenue Trend
Work Completion
Completed vs Pending by Category
Staff-wise Completion Rate
| Staff | Completed | Total | Rate |
|---|
Client-wise Billing
| # | Client | Total Invoiced | Total Outstanding |
|---|
No billing data yet.
Overdue Tasks
| # | Task ID | Client | Category | Due Date | Delay (Days) | Senior | Junior |
|---|
No overdue tasks. Great work!
Staff Performance
| # | Staff | Tasks Completed | Average Delay (Days) |
|---|
No completed tasks yet.
0 client(s) selected
| # | Client | Pending Items | Count | Last Reminder Sent |
|---|
No clients with pending due-date items.
| # | Full Name | Role | Phone | Joining Date | Salary | Status | Actions |
|---|
No staff records yet.
Your login is not linked to a staff record yet, so attendance, leave and salary slips are
unavailable. Ask an admin to link it under Settings → Users & Permissions.
Mark My Attendance
Mark the day you worked and it goes to the admin for approval. Only approved days are
counted as payable in that month's salary slip.
My Month
| Date | Day | Status | In / Out | Work Note | Approval |
|---|
Nothing marked for this month yet.
Attendance Awaiting Approval
Approving a day makes it payable in that month's salary slip. Rejected and unmarked
working days are treated as loss of pay.
| Staff | Date | Day | Status | In / Out | Work Note | Marked | Actions |
|---|
Nothing waiting for approval.
Leave Requests Awaiting Approval
| Staff | Type | From | To | Days | Reason | Actions |
|---|
No pending leave requests.
| Staff | Present | Half Day | Leave | Off / Holiday | Absent | Pending | Not Marked | Payable Days | LOP | Payslip | Actions |
|---|
No active staff.
Leave Requests
| Staff | Type | From | To | Days | Reason | Status | Actions |
|---|
No leave requests yet.
Salary is computed from approved attendance only. Generate leaves every slip as a
draft you can still adjust; issuing it locks that month's attendance and lets each staff
member download their slip from their own login.
| Staff | Payable Days | LOP | Pending | Earned Gross | Overtime | Reimb. | Deductions | Net Pay | Status | Actions |
|---|
No salary slips for this month yet — use Generate / Refresh.
My Salary Slips
| Staff | Month | Payable Days | Earned Gross | Deductions | Net Pay | Status | Paid On | Payslip |
|---|
No salary slips issued yet.
Your login is not linked to a staff record yet, so you cannot choose
holidays. Ask an admin to link it under Settings → Users & Permissions.
Restricted Holidays
The office stays open on these days. You may take
2 of them as paid days
off in the year — pick the ones you keep. Choose a day
on or before the day itself; after that only an admin can
record it for you.
| Date | Day | Occasion | Status | Actions |
|---|
No restricted holidays are on the calendar for this year.
Weekly Offs
A weekly off or declared holiday is paid without anyone marking attendance for it.
Holiday Calendar
| # | Date | Day | Occasion | Type | Actions |
|---|
No holidays declared for this year.
Who Has Taken What
Restricted holidays are chosen by each employee, so the office is
open on all of them and only some people are away. This is who.
| Employee | Taken | Left |
|---|
Nobody on the register yet.
Reimbursement Claims
| Staff | Date | Category | Description | Amount | Status | Actions |
|---|
No reimbursement claims yet.
| Staff | Date | Hours | Reason | Amount | Status | Actions |
|---|
No overtime records yet.
CA Task Pro is developed and maintained by Tejasvi Business Solutions, Greater Noida, Uttar Pradesh.
Support Tickets
Anything you raise here reaches us with your Admin ID attached, so nobody has to work out which firm is writing. We reply here and by email.
| # | Subject | Priority | Status | Messages | Updated | Actions |
|---|
No tickets yet.
A configurable framework to help the firm meet its obligations under
the DPDP Act 2023 and Rules 2025 — not a legal certification.
The firm is the Data Fiduciary for its clients' data; legally-timed
values are settings your counsel owns.
Data Inventory
Nothing here yet.
Add
Audit Log
Sign-ins, password resets, user changes, client exports and other sensitive actions. Entries are added automatically and cannot be edited or deleted.
| When | User | Action | Detail | IP |
|---|
No activity recorded yet.
Billing Company Profiles
| # | Name | GSTIN | GST Reg. | Brand | Sort | Actions |
|---|
No billing companies yet.
GST Lookup API
Powers the client form's GSTIN Lookup (name, status, state, address auto-fill) and Search by PAN. The official GST portal blocks server lookups, so a provider API key is needed — gstincheck.co.in issues a free trial key by email. Without a key, GSTIN lookup still fills the state (derived from the GSTIN) and PAN search is unavailable.
WhatsApp Business
Not connectedOfficial WhatsApp Business Cloud API. The business number is configuration; the access token, verify token and app secret are encrypted and never shown again. Until real credentials are entered and verified with Meta, WhatsApp buttons open the official chat link instead of sending — nothing is ever recorded as sent unless Meta confirms it.
Task Categories — the kinds of work raised on Tasks & Deadlines
| # | Name | Group | Admin Only | Sort | Actions |
|---|
No work categories yet.
Custom Work Statuses
| # | Tab | Label | Base Status | Colour | Sort | Actions |
|---|
No custom statuses yet.
User Accounts
Who sits where
Nobody may create, edit or promote anyone above their own level.
Your own level and below is fair game.
| # | Full Name | Username | Role | Active | Actions |
|---|
Page Permissions (Users)
| Staff Member |
|---|
No staff users to grant permissions to yet.