GST and TDS
Track data collection, reconciliation, preparation, review and filing follow-up.
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Taaskyz for CA Firms & Finance
Client deadlines. Clear ownership.
Bring GST, TDS, MCA, Income Tax, audit and client follow-ups into one view for your practice.
Start with tasks, attendance, leave and timesheets. Advanced capabilities depend on your selected plan.
Taaskyz / CA Firms & Finance
ONE SHARED WORKDAY
Clear next steps.
WORK & OWNERSTATUS
GST return preparationArticle assistant
In progressAudit queries reviewAudit senior
In reviewClient document follow-upOffice coordinator
Ready Ownership, updates and availability. Together.
Illustrative workflow · sample tasks
WORK THAT FITS YOUR TEAM
Client work, statutory deadlines and reviews.
A practical starting point for ca firms & finance teams.
MCA and Income Tax
Coordinate DSCs, statutory forms, computations and approval requests.
Audit and client follow-up
Keep document requests, queries, partner reviews and outstanding replies visible.
FROM ASSIGNMENT TO HANDOFF
From client documents to filing follow-up.
Start with one client assignment. Keep article assistants, senior accountants and partners informed at each stage.
- Assign client accounts, returns and audit work with clear staff responsibilities and deadlines.
- Track pending client documents, confirmations and filing preparation.
- Coordinate work between article assistants, senior accountants and partners.
- Review staff availability and time spent across client assignments.
Taaskyz coordinates your team’s work. Statutory filing and tax computation remain in your existing specialist tools.
See plans and included features ↗- 01
Collect documents
Track requests for client records, statements, challans and supporting documents.
- 02
Prepare returns and audit work
Assign reconciliation, return preparation or audit work to the responsible staff member.
- 03
Senior or partner review
Keep queries and corrections visible while the senior accountant or partner reviews the work.
- 04
Client approval
Follow up on client confirmations, signatures and approvals before filing.
- 05
Record filing and follow-ups
Record filing status, acknowledgements and any remaining client follow-up tasks.
CA FIRM WORKFLOWS
From client documents to final review.
Use a consistent process for recurring work and client follow-ups.
GST monthly return workflow
Track data collection, reconciliation, review, client approval and filing status in one place.
- Collect sales and purchase data
- Reconcile GSTR-2B / purchase data
- Prepare GSTR-1 / GSTR-3B
- Manager review
- Client approval
- Filing confirmation shared
TDS quarterly return workflow
Keep challans, PAN checks, return preparation, filing and acknowledgement sharing organized.
- Verify challans
- Check PAN errors
- Prepare TDS return
- Review return
- File return
- Share acknowledgement
MCA / ROC filing workflow
Track ROC forms, DSC collection, board resolution follow-ups and filing status clearly.
- Prepare AOC-4
- Prepare MGT-7
- Collect DSC
- Board resolution follow-up
- Manager review
- Filing status update
Income Tax return workflow
Manage data collection, computation, approval, filing and ITR-V follow-up.
- Collect Form 16 / bank data
- Prepare computation
- Review AIS / 26AS
- Client approval
- File ITR
- ITR-V / e-verification follow-up
Audit task workflow
Keep document requests, ledger scrutiny, queries, partner review and final report status visible.
- Document request
- Ledger scrutiny
- Queries raised
- Client reply follow-up
- Partner review
- Final report
Client follow-up workflow
Track pending data, approvals, signatures, payment follow-ups and internal review reminders.
- Data pending
- Documents pending
- Signature pending
- Approval pending
- Payment follow-up
- Close follow-up
QUESTIONS BEFORE YOU BEGIN
A useful start. A clearer day.
Start with a GST, TDS, Income Tax or audit assignment for one client. Assign work to your article assistants and accountants, set internal review dates, and track document requests and partner reviews in the same project.
Taaskyz coordinates your team’s work. Statutory filing and tax computation remain in your existing specialist tools.
Start with Free Forever for everyday coordination. Check the pricing page for current user and project allowances and for paid features such as dependencies, capacity planning and advanced reports.
Explore other industries
Start with the work you already do
Keep your practice ahead of client deadlines.
Give article assistants, accountants and partners one place to follow client work, reviews and pending documents.