FAQ
E-Filing
What should be uploaded in the eFiling tab? - The final assessment that has been reviewed and approved by the client can be uploaded in the eFiling tab. What is the purpose of this stage? - This stage is for reord purpose only. The final tax ...
Client Computation
When is the Client Computation generated? - Please refer to the article Client Computation What is the format of the client computation that is generated? - Client Computation is generated in both pdf and excel formats. When does the ...
Reviews (Senior & Manager)
I have logged in with my credentials as a Reviewer, but I am not able to make any changes, I do not see any buttons to raise reviews. - A user in the Reviewer role has no rights to make changes to the Workspace until the assessment has been submitted ...
Draft Computation
How do I generate the draft computation? - Once the Preparer is satisfied with the Client’s response for the OSIs raised, he/she can approve each of the OSIs. Following that, the Preparer can click on APPROVE ALL button in the Workspace tab that ...
Outstanding Inquiry (OSI)
How do I raise an OSI? - Please refer to the article Create Queries for the Client. What are the 4 questions styles possible? ...
Workspace
What does the Workspace show? - Please refer to the article Tax Classifications - Basic Features. What is the Type column in the Workspace? - Type column indicates if the ledger is an Income or an Expense. The Staff/Preparer has the right to change ...
Financial Documents
Document upload fails. - If the P/L, Ledger and the FA have more than one sheet (tab) in the file, we would require one of the sheets to be labelled PL for P/L, GL for Ledger and FA for Fixed Asset Register. I uploaded the wrong document. Can I ...
General
How to create a new assessment? - Please refer to Create New Assessments. What are the 14 stages of tax assessment? - Please refer to Assessment Stages. What should be uploaded in the Consent tab? - The signed copy of the Engagement letter from the ...
Permissions
What are the roles that the product has and what are the rights of each role? - Please refer to User Roles Explained. Where can I get my userid and password to login to the portal? - A list of userids (same as email ids), ...