INCOME TAX · PREPARATION

Client working files

Collect evidence, prepare working entries and review a saved revision.

Intake only · computation and filing unavailable

Saved

Case profile

Snapshot for this case. Updating the client does not silently change these facts.

Provisional ITR choiceWorking notes

Copy selected profile facts from another case

Source caseProfile fields

Collection checklist

Mark each category reviewed or not applicable with a reason. Uploaded files are not automatically reviewed.

Working entries

INR decimal amounts, up to two places. These are working records, not official ITR schedules.

Section	Description	INR amount	Date	Reference / source	Override reason	Action

Source documents

Excel import

Download XLSX template

Values-only XLSX with decimal text amounts and text identifiers. Profile sheet is reference-only; map working entries below. Manual corrections survive batch replacement.

Import preview

Source	Description	Amount	Result

Import history and saved previews

Working-data review

Review applies to the displayed saved revision. It does not approve or send a government filing.

Review note / specific exception

Audit trail

Choose an assigned client

Each taxpayer has separate assessment-year working files and source evidence.