CA & Tax Practitioner Workspace (India)

About the CA & Tax Practitioner Workspace (India)

A workspace for chartered accountants, tax practitioners and bookkeepers in India that keeps every client in one place — in your browser, on your own device. Add a client with the PAN, the GSTINs (each with its return frequency), the TANs, the CIN or LLPIN and a few boxes ticked — the return of income, the tax audit, advance tax, provident fund, ESI, professional tax — and the workspace works out every due date of the year for that client: GSTR-1 and GSTR-3B or the QRMP pair for each GSTIN, TDS payments, statements and certificates for each TAN, advance tax, the tax audit report and the return, the PF ECR and ESI, and for companies and LLPs the AGM, AOC-4, MGT-7, ADT-1, DPT-3, MSME-1, DIR-3 KYC or Forms 8 and 11. The dates come from the engines of the India Compliance Calendar and the ROC Compliance Calendar, with the section or rule behind each one.

The Today list puts all clients together: what is overdue, what falls due this week or this month, what is waiting for documents. Record each filing as you go — waiting for documents, in progress, ready for review, filed with the date and the ARN or acknowledgement — and mark many as filed at once. A filing waiting for documents gets a WhatsApp or SMS message to the client, one client at a time. Keep tasks of your own, a DSC register with expiry dates, a work log with the time spent, and the fees billed and received with each client’s balance and its age. A client’s details also go straight into MySmartCoPilot’s statutory file tools: the GSTR-1, e-invoice and e-way bill JSON tools, the GSTR-3B and GSTR-9 worksheets, a TDS statement template with the deductor filled in, and saved-client files for the Tally tools. In the free preview the whole workspace works on screen; reports show as marked page images, and a Premium pass unlocks their PDFs, printing, the calendar files and the filings register CSV.

Common uses

• A chartered accountant’s office tracking monthly GST and TDS filings for dozens of clients, with the overdue ones on top every morning.
• A tax practitioner who asks clients for their data on WhatsApp and needs to see who has not sent it yet.
• An article assistant or staff member who records each filing’s ARN as it is filed, so the partner sees the month’s progress by return.
• A firm keeping its clients’ DSC expiries, the time spent on each client and the fees still due in one place.
• A bookkeeper who moves between the GSTR-1, TDS and Tally tools for one client after another without typing the details again.

Where the due dates come from

• GST — for each GSTIN: GSTR-1 by the 11th and GSTR-3B by the 20th; under QRMP, GSTR-1 of the quarter by the 13th, GSTR-3B by the 22nd or the 24th depending on the State in the GSTIN’s first two digits, PMT-06 by the 25th and the Invoice Furnishing Facility from the 1st to the 13th; CMP-08 and GSTR-4 for composition; GSTR-7, GSTR-8 and GSTR-6 for GST TDS, e-commerce operators and ISDs; GSTR-9 above ₹2 crore of aggregate turnover and GSTR-9C above ₹5 crore (CGST Act and Rules, rules 59, 61, 62, 65 to 67 and 80; Notifications No. 83/2020 and 15/2025-Central Tax).
• TDS and TCS — for each TAN: tax paid within seven days of the month’s end, for March by 30 April (a Government office within seven days); quarterly statements by 31 July, 31 October, 31 January and 31 May; certificates fifteen days after the statement and the salary certificate by 15 June (Income-tax Rules, 2026, rules 215, 218 and 219).
• The PAN’s own — advance tax 15%, 45%, 75% and 100% by 15 June, 15 September, 15 December and 15 March; the return by 31 July, 31 August, 31 October or 30 November and the tax audit report a month before it (Income-tax Act, 2025, ss.408, 263 and 63); the PF ECR and ESI by the 15th; professional tax on the day the State fixes; the labour welfare fund where the board’s rate is known.
• ROC — the AGM within six months of the year end, AOC-4 and MGT-7 or MGT-7A within 30 and 60 days of it (the AGM date you type beside the year, or the day you mark the AGM done; until then, the last date for the AGM), ADT-1 within 15 days of an AGM that appoints or re-appoints the auditor (an auditor holds office for five years at a time, so you tick it for that year), DPT-3 by 30 June, MSME-1 by 30 April and 31 October, DIR-3 KYC by 30 September or on the day you set for the client when the current rule gives another (confirm on the MCA portal); an LLP’s Form 11 within 60 days of the year end and Form 8 by 30 October (Companies Act, 2013 and LLP Act, 2008).

Dates moved by a notification or a CBDT circular are shown with the original date and the number of the notification or circular that moved them, as in the India Compliance Calendar. Check the notifications on CBIC’s tax information portal and the circulars on the Income-tax portal before you rely on a date in its last week.

Statuses, tracking and the Today list

• Every filing starts as Not started. Record Waiting for documents, In progress, Ready for review, Filed (with the date and the ARN, acknowledgement, SRN or challan number) or Not applicable — a nil return made elsewhere, a registration not yet in force.
• A filing is overdue when its date has passed and it is neither filed nor marked not applicable. Filings due before the date you start tracking a client are never counted as overdue, so a new workspace does not open with a year of red.
• The Today list shows overdue filings first, then each day’s, with the client, the return, the period, the GSTIN or TAN and who looks after it. Filter by area, by staff member or by search; the cards at the top switch to overdue, the next seven days, waiting for documents, filed this month and DSCs expiring.
• This month, by return counts the clients whose GSTR-1, GSTR-3B, TDS payment or other filing falls due this month and how many are done.
• The calendar file (.ics) puts every open filing, task and DSC expiry of the next twelve months into Google Calendar, Apple Calendar or Outlook, with the reminder you choose; a newer file updates the same events.

Using a client in the statutory file tools

• GSTR-1, e-invoice and e-way bill JSON, bulk invoices — these tools keep one business at a time in this browser. Use a GSTIN to put the client’s GSTIN, legal and trade name and address there, then open the tool.
• GSTR-3B and GSTR-9 worksheets — Add the GSTIN, with monthly or quarterly filing, to the client list they share.
• TDS statements — download the TDS Return File Generator’s own Excel template with its Deductor sheet filled in from the client and the TAN: the TAN, PAN, name, deductor type, address in lines of 25 characters, the State code of the statement format and the person responsible. Fill in the challans and deductees and drop the workbook on the generator, which checks it as it checks any template.
• Tally — a saved-client file for Excel to Tally XML with the company name and the sales, purchase, tax and round-off ledgers, and one for Bank Statement to Tally for each bank ledger. Importing it there replaces a saved client of the same name, with its rules.

Each tool keeps its own tier and its own checks, and the formats are its own: when a portal changes a format, the tool that makes the file is updated, not the workspace.

Tasks, DSCs, work log and fees

• Tasks are deadlines no calendar knows — a notice to answer, a registration, a refund to follow up — with a status and who looks after them. They join the Today list and the calendar file.
• The DSC register keeps each digital signature certificate with its holder, role, class, who issued it, where it is kept and when it expires. A DSC shows on the Today list from 60 days before it expires.
• The work log records the work done for a client and the time spent (1:30, 1.5 or 90m), by whom and whether it is billable, with the month’s totals by client and a time sheet.
• Fees: record the bills you raise (in the Invoice Generator or your accounting software) and the fees received. Receipts are set against the oldest bills, so every client’s balance shows by the age of its bills — up to 30, 31 to 60, 61 to 90 and over 90 days — and a statement of account shows the balance brought forward, each bill and receipt, and the balance due.

Your clients’ data stays on this device

The workspace is kept in this browser’s storage (IndexedDB) on this device and is never uploaded. With a passcode, every record is stored encrypted with AES-256-GCM under a key that only your passcode opens (PBKDF2-SHA-256, 600,000 iterations, as the OWASP Password Storage Cheat Sheet recommends), and the workspace locks itself after the minutes you choose. The encrypted backup is one file, encrypted on the device with a passphrase you choose, to keep safe or to move the workspace to another computer. A lost passcode or passphrase cannot be recovered by anyone. Never keep portal passwords in the notes: use a password manager.

Sources

• CGST and IGST Acts and CBIC’s tax information portal for the rules and every notification
• Income-tax Act, 2025, Finance Act, 2026 and Income-tax Rules, 2026
• TRACES for TDS statements and certificates, the GST portal and the Income-tax portal
• Companies Act, 2013, LLP Act, 2008 and the MCA portal
• EPFO and ESIC’s contribution page

Limitations

• An estimate for information, not tax advice. CBIC, CBDT and the MCA extend dates by notification and change forms every year: the date shown is the statutory one or the extension the calendars carry, so check the portal before you rely on it.
• Statutory file formats change every year. The workspace makes no return or statement itself: the linked tools do, each with its own validator and its own tier; the workspace only hands them the client’s details.
• Statuses are what you record. The workspace does not read the GST, Income-tax, TRACES or MCA portals, so it cannot know that a return was filed elsewhere until you mark it.
• It is not desktop practice software: no multi-user office, no sync between devices, no telephone support, no filing to the portals. Two people can share it only by moving the encrypted backup between their computers.
• The data stays in one browser on one device. Clearing the browser’s site data deletes it unless you have a backup: download an encrypted backup regularly.
• Event-based filings — notices, refunds, ITC-04, registrations, a change of QRMP option during the year — are not worked out: add them as tasks. Professional tax uses the day you enter, and the labour welfare fund only where the board’s rate is known.

Privacy

Clients, statuses, tasks, DSCs, work and fees stay in this browser on your device (IndexedDB), encrypted when you set a passcode. Reports and calendar files are made on the device, and backups are encrypted on the device. Nothing is uploaded, and no government portal is contacted.