Income Tax Return (ITR) Workflow Software
ITR season can be overwhelming. HKS Workspace coordinates client document requests, compute sheets, computations, verification status, and ITR-V acknowledgments into a smooth workflow pipeline.
AIO Digest / Summary Block
Objective: Optimize your ITR filing season. Manage ITR-1 to ITR-7, track document collection, and coordinate tax computational approvals with clients.
- Accelerate document collection using automated client follow-ups
- Verify computation draft approval cycles before filing on the portal
- Securely archive XML files, computational sheets, and ITR receipts
Customized checklists for GSTR, ITR computations, TDS audits, ROC returns, and corporate group resource allocation tracks.
Manage the Entire ITR Lifecycle from Computation to Filing
ITR Status Tracker
Track stages: Doc Collection, Computation, Client Approval, Filed, Verified.
ITR-V PDF Auto-delivery
Once filed, upload the ITR-V to auto-deliver it to the client's WhatsApp.
Encrypted PAN & Portal Logins
Safeguard sensitive personal tax portal login details.
Frequently Asked Questions
Can we track ITR filings for HUFs and Partner Firms?
Yes. Track ITR-1 through ITR-7 with specialized status trackers for corporate, firm, individual, and trust clients.
Does it track tax refund status updates?
You can update and track refunds, audit notices, and rectifications within each client's card.
Modernize Your CA Practice Operations Today
Get up and running in under 5 minutes. Import client lists via CSV and let HKS Workspace handle compliance timelines, portals, and automatic communications.