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ITR Management
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ITR Filing Tracker
AY 2026-27
AY 2025-26
AY 2024-25
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S.No
Code
Client Name
PAN
Mobile
Type
Team
Assigned To
Interested
Last Detail
Invoice
ITR Status
Inv Copy
Docs
Client Access
Add New Client
Assessment Year
AY 2026-27
AY 2025-26
AY 2024-25
Client Name
*
PAN
Must be unique per AY
Client Code
Must be unique per AY
Mobile
Type
— Select —
Audited
Unaudited
Upload Excel — ITR Data
Assessment Year
AY 2026-27
AY 2025-26
AY 2024-25
Duplicate Handling
Skip Duplicates
Update Existing
Add All
Drag & Drop Excel file here (.xlsx / .xls / .csv)
Browse File
Column Mapping
Preview (first 5 rows)
ITR Team Management
Team A
Team B
Assign Staff to Team
Select Staff Member
Team A
Team B
Remove from Team
Assign
Create Invoice
ITR Type
ITR-1
ITR-2
ITR-3
ITR-4
ITR-5
ITR-6
ITR-7
Audit+ITR
Custom
Amount (₹)
GST
0%
18%
Total
₹0
Notes
ITR Documents
Document Type
Income Tax Return
Copy of Invoice
Computation
Other Attachment
Label / Description
File
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Client Portal Access
File Upload Access
Client can upload Form 16, bank statements etc.
Invoice View Access
Client sees invoice in their portal
ITR Document Access
Client can download their filed ITR
👤 Login as Client
Open client portal as this client to upload ITR data on their behalf
Open Portal