Guides & Templates

Resources for Tax Professionals

Get the best for your income tax, GST, and TDS workflows- from formats, checklists, and guides- fully designed as per your firm’s needs.

Templates

Reusable Response Formats & Checklists.

Income Tax Reply Pack

Standard formats with annexure checklist for 143 (1), 148, 153A, CIT (A), & ITAT notices.

  • Download PDF/DOC
  • Use them in draft studio
  • Personalized for your firm
Download
GST Notice Checklist

Evidence and reconciliation for GST DRC-01, 01A, SCN, and personal hearings.

  • Downloadable in PDF/Doc
  • Usable in AI-draft studio
  • Curated for your firm
Download
TDS Default Resolution

Map your challans and corrections for TDS/TCS defaults and TRACES notices.

  • Available in PDF/DOC
  • Use draft studio
  • Customized for your firm
Download
Client Questionnaire

Request documents by case type- 143 (a), reassessment, GST scrutiny, and TDS default.

  • Download PDF/Docs
  • Use in draft studio
  • Made for your firm
Download
Workflows

Step-by-step workflows for your Team

WorkflowSteps
How to setup your notice board Assign owners, tag cases, set dates, and make evidence vault. View Guide
How to use Client 360 Year wise ITR/26AS/AI view and variance workflow View Guide
How to draft using the studio Global formats and firm’s templates- final approval View Guide
Steps for SLA escalations Partner reviews, reminders, and buckets View Guide
Webinars

Live sessions and product Tutorials.

Weekly Demos

Notices, client 360, and drafting

Every Thu 5 PM IST
Register
Draft Studio Web Discussion

Templates with AI-assisted drafting and approvals

Monthly- 2nd Friday 5 PM IST
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CA Firm Operations

Billing, retainers, invoicing and SLAs

Monthly- 4th Friday 5 PM IST
Register
Blog

Read short and concise updates on tax changes..

ArticleTopic
How to structure a notice template pack Templates, annexures, and evidence linking Read
AIS workflow’s practical checklist Detect, review, and store acknowledgments Read
Retainers and billing for CA firms Collection tracking without spreadsheets Read
Hearing calendar best practices Never miss a CIT (A) or ITAT deadline Read

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