Standard reply structure + annexure checklist for 143(1), 148, 153A, CIT(A), ITAT notices.
Evidence and reconciliation checklist for GST DRC-01, DRC-01A, SCN and personal hearing notices.
Challan mapping and correction checklist for TDS/TCS defaults and TRACES notices.
Document request templates by case type — 143(1), reassessment, GST scrutiny, TDS default.
| Workflow | Steps | |
|---|---|---|
| How to set up a Notice Board | Tag cases, assign owners, set due dates, build evidence vault | View Guide |
| How to run Client 360 | AY-wise ITR/26AS/AIS view and variance workflow | View Guide |
| How to standardize drafting | Global + firm templates + approval flow | View Guide |
| How to set SLA escalation | Buckets, reminders, and partner escalation rules | View Guide |
| Article | Topic | |
|---|---|---|
| How to structure a notice reply pack | Templates + annexures + evidence linking | Read |
| AIS variance workflow: a practical checklist | Detect, explain, and store acknowledgements | Read |
| Billing and retainers for CA firms | Track collections without spreadsheets | Read |
| Hearing calendar best practices | Never miss a CIT(A)/ITAT date | Read |
Book a demo and we'll set up your firm's templates and checklists in TaxEye.
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