✦ CA PRACTICE MANAGEMENT CLOUD SUITE

Hajiganj, Patna City, Bihar · Tel: +91-7277900409

● ZOHO BOOKS CONNECTED

✉ canewtax@gmail.com

📝 Register 🔑 Sign In

Admin Sign Out 🚪

☰ Portal Navigation Menu ▾

🏠 Dashboard 👥 Clients 209 📋 Tasks & Filings 💼 Fees Tracking 🏛️ Bank Directory 65 ▣ Accounting Software 21 ✦ CA AI Tools 16 ◉ Social Portals 9 ◈ Statutory Hub ☎ Stakeholders 💼 Fees Tracking ◫ Attendance 📊 MIS Reports ⚙ Settings 👥 User Approvals

↑ Scroll

🔑 Sign In 📝 Register Account

Registered Email / Mobile

Password

Account Role Admin (canewtax@gmail.com / 7277900409) Staff / Article Assistant / Accountant Client (Taxpayer / Business)

Continue with 2FA Verification → ⚡ 1-Click Admin Quick Sign-In

Admin 2FA sends 6-digit OTP to canewtax@gmail.com / 7277900409.

Registration Security Policy:
• Clients: Email / PAN must exist in records.
• Staff / Articles: Requires Admin approval.

Register As Client (Existing Taxpayer / Business) Staff Member Article Assistant Accountant

Full Name

Email Address

Mobile Number

Client PAN or GSTIN

Create Password

Submit Registration for Approval ✓

🔐

2-Factor Authentication

_ _ _ _ _ _

Verify & Enter Dashboard 🔓 ✉ Open Gmail to Check OTP

Resend OTP · Cancel

Customize Column Headings (Renaming)

✕

Reset to Defaults

Cancel Save Custom Headings ✓

Edit Taxpayer Record & Passwords

✕

Client Legal Name *

Trade / Business Name

Client Status 🟢 Active Compliant 🔴 Inactive / Suspended

Date of Birth / Incorp

Category / Type Individual Business Regular Taxpayer Composition Dealer Partnership / LLP Private Limited Trust / Society

PAN Number

Mobile Number

Email Address

Retained Services

Referred By / Reference

Registered Address

🏛️ GST Portal & E-Way / E-Invoice Master

GST Login ID

GST Password

Filing Frequency

GST Retainer Fee (₹)

GSTR-1 Last Period

GSTR-3B Last Period

E-Way Bill Login

E-Way Password

📋 Income Tax e-Filing Master

ITR Login ID

ITR Password

ITR Status

ITR Fee (₹)

🍽️ FSSAI, EPFO/ESIC Labour & NetBanking

FSSAI License #

FSSAI Login

FSSAI Password

FSSAI Fee (₹)

EPFO PF ID

EPFO PF Pass

ESIC Employer Code

ESIC Password

NetBanking User ID

NetBanking Pass

Notes & Remarks

Cancel Save All Details & Passwords ✓

Add New Portal or Tool

✕

Directory Category 🏦 Bank Directory ▣ Accounting Software / ERP ✦ CA AI Research Tool ◉ Social / Tax Portal

Portal / Tool Name

Category / Type

Website / NetBanking URL

Sample IFSC / Details

Cancel Save to Directory ✓

Office Executive Dashboard

Real-time overview of compliance calendar, deadlines, and recent taxpayers.

🖨️ Print 📄 PDF

📅 Statutory Compliance Calendar

GSTR-1 Monthly

11th of Month

EPFO & ESIC

15th of Month

GSTR-3B Monthly

20th of Month

QRMP Bihar

24th Quarter End

Due Today

2

Due Tomorrow

3

In 7 Days

8

After 7 Days

14

In 30 Days

35

Overdue ≤7D

1

Overdue >7D

0

Total Work

63

Recent Taxpayers & Active Files

View all 209 clients →

S.NO.	CLIENT NAME	PAN	MOBILE	EMAIL	GSTIN	ACTION

Taxpayer & Client Master Database (Full 38-Column Suite)

Complete database from master excel with customizable column headings, password reveal, column filters & exports.

+ Add New Client 👁️ Reveal All Passwords ✏️ Rename Column Headings 📊 Full Master Excel (.csv) 📄 Master Directory PDF

👁️ Column Visibility (38 Columns) ▾

Select Columns to View

All ✓ None ✕

🔄 Reset Filters

All Clients (209) 🟢 Active (198) 🔴 Inactive (11)

+ Add Custom Column 📊 Export to Excel (.csv)

209 Clients

0 clients selected

Change Category... Regular Taxpayer Composition Dealer Individual Partnership / LLP Private Limited Apply Category 📄 Export Selected Dossiers PDF 🗑 Bulk Delete

Compliance Tasks & Filings

Monthly, quarterly and annual compliance filings tracker.

🖨️ Print 📄 PDF

S.NO.	TASK DESCRIPTION	CLIENT	CATEGORY	DUE DATE	STATUS	ACTION
1	GSTR-1 Monthly Return Filing	PANKAJ KUMAR GUPTA	GST Return	11-Aug-2026	FILED ✓	View Details
2	GSTR-3B Monthly Return Filing	ROHIT PRAKASH	GST Return	20-Aug-2026	PENDING ⏳	Mark Done
3	ITR-3 Business Computation	SANJEEV KUMAR	Income Tax	31-Oct-2026	DOCS PENDING	Follow Up

Fees Tracking

Track invoices, collections and overdue payments in one place.

Refresh Zoho Data

● Live scan active

Zoho Books due report

Last scanned: 7:25:10 am · refreshes every 30 seconds

Open Zoho Books →

Total Receivable

₹3,69,903

112 client accounts · credit notes adjusted

₹

Payments Received

₹5,25,150

61 payment receipts · click to view

✓

Overdue Amount

₹2,89,401

119 overdue invoices · click to follow up

!

Payment Pending Invoices

124

124 pending invoices · click to view

📋

Invoice & Payment Register

All invoices scanned live from Zoho Books.

All Invoices Payment Pending Payment Received Overdue Follow-up Payment Receipts Credit Notes Client Details

All records Pending Only Paid Only Overdue Only

176 records

Select party for ledger Download Party Ledger PDF

Print PDF Excel MS Word Send on WhatsApp Send on Email

INVOICE	CLIENT	DATE	DUE DATE	AMOUNT	BALANCE	STATUS	ACTIONS

📜

Official Statement of Accounts

📄 Download PDF 🖨️ Print 📊 Excel 💬 WhatsApp ✉ Email ✕

CAnewTax

Consultancy And New Tax Services

CONSULTANCY AND NEW TAX SERVICES
HAJIGANJ, CHHOTI PATAN DEVI, TIWARI GALI, PATNA CITY
Patna Bihar 800008, India
GSTIN: 10ETJPK2942D1Z3 | Phone: 7277900409
canewtax@gmail.com | www.canewtax.com

Statement of Accounts

Generated on 19-08-2026 07:26 AM | All amounts in INR

To

AARAMBH BUSINESS & MARKETING

Mobile: +91-9308357668

Email: aarambhmarketing3@gmail.com

GSTIN: 10AXXPP7989B2ZU

Address: Deepleela Complex, G1, vindhwasni street, Patna, Bihar 800003

Opening Balance

Rs. 0.00

Invoiced Amount

Rs. 344,216.00

Payments Received

Rs. 280,000.00

Credit Notes

Rs. 0.00

Balance Due

Rs. 64,216.00

Transaction Details

Date	Transactions	Details	Amount	Payments	Balance

Closing Balance Due: Rs. 64,216.00

This is a computer-generated statement from CAnewTAX. Please contact us for any clarification.

India Bank Directory & NetBanking Hub

Public, Private, Small Finance, Payments & NBFC directory with official brand logos & NetBanking links.

+ Add Custom Bank 🖨️ Print 📄 PDF

All Bank Categories Public Sector Banks Private Sector Banks Small Finance Banks Payments Banks NBFC & Financial International Banks 65 Banks

S.NO.	OFFICIAL LOGO & BANK NAME	CATEGORY	SAMPLE IFSC	NETBANKING ACTION

Accounting Software & ERP Directory

Indian & global accounting software directory with official brand logos & quick launch.

+ Add Custom Software 🖨️ Print 📄 PDF

21 Platforms

S.NO.	OFFICIAL LOGO & SOFTWARE NAME	REGION	TYPE / ERP	LAUNCH PLATFORM

CA AI & Research Tools

AI assistants for GST case law research, tax notice drafting & workflow automation.

+ Add Custom AI Tool 🖨️ Print 📄 PDF

16 AI Tools

S.NO.	OFFICIAL LOGO & AI TOOL	DEVELOPER	CATEGORY	LAUNCH PLATFORM

Social & Messaging Platforms

Official tax broadcast channels and client communication networks.

+ Add Custom Portal 🖨️ Print 📄 PDF

S.NO.	OFFICIAL LOGO & PLATFORM	REGION	PURPOSE	OPEN OFFICIAL SITE

Government & Statutory Portals Hub

Direct 1-click jump to official Indian tax, GST, secretarial & banking websites.

GST Portal ↗
services.gst.gov.in

GSTR-1, GSTR-3B, GSTR-9, ITC-04 & E-Way Bill

Income Tax e-Filing ↗
incometax.gov.in

ITR 1-7, AIS, TIS, 26AS, Form 10B/10BB & Notices

TRACES TDS Portal ↗
tdscpc.gov.in

Form 16/16A Generation, TDS Defaults & Conso File

MCA V3 Portal ↗
mca.gov.in

Company & LLP Secretarial, DIR-3 KYC, AOC-4/MGT-7

Stakeholders & Contact Directory

Direct WhatsApp and Gmail triggers for directors, partners & accountants.

Office Receipts & Billing Daybook

Fee collections, office overheads, daybook vouchers and cash/bank balances.

🖨️ Print 📄 PDF

Total Fee Collections

₹1,84,500

Operating Expenses

₹32,400

Net Firm Balance

₹1,52,100

Total Vouchers

48

S.NO.	VOUCHER #	DATE	TYPE	PARTY / CLIENT	CATEGORY	MODE	AMOUNT
1	RCP-2026-081	18-Aug-2026	RECEIPT	PANKAJ KUMAR GUPTA	Annual GST Retainer	UPI / GPay	₹12,000
2	RCP-2026-082	17-Aug-2026	RECEIPT	ROHIT PRAKASH	ITR-3 Tax Audit Filing	Bank Transfer	₹8,500

Staff Attendance & Leaves

S.NO.	STAFF MEMBER	ROLE	CONTACT	TODAY STATUS	PUNCH
1	Amit Kumar	Senior Article Assistant	+91-9835012345	PRESENT (09:45 AM)	✓ In Office
2	Priya Kumari	Accountant / GST Assistant	+91-9122098765	PRESENT (09:50 AM)	✓ In Office

Management Information System (MIS) Reports

Client Portfolio By Service

GST Returns & Compliances: 88% (184 Clients)

Income Tax Filings (ITR): 75% (157 Clients)

FSSAI Food Licenses: 35% (73 Clients)

PF & ESIC Labour Registrations: 25% (52 Clients)

Financial Realization Overview

Total Billed Receipts: ₹1,84,500

Total Operating Overheads: ₹32,400

Net Firm Margin: ₹1,52,100 (82.4%)

Active Financial Year: FY 2025-26 (AY 2026-27)

Firm Settings & Encrypted Backup

📥 Encrypted Database Backup

📥 Download Full JSON Backup

User Access & Approvals

0 Pending Approvals

S.NO.	NAME	ROLE	EMAIL	MOBILE	DATE	STATUS	ACTIONS