✦ CA PRACTICE MANAGEMENT CLOUD SUITE

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

● ZOHO BOOKS CONNECTED

✉ canewtax@gmail.com

Admin

🏛️ CONSULTANCY AND NEW TAX SERVICES

CA Practice Management Cloud Suite & Open Utilities Hub

Centralized cloud operating system for Tax Audits, GST, ITR, MCA, Zoho Books Fees Tracking, and open public directories for Indian Banks, Tech Suites, UPI & AI Tools.

🌐 Free Practice Tools & Direct Portals Access Public Access

📍 Hajiganj, Patna City, Bihar · 📞 +91-7277900409 Explore Public Tools Below ↓

Registered Email / Mobile Number

Account Password

Portal Account Role

🔐 Dual-factor authentication dispatches 6-digit OTP code to registered email.

Registration Policy:
• Clients: Email / PAN must match CAnewTAX client records.
• Staff: Requires Admin approval.

Full Name

Email Address

Mobile Number

Client PAN or GSTIN

Create Password

Open Practice Utilities Hub

🌐 Free Practice Tools & Direct Portals Access

No login required to view directories & launch official portals

🔐

2-Factor Authentication

✉ Open Gmail to Check OTP

Resend OTP · Cancel

Customize Column Headings (Renaming)

Add Client

GST Applicable

Basic Details

File No / Client Code

Type of Client *

Legal Name *

Trade / Business Name

Registered Address

Date of Birth / Incorporation

PAN Number

TAN Number

📱 Primary Mobile

✉️ Primary Email

🟢 Client Status

🏷️ Client Tags & Retained Work Categories Click tags to toggle

📝 Notes & Audit Remarks

Tasks Applicable

Select the compliance tasks applicable to this client. You can tick or untick tasks for each category.

Income Tax

Select All

Advance Tax Advance Tax - One Instalment ⓘ ITR - Income Tax Audit ITR - Stat Audit ITR - Unaudited SFT Filing TCS Return TDS Return - Non Resident TDS Return - Non Salary TDS Return - Salary

GST Compliance

Select All

GSTR-1 Return GSTR-3B Return GSTR-9 Annual Return GSTR-9C Reconciliation E-Way Bill Generation E-Invoice Generation GST LUT Filing GST Refund Application

MCA, Labour Law & Regulatory

Select All

DIR-3 KYC Directors AOC-4 Financials MGT-7/7A Annual Return EPFO Monthly ECR Filing ESIC Monthly Return FSSAI Food Safety Audit

Staff Allocation & Task Routing

Task / Category	Assigned Staff User	Reviewer / Partner	Action

💡 Allocation Hierarchy: If users are assigned to a specific task (e.g. GSTR-1 Monthly), then they will be allocated. If not, then the category of the task (e.g. "All GST Tasks") will be considered. And if no users are assigned to category, then users assigned to "All Tasks" will be allocated automatically.

Contact Persons

Contact Name	Designation / Role	Mobile	Email	Primary	Action

Client Family & Business Groups

🏢 Client Group Name

👑 Group Head Entity / PAN

🔗 Relationship / Sister Concern Tag

💰 Group Consolidated Retainership (₹)

Linking clients into groups enables consolidated billing, single 360-degree group review, and combined compliance status tracking.

Custom Fields Details

BANK LOGIN PASSWORD

BANK PROFILE PASSWORD

BANK TRANSITION PASSWORD

CORPORATE BANK USER NAME

SAVING BANK LOGIN PASSWORD

SAVING BANK TRANSITION PASSWORD

SAVING BANK USER NAME

🏛️ 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 (PAN)

🔒 ITR Password

📊 ITR Status

💰 ITR Fee (₹)

🍽️ FSSAI, EPFO/ESIC Labour, MCA & 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

Digital Document Vault & KYC Attachments

Upload and securely store PAN, GST certificates, COI, deeds, agreements & signed returns.

+ Upload Document

🆔

PAN Card Copy Not Uploaded

🏛️

GST Certificate (REG-06) Not Uploaded

🏢

Incorporation / Deed Not Uploaded

🏦

Cancelled Cheque Not Uploaded

Document Name	Category	File Size	Upload Date	Actions
No document attachments uploaded yet. Click "+ Upload Document" above to attach client files.

Add New Portal or Tool

Directory Category

Portal / Tool Name

Category / Type

Website / NetBanking URL

Sample IFSC / Details

Office Executive Dashboard

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

📅 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

Due Tomorrow

In 7 Days

After 7 Days

In 30 Days

Overdue ≤7D

Overdue >7D

Total Work

Recent Taxpayers & Active Files

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.

Select Columns to View

209 Clients

0 clients selected

Compliance Tasks & Filings

Monthly, quarterly and annual compliance filings tracker.

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

Zoho Books Live Due Reports & Party Ledgers

Complete Zoho Books live report suite — Invoices, Dues, Payments Received, Overdues, and Party Statements.

Total Receivable Dues

₹64,200

Collections Received

₹1,20,300

Overdue Follow-up

₹14,500

Pending Invoices

S.NO.	INVOICE #	CLIENT / PARTY	DATE	DUE DATE	TOTAL AMOUNT	BALANCE DUE	STATUS

S.NO.	RECEIPT #	CLIENT / PARTY	DATE	MODE	AMOUNT RECEIVED	REFERENCE #	STATUS

S.NO.	CREDIT NOTE #	CLIENT / PARTY	DATE	TOTAL AMOUNT	BALANCE	STATUS

S.NO.	CLIENT / TAXPAYER	MOBILE	EMAIL	TOTAL OUTSTANDING	INVOICES DUE	OVERDUE COUNT	STATUS	CALL / FOLLOW-UP

Select Party for Ledger:

STATEMENT ISSUED TO:

—

GSTIN: — · PAN: —

TOTAL AMOUNT OUTSTANDING DUE

₹0

Status: All Invoices Cleared

Total Invoiced

₹0

Payments Received

₹0

Credits Adjusted

₹0

Net Balance Due

₹0

S.NO.	DATE	TRANSACTION TYPE	DETAILS / VOUCHER #	INVOICE (₹)	PAYMENT (₹)	RUNNING BALANCE (₹)

India Bank Directory & NetBanking Hub

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

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.

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.

16 AI Tools

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

Social & Messaging Platforms

Official tax broadcast channels and client communication networks.

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

◈ Central & State Statutory, Revenue & Tenders Hub

Direct 1-click access to Central & State Govt Tax, E-Tendering, Construction, Municipal Property Tax & Land Registry Portals.

72 Portals

⚡ Keyword matches will be automatically highlighted

🏢 Tech Ecosystems & Enterprise Suites

Company-wise all official applications for Google, Zoho, Microsoft, Meta, Adobe, Amazon & Apple with saved 1-click logins.

103 Applications

📱 India UPI, Fintech & Merchant Settlement Hub

Instant 1-click access to all UPI consumer apps, Soundbox settlement portals, payment gateways & tax UPI.

31 Apps & Portals

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.

Total Fee Collections

₹1,84,500

Operating Expenses

₹32,400

Net Firm Balance

₹1,52,100

Total Vouchers

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)
2	Priya Kumari	Accountant / GST Assistant	+91-9122098765	PRESENT (09:50 AM)

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

User Access & Approvals

0 Pending Approvals

S.NO.	NAME	ROLE	EMAIL	MOBILE	DATE	STATUS	ACTIONS

💬 Ask Gokul (AI Tax Consultant)

Gokul Ji AI TAX LEAD

Gemini AI • ICAI Code of Ethics Verified

⚖️ Gokul Ji (Senior Tax Consultant)

Namaste! I am Gokul, your AI Tax & Compliance Consultant for CANewTAX Services.
I adhere strictly to the ICAI Code of Ethics and verified provisions of:

Income Tax Act, 1961 (ITR 1-7, Tax Audits, Capital Gains, TDS/TCS)
CGST/SGST Acts (GSTR-1, 3B, 9/9C, ITC, E-Way Bill)
MCA & Companies Act (DIR-3 KYC, AOC-4, MGT-7)
CANewTAX Portal operations & client management

How can I assist you with your tax calculations or client records today?

CANEWTAX

CANEWTAX

CA Practice Management Cloud Suite & Open Utilities Hub

🌐 Free Practice Tools & Direct Portals Access

Office Executive Dashboard

Recent Taxpayers & Active Files

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

Compliance Tasks & Filings

Zoho Books Live Due Reports & Party Ledgers

—

India Bank Directory & NetBanking Hub

Accounting Software & ERP Directory

CA AI & Research Tools

Social & Messaging Platforms

◈ Central & State Statutory, Revenue & Tenders Hub

🏢 Tech Ecosystems & Enterprise Suites

📱 India UPI, Fintech & Merchant Settlement Hub

Stakeholders & Contact Directory

Office Receipts & Billing Daybook

Staff Attendance & Leaves

Management Information System (MIS) Reports

Client Portfolio By Service

Financial Realization Overview

Firm Settings & Encrypted Backup

📥 Encrypted Database Backup

User Access & Approvals

CONSULTANCY AND NEW TAX SERVICES

Useful Links

Contact

Hajiganj, Chhoti Patan Devi, Tiwari Gali, Patna City, Patna, Bihar 800008

canewtax@gmail.com

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