Attention Needed
| Client Name | PAN | Entity | AY | ITR Form | Manager/Employee | Return Status | E-Verification | Billing | Payment Status | Actions |
|---|
| Manager / Employee | Total Clients | Returns Filed | Returns Pending | E-Verification Pending | E-Verified | Billing Pending | Payments Pending | Outstanding Amount |
|---|
Returns Pending
Clients whose return has not been filed yet.
Returns Filed
Clients whose return has been filed.
E-Verification Pending
Filed but not yet e-verified.
Billing Pending
Clients not yet billed.
Outstanding Payments
Billed clients with amount still due.
Full Client List (PDF)
Print-friendly summary of all clients.
Import Clients (CSV)
Import clients from a CSV file. Use the export below first to see the expected column format.
Export Complete Database
Export all client records as CSV, or a full JSON backup.
Restore Backup
Restore a previously exported JSON backup. This will replace all current data.
Danger Zone
Permanently erase all client data stored in this browser.
Automatic Local Backup
This app automatically keeps a rolling backup copy in your browser's local storage every time data changes. Last automatic backup:
About This Utility
This is an offline, browser-based Income Tax Return (ITR) client tracking tool for CA / tax consultant offices. All data is stored locally in this browser (localStorage) — nothing is sent to any server. Use the Data Management tab regularly to export backups.
Important Note on Automation
This tool does not log in to the Income Tax portal or auto-detect filing / e-verification status. The Income Tax portal has no public API for this, and automated login may violate its terms of use. Return filed, e-verification, and billing status must be updated manually here after confirming on the portal.