Client Portal • Dashboard (Demo)

Compliance Status Dashboard

Example view. In production, this can show real-time status from your tracker.

GST

This month

  • 2B Reco: In progress
  • GSTR-1: Pending approval
  • 3B: Scheduled

TDS

This quarter

  • 24Q/26Q: Drafted
  • Challans: Verified
  • Corrections: None

Books & MIS

Month-end close

  • Bank Reco: 95%
  • Ageing: Shared
  • MIS: Ready

Downloads (Demo)

  • GSTR-3B Acknowledgement (PDF)
  • 2B Reconciliation Summary (Excel)
  • TDS Working Summary (PDF)
In production, downloads will link to your month-wise output folder.

Open items

  • Vendor GSTIN confirmation pending (2 vendors)
  • Missing purchase invoices (3)
  • Bank statement for last week
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