CA Client Management System

Features

 
  • Basic feature of the ca client management system is to track all the transaction between CA and its clients. It allows you to give Tax wise report of challan and return of challan. Also It track information of client document inward and outward.
  • Organization Detail with address information
  • User Management System with detail rights
  • State Master
  • City Master
  • Designation Master
  • Bank Name , Branch Name with MICR Code, Branch Code and Address
  • Company Master
  • Transactions
  • Document Reminder
  • Reports
    • Challan Reports
    • Return Reports

Key Points

  • Organization Detail
  • User Management System
  • State Master
  • City Master
  • Designation Master
  • Bank Name, Branch Name with MICR Code, Branch Code
  • Company Master
  • Transactions
  • Challan Entry
  • Return Entry
  • VAT Audit
  • Reports

Modules

 

 

Main Modules

  • Organization Detail with address information
  • User Management System with detail rights
  • State Master
  • City Master
  • Designation Master
  • Bank Name , Branch Name with MICR Code, Branch Code and Address

Company Master

  • Company Name
  • Type of Company (Proprietary / Partner / HUF / BOI / Company / AOP etc)
  • File No
  • Service Hired
    • Challan Reports
    • Account
    • VAT
    • CST
    • IT
    • TDS
    • ST
    • PTR
    • PAN
    • TAN
    • FBT
    • SSI
    • Shot Act
    • Print Book
    • IT Audit
    • VAT Audit
    • PTR-E
  • PAN No, TAN No, PTR-E No, PTR No, Export No, Import No, Excise No, Elect Ser No, SSI No, SSI Period, Shot Act No, Shop Act Period, Service Tax No, Vat No, CST No, STC Code
  • Multiple Email Addresses
  • VAT Return (Monthly / Quarterly / Half Yearly / Yearly)
  • TDS Return (Monthly / Quarterly / Half Yearly / Yearly)
  • CST Return (Monthly / Quarterly / Half Yearly / Yearly)
  • Service Tax Return (Monthly / Quarterly / Half Yearly / Yearly)
  • Partnership Detail
  • Proprietary Detail
  • All Employee Detail
  • Bank Details (Current and Saving with branch)

Transactions

  • Challan Entry
    • Challan Reports
    • Self Assessment (IT)
    • Advance Tax (IT)
    • Service Tax (ST) (SR7)
    • TDS (281)
    • FBT (283)
    • PTR (10)
    • PTR-E (10)
    • Advance VAT Deposit
    • VAT (207)
    • Advance CST Deposit
    • CST (4B)
  • Challan Entry - Partners
    • Self Assessment (IT)
    • Advance Tax (IT)
  • Return Entry
    • IT
    • FBT
    • VAT
    • CST
    • ST
    • PTR - E
    • TDS
  • Return Entry - Partners
    • IT
  • IT Audit
  • VAT Audit
  • Print Book
  • Bank Record System
  • PAN No Application
  • TAN No Application
  • Payment collection
  • Document Reminder
  • Service Reminder
  • Outward Register
  • Client Inward Register
  • Client Outward Register

reports

 

 

Financial Reports

  • Self Assessment - IT Challan (Company)
  • Service Tax
  • TDS
  • FBT
  • Professional Tax
  • Professional Tax - Employee
  • VAT
  • CST
  • Advance Tax
  • Partner - Self Assessment
  • Partner - Advance Tax
  • VAT Advance Deposit
  • CST Advance Deposit

Party Reports

  • Self Assessment
  • Service Tax
  • TDS
  • FBT
  • Professional Tax
  • VAT
  • CST
  • Partner - Self Assessment - IT Return

Other Reports

  • Bank Record System
  • Print Book
  • Account Finalized
  • IT Audit
  • VAT Audit
  • PAN No. Application
  • TAN No. Application
  • Payment Collection
  • Outward Register
  • Client Inward Register
  • Client Inward Register - With Detail
  • Client Outward Register
  • Client Detail - One Screen all detail
  • File No with all detail

Product Details