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Compliance tasks

Every recurring filing — GSTR-1 / 3B / 9, ITR, Tax Audit, TDS, ROC, labour returns, ICAI peer reviews — pre-generated 12 months ahead from each client's service subscriptions.

Compliance tasks

What's working​

  • Pre-generation engine materialises tasks for the next 12 months based on each client's ClientService × ServiceFrequency × due-date formula. Daily cron tops up the rolling window.
  • State machine: Open → InProgress → OnHold → Done → Filed → Cancelled → NA.
  • Filters: due-date range, status, priority, assignee, service code, client.
  • Bulk update — multi-select rows, set Status / Priority / AssignedTo in one click. KPI tiles up top: Overdue / Due-this-week / In-progress / Done-this-month.
  • DueDate colour coding — red overdue, orange this week, gold this month, gray done.
  • Drill-in from the dashboard's "Compliance pulse" tiles lands on filtered lists.

What's stub / pending​

  • Auto-create from filing — when a CA marks a task Filed, we don't yet stamp an ARN / acknowledgment number. Minor add.
  • Bulk reassign across staff — needs a polish slice.