This dashboard gives a brief note on which assessee details have been started, submitted, verified etc. The notification such as Birthday remainder, Statutory Dates, are also available on this panel.
Go to → Transactions → Return filing Status.
To view the Assessee details such as Mobile No. and email ID, the user should not access Master → Client Master, instead it can be directly viewed on the dashboard itself by just selecting a particular assessee. The details can then be seen at the bottom right panel.
The Task Status and Detailed Status can be manually updated from the task manager on to the dashboard.
A Drop Down combo is available for both the status. The user can also manually enter the status as per his choice.
The Assessee dashboard gives a brief description of the selected assessee with his master details such as PAN, Land Line number, Mobile Number, e-mail ID, Status, etc.
Quick Comparison gives Current year and last year comparison of income heads entered along with the Tax calculation
Overview shows the status of the selected assessee for the previous years.