RCA Task Tracker
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Add New Client
Client Name *
Type
Individual
Company
HNI
Partnership
PAN
Email
Phone
Manager
— No Manager —
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Add Employee
Full Name *
Email *
Username *
Role *
Executive
Manager
HR
Partner
Admin
Phone
Password
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New Assignment
Client *
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Task *
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Sub-Task
— None —
Assign To *
Select employee...
Role
Preparer
Reviewer
Approver
Due Date
Date of Entry
Estimated Hours
Remarks
Manager / Partner to Review
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Assign ITR
Client *
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Assign To *
Select employee...
ITR Form Type *
ITR-1
ITR-2
ITR-3
ITR-4
ITR-5
ITR-6
ITR-7
Assessment Year *
2025-26
2024-25
2023-24
Filing Type
Original
Revised
Belated
Due Date
Filing Date
Acknowledgement No.
Refund Amount (₹)
Tax Payable (₹)
⚠️ HNI / Schedule Flags
Is HNI Client?
No
Yes
Income above 50 Lakhs?
No
Yes
AL Schedule Applicable?
No
Yes
NA
AL Schedule Completed?
No
Yes
FA Schedule Applicable?
No
Yes
FA Schedule Completed?
No
Yes
Foreign Assets Details
💰 Income Details (₹)
Salary
House Property
Business/Prof.
Capital Gains
Other Sources
▶ Total
Income from Salary
Income from House Property
Income from Business or Professional
Income from Capital Gains
Income from Other Sources
Total Income (auto-calculated)
₹0
Salary + House Property + Business/Prof + Capital Gains + Other Sources
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Add New Task
Task Name *
Description
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Add Sub-Task
Sub-Task Name *
Description
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Post Announcement
Title *
Message *
Visible To
Everyone
Partners & Admins only
Managers & above only
Pin this?
No
Yes — Keep at top
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Add Important Date
Title *
Date *
Category
Filing
Compliance
Meeting
Holiday
Other
Description
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🔔 Send Notification
Send To
Title *
Message *
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📎 Attachments
Upload File (PDF/Excel, max 10MB)
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Assignment Detail
📎 Attachments
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