What is the use of ITR's tab in My tasks

Purpose: ITR's Tab shows a list of users whose ITRs have been filed. ITR’s tab shows all important user details related to ITR. Everification can also be done through this tab.

Step 1: Click on ITR’s option present below the My Users Tab.

Step 2: In ITR Filing filter, select the financial year to search the user based on it.

Step 3: Click on status to help differentiate users based on the status available like: WIP(Work In Progress, ITR Filed, All users option).

Step 4: Tax Experts can search for users by entering their 10 digit mobile number or proper email address.

Step 5: Please enter the correct Pan number to get their detailed information. 

Step 6: Click on search option to get users details.

Step 7: You can clear all filters and fields using clear button and search for different record.

Step 8: After clicking on search bar SME will get the details in ITR Filing details table.The ITR table shows the ITR information of the user, such as ITR ID, Client Name, Client Number, ITR Type, Filing Date, Pan Number, Email ID, and Return Type (Original or Return).

Step 9: Action Tab helps you to file revise return of the selected user

Step 10: You can go to the user's chat by clicking on Chat option it shows Kommunicate  and WhatsApp chat of selected user.

Step 11: You can call a user by clicking the call button. 

Step 12: E- verification tab helps you verify the ITR Filed of the user,  yellow color  shows that E- verification is in progress and the green dot shows that E- verification is done.

Step 13: While calling the user, the Notes option lets you see the notes that the SME has updated and you can add any details given by the user