ITR Filing Tracker v2.2

⚠ Critical — Filed but E-Verify pending for more than 15 days

#	Client	F.Y	File No	Allotted To	Filed Date	Days Pending	Remaining Days	Action

⏰ Pending Returns — Overdue by 15 days from allotment

#	Client	F.Y	File No	Allotted To	Date Allotted	Days	Stage	Action

Pending Work

Pending Work

Pending Checking

Filings

#	Client	File No	Allotted To	Allotted By	Status

Return Status Overview

Click any segment to view client list

Total Work Summary

Invoice Summary by Entity

ITR Allotment

#	Client	F.Y	File No	Allotted By	Allotted To	Due Date	Prepared	Filed	E-Verified	Reviewer	Mode	Status	Actions

Client Database

#	Client Name	File No	PAN	UIN	Contact	Email	Actions

ITRV — Pending Manual E-Verification

#	Client Name	F.Y	File No	Return Filed Date	Speed Post Send Date	ITR Verified Date	PDF Ready For Email	Action

✓ Completed ITRV ▼

Entity:

Practice Reports

Reports aging (>)daysDashboard panel (>)days

👥 EmployeesAdd staff with a unique Login ID and temporary password. The employee must change the password on first login.

Employee Name *

Login ID * Used to sign in — cannot be changed later

Initial Password * (min 6 chars)

Confirm Initial Password *

🔒 The employee will be prompted to change this password on their very first login.

Current Employees

🤝 PartnersAdd partners. Partners get full access to all filings and reports but cannot manage Admin Center settings.

Partner Name *

Login ID * (unique ID the partner will use to login)

Initial Password * (min 6 chars)

Confirm Initial Password *

Works as Employee

Show this partner in Allotted To and work tracking

🔒 The partner will be prompted to change this password on their first login.

Current Partners

🏦 Invoice EntitiesManage the billing entities available when raising invoices.

Entity Name

Current Entities

📅 Financial YearsManage the F.Y list available when allotting work. Mark one as default and add Revised/Updated entries as needed.

📊 Dashboard View Control which Financial Year's work is shown across the Dashboard and Practice Reports. This setting persists until you change it.

Dashboard — Work Allotted in F.Y

Filters all Dashboard stat cards, charts, and summary panels by the year in which work was allotted.

Practice Reports — Work Allotted in F.Y

Filters all Practice Report sections by the year in which work was allotted.

👤 Admin IdentityChange the admin display name and/or login ID. The default login IDs (geevu / admin) always work as fallback.

Display Name

Login ID (lowercase, no spaces)

⚠ Default login IDs geevu and admin always work as fallback — even after setting a custom ID.

🔒 Admin PasswordEnter your current password, then set a new one.

Current Password

New Password (min 6 chars)

Confirm New Password

👤 Employee Passwords & RolesOnly admin can set or reset employee passwords.

Update Filing