Concept of Service/Compliance
Examples of Service marked as compliance:
- GSTR 1
- GSTR 3B
- IT Return Filing
- ROC Annual Return Filing
- ROC Auditor Confirmation
- TDS Return Filing
Examples of service marked as not compliance:
- PAN card application
- Project Report
- GST Registration
Creating a compliance/service
Service Cost: It is an estimated standard cost for that particular service. This standard cost is copied to task. If you feel that for a particular task, the standard cost should be higher/lower than already entered, it can be edited at task level. This is found in taskview billing tab.
Addition of Compliance to Client
On the client tab, we get the list of all the clients for selected compliance name and periodicity. On the task tab, we get list of all the tasks for selected compliance name,periodicity and period. On non compliance tab, we will get list of all client for which task has not been created yet.
For keeping track of compliance, first make sure all tasks are created. Once all tasks are created the non compliance tab will be empty.