Module architecture

Seven work surfaces. One client-period file.

Move from statutory evidence to CA review without losing the source, owner or next action.

01 AI TaxBench Income Tax Core bench 02 AI TaxBench GST Core bench 03 AI TaxBench TDS Integrated review 04 AI TaxBench Audit Engagement and review 05 AI TaxBench Notices Core bench 06 AI TaxBench Documents Core bench 07 AI TaxBench Practice Core bench

Core bench means the surface can own work. Integrated review means the signal appears where another workstream needs it. Engagement and review keeps audit discipline visible without claiming a full statutory audit suite.

Income TaxGSTTDS

Mehta & Co. FY 2024-25 · Income Tax

Pending CA review

7Blockers12Awaiting evidence5Awaiting approval3Payments due

Evidence collected

Form 26ASAIS/TISP&L signedBank statement missing

WorkBenchStatusNext action

26AS credit mismatchIncome TaxBlockedAssign review

Missing bank statementDocumentsWaitingAsk client

Draft ITR approvalApprovalsPendingPartner review

Advance tax challanMoneyReadyAttach proof

Source note

26AS imported 16 May 2025. Credit mismatch flagged for review before portal handoff.

Synthetic client data. Product actions remain CA-controlled.

Selected bench

AI TaxBench Income Tax

Review return basis, statutory evidence, blockers and CA next actions in one client-period work file.

Form 26AS, AIS and TIS review
Return-basis and blocker guidance
Source and proof reconciliation
Manual portal handoff under CA control

The common object

The tab can change. The evidence trail should not.

Documents, requirements, approvals, filing control, money and history stay attached to the same client period.

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