New Feature - Tax Package report in Email Scheduler
Posted
over 3 years ago
by Anuj Jain
A
Anuj JainAdmin
We have released a new option in Email Scheduler menu called "Tax Package". You can use this to send a combined set of reports related to Income Tax filing for your Investor.
Reports included in Tax Package are as follows -
Capital Gain Summary PDF (This includes Valuation as on 31st Mar + Dividend summary + TDS summary+ ELSS Investments + Quarter wise Gain)
Capital Gain Detailed Excel
Transaction Statement PDF
Schedule 112A Excel
All these reports will be mailed as attachment in 1 common email for the convenience of the client. This can be forwarded to their CA as well if required.
Regards
Team InvestWell
3 Votes
8 Comments
Sorted by
R
RAKESH KUMAR SINGHALposted
about 3 years ago
Can we download it for a single client i.e add Tax report in client dashboard where we can download his/her this package in a single click
1 Votes
R
RAKESH KUMAR SINGHALposted
about 3 years ago
Can we give Tax report feature to Back office and RM or can we generate a single Tax report with all attachments from some other place with a Provision for email CC as it is very much required
1 Votes
R
RAKESH KUMAR SINGHALposted
over 3 years ago
Please add Period end Holding too in this report
0 Votes
A
Anuj Jainposted
over 3 years ago
Admin
It's already there in Capital Gain Summary PDF as a separate section.
0 Votes
R
RAKESH KUMAR SINGHALposted
over 3 years ago
Can we also send full Tax report for a single client
0 Votes
A
Anuj Jainposted
over 3 years ago
Admin
Yes, you can use Email scheduler to select only 1 client and send the Tax package using that.
0 Votes
S
Surat Commercial Private Ltd.posted
about 3 years ago
Give the option to download it for a single client/Family
0 Votes
T
TRUVESTOR WEALTHposted
about 3 years ago
As already suggested by someone above - there should be an option to send the Tax report to the accounts team/back office of client with a CC to the client. Because sending it to client is of not much use.
We have released a new option in Email Scheduler menu called "Tax Package". You can use this to send a combined set of reports related to Income Tax filing for your Investor.
Reports included in Tax Package are as follows -
All these reports will be mailed as attachment in 1 common email for the convenience of the client. This can be forwarded to their CA as well if required.
Regards
Team InvestWell
3 Votes
8 Comments
RAKESH KUMAR SINGHAL posted about 3 years ago
Can we download it for a single client i.e add Tax report in client dashboard where we can download his/her this package in a single click
1 Votes
RAKESH KUMAR SINGHAL posted about 3 years ago
Can we give Tax report feature to Back office and RM or can we generate a single Tax report with all attachments from some other place with a Provision for email CC as it is very much required
1 Votes
RAKESH KUMAR SINGHAL posted over 3 years ago
Please add Period end Holding too in this report
0 Votes
Anuj Jain posted over 3 years ago Admin
It's already there in Capital Gain Summary PDF as a separate section.
0 Votes
RAKESH KUMAR SINGHAL posted over 3 years ago
Can we also send full Tax report for a single client
0 Votes
Anuj Jain posted over 3 years ago Admin
Yes, you can use Email scheduler to select only 1 client and send the Tax package using that.
0 Votes
Surat Commercial Private Ltd. posted about 3 years ago
Give the option to download it for a single client/Family
0 Votes
TRUVESTOR WEALTH posted about 3 years ago
As already suggested by someone above - there should be an option to send the Tax report to the accounts team/back office of client with a CC to the client. Because sending it to client is of not much use.
0 Votes
Login or Sign up to post a comment