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.
Please add Period end Holding too in this report
It's already there in Capital Gain Summary PDF as a separate section.
Can we also send full Tax report for a single client
Yes, you can use Email scheduler to select only 1 client and send the Tax package using that.
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