Step 01
Search the task, not the menu
Start from the return, section, or client problem. The workspace pulls up the exact workflow with the surrounding context already in view.
The monthly GST close for Indian CA firms
Drop in the month's GSTR-2B, IMS, purchase and sales files for all your clients at once. Taxayu matches 2B against the books, works through IMS, ties GSTR-1 to 3B, lists the suppliers to chase, and shows on one sheet which clients are blocked, ready or filed.
Every figure is a reviewable workpaper tied to its source file. You file on the portal as you do today; Taxayu never asks for portal passwords. GST returns, ITC review and reconciliation workpapers sit in the same workspace.
Monthly close
One sheet
Every client: blocked, ready or filed
Checks per client
2B · IMS · 1↔3B
Matched, decided, tied out before filing
GST workspace
5
GST workflows and supporting tools
QUARTER CLOSE DESK
GSTR-1 auto-draft
Mehta Industries
BoE vs GSTR-2B recon
Apex Imports
IMS decision workpaper
Sharma HUF
Control layer
18
Due this week
07
Under review
04
Client replies
12
Workpapers ready
Module context
Owners, due dates, and GST reviews in one layer
Start here
Create a workspace and jump straight into the workflow surface without second-guessing the next move.
Operating system
Filing accuracy, team coordination, and a clean evidence trail in one workspace, through quiet weeks and filing deadlines alike.
Today
Search by section, return, scenario, or client need and land in the right workflow without rummaging through menus.
Due dates, owners, supporting sheets, and client records stay attached to the work instead of living in parallel spreadsheets.
GST returns, reconciliations, and review workpapers stay together from import to export.
Assignments
A. Mehta
GST review
R. Sharma
IMS review
N. Iyer
GST close
Coverage
Module atlas
Every workflow the practice needs (GSTR-1 drafts, DRC-03 payments, Rule 42 reversals, IMS decisions) is one search away. No menus to dig through, no context to lose between modules.
Prepare GST returns, reconcile purchases, review ITC and resolve exceptions from one workspace.
5 modules
5 modules in the catalog, 1 featured above.
Workflow
Filing, reconciliation, and review usually live in separate tools. Taxayu keeps them in one place, so the CA doing the work and the partner reviewing it work from the same screen.
Step 01
Start from the return, section, or client problem. The workspace pulls up the exact workflow with the surrounding context already in view.
Step 02
Move from drafting to reconciliation to computation without leaving the workspace. Every step stays on one screen, with the figures open to inspection.
Step 03
GST decisions, exceptions, source invoices, and follow-ups sit next to the output so the final handoff is complete and ready to review.
Pricing & data
Firms should know what they can run today, what unlocks on paid plans, and how client work stays contained before a workspace is created.
Pricing
Start with the GST workflow library and a measured export cap. Starter and Pro are available when the practice needs higher usage, AI capacity, bulk work, and the client workspace.
Trust
Client files, notices, imports, and working notes remain inside your workspace. Access-controlled dashboards keep firm users and client-portal users separated.
The daily workspace
The internal system a modern CA firm would build for itself: every related workflow in one place, nothing scattered across tools.
Start with the free workspace, bring in clients, and run the filing, review, and reporting system from one place.