For CA firms

The GST & TDS practice, run as one system.

One calendar for every client’s GST and TDS deadlines, chasing that runs itself on WhatsApp, the portal’s own reports fetched into a per-client vault, notices read and registered the day they arrive, and workpapers your team files from with confidence.

The CA suite

Everything in the suite, grouped the way the work runs.

Deadlines, chasing & the worklist

  • GST calendar for every client — GSTR-1, GSTR-3B and GSTR-9 deadlines on the statutory gate (above ₹2 crore turnover; GSTR-9C above ₹5 crore) with per-client checklists
  • QRMP quarterly filers run on their own cycle, in the same calendar and the same worklist
  • Income-tax deadlines ride the same calendar — ITR for individuals and audit cases, plus quarterly advance-tax instalments
  • TDS deadlines tracked and chased on the same view — no second tracker
  • WhatsApp chasing with follow-ups: document lists, reminders as the date approaches, escalation on the due day, every send and reply logged
  • One risk-sorted worklist across the client book, with penalty exposure in rupees for everything overdue

Reports & the vault

  • The download helper fetches GSTR-2A, GSTR-2B, GSTR-1, GSTR-3B and GSTR-9 from the GST portal into a per-client report vault
  • Downloads auto-start: tick what is missing for a client and period, and the helper goes to work through your own signed-in portal session
  • When a client’s portal login is stored in the vault, the login auto-fills on the portal page — your team member still clicks Login
  • Fetched reports open and download in place; JSON reports also come as Excel versions
  • A coverage grid shows, per client and period, which reports are in hand and which are still missing
  • Switching to Metiq mid-year? Fetch a new client’s filing history from the portal — GSTR-1, GSTR-3B, acknowledgements and GSTR-9 — graded by the evidence each file provides, reviewed by you, and the client’s filing floor advances to the last proven filing, so nothing already filed is ever chased. GST returns only

Workpapers & filing preparation

  • GSTR-1 summary and GSTR-3B workpapers, built from your client’s own documents
  • GSTR-1 offline-tool JSON for supported filings
  • TDS return preparation — deduction registers with 24Q / 26Q files generated, ready to upload
  • NIL-return confirmation flow on WhatsApp — the client confirms in the chat, the filing proceeds
  • AI document intake on WhatsApp: invoices and statements clients send are classified, read and checked off against the filing’s checklist

Notices, credentials & onboarding

  • GST notices register: upload a notice and AI classifies it — ASMT-10, DRC-01B, GSTR-3A — and tracks its response deadline
  • Encrypted credential vault for client portal logins: instruction record optional, every save and reveal audit-logged, deletable at any time
  • Client onboarding by CSV/XLSX import, with a duplicate guard so the same client never enters the book twice
  • Add a client from just a GSTIN — name, constitution, status and address fill in from the GST registry; you confirm before anything is created
  • GSTIN checksum validation at capture — a wrong check digit is stopped at entry, not at filing time
  • Per-client filing profiles — GSTIN, TAN and applicability captured once, used by every deadline

Metiq, for this practice

Cited answers for the team. Status answers for clients.

Metiq, the research assistant

  • Due dates, late fees, rule changes — answered from the rules and the circular corpus
  • Every answer carries its citation; if the corpus does not cover it, Metiq says so instead of guessing
  • Ask in the console or on WhatsApp, in English or Hinglish

Metiq, the client status concierge

  • Clients ask “is my GSTR-3B filed?” or “what is pending from my side?” on WhatsApp
  • Answers are status-only, from your firm’s live filing records — no AI guessing in between
  • Works only from the one WhatsApp number registered for that client; advice questions are routed to your team

How it fits your month

One filing cycle, end to end.

1

The calendar opens the month

Every client’s GST and TDS deadlines are already computed — monthly and QRMP alike — and the worklist is sorted by risk and penalty exposure.

2

Chasing runs itself

Document lists go out on WhatsApp; what clients send back is read and checked off. NIL clients confirm in the chat. Your team sees only what is still missing.

3

Reports land in the vault

Tick the missing reports and the helper downloads them from the portal. Workpapers build from the portal’s own numbers, not from a downloads folder.

4

Notices never sit in an inbox

A notice that arrives is uploaded once: classified, registered, its response deadline tracked. The team files from ready workpapers, on time.

Reading

Guides for the tax practice.

FAQ

Questions CA firms ask us first.

What can we ask Metiq?

Deadlines and workload, one client’s filing status and history, the documents you are chasing, whether a report is in the vault, the GSTR-1/GSTR-2B return checks against the 3B, invoice-by-invoice reconciliation against the 2B, penalties, due-date extensions and their impact on your clients, plus how-to guides and cited circulars — in English or Hinglish. The full list, section by section, is on the Asking Metiq page.

Does Metiq file our GST returns on the portal?

No — deliberately. Metiq prepares workpapers and portal-ready files, fetches the portal’s reports into your vault, and your team reviews and submits on the portal. A partner or article should never be surprised by what was filed in the firm’s name.

How do the report downloads work — do you need our clients’ portal passwords?

Downloads never need a stored password: the helper fetches reports through your firm’s own signed-in portal session, and downloads auto-start once you tick what is missing. Separately, when a client asks your firm to hold their login, it can live in the encrypted credential vault — and when it is used, it only auto-fills the login form; a person still clicks Login.

Can we pull a client’s whole year of reports in one go?

Yes — the bulk download on the client’s Reports tab. Tick several report types (or Select all), choose the months — the current financial year, the last 1 year, or any one financial year back to FY 2017–18 — and the helper fetches the set in one run. Reports already held are skipped, unfiled periods come back as “not filed”, and an interrupted run resumes without re-downloading what already landed.

Can Metiq check whether a client’s GSTR-3B matches their GSTR-1 and GSTR-2B?

Yes — the return checks on the client’s Reports tab. Pick a month and Metiq compares the filed GSTR-1 with the GSTR-3B (sales and tax) and the ITC claimed in the 3B’s Table 4A(5) with the suppliers’ reported invoices in the GSTR-2B, from the reports already in the vault (the 3B as its data (JSON) download). A difference comes back with the exact figure and the usual causes; a clean month simply says it matches. Export the check as an Excel or PDF workpaper for the client file. The checks are read-only and compare summary totals; for invoice-level matching, Invoice reconciliation sits on the same tab (next question).

Can we reconcile the GSTR-2B with the client’s purchase register, invoice by invoice?

Yes — Invoice reconciliation, on the client’s Reports tab. Import the month’s purchase register from Tally, BUSY or a spreadsheet (or use our template): the dry run shows the column mapping it will use and validates every row — a bad GSTIN, a missing invoice number or an unreadable date blocks that row and says why; warnings never block. The run then sorts every invoice into matched, value differences (shown field by field), in the 2B but not in the books (ITC not yet booked), in the books but not in the 2B (ITC at risk), and possible matches (the same invoice with what looks like a typo — suggestions only, never matched for you). Run it for one month or the financial year to date; clicking a summary number opens that bucket. Export the workpaper (Excel or PDF), or the at-risk invoices as a vendor follow-up list grouped by supplier. Imports are versioned — re-importing a month keeps the earlier version — and the reconciliation never edits a filing, a deadline or a report.

We have QRMP clients. Are they handled?

Yes. Quarterly filers under the QRMP scheme run on their own cycle inside the same calendar, worklist and chasing flow as your monthly filers — the team never maintains a separate quarterly tracker.

What happens when a GST notice arrives?

Upload it once. AI classifies the notice — ASMT-10, DRC-01B, GSTR-3A — it is entered in the notices register, and its response deadline is tracked alongside your filing deadlines, so a reply date is never discovered after it has passed.

Can our clients check their own filing status?

Yes. Each client can ask Metiq on WhatsApp — “is my GSTR-3B filed?”, “what is pending from my side?” — and gets a status-only answer from your firm’s live records. It works only from the one number registered for that client, and advice questions are routed to your team, never answered by the bot.

How do we bring our existing client list in?

By CSV or XLSX import. A duplicate guard keeps the same client from entering the book twice, GSTINs are checksum-validated at capture, and each client’s filing profile — GSTIN, TAN, applicability — is set once and drives every deadline from then on.

Also on the CA suite

For tax counsel & GST litigation practices

Notices, replies and appeals run on the same system — every client notice in one place with its deadline, draft replies from a maintained catalogue, documents chased from clients on WhatsApp until they land, and the full record kept in one vault. The firm argues the case; Metiq runs the calendar, the chasing and the paperwork trail.

Start with five clients. Judge us on one filing cycle.

The trial runs the full CA suite on your real deadlines — calendar, chasing, vault and Metiq included.