Income tax software for CA firms: the return season, client by client.
Which return each client owes, whose papers have not come, what the computation says under each regime, and whose refund is still pending. You still file on the income-tax portal. CA Bundals keeps the season in order before and after you do.
One row per client. The return form and its date follow what the client is.
Eight of the 30 apps carry the return season
Four are open every day of the season. Four come in before and after the return.
Every day in the season
Income TaxITR, advance tax and tax audit dates for every client, with the acknowledgement kept against each return.DocumentsA checklist and an information sheet sent as a link. The client answers and uploads from the phone.Tax ComputationComputation of total income for individuals and HUFs, capital gains from statements, and the advance tax planner.WhatsAppReminders for papers and instalments, from your firm’s own number.Before and after the return
AuditPartner sign-off before a return is marked ready, and the tax audit file for audit cases.Refund TrackerEach refund from the day it is claimed to the day it is credited, stage by stage.Notices & LitigationIntimations and notices with a countdown to the reply date.Client PortalThe client approves the computation and sees the acknowledgement.The papers and the answers arrive before you ask twice.
Each return can carry a document request and an information sheet. The request is the checklist of papers. The sheet is the set of questions you ask every year: a new house, a sale of shares, a change of job. The client answers on the phone and confirms with a one-time code.
- A ready sheet for individual returns, each question with a Hindi line
- The return shows Awaiting data until the last paper lands
- Answers marked for attention come first when you review
A computation you can check, with both regimes side by side.
Upload the AIS, the 26AS and the broker’s capital-gains statement after you download them, key in Form 16 Part B, and Tax Computation lays out the computation of total income for an individual or an HUF. Both regimes are worked side by side, with a recommendation and the suggested return form. AIS entries that do not agree with what you keyed are listed.
- Capital gains read from a broker or registrar statement, with the column mapping remembered
- Printable working papers and an ITR data sheet to key from
- The client approves the computation in the portal before you go ahead
It runs on written rules and arithmetic. No AI reads or decides anything here.
Advance tax and refunds do not end with the return.
The advance tax planner takes each client’s estimate from the computation, or from a figure you type, sets it against the instalments and tracks the challans you record: paid, short or not paid.
After the return, a refund row opens by itself when a return in Tax Computation is recorded with a refund. You move it stage by stage from what the department’s site shows.
- Shortfall per instalment, across all clients, on one screen
- Refund ageing in days, a follow-up log and the next follow-up date
- A set-off against an old demand is shown apart, so someone checks the demand
What this income tax software does, and what it leaves to you
What it does
- Puts every ITR, advance tax instalment and tax audit on one calendar, client by client
- Collects papers and the yearly answers through a link, with reminders
- Works out the computation for individuals and HUFs under both regimes
- Tracks advance tax challans, refunds and notices after the return
What it does not do
- Submit a return or e-verify it. You do both on the income-tax portal
- Download the AIS, the 26AS or any statement. You download, then upload here
- Make the official ITR JSON. You get a data sheet to key into your return utility
- Work out income for companies, firms or LLPs
Questions CA firms ask before the season
No. There is no connection to the income-tax portal. You submit the return there as you do today and record the acknowledgement number here.
Individuals and HUFs, for the two assessment years the product carries. For companies, firms and LLPs the product carries the dates, the papers, the audit file and the sign-off.
Yes, when you send it. The client opens it in the portal, signing in with a one-time code on the mobile number you hold, and approves it there.
No. Tax, interest and capital gains run on written rules. The one place the product uses AI is a labelled helper that drafts a reply to a notice, which a partner must read and approve.
The pricing page shows where each of the 30 apps starts. The first 14 days include all of them.
More on what CA Bundals does
Dates, form numbers, rates and limits on this page are the product’s defaults for FY 2026-27. Verify each against the current notification. The firm, staff and clients in the screens are demo data, and the screens are drawings, not photographs.
Start the next return season with every client on one screen.
Every firm starts with 14 days of all 30 apps. No setup fee. Plans and limits are on the pricing page.