BALANCE iT

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PAN

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TAN Income Tax LoginID

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ESIC LoginID

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Contact mobile no -

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Task Management

Sr No.	Task	Action

Create Task

Client And Task Linking

Task *

Frequency *

Type

Client *

Due Date *

Task will be created for 15th and last day of the month

Before Reminder

End Date

Assign To

Narration

Priority

Document

Upload Document

Near Due

Allowed File Types: PDF | Word (doc, docx, odt, rtf) | Excel (xls, xlsx, ods, csv) | PowerPoint (ppt, pptx, odp) | Text (txt) | Images (png, jpg, jpeg, webp, heic, heif)

View Client And Task Linking

Client

Task

Status

Priority

Assignee

Client	Task	Narration	Due Date	Priority	Remaining/ Overdue	Assign	Status	Action

Document Name	Action

Update Recurring Task

Client

Task

Priority

Assignee

Frequency Type

Client	Task	Narration	Due Date	Priority	Assign	Frequency Type	Action

Task Details

Task

Type

Created By

Created On

Task Documents

Task Name:

Client Name:

Date:

Document Name

Preview

Download

Task Status Report

Date

Status

Report Type

Client Wise Task Wise

Client

Task

Employee Task Pending Report

Employee

Near Due Report

As On Date

Client

Task Overdue Report

As On Date

Client

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Upload Documents

Client *

Document Type *

Priority *

Note

Allowed File Types: PDF | Word (doc, docx, odt, rtf) | Excel (xls, xlsx, ods, csv) | PowerPoint (ppt, pptx, odp) | Text (txt) | Images (png, jpg, jpeg, webp, heic, heif) | Archive (zip)

Client Name:

Date:

Document No

Preview

Download

Active

Expired

Client	Period	Created On	Status	File Size	Action

Create Backup Request

Client

Financial Year Beginning

From Month

To Month

Document Type Master

Sr No.	Document Name	Action

Create Document Type