Module architecture

Seven work surfaces. One client-period file.

Move from statutory evidence to CA review without losing the source, owner or next action.

01 AI TaxBench Income Tax Core bench 02 AI TaxBench GST Core bench 03 AI TaxBench TDS Integrated review 04 AI TaxBench Audit Engagement and review 05 AI TaxBench Notices Core bench 06 AI TaxBench Documents Core bench 07 AI TaxBench Practice Core bench

Core bench means the surface can own work. Integrated review means the signal appears where another workstream needs it. Engagement and review keeps audit discipline visible without claiming a full statutory audit suite.

ATB Work deskClient fileEvidenceApprovalsMoney

Mehta & Co.FY 2024-25 · GST + Income Tax

Client work file

Open loops before review

CA review

7Blockers12Awaiting evidence5Awaiting approval3Payments due

WorkBenchStatusNext action

ITR-3 returnComplianceIn reviewResolve 26AS credit mismatch

P&L and balance sheetEvidenceTo doLink signed PDF

GSTR-2B ITC differenceGSTBlockedAsk client for books entry

TDS certificate 26ASIncome TaxWaitingConfirm credit in return

Professional tax challanMoneyDoneKeep proof attached

Source evidence

Form 26AS imported 16 May 2025. Credit mismatch flagged for CA review before portal handoff.

Synthetic client data. Product actions remain CA-controlled.

Selected bench

AI TaxBench Income Tax

Review return basis, statutory evidence, blockers and CA next actions in one client-period work file.

Form 26AS, AIS and TIS review
Return-basis and blocker guidance
Source and proof reconciliation
Manual portal handoff under CA control

The common object

The tab can change. The evidence trail should not.

Documents, requirements, approvals, filing control, money and history stay attached to the same client period.

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