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Compliance Trackers

Track all statutory compliance work in powerful grid views with inline editing, bulk operations, and Excel export capabilities.

Tracker Overview#

Practicore provides specialized trackers for all major Indian statutory compliance types. Each tracker is designed with the specific fields and workflows for that compliance type.

GSTR Compliance

  • GSTR-1 & GSTR-3B tracking
  • Tax liability & ITC
  • ARN numbers
  • Return period management

ITR Compliance

  • Assessment year tracking
  • Tax computation
  • Refund status
  • Acknowledgment numbers

ROC Compliance

  • AOC-4, MGT-7 forms
  • Due date monitoring
  • SRN tracking
  • Fee calculations

TDS Compliance

  • Quarterly returns (24Q, 26Q)
  • Challan tracking
  • Certificate generation
  • Lower deduction orders

ADT-1 Auditor

  • Appointment tracking
  • Rotation compliance
  • Filing status
  • Resignation tracking

DPT-3 Deposits

  • Annual returns
  • Deposit details
  • Due date reminders
  • Penalty tracking
Excel Export

Export any compliance tracker to Excel or CSV format with one click. Use the download button in the top-right corner of each tracker.

GSTR Compliance Tracker#

Track GST returns for all your clients with complete visibility into compliance status, tax liability, and input tax credit.

Tracked Fields#

Client name and GSTIN
Return period (month/quarter)
GSTR-1 status and filing date
GSTR-3B status and filing date
Sales amount and tax liability
Input Tax Credit (ITC) claimed
Net payable amount
ARN number after filing
Payment challan details
Late fee and penalty tracking

Features#

Auto-calculate net payable from sales and ITC
Bulk compliance status updates
Due date reminders (7, 3, 1 day before)
Filter by compliance status, period, or client segment
Export monthly/quarterly reports for auditors
Return Periods

The tracker automatically handles monthly and quarterly filers. Set each client's frequency in their profile to see the correct return periods.

ITR Compliance Tracker#

Manage income tax return compliance for individuals and businesses with comprehensive tracking.

Tracked Fields#

Client name and PAN
Assessment year
ITR form type (ITR-1 to ITR-7)
Gross total income
Tax computed
TDS/TCS credit
Advance tax paid
Refund/payable amount
Filing date and acknowledgment number
Verification status

Workflow Stages#

Documents PendingWaiting for client documents
In PreparationReturn being prepared
Client ReviewAwaiting client approval
FiledSuccessfully submitted
VerifiedE-verification completed

ROC Compliance Tracker#

Track MCA/ROC compliance for companies with form-specific fields and deadline management.

Supported Forms#

AOC-4MGT-7MGT-7AADT-1DIR-3 KYCDPT-3MSME-1BEN-2INC-20APAS-6

Tracked Fields#

Company name and CIN
Form type and purpose
Financial year/period
Due date and filing date
SRN number
Government fees paid
Additional fees/penalties
Professional fees charged
Deadline Alerts

ROC compliance has strict deadlines with significant penalties. Enable email reminders to get notified well in advance of due dates.

TDS Compliance Tracker#

Manage quarterly TDS returns with challan tracking and certificate generation status.

Return Types#

Form 24Q

Salary TDS quarterly returns

Form 26Q

Non-salary TDS quarterly returns

Form 27Q

TDS on payments to non-residents

Form 27EQ

TCS quarterly statement

Features#

Challan (CIN) number tracking
Quarter-wise return status
Form 16/16A generation status
Lower deduction certificate tracking
Correction statement filing

Client Management#

Maintain detailed client records with KYC documents, contact information, billing details, and comprehensive audit trails.

Client Profiles

Store PAN, GSTIN, CIN, entity type, and multiple contacts

Document Vault

Securely upload and manage KYC documents with versioning

Billing Setup

Configure billing cycles, fee structures, and rate cards

Data Security

AES-256 encryption for sensitive data fields

Client Segments

Group clients by industry, size, or service type

Visibility Controls

Control which team members can access each client

Entity Types Supported#

IndividualCompanyLLPTrustHUFPartnershipAOP/BOISociety

Client Profile Fields#

Legal name and trade name
PAN, GSTIN, CIN, TAN, LLPIN
Registered and business address
Multiple contact persons
Email and phone numbers
Date of incorporation/registration
Financial year end date
Billing cycle and fee structure
KYC documents with expiry dates
Custom tags and segments