Finocket for Chartered Accountants

Where a tax figure comes from

Every tax figure in Finocket can show you the government sentence behind it — or tell you there isn't one. Why "no approved rule says this" is the product being careful rather than broken, and what to do when you see it.

The Compliance Newsroom

Tax changes in plain language, each citing the official document it was read out of and approved by a named person first — plus the difference between a change that was announced and one that was notified, which is the one that costs money.

Cess, exempt lines and transport details

Record what a supply really is when no tax is charged — nil rated, exempt or outside GST — plus compensation cess on a line, and the full transport leg an e-way bill needs so a consignment never moves on a Part-A-only bill.

The ITR working sheet for your CA

For a year that has finished: your own income re-cut into the heads of income the Income-tax Act uses, with the record behind every figure, a check that every rupee is accounted for, and a PDF or spreadsheet to hand over. It names no return form — deliberately.

Two-way Tally sync

Bring vouchers across from a TallyPrime company and read every one before it reaches your books. Beta, and honest about it: nothing starts a sync on its own yet, and the push back into Tally shows you what would be sent without sending it.

Answer the Tally mapping queue

Tally ledgers and voucher types a waiting sync run could not resolve. Answer once per Tally connection and the sync remembers — nothing is pre-filled, and nothing is ever guessed.

Undo a Tally sync

Roll a sync run back out of your books, or cancel in Tally what Finocket put there — and understand why some entries are reversed rather than removed, some are kept, and why a cancellation Finocket cannot prove is safe still carries a warning.

What an agent will never do

It will never file a GST or TDS return, never message your customer, never move money and never create another agent — and it cannot reach past the modules you switched on and the permissions you ticked. These are not promises about good behaviour; they are things the software has no way of doing.

Year-end without the shoebox

GSTR-9 from your filed months, closing entries as balanced vouchers, the Hand-to-CA files in import order, and the personal-tax year closed from the same login.

Running a client portfolio

With fourteen clients the question stops being what is in these books and becomes which can I file this week and what is stopping the rest. See ready and blocked from the books themselves — with the reason attached — plus a hygiene read that gives a hard conversation evidence instead of a complaint. Your access is exactly what each client granted, and it ends the moment they revoke it.