India Audit Lens

AuditLens user guide

103 task guides across 15 product areas, with clear prerequisites, steps, outcomes, and troubleshooting.

Getting started

  • Sign in and open your firm workspace
  • Register a firm, complete 2FA, and open Collaboration
  • Reset your password and verify your email
  • Navigate the workspace, dashboard, and search
  • Manage My Work, notifications, activity, and help
  • Use AuditIQ safely and effectively

Account & firm setup

  • Manage your profile and security
  • Edit your personal and professional profile
  • Change your password, verify email, and manage 2FA
  • Configure firm information and statutory details
  • Manage team members, roles, and permissions
  • Invite and manage a team member
  • Configure work teams, activities and rights history
  • Review your subscription, plans, and custom domains
  • Review subscription status, usage, and billing history
  • Compare and change your subscription plan
  • Add, verify, and manage a custom domain
  • Configure application and report branding
  • Configure app branding and the login page
  • Configure report branding, signatories, and watermarks
  • Manage templates, accounting policies, and statutory rates
  • Govern client lifecycle document masters
  • Customise the Management Representation Letter template
  • Customise the Engagement Letter template
  • Protect and test document-template placeholders
  • Understand reusable audit-report template availability
  • Create, clone, and default an acceptance checklist template
  • Build and default an audit checklist profile
  • Build and default an entity-understanding profile
  • Build and default an accounting-policy profile
  • Maintain, approve, and trace statutory rates
  • Configure Tally Bridge, AI, GST credits, and email
  • Pair, approve, and troubleshoot a Tally Bridge
  • Configure AI providers, models, and budgets
  • Review and control GST API credits
  • Configure, test, and troubleshoot firm email
  • Create, preview, and reset email templates
  • Review and control platform-admin access

Clients

  • Find, create, and onboard a client
  • Use the client dashboard and maintain the client profile
  • Maintain and verify KYC on the client profile
  • Complete client acceptance or continuance
  • Use the Client Overview relationship workspace
  • Manage appointment, predecessor communication, and governed letters
  • Evaluate statutory auditor rotation
  • Manage resignation, removal, non-reappointment, and handover
  • Maintain client GSTINs, TAN filing details, and bank accounts
  • Manage client users, permanent documents, data sources, and Tally snapshots
  • Open a client’s engagements, Returns, and filing workspaces
  • Manage client collaboration, email, notes, connections, and activity

GST returns

  • Open and populate the GST workspace
  • Reconcile GST data and review ITC
  • Prepare, approve, and file GSTR-1
  • Prepare, approve, pay, and file GSTR-3B
  • Use IMS, invoice controls, and GST filing history
  • Review GST notices and prepare annual GST work

TDS & TCS

  • Open, import, and validate a TDS or TCS return
  • Build, validate, review, and file a TDS or TCS statement
  • Review TDS defaults, pre-filing risk, and corrections
  • Manage TDS certificates and filing history
  • Reconcile TCS credits collected from a client

Income Tax returns

  • Choose the right ITR form and filing route
  • Open, set up, and source an ITR workpaper
  • Reconcile tax credits, compute, and review an ITR
  • Use the available ITR filing route and record evidence

Engagements & planning

  • Find, create, and run an engagement
  • Manage engagement team, disclosures, links, and activity
  • Import, lock, and review engagement data
  • Classify ledgers and map current-year comparatives
  • Document entity understanding, risk, materiality, and statutory rates
  • Build, finalise, export, and analyse financial statements

Audit work

  • Run automated audit and Ledger Scrutiny checks
  • Reconcile bank statements and TDS credits with the books
  • Audit related parties and GST compliance
  • Generate ageing, asset, MSME, and confirmation-readiness work
  • Assess going concern, inventory, and income-statement risk
  • Use forensic, custom, and Tally audit-trail analytics
  • Review schedules and disclosures in the supported workspaces

Audit files

  • Create and verify voucher samples
  • Manage and review engagement workpapers
  • Complete and review audit checklists
  • Triage findings and evaluate misstatements under SA 450
  • Generate and review the initial assessment deck

Review & reporting

  • Build, finalise, and export the audit report
  • Customise an engagement audit report in Report Studio
  • Generate reporting outputs and assess documentation readiness
  • Sign off, complete, and archive an engagement

Collaboration

  • Manage issues, document requests, queries, and follow-up
  • Manage PBC lists, confirmations, notes, and client visibility

CRM & leads

  • Use the CRM dashboard and pipeline
  • Create, manage, and convert CRM leads

Firm operations

  • Manage compliance deadlines and recurring reminders
  • Manage the document vault, expiry, and policies
  • Use client acceptance and available quality controls
  • Review billing availability before use
  • Check People, Reports, and Services availability
  • Use the Knowledge Base and the firm Returns control room

Client portal

  • Access, onboard, and navigate the client portal
  • Respond to engagement work and documents in the client portal
  • Manage portal activity, reports, access history, and users

Reference & safety

  • Understand roles, statuses, lists, drawers, and history
  • Handle files, client visibility, approvals, and external actions safely
  • Protect data and troubleshoot safely

Related pages

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