Open a client’s engagements, Returns, and filing workspaces

Review client engagements

Open the client and choose Audit. Filter engagements by status. Open the intended engagement and confirm FY, type, period, and status. Click Create Engagement only when client acceptance, independence, and setup are ready.

An empty list means no matching engagement is visible under the current filter/permissions; it does not mean the client record is missing.

Open Returns

Choose Returns. Select the return family: GST; TDS / TCS; or ITR. Confirm the required registration and period context: GST: GSTIN, financial year, and return period; TDS/TCS: active TAN registration, financial year, quarter, and form; ITR: taxpayer/PAN, assessment year, form/entity qualification, and case. Open the return-specific Overview/Register guide before preparing or reviewing data.

Status language matters:

Prepared means internal data/artifacts are ready for review. Approved means the required internal reviewer accepted the current version. Filed is used only when an independently bound external acknowledgement exists. Completed/Handed off may mean an artifact was downloaded for a portal/provider, not that the government portal accepted it.

Understand the Filings page

The current Filings page displays three Coming soon cards:

Tax-Audit forms; ROC / MCA; and Filing calendar.

The page explicitly says its workspace screens are being built. The cards do not open working client-level filing workflows. Do not click or instruct users to click a disabled “Open workspace” label as if it files a form.

Use the current working engagement/reporting, Compliance Calendar, or controlled Returns workflow for the actual task. The legacy firm-level Filings module is hidden from normal navigation and is not the primary public workflow.

Related pages

• Manage client users, permanent documents, data sources, and Tally snapshots
• Manage client collaboration, email, notes, connections, and activity