India Audit Lens
Use AuditIQ safely and effectively
AuditIQ is the AuditLens co-pilot. It can provide verified product guidance and work within an explicit firm, client, engagement, or Returns scope. It does not replace professional judgement, maker-checker review,…
By India Audit Lens product team · Updated 2026-08-03
Before you begin
Open the client, engagement, or return that should provide the working context. Confirm that the scope shown in AuditIQ matches the task. Remove credentials, OTPs, complete PAN/TAN values, bank details, and unrelated personal data. Plan to verify every material answer against the cited record and the controlled workflow.
Open AuditIQ
Click AuditIQ in the header. Read the active scope shown in the drawer. It may be the firm workspace, a client, an engagement, or a specific GST/TDS/ITR context. If the scope is wrong or incomplete, navigate to the correct client/engagement/return first or state the missing client, registration, form, and period in your request.
Ask for guidance or analysis
Enter a specific goal, for example: “Show me how to create a client” or “Explain the unresolved reconciliation warnings for this GST period.” Include the required period or context, but do not paste credentials, OTP/EVC codes, PAN/TAN/ GSTIN values, bank details, or unrestricted client data. Send the request. Check the route label, active scope, sources, evidence links, and limitations in the response. Open linked product pages to verify the underlying data before relying on the answer.
Review a proposed action
AuditIQ may suggest or stage a controlled action. Before confirming:
Verify the firm, client, engagement, registration, FY/AY, return type, and period. Review the proposed values and affected records. Resolve readiness or permission warnings. Confirm only if you are authorised and the product shows the normal maker-checker/statutory controls.
AuditIQ must not ask you to reveal an OTP/EVC code in the conversation. Enter such codes only in the secure filing control designed for them.
Attach a file
Attach only an approved file that belongs to the visible scope. Check the client, period, filename, and contents before upload. Do not attach password files, exported credentials, unrestricted bank statements, or a file belonging to another client.
Manage conversations
Start a new conversation when the client, engagement, return type, or period changes. Review recent conversations before resuming; their original scope may no longer match the page. Delete a conversation only under your firm’s retention policy. Deletion is consequential and may remove the visible history.
Capability boundaries
GST preparation and controlled filing actions remain subject to provider, portal session, credits, reconciliation, maker-checker, OTP/EVC, idempotency, and acknowledgement controls. TDS/TCS uses IndiaAuditLens-owned calculation, statutory TXT and official Protean validation. Quicko is the primary external filing/status service where the exact operation is available; an approved FVU retains the official portal-package route when it is not. Complete every action in the controlled TDS/TCS workspace rather than in the AuditIQ conversation. ITR is a live module. Use the filing action and…
Expected result
AuditIQ returns guidance or analysis for the intended scope, identifies the records it relied on, and leaves every material decision or controlled action for an authorised user to review.