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 2026-07-17
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 direct production transmission is not currently qualified; use AuditIQ for preparation, validation, package building, review, and hand-off guidance. ITR should be treated as setup, computation, review, export, and portal hand-off unless the selected form/entity/provider capability is explicitly shown as qualified.