India Audit Lens
Understand roles, statuses, lists, drawers, and history
Use these cross-product rules to interpret access, work states, editing surfaces, statutory actions, and retained history consistently.
By India Audit Lens product team · Updated 2026-08-03
Before you begin
Identify the firm, client, engagement, return, and period relevant to your question. Confirm your role and the access available to it. Use authoritative evidence for statutory, filing, approval, and completion decisions. Protect credentials, personal data, and downloaded files throughout the task.
Apply the core interface rules
Roles combine firm hierarchy, module permission and client/engagement assignment; a higher title does not automatically grant every tenant/record. Permission denied means stop and request proper access—never use another account. Draft/Prepared is not Approved/Filed/Final; Review is not completion; Blocked/Warning requires action; Stale means source evidence changed; Archived is usually retained/locked. Search/filter/sort/pagination applies to the visible result; clear chips and verify export scope. Drawers/dialogs may contain unsaved work: validate, Save deliberately, Cancel safely and…
Read live modules and action states correctly
GST, TDS/TCS, and ITR are live modules. The Live module label identifies the product family; it does not promise that every return is ready for every statutory action.
Read the state shown against the exact client, registration, period, form, and return:
Blocked means a named prerequisite must be resolved before that action can continue. Awaiting approval means the current version needs its required internal approval. Ready means the selected action has passed the displayed checks. Submitting means an external operation is in progress; do not repeat it until its outcome is known. Outcome uncertain means recover or verify the external status before retrying. Official portal means the prepared artifact or values continue through the named authority portal. Acknowledged means authoritative external evidence has been retained for that return.…
Never infer Filed from Prepared, Approved, Exported, Downloaded, Submitted, or Handed off. Use Filed only when the return has independently bound acknowledgement evidence.
Expected result
The user applies the correct role, status, evidence, privacy, and recovery rule to the task without overstating an internal action as an external outcome.