Clients
Adding clients and their compliance profile.
- How do I add a client?Open Clients, choose Add a client, fill in the name, PAN and GSTINs, set the compliance profile and choose Create client. PAN and GSTIN are checked as you type.
- What is the compliance profile?It tells Charter AI which statutory due dates apply to a client. Defaults come from the PAN and registration type; switch on the rest as they apply.
- What is on a client's page?Their identifiers, contact and notes, compliance profile and every notice filed under them, with buttons for Edit, Calendar and Documents.
- How do I delete a client?At the bottom of the client's page, under Danger zone, choose Delete client and type the client's name to confirm. This cannot be undone.
- How do I prepare Form 26 workpapers?Open the client, choose Tax audit and start a file for the tax year. Import the trial balance and day book, run the checks, review every clause on the board and export the drafts.
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