Accounting. Audit. Clients. Compliance.
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Product suite/TaxPilot
TaxPilot
TAX COMPLIANCE

Tax work that stays visible until it is filed.

Coordinate GST, TDS and income-tax compliance with structured preparation, validation, review and filing status.

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Product scope and availability depend on your selected plan and release.
Ledzerly workspaceIllustrative preview
YOUR WORK, IN VIEW

Compliance overview

Sample period
Returns this period126Illustrative data
Data received91%Review workspace
Work completedSample trend
Week 1Week 2Week 3Week 4
Needs your attention
GST reconciliation3 exceptions
TDS preparationIn progress
Filing reviewAwaiting approval
One compliance cockpit for data collection, reconciliation, computation, review, filing and evidence retention.
INSIDE TAXPILOT

See what a return needs before it reaches review.

Tax preparation involves source data, reconciliations, computation and unresolved questions. TaxPilot keeps that work organised by client and period, with review status and filing evidence in view.

Organise the source material around the period.

A structured return workflow begins with the right documents. Requests and source files stay against the client and return period, while GST, TDS and income-tax preparation bring the relevant schedules and compliance steps into one working context.

  • Issue structured document requests and retain the period’s supporting files.
  • Coordinate GSTR-1, GSTR-3B and other applicable GST return workflows.
  • Organise TDS challans and returns, and income-tax schedules and computation.

Resolve differences with an explanation the reviewer can use.

Reconciliation compares books and return data so the team can examine the differences. The validation centre brings missing information, mismatches and rule checks into the preparation process, giving the reviewer a clearer picture of what still needs attention.

  • Compare books, GSTR-1, GSTR-2B and return data with explainable differences.
  • Surface missing data, mismatches and validation flags before sign-off.
  • Separate preparer actions from reviewer approval and filing control.

Keep the compliance trail after preparation.

A completed computation is only one point in the compliance process. TaxPilot tracks pending, ready, filed and blocked work across clients and periods. Notices and responses remain organised with their due dates, submissions, supporting evidence and outcomes.

  • Monitor due dates and return status across clients, taxes and periods.
  • Retain filing evidence alongside the review and approval trail.
  • Track notices, response deadlines, submissions and final outcomes.
INSIDE TAXPILOT

Explore the modules.
Understand the details.

Select a module to see its purpose, the records it brings together and an illustrative view of the work.

TaxPilot / MODULE 01Illustrative preview

GST Returns

Prepare and track GSTR-1, GSTR-3B and other applicable return workflows.

  • Prepare the GSTR-1 return workflow.

  • Track GSTR-3B preparation and progress.

  • Include other applicable GST return workflows.

Sample records · illustrative data
Return workflowClient / periodPreparation status
GSTR-1Meridian · SeptemberIn preparation
GSTR-3BNorthstar · SeptemberIn review
Other applicable returnCedar · Current periodData requested
1 of 10 modules
THE WORK YOU CAN SEE

What your team can review.

Concrete records, reports and working outputs from TaxPilot, with the supporting detail kept close to the decision.

REVIEW OUTPUT / 01

A preparation file for each return period

Bring source information, tax schedules and preparation work together for the person reviewing the return.

  • Collected source documents
  • Tax computation and schedules
  • Preparation and filing checklists
REVIEW OUTPUT / 02

Reconciliation and validation work

Review the differences and missing information that explain why a return needs further action.

  • GST reconciliation differences
  • Validation flags
  • Reviewer sign-off status
REVIEW OUTPUT / 03

A client-level compliance position

See which periods are pending, ready, filed or blocked, with the evidence and notice work kept in context.

  • Return-status reports
  • Filing evidence trail
  • Notice and response records
WHO IT HELPS

Built around the people doing the work.

Tax preparers

Collect source information, prepare schedules and resolve reconciliation differences.

Tax reviewers

Assess validation flags, review computation and control approval before filing.

Compliance managers

Monitor client deadlines, blocked returns, filing evidence and notice responses.

INTERACTIVE PRODUCT WALKTHROUGH

See TaxPilot run the work
from beginning to sign-off.

Choose a stage to explore a sample workspace, the team hand-off and its controls. All figures in this walkthrough are illustrative.

TAXPILOT / COLLECTCollect command centre
Sample workspace
STAGE 1 OF 5

Collect with every hand-off visible.

Collect period books, portal data, challans and supporting documents.

20%through the walkthrough
Connected activities2Illustrative value
Source documents24Illustrative value
Review checks6Illustrative value
Workflow stage1 / 5Illustrative value
Collect work queueDue · Status
Document CollectionIssue structured requests and retain source documents against each return period.TodayReview
Compliance CalendarMonitor due dates and completion across clients, taxes and filing periods.This weekReady
CONNECTED IN THIS STAGE
◫
Document CollectionIssue structured requests and retain source documents against each return period.
▦
Compliance CalendarMonitor due dates and completion across clients, taxes and filing periods.
✓
Controlled hand-offComplete period data and evidence set
Sample product walkthroughTasks · Documents · Communication · Billing · Review · Client access
A CLOSER LOOK

Your TaxPilot questions, answered.

How the product supports the work, the team and the review.

Which tax workflows does TaxPilot organise?

TaxPilot organises GST, TDS and income-tax compliance. Its catalogue includes GSTR-1 and GSTR-3B preparation and tracking, TDS deductions, challans, returns and certificates, and income-tax schedules and computation. The preparation, review and filing-status workflow keeps each client and period visible.

What does GST reconciliation compare?

The GST reconciliation workflow compares books, GSTR-1, GSTR-2B and return data, showing explainable differences for review. The validation centre also surfaces missing information, mismatches and rule checks so the preparer and reviewer can work through exceptions before sign-off.

How are preparation and filing approval controlled?

Preparer and reviewer actions are separated. Validation and reviewer sign-off sit within the workflow, and filing evidence is retained with the compliance record. Status reports distinguish pending, ready, filed and blocked returns across clients and periods.

Can the team track notices after a return is prepared?

Yes. Notices and responses can be tracked with their due dates, submissions, supporting evidence and final outcomes. This keeps subsequent compliance work organised alongside the client’s return-period documents and filing history.

KEEP THE PRODUCT DETAILS

A closer look at TaxPilot.

Take the product guide into your next team discussion. Review the workflow, feature catalogue and controls, then discuss the scope that fits your practice.

Read the product guideDownload PDF
EXPLORE TAXPILOT WITH US

Start with the work
your team needs to improve.

Discuss your modules, records and review process in a focused demo.

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Guide · AI unavailable

INDIAN TAX · ACCOUNTING · AUDIT

Clarity for every
practice question.

Explore TaxPilot modules, or ask about Indian taxes, AS, Ind AS, CARO and auditing standards.

BooksAuditPracticeTax
Check sources before filing. Don’t share PAN, passwords or client records.