01
Solutions for CA offices
GST, TDS, and client workbook workflows for CA offices.
Create, clean, review, and reuse client-ready Excel workflows for GST summaries, TDS trackers, purchase registers, reconciliations, and document outputs.
Review before save
Excel-friendly output
No tax compliance overclaim
CA solution cockpit
Client GST review workbook
48 invoices
₹8.4L taxable
3 checks
FieldValueStatus
GSTIN27AAECS1234F1ZVvalid
Invoice Date2026-09-21checked
Tax SplitCGST + SGSTmapped
Client StatusPending reviewopen
XLSX workbook
GST summary
PDF schedule
1
Start from template, prompt, file, or message
2
Review fields, rows, formulas, and mapping
3
Save as workbook
4
Add Apps, Forms, sharing, documents, or export
Weekly work
The repeated Excel jobs this solution covers.
Each page should feel close to the buyer's daily work before it talks about product features.
GST summaries
TDS trackers
Purchase registers
Client ageing
Audit schedules
Document packs
Workflow depth
Not just one use case. A full office workflow set.
The page should show the buyer that WorkbookWise can cover the adjacent Excel jobs around the first problem, without pretending to replace a full ERP.
02
GST purchase register
03
GSTR-3B helper
04
TDS payment tracker
05
Client ageing report
06
Invoice reconciliation
07
Audit working papers
08
Statutory due date tracker
09
Client document collection
10
Shared client review view
11
Regional client workbook
12
PDF schedule batch
Feature coverage
How WorkbookWise helps this work.
See which WorkbookWise capabilities help you create, import, clean, operate, collect, output, share and localize daily spreadsheet work.
Create
Start every client from a ready GST, TDS, or audit workbook instead of rebuilding the same file.
Templates PackTemplate GalleryBusiness PacksCreate WorkbookSaved workbooks
Import
Bring client Excel, CSV, or pasted invoice text into reviewed rows with mapped tax columns.
Use My DataCapture To ExcelExcel/CSV uploadMapping reviewText-to-rows
Clean
Fix broken sheets, combine month files, and reconcile invoices before a client-ready export.
Fix My ExcelCombine & CleanReconcileWorkbook validationFormula review
Operate
Use Apps for client follow-up lists, ageing views, dashboard checks, and record details.
Apps from workbooksList/detail pagesSaved viewsDashboard summariesDate filters
Collect
Collect missing bills, payment details, and client confirmations through controlled forms.
FormsUpdate linksDropdown fieldsFile uploadsReviewed rows
Output
Generate schedules, client-ready PDFs, invoice packs, and XLSX files from reviewed rows.
Rows to DocumentsPrintable DocsPDF/ZIP batchesXLSX exportDocument templates
Share
Share only selected client columns or status views without sending the full working file.
Share DataRead-only filtered viewsSelected columnsGoogle Sheets exportPublic links
Localize
Keep GST, INR, date formats, and Indian business labels close to CA office work.
Regional outputINR/date formatsGST examplesIndian calculatorsPlain business labels
How WorkbookWise helps
From messy Excel work to reviewed output.
The solution should make the product workflow obvious: start, review, save, then add workflow layers only when useful.
Before
Client data arrives across inconsistent sheets, tax columns, and manually maintained registers.
After
Import or create a GST/TDS-ready workbook, review mappings, then export a clean client-ready file.
1
Start from client data
Input
Upload a client Excel/CSV, paste invoice rows, or start from a GST-ready template.
Review
Confirm GSTIN, invoice date, taxable value, CGST, SGST, IGST, and status fields.
Output
Save a clean workbook, export XLSX, or prepare document-ready summaries.
2
Reuse across clients
Input
Describe the client format once or use a ready workbook structure.
Review
Review formulas, dropdowns, summaries, and required columns before saving.
Output
Keep a reusable client workbook without rebuilding the same structure every month.
Outputs
Useful output, not another heavy system.
WorkbookWise stays Excel-friendly first, then adds apps, forms, sharing, and documents when the role needs controlled workflow.
GST/TDS workbooks
Client-ready Excel structures with reviewable fields, formulas, and summaries.
Clean imports
Map messy client files into consistent workbook columns before saving.
Document outputs
Prepare row-based PDFs or ZIP outputs where the client workflow needs documents.
Controlled views
Share selected workbook views instead of sending the whole file.
What you can build
Concrete assets the team can use after setup.
This makes the solution feel like a product workflow: workbook structures, app screens, forms, shared views, and exportable documents.
GST client pack
A reusable monthly workbook for sales, purchases, taxes, and review status.
GSTR-1 summaryGSTR-3B helperGST purchase register
TDS workbook
Payment and deduction tracker with section, rate, due date, and challan notes.
TDS payableVendor deductionsPayment status
Client ageing app
Owner-led list/detail screens for pending client receivables or payables.
Overdue viewClient follow-upStatus dashboard
Document batch
Rows converted into clean client schedules, letters, or printable statements.
PDF schedulesZIP batchesPrintable docs
Reconciliation workbook
Reviewed mismatch output for invoices, vendors, payments, or ledger exports.
Duplicate invoicesMissing GSTINAmount mismatch
Shared review portal
Read-only filtered views for clients or staff to verify selected fields.
Client statusPending documentsReview checklist
Workflow examples
Real examples this role can start with.
Each example shows the input, what the user reviews, and the final output.
GST purchase register
Input
Vendor invoice rows or old purchase CSV
Review
GSTIN, invoice date, taxable value, CGST/SGST/IGST
Output
Clean workbook plus summary export
Client ageing report
Input
Receivable rows from multiple client sheets
Review
Due date, party name, invoice amount, payment status
Output
Ageing workbook and shared view
TDS tracker
Input
Vendor payments and deduction details
Review
Section, rate, payment date, deducted amount
Output
TDS workbook with calculator support
Useful ready workbooks
Helpful calculators and tools
Built for Excel users who still need control.
Solutions pages should build confidence without overclaiming. The product is strongest when users can review, export, and add workflow only when the business process needs it.
Review before save
Excel-friendly output
No tax compliance overclaim
Reusable client structures
Start with the workflow you already manage in Excel.
Create a reviewed workbook first. Add Apps, Forms, shared views, or documents only when they make the workflow easier.