Guide · How to use Taxova.ai

For businesses

Send invoices on WhatsApp. Your CA gets a clean file.

You do not need a new app. After onboarding, Taxova lives in the same WhatsApp chat you already use — snap a bill, send it, and move on.

1

Get started

Complete onboarding, confirm your WhatsApp number, and link your CA (or ask them to invite you via CA assign).
2

Send the invoice

Photo or PDF of the tax invoice is enough. Clear GSTIN, totals, and invoice number help your CA approve faster.
3

Taxova extracts & checks ITC

Fields are pulled automatically and ITC eligibility is flagged. Edge cases go to your CA’s review queue — not your inbox.
4

Your CA prepares the return

They review, close the month, and export GSTR drafts from the dashboard. Final filing still happens on gst.gov.in.

Tip: if your CA nudges you for missing bills near month-end, reply in the same WhatsApp thread with the photo — no portal login required on your side.

Start onboarding Jump to CA guide

For CAs

CA dashboard — part-by-part guide

Every major area of /dashboard: what it is for, what you click, and how it fits WhatsApp → review → filing prep. Screenshots match the current Ledger UI (paper workspace, ink-navy sidebar, brass actions).

1. Big picture

WhatsApp (client) CA Dashboard Government ───────────────── ─────────────────────────── ──────────── Invoice photo/PDF ──AI──► Review queue / edit / approve Month close + 2B reconcile GST Filing → export JSON ────────► gst.gov.in Form 16 / AIS ──────► Income Tax module (file there)

Taxova prepares. Portal filing (GST) still happens on gst.gov.in.

Full CA dashboard overview — Full dashboard — sidebar (A), top header (B), main GST body (C).

Zone	What it is
A — Sidebar	Ink-navy nav + active client + New Audit + sign out
B — Top header	Menu (when sidebar hidden), GST / Income Tax, client, month, search, Reload
C — Main GST body	Review queue, GSTIN bar, month close, KPI strip, filing, pilot, invoice table

2. Sidebar (left)

CA dashboard sidebar — Sidebar navigation and active client card.

Part	Purpose
Taxova.ai logo	Brand mark on the ink-navy rail
CA Workspace	Shows you are in the CA product (admin key may show platform/admin firm chip)
Active client card	Who you are reviewing. Switch focuses the client picker
Dashboard	Main GST review home
Audit Queue	Jumps to Needs review / invoice table
GSTR Filing	Focuses GST Filing panel (prep + export, not live e-file)
WA Simulator	Test WhatsApp uploads without Meta (local / staging)
Settings	CA login, API key, logout
Support	Shortcuts / help
Sign out	End CA session for this firm
Hide sidebar control	Fully hides the rail; use the header menu button to open it again
New Audit	Brass CTA — open next bill that needs review

If you see “Select a client” / “No clients yet”: no clients are linked to this login. Use /ca-assign or confirm your invite is linked on the production database.

3. Top header

CA dashboard top header toolbar — Workspace toolbar — module switch, client, month, search.

Part	Purpose
Menu (sidebar open)	Appears when the sidebar is hidden — opens the rail again
Workspace · CA Review Queue	Context label (hides on narrower screens)
GST \| Income Tax	Module switch. GST = invoices & filing prep. Income Tax = Form 16 / AIS / estimates
Client dropdown	Pick taxpayer (phone + name + GSTIN)
Month picker	Filter invoices / month-close / filing to one return period
Search	Filter invoice list by number / supplier / GSTIN
Reload	Brass primary — refresh invoices + metrics + pilot stats
Bell / CA chip	Notifications placeholder · session indicator

Tip for demos: always pick a client with GSTIN and a month that has bills, or month close / filing will show “Not ready”.

4. GST module — review hero & context

GST module main body — Scrollable GST main — review hero, GSTIN bar, and downstream panels.

4.1 Page title row

Part	Purpose
Your review queue	Home for CA exception review
GSTR-1 / GSTR-3B chips	Local readiness stamps (not portal filing status)
KPI strip	Needs review · Taxable value · ITC claimable · Flagged
Audit drawer	Paper slide-over to edit invoice fields, then Approve / Reject

4.2 Client GSTIN bar

Part	Purpose
Client GSTIN	Required for ITC classification and clean exports. Click to edit
Import GSTR-2B	Upload portal 2B JSON/CSV and reconcile purchases
Advanced	Pull 2B (OTP), recompute ITC, GSTIN lookup

5. Month close

Month close readiness strip — Month close — readiness, 2B health, and action shortcuts.

Purpose: answer “Can we close this return month?” before export.

Part	Purpose
Period + Ready / Not ready	Selected month + blocker summary
Bills received	Count of invoices in this month
Still need CA	Exceptions still open
2B imported / matched / missing / mismatch	Purchase reconcile health
Steps 1–4	Bills in → Import 2B → Clear queue → Export draft
Review queue	Jump to Needs review
Import 2B	Open import modal
Nudge client	WhatsApp nudge for missing bills
Export draft	Open GSTR JSON export modal

Common blockers: missing GSTIN, no month selected, bills still needing CA, 2B not imported.

6. GST Filing (Phase 1)

GST Filing handoff panel — GST Filing — export drafts and portal checklist (not live e-file).

Purpose: turn “month is ready” into download drafts + portal checklist. Taxova does not submit to gst.gov.in yet.

Part	Purpose
Ready / Not ready badge	Same readiness idea as month close
Export GSTR-1 / GSTR-3B	Download offline-utility-style JSON
Readiness stats	Bills, need CA, 2B imported, 2B gaps
Clear review queue	Fix blockers first
Portal steps	What to do on gst.gov.in after download
GSTR-1 / 3B exported checkboxes	Auto-tick after successful download (browser memory)
Mark prepared / ARN note	CA tracking only (local) — not a legal ARN

7. GST pilot panel

GST pilot readiness panel — Pilot panel — extraction quality gate for ops (not day-to-day filing).

Purpose: founder / ops gate — “Is extraction good enough to scale?” — not day-to-day filing.

Part	Purpose
Status pill	Collecting / check-in / Go / Hold
Approvals progress	Toward volume bar (default 25)
Review next	Open next firm-wide pending bill (easy ones first)
Edit rate	Locked until volume bar; then % of approved bills you edited
Rejected / skipped	Volume outside edit-rate
Pending review	Clickable → same as Review next
Pre-flight checklist	Day-zero / firm / training checklist
Filing-critical field table	GSTIN / totals / invoice # edits

8. Invoice review table (queue)

Invoice review queue table — Invoice queue — filter tabs, risk reasons, open / approve.

Part	Purpose
Tabs	Needs review / ITC issues / Approved / All bills
Row	One WhatsApp (or uploaded) invoice — hover shows brass edge
Risk / reason	Why it needs a CA (calc, GSTIN, 2B, ITC, etc.)
Audit / Approve	Open paper audit drawer or quick-approve when ready
Bulk bar	Multi-select approve

Typical CA loop: Needs review → open bill → fix fields if needed → Approve → next.

9. Income Tax module

Income Tax module full view — Income Tax module — Form 16 / AIS / estimates for the same client.

ITR module panel detail — ITR panel detail — uploads, editable fields, AIS reconcile.

Switch with the header Income Tax tab (same client).

Part	Purpose
FY + PAN + Open / create return	One ITR return per client + year
Upload Form 16	PDF/image → AI extract salary / TDS / exemptions
Upload AIS	Portal/demo AIS JSON → reconcile vs Form 16
Salary / TDS / 80C fields	Editable estimate inputs
Save estimate	Old vs new regime comparison
AIS vs Form 16 table	Mismatches (e.g. interest income)
Approve / Export draft	CA sign-off + prep for portal filing (not e-file inside Taxova)

10. How the pieces connect (GST)

1 · Capture

WhatsApp invoice → AI extract → lands in review queue.

2 · Review

CA edits if needed → Approve. Import GSTR-2B in parallel.

3 · File prep

Month close ready → GST Filing → export JSON → file on gst.gov.in.

11. Login modes (why the UI looks empty)

Mode	How	What you see
CA session	Settings → invite + password	Only clients linked via /ca-assign for that invite
Platform admin API key	Settings → paste dashboard API key	All clients in the DB (ops only — do not give to customer CAs)

Production “No clients yet” with a valid CA login almost always means: no client↔CA links for that invite on the production database.

Open CA dashboard Ask a question

WhatsApp in. Filing-ready out.

Send invoices on WhatsApp. Your CA gets a clean file.

Get started

Send the invoice

Taxova extracts & checks ITC

Your CA prepares the return

CA dashboard — part-by-part guide

1. Big picture

2. Sidebar (left)

3. Top header

4. GST module — review hero & context

4.1 Page title row

4.2 Client GSTIN bar

5. Month close

6. GST Filing (Phase 1)

7. GST pilot panel

8. Invoice review table (queue)

9. Income Tax module

10. How the pieces connect (GST)

11. Login modes (why the UI looks empty)