Agent Panel | CA Agency System

Hello, Rahul!

You have 3 tasks in progress today. Keep up the good work!

Tasks Assigned

12

+2 this week

In Progress

3

Active right now

Overdue

1

Needs attention

Time Tracked Today

5h 42m

Target: 8h

Today's Tasks

Task Name	Company	Due Date	Status
Q1 VAT Filing	Acme Corp	Apr 10, 2026	In Progress
Bank Reconciliation	Global Tech	Apr 08, 2026	In Progress
Annual Audit	Prime Industries	Apr 05, 2026	Overdue
GST Return Filing	Star Enterprises	Apr 12, 2026	Assigned

Recent Activity

Completed Document Verification

2 hours ago

Started Bank Reconciliation

4 hours ago

Manager commented on Audit task

Yesterday

Task Name	Company	Service Type	Due Date	Status	Progress	Time
Q1 VAT Filing	Acme Corp	VAT Filing	Apr 10, 2026	In Progress	60%	2h 15m
Bank Reconciliation	Global Tech	Accounting	Apr 08, 2026	In Progress	40%	1h 30m
TDS Return Q1	Innovate Solutions	TDS Filing	Apr 07, 2026	Awaiting Review	100%	4h 20m
Professional Tax Filing	Delta Corp	PT Filing	Apr 02, 2026	Completed	100%	3h 10m
Annual Audit	Prime Industries	Audit	Apr 05, 2026	Overdue	80%	3h 45m
GST Return Filing	Star Enterprises	GST	Apr 12, 2026	Assigned	0%	0m

Q1 VAT Filing

Acme Corp VAT Filing Medium Priority

Due Date

Apr 10, 2026

Progress Step 2 of 5

60%

Step 2: Verification

Verify all documents and cross-check information

In Progress

Checklist

Required Documents

Time Tracking

Total: 2h 15m

00:00:00

Comments & Notes

Manager (Rajesh) Apr 06, 2026 14:30

Please make sure to include the export sales details in the filing. Client provided updated records yesterday.

Task Details

Client John Doe

Service Type VAT Filing

Assigned Apr 03, 2026

SS Status Pending

Documents

Q1_VAT_Report.pdf

2.4 MB

Current Timer

00:00:00

Weekly Summary

Today 5h 42m

This Week 32h 15m

Today's Time Log

Task	Client	Duration
Q1 VAT Filing	Acme Corp	1h 45m
Bank Reconciliation	Global Tech	1h 30m
Annual Audit	Prime Industries	2h 15m

My Clients

Company	Contact Person	Email	Engagement Type	Active Tasks
Acme Corp	John Doe	john@acmecorp.com	Quarterly Compliance	2
Global Tech	Sarah Miller	sarah@globaltech.io	Monthly Accounting	1
Prime Industries	Mike Wilson	mike@primeindustries.in	Annual Audit	1
Star Enterprises	Lisa Chen	lisa@starenterprises.com	GST Compliance	1

Rahul Sharma

Senior Agent

Joined: Jan 15, 2024

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