Manage ITR season for every client without losing track
Rezlance gives your CA firm a client-wise income tax task list - from document collection to ITR preparation - with staff assignment, deadline reminders, and a clear dashboard for partners to track every return.
How Rezlance helps with income tax
ITR Filing
Assign per client - ITR-1 to ITR-7
Tax Audit (3CA/3CB)
Track separately from ITR with its own deadline
Advance Tax
June, Sep, Dec & March installment reminders
AIS / 26AS Recon
Reconcile TDS credits before filing
Scrutiny Notices
Track response deadlines per notice
Assign every ITR task to the right person
Create an ITR task per client with the assessment year, ITR form type, and due date. Assign it to a staff member - they work on it, file on the income tax portal, then mark it complete on Rezlance. Partners see total status without asking for updates.
Rezlance does not connect to the income tax e-filing portal. Filing happens there as usual - Rezlance tracks the workflow around it.
Collect Form 16, investment proofs, and more - securely
Share a secure upload link with each client. They submit their Form 16, Form 26AS, bank statements, investment proofs, and rent receipts directly into Rezlance - organised by client and assessment year. Your team has everything they need before starting preparation.
Know exactly where every client's ITR stands
Partners see a firm-wide dashboard showing every client's ITR status - who's filed, who's in progress, and who hasn't started. Staff filter their own assigned tasks. When a return is filed on the portal, staff update Rezlance - that's the source of truth for the whole firm.
Honest about what we do
Rezlance manages the ITR workflow. Your team handles the filing.
We don't connect to the income tax e-filing portal. Your team files ITRs there as always. Rezlance keeps the workflow organised - tasks, documents, reminders, and status - so nothing falls through the cracks during a busy ITR season.
Start Free TrialCommon questions
Does Rezlance e-file income tax returns?
No. Rezlance does not connect to the income tax e-filing portal. Your team files ITRs there as usual. Rezlance manages the workflow around it - task creation, staff assignment, document collection, and status tracking.
How does a partner know when an ITR has been filed?
After filing on the IT portal, the staff member marks the Rezlance task as complete. Partners see a real-time dashboard showing every client's ITR status - no chasing required.
Can I track tax audit (3CA/3CB) separately from the ITR for the same client?
Yes. You can create separate tasks for the tax audit and the ITR filing - each with its own due date and assignee - linked to the same client. Nothing gets confused.
Can I set up advance tax reminder tasks for all applicable clients?
Yes. You can create recurring advance tax tasks for the June, September, December, and March installment dates per client. Rezlance sends reminders before each due date.
Ready for a
stress-free ITR season?
Join CA firms across India using Rezlance to track income tax compliance for every client - from document collection to final filing.
Start Free Trial