New Feature - Tax Package report in Email Scheduler

We have released a new option in Email Scheduler menu called "Tax Package". You can use this to send a combined set of reports related to Income Tax filing for your Investor.

Reports included in Tax Package are as follows -

  1. Capital Gain Summary PDF (This includes Valuation as on 31st Mar + Dividend summary + TDS summary+ ELSS Investments + Quarter wise Gain)
  2. Capital Gain Detailed Excel
  3. Transaction Statement PDF
  4. Schedule 112A Excel

All these reports will be mailed as attachment in 1 common email for the convenience of the client. This can be forwarded to their CA as well if required.


Team InvestWell

3 people like this

 Please add Period end Holding too in this  report

It's already there in Capital Gain Summary PDF as a separate section. 

 Can we also send full Tax report for a single client

Yes, you can use Email scheduler to select only 1 client and send the Tax package using that.

Can we download it for a single client i.e add Tax report in client dashboard where we can download his/her this package in a single click  

1 person likes this

Give the option to download it for a single client/Family

Can we give Tax report feature to Back office and RM or can we generate a single Tax report with all attachments from some other place with a Provision for email CC as it is very much required

1 person likes this

As already suggested by someone above -  there should be an option to send the Tax report to the accounts team/back office of client with a CC to the client. Because sending it to client is of not much use. 

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