SmartLedger decides which obligations each client owes from the facts on the client's compliance profile. Answer the questions once and obligations are raised, re-checked and dated for you. A missing answer never rules an obligation out; it stays parked as undecided until the fact is recorded.
Answer a client's profile questions
- Go to Compliance → Clients.
- Click a client. To list only the profiles with missing facts, click Incomplete only first.
- On the Questions tab, choose the year under Answers apply to.
- Answer the questions in each section, using Next and Back to move between sections.
- Click Save answers.
Saving re-checks the client's obligations straight away and tells you how many now have a verdict.
The sections are:
- The basics — entity type, date of incorporation or registration, previous-year turnover and payroll headcount. These four answers get a client onto the obligations list.
- GST returns — how the client is registered under GST, whether it has opted into QRMP, and its state category (X or Y). These need a GSTIN on record for the client.
- GST events — cancelled registration, exports or SEZ supplies, and job work.
- Income tax and audit — tax audit under section 44AB, estimated tax liability, international or specified domestic transactions, first financial year and monthly rent paid.
- Company law — listed shares, demat shares, significant beneficial owner and CSR.
Fill answers from the GST portal
- On the client's profile, click Fetch from Sandbox.
- Review the Answers found. Any that differ from what's recorded are flagged.
- Click Fill in to copy them into the questions.
- Check the answers and click Save answers.
The button works only when the client has a GSTIN on record.
Correct an earlier period
The All facts and history tab lists every fact with its values by period. Use it to correct a past period, or to record a fact that changed part-way through a year. Click Save changes when you're done.
Read the Clients list
Compliance → Clients shows each client's Registrations, Compliance score, Profile complete, Facts missing, Undecided and Obligations, so you can see which clients to chase for answers.
Set firm-wide compliance settings
Compliance → Settings applies to every client. Changing it needs compliance management access.
- Financial year — the Working financial year the obligations list opens on.
- Internal deadlines — a Default buffer (days) before each statutory date, optional buffers per category, and whether to Skip weekends when counting back or Skip the firm's holidays.
- Workflow defaults — the Work board for new tasks and its Lane, and Require review before an obligation can be filed.
Click Save settings. Saving recalculates internal due dates on open obligations; dates set by hand on a single obligation are left alone.
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