Questions about Finocket for CA firms
- Does Finocket file GST returns for my clients?
No. Finocket reconciles purchases against GSTR-2B and builds GSTR-1 and GSTR-3B preparation packs. You file on the GST portal as you do today.
- What can I do in a client's workspace?
The CA seat a client gives you is read-only by default. Writing needs the client to give you the assistant role.
- Does Finocket generate or check UDINs?
No. The UDIN field is text you type on a fee line. Finocket stores it and does not generate, validate or check it.
- Will Finocket remind me before a client's DSC expires?
Not yet. The DSC expiry date is a record you keep on the client's roster entry; no reminder reads it today.
- Are ITR dates shown per client?
No. ITR dates appear as advisory milestones across the whole portfolio. GST and TDS dates are per client.