User Guide BestWay FilingMate

BestWay FilingMate

The complete tax practice management solution for CAs and tax practitioners. Manage GST & IT clients, track filing deadlines, store credentials securely—all 100% offline.

v1.2.0 Windows 100% Offline

Getting Started

Welcome to BestWay FilingMate. Here's how to get up and running quickly.

Installation

  1. Download the installer (BestWay FilingMate Setup.exe).
  2. Double-click the file to run the installation.
  3. The app will launch automatically once installed.
Note: If you see a "Windows protected your PC" popup (SmartScreen), click More Info and then Run Anyway. This happens because we are a new publisher.

System Requirements

  • OS: Windows 7, 8, 10, or 11
  • RAM: 2 GB minimum (4 GB recommended)
  • Storage: 100 MB free space
  • Internet: Not required (100% offline)

License Activation

After purchase, you'll receive a license key via email. To activate:

  1. Open FilingMate and go to Settings → License.
  2. Enter your license key and click Activate.
  3. Once activated, you can use all features based on your plan.
Demo Mode: Without a license, you can use the app with up to 5 clients to try before you buy.

Dashboard

Your command center. Get a quick overview of your practice at a glance.

Overview

receipt_long

GST Clients

47
assessment

IT Clients

32
pending_actions

Pending GST

12
pending_actions

Pending IT

8

Quick Actions

From the dashboard, you can quickly:

  • Add GST Client: Register a new GST trader with GSTIN and credentials.
  • Add IT Client: Register a new IT client with PAN and category details.

GST Clients

Manage all your GST registered traders in one place. Store GSTIN, credentials, and filing scheme details.

GST Clients
Trader Name GSTIN Scheme Username Actions
Murugan Textiles 33AABCU9603R1ZM Monthly murugan_gst
Saravana Traders 33AADCS1234H1Z5 Quarterly saravana_tr

Client Information

Each GST client record includes:

  • Trader Name: Business name as registered
  • GSTIN: 15-character GST Identification Number
  • Scheme: Monthly, Quarterly, or Composition
  • Username/Password: GST portal login credentials (stored securely)
  • Contact Info: Phone, Email, Address

Features

  • Search: Quickly find clients by name or GSTIN
  • Import CSV: Bulk import clients from spreadsheet
  • Export CSV: Export client list for backup or sharing

IT Clients

Manage Income Tax clients with their PAN details and filing categories.

IT Clients
Client Name PAN Number Category Actions
Rajesh Kumar ABCPK1234A Individual (Non-Audit)
Anand & Associates AABFA5678B Audit Case (Non-T.P.)
Global Tech Pvt Ltd AABCG9012C Transfer Pricing Case

IT Client Categories

Category Description Due Date
Individual (Non-Audit) Individuals and HUFs not requiring audit 31st July
Audit Case (Non-T.P.) Businesses requiring tax audit u/s 44AB 31st October
Transfer Pricing Case Companies with international transactions 30th November
Individual (Partner in Audit Firm) Partners in firms requiring audit 31st October

GST Checklist

Track GSTR-1 and GSTR-3B filing status for all your GST clients on a monthly basis.

GST Filing Checklist - December 2024
All (47) Pending (12) Done (35)
Trader GSTR-1 GSTR-3B Status
Murugan Textiles ✓ Filed 10/Dec ✓ Filed 18/Dec Done
Saravana Traders ✓ Filed 11/Dec ⏳ Due 20/Dec Partial
Lakshmi Industries ⚠ Due 11/Dec ⏳ Due 20/Dec Pending

How It Works

  • Period Selection: Choose month and year to view filing status
  • GSTR-1: Monthly return for outward supplies (due by 11th)
  • GSTR-3B: Monthly summary return (due by 20th)
  • Checkbox: Mark each form as filed with filing date
  • Status Tracking: Pending → Partial → Done

IT Checklist

Track Income Tax filing status for all your IT clients for each assessment year.

How It Works

  • Assessment Year: Select the AY to view filing status
  • Due Dates: Automatically shown based on client category
  • Filing Status: Mark as Filed, Pending, or Revised
  • Acknowledgment: Store ITR acknowledgment number
Tip: The app automatically calculates due dates based on the client category (Non-Audit: 31 July, Audit: 31 October, Transfer Pricing: 30 November).

Workflow: Add GST Client

Follow these steps to add a new GST client:

  1. Navigate to GST Clients from the sidebar.
  2. Click + Add Client.
  3. Enter the Trader Name (business name).
  4. Enter the GSTIN (15-character GST number).
    • The app validates the format automatically.
    • State is auto-detected from the first 2 digits.
  5. Select the Scheme: Monthly, Quarterly, or Composition.
  6. Enter Username and Password for GST portal access.
  7. Add contact details: Phone, Email, Address (optional).
  8. Click Save.

Workflow: Add IT Client

Follow these steps to add a new Income Tax client:

  1. Navigate to IT Clients from the sidebar.
  2. Click + Add Client.
  3. Enter the Client Name.
  4. Enter the PAN Number (10-character PAN).
  5. Select the Category:
    • Individual (Non-Audit)
    • Audit Case (Non-T.P.)
    • Transfer Pricing Case
    • Individual (Partner in Audit Firm)
  6. Add contact details: Phone, Email (optional).
  7. Click Save.

Workflow: Track GST Filing

Mark GSTR-1 and GSTR-3B as filed for each client:

  1. Go to GST Checklist from the sidebar.
  2. Select the Month and Year.
  3. Find the trader in the list (use search if needed).
  4. Click the GSTR-1 checkbox when filed. Enter the filing date.
  5. Click the GSTR-3B checkbox when filed. Enter the filing date.
  6. The Status automatically updates:
    • Pending - Neither filed
    • Partial - One filed
    • Done - Both filed

Workflow: Track IT Filing

Mark Income Tax returns as filed for each client:

  1. Go to IT Checklist from the sidebar.
  2. Select the Assessment Year.
  3. Find the client in the list.
  4. Click the ITR Filed checkbox when return is submitted.
  5. Enter the Acknowledgment Number.
  6. Enter the Filing Date.

Workflow: Import Clients from CSV

Bulk import your existing client list:

  1. Navigate to GST Clients or IT Clients.
  2. Click Import CSV.
  3. Download the sample template to see the required format.
  4. Fill in your client data in the CSV file.
  5. Select the CSV file and click Import.
  6. Review the import summary for any errors.
Important: Ensure GSTIN and PAN formats are correct before importing. Invalid entries will be skipped.

Workflow: Export Data

Export client lists and filing status to Excel/CSV:

  1. Navigate to the relevant section (Clients or Checklist).
  2. Apply any filters if needed (search, status, date range).
  3. Click Export CSV.
  4. Choose a location to save the file.

Workflow: Backup & Restore

Protect your data with regular backups:

Create Backup

  1. Go to Settings → Backup.
  2. Click Create Backup.
  3. Choose a location to save the backup file (.backup).
  4. Store this file safely (external drive, cloud, etc.).

Restore Backup

  1. Go to Settings → Backup.
  2. Click Restore Backup.
  3. Select your backup file.
  4. Confirm the restore (this will replace current data).
Warning: Restoring a backup will overwrite all current data. Make sure to create a backup of current data first if needed.

Frequently Asked Questions

Is my data safe?

Yes! FilingMate is 100% offline. All data is stored locally on your computer and never sent to any server. Your client passwords are encrypted using industry-standard encryption.

Do I need internet to use FilingMate?

No. The app works completely offline. Internet is only needed for initial license activation and occasional license verification.

Can I use it on multiple computers?

Each license is valid for one computer. For multi-device usage, please contact support for volume licensing options.

How do I transfer data to a new computer?

Use the Backup & Restore feature. Create a backup on your old computer, copy the backup file to your new computer, and restore it there.

What happens when my license expires?

The app enters Demo mode with a 5-client limit. Your existing data is preserved and accessible again once you renew.

Can I get a refund?

Yes, we offer a 7-day refund policy. If you're not satisfied, contact us within 7 days of purchase for a full refund.

Contact Support

Need help? We're here for you.

email

Email Support

contact@bestwaysolution.in
schedule

Response Time

Within 24 hours

When contacting support, please include:

  • Your license email
  • FilingMate version number
  • Description of the issue
  • Screenshots if applicable