Roles involved: CA Partner uses the firm-wide and profitability reports. CA Manager uses the operational and monitoring reports daily and weekly. CA Staff use the Document Status and GST/TDS Reconciliation reports during preparation work.
Overview
CA Practice Management includes eight purpose-built reports that cover the complete picture of your practice: which tasks are overdue, where GST figures do not match, how much penalty the firm has saved clients, which clients are most profitable, which are most at risk, and what documents and DSCs need attention this week. Every report is accessible from the Reports section of the CA Practice Management workspace. Some reports also have dedicated shortcut tiles on the workspace home page for one-click access.Report 1: Compliance Ageing
Business question: Which compliance tasks are overdue and by how many days? Who uses it: CA Manager (daily triage), CA Partner (weekly firm review) Path: Reports section of the CA Practice Management workspace.
Filters
Columns
Chart: A donut chart showing the proportion of tasks in Filed (green), Pending (amber), and Overdue (red) status for the filtered period. This gives an at-a-glance reading of the firm’s compliance health.
How to act on it
- Sort by Days Overdue descending to find the most at-risk tasks first.
- Filter by Assigned To to check individual staff workloads and spot who is overloaded.
- The Penalty Risk column shows the estimated fine accruing each day. High-penalty-risk tasks deserve immediate escalation regardless of how many days overdue they are.
- From the task link in the report, you can open the task directly and reassign it, change the status, or send a client reminder without leaving the report context.
Report 2: GST/TDS Reconciliation Summary
Business question: Where do ITC figures in the books differ from GSTR-2B? Who uses it: CA Staff (before filing GSTR-3B), CA Manager (review before submission) Path: Reports section of the CA Practice Management workspace.
Filters
Columns
How to act on it
- Filter the Mismatch Flag column to show only “Mismatch” rows.
- For each mismatch, open the client’s GSTR-2B data and reconcile it against the books. Common reasons include suppliers filing late, invoice number errors, or credits applied in the wrong period.
- Resolve all mismatches before filing GSTR-3B. Filing with a known ITC mismatch may result in a GST notice.
- Once reconciled, the Mismatch Flag updates to “OK” and the return can proceed.
Report 3: Penalty Avoidance
Business question: How much penalty did the firm save clients this period by filing on time? Who uses it: CA Partner (client-facing presentations, quarterly reviews), CA Manager (team performance review) Path: Reports section of the CA Practice Management workspace.
Filters
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Summary row: The report footer shows Total Penalty Avoided, Total Penalty Paid, and Total Tasks Filed for the filtered period.
How to act on it
- Share the “Total Penalty Avoided” figure with clients during quarterly reviews or business meetings to demonstrate the concrete financial value of timely compliance.
- Review the “Penalty Paid” column to identify clients who have recurring late filings. These clients may need more proactive reminders or a different document collection timeline.
- A high penalty-paid figure for a specific form may indicate that the compliance task template’s lead time is too short. Consider adjusting the document request lead time for that form.
Report 4: Revenue vs Effort Analysis
Business question: Which clients generate the best revenue per hour of staff time? Who uses it: CA Partner (quarterly fee review before engagement renewals) Path: Reports section of the CA Practice Management workspace.
Filters
This report has no filters. It always shows all active engagements so that the partner sees the complete picture without the risk of an accidentally applied filter excluding clients.Columns
Chart: A bar chart showing the top 10 clients ranked by Revenue per Hour.
How to act on it
- Identify clients whose Revenue per Hour is below your target threshold. These are candidates for a fee increase at the next renewal. Bring this report to the renewal conversation.
- Identify clients with very high Revenue per Hour. They are getting strong value from the engagement and may be open to additional advisory services. Consider scheduling a proactive advisory meeting.
- Check that clients with low billable hours but high retainer fees are accurately logging time. Under-logging distorts the Revenue per Hour figure upwards and gives a false impression of profitability.
Report 5: Client Compliance Health Score
Business question: Which clients are at risk across all compliance dimensions? Who uses it: CA Partner (monthly firm review), CA Manager (preparation for client visits) Path: Reports section of the CA Practice Management workspace.
How the score is calculated
Each client receives a score out of 100, made up of five dimensions:
Health Bands:
Columns
Chart: A bar chart of the top 10 clients by Health Score. Use this to show partners and clients the benchmark at a glance.
How to act on it
- Filter by Health Band = Red to find the clients who need immediate attention. Schedule a call or meeting to address the gaps before they result in penalties or notices.
- Share individual scores with clients who want a benchmark view of their compliance status. The score demonstrates the firm’s value and gives clients a clear picture of where they need to improve their own record-keeping.
- A consistently low Meeting Score across many clients may signal that the firm’s meeting cadence needs to be increased. The score is 20 for 4 meetings per year: one per quarter.
Report 6: Income Computation Summary
Business question: What is the ITR filing status and tax position for every client this assessment year? Who uses it: CA Manager (monitoring during ITR filing season), CA Partner (progress overview at a glance) Path: Reports section of the CA Practice Management workspace.
Filters
Columns
How to act on it
- Filter by Status = “Computed” to see all computations that are ready for client approval. Send approval requests through the portal for these clients.
- Sort by Net Payable descending to prioritise high-value returns. These clients may need advance tax payment reminders if the net payable is significant.
- Export the report to CSV for MIS reporting or for sharing with the firm’s senior partner as a progress summary during peak ITR season.
Report 7: DSC Expiry Alert
Business question: Which Digital Signature Certificates are expiring within the next 60 days? Who uses it: CA Manager (weekly monitoring), CA Partner (renewal decisions and client contact) Path: Reports section of the CA Practice Management workspace. Also accessible from the DSC Management shortcut tile.
Filters
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How to act on it
- Review this report every Monday morning.
- For any DSC with fewer than 14 days remaining, contact the client or their director immediately to initiate renewal. A Class 3 DSC typically takes one to three working days to renew through providers such as Emudhra, Sify, or NSDL.
- For DSCs already showing Expired, check whether any filings linked to that holder are pending. Those filings are blocked until the renewal is complete.
- After renewal, create a new DSC record with the updated validity dates. See DSC Management for the renewal procedure.
Report 8: Document Status
Business question: Which document requests from clients are still outstanding and how overdue are they? Who uses it: CA Staff (daily follow-up calls), CA Manager (weekly review of the whole portfolio) Path: Reports section of the CA Practice Management workspace.
Filters
Columns
The report is sorted by earliest due date first, so the most pressing requests appear at the top.
How to act on it
- Filter by Status = “Open” and sort by Days Overdue descending to prioritise follow-up calls. Clients with the longest-overdue document requests should be called first.
- A document request that is 7 or more days overdue is blocking the compliance task it supports. Escalate these to the CA Manager immediately.
- From the request link, you can open the document request and see exactly which items are still missing. Use this detail when calling the client so you can tell them specifically what is needed.
- Use the Client Engagement filter to pull a per-client view before a client meeting, so you can discuss all outstanding documents in one conversation rather than item by item.
Workspace Access
All eight reports are available from the Reports section of the CA Practice Management workspace. Four reports also have dedicated shortcut tiles on the workspace home page for one-click access:- Compliance Ageing (orange tile)
- Client Compliance Health Score (blue tile)
- DSC Expiry Alert (yellow tile)
- Revenue vs Effort Analysis (green tile)
Best Practices
- Use Compliance Ageing daily for operational triage, not just weekly. A task that is 1 day overdue is easy to recover. A task that is 14 days overdue may already have a penalty notice.
- Run the GST/TDS Reconciliation Summary before every GSTR-3B filing, not after. Mismatches discovered after filing require amendments, which carry their own risk and cost.
- Share the Penalty Avoidance report with clients at the annual review. The total penalty avoided is a concrete, rupee-denominated demonstration of the value the firm provides. Most clients are surprised by how large this figure is.
- Review the Revenue vs Effort Analysis before every engagement renewal. Fee decisions made without this data are guesswork. The report gives you the objective position in under a minute.
- Sort the DSC Expiry Alert by Days to Expiry ascending every Monday. The default sort already does this, but confirm it has not been changed. The most critical renewals must be at the top.
- Use the Document Status report as the script for follow-up calls. Open the per-client filter before calling, so you know exactly which documents are missing and can give the client a specific list rather than a vague reminder.
Related Features
- Compliance Tasks for the records that feed the Compliance Ageing and Penalty Avoidance reports.
- Document Management for the records that feed the Document Status report.
- DSC Management for the records that feed the DSC Expiry Alert report.
- Time Tracking and Billing for the time logs and invoices that feed the Revenue vs Effort Analysis and Utilisation reports.