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Taxbase Suite: Efficient WFM Solution for Tax Professionals

Taxbase Suite offers a comprehensive Work Flow Management tool for tax professionals. Register for a 30-day free trial today and streamline your practice. Manage designations and costs, allocate work efficiently, and generate bills with ease. Stay organized and boost productivity with Taxbase Suite!

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Taxbase Suite: Efficient WFM Solution for Tax Professionals

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  1. WELCOME TO

  2. Click on Products

  3. Click online product=>Tax professional

  4. Click on online products >> Tax Professionals >> Taxbase Suite : WFM >>Read More…

  5. Click on “Register”

  6. Fill in all the registration Information and Click on “ 30 Days Free Trial”

  7. A system generated email will be sent to your email ID you have entered while registration.

  8. Go to www.taxbasesuite.com Fill in User Name and Password and select Login As Admin and Click on Sign In.

  9. Click on Work Flow Management

  10. Click on Designation & Cost Definition

  11. Click on select and Edit record.

  12. Assign cost to Partner and click on Save button

  13. Here you will find designated employees with cost per Hour

  14. Click on Work Master

  15. Click on New

  16. Enter the Work Name and click on Save button.

  17. Here you will find list of Work Master.

  18. Click on Employee Definition Option

  19. Click on New button or Select record for Editing.

  20. Enter Mandatory fields and lick on Save button.

  21. Enter Mandatory fields, Select Designation and Report To option and click on Save button.

  22. Enter Mandatory fields, Select Designation and Report To option and click on Save button.

  23. Enter Mandatory fields, Select Designation and Report To option and click on Save button.

  24. Here you will find list of employees with Designation.

  25. Click on Group/Customer Definition

  26. Click on Group Definition

  27. Enter Group Name and click on Save button

  28. Here you will find list of Group

  29. Click on Customer Definition

  30. Click on New button to Define New Customer

  31. Enter all Mandatory Fields and Click on Save button.

  32. Enter all Mandatory Fields and Click on Save button.

  33. Here You find the List of Customers.

  34. Click on Work Allocation

  35. Select Group from Customer Group option and select the Particular Customer click on Select button.

  36. Click on New Button

  37. Enter Mandatory field and click on Save button to Assign Customer Work to Employee.

  38. Here you will See List of work assigned.

  39. Go to Home Page Click on Rights Management.

  40. Select Employee and Module as WFM Module tick Check box and click on Save button.

  41. Go to www.taxbasesuite.com Fill in User Name and Password and select Login As Employee and Click on Sign In.

  42. Click on work Flow Management

  43. Click on Daily View

  44. Here you will find the Assigned Work, Change the Status if Work Completed and any other enter below or you can transfer the Work to other Employee.

  45. Click on Billing Parameter

  46. Enter Billing Parameters and click on Save button.

  47. Click on bill Generation

  48. Click on Add To Bill and Click on Prepare Bill

  49. Enter the Billing Details, Narration and click on Save button.

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