CAConnect LogoCAConnectFinance OS
ToolsGuidesChecklistsCA servicesLearn
Browse actionsToolsSign inFind my next action
ToolsGuidesChecklistsCA servicesLearn
Sign inFind my next action
Product map

Move from question to tool, guide, saved record, and CA review.

Take action

ToolsCalculatorsChecklistsCA services

Learn

GuidesArticlesGlossary

Workspace

Setup flowSign inDashboardCA handoff
Free tools and guided actions

Start with the finance task in front of you.

Create an invoice, estimate tax, check GST applicability, prepare documents, or organize a CA handoff. Each catalog entry explains its audience, planned capability, related guidance, and delivery phase.

20

task-focused entries in the product catalog

6

priority actions in the first delivery phase

4

phases from immediate utility to recurring compliance

Browse the complete action catalog

Phase labels communicate delivery priority. A catalog page may describe planned capability before the full business workflow is live.

Phase 1Phase 2Phase 3Phase 4
Phase 1

Free Invoice Generator India

Create a professional invoice without Excel or accounting software.

Includes

  • GST or non-GST invoice
  • Client and line items
  • Payment terms
For freelancersView action
Phase 2

GST Invoice Generator

Generate a structured GST-style invoice.

Includes

  • GSTIN and HSN/SAC
  • CGST/SGST/IGST split
  • Place of supply
For gst-registered freelancersView action
Phase 1

Advance Tax Calculator

Estimate quarterly advance tax and shortfalls.

Includes

  • Income, expense, and TDS inputs
  • Regime estimate
  • Instalment schedule
For freelancersView action
Phase 1

Old vs New Tax Regime Calculator

Compare sourced estimates under both tax regimes.

Includes

  • Income and deduction inputs
  • Old/new estimates
  • Difference summary
For individualsView action
Phase 1

AIS Viewer Checklist

Guide users to review AIS before filing ITR.

Includes

  • Income-category checklist
  • Mismatch notes
  • Manual summary upload
For salaried usersView action
Phase 2

Form 26AS / TDS Tracker

Compare expected TDS with reflected tax credit.

Includes

  • Deductor tracker
  • Expected/reflected TDS
  • Mismatch flag
For freelancersView action
Phase 2

ITR Document Checklist Generator

Generate a filing-document checklist from a user profile.

Includes

  • Profile questionnaire
  • Income-source selection
  • Missing document tracker
For salaried usersView action
Phase 4

Income Tax Refund Status Guide

Track refund checks and organize delay information.

Includes

  • Status checklist
  • Acknowledgement tracker
  • Bank validation checklist
For itr filers expecting a refundView action
Phase 1

GST Registration Eligibility Checker

Assess whether GST registration may apply.

Includes

  • Business type and turnover
  • Inter-state supply
  • Export/service questions
For freelancersView action
Phase 3

GST Registration Workflow

Prepare and track a GST registration application.

Includes

  • Document checklist
  • Application progress
  • ARN field
For small businessesView action
Phase 3

GSTR-1 Preparation Guide

Prepare sales data for GSTR-1 filing.

Includes

  • Sales summary
  • B2B/B2C split
  • Invoice data checklist
For gst-registered businessesView action
Phase 3

GSTR-3B Preparation Guide

Prepare a monthly or quarterly GST summary.

Includes

  • Sales summary
  • ITC placeholder
  • Tax payable estimate
For gst-registered small businessesView action
Phase 4

GST Return Status Tracker

Track manually whether GST returns are filed.

Includes

  • GSTIN and period
  • Manual status
  • Pending reminder
For business owners working with accountants or casView action
Phase 4

PAN Apply / Correction Guide

Organize PAN application, correction, or reprint steps.

Includes

  • Requirement checklist
  • Correction checklist
  • Documents
For individualsView action
Phase 4

TAN Registration Guide

Assess TAN need and prepare an application.

Includes

  • Eligibility questions
  • TDS responsibility
  • Document checklist
For employersView action
Phase 3

Company / LLP Registration Checklist

Compare entity options and prepare registration documents.

Includes

  • Entity comparison
  • Documents
  • Name approval
For entrepreneursView action
Phase 3

MCA Annual Compliance Calendar

Track recurring company and LLP compliance tasks.

Includes

  • Entity selection
  • Compliance calendar
  • Due-date reminders
For company foundersView action
Phase 3

Startup Compliance Checklist India

Create a practical setup and compliance roadmap.

Includes

  • Business-stage questions
  • Registrations
  • Finance/tax/GST/MCA checklists
For startup foundersView action
Phase 2

Indie Developer Finance Tracker

Track SaaS, product, affiliate, consulting, and foreign income.

Includes

  • Revenue streams
  • Manual MRR
  • Gateway fees
For indie developersView action
Phase 1

CA-Ready Report Generator

Turn organized records into a report a CA can use.

Includes

  • Income/expense/invoice/TDS/GST/tax summaries
  • Document checklist
  • Missing flags
For all caconnect usersView action
Action flow
Start with contextUse a public toolRead the guideSave the recordPrepare CA handoff
Blue light theme

Public tools stay open. Sign in only when the workflow needs saved records, private documents, or structured CA sharing.

India-focused finance workflows

Start with the next money task, then keep the record.

Use public tools first. Sign in when you need saved progress, private records, or a structured CA handoff.

Find my next actionBrowse tools
CAConnect Logo
CAConnectGuided finance action

Tools, guides, checklists, records, and professional handoff for Indian freelancers, founders, creators, small businesses, and CAs.

No accountPublic tools
EstimatesCalculations
CA-readyHandoff

Take action

  • Free tools
  • Calculators
  • Checklists
  • CA services

Learn

  • Step-by-step guides
  • Finance articles
  • Finance glossary
  • Find your next action

Workspace

  • Sign in
  • User dashboard
  • CA workspace
  • Request CA help
© 2026 CAConnect. Built for clearer financial action.Tax outputs are estimates. Verify high-risk actions with a qualified professional.