PROJECT

Tax Software for Income Tax, GST and Compliance Filing

Custom tax software development, GST filing workflows, Income tax return preparation, Document processing, Tax calculation, Compliance dashboards, Accounting integrations

  • Industry: Tax services
  • Slovakia Location: Slovakia
  • Delivery time: 16 weeks
  • Technologies: JavaScript / TypeScript (Node.js), Python
4+ months

This client’s tax services firm spends time collecting client information, checking documents and preparing filing outputs across separate steps. The tax software brings taxpayer answers, supporting files and filing data into one secure workspace. It calculates tax amounts, prepares income-tax and GST returns, creates government-compatible files and tracks filing records for the firm’s tax preparers and compliance employees.

Summary

Problem

The tax services firm manages taxpayer data, documents, calculations and filing records across fragmented steps.

Solution

The solution became one secure tax filing workspace for guided intake, calculations, GST validation, return preparation and compliance tracking.

Result

The software is made to reduce manual tax work, repeated checks and rework for the firm.

Client story

The client is a tax services firm from Slovakia. It supports taxpayers and businesses with income-tax returns, GST-related filing work, documents and compliance records.

The firm collects taxpayer answers, filing data and supporting documents, then prepares calculations, returns and filing records.

The request was simple: bring guided taxpayer intake, document collection and tax calculations into one secure system. GST validation, return generation and filing records were also required.

The solution was shaped as connected workspaces for filing progress, guided preparation, document processing, GST reconciliation and administrator follow-up.

The client asked for

  1. Calculate tax amounts, deductions, refunds, interest and late fees accurately
  2. Generate returns, schedules, GST outputs, PDFs, reports and exports
  3. Protect accounts, documents and tax data with secure access controls
  4. Guide users through taxpayer answers, filing data and supporting information

Why ready-made software did not fit

Ready-made freelance tax software focuses on expenses, deductions, estimates and tax payments, while general tax software mainly guides individual or small-business filing. Practice-management platforms cover business operations, but the client needed one system combining guided intake, GST validation and income-tax calculations. It also needed government-compatible files, filing records, client work and role-based access.

Project overview

The solution was designed around a filing dashboard that brings tax tasks, deadlines, liabilities and document access into one starting point. Separate entry points lead to income-tax and GST filing work.

To handle guided preparation, a step-by-step questionnaire was provided with income and deduction fields, validation messages and a tax calculation panel. The system generates income-tax returns and tax schedules from the collected information.

Document processing was provided for PDF, JPG and Excel files, invoices and receipts. Protected access, document labels and extraction results keep supporting information connected to the relevant filing.

The GST workspace imports portal, sales and purchase data, validates records and supports GSTR-1 and GSTR-3B outputs. A reconciliation panel compares GSTR-2A or GSTR-2B data with purchase information and input tax credit calculations.

Special attention was paid to administrator work: client and entity records, role-based access and compliance tasks are available in one queue. Reports, acknowledgments and filing statuses complete the follow-up view.

Accounting and payment connections can be added where the workflow requires them.

Key features delivered

  • Guided income-tax return preparation
  • GST data validation and filing outputs
  • Tax liability, refund, interest and late-fee calculations
  • Document upload, labeling and extraction
  • GSTR-2A and GSTR-2B reconciliation
  • Government-compatible JSON and XML files
  • Filing statuses, deadlines and reminders
  • Role-based access and protected documents
  • Acknowledgment and filing-record management

Can be added

+ AI tax research assistance + Consultations and quotations + Subscriptions and receipts + Compliance follow-up + Notice management + Accounting imports + Payment workflows

Who else can use this solution

These businesses have a similar filing and document task, and the same solution can be adapted to their rules.

An accounting firm

Task It prepares returns, manages client documents and tracks filing obligations.
How the solution helps The solution connects guided intake, calculations, documents, reports and filing records in one workspace.
Accounting firms

A corporate tax department

Task It manages tax activity, documents and compliance tasks across entities.
How the solution helps The solution provides entity records, role-based access, filing statuses, notices, reports and acknowledgments.
Business services

A small e-commerce seller

Task It manages GST data, sales records, purchase data and return preparation.
How the solution helps The solution validates GST data, prepares outputs and supports reconciliation with input tax credit calculations.
Retail stores

Technology stack

JavaScript / TypeScript (Node.js)

Application and file workflows

This language group supports the web application, CSV processing and XML generation.

Python

Tax and document processing

Python supports document extraction, PDF handling, accounting connections and API services.

PHP

Server components

PHP is available for server-side project components where required.

jspdf

Create PDF files

jspdf creates PDF documents from JavaScript data.

pymupdf

Extract PDF information

pymupdf extracts and processes information from PDF documents.

csv-parse

Read CSV data

csv-parse reads CSV filing and accounting data.

xmlbuilder

Build XML returns

xmlbuilder creates government-compatible XML output.

fastapi

Expose tax APIs

fastapi provides API endpoints for structured tax and compliance data.

PDF, JPG and Excel

Store supporting documents

These formats carry uploaded tax documents, invoices, receipts and spreadsheets.

JSON and XML

Exchange filing data

These formats carry government-compatible return files and structured tax data.

Integrations

Xero

The solution can exchange accounting data with Xero through pyxero (a Python library for accessing the Xero accounting API).

QuickBooks Online

The solution can connect to QuickBooks Online through its accounting API SDK for accounting-system access.

Government tax systems

Electronic filing workflows send return outputs and store acceptance codes, rejection codes, acknowledgments and filing records where the required connection is available.

Razorpay

Razorpay supports payment and subscription workflows where required.

The result

A clear starting point for each filing

The filing dashboard gives the firm a single view of tax work. Filing statuses, liabilities, deadlines, reminders and document access sit beside the income-tax and GST entry points.

The client’s team can see what information is available and which filing path needs attention without moving between separate workspaces.

How it works

  1. The dashboard shows filing-status cards, tax-liability figures, deadlines and reminders.
  2. The dashboard presents income-tax and GST filing entry points.
  3. The dashboard shows uploaded documents and taxpayer filing data.
  • Tax-liability summary
  • Deadline and reminder list
  • Document upload access
Filing dashboard with tax tasks

Filing dashboard with tax tasks

Functions on this screen
Tax Filing Dashboard Calculate tax liability India GST Returns Upload Documents

Guided preparation before return generation

The preparation screen turns taxpayer information into a structured return process. Income, deductions, validation results and calculated amounts stay together before the return is generated.

The tax calculation panel shows liability, refund and interest information while the system checks the collected answers and filing data.

How it works

  1. The questionnaire presents taxpayer answers, income details and deduction details.
  2. The validation module shows validation results for the filing entries.
  3. The calculation panel shows tax liability, refund and interest before return generation.
  • Step-by-step questionnaire
  • Validation messages
  • Return-generation action
Tip: The return preparation flow keeps calculations beside the information used to produce them.
Guided return preparation

Guided return preparation

Functions on this screen
Calculate tax liability Generate Income Tax Returns

Supporting documents stay connected to the filing

The document workspace organizes PDF, JPG and Excel files alongside invoices and receipts. Labels and upload status make the document set easier to review.

Extraction results turn supported documents into tax information that can be used in the filing process, while protected access limits document visibility by role.

How it works

  1. The document module lists PDF, JPG, Excel and scanned documents with their types and upload status.
  2. The extraction module reads information from invoices, receipts and supported documents.
  3. Protected document access controls access to the stored files and extracted tax information.
  • Document type labels
  • Upload status
  • Extraction results
Note: Protected document access supports separate taxpayer, preparer, employee and administrator roles.
Document collection and processing

Document collection and processing

Functions on this screen
Upload Documents Data Extraction

GST records are checked before filing outputs

The GST workspace brings imported data, validation and reconciliation into one review area. GSTR-1 and GSTR-3B outputs sit beside the records used to prepare them.

The reconciliation panel compares GSTR-2A or GSTR-2B data with purchase information and input tax credit calculations, while missing-invoice notifications point to records needing attention.

How it works

  1. The workspace shows imported GST portal data, sales data and purchase data in a table.
  2. The validation module shows validation status and GST filing records.
  3. The reconciliation panel compares GSTR-2A or GSTR-2B data with input tax credit calculations.
  • GSTR-1 and GSTR-3B output actions
  • Missing-invoice notifications
  • GST JSON and Excel exports
GST validation and reconciliation workspace

GST validation and reconciliation workspace

Functions on this screen
Auto-validate GST data Fetch GST Data Automatically Reconcile GSTR-2B India GST Returns

Administrators keep client filings moving

The administrator queue gives the firm a shared view of clients, entities, notices and compliance tasks. Filters make filing statuses and follow-up work easier to review.

Reports, acknowledgments and filing records are available in the administrator queue for follow-up.

How it works

  1. The queue lists user accounts, client profiles, filing statuses and compliance tasks.
  2. The notice and task area shows income-tax notices and follow-up work.
  3. The report and acknowledgment modules generate MIS reports and show filing acknowledgments.
  • Role-based access controls
  • Filing-status filters
  • Acknowledgment and filing-record panel
Administrator filing and compliance queue

Administrator filing and compliance queue

Functions on this screen
Generate reports for analysis Download acknowledgments

What the solution gives

With this solution, the tax services firm can:

  • Guide taxpayers and preparers through income-tax and GST filing tasks
  • Calculate liabilities, deductions, refunds, interest and late fees
  • Collect, protect, label and process supporting documents
  • Validate GST records and reconcile purchase data with GST information
  • Generate returns, schedules, PDFs, reports and government-compatible files
  • Track deadlines, notices, tasks, acknowledgments and filing records

Could ready-made systems do the job?

Before the design, the task was compared with ready-made products by their own descriptions.

What the client needs Freelance tax software Found, Keeper, SnapTax Tax preparation software H&R Block, FreeTaxUSA, Trimestre Practice management platforms Bonsai Custom solution
Calculate tax and filing amounts —
Generate returns and tax files — —
Protect data and documents — partly —
Guide taxpayer information collection — —
Fits the client's own rules: stages, roles, reports — — partly
All steps in one place — — —
No manual steps between programs partly partly —

By the public descriptions of the products and their category.

Ready-made products cover parts of the task: freelance tax tools focus on estimates and deductions, tax software guides filing, and practice platforms organize business operations.

A ready-made product is enough when only one of these parts is needed. This client needed its own software because the required filing work, GST reconciliation, documents, compliance rules and role-specific tasks had to fit together in one place, with fewer manual steps between them.

In the end

In the end, the result was a tax workspace made to take manual work out of the path from taxpayer information and documents to prepared returns and compliance records.

FAQ

Thinking about building a similar system? Read the answers below to see how guided filing, document processing, integrations and compliance modules can fit together.

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