ℹ️ Aapka data kahan rehta hai & safe kaise? (1 min)
2. Settings → ☁ Google Drive backup on karo → data aapke apne Google Drive mein auto-backup (sirf aapko dikhega).
3. Bill / bank / voice upload par sirf wo file KyaTax reader ek baar padhta hai → fields wapas → store nahi hoti.
4. Aapka poora hisaab KyaTax server par KABHI nahi rehta.
Tip: Drive backup zaroor on karo — tabhi browser-clear / device badalne par data safe rahega.
⚡ Quick add — bas photo daalo
Purchase/sale bill ki photo ya PDF daalo — entry khud ban jayegi. Aap review karke Save.
Financial snapshot
Recent entries
💬 Talk to KyaTax
⚡ Auto-entry — bas bill ki photo daalo
Purchase / sale bill ya bank statement upload karo — KyaTax usse padh ke entry khud bhar dega. Aap check karke Save karo. 🔒 File ek baar padhi jaati hai, store nahi hoti.
Record a transaction
Pick what it is — the books update everywhere automatically (creditor/debtor, stock, cash-flow, P&L). No accounting knowledge needed.
Items
| Item | HSN | Qty | Rate ₹ | GST % |
|---|
📝 Journal / Contra / Adjustment
Manual double-entry — cash↔bank transfer (contra), owner drawings/capital, bad-debt write-off, other income, accruals. Dr aur Cr dono barabar (auto).
🔁 Recurring entries — auto-post rent / salary / EMI / subscription
Ek baar set karo → har period (monthly/etc.) Books khulte hi khud-ba-khud post ho jayega. Missed months bhi catch-up ho jaate hain.
Day book
Create GST invoice
Items
| Item / service | HSN/SAC | Qty | Rate ₹ | GST % |
|---|
Invoices
Quotations & documents
Debtors (customers owe you)
Creditors (you owe suppliers)
Add party with opening balance
📦 Inventory
Add item with opening stock
📑 MIS Report — client-ready pack (PDF / Excel / email)
Ek click — poora financial pack (P&L, Balance Sheet, Cash Flow, GST, debtor/creditor ageing + KYC, fixed assets, ratios & health) — client ko bhejne ke liye taiyaar.
Profit & Loss
Balance Sheet — as on today
Cash flow
GST summary
Trial Balance — all ledgers (as on today)
Debtor & Creditor Ageing
Party Ledger / Statement
Sales & Purchase Registers — party-wise, period-aware
Item-wise Summary & Profit — qty, revenue, est. margin
Expense by Category
Monthly Trend — month-by-month P&L line
Cash & Bank Book — running balances, ties to Dashboard
GST Rate-wise Summary
Bill-wise Payables — vendor ke pending bills (FIFO)
Stock Movement Register — item in/out ledger, running qty
Party × Item Report — kaunsa customer kya khareedta hai
🏦 Bank Reconciliation
Apni bank statement (CSV / Excel) upload karo → KyaTax aapki bank entries se match karega: kya clear hua, kaun si transaction books me chhoot gayi (bank charges / interest / auto-debit), aur kaun se cheque/deposit abhi uncleared hain.
📤 Export to accounting software
One-click file — saari entries Tally ya Busy mein import ho jayengi (balanced double-entry vouchers + auto ledgers). Pehli baar sample company mein test import karein.
🔒 Period lock
Close a period so old entries can't be added, edited or deleted by mistake. Unlock any time.
✅ Month-end checklist
Auto-computed from your books — close the month only when everything is green.
⚖️ Trial Balance
As on today, from the same engine as the Balance Sheet — debit and credit always tie.
🏦 Bank reconciliation
Enter the closing balance from your bank statement, then tick entries that appear in the statement. Difference should reach ₹0.
📝 Adjustment entries (JV)
Depreciation, drawings, bad debts, contra — post them from the New Entry tab → Journal. They flow into the Trial Balance automatically.
🧩 Optional modules
Sirf wahi features rakhiye jo aapke business ko chahiye — kabhi bhi on/off karein.
Business profile (used on invoices)
🔒 Login & data recovery
Set a password to lock this dashboard (with email/Google & "forgot password" recovery). Your data lives on this device — to move it to another laptop/phone or recover after a crash, use Backup → Restore below.
🧾 Audit trail — every add / edit / delete
Backup & restore — your data recovery
Your data lives only in this browser. Download a backup regularly (reliable, private — nothing goes to any server). To file with KyaTax, send us the backup or the CSV export.
☁ Google Drive auto-backup recommended
Ek baar connect karo → har entry apne aap aapke apne Google Drive mein safe ho jaati hai. Data KyaTax/kisi server par nahi jaata — sirf aapke Drive mein. Naya laptop/phone? Wahan connect karke Restore kar lo.
⚙ One-time setup (KyaTax owner) — Google OAuth Client ID
Google Cloud Console → APIs & Services → Enable “Google Drive API” → OAuth consent screen → Publishing status → “In production” (warna Google “access blocked” deta hai; drive.file scope hai isliye lambi verification nahi chahiye) → Credentials → Create OAuth client ID (Web) → Authorized JavaScript origins mein https://kyatax.com → Client ID yahan paste:
📋 GST returns — summary & JSON
Auto-computed from your sales & purchases. Pick a period, review, and download a filing-ready JSON — or let KyaTax file it for you.
GSTR-3B summary
Kitna cash bharna hai, kitna ITC se set-off? Set-off calculator (Rule 88A) →
GSTR-1 — B2B (registered buyers)
GSTR-1 — B2C & HSN summary
🔁 GSTR-2B Reconciliation — ITC matching
GST portal se apni GSTR-2B download karo (JSON ya Excel) → yahan upload karo. KyaTax aapki purchase entries se match karega: kya milta hai, kahan ITC chhoot raha hai, aur kahan supplier ne file nahi kiya (ITC risk).
💬 Ask KyaTax to file
🏭 Fixed Asset Register & Depreciation
Add your assets — depreciation (Income-Tax WDV method) & closing value compute automatically. New assets now post to your Balance Sheet (net block), P&L (depreciation) & reduce cash/bank (or create a vendor payable). Carried-forward asset? Put its opening WDV — no cash impact.