WELCOME TO. Click on Products Click online product=>Tax professional.
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Transcript of WELCOME TO. Click on Products Click online product=>Tax professional.
![Page 1: WELCOME TO. Click on Products Click online product=>Tax professional.](https://reader030.fdocuments.in/reader030/viewer/2022032523/56649d755503460f94a55725/html5/thumbnails/1.jpg)
WELCOME TOWELCOME TO
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Click on Products
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Click online product=>Tax professional
![Page 4: WELCOME TO. Click on Products Click online product=>Tax professional.](https://reader030.fdocuments.in/reader030/viewer/2022032523/56649d755503460f94a55725/html5/thumbnails/4.jpg)
Click on online products >> Tax Professionals >> Taxbase Suite : WFM
>>Read More…
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Click on “Register”
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Fill in all the registration
Information and Click on “ 30 Days
Free Trial”
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A system generated email will be sent to your email ID
you have entered while registration.
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Go to www.taxbasesuite.com Fill in User Name and Password and select
Login As Admin and Click on Sign In.
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Click on Work Flow
Management
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Click on Designation & Cost Definition
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Click on select and Edit record.
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Assign cost to Partner and click on Save button
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Here you will find designated employees
with cost per Hour
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Click on Work Master
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Click on New
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Enter the Work Name and click on Save
button.
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Here you will find list of Work Master.
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Click on Employee Definition Option
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Click on New button or Select record for Editing.
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Enter Mandatory fields and lick on
Save button.
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Enter Mandatory fields, Select Designation and
Report To option and click on Save button.
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Enter Mandatory fields, Select Designation and Report To
option and click on Save button.
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Enter Mandatory fields, Select Designation and Report To option
and click on Save button.
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Here you will find list of employees with
Designation.
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Click on Group/Customer
Definition
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Click on Group
Definition
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Enter Group Name and click on Save
button
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Here you will find list of Group
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Click on Customer Definition
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Click on New button to Define New Customer
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Enter all Mandatory Fields and Click on Save button.
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Enter all Mandatory Fields and Click on Save button.
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Here You find the List of Customers.
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Click on Work Allocation
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Select Group from Customer Group option and select the Particular Customer click on Select button.
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Click on New Button
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Enter Mandatory field and click on Save button to Assign
Customer Work to Employee.
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Here you will See List of work assigned.
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Go to Home Page Click on Rights Management.
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Select Employee and Module as WFM Module tick Check box and
click on Save button.
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Go to www.taxbasesuite.com Fill in User Name and Password and select
Login As Employee and Click on Sign In.
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Click on work Flow Management
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Click on Daily View
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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.
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Click on Billing Parameter
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Enter Billing Parameters and click
on Save button.
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Click on bill Generation
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Click on Add To Bill and Click on Prepare Bill
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Enter the Billing Details, Narration and click on Save button.
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Click on Bill Generation other than Work Done
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Click on New button to Enter Bill Information for
which you require bill other than work done
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Click on Select button to Edit the Bill or Print Bill.
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Can View Bill/Invoice
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Click on Receipt Generation
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Select Customer Name and Click on New button.
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Enter the Receipt Details, Narration and click on Save button.
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Click on Select button to Edit the Receipt or Print Receipt.
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View Receipt Here
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Click on MIS Reports
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Click on Cost and Budget Estimation
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Select Time option and Group.
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Select Cost option and Group.
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Click on Cost & Budget Estimation Summary
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Select Costing as Estimated and Group
as XYZ & CO.
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Click on Work Done Report
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Here you will find list of work done
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Click on Work Pending/Overdue Report
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Here you will find Work pending /Overdue
Report
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Click on Resource Utilization
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You will find resource utilization
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Click on Daily Work Done Report
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Here you will find employee daily report
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THANK YOU !!!THANK YOU !!!