claude-for-ca

MSME / Udyam registration advisory. Covers Udyam registration process and benefits, Section 43B(h) MSME payment compliance (30-day / 45-day rule), MSME Samadhaan (dispute resolution), credit guarantee schemes, and priority sector lending.

Advisory CA dispatcher — overview and quick navigation

Year-round tax planning for individuals and businesses. Covers old vs new regime comparison, Section 80C-80U deductions, business expenditure planning, timing of income/expenditure, HUF planning, family tax planning, and year-end tax saving strategies. Also covers corporate tax planning (MAT, ITAT favourable precedents).

Assist with bank branch audit and Long Form Audit Report (LFAR). Covers NPA classification, income recognition, advances review, concurrent audit findings, stock audit, and LFAR questionnaire responses. Covers RBI guidelines on income recognition and asset classification (IRAC).

Clause-by-clause review of CARO 2020 (Companies Auditor's Report Order 2020). Covers all 21 clauses — fixed assets, inventory, loans, compliance, fraud, related parties, internal controls, and more. Generates draft reporting format for each clause. Identifies which clauses need "adverse remarks" and helps draft qualified paragraphs.

Internal audit planning and reporting. Covers risk-based internal audit plan, process-level audit (procurement, payroll, cash, revenue cycle), control testing, Internal Audit Report (IAR) drafting, and follow-up on prior period recommendations.

Audit & Assurance dispatcher. Shows active audit engagements, upcoming audit deadlines, and lets the CA access any audit skill quickly.

Prepare an audit risk matrix based on SA-315 (Understanding the Entity and Its Environment). Identify risks at financial statement level and assertion level. Maps risks to audit procedures, materiality thresholds, and working paper references.

Draft standard audit working papers — lead schedules, working trial balance, memo on significant accounting policies, contingent liability memo, related party disclosure checklist, representation letter, and audit completion checklist.

Discover and recommend which claude-for-ca plugins and skills are relevant for a given query or task. Acts as the CA's entry point — routes to the right plugin when they don't know which skill to use.

Manage articleship diary and practical training log for CA students. Tracks hours by area (audit, accounts, taxation, corporate laws), generates weekly/monthly diary entries, monitors ICAI prescribed area-wise minimums, and prepares the articleship completion certificate data.

CA exam preparation assistant for CA Foundation, Intermediate (IPCC), and CA Final students. Covers quick concept revision, memory tricks, important ICAI study material topics, past paper analysis, mock test strategies, and exam day tips.

CA Student Hub dispatcher

Draft Engagement Letter and Terms of Engagement as required by SA-210 (Agreeing the Terms of Audit Engagements). Covers statutory audit, tax audit, GST audit, internal audit, accounting, and advisory engagements. Includes scope, fee, billing terms, client responsibilities, and limitation of liability clauses.

Generate KYC (Know Your Customer) checklist for new clients. Covers individual, company, partnership firm, trust, and LLP KYC requirements. Includes PMLA (Prevention of Money Laundering Act) compliance checklist for CAs.

Client onboarding dispatcher — overview and skill navigator

Add a new client to the memory bank registry. Collects client details interactively and saves to SQLite. Use anytime a new client engagement begins.

One-time CA firm onboarding interview. Asks for firm details, partners, client list, software stack, and compliance calendar. Writes everything to the offline memory bank (SQLite). Run this ONCE before using any domain plugin.

Process bank statement PDFs (including password-protected) to extract all transactions, categorise them, suggest Tally ledger names, reconcile against invoices in the register, and identify unmatched payments. Supports HDFC, SBI, ICICI, Axis, Kotak, Yes Bank formats.

Fetch invoice and bill emails from Gmail. Searches the inbox using a configurable query, lists matching emails with attachments, and downloads PDFs for processing. Works with Google Workspace and personal Gmail via Gmail MCP connector.

Build and maintain a Master Excel Accounts Workbook for a client or the firm itself. Creates and updates Purchase Register, Sales Register, Bank Ledger, GST Register, TDS Register, P&L Summary, and Balance Sheet from extracted invoice and bank data.

Extract structured data from invoice PDFs, scanned bills, and other financial documents. Handles password-protected PDFs, image-based scanned PDFs, and multi-page documents. Produces structured tables ready for Tally import or Master Excel sheet.

Convert extracted invoice and payment data into Tally-compatible import files (XML or CSV). Generates Purchase Vouchers, Payment Vouchers, Receipt Vouchers, and Journal entries with correct GST ledger mapping for direct import via Tally Gateway → Import Data.

FDI inflow compliance under FEMA — FC-GPR (equity allotment to foreigners), FC-TRS (transfer of shares), and FIFP (downstream investment). Covers RBI reporting, pricing norms (FEMA 20R), sectoral caps, approval route vs automatic route, and deferred consideration requirements.

Overseas Direct Investment (ODI) compliance under FEMA — overseas investment by Indian companies and resident individuals. Covers ODI reporting, annual returns (APR), and FEMA 120 norms.

FEMA compliance dispatcher — overview and skill navigator

Track fees billed and collected for all clients. Identify outstanding invoices, flag long-overdue collections, and provide a firm-level WIP (Work in Progress) summary. Helps the CA partner review billing status at any point in the month.

Firm management dispatcher — shows practice KPIs, pending invoices, staff utilization summary, and navigates to practice management skills.

Assist with GSTR-9 (annual return) and GSTR-9C (reconciliation statement). Cross-checks annual GSTR-9 figures against GSTR-1/3B filed during the year, identifies differences, computes additional liability if any, and helps draft GSTR-9C reconciliation statement for audit turnover clients.

GST Audit assistance under Section 35(5)/Section 65/66. Covers departmental audit (Section 65) representation and special audit (Section 66). Also assists with GST annual audit checklist, ITC reversal calculations, and reconciliation for audit submissions.

Review GSTR-1 outward supply data before filing. Checks classification of supplies (B2B/B2C/exports/nil-rated/exempt), validates HSN summary, e-Invoice linkage, place of supply, and flags mismatches with the sales register. Covers both monthly and QRMP (IFF) filers.

Review GSTR-3B before filing. Checks ITC eligibility, identifies blocked credits (Section 17(5)), calculates Rule 42/43 reversals, validates cash vs credit utilisation, computes interest on late payment, and ensures GSTR-2B reconciliation is complete. Critical for avoiding ITC mismatch notices.

Reconcile Input Tax Credit: compare GSTR-2B (auto-drafted) with the Purchase Register. Identify invoices present in one but not the other, excess ITC claims, invoices filed by vendor but not in books, blocked credits (Section 17(5)), and the time limit for ITC availing (Section 16(4) — ITC to be claimed by 30 Nov of next FY or before filing annual return, whichever is earlier).

Parse and analyse GST notices (SCN/DRC-01/ASMT-10/ASMT-11/ADJ-01/RFD-09 and others). Explains demand in plain language, identifies the legal basis, calculates time remaining to reply, pulls prior return data for context, and drafts a structured reply.

GST compliance dispatcher. Shows pending GST tasks for all clients, lets the CA quickly jump to any specific skill, and provides a daily/weekly GST dashboard.

Calculate quarterly advance tax instalments for individuals and businesses. Computes estimated annual income, tax liability, and required advance tax amounts for each instalment due date (15 June, 15 Sept, 15 Dec, 15 Mar). Also calculates interest u/s 234B and 234C for shortfalls.

Compute Short-Term and Long-Term Capital Gains for equity shares, equity mutual funds, debt mutual funds, property (land/building), bonds, and other assets. Applies correct holding periods, tax rates, indexation (for applicable assets), set-off and carry-forward rules. Covers post-FY 2024-25 amendments to STCG/LTCG rates.

Review Income Tax Return (ITR) computation before filing. Cross-checks ITR data against Form 26AS, AIS (Annual Information Statement), and TIS. Verifies deductions (80C/80D/ 80G/80GG/others), capital gains schedule, house property income, and identifies discrepancies. Covers all ITR forms: ITR-1 to ITR-7.

Read and analyse income tax notices (Section 142(1), 143(1), 143(2), 143(3), 144, 147/148, 148A, 154, 156, 245, 271, 279). Explains in plain language, identifies the specific issue, calculates response deadline, drafts a structured reply, and advises on appeal rights and limitation periods.

Income tax compliance dispatcher. Shows pending ITR filings, advance tax due dates, notice deadlines, and lets the CA access any income tax skill quickly.