Invoices → FX tracking → income recognition → advance tax liability → CA collaboration. One workflow. Zero spreadsheets. Section 44ADA native.
Tax Overview · TY 2025-26
Net Tax Payable
₹5,500
after ₹5,000 TDS credit · 4% cess included
INV-2025-0142
$8,500 USD
₹7,11,790 · locked
GST-ready invoice templates
currencies with locked FX rates
India-specific features
native tax computation
Sound familiar?
InvoiceOS eliminates the five biggest time-wasters at tax time.
Before
After InvoiceOS
Hunting RBI/Google for the USD→INR rate on invoice date at tax time
FX rate auto-locked at invoice creation from ECB feed. Retrievable 2 years later.
Panic-calculating advance tax at 11pm before the June 15 deadline
Live Q1–Q4 dashboard. Shortfall shown the day you log income — not the night before.
Emailing 4 spreadsheets to your CA every quarter
Share a scoped read-only link. CA sees live invoices, TDS, deductions — and signs off the tax year with a comment, right there.
Guessing whether old or new tax regime saves you more this year
Side-by-side comparison with exact ₹ difference, per TY. One click to switch.
26AS TDS numbers don't match your invoices — hours tracing which client is short
Per-deductor reconciliation table. Mismatches flagged instantly, linked to exact invoices.
Core features
No inventory. No payroll. No double-entry ledger. Every feature saves money or time at tax time.
Section 44ADA computation runs live: 50% presumptive deduction, new/old regime slabs, 4% cess, TDS offset. Regime is stored per tax year, so switching regimes in one year never touches another — every year calculates independently, always correct.
Regime Comparison — TY 2025-26
| New ★ | Old | |
|---|---|---|
| Gross Receipts | ₹12,00,000 | ₹12,00,000 |
| Taxable Income | ₹6,00,000 | ₹4,50,000 |
| Base Tax | ₹10,500 | ₹15,500 |
| Net Payable | ₹5,500 | ₹10,500 |
New regime saves ₹5,000 for TY 2025-26
INV-2025-0142 · Acme Corp
$8,500 USD
Rate locked permanently · retrievable any time · never re-fetched
Invoice in USD, EUR, GBP, SGD, AUD, CAD, JPY. ECB-sourced rates fetched once, cached forever per date. The exact rate on a March 2023 invoice is still retrievable at next March's filing — no re-fetching, no guessing.
Real-time installment schedule built from your actual income data. Cumulative paid vs. due, shortfall amounts, and days to deadline — live. Log challan details in seconds. Past TYs show as completed — no phantom overdue alerts.
Advance Tax · TY 2025-26
₹22,500 shortfall₹15,000 paid
₹45,000 paid
₹52,500 paid · ₹22,500 due
₹1,00,000 upcoming
Capital Gains · TY 2025-26
Zerodha detectedSTCG · Sec 111A
Equity, ≤ 12 months @ 20%
LTCG · Sec 112A
Equity, > 12 months @ 12.5%
VDA · Sec 115BBH
Crypto, flat 30%
Upload your broker or exchange statement and transactions are read, classified, and taxed automatically — STCG, LTCG, and VDA each at the right rate. Carry forward what you couldn't offset this year, and export a validated, e-filing-ready ITR-3 or ITR-4 JSON when you're done.
25 features covering every touchpoint between invoice and ITR filing.
6 PDF templates. Auto CGST/SGST/IGST by place of supply, SEZ zero-rating, GSTIN, PAN, SAC codes, TDS, LUT — everything your client's AP team needs.
8 currencies. ECB-sourced rates cached per date — immutable. The March 2023 rate is still exact today.
Weekly, monthly, quarterly schedules. One-click generate when a cycle's due — revenue forecast from active schedules.
Raise against any invoice. Automatically included in your GST output filing (GSTR-1).
Raise a request-for-payment before the client pays, then convert to a real numbered tax invoice once payment lands — no burnt invoice numbers on quotes.
50% presumptive deduction, new/old regime slabs, cess, TDS offset. Per-TY regime stored independently.
Tracks gross receipts vs ₹75L. Yellow at 60%, orange at 80%, red exceeded — with audit obligation explained.
80C (₹1.5L), 80D, 24(b) (₹2L) — caps enforced. 80E, 80G tracked uncapped, per statute. Visible to your CA.
Every GST, TDS, advance tax, ITR, LUT deadline — colour-coded by urgency. Penalty reminders included.
Equity, mutual funds, and crypto — auto STCG/LTCG classification, taxed under Sec 111A (20%), Sec 112A (12.5% after ₹1.25L exemption), and Sec 115BBH VDA (flat 30%).
Upload a broker/exchange export and it's auto-detected and mapped — Upstox, Zerodha, INDMoney, Bitsave, Pi42 today, heuristic fallback for anything else.
Brought-forward capital, house-property, and business losses — auto set off against this year's income, unabsorbed balance tracked up to 8 assessment years.
E-filing-ready JSON, auto-shaped to whichever form fits your income — validation errors surfaced before you download, not after upload.
Cash-in-hand and bank-balance snapshot per tax year, feeding Part A-BS for no-books ITR-3 filers.
Business, property, and other-source income through Chapter VI-A to payable or refund — schedule by schedule, exportable to Excel too.
Scoped read-only tokens. CA sees invoices, TDS, deductions, advance tax. No credentials shared.
26AS entries matched against invoices per deductor, shortfall/excess/unlinked highlighted — or upload the Form 26AS PDF itself and entries are extracted automatically.
GSTR-3B net-payable computed monthly with ITC that carries forward automatically. GSTR-1 JSON export covers exports, domestic B2B, and B2C — not just the export slice.
Every edit logged: timestamp, field, old value, new value. 7-year retention for IT Act compliance.
Every GST, TDS, and ITR deadline pushed to email, WhatsApp, and in-app — not just listed on a calendar you have to remember to check.
Your CA marks a tax year reviewed and leaves a comment right on their portal link — no login, no email back-and-forth.
Accrual and cash basis side-by-side. Monthly drill-down. XLSX export pre-formatted for CA handoff.
YoY revenue, receivables aging (30/60/90+ days), client profitability, and advance tax adequacy.
Revenue bar chart, tax coverage donut, FX rate trend, and Q1–Q4 advance tax tracker — all live.
Log expenses with GST rate and ITC eligibility. Total eligible ITC computed. Month drill-down.
How it works
From first invoice to tax filing, the workflow is linear. No context-switching between apps.
Pick a client, add line items, choose currency. FX rate fetched and locked immediately.
~45 seconds per invoice
Log payment date, credited INR amount, bank charges, and TDS deducted. Rate sealed forever.
One form. Everything captured.
Advance tax schedule, turnover sheet, and regime comparison update live. Export when your CA asks.
Zero manual calculation
Generate a read-only share token. Your accountant gets a dedicated CA view — live invoices, turnover sheet, TDS entries, advance tax. No login credentials shared.
Pricing
Pay per workspace, not per invoice. Upgrade as your practice grows.
Try before you commit
5 invoices/month · 3 clients
Start freeFor independent freelancers
Unlimited invoices & clients
Get ProFor freelancers with stocks, funds, or crypto
Everything in Pro, for one filer
Get InvestorFor small agencies & teams
Up to 5 team members
Get StudioAll prices exclusive of GST. Annual billing in one upfront charge. Cancel any time.
Encryption at rest
In-transit encryption
AWS ap-south-1 residency
Audit log retention (IT Act)
FAQ
InvoiceOS shows the shortfall the day you log income — not the night before it's due. Stop guessing what you owe.