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ITR Document Reminders

Customised WhatsApp & email requests for client documents

Firm

Filing for

Language

⬆ Import JSON

Clients

📇 Import clients CSV / Excel · by PAN · {{ csvCount }} matched

Blank template

🧾 Import .json files / income report Filed ITR JSONs (.zip ok) or Computax income report · {{ jsonCount }} loaded 📁 Folder

Sending channel

WhatsApp via

Email via

API modes use the tokens set in ⚙ API & integrations.

Settings

Google Form ID / link · optional

{{ st.value }}

{{ st.label }}

{{ selectedCount }} selected · via {{ waModeLabel }}

🗂️

Start by importing last year's filed JSONs — or an income report

Drop in your ITR JSON exports — the tool reads each client's PAN, email, mobile and income sources, then builds a tailored document request. No JSONs? Import your income head-wise report (CSV / Excel / .xls) and the document list is built from each client's income heads instead. Add a client Excel/CSV to fill in WhatsApp numbers and emails (matched on PAN).

🧾 Salaried → Form 16 🏪 Business → Bank & GST 📈 Trader → Broker P&L 🏠 Rent → Interest cert.

Client

Income sources (last year)

WhatsApp

Email

Documents

Status

Send

{{ row.name }}

{{ row.subline }}

{{ h.label }}

⚠ also on file: {{ row.waOther }} — use

● needs a personal number

⚠ also on file: {{ row.emailOther }} — use

● needs a personal email

Client details

Name PAN

Income sources (last year) — tap to add / remove

Documents requested — tick to include

{{ doc.label }}

Last year snapshot

{{ sn.k }}: {{ sn.v }}

Message preview ({{ langLabel }})

{{ queueTitle }}

{{ queueProgress }}

{{ queueName }}

{{ queueTo }}

{{ queueApiStatus }}

✅ Sent: {{ queueOk }}

⚠ Failed: {{ queueFail }}

⚙ API & integrations

🔒 Tokens are kept out of plain sight (obfuscated in this browser only) and are never written to your JSON exports. For maximum security, use the Download app button and run this file locally.

✉ Gmail API (OAuth — no SMTP)

From email address Gmail OAuth access token

Used for Email via → API. Generate a token with the gmail.send scope (e.g. from OAuth Playground). Tokens expire — paste a fresh one when needed.

📲 WhatsApp API provider

Meta access token Phone number ID

Template name (optional) Lang code

Free-text messages need the recipient to have messaged you in the last 24h; otherwise set an approved template name. Graph API may block browser CORS — failures are reported per client.

ChakraHQ endpoint URL Access token

Client ID Auth secret

POST body per client: { to, message, clientId, name, pan } with headers Authorization: Bearer, X-Client-Id, X-Auth.

🛡 Remove office / staff contacts

Many filed returns carry your office's shared email or mobile. List those here — each client using one gets it swapped for their own alternate from the other source (JSON ↔ client list). If no alternate exists, the field is cleared and flagged.

Repeated across clients — likely office/staff · click to block

Office mobile numbers ({{ officeMobileCount }})

Office / staff emails ({{ officeEmailCount }})

Saved automatically · also applied on every new import.

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