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Getting started

Choose your compliance template pack

The pack decides which statutory tasks generate for your clients.

ReturnDone ships with a curated compliance template pack. For CA firms that’s 30–50 standard statutory tasks across GST, TDS/TCS, income tax, advance tax, ROC/MCA, PF/ESI and professional tax — each with its own frequency and statutory due-date rule.

Customise it to your firm

  • Keep the standard set as-is to start.
  • Disable any task types you don’t offer.
  • Edit a due-date rule or add your own recurring definition — for example, “monthly MIS report to client by the 5th.”
The pack is data, not code: every template carries its own frequency and due-date rule, so a firm that works outside the CA set builds its own recurring definitions the same way.
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