Filing Verification for CA Firms — Completed Means Filed
Completed shouldn't be a checkbox someone ticked on a sheet. Finexo checks GST filings against the GSTN third-party API — with captcha and Data Fetcher fallback — and verifies ITR and TDS returns through the Finexo Data Fetcher, then stores the ARN, acknowledgement, token, filing date, and ITR status on the task.
Proof of Filing, Not a Promise
Every part of the verification chain — from the GSTN API to stored acknowledgements — built for how Indian CA firms need to prove compliance work was actually done.
Verify before Completed
Turn on a workspace setting for GST, ITR, or TDS tasks and Finexo blocks the move to Completed until the return is confirmed filed — not just marked done by whoever is closing the task.
- Per-return-type workspace setting
- Blocks Completed until verified
- No silent 'mark as done' shortcuts
GSTN third-party API
GST tasks check the GSTN third-party API directly for filing status. When the API or portal captcha gets in the way, Finexo falls back to the Data Fetcher so verification does not stall the team.
- Direct GSTN API lookups
- Captcha fallback path
- Data Fetcher backup when GSTN is down
ITR / TDS via Data Fetcher
Income tax returns and TDS statements don't sit behind a simple API. The Finexo Data Fetcher desktop tool pulls filing status straight from the portal so ITR and TDS tasks get the same verification rigor as GST.
- Desktop tool for portal data
- Covers ITR filing status
- Covers TDS return status
Store ARN, acknowledgement & token
Once a filing is confirmed, Finexo saves the ARN, acknowledgement number, and token against the task — so proof of filing lives with the work, not in someone's downloads folder.
- ARN captured automatically
- Acknowledgement number stored
- Token retained for the record
Filing date & ITR status
The confirmed filing date and current ITR status get written to the task itself, so partners can see exactly when a return went in without opening the government portal.
- Filing date on the task
- Live ITR status field
- Visible without a portal login
Audit trail vs. marked done in Excel
A spreadsheet only records what someone typed. Finexo records what the GSTN API or Data Fetcher actually returned — a real audit trail your firm can stand behind if a client or QC review asks 'was this actually filed?'
- System-verified, not self-reported
- Defensible during QC review
- Closes the 'trust me, I filed it' gap
“Completed” means filed — not just marked done in a sheet.
An Excel tracker believes whatever gets typed into it. Finexo checks the GSTN API and the Data Fetcher before a task can close — so Completed carries real evidence, not a team member's word.
How Filing Verification Works
Four steps, mostly invisible to your team — until they try to mark an unfiled return as Completed.
Enable the setting
Turn on filing verification for GST, ITR, or TDS task types at the workspace level — no per-task setup needed.
Team completes the work
Your staff prepares and files the return as usual, then moves the task forward like any other piece of work.
Finexo verifies the filing
Behind the scenes, Finexo checks the GSTN API (with captcha / Data Fetcher fallback) or runs the Data Fetcher for ITR and TDS.
Completed — with proof stored
Only once filing is confirmed does the task move to Completed, with ARN, acknowledgement, token, filing date, and status saved.
Frequently Asked Questions
What is filing verification in Finexo PMS?
Filing verification is a workspace setting that stops a compliance task from being marked Completed until Finexo has confirmed the underlying return was actually filed — checked against the GSTN third-party API for GST, or via the Finexo Data Fetcher for ITR and TDS. It replaces 'I filed it, trust me' with a system-checked status.
Which returns does filing verification cover?
Filing verification currently covers GST returns (checked through the GSTN third-party API), Income Tax Returns, and TDS returns (both checked through the Finexo Data Fetcher desktop tool). You can turn the setting on independently for GST, ITR, and TDS task types.
What happens if the GSTN portal or API is down?
GST verification has a captcha-based fallback and a Data Fetcher fallback path, so a temporary GSTN outage doesn't permanently block your team's task board. Verification retries through the fallback route instead of leaving Completed unreachable.
What information gets stored once a return is verified?
Once filing is confirmed, Finexo stores the ARN, acknowledgement number, and token on the task, along with the confirmed filing date and, for income tax, the current ITR status — all visible on the task itself.
Does this replace the Finexo Data Fetcher?
No — filing verification uses the Data Fetcher as one of its verification paths (for ITR, TDS, and as a GST fallback). The Data Fetcher is the desktop tool doing the portal lookup; filing verification is the workspace rule that ties that lookup to whether a task can be marked Completed.
Related Features
Ready to Stop Fake Completions?
Turn on filing verification and know that every Completed GST, ITR, or TDS task was actually filed — with the proof to show for it.