Revenue cycleLive · in the productMoney

TaxBooks

GSTR-1, 3B and 26Q worked out from the bills and invoices you already have — with every figure still attached to its rows.

Offered in: India only.

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What it is

The statutory half of the books. Your outward supplies sorted the way the portal asks for them — B2B by GSTIN, B2C large and small, exempt healthcare kept separate from taxable pharmacy, and an HSN summary that splits a code charged at two rates. Input credit read from approved vendor invoices, and TDS that knows the annual threshold reaches backwards. Nothing is filed from here: a person files on the portal and records the acknowledgement, and the figures freeze at that moment. Input credit: each approved vendor invoice is classified by what it was used for — taxable supplies only (credit in full), exempt care only (none), common to both (claimed in the month’s taxable share of turnover, the split CGST Rule 42 describes) or blocked (none, with the reason) — and the GSTR-3B workpaper shows what it claimed, what it did not and why; an unclassified invoice is named in a caveat. The person who files decides.

Who uses it: Built for: Every specialty
Reads: Finalised bills, approved vendor invoices, stock transfers
Writes: Tax registrations, return workpapers, TDS deductions and challans, e-way bill records
Never: It does not file anything, and it never edits a return you have marked filed — a correction supersedes it, so both figures survive.
Access: Only people whose role includes it — the clinic owner decides who
Your data: No PHI. Hosted in Boston, United States. On uninstall: The workpapers stop. What was filed stays on file, because a filed return is a record of what was sent.

In the product

Who uses it: Finance manager — the demo profile it is best tried as
Where it opens: Business › Tax /tax
Permission: tax.read

Every revenue cycle app in the handbook →

How it works

Pick the monthThe month picker at the top of every tab sets the period, and each workpaper is read from the bills and vendor invoices that already exist rather than from a tax ledger of its own.
Read GSTR-1 and GSTR-3B with their notesThe tabs lay the figures out the way the return asks for them — B2B, B2CL, B2CS, exempt and HSN — with the workpaper’s own notes beside them saying what it assumed, including how often it fell back to the home state as the place of supply. On Input credit, say what each vendor invoice was used for — taxable, exempt, common or blocked — and the 3B claims accordingly.
Read the TDS quarterThe TDS tab gives Form 26Q for the quarter: deductee, PAN, section, rate, the base, what was deducted and what was paid, with its own warnings.
Prepare a return, then record what was filedPrepare keeps the figures as they stand today; filing happens on the portal and the ARN it gives back is recorded here, after which a database trigger freezes the figures.
Supersede rather than editA filed return cannot be re-prepared, and superseding one asks why — that reason is the audit trail.

Rules it keeps

What it does not do, by design. A listing with only benefits is an advertisement.

It does not file anything, and it never edits a return you have marked filed — a correction supersedes it, so both figures survive.

AI in TaxBooks

AskQuestions about what is on screen — “What needs attention in TaxBooks today?” — answered with the records it read.

DraftSummaries and notes for the team, marked as drafts until a person signs.

Every answer shows its sources. Nothing AI writes is saved until a person accepts it.

See it on screen

TaxBooks — Tax — GST and TDS returns worked out from your own bills — 01Tax — GST and TDS returns worked out from your own billsCaptured from the running demo clinic

01Tax — GST and TDS returns worked out from your own billsCaptured from the running demo clinic

1 of 1

Connected to

Read out of the code, not the brochure: each app below is here because one service queries the other’s tables. Install either side and the hand-over is already wired.

Reads from · 6

BillDesk Payroll ProcureFlow Doctor Payouts StoreStock VendorGate

Hands to · 2

LabNetwork Doctor Payouts

See the whole clinic →

Questions clinics ask

What does TaxBooks do?

GSTR-1, 3B and 26Q worked out from the bills and invoices you already have — with every figure still attached to its rows. The statutory half of the books. Your outward supplies sorted the way the portal asks for them — B2B by GSTIN, B2C large and small, exempt healthcare kept separate from taxable pharmacy, and an HSN summary that splits a code charged at two rates. Input credit read from approved vendor invoices, and TDS that knows the annual threshold reaches backwards. Nothing is filed from here: a person files on the portal and records the acknowledgement, and the figures freeze at that moment. Input credit: each approved vendor invoice is classified by what it was used for — taxable supplies only (credit in full), exempt care only (none), common to both (claimed in the month’s taxable share of turnover, the split CGST Rule 42 describes) or blocked (none, with the reason) — and the GSTR-3B workpaper shows what it claimed, what it did not and why; an unclassified invoice is named in a caveat. The person who files decides.

What data does TaxBooks read and write?

TaxBooks reads finalised bills, approved vendor invoices, stock transfers and writes tax registrations, return workpapers, TDS deductions and challans, e-way bill records. Its data class is No PHI. Every app works on the same patient record — nothing is copied into a silo.

What does TaxBooks deliberately not do?

It does not file anything, and it never edits a return you have marked filed — a correction supersedes it, so both figures survive.

What happens to our data if we uninstall TaxBooks?

The workpapers stop. What was filed stays on file, because a filed return is a record of what was sent.

Is TaxBooks available today?

Yes — TaxBooks is live in clinics today. Set up your practice on MedAppz and install it from your dashboard.

Where is TaxBooks offered?

TaxBooks is offered in India only: it is built on that market's own systems and rules.

Want to see TaxBooks running on your own patients?

Tell us what you run and we will show you this app inside a practice shaped like yours — or answer the question the page above did not.

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