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Click on online products >> Tax Professionals >> Taxbase Suite : WFM

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Click on “Register”

Fill in all the registration

Information and Click on “ 30 Days

Free Trial”

A system generated email will be sent to your email ID

you have entered while registration.

Go to www.taxbasesuite.com Fill in User Name and Password and select

Login As Admin and Click on Sign In.

Click on Work Flow

Management

Click on Designation & Cost Definition

Click on select and Edit record.

Assign cost to Partner and click on Save button

Here you will find designated employees

with cost per Hour

Click on Work Master

Click on New

Enter the Work Name and click on Save

button.

Here you will find list of Work Master.

Click on Employee Definition Option

Click on New button or Select record for Editing.

Enter Mandatory fields and lick on

Save button.

Enter Mandatory fields, Select Designation and

Report To option and click on Save button.

Enter Mandatory fields, Select Designation and Report To

option and click on Save button.

Enter Mandatory fields, Select Designation and Report To option

and click on Save button.

Here you will find list of employees with

Designation.

Click on Group/Customer

Definition

Click on Group

Definition

Enter Group Name and click on Save

button

Here you will find list of Group

Click on Customer Definition

Click on New button to Define New Customer

Enter all Mandatory Fields and Click on Save button.

Enter all Mandatory Fields and Click on Save button.

Here You find the List of Customers.

Click on Work Allocation

Select Group from Customer Group option and select the Particular Customer click on Select button.

Click on New Button

Enter Mandatory field and click on Save button to Assign

Customer Work to Employee.

Here you will See List of work assigned.

Go to Home Page Click on Rights Management.

Select Employee and Module as WFM Module tick Check box and

click on Save button.

Go to www.taxbasesuite.com Fill in User Name and Password and select

Login As Employee and Click on Sign In.

Click on work Flow Management

Click on Daily View

Here you will find the Assigned Work, Change the Status if Work Completed and any other enter below or you can transfer the Work to other Employee.

Click on Billing Parameter

Enter Billing Parameters and click

on Save button.

Click on bill Generation

Click on Add To Bill and Click on Prepare Bill

Enter the Billing Details, Narration and click on Save button.

Click on Bill Generation other than Work Done

Click on New button to Enter Bill Information for

which you require bill other than work done

Click on Select button to Edit the Bill or Print Bill.

Can View Bill/Invoice

Click on Receipt Generation

Select Customer Name and Click on New button.

Enter the Receipt Details, Narration and click on Save button.

Click on Select button to Edit the Receipt or Print Receipt.

View Receipt Here

Click on MIS Reports

Click on Cost and Budget Estimation

Select Time option and Group.

Select Cost option and Group.

Click on Cost & Budget Estimation Summary

Select Costing as Estimated and Group

as XYZ & CO.

Click on Work Done Report

Here you will find list of work done

Click on Work Pending/Overdue Report

Here you will find Work pending /Overdue

Report

Click on Resource Utilization

You will find resource utilization

Click on Daily Work Done Report

Here you will find employee daily report

THANK YOU !!!THANK YOU !!!