1. WELCOME TO

2. Click on Products

3. Click online product=>Tax professional

4. Click on online products >> Tax Professionals >> Taxbase Suite : WFM >>Read More…

5. Click on “Register”

6. Fill in all the registration Information and Click on “ 30 Days Free Trial”

8. A system generated email will be sent to your email ID you have entered while registration.

9. Go to www.taxbasesuite.com Fill in User Name and Password and select Login As Admin and Click on Sign In. www.taxbasesuite.com

10. Click on Work Flow Management

11. Click on Designation & Cost Definition

12. Click on select and Edit record.

13. Assign cost to Partner and click on Save button

14. Here you will find designated employees with cost per Hour

15. Click on Work Master

16. Click on New

17. Enter the Work Name and click on Save button.

18. Here you will find list of Work Master.

19. Click on Employee Definition Option

20. Click on New button or Select record for Editing.

21. Enter Mandatory fields and lick on Save button.

22. Enter Mandatory fields, Select Designation and Report To option and click on Save button.

25. Here you will find list of employees with Designation.

26. Click on Group/Customer Definition

27. Click on Group Definition

28. Enter Group Name and click on Save button

29. Here you will find list of Group

30. Click on Customer Definition

31. Click on New button to Define New Customer

32. Enter all Mandatory Fields and Click on Save button.

34. Here You find the List of Customers.

35. Click on Work Allocation

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

37. Click on New Button

38. Enter Mandatory field and click on Save button to Assign Customer Work to Employee.

39. Here you will See List of work assigned.

40. Go to Home Page Click on Rights Management.

41. Select Employee and Module as WFM Module tick Check box and click on Save button.

42. Go to www.taxbasesuite.com Fill in User Name and Password and select Login As Employee and Click on Sign In. www.taxbasesuite.com

43. Click on work Flow Management

44. Click on Daily View

45. 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.

46. Click on Billing Parameter

47. Enter Billing Parameters and click on Save button.

48. Click on bill Generation

49. Click on Add To Bill and Click on Prepare Bill

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

51. Click on Bill Generation other than Work Done

52. Click on New button to Enter Bill Information for which you require bill other than work done

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

54. Can View Bill/Invoice

55. Click on Receipt Generation

56. Select Customer Name and Click on New button.

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

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

59. View Receipt Here

60. Click on MIS Reports

61. Click on Cost and Budget Estimation

62. Select Time option and Group.

63. Select Cost option and Group.

64. Click on Cost & Budget Estimation Summary

65. Select Costing as Estimated and Group as XYZ & CO.

66. Click on Work Done Report

67. Here you will find list of work done

68. Click on Work Pending/Overdue Report

69. Here you will find Work pending /Overdue Report

70. Click on Resource Utilization

71. You will find resource utilization

72. Click on Daily Work Done Report

73. Here you will find employee daily report

74. THANK YOU !!!