Checklists · 2 min · For Owner, Manager

Use the ready-made checklists

You don't have to build your document lists from scratch. Reposha comes with ready checklists for your profession, so your first request can go out on day one.

Time: about 2 minutes.

What's ready for you

Open Templates in the left menu. You'll find checklists for common work, such as:

ITR, for salaried and business Clients.
GST, for monthly returns.
KYC, for identity and address proofs.

The list depends on your practice type.

Step by step

Open Templates, look through the items, pick it in a new request

Step 1. Open Templates

Click Templates in the left menu.

Step 2. Look through the items

Open a checklist to see its items. Check that they match how your firm works.

Step 3. Pick it in a new request

When you create a request, choose the checklist. Its items are copied into that request. You can untick or add items for that request alone.

Make it yours

Does your firm always ask for something extra? Or never need one item? Create your own checklist with exactly the items you want. Then your whole team uses the same list, every time.

Good to know: Templates are for the Owner and Managers to manage. Every Team member can pick them when creating a request.