Help Center
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Help Center
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Step by Step Onboarding Process
Onboarding Mail Data Collection
Basic Settings
Tally Plugin Setup for Tally PrimeTally Plugin Setup For Tally ERP-9
Add Client
Add CA Firm / CA SignatoryAdd Team MembersAdd New Clients Upload Customer ITR JSON or XMLClients Details- CompanyAdd Preference Share Details Clients Details- Partnership FirmClient Creation for Multi Division ClientsCreate Client UsersLimited Liability Partnership Identification Number ( LLPIN)
Assignment Dashboard
Client Preferences and Assignment Planning
Set Client PreferencesAssignment PlanningAnnual Audit Assignment Landing Page
Preliminary Tasks
Statement Preparation
Tangible & Intangible AssetsVoucher EntryAgeing AnalysisIMPORT - Bulk update feature in Ageing AnalysisMSME Ageing - Section 43B(h) - 45 Days Payment RuleAccount Copy Entry Owner’s FundComments And DisclosuresDraft & Final Statement Generation Stale (Outdated) Status - Detection and AlertMulti Division Client - Statement Generation Non-Corporate - Statement Format Profit & Loss Statement - Profit from Discontinuing Operations in P&LCash Flow Notes Section NPO Funds Statement Format - TrustsAdditional Comments Ledger Reclassification - Details SectionShow/ Hide Subheads - Details Section Share Capital Notes Financial Statement Preparation - Available formats for Tangible and Intangible assets schedule Customizable DOCX, PDF and Excel Export ITR Excel  - GeniusITR Excel - Computax
Audit Task
Preliminary EngagementAudit Tasks - Other Tasks and Sub -TasksLedger View
Field work
Field Work & Statement Generation Settings
Raise Issues Module
Raise Issues - Annual AuditIssues Dashboard - Load Audit ProgramIssues DashBoard Bulk Update of Issues - Load Audit Program
Document Request Module
Doc Request DashboardDocument Request ModuleDocument Request - Load Audit Program
Time Sheet
Log Time - Auto Time Capture & Manual Time EntryTime Sheet DashBoard - My Time SheetTimeSheet DashBoard - My Team's TimeSheetTime Sheet DashBoard - Awaiting My Review
Login Audit Report
Login Audit Report
Load Audit Program
Audit Task- Planning ModeTask Pack - Client Preferences & Planning Audit Tasks - Execution ModeAudit Tasks - Workflow Configure Tasks - ChecklistConfigure Tasks - Letter Tasks Execution - Questionnaire / Checklist Templates Task Execution - Letter - Fill Letter TagsAudit Tasks Execution - Letter ( task requiring only auditor signature)Audit Tasks Execution - Letter ( task requiring only client signature)Audit Tasks Execution - Letter ( task requiring both auditor & client signatures)WorkPaper GenerationAdd Adhoc Attachments Add CommentsDetermine Materiality TaskFSLI Testing - Configuration of Testing ProceduresFSLI Testing - Head Level View FSLI Testing - Sub-Head Level Testing FSLI Testing - Ledger Level TestingIdentified & Corrected Misstatement Task - Step-1 : Record Identified MisstatementsIdentified & Corrected Misstatement Task - Step-2 : Record Corrected MisstatementsIdentified & Corrected Misstatement Task : 'Accept Changes' FlowBinder - ConfigurationBinder - Generation Download Binder
AskAI
Troubleshooting
Tally plug-in not working - getting an error "You are not authorized to perform this operation"Tally export takes a long timeTally ERP9 shuts down when I try to export a JSONTally JSON export : Getting the error "Failed to create file"How to increase the virtual memory? How can I check if the Tally plugin is already installed on my machineHow to correct Automated Forex adjustments in Tally PRIMEHow to resolve Ledger Reconciliation failure when Tally PRIME has FOREX adjustment entries?How to initiate Fixed Assets Automation for existing clients?Previous year numbers are not displayed in comparative statementUser sees message " 'You are not authorized for this Assignment."Submit button is disabled in ledger classificationMapping submission failedGetting the error - Please rename the ledger "Reserved and Surplus" when I try to export JSON on TallyAdding Manual EntriesRelated Party LedgersDisplay Name of Sub-HeadTally JSON import failedTrial Balance does not tallyGetting the error "Please finalize data for the previous year before trying to load data for this year" when clicking "Load assignment"Unable to Reset PasswordHow do I finalize data for a particular year?"Is it possible to map a loan account to two accounts viz.: Long term and short term?"Unable to set password using the linkAssureAI - How to configure Tally plugin in Tally ERP9How to add the same client user for two clients / Solve duplicate Client user errorFinancial Statement: Why am I not seeing the Previous year balances of Debtors and Creditors in DetailsFinancial Statement Excel : Why are some cells highlighted in Orange, how to get rid of those?How do I start Determine Materilaity task ? How to choose benchmarks for Determine Materiality? Excel export fails for Revised Schedule 3 consolidated final statementWill the Financial Statements display of line items with zero balances in the Balance Sheet and Profit & Loss statements
Release Notes
AssureAI - Release 21.11.1 - November 2021AssureAI Version 2.0 - May 2022AssureAI Version 2.1 - July 2022 AssureAI – Release Note : September 2023AssureAI – Release Note - December 2023Audit Workflow automation Phase1 - April 2024AssureAI May 2024 Release - Financial Statement Excel correctionsAudit Workflow automation- Phase 1.1 Release - May 2024AssureAI Release Note- July 2024 AssureAI Release Note - February 2025AssureAI Release Note - April 2025AssureAI Release - June 2025 [Annual Audit Enhancements - Phase 1 Release]AssureAI - Release Note - Annual Audit (Preaudit) Enhancements Phase 2 - August 2025AssureAI Release Note- Patch Fix - Annual Audit Enhancements Phase2 - August 2025AssureAI Release Note- Annual Audit Enhancements Phase2 - Patch Fix 3 AssureAI Release Note -Genius ITR Excel AssureAI Release Note- Annual Audit Enhancements Phase2 - Patch Fix 4AssureAI Release Note- Annual Audit Enhancements Phase2 - Patch Fix 5AssureAI Release Note – December 2025 [Annual Audit (Preaudit) Enhancements - Phase 3]AssureAI Release Note 26.1– January 2026 AssureAI Release Note 26.2– March 2026 AssureAI Release Note 26.2 Patch Fix – March 2026 AssureAI Release Note 26.3– April 2026 AssureAI Release Note- Statement Generation Revamp_July 2026August 2026 release - What's NewAssureAI Release – August 2026
Task Management Settings
Assignment Type ConfigurationAdd/ Edit Assignment Types - Basic AttributesLink Status CodesConfigure TasksConfigure Add-on FeaturesEnhanced User Allocation for Assignments and TasksTime Sheet SettingsConfigure Task Packs
Enhanced User Allocation for Assignments and Tasks

Limited Liability Partnership Identification Number ( LLPIN)

For LLP and Partnership clients, the LLPIN (Limited Liability Partnership Identification Number) can be captured during client onboarding as an optional field, similar to the CIN field for company clients.

The LLPIN is displayed in report headers and is also included in exported financial statements in PDF, DOCX, and Excel formats for LLP clients.

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