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TABLE NAME LoginDetail SecretQuestion SecretAnswer Address

ClientID??? SecretQuestionID SecretAnswer AddressID


LoginPassword SecretQuestion SecretQuestionID (FK) StreetAddress
LoginID ClientID???? City
LoginID State_Province
VARIABLES Country

Changes made
Not Null
Nullable
Removed
Tables Created
Attributes Created
Contact Consultant Client ExpenseType Expenses

ContactID ConsultantID ClientID ExpenseTypeID ExpenseID


AddressId (FK) FirstName FirstName ExpenseType Amount
PhoneID (FK) LastName MiddleName ExpenseYear
EmailId ConsultantName LastName ExpenseTypeID(FK)
LoginId (FK) ClientName ClientID (FK)
ContactID (FK) ClientCnic
ConsultantID(FK)

Return Filed?
ContactID (FK)
Reference
Income Assets Sold Assets LiabilityType liabilities

IncomeID AssetID AssetID LiabilityTypeId LiabilityID


IncomeType AssetType AssetType LiabilityType LiabilityTypeId(FK)
IncomeValue AssetDescription AssetDescription LiabilityValue
IncomeYear AssetValue Value LiabilityFrom
ClientID (FK) DateOfPurchase DateOfSale LiabilityDesc
Inherited_Gifted Inherited_Gifted LiabilityYear
AssetYear Year ClientID (FK)
ClientID (FK) ClientID (FK)
Address_Id (FK) AddressID (FK)
TelecomCarrier Phone Email ITRStatus Notes Payment

CarrierID Id EmailID ITRID ClientID (FK) ClientID (FK)


CarrierName PhoneNo Email Status MessageNote PaymentYear
Primary? ContactID (FK) ClientID (FK) ITRID (FK)
CarrierID (FK) Primary? ITRSYear PromiseDate
ContactID (FK) LastReminderDate
Payment Status
AssetType IncomeType

Id Id
Type Type
Customer Profile

Name CNIC Phone 264564

ContactID AddressID
1
2
3
4
5
6
7
8
9
10

Contact
id Phone ID Email ID Address ID
Phone ID Phone No ContactID Primary CarrierID
1 2343234 1 1 3
2 34234 1 0 1
3 234234 2 1 2
4 234234 3 0 2
5 2342342 3 1 3
6 54645486 5 1 3

Phone ID Email ContactID Primary


1 2343234 1 1
2 34234 1 0
3 234234 2 1
4 234234 3 0
5 2342342 3 1
6 54645486 5 1

Consultant
Contact ID
Consultant Profile
Pending Income
Consulant Name add consultant Tax Returns
Register Client Payment Status
Clients Income
Client's Status

List of Clients Page


Filter Filter Filter Filter

Client Profile
Current year
Client Name CNIC IRIS Password data (heading)
Current Year ITR No of Pending
status Primary Email Address Returns Total Assets $35,000,000.00

Notes
Current year
Primary Phone Liabilities
Income Tax Current Year
Printouts Income
ITR Rate radio
Edit Contact ITR Rate buttons and text
Details box Expenses

List of Assets - Client Name


Add
AssetAsset
Description Asset Type Date of Purchase Inherited_Gifted Asset Value Asset Papers

Sale Assets - Client Name

Asset
Description Asset Type Date of Purchase Date of Sale Inherited_Gifted bit Cost of Asset

Asset Profile - Client Name


Asset Description
Date of
Value Purchase Date of Sale Cost of Asset Sale value Inherited_Gifted
Address Line City State Country
Contact Details & Client Status - Client status goes here

Client Name Client CNIC Pending Payment ITR Status Phone Email

Pending ITR - Consultant


Year ITR Status

Pending Income Tax Returns


No of Returns
Client Name Pending

No of Pending Payments - Payment Status goes here


Promise to pay by Last Call made
Client Name Amount date (Date) Notes

Income
Client CNIC Rate Paid Remaining Year

Edit Contact Details


Client Name Phones Primary Emails Primary
Phone1 Radio Button Email1 Radio Button
Phone2 Radio Button Email2 Radio Button
Day, Month Year

Dues Income

Day, Month Year

client a itrstatus b

join a.clientcnic
on b.clientCNIC

where
b.fiscalyear =
where a.clientCNIC = someid 2018

g join (f join (e join (d join (c join (a join b on a=b) on c) on d) on e) on f) on

Sale Assets

Client Name

Profit / Loss `Date of sale - Date of purchase <= 365 da


Selling Price Generated Asset Papers Tax on Gain date of sale - date of purchase > 365 days
sp - cost of asset 5/100, else tax on gain = 0

Client Name

Gain Tax on Gain


us - Client status goes here
No of Returns
IRIS Password Notes Pending

Consultant

e Tax Returns

ayment Status goes here

me

ct Details
admin page

status c phone d email e assets e liabilities f (income g

where b.primaryp where c.primaryemail = 1

in b on a=b) on c) on d) on e) on f) on g

on if the value is in positive means profit


of sale - Date of purchase <= 365 days so, profit * 10/100 and
of sale - date of purchase > 365 days but <= 730 days so, profit * for tax on gain
, else tax on gain = 0
expense) h address i
total assets vs List of Assets

No of Clients for document awaiting


No of pending return vs no of pending income tax return
Asset paper is optional???
how we check Due / Paid
Contact Details & Client Status - for Pending documents only
Client Name Client CNIC Pending Payment ITR Status Phone Email

Total Liabilities - Client Name


Type Description Amount From company Add Liability Year
Total

Total Income - Client Name


Type Amount Year Add Income

Total Expenses - Client Name


Type Amount Year Add Expense

Edit Contact Details - Client Name


Phone Email Street Address City State_Province Country

Register Client
FirstName LastName Cnic Phone Email Street Address

Income tax Printout


Client Name Documennts

Add Consultant
First Name Last Name Phone Email Login LoginPassword

Add Liability - Client


Type Description Amount From Company

Add Income - Client


Type Amount Year

Add Expenses - Client


Type Amount Year
Add Asset - Client

Type Description Cost of Asset Inherited_Gifted Date of purchase

do your work
above this
you dont have to
delete now
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banana, bilkul he
ajib nahe, sary
views yahan
banana, or jo tum
banari ho usey
color kar dena
apna or jo maine
color kia hua ha
usey nahe karna.
sirf woe banega jo
underline ha jo underlina hn un ky pages bnty
hangout pr? jahan bhe
krti hn
nding documents only
IRIS Password Notes

Name

Name

Name

ent Name

Register Client
City State_Province Country Secret Question Secret Answer Login ID

ut

nt

nt

ent
nt
erlina hn un ky pages bnty hn or andar jo is ma ha wo sb use hngy... sahi? call karni ha tou karlo agar possible ha
out pr? jahan bhe
Login Password

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