ITR-6 Filing System Documentation

Overview

The ITR-6 Filing Automation System is a comprehensive Django-based application designed to streamline the process of filing Income Tax Returns for companies in India. The system provides automated form generation, validation, and submission capabilities.

Key Features

• Automated ITR-6 form generation from company data
• Multi-level validation (field, section, cross-section, form)
• Progressive form completion with auto-save
• Document management and OCR integration
• Role-based access control
• Comprehensive audit trail
• Multi-tenant architecture for CA firms

Technology Stack

• Backend: Django 5.2.4, Python
• Database: PostgreSQL with JSONB support
• Cache: Redis for sessions and form data
• Frontend: Django Templates, Tailwind CSS, jQuery + HTMX
• Storage: AWS S3 for documents
• Queue: Celery with Redis backend

Getting Started

Prerequisites

• Python 3.9+
• PostgreSQL 12+
• Redis 6+
• Node.js 16+ (for frontend build tools)

Installation

# Clone the repository
git clone https://github.com/your-org/aaykar.git
cd aaykar

# Create and activate virtual environment
python -m venv .venv
source .venv/bin/activate  # On Windows: .venv\Scripts\activate

# Install dependencies
pip install -r requirements.txt

# Setup environment variables
cp .env.example .env
# Edit .env with your configuration

# Run migrations
python manage.py migrate

# Create superuser
python manage.py createsuperuser

# Start development server
python manage.py runserver

Quick Start

1. Access the application at http://localhost:8000
2. Log in with your superuser credentials
3. Navigate to Companies section to add your first company
4. Create an ITR-6 form for the company
5. Fill out the form sections progressively
6. Generate and download the ITR-6 JSON file

Architecture

System Components

• Web Application: Django MVT architecture
• Database Layer: PostgreSQL with structured and JSONB storage
• Cache Layer: Redis for sessions and form data
• Storage Layer: AWS S3 for document storage
• Queue System: Celery for async task processing

Data Model

The system uses a hybrid storage approach combining structured tables for core entities (Users, Companies, ITR Forms) with JSONB storage for flexible form sections.

Security Architecture

• Session-based authentication with CSRF protection
• Role-based access control (RBAC)
• AES-256 encryption for sensitive data
• TLS 1.3 for data in transit
• Comprehensive audit logging

API Reference

REST Endpoints

GET    /api/companies/          # List companies
POST   /api/companies/          # Create company
GET    /api/companies/{id}/     # Get company details
PUT    /api/companies/{id}/     # Update company
DELETE /api/companies/{id}/     # Delete company

GET    /api/forms/             # List ITR forms
POST   /api/forms/             # Create ITR form
GET    /api/forms/{id}/        # Get form details
PUT    /api/forms/{id}/        # Update form
DELETE /api/forms/{id}/        # Delete form

GET    /api/sections/{form_id}/           # List form sections
GET    /api/sections/{form_id}/{section}/ # Get section data
POST   /api/sections/{form_id}/{section}/ # Save section data
PUT    /api/sections/{form_id}/{section}/ # Update section data

User Guide

Creating a Company

1. Navigate to the Companies section
2. Click "Add New Company"
3. Fill in company details including PAN, name, and address
4. Save the company profile

Creating an ITR-6 Form

1. Select a company from your company list
2. Click "Create ITR Form"
3. Select the assessment year
4. Choose the form type (ITR-6)
5. Start filling sections progressively

Form Sections

ITR-6 forms contain over 50 schedules including:

• Schedule BI: Business Income
• Schedule CG: Capital Gains
• Schedule 80G: Donations
• Schedule SI: Speculative Income
• And many more...

Development

Common Commands

# Run development server
python manage.py runserver

# Create migrations
python manage.py makemigrations

# Apply migrations
python manage.py migrate

# Run tests
python manage.py test

# Create superuser
python manage.py createsuperuser

# Collect static files
python manage.py collectstatic

Database Management

# Reset database (caution: destroys data)
python manage.py flush

# Load sample data
python manage.py loaddata sample_data.json

# Create database backup
pg_dump aaykar_db > backup.sql

Redis Commands

# Start Redis server
redis-server

# Check Redis connection
redis-cli ping

# Monitor Redis operations
redis-cli monitor

# View cache keys
redis-cli keys "*"

Deployment

Production Setup

# Install dependencies
pip install -r requirements/production.txt

# Set environment variables
export DJANGO_SETTINGS_MODULE=aaykar.settings.production
export SECRET_KEY="your-secret-key"
export DATABASE_URL="postgresql://user:pass@host:port/dbname"
export REDIS_URL="redis://host:port/0"

# Run migrations
python manage.py migrate

# Collect static files
python manage.py collectstatic --noinput

# Start server with Gunicorn
gunicorn aaykar.wsgi:application --bind 0.0.0.0:8000

Docker Deployment

# Build Docker image
docker build -t aaykar .

# Run with Docker Compose
docker-compose up -d

# View logs
docker-compose logs -f

Security

Security Features

• HTTPS-only in production
• CSRF protection on all forms
• Session-based authentication
• Role-based access control
• Input validation and sanitization
• SQL injection protection via ORM
• XSS protection via template escaping

Data Protection

• AES-256 encryption for sensitive fields
• Encrypted database connections
• Secure file uploads with validation
• Audit trail for all data modifications

Troubleshooting

Common Issues

# Check database connection
python manage.py dbshell

# Verify database settings in settings.py
# Ensure PostgreSQL service is running

# Test Redis connection
redis-cli ping

# Check Redis process
ps aux | grep redis

# Restart Redis service
sudo systemctl restart redis

# Collect static files
python manage.py collectstatic

# Check STATIC_URL and STATIC_ROOT settings
# Ensure web server is configured to serve static files

Health Checks

• GET /health/ - Overall system health
• GET /health/redis/ - Redis connectivity
• Check Django admin for database connectivity