Make TaxTracksy part of your practice day.

1. Open TaxTracksy and choose Start free. Create an account using your email and password, or continue with Google. Use Sign in if you already have an account.
2. Your practice workspace opens straight away with the full Pro package free for 14 days. No card is needed, nothing is charged, and there is no approval wait.
3. For email registration, open the verification link sent to your inbox. Check spam too. When the verification banner appears, use Resend email or I’ve verified as needed.
4. A CA Sri Lanka membership number is optional. Open Settings only if you want it on your records; it is not required to use the workspace.

Before entering real practice information, try the public demonstration with fictional practice records.

TaxTracksy is a progressive web app (PWA). You add it from your browser and open it from your home screen.

• iPhone: open the Accounting page in Safari. Choose Share (under More in some layouts), then Add to Home Screen. Turn on Open as Web App if shown, then confirm Add.
• Android: open the Accounting page in Chrome. Use Install and create shortcut → Install. Older versions may show Install app or Add to home screen.

Follow the full iPhone and Android installation guide if your browser shows a different menu. Home-screen shortcuts open Practice home, Clients, Filings and Fee invoices directly.

Installation does not activate Pro or remove the need for an internet connection for sign-in, billing and signed-in money.

Every new account starts with the full Pro package free for 14 days, then continues on Free unless Pro is activated — there is no approval step.

Use fictional records for your first walkthrough. Read Storage, sync and privacy before entering practice information.

1. Open Clients. Add Sample Client Perera & Co with consent to store contact data.
2. Open Engagements and add a tax-return engagement for that client.
3. Open Filings and add an income-tax filing with a due date you type.
4. Open Fee invoices and add a LKR 45,000 invoice with LKR 15,000 received as a later payment record.
5. On Pro, open Reports and review the adviser pack.

Find your way around on a phone

Use the sidebar or bottom navigation. Settings sits with language and the honesty note.

Practice home

Command centre for clients, engagements, filings and fees.

Clients

Multi-client register with consent.

Engagements

Books, tax-return, VAT, payroll and advisory records.

Filings

Filing calendar of dates you type.

Fee invoices

Practice fees; mark paid may write income when signed in.

Practice money

Signed-in ledger.

Reports

Pro pack for adviser review.

On a computer, these sections appear in the sidebar. This guide uses the English labels; your chosen language may translate them.

1. Choose Clients. Enter name, optional TIN, phone, email and business type.
2. Confirm client consent before saving. Contact data is stored only when that box is checked.
3. Open Client timeline to add a note, call or document against that client.

Choose Engagements to record books, tax-return, VAT, payroll, advisory or other work for a client. Status can move through active, review, filed or closed. These are workflow records you type — they do not e-file a return.

Choose Filings to track income-tax, VAT, WHT, SSCL, PAYE or other deadlines you manage. Enter the period label and due date. Filing calendar shows those dates and can export ICS for Google or Apple Calendar.

Fee invoices record professional fees you type for a client. Status can move through draft, sent, paid, overdue or cancelled. When you are signed in, Mark paid → ledger may write income to practice money. Guest sessions mark the invoice paid on this device only.

Practice money is the signed-in ledger: professional fees, retainers and year-end pack income, plus software, office, transport and CPD expenses you type.

Reports is a Pro tab after the 14-day trial. It offers income summary, expense summary and CSV ledger export as a pack for adviser review.

1. Open Settings or Subscription from your account. Your current plan, trial end date and optional CA Sri Lanka membership number are shown.
2. To upgrade, choose the monthly or annual Practice Pro plan and send the invoice request. The MyTracksy team confirms payment instructions by email or WhatsApp; Pro is activated manually after payment is confirmed. Online card checkout is not yet available.
3. Renewals follow the same request flow before the period ends. To cancel, simply do not renew; your records stay in your account and the workspace continues on Free.

Refunds and billing terms are described in the refund policy and terms of service.

• Clients, engagements, filings, fee invoices and the client timeline stay on this device first. They are native practice records in the TaxTracksy desk.
• Practice money uses the signed-in ledger. Marking a fee paid may write income when you are signed in. Access is limited to your profile by database and storage rules.
• Signing out keeps signed-in ledger records in your account. Clearing website data can remove device-first entries on that device.
• After the trial: your workspace never locks. Pro reports pause on Free until Pro is activated; every record stays in your account.

Read the privacy policy for the full description of processing. You remain responsible for client confidentiality, device security and record retention.

• It does not file with IRD, e-file returns, hold client money, or determine tax.
• The filing calendar is a reminder of dates you type, not a statutory calculator.
• Reports are a pack for adviser review. They are not a tax filing.
• Reports require Pro after the 14-day trial.

Clients, engagements, filings and fee invoices are records you type. When signed in, marking a fee paid may write income — a record, not a payment taken by the app.

Reports are locked after 14 days

Your Pro trial has ended and the account is on Free. Open Subscription to request Pro activation; the MyTracksy team activates it after invoice payment.

My client is not on the other device

Device-first entries stay on the device where you typed them. Sign in with a real account for practice money, then open the second device while online.

The demo refused the payment

In the public demo, a fee payment cannot exceed the invoice amount. Reduce the amount, then try again.

Recording a filing did not file with IRD

That is expected. TaxTracksy records the date you type; it does not file with IRD, e-file a return, or determine tax.

Contact

WhatsApp 070 373 6555 · info@mytracksy.com. Include your account email and the screen you were on.