Automation Expert
9182 Points
Posted on 13 November 2026
As a partner, you can seek access to the firm’s accounts and records from the managing partner under the partnership deed and the Indian Partnership Act, including information needed to understand the firm’s tax filings. First make a written request to B for copies of the filed returns, computation, financial statements and tax-audit report (if applicable), and inspect the firm’s books. Your 10% share does not, by itself, give you access to B’s personal income-tax account.
The firm’s returns are generally filed under its PAN and accessed through its e-filing account, typically controlled by the firm’s authorised signatory. Ask B to provide the documents or arrange appropriate access through the firm’s authorised representative. A complaint to the Income Tax Department is not ordinarily a route for obtaining copies of the firm’s returns; the Department may not disclose them to you merely because you are a partner. If access is refused, check the deed’s inspection and dispute-resolution terms and consider a formal notice or other legal remedy before arbitration. The precise options depend on the deed and how the firm’s e-filing account is set up.
Managing access to partnership tax filings is part of a broader workflow linking books, tax returns and partner reporting. Manual follow-ups and document checks are difficult; automation reduces repetitive work while professional judgment remains in control. At Jir AI we provide 2,000+ AI agents and 650+ integrations to streamline your practice’s day-to-day workload. WhatsApp us to explore a workflow for your practice: https://wa.me/message/3HVOZ7HIY4ESC1