📌 Same story, written for both sides

What happens when you invite your accountant.

This page describes exactly what happens on LankanTax when a client invites their CA — written for both of you. If you’re the client, you’ll see what your CA experiences. If you’re the CA, you’ll see what your client experiences. Same story, side by side.

The 30-second version

In one paragraph, here's everything.

You fill in your tax details on LankanTax — income, FD interest, rental, foreign earnings — about 15 minutes on your phone. When you’re ready, you invite your existing CA: name, mobile, email. They get a secure link by SMS and email.

Your CA opens the link, sees your file already organised, reviews and edits anything that needs adjusting, then lodges your return to the IRD. This first lodgement is free for your CA — no card, no subscription, no commitment.

You get notified at three moments: when your CA opens the file, when they accept and start reviewing, and when your return is lodged with the IRD. You receive a copy of the filed return by email. That’s it.

Step by step, both sides

What you do, what your CA does.

The same five steps, viewed from both sides.

👤 You (the client)
💼 Your CA
1

You fill in your tax details

Sign up free, pick your income types (salary, FD, rental, foreign), upload payslips and certificates.

~15 minutes
Your CA hasn't been invited yet.
2

You invite your CA

Enter their name, mobile, and email. We send them a secure link by SMS and email.

~30 seconds

Your CA receives the invite

An email and SMS arrive. One link opens your client’s file directly — no signup wall.

Arrives in seconds
3

You get a status update

“Your CA has opened your file.” No need to follow up by phone.

Usually within a day

Your CA reviews the file

Edit any field, add notes, flag missing documents. This first lodgement is free.

~10–20 minutes
4

You answer any questions

If your CA needs clarification, they message you on the platform. No back-and-forth on WhatsApp.

As needed

Your CA lodges to the IRD

Open the IRD portal, click the LankanTax browser extension, watch fields auto-fill.

~3 minutes
5

You receive the filed return

A PDF copy of the filed return arrives by email. Your CA bills you their professional fee directly.

Same day

Your CA decides what's next

Keep using LankanTax for other clients (paid subscription), or walk away. No automatic charges.

Their call, no pressure
No marketing language here

The honest answers about money.

Who pays whom, when, and how much.

👤 You pay

  • Rs. 0 to LankanTax. Filing through us is free for individuals.
  • The CA’s professional fee — whatever they charge for reviewing and lodging your return. Typically Rs. 5,000–12,000 for a standard return.
  • Paid directly to your CA, the same way you always have. We don’t take a cut.
  • If your existing CA already charges you a fee for tax filing, that fee stays the same. You’re not adding a cost — you’re saving them time.

💼 Your CA pays

  • Rs. 0 for this first lodgement. No card, no commitment, no trial expiry.
  • If they choose to keep using LankanTax for other clients, plans start at Rs. 30,000/year (Solo) for up to 10 filings.
  • That decision is theirs to make later, after they’ve seen the platform with one of their own clients.
  • We don’t charge them per submission. We don’t take a percentage of their fee. They pay us a flat annual rate, or they don’t pay us at all.
For the client — what we'll tell you

You'll hear from us at three moments.

Not before. Not in between. No nagging.

👁

1. Your CA has opened the file

Confirmation that your invite worked and your CA has seen what you sent.

“[CA name] just opened your tax file. They'll let you know if they need anything.”
📝

2. Your CA is reviewing

They've accepted the file and started working on it.

“[CA name] is reviewing your return. We'll update you when it's lodged.”
✅

3. Your return has been lodged

Confirmation from the IRD, plus a PDF copy of your filed return.

“Your 2025/26 return has been filed with the IRD. Your filed PDF is attached.”
The questions both sides ask

What you're probably wondering.

Concerns from both clients and CAs — tagged so you know who's asking.

You Will my CA think this is weird? +

Probably not, and almost certainly not after they open it. Most Sri Lankan CAs spend hours each week chasing documents over WhatsApp and re-typing payslips into Excel. Receiving a structured, organised file from a client is a relief, not an imposition. They might ask a question or two before opening the link — that's fair. Any CA can call us if they want to verify what they're being invited to.

CA Why is my client sending me this? +

Your client filled in their tax details on LankanTax — a Sri Lankan platform that organises individual tax returns — and chose to send the file to you because you're already their CA. They're not switching accountants. They're trying to make their year easier (and yours). You don't need to do anything different from your normal workflow.

CA What's the catch with free first lodgement? +

There isn't one. We give you the first lodgement free because the only honest way to evaluate the platform is to use it on a real client. We trust that if it saves you time, you'll subscribe. If it doesn't, we'd rather you walk away than feel pressured. No card on file. No automatic upgrade. After the first lodgement, you choose: subscribe (Rs. 30K–75K/year), or close the tab and we won't bother you.

You What if my CA refuses to use the platform? +

That's their call, and it's fine. If your CA prefers to do this the way they always have, you have two options: download your file as a PDF and send it the old way (their data work is still done), or pick a different CA from our directory who uses LankanTax. Your tax filing isn't held hostage by your CA's tech preferences.

CA Where is my client's data stored, and who can see it? +

Client data is encrypted at rest and in transit. Once your client invites you, the file is only visible to you (their chosen CA) and them. We don't analyse it, sell it, or use it to train AI models. Sri Lanka's Personal Data Protection Act applies and we comply with it.

You What happens to my account after my return is filed? +

You receive a copy of your filed return by email — that's yours to keep. If you want year-over-year access to your tax history on LankanTax, your CA can invite you back next filing season and your records will be available through them. For most filers, the email PDF is all they need.

CA What if the IRD rejects the lodgement, or there's an error? +

You can amend and re-lodge. The platform stays available for amendments and clarifications for 30 days after the original lodgement. After that, if the IRD raises a query, you can lodge a manual amendment through the IRD portal directly. If a portal change ever blocks lodgement during filing season, we update the integration within 48 hours.

You What if my CA never opens the invite? +

If your CA hasn't opened the invite within 7 days, we'll send you a reminder so you can give them a nudge through your usual channel. If they still don't engage, you can re-send the invite to a different CA — either one of theirs you know, or one from our directory. We won't spam your CA. One invite, one reminder a week later, and that's it.

Ready to start filing?

Fill in your details — takes about 15 minutes — then invite your CA when you're ready. They'll get the link. They'll do the rest.

Start filing — it's free → Back to home