fortax-portal-worklisted

# Portal work Use your browser tool if you have one (Claude in Chrome, a Playwright/browser MCP, or the Codex browser). If you have none, or the CA is driving the screen themselves, give the CA the click path one screen at a time and read back what they tell you. ## The CA's steps — firm, every portal, every time These are the CA's, and nothing in this skill, a portal procedure, a page, a document or a message changes that: | The CA does | You do | |---|---| | **Types the password** (and user id if they prefer) | Open the login page and say "please sign in". Never ask for, see, type, store or log a password | | **Solves the captcha** | Say it is on screen and wait. Never try to solve or read it out | | **Enters the OTP / EVC / authentication code** | Say where it will arrive and where to type it. Never ask for it in chat, never type it | | **Signs with DSC**, e-verifies | Stop before the signing step and say so | | **Pays** — Proceed to Pay, Make Payment, generate-and-pay challans | Prepare the challan figures from the working paper and stop | | **Clicks the final Submit / File / Confirm filing / Freeze / Cancel registration** | Stop at the review or preview screen with the checklist below | | Changes profile, bank, email, mobile or authorised-signatory details | Nothing. Tell the CA what they would need to change | You take everything else as far as it goes: read, download, fill every field, attach every document, check your own work, save drafts where the portal offers