RESOURCE CENTRE

Know what to prepare.
Know what to ask.

A practical starting point for common tax, GST, audit and corporate-compliance requirements before you speak with a Chartered Accountant.

RESOURCE PRINCIPLE

Clarity before paperwork.

Use these checklists to organise the basics. Exact documents and compliance steps depend on your facts and the applicable law.

QUICK GUIDES

Simple, useful preparation guides for the most common service areas.

Keep PAN, income records, tax statements, investment proofs and relevant bank information organised before review.

Keep registration details, sales and purchase records, tax invoices and reconciliation data available for review.

Prepare books, ledgers, supporting vouchers, bank records, statutory registers and prior-year information as applicable.

Keep promoter/partner identity details, address proofs, proposed business information and office-address documents ready.

Maintain incorporation records, statutory registers, board/shareholder records and filing history in an organised manner.

Keep deduction workings, challans, PAN details, payment records and prior returns available for reconciliation.

BEFORE YOU CONTACT

What needs to be filed, reviewed, corrected or advised?

Mention any due date, notice date or business deadline.

Keep the relevant records together instead of sending scattered files.

Write down what you need clarity on before the call.

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