At a glance
Documents and dates, organised.
Two reference sets we share with every client — a checklist of what to bring, and a calendar of what's coming up.
01 / Paper Requirements
What to bring along.
Use these checklists when you reach out so we can begin work on the same day. Don't worry if a document or two is missing — we'll guide you.
01
Income Tax Return — Salaried
- Form 16 from employer
- Form 26AS / AIS / TIS download
- Bank statements for the year
- Investment proofs (80C, 80D, NPS, etc.)
- Home loan interest certificate (if applicable)
- Aadhaar & PAN copy
02
Income Tax Return — Business / Profession
- Books of accounts / Tally backup
- Bank statements for all accounts
- Sales & purchase ledgers
- GST returns filed during the year
- TDS certificates (Form 16A)
- Loan statements & interest certificates
03
GST Registration
- PAN of business / proprietor
- Aadhaar of authorised signatory
- Proof of business address (rent agreement / NOC + utility bill)
- Bank account proof — cancelled cheque or statement
- Photograph of authorised signatory
- Digital signature (for companies / LLPs)
04
Company Incorporation
- PAN & Aadhaar of directors
- Address proof of directors (utility bill / bank statement)
- Passport-size photographs
- Proof of registered office address
- DSC of proposed directors
- Proposed company names (in order of preference)
05
Bank Loan / CMA Data
- Last 3 years audited financials
- Provisional financials for current year
- Projected financials for next 2 years
- GST returns for last 12 months
- Bank statements for last 12 months
- KYC of promoters & guarantors
06
TDS Return Filing
- TAN of deductor
- Challan details for tax deposited
- PAN of all deductees
- Nature of payment & section
- Date and amount of payment
- Previous quarter return acknowledgement
Stay ahead
Want a calendar of your own?
We'll draft a personalised compliance calendar mapped to your business — and remind you a week before each date.