Documents
Documents checklist
Keep these ready before your appointment so we can start straight away.
GST registration
- PAN card of the business or owner
- Aadhaar of the proprietor, partners or directors
- Passport-size photograph
- Proof of business address (electricity bill plus rent agreement or NOC)
- Cancelled cheque or bank statement
Income tax return
- PAN and Aadhaar
- Form 16 from your employer
- Form 26AS and Annual Information Statement (AIS)
- Bank interest certificates
- Investment and insurance proofs
- Capital gains statements from your broker or fund house
Company or LLP registration
- PAN and Aadhaar of every director or partner
- Photographs and a recent bank statement of each
- Proof of registered office address and owner's NOC
- Two or three proposed names
- Short description of the business
Monthly bookkeeping
- Bank statements for the month
- Sales invoices
- Purchase invoices and expense bills
- Cash book or petty-cash notes
- Loan and EMI statements
Payroll
- Employee list with salary structure
- PAN, Aadhaar and bank details of each employee
- Monthly attendance or leave record
- PF and ESI registration numbers, if any
GST returns
- Sales and purchase invoices for the period
- Credit and debit notes
- E-way bills, if any
- GST portal access shared with us securely
Please do not email passwords or send original documents. We will share a secure way to send copies, and ask for portal access only when it is needed for your work. The lists above are a starting point; we may ask for more depending on your case.