Insights · Resources
Resource library
Checklists and one-page reference sheets drawn from the working papers. Each opens as a web page and downloads as a PDF to print or keep with the file.
Checklists
Month-end close checklist
A printable checklist for closing the books each month: transactions, reconciliations, adjustments, statutory entries, and review before reports go out.
GST reconciliation checklist
A printable checklist for matching sales and purchase registers to GSTR-1, GSTR-2B, and GSTR-3B before the return is filed, with the year-end steps.
Audit readiness checklist
A printable list of the records an auditor asks for in a financial statement audit and a tax audit, so fieldwork starts without waiting for papers.
Tax notice response checklist
A printable checklist for the first days after a notice from the Income Tax Department or GST authorities: reading it, dating it, and gathering the papers.
Reference sheets
Tax year transition reference sheet
A one-page reference on which Income-tax Act and which form apply to FY 2025-26 and FY 2026-27, with the main changes in vocabulary and tax audit reporting.
Books of account: Companies Act reference sheet
A one-page reference on section 128 of the Companies Act, 2013: what books a company keeps, where, for how long, and the rules for electronic records.
About these documents
They are general reference material, not advice on any particular matter, and they do not create a client relationship. Each shows the date it was last updated, and the law may have changed since. Check the regulatory updates and the official sources before relying on a figure, a form, or a date. See the disclaimer.