All required documents, in one place
Before filing ITR, GST or registration forms, tick off what you have. Your progress is saved on this device — send the pending list to our team on WhatsApp.
ITR — Salaried & Pensioners
For ITR-1 / ITR-2 filers with salary, pension, interest, house property or capital gains.
Identity
Income
Deductions (old regime)
ITR — Business & Professionals
For proprietors, freelancers, doctors, consultants and traders (ITR-3 / ITR-4).
Identity
Books & records
Taxes paid
GST Registration
Documents to apply for a new GSTIN.
Applicant
Business
Place of business
GST Monthly / Quarterly Returns
Send these each period for GSTR-1 and GSTR-3B.
Sales
Purchases & expenses
Other
TDS Return Filing
Quarterly 24Q (salary) and 26Q (non-salary) returns.
Basics
Deductee details
Salary (24Q)
Private Limited Company / LLP
To incorporate a company, OPC or LLP.
Each director / partner
Registered office
Business details
ROC Annual Filing
For AOC-4 and MGT-7 / 7A after the financial year.
Financials
Meetings
Registers
Udyam / MSME Registration
One-time online registration.
Required
Net Worth Certificate
For visas, education loans, tenders and banks.
Identity & purpose
Assets
Liabilities
Requirements can vary by case and by government portal updates. Your CA will confirm the final list before filing.