Every item on this page is marked in preparation, and that label is accurate rather than decorative. Nothing here can be downloaded today. The alternative, which is to publish a thin document quickly so that a page has something on it, produces the kind of checklist that nobody uses twice.
What is being written
These are the documents the firm reaches for most often in its own work, rewritten so that a finance team can use them without the firm present. Each is being built against current law and current portal behaviour, and each will carry the date it was last reviewed, because a compliance checklist without a review date is a liability.
GST input tax credit reconciliation checklist
A working method for reconciling the purchase ledger against GSTR-2B and the credit claimed in GSTR-3B, covering the treatment of invoices held pending in the Invoice Management System, credit notes, reverse charge entries, and the ageing report that catches suppliers who have not filed.
Month-end close calendar
A working-day-by-working-day close calendar for an Indian company, mapping statutory deposit and filing dates against the accounting tasks that depend on them. Includes the owner, the dependency and the failure mode for each step, so a close that slips can be diagnosed rather than argued about.
Transfer pricing documentation checklist
What has to exist, at what value of international transactions, and by when. Covers the accountant’s report, the contents of local documentation, the point at which master file obligations begin, intercompany agreements, and the evidence of benefit that survives a transfer pricing officer’s questions.
Notice response timeline
A single sheet mapping the common income tax and GST communications against the time you have to respond, what an extension request must contain, and what is lost by replying late. Written for the person who has just received a notice and needs to know what happens next.
MSME payables control pack
How to classify suppliers by Udyam status, hold that classification in the accounting system, age payables against the statutory payment window, and report the position before the year-end rather than during the tax audit. Includes the half-yearly disclosure that follows from it.
Thirteen-week cash flow template
A direct-method rolling forecast with the build instructions, the receipts assumptions that usually break it, the statutory outflows that cannot be deferred, and a variance sheet that compares each week’s forecast against actual so that the model is corrected rather than rebuilt.
Board reporting pack outline
A reporting pack for a company between roughly twenty-five and one hundred crore of revenue: the eight schedules that matter, what each is for, what a director should ask about it, and the commentary conventions that stop a pack from becoming a set of numbers nobody reads.
Valuation information request list
Everything a valuer will ask for before starting, grouped by purpose: financials and forecasts, the capitalisation table with every instrument and its terms, contracts and contingent liabilities, and the corporate history. Assembling this before the engagement usually removes a week from it.
How early access works
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Register for a specific document
Choose the one you want. Registering for a checklist does not sign you up for the other seven.
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The file is sent on publication
You receive it by email on the day it goes live, before it appears on this page. There is no drip sequence in between.
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You are told when it is revised
Where a document is updated for a change in law, registrants receive the revised version with a note on what changed.
These documents are general working aids. They are not advice on your facts, they do not substitute for a professional opinion, and each will state the date on which its contents were last reviewed against the law.
Request early access
Tell us which document you want and we will send it as soon as it is released. We will not add you to a mailing list.