GST and GST return records
- PAN, Aadhaar and business constitution proof
- Sales invoices, purchase bills and credit/debit notes
- GSTR-1, GSTR-3B, ITC mismatch and ledger details
- GSTIN, ARN, notice copy or amendment details if applicable
Resource
Documents checklist for GST, tax, registration and accounting
Use this page as a preparation guide before sharing records for filing, registration, bookkeeping, payroll or compliance support.
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Income tax records
- Form 16, AIS/TIS, Form 26AS and tax challans
- Bank interest, capital gains and other income details
- Deduction proofs for eligible claims
- Business receipts, expenses and books where applicable
Business registration records
- PAN, Aadhaar, photo and address proof of owners or directors
- Registered office proof, rent/consent and utility bill
- Entity documents such as deed, agreement or incorporation proof
- Mobile, email and digital signature readiness
Accounting and payroll records
- Bank statements, sales and purchase files
- Expense bills, loan schedules and asset details
- Employee salary, attendance and reimbursement data
- PF, ESI, TDS and payroll compliance records
Documents checklist FAQs
These answers help you decide what to prepare before contacting the office.
Should I send all documents immediately?
No. First confirm the exact service and checklist. Share only documents relevant to that work.
Can scanned copies be used?
Clear scanned copies or readable photos may be used for initial review, but final requirements depend on portal and service type.
What if one document is missing?
The office can suggest alternatives where allowed, or explain which record must be corrected first.
Are documents different for company and proprietorship?
Yes. Companies, LLPs, firms and proprietorships have different identity and constitution requirements.
Do tax documents need AIS review?
For ITR filing, AIS/TIS and Form 26AS should be reviewed along with income and deduction records.
Can WhatsApp be used for documents?
Yes, but share only relevant documents after checklist confirmation and use clear images or PDFs.
Need a service-specific checklist?
Share your service requirement and business type. The office can confirm the exact records needed.