Downloads

Templates, checklists and worksheets to help you prepare India tax filings. All free, self-hosted, no signup.

• Advance Tax Planner and Tax-Pot System (Copy and Use) →

  A simple system to avoid an advance-tax shock: move a slice of every receipt into a tax-pot, and a worksheet for the instalment dates and amounts, with the single-15-March rule for presumptive taxpayers.

• Business Expense and Deduction Tracker (Copy and Use) →

  A simple template to log business expenses and personal old-regime deductions through the year, so nothing is forgotten at filing time and you have the records if asked.

• Closing a Business Checklist (Sole Proprietor, LLP, Company) →

  A clean-closure checklist by entity type: file every pending return first, cancel GST and other registrations, settle employee dues, then strike off the entity. The order that stops a closure stalling.

• Company and LLP ROC Compliance Calendar (Copy and Use) →

  Every recurring Registrar of Companies deadline for a company or LLP in one calendar: AOC-4, MGT-7, DIN KYC, DPT-3, MSME-1 and the LLP forms, with the Rs 100-a-day no-cap penalty flagged.

• Foreign-Asset Disclosure (Schedule FA) Checklist (Copy and Use) →

  If you are Ordinarily Resident, every foreign account, share, RSU and property must go in Schedule FA, even nil-income ones. This checklist walks the asset categories so nothing is missed, the Black Money Act penalises the asset.

• GST Registration and Filing Checklist (Copy and Use) →

  A checklist for getting GST right: do you have to register, which scheme suits you, and what to file each period. From the Rs 40/20 lakh thresholds to monthly returns and input-credit reconciliation.

• GST-Compliant Tax Invoice Template (Copy and Use) →

  A ready tax-invoice template with every field GST requires, your GSTIN, the customer's GSTIN, HSN/SAC, taxable value, and the CGST/SGST or IGST split, so your invoices are valid and your customers can claim credit.

• Hiring Your First Employee: Tax and Compliance Checklist →

  Taking on your first employee triggers payroll TDS, and depending on headcount, EPF, ESI and state professional tax. This checklist covers the registrations and monthly duties so you start compliant.

• MSME Late-Payment Escalation Scripts (Copy and Use) →

  A ready-to-use sequence of payment-chasing messages, from a friendly reminder to a final pre-legal notice citing the MSMED Act, for when a client has not paid. Copy, fill the blanks, send.

• Old vs New Regime Decision Checklist (Copy and Use) →

  A short checklist to work out whether the old or new tax regime is cheaper for you: total your deductions, compare against the Rs 12 lakh tax-free band, and decide before you file.

• Presumptive Taxation (44AD/44ADA) Readiness Checklist →

  A checklist to confirm you can use presumptive taxation, are you a business (44AD) or a profession (44ADA), within the limits, and taking enough digitally to get the lower rate and higher cap?

• Responding to a Tax Notice: Document Checklist (Copy and Use) →

  Got a scrutiny or assessment notice? This checklist tells you what to assemble before you reply, the return, 26AS/AIS, bank statements, invoices and proof, so you respond calmly and completely through e-proceedings.

• SME Tax and Compliance Calendar 2026-27 (Copy and Use) →

  Every key income-tax and GST date for a self-employed person or SME in tax year 2026-27, in one copy-and-paste calendar: advance tax, GST returns, TDS deposits, and the filing deadlines.