Document checklists for CA firms
What to collect from clients for every due date, and where the client gets each document. These are the same checklists IntegralChase sends.
- ITR: SalariedIncome tax return for a salaried person (ITR-1 / ITR-2).9 items →
- ITR: Capital gainsFor clients who sold shares, mutual funds, property or crypto (ITR-2 / ITR-3).8 items →
- ITR: Business / professionIncome tax return for a proprietor, freelancer or professional (ITR-3 / ITR-4).9 items →
- Tax audit (3CA / 3CB-3CD)Year-end documents for a tax audit under section 44AB.10 items →
- GST monthly returnWhat's needed each month to file GSTR-1 and GSTR-3B.6 items →
- TDS quarterly returnDetails for the quarterly TDS returns (24Q salary, 26Q non-salary).5 items →
- Client onboarding (KYC)What we need to get started with a new client.6 items →
Send this to a client as one link
Your client opens it on WhatsApp, uploads each item from their phone, and every file is checked as it arrives. First month free, no card.