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Checklists

Document lists you can hand over before a filing, an audit or a loan application.

What is here

Checklists for income tax filing (salaried, business and capital gains), monthly GST filing, tax audit, statutory audit, a bank loan file, company annual filings and payroll month-end.

How to use them #

Work through the list before the appointment, not during it. Half the delay in most filings is a document nobody realised was missing until the deadline week.

What you will need

  • The checklist for the task you are preparing for
  • A folder, physical or digital, named for the financial year

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