- Information
Downloads / Checklists
We believe that practical tools make a real difference to how businesses manage their compliance and financial responsibilities. The resources below are free to download. They are designed to be immediately useful — whether you are preparing for a GST audit, planning your annual compliance filings, or evaluating a business financing opportunity.
COMPLIANCE CHECKLISTS
- Annual Compliance Checklist for Private Limited Companies (FY 2025–26)
Covers: MCA filings, GST returns, Income Tax, TDS, FEMA, Labour Law - GST Monthly Compliance Checklist
Covers: GSTR-1, GSTR-3B, GSTR-2B reconciliation, ITC verification, E-invoicing - TDS Compliance Calendar and Checklist
Covers: TDS deduction rates, payment deadlines, return filing deadlines - DGFT Export Documentation Checklist
Covers: Shipping bill, invoice, packing list, Bill of Lading, Letter of Credit documents - Board Meeting Compliance Checklist for Private Limited Companies
Covers: Minimum meetings, notice requirements, agenda, quorum, minutes
FINANCIAL PLANNING TOOLS
- Working Capital Assessment Template (Excel)
Calculate your current ratio, quick ratio, debtors’ days, creditors’ days, and inventory days - Cash Flow Forecasting Template (Excel) — 13-Week Rolling Format
A simple, practical cash flow forecasting tool for SMEs - Break-Even Analysis Calculator (Excel)
Calculate your break-even point in units and value; visualise margin of safety - Loan Comparison Template (Excel)
Compare term loan offers across banks — includes EMI calculation, effective rate, and total cost
GUIDES & REFERENCE DOCUMENTS
- GST Input Tax Credit — Eligibility and Blocked Credit Quick Reference Guide (PDF)
A one-page reference covering Section 16 conditions and Section 17(5) blocked credits - Key Financial Ratios Reference Card (PDF)
Definitions, formulas, and benchmark ranges for 20 essential financial ratios - Export Incentive Schemes Summary (PDF)
Overview of RoDTEP, Advance Authorisation, EPCG, and Duty Drawback - SEBI Investor Grievance Redressal Guide (PDF)
How to file a complaint on the SCORES platform; investor rights under SEBI regulations