Printable document checklists
Lists of the documents usually needed for common filings and registrations. Tick items off as you collect them, print the list or save it as a PDF, and add a calendar reminder.
ITR for individuals
Documents to collect before filing an income tax return as a salaried person, pensioner, investor or landlord. Returns for FY 2025-26 (AY 2026-27) use the 1961 Act forms; the 2025 Act form numbers apply from Tax Year 2026-27.
GST registration
Documents to have ready before applying for GST registration on the GST portal in Form GST REG-01, for a proprietor, partnership firm, LLP or company.
Private company incorporation
Documents and details to collect before a private limited company is incorporated through the SPICe+ form on the MCA portal.
LLP registration
Documents and details to collect before a limited liability partnership is incorporated through the FiLLiP form on the MCA portal.
Tax audit
Records a business or professional should have ready for its tax auditor. The audit report is in Forms 3CA/3CB and 3CD for FY 2025-26, and in Form 26 from Tax Year 2026-27.
NRI property sale
Documents a non-resident selling property in India usually needs, from the sale itself to TDS, the return and taking the money abroad.
GST monthly returns
Records to collect each month (or quarter under QRMP) before GSTR-1 and GSTR-3B are prepared, so that sales, input tax credit and the tax payment match the books.
GST annual return
Records to assemble before the GST annual return (GSTR-9) and, above ₹5 crore of turnover, the reconciliation statement (GSTR-9C) are prepared. For FY 2025-26 both are due by 31 December 2026.
TDS quarterly statements
Records a deductor needs each quarter for the TDS and TCS statements. From Tax Year 2026-27 the statements are filed in Forms 138, 140, 144 and 143 under the Income-tax Act, 2025.
ROC annual filing
Records a company should have ready for its annual filings with the Registrar of Companies: financial statements in AOC-4, the annual return in MGT-7 or MGT-7A, and the related forms of the year.
Statutory audit
Records a company usually prepares for its auditor (a "prepared by client" list) for the audit of its financial statements under the Companies Act, 2013.
Notice reply
Documents usually needed to reply to an income tax or GST notice. Each notice states its own provision, period and time to reply, which should be read first.
Payroll onboarding
Documents and details an employer collects when a new employee joins, for salary, EPF, ESI and TDS on salary under the Labour Codes and the Income-tax Act, 2025.
Received a notice instead? The notice explainer lists what to gather for common income tax and GST notices. Ready-to-edit formats are in the document templates, and filing dates are in the compliance calendar.
These checklists are general information, last updated on 30 October 2026, and each lists the official forms, common reasons for queries and links to the official sources. The documents needed depend on the facts of each case, and the portal or officer can ask for more. For your own case, verify on the official portal or consult a qualified professional.