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.
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 reviewed on 26 September 2026. The documents needed depend on the facts of each case, and the portal or officer can ask for more. For help with your own case, please contact the firm.