Free CA Document Templates
Free CA document templates: generate ready-to-use legal and compliance documents in minutes. Fill in the details, download as a Word file, customise further if needed.
Document templates at a glance
What documents can I generate here?
The page offers free templates for agreements and deeds, HR and employment letters, board resolutions, MCA form attachments, GST documents and income tax declarations, such as partnership deeds, NDAs, rent agreements, offer letters, GST authorisation letters, Form 12BB / Form 124 and Form 121. 161 templates are live now.
How does the document generator work?
Choose a template, fill in the details in the form, and download the finished document as a Word-compatible .doc file that you can edit further. Templates are free and need no sign-up. Stamp paper and notarisation are not handled, and final documents should be reviewed before execution.
Which documents need a Chartered Accountant?
Certificates such as net worth, turnover, Form 15CB and capital infusion certificates must be issued by a practising Chartered Accountant with a UDIN, so they cannot be self-generated. They are listed under CA Certificates and can be requested from the firm, which issues them after reviewing the supporting records.
Agreements & Deeds
Partnership deeds, NDAs, rent agreements, service contracts and commercial agreements.
Partnership Deed
Formal partnership deed between two or more partners — covers capital, profit-sharing, dissolution and management. Indian Partnership Act 1932.
Non-Disclosure Agreement (NDA)
Mutual non-disclosure agreement between two parties to protect confidential business information.
Rent Agreement — Residential (11-month)
Standard 11-month residential rent agreement for execution on non-judicial stamp paper, signed by both parties before two witnesses (notarisation optional). A lease from year to year or for more than one year must be registered; some States, such as Maharashtra, require every leave and licence agreement to be registered.
LLP Agreement
Limited Liability Partnership agreement under the LLP Act 2008 — covers contribution, profit-sharing, management, designated partners.
Service Agreement
B2B services contract between service provider and client — scope, deliverables, fees, IP, confidentiality.
Leave & Licence Agreement (Commercial)
Commercial leave & licence agreement — preferred over rent agreement for commercial premises, does not create tenancy rights.
Vendor / Supplier Agreement
Vendor agreement for procurement of goods or services — payment terms, delivery, quality, indemnity.
Power of Attorney (Special — Limited Purpose)
Special Power of Attorney for a defined and limited purpose — e.g. property sale, banking, government filings.
Indemnity Bond (General)
General indemnity bond on stamp paper — for use in property matters, employment, financial transactions, etc.
Affidavit (General Format)
General affidavit format on stamp paper — for use in name change, ration card, passport, employment, etc.
Sales Agreement (B2B Goods)
Sale of goods agreement between two businesses — covers delivery, title, risk, warranties, payment under the Sale of Goods Act 1930.
Distribution Agreement
Appointment of distributor for sale of products in a defined territory — exclusive/non-exclusive, with minimum purchase obligations.
Loan Agreement
Unsecured loan agreement between two parties — covers principal, interest, repayment schedule, default. For inter-corporate or personal loans.
Joint Venture Agreement (Basic)
Basic Joint Venture agreement between two or more parties — contribution, profit sharing, management, IP, exit.
Last Will and Testament
Last Will and Testament — declaration of distribution of assets, executor appointment, guardianship. Signed by the testator and attested by two witnesses (Indian Succession Act, 1925); registration is optional.
Gift Deed (Immovable Property)
Deed of Gift transferring ownership of immovable property without consideration under Section 122 of the Transfer of Property Act 1882 — registration mandatory.
Family Settlement Deed
Family settlement deed for division of ancestral / joint family property among family members — distinguished from "transfer" for stamp purposes.
SaaS / Software Subscription Agreement
Subscription-based software/SaaS agreement — covers access, data, uptime SLA, security, IP, termination, governing law. Suitable for B2B SaaS in India.
Trust Deed (Public Charitable Trust)
Deed of Public Charitable Trust under the Indian Trusts Act 1882 (private) or under state Public Trusts Acts (charitable) — basis for 12A/80G registration with Income Tax Department.
Memorandum of Understanding (MoU)
General Memorandum of Understanding between two parties — expressing intent to collaborate, setting out roles, responsibilities and key terms without creating binding contractual obligations (unless specified).
Letter of Intent (LoI)
Letter of Intent expressing one party's serious intention to enter into a definitive agreement — commonly used in M&A, real estate, business acquisition, and major commercial transactions.
Contract for Services / Freelance Agreement
Agreement for provision of professional/consultancy services on a project or retainer basis — distinguishes from employment contract; covers deliverables, IP, payment, TDS, and termination.
Agency Agreement
Agreement appointing an agent to act on behalf of the principal — for sale, procurement, or representation — under Indian Contract Act 1872 (Sections 182-238). Covers territory, commission, sub-agency, and termination.
Consignment Agreement
Agreement for consignment of goods from consignor to consignee — title remains with consignor; consignee sells on behalf and remits proceeds less commission. GST implications covered.
Sub-contracting Agreement
Agreement between a main contractor and sub-contractor for execution of a portion of work — used in construction, IT, manufacturing, and service industries.
Manufacturing Agreement (Job Work / Contract Manufacturing)
Agreement for contract manufacturing or job work — principal supplies raw material; manufacturer processes and returns finished goods. Covers Section 143 CGST (job work), IP, quality standards, and liability.
Franchise Agreement
Franchise agreement granting franchisee the right to operate under franchisor's brand, system and IP — covering territory, royalty, training, quality standards, term and termination.
HR & Employment
Offer letters, appointment letters, relieving certificates, NDAs, increment letters.
Offer Letter
Job offer letter before formal appointment — title, CTC summary, joining date, validity.
Relieving Letter
Relieving letter issued on completion of notice period — confirms last working day and clearance.
Experience Certificate
Experience certificate for departing employee — service period, role, conduct.
Employee NDA & Non-Compete
Confidentiality, non-solicitation and reasonable non-compete agreement for employees.
Salary Increment Letter
Letter notifying an employee of revised salary after annual review, with new CTC effective date and reason.
Promotion Letter
Letter confirming an employee's promotion — new designation, role, responsibilities, revised compensation.
Termination Letter (with cause)
Letter terminating employment with cause, after due process — references the Industrial Disputes Act 1947 / Shops & Establishments Act compliance.
Warning Letter / Show Cause Notice
Formal warning / show-cause notice to an employee for misconduct, performance or conduct issues — establishes due process before any disciplinary action.
Transfer Letter (Intra-Company)
Letter transferring an employee between locations / departments / functions within the same employer — clauses on protection of benefits.
Leave Application Letter
Formal leave application letter from employee to employer — annual, sick, personal, sabbatical, parental.
Demotion Letter
Letter from employer reducing an employee's designation, role or compensation due to performance or restructuring — legally sensitive; principles of natural justice apply.
Gratuity Claim Letter (Form I — PG Act 1972)
Application by employee / nominee for payment of gratuity under Section 4 of Payment of Gratuity Act 1972, in Form I (employee) or Form J/K (nominee/legal heir).
EPF Withdrawal Application (Form 19/10C/31)
Application for withdrawal of Employee Provident Fund — Form 19 (PF balance), Form 10C (Pension under EPS), Form 31 (advance/partial withdrawal) under EPF & MP Act 1952.
Leave Encashment Letter
Letter from employer processing payment in lieu of unutilised earned/privilege leaves — on retirement, resignation, or during service (where policy permits) — with Section 10(10AA) tax exemption computation.
Fixed-Term Employment Contract
Fixed-term employment agreement for a specified period — distinct from permanent employment; governed by Code on Industrial Relations 2020 and applicable S&E Acts. Employee entitled to proportionate gratuity.
Sabbatical / Leave Without Pay Approval Letter
Employer letter approving sabbatical or leave without pay (LWP) — covering continuity of service, statutory benefits suspension, and return conditions.
ESIC Contribution Cover Letter
Monthly cover letter for Employees' State Insurance (ESI) contribution — submitted to ESIC office with Challan, covering employer (3.25%) and employee (0.75%) contributions under ESI Act 1948.
Board Resolutions
Companies Act 2013 board and special resolutions for common corporate actions.
Board Resolution — Open Bank Account
Board resolution authorising opening of a current account with a bank, signatories and operating instructions.
BR — Appointment of Statutory Auditor
Board resolution under Section 139 of Companies Act 2013 for appointment of statutory auditor — references ADT-1 filing.
BR — Borrowing from Director
Board resolution under Section 179(3)(d) for borrowing money from director — exempt deposit under Companies (Acceptance of Deposits) Rules.
BR — Change of Registered Office
Board resolution for change of registered office within same city/ROC jurisdiction — Section 12 of Companies Act 2013. INC-22 to follow.
BR — Appointment of Additional Director
Board resolution under Section 161(1) for appointment of an Additional Director, with DIR-12 filing reference.
BR — Resignation of Director
Board resolution noting resignation of a Director under Section 168, with DIR-12 filing requirement.
BR — Adoption of Annual Accounts
Board resolution adopting audited financial statements for the financial year under Section 134 of Companies Act 2013.
BR — Appointment of CFO / KMP
Board resolution under Section 203 for appointment of Key Managerial Personnel (CFO / Company Secretary / Whole-time Director).
BR — Investment in Securities
Board resolution under Section 186 of Companies Act 2013 — for inter-corporate investment / acquisition of securities of other body corporates.
BR — Loan / Guarantee / Security to Subsidiary
Board resolution under Section 186 — for loan, guarantee or security to another body corporate (including wholly-owned subsidiary exemption).
BR — Disclosure of Interest by Director (MBP-1)
Board resolution noting receipt of Form MBP-1 declarations of interest from all directors under Section 184(1).
BR — Bonus Issue of Shares
Board resolution under Section 63 of Companies Act 2013 — for capitalisation of free reserves / securities premium / capital redemption reserve into bonus shares.
BR — Dividend Declaration
Board resolution recommending dividend under Section 123 of Companies Act 2013 — to be approved by shareholders at AGM.
BR — Buyback of Shares
Board resolution for buyback of equity shares under Section 68 of Companies Act 2013 (up to 10% via Board, up to 25% via Special Resolution).
BR — Employee Stock Option Plan (ESOP)
Board resolution recommending Employee Stock Option Plan under Section 62(1)(b) read with Companies (Share Capital and Debentures) Rules 2014.
BR — Voluntary Winding-up / Strike-off (Sec 248)
Board resolution for voluntary striking-off of a dormant company under Section 248(2) of Companies Act 2013, with STK-2 filing.
BR — Preferential Allotment of Shares
Board resolution recommending preferential allotment of equity shares under Section 62(1)(c) of Companies Act 2013 read with Rule 13 of the Companies (Share Capital and Debentures) Rules, 2014.
BR — Ratification of Acts Done
Board resolution for ratification of acts done by directors / authorised representatives prior to formal approval — post-facto approval under principles of agency and Section 175 (resolution by circulation).
BR — Declaration of Interim Dividend
Board resolution declaring interim dividend under Section 123(3) of the Companies Act 2013 — payable from current year profits or free reserves, with transfer from P&L.
BR — Appointment of CEO / CFO / CS as KMP
Board resolution for appointment of Key Managerial Personnel — Chief Executive Officer, Chief Financial Officer, or Company Secretary under Section 203 of the Companies Act 2013.
MCA Form Attachments
Attachments to MCA e-forms — SPICe+, AOC-4, MGT-7, DIR-12, ADT-1, SH-7, INC-22.
INC-20A Declaration (Commencement of Business)
Declaration by a director under Section 10A of Companies Act 2013 — required for incorporated companies before commencing business.
DIR-2 — Consent to Act as Director
Form DIR-2 declaration of consent to act as Director under Rule 8 of Companies (Appointment & Qualification of Directors) Rules, 2014.
INC-9 — Subscriber & First Director Affidavit
Form INC-9 affidavit by each subscriber and first director declaring non-conviction and fitness to act, filed with SPICe+.
NOC for Registered Office (MCA)
No Objection Certificate from owner for use of premises as Registered Office of a company under MCA — required attachment for SPICe+ / INC-22.
CHG-1 — Charge Registration (Cover Particulars)
Particulars of charge for registration under Section 77 of the Companies Act, 2013, filed as attachment to Form CHG-1 with ROC within 30 days of creation.
MGT-14 — Filing of Resolution / Agreement
Filing of Special / Board Resolution under Section 117 of Companies Act 2013 within 30 days — cover details for Form MGT-14.
INC-22 — Notice of Situation of Registered Office
Notice under Section 12 of Companies Act 2013 — filed with ROC for situation of registered office at incorporation or change thereof.
ADT-1 — Notice of Appointment of Auditor
Notice to ROC of appointment of auditor under Section 139(1) within 15 days of AGM — cover particulars for Form ADT-1.
FC-GPR Cover Letter (FDI — Issue of Shares)
Cover letter for filing Form FC-GPR with RBI / Authorised Dealer Bank for issue of equity shares to a non-resident — under FEMA 1999 + FEM(Non-debt Instruments) Rules 2019.
FC-TRS Cover Letter (Transfer of Shares — Resident & Non-Resident)
Cover letter for filing Form FC-TRS — for transfer of equity shares between a Resident and a Non-Resident, under FEMA 1999 + FEM(NDI) Rules 2019.
MoA — Object Clauses (Pvt Ltd)
Memorandum of Association — Main Object Clause, Ancillary Object Clause and Other Object Clause as required by Section 4 of Companies Act 2013, filed with SPICe+.
AoA — Standard Clauses (Pvt Ltd)
Articles of Association — standard clauses including private company restrictions, share transfer, directors' powers, meeting procedures. Adopts Table F of Schedule I.
External Commercial Borrowing (ECB) Declaration
Cover letter for filing Form ECB-2 reporting borrowing from foreign lender under FEMA External Commercial Borrowings framework.
ODI — Overseas Direct Investment Declaration
Cover letter for Form ODI (Part I) — declaration of overseas direct investment by Indian party under FEMA Overseas Investment Rules 2022.
DPT-3 — Return of Deposits
Annual return of deposits and money received not considered as deposits under Section 73 of Companies Act 2013 and Rule 16 of Companies (Acceptance of Deposits) Rules 2014. Due 30 June.
AOC-4 — Financial Statement Filing Cover
Cover letter for Form AOC-4 — filing of audited financial statements with ROC under Section 137 of Companies Act 2013, within 30 days of AGM.
MGT-7 — Annual Return Cover
Cover letter for Form MGT-7 — Annual Return filing with ROC under Section 92 of Companies Act 2013, within 60 days of AGM.
INC-12 — Section 8 Company Licence Application
Application for issue of licence to register a company with charitable objects under Section 8 of Companies Act 2013, filed in Form INC-12 along with SPICe+.
LRS Declaration (Form A2 — Liberalised Remittance Scheme)
Declaration for remittance under the Liberalised Remittance Scheme (USD 2,50,000 per financial year per resident individual under FEMA), with TCS worked out for the remittance date: Section 206C(1G) up to 31 March 2026, Section 394 of the Income-tax Act, 2025 from 1 April 2026.
Law version: TCS rates: FY 2025-26 (Income-tax Act, 1961); Tax Year 2026-27 onwards (Income-tax Act, 2025)
Form FC-1 — Foreign Contribution Intimation (FCRA)
Intimation under FCRA 2010 — Form FC-1 for receipt of foreign contribution by candidate for election, MP, judge, government servant, etc.
Society Registration — Memorandum of Association
Memorandum of Association of a Society under the Societies Registration Act, 1860 — for non-profits, educational institutions, NGOs registered as societies.
CHG-4 — Satisfaction of Charge
Particulars for satisfaction of charge filed under Section 82 of the Companies Act 2013 read with Rule 8 of the Companies (Registration of Charges) Rules, 2014, within 30 days of repayment.
INC-22A — ACTIVE Company Tagging
Active Company Tagging Identities and Verification (ACTIVE) — Form INC-22A — verification of registered office and details by all companies incorporated before 31.12.2017.
NRO to NRE Transfer Declaration
Declaration and request for transfer of funds from NRO Account to NRE Account up to USD 1 Million per FY under FEMA — requires Form 15CA / 15CB.
INC-20A — Declaration of Commencement of Business
Declaration by director that subscribers to Memorandum have paid the value of shares agreed to be taken — mandatory for companies incorporated after 2.11.2018, within 180 days (Section 10A).
DIR-8 — Director's Disclosure of Non-Disqualification
Disclosure by director under Section 164(2) and 165 of the Companies Act 2013 confirming non-disqualification — to be filed annually with company, and in MBP-1 for interests.
CHG-9 — Registration of Charge by Debenture Trustee
Application for registration of charge or modification of charge by debenture trustee under Section 79 of the Companies Act 2013 — filed within 30 days (or up to 300 days with penalty).
SH-7 — Notice of Alteration of Share Capital
Notice filed with ROC for alteration of share capital under Section 64 of the Companies Act 2013 — for increase of authorised capital, consolidation, subdivision, or cancellation of shares.
GST Documents
GST registration authorization, NOC for premises, declarations and LUT documents.
NOC for GST Premises
No Objection Certificate from property owner for use of premises as GST principal place of business.
Letter of Undertaking (LUT) — GST
LUT under Rule 96A for zero-rated exports of goods/services without payment of IGST. Filed in Form RFD-11 on GST portal.
GST Declaration — Principal Place of Business
Self-declaration of Principal Place of Business by GST applicant — required attachment for GST REG-01.
GST Refund Application — Cover Letter
Cover letter for GST refund application under Section 54 read with Rule 89 — accompanies Form GST RFD-01.
E-way Bill Authorization Letter
Letter authorising transporter/employee to generate e-way bills on behalf of the registered person under Rule 138 of CGST Rules.
GST Bond for Warehousing / Import
Bond for warehousing or temporary import of goods without payment of IGST, under Section 59 of the Customs Act read with applicable GST notifications.
Reply to GST Notice (ASMT-11 / DRC-06)
Cover reply to GST notice for tax demand / scrutiny / discrepancy — to be filed online in Form ASMT-11 or DRC-06.
Reverse Charge Mechanism (RCM) Declaration
Declaration regarding applicability of Reverse Charge under Section 9(3)/9(4) of CGST Act — typically required by suppliers from URD or specified services.
GST Composition Scheme — Bill of Supply Declaration
Declaration on Bill of Supply by composition taxpayer that "Composition taxable person, not eligible to collect tax on supplies" — Rule 5 + Section 10.
ITC Reversal Letter (Rule 42/43)
Letter declaring reversal of Input Tax Credit on common credits under Rule 42/43 of CGST Rules — for exempt supplies / capital goods.
GST REG-16 — Application for Cancellation
Application for cancellation of GST registration under Section 29 read with Rule 20 — cover letter accompanying Form GST REG-16.
ITC-04 — Job Work Declaration
Cover letter for Form ITC-04 — declaration of goods sent to and received from job worker under Section 143 of CGST Act, filed half-yearly (AATO above Rs 5 crore) or annually (up to Rs 5 crore).
GSTR-9C Reconciliation Statement — Cover
Cover letter for filing of GSTR-9C reconciliation between annual return and audited financials, self-certified by taxpayer (T/O > ₹5Cr per FY 2020-21).
RFD-01 — Detailed Refund Application
Detailed refund application under Section 54 read with Rule 89 of CGST Rules — for export, inverted duty structure, excess balance in cash ledger, deemed export, etc.
E-invoice Authorisation Letter
Letter authorising a person/agency (CA firm / accountant) to generate and manage e-invoices on behalf of the taxpayer on IRP portal — mandatory for B2B if AATO > ₹5Cr.
GSTR-9 Annual Return — Cover Letter
Cover letter for filing of GSTR-9 (Annual Return) under Section 44 of the CGST Act, 2017 read with Rule 80 of the CGST Rules, 2017.
E-way Bill Cancellation Letter
Letter for cancellation of E-way Bill under Rule 138(9) of CGST Rules — within 24 hours of generation; explanation if cancelled after 24 hours.
GST Demand Notice Reply (DRC-06 / ASMT-11)
Formal reply to GST demand notice — covering SCN under Section 73/74, ASMT-10 scrutiny notice, or DRC-01/01A — with legal submissions and documents.
GST Composition Scheme Opt-in Letter (CMP-02)
Letter for opting into the Composition Scheme under Section 10 of the CGST Act, along with filing of Form CMP-02 on GST portal — for eligible taxpayers with T/O ≤ ₹1.5Cr (₹75L in Arunachal Pradesh, Manipur, Meghalaya, Mizoram, Nagaland, Sikkim, Tripura and Uttarakhand).
GSTR-9 vs Books Reconciliation Working
Reconciliation statement comparing GSTR-9 Annual Return figures with audited books of account — identifies differences in turnover, ITC, and tax to be reported in GSTR-9C.
GSTR-1A Amendment Cover Letter
Cover letter for filing GSTR-1A (Amendment to GSTR-1) — for correction of errors in outward supply details after GSTR-1 is filed but before GSTR-3B of the same period is filed.
GST Advance Ruling / Classification Application
Application for Advance Ruling under Section 97 of the CGST Act — seeking determination on classification, rate, input tax credit eligibility, place of supply, or liability to register.
Income Tax
Form 12BB / 124, Form 121 (for 15G / 15H), salary declarations, HRA rent receipts, investment proofs.
Form 12BB / Form 124 — Salary Declaration
Employee's statement of claims to the employer for TDS on salary: Form 12BB (Rule 26C) up to FY 2025-26, Form 124 (Section 392, Rule 205) from Tax Year 2026-27. HRA, LTA, home loan interest and deductions.
Law version: FY 2025-26 (Income-tax Act, 1961); Tax Year 2026-27 onwards (Income-tax Act, 2025)
Rent Receipt (for HRA claim)
Monthly rent receipt as proof for HRA exemption: Section 10(13A) up to FY 2025-26, Section 11 read with Schedule III of the Income-tax Act, 2025 from Tax Year 2026-27.
Law version: Up to FY 2025-26 (Income-tax Act, 1961); Tax Year 2026-27 onwards (Income-tax Act, 2025)
80C / Chapter VI-A Investment Declaration
Employee declaration of investments and deductions (80C, 80D, 80CCD(1B), 80E, 80G, 80TTA; Sections 123-153 of the Income-tax Act, 2025 from Tax Year 2026-27) for TDS on salary under the old tax regime.
Law version: FY 2025-26 (Income-tax Act, 1961); Tax Year 2026-27 onwards (Income-tax Act, 2025)
Form 15G — Declaration to avoid TDS (up to FY 2025-26)
Self-declaration by a resident below 60 under Section 197A(1A) for no TDS on interest, dividend and similar income. Valid only up to FY 2025-26: from Tax Year 2026-27 use Form 121.
Law version: FY 2025-26 (Income-tax Act, 1961)
Form 15H — Senior Citizen TDS Declaration (up to FY 2025-26)
Self-declaration by a resident aged 60 or more under Section 197A(1C) for no TDS where tax on total income is nil. Valid only up to FY 2025-26: from Tax Year 2026-27 use Form 121.
Law version: FY 2025-26 (Income-tax Act, 1961)
Form 121 — Declaration for No TDS (replaces 15G / 15H)
Self-declaration under Section 393(6) of the Income-tax Act, 2025 read with Rule 211 that tax on your estimated total income for the Tax Year is nil, so the payer does not deduct TDS. One form for all ages from Tax Year 2026-27.
Law version: Tax Year 2026-27 onwards (Income-tax Act, 2025)
Annual Salary Statement (Form 12BA / Form 123)
Employer's statement of perquisites and salary for an employee: Form 12BA (Rule 26A) up to FY 2025-26, Form 123 (Section 392(5)(a), Rule 204) from Tax Year 2026-27.
Law version: FY 2025-26 (Income-tax Act, 1961); Tax Year 2026-27 onwards (Income-tax Act, 2025)
Form 13 / Form 128 — Lower/Nil TDS Certificate Application
Application for a certificate for TDS at a lower or nil rate: Form 13 under Section 197 up to FY 2025-26, Form 128 under Section 395(1) (Rule 213) from Tax Year 2026-27.
Law version: FY 2025-26 (Income-tax Act, 1961); Tax Year 2026-27 onwards (Income-tax Act, 2025)
Indemnity Bond — Income Tax Refund
Indemnity bond for claiming a deceased assessee's income tax refund or for refund through legal heir / representative.
Form 16 / Form 130 Cover Letter (TDS Certificate)
Cover letter from employer to employee with the salary TDS certificate: Form 16 (Section 203) up to FY 2025-26, Form 130 (Section 395(4)) from Tax Year 2026-27.
Law version: FY 2024-25 to FY 2025-26 (Income-tax Act, 1961); Tax Year 2026-27 onwards (Income-tax Act, 2025)
80G Donation Receipt
Donation receipt issued by an approved trust / NGO / Section 8 company for the donor's deduction: Section 80G up to 31 March 2026, Section 133 of the Income-tax Act, 2025 from 1 April 2026.
Law version: Up to FY 2025-26 (Income-tax Act, 1961); Tax Year 2026-27 onwards (Income-tax Act, 2025)
Capital Gains Computation — Property Sale
Capital gains computation on sale of immovable property for the return: Sections 45, 48, 50C and 54 / 54EC / 54F for sales up to 31 March 2026; Sections 67 and 82 / 85 / 86 of the Income-tax Act, 2025 for sales from 1 April 2026.
Law version: Up to FY 2025-26 (Income-tax Act, 1961); Tax Year 2026-27 onwards (Income-tax Act, 2025)
Gift / Property below FMV Declaration (Section 56(2)(x) / Section 92)
Declaration about receipt of a gift or property below fair market value: Section 56(2)(x) for receipts up to 31 March 2026, Section 92 of the Income-tax Act, 2025 from 1 April 2026. Covers exempt and taxable receipts.
Law version: Up to FY 2025-26 (Income-tax Act, 1961); Tax Year 2026-27 onwards (Income-tax Act, 2025)
Reply to Section 143(1) Intimation
Response to a CPC intimation under Section 143(1) for returns of FY 2025-26 (AY 2026-27) and earlier: acceptance, rectification request (Section 154) or grievance.
Law version: Up to FY 2025-26 (Income-tax Act, 1961)
Form 24Q / Form 138 — Quarterly TDS Return Cover
Cover letter for the quarterly TDS statement on salaries: Form 24Q (Section 200) up to FY 2025-26, Form 138 (Section 397(3)(b)) from Tax Year 2026-27, with Annexures I and II.
Law version: FY 2025-26 (Income-tax Act, 1961); Tax Year 2026-27 onwards (Income-tax Act, 2025)
Form 67 / Form 44 — Foreign Tax Credit Statement
Statement for claiming foreign tax credit, filed before the return: Form 67 (Rule 128) up to FY 2025-26, Form 44 under the Income-tax Rules, 2026 from Tax Year 2026-27.
Law version: FY 2025-26 (Income-tax Act, 1961); Tax Year 2026-27 onwards (Income-tax Act, 2025)
Section 80EEA Declaration — Affordable Housing Loan Interest
Declaration for the additional deduction of up to ₹1,50,000 on interest on a loan for affordable housing sanctioned between 1.4.2019 and 31.3.2022: Section 80EEA up to FY 2025-26, Section 131 of the Income-tax Act, 2025 from Tax Year 2026-27 (old tax regime only).
Law version: FY 2025-26 (Income-tax Act, 1961); Tax Year 2026-27 onwards (Income-tax Act, 2025)
12A & 80G Application Cover Letter
Cover letter for registration of a trust, society or Section 8 company and approval for donors' deduction: Sections 12A / 12AB and 80G with Form 10A / 10AB up to 31 March 2026; Form 104 / 105 under the Income-tax Rules, 2026 from 1 April 2026.
Law version: Up to FY 2025-26 (Income-tax Act, 1961); Tax Year 2026-27 onwards (Income-tax Act, 2025)
Section 87A / Section 156 Rebate Declaration
Declaration for the rebate for resident individuals: up to ₹60,000 under the new regime where total income is up to ₹12 lakh (with marginal relief just above), or ₹12,500 under the old regime up to ₹5 lakh. Section 87A for FY 2025-26; Section 156 of the Income-tax Act, 2025 from Tax Year 2026-27.
Law version: FY 2025-26 (Income-tax Act, 1961); Tax Year 2026-27 onwards (Income-tax Act, 2025)
Form 10-IEA — Opt Out of New Tax Regime
Declaration in Form 10-IEA for individuals/HUFs with business/profession income to opt out of the New Tax Regime (Sec 115BAC) and choose Old Regime — once opted out, can re-enter only once. Up to FY 2025-26 only: from Tax Year 2026-27 the option is exercised in the return itself.
Law version: FY 2025-26 (Income-tax Act, 1961)
Section 194Q TDS Declaration (Purchase of Goods)
Buyer's letter to a seller about TDS @ 0.1% on purchases above ₹50 lakh in a year: Section 194Q for FY 2025-26, Section 393(1) of the Income-tax Act, 2025 from Tax Year 2026-27. TCS under Section 206C(1H) was omitted from 1 April 2025, so only the buyer's TDS applies.
Law version: FY 2025-26 (Income-tax Act, 1961); Tax Year 2026-27 onwards (Income-tax Act, 2025)
Form 15CA / 15CB (Form 145 / 146) — Foreign Remittance
Cover letter for the remitter's declaration and CA certificate for payments to non-residents: Forms 15CA / 15CB (Section 195, Rule 37BB) up to 31 March 2026; Forms 145 / 146 (Section 393(2), Rule 220) from 1 April 2026.
Law version: Up to FY 2025-26 (Income-tax Act, 1961); Tax Year 2026-27 onwards (Income-tax Act, 2025)
Form 10F / Form 41 — Tax Residency Information (NRI DTAA)
Information a non-resident gives with a Tax Residency Certificate to claim treaty (DTAA) benefit: Form 10F (Rule 21AB) up to FY 2025-26, Form 41 under the Income-tax Rules, 2026 from Tax Year 2026-27.
Law version: FY 2025-26 (Income-tax Act, 1961); Tax Year 2026-27 onwards (Income-tax Act, 2025)
Section 89 / Section 157 Relief — Salary Arrears (Form 10E / Form 39)
Computation and declaration for relief on salary received in arrears or advance: Section 89(1) with Form 10E up to FY 2025-26; Section 157 with Form 39 from Tax Year 2026-27.
Law version: FY 2025-26 (Income-tax Act, 1961); Tax Year 2026-27 onwards (Income-tax Act, 2025)
Advance Tax Payment Cover Letter
Working note for advance tax: Sections 207-211 up to FY 2025-26, Sections 403-408 of the Income-tax Act, 2025 from Tax Year 2026-27. Instalments of 15%, 45%, 75% and 100% by 15 June, September, December and March.
Law version: FY 2025-26 (Income-tax Act, 1961); Tax Year 2026-27 onwards (Income-tax Act, 2025)
Form 35 — Appeal to CIT(A) / NFAC
Appeal memorandum in Form 35 under Section 246A to the Commissioner of Income Tax (Appeals) / NFAC, for orders relating to FY 2025-26 (AY 2026-27) and earlier years.
Law version: Up to FY 2025-26 (Income-tax Act, 1961)
Form 26AS Discrepancy Reply Letter
Reply to CPC / AO about differences between Form 26AS / AIS and the return filed, for FY 2025-26 (AY 2026-27) and earlier years.
Law version: Up to FY 2025-26 (Income-tax Act, 1961)
Section 197 / Section 395 — Nil / Lower TDS Certificate Application
Application to the Assessing Officer for a certificate authorising the payer to deduct TDS at nil or lower rate: Section 197 (Form 13) up to FY 2025-26, Section 395(1) (Form 128) from Tax Year 2026-27.
Law version: FY 2025-26 (Income-tax Act, 1961); Tax Year 2026-27 onwards (Income-tax Act, 2025)
CA Certificates (UDIN)
Net worth, turnover, Form 15CB, capital infusion — issued by qualified Chartered Accountants with UDIN.
Audit Engagement Letter (SA 210)
Engagement letter between auditor and client per Standard on Auditing (SA) 210 issued by ICAI — defines audit scope, responsibilities, fees.
Management Representation Letter (SA 580)
Standard management representation letter issued to auditor per SA 580 — covers responsibilities, completeness of information, going concern.
UDIN — Information & Application Guide
Information letter on UDIN (Unique Document Identification Number) — mandatory ICAI compliance for CA-signed documents and certificates since 2019.
CA Certificate — Net Worth (Template)
Reference template of Net Worth Certificate issued by a Chartered Accountant — for guidance only; final certificate must be issued by qualified CA with UDIN under SA 200/500/505.
CA Certificate — Turnover (Template)
Reference template of Turnover Certificate by a Chartered Accountant — for tender, MSME registration, bank purposes. Final to be signed with UDIN.
Tax Audit Engagement Letter (Section 44AB / Section 63)
Engagement letter for tax audit: Section 44AB with Form 3CA/3CB and 3CD up to FY 2025-26; Section 63 of the Income-tax Act, 2025 with Form 26 from Tax Year 2026-27. With UDIN and the ICAI Guidance Note.
Law version: FY 2025-26 (Income-tax Act, 1961); Tax Year 2026-27 onwards (Income-tax Act, 2025)
Net Worth Certificate
Issued under SA 200/500/505 with UDIN. For loans, visas, tenders, ROC purposes.
Request from a CA →Turnover Certificate
Annual turnover certificate for bank, MSME, tender purposes. UDIN required.
Request from a CA →Working Capital Certificate
Net working capital certificate for bank facility limits. UDIN required.
Request from a CA →Capital Infusion Certificate
Confirms receipt of additional capital injection. For bank loans, government subsidies, GEM portal.
Request from a CA →Form 15CB / Form 146 (Foreign Remittance)
CA certificate for payments to non-residents: Form 15CB (Section 195) for remittances up to 31 March 2026; Form 146 (Section 393(2), Rule 220) from 1 April 2026. UDIN required.
Request from a CA →Stock Valuation Certificate
Stock-in-hand certificate for bank limits, cash credit, working capital.
Request from a CA →Frequently asked questions about the templates
Are the document templates free?
Yes. The templates on this page are free to use and do not require sign-up. They are provided by SKAG and Associates, Chartered Accountants, New Delhi, for general use.
In what format are documents downloaded?
Documents are downloaded as a .doc file that opens in Microsoft Word and other word processors, so the text can be edited further before printing or signing.
Is a generated document ready to sign as it is?
A generated document is a starting draft. Agreements may need to be printed on stamp paper of the correct value, signed, and notarised or registered where the law requires, and should be reviewed by qualified legal counsel before execution.
Can a CA certificate with UDIN be generated here?
No. Certificates such as net worth, turnover and Form 15CB must be issued and signed by a practising Chartered Accountant after verifying records, with a UDIN generated on the ICAI portal. Use the request option on those templates to contact the firm.
What does coming soon mean on a template?
Templates marked coming soon are planned but not yet available to generate. The live templates in each category can be generated and downloaded now.
Related: free GST and income tax calculators · compliance calendar and guides · CA services in Delhi.