Bookkeeping & Accounting

Monthly books, GST reconciliation, TDS filing, and MIS reports

Validity: Ongoing monthly engagementHandled by verified compliance experts. 100% online process.

Getting your paperwork right the first time is the biggest factor in how fast bookkeeping & accounting completes. Below is the complete document checklist — what's mandatory, what's situational, and how each item is used — so you can assemble everything before you begin.

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Documents Required

Items marked Required are mandatory; others are situational.

Monthly Data Required

Bank statements (all accounts)Required
Complete monthly statements for every bank account
Sales invoices or billing summaryRequired
All customer invoices raised during the month
Purchase bills and expense receiptsRequired
All vendor invoices and expense vouchers
Credit card statements (if applicable)
For business credit card expenses

One-Time Setup

Previous year trial balance or financial statements
For accurate opening balances
Existing Tally / accounting software data
For migration if switching systems
GST login credentialsRequired
To file monthly/quarterly GSTR-1 and GSTR-3B on your behalf

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Tips to avoid delays

Keep digital copies (PDF or clear photos) of every document ready before you start.
Make sure names and addresses match exactly across all documents — mismatches are the single most common cause of rejection.
Use current, unexpired government-issued IDs, and have both originals and self-attested copies on hand.