Tax & financial records
Books, income tax, advance tax and TDS / TCS; plus GST returns, reconciliations and invoicing where applicable.
Review: income, turnover, transactions and registration status.Consultancies, agencies, SaaS & freelancers
Services & technology.
A plan beyond the first licence.
Keep your business structure, client relationships and tax records working together.
Build my compliance planYour activity gives us a starting point. The services below are areas to assess, not a mandatory package. Entity, state, municipality, turnover, products, transactions and workforce determine applicability.
01 / SET UP
Start with the foundations.
- Choose the business structure and relevant tax identifiers
- Review GST applicability, including overseas supplies
- Consider brand protection and client agreements
Business setup
Private limited company
Incorporation paperwork for a company with shareholders and directors.
Documents, process & FAQs Business setupLLP registration
Formation documents and agreement support for a limited liability partnership.
Documents, process & FAQs Business setupOne Person Company
Company formation support for a solo founder choosing an OPC.
Documents, process & FAQs Business setupSole proprietorship setup
Identify tax, premises and business registrations for the individual owner; there is no single central incorporation certificate.
Documents, process & FAQs Business setupDPIIT / Startup India recognition
Review eligibility and documentation for the startup’s own recognition application through the official route.
Documents, process & FAQs02 / RUN & REPORT
Keep the business in good order.
- Books, invoicing and income tax filings
- Applicable GST returns and TDS compliance
- Entity-specific annual and event filings
GST services
GST registration
Review applicability, registration type and the documents for an application.
Documents, process & FAQs GST servicesGST return filing
Prepare the returns relevant to your registration and filing scheme.
Documents, process & FAQs GST servicesLUT & export GST support
Review the appropriate GST route for eligible zero-rated supplies.
Documents, process & FAQs Tax & accountingBusiness income tax returns
Prepare an income tax return appropriate to your business and legal structure.
Documents, process & FAQs Tax & accountingIndividual & professional ITR
Filing support for individuals, consultants and other professionals.
Documents, process & FAQs Tax & accountingTDS / TCS returns & compliance
Review deductions or collections, deposits, statements and certificates where applicable.
Documents, process & FAQs Tax & accountingAccounting & bookkeeping
Organise transactions, ledgers, bank reconciliations and supporting records.
Documents, process & FAQs Annual & event filingsCompany annual filings
Plan financial statement and annual return filings, including relevant AOC and MGT forms.
Documents, process & FAQs Annual & event filingsLLP annual filings
Prepare applicable annual return and accounts filings, including Forms 11 and 8.
Documents, process & FAQs Payroll & local rulesPayroll & salary compliance
Organise payroll records, deductions and employee-related reporting.
Documents, process & FAQs Payroll & local rulesShops & Establishments
Identify the registration or intimation required for your premises and state.
Documents, process & FAQs03 / LICENCE & PROTECT
Check the activity-specific details.
- State premises registrations and professional tax
- Employee, payroll and workplace obligations
- Privacy, data handling and cross-border payment requirements
Trademark & IP
Trademark registration
Define the applicant, mark, goods or services and supporting evidence for a trademark application.
Documents, process & FAQs Trademark & IPPatent search & prior-art review
Coordinate a technical search and an initial patentability assessment with an appropriate IP professional.
Documents, process & FAQs Trademark & IPCopyright registration
Organise authorship, ownership, permissions and application records for eligible original work.
Documents, process & FAQs Manage your businessChange registered office
Identify the route for the proposed move, with address evidence, approvals and applicable filings.
Documents, process & FAQs Legal documentsEmployment contract / agreement
Review duties, pay, confidentiality, intellectual property and exit terms for the employment relationship.
Documents, process & FAQs Legal documentsFounder agreement
Clarify founder roles, contributions, equity expectations, IP ownership and the process for a founder’s departure.
Documents, process & FAQs Legal documentsIndependent contractor agreement
Define deliverables, fees, working arrangements, IP and liability for an independent engagement.
Documents, process & FAQs Legal documentsService level agreement
Agree measurable service commitments, support responsibilities, escalation processes and remedies.
Documents, process & FAQs Legal documentsStatement of work
Specify project deliverables, milestones, assumptions, acceptance criteria and payment terms.
Documents, process & FAQs Legal documentsPrivacy policy & data review
Map the information collected, its use, sharing and retention before preparing a suitable privacy notice.
Documents, process & FAQsTHE BUSINESS AROUND YOUR BUSINESS
Look beyond
your main activity.
Review the entity, team, premises and relationships that support your operations.
Entity & governance
Company or LLP annual filings, audit coordination, statutory records and filings when directors, partners or ownership change.
Review: legal structure, financial year and corporate events.People & payroll
Salary records, payroll deductions, EPF / ESI coverage, workplace policies, POSH and relevant contractor obligations.
Review: establishment coverage, workforce, wages and location.Premises & local rules
Shops & Establishments, professional tax, trade permissions, fire safety and other local approvals relevant to the premises.
Review: state, municipality, activity and premises use.Customers, contracts & data
Customer terms, vendor and employee agreements, IP ownership, privacy practices and relevant consumer or data protection duties.
Review: how you sell, contract, collect data and use intellectual property.Products, waste & renewals
Product declarations, licence conditions, environmental reporting, covered EPR obligations and applicable renewal requirements.
Review: product category, business role and approval conditions.YOUR NEXT STEP