Resources
Guides, answers and official links
Plain-language help for common tax and compliance questions. For rules, forms and due dates always check the official source — they change.
Guides and articles
- Documents needed for GST registration: a practical checklistA practical checklist of the documents and details usually needed to apply for GST registration, and how to avoid the delays that come from mismatched details.
- How to prepare for income tax return filing: a step-by-step checklistA step-by-step checklist for getting ready to file an income tax return: documents to collect, statements to check on the portal and what to do after filing.
- A monthly bookkeeping routine for small businessesA simple weekly and monthly bookkeeping routine for small businesses, how to choose accounting software, and how good books make GST and tax filing easier.
Quick checklists
Documents to keep ready for your income tax return
A short checklist that saves a second trip to the office.
- PAN, Aadhaar and bank account details for refunds
- Form 16 or salary statements, if you are employed
- Form 26AS and the Annual Information Statement from the income tax portal
- Interest certificates from banks, deposits and the post office
- Rent, home-loan and property-tax records if you have house property
- Statements for shares, mutual funds or property sales
- Receipts for investments and payments you want to claim
GST basics for a new business
The questions to settle before and just after registering.
- Whether your supplies and turnover make registration necessary — ask before you apply
- What documents the application asks for, including proof of your business address
- Issuing proper tax invoices once you are registered
- Which returns apply to you and how often they are filed
- Keeping purchase and sales records so returns and books agree
Choosing a business structure
The trade-offs between proprietorship, partnership, LLP and company.
- Liability: whether the owners are personally responsible for the business
- Funding: how easily outside money can be brought in
- Compliance: every structure has filings; some have more than others
- Tax: how the business and the owners are taxed differs by structure
- Flexibility: how easy it is to change structure later
What is TDS, and who has to deduct it?
A plain-language introduction.
- Tax deducted at source means tax is deducted when certain payments are made, then deposited with the government
- Salaries, rent, professional fees and contractor payments are common examples
- The person paying usually needs a TAN and files periodic statements
- The person who was paid can see the deduction in their Form 26AS
- Rates and thresholds change, so check the current rule for each payment
Keeping simple books for a small business
Habits that make every filing easier.
- Record every sale, purchase and expense, with the bill or voucher
- Reconcile the bank statement with the books every month
- Keep personal and business money separate
- Store invoices and papers by financial year
- Share records with your accountant regularly, not once a year
Preparing for a first meeting with an accountant
What to bring and what to ask.
- Your latest income tax return and, for a business, recent financial statements
- Any notices or letters you have received
- A list of the registrations the business already has
- The decisions you are considering, such as starting a business or buying property
- Questions about who will do the work, how you will be updated and how documents are shared
Frequently asked questions
What services does Patel & Co. provide?
Income tax filing, GST registration and returns, TDS and TCS compliance, accounting and bookkeeping, company and business registration, ROC filing and compliance, and business and tax advisory.
Where are you based?
We are based in Modasa, Aravalli district, Gujarat, and serve clients across the district. Much of the work can be done with documents and the government portals, so we also help clients elsewhere.
How do I get started?
Use the "Chat on WhatsApp" button on the home page or the contact page. Tell us what you need and we will reply with what we need to see and how we can help.
Which documents will you need from me?
It depends on the service. Each service page lists the documents commonly needed, and we will confirm the exact list when you get in touch.
Can I share documents without visiting the office?
Yes. Existing clients can upload documents in the private client portal, and we can also receive clear scans or photographs.
Do you tell me about due dates?
We track the dates that apply to your filings and keep you informed. Due dates are set by the authorities and change, so we always work from the dates they publish.
Is the information on this website advice?
No. It is general information. Tax and compliance rules change, so please speak to us before acting on your own situation.
How is my information protected?
The client portal requires a sign-in and each client sees only their own information. See our privacy policy for how the website handles personal information.
Important filing information
Due dates, forms, fees and thresholds are set by the authorities and are revised from time to time, so we do not print them here. These are the official places to check:
- Income Tax e-filing portal(opens in a new tab)Returns, Form 26AS, Annual Information Statement, notices and due dates.
- GST portal(opens in a new tab)Registration, returns, payments and the latest GST announcements.
- Ministry of Corporate Affairs(opens in a new tab)Company and LLP filings, forms and notices.
- TDS-CPC / TRACES(opens in a new tab)TDS statements, certificates and corrections.
This page is general information, not personal advice. Tax law, forms and due dates change, so please confirm the current position with us or on the official portals before acting.
Speak to PATEL & CO.
Tell us what you need and we will reply with what we need to see and how we can help.