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Key updates · ITA 2025 · Tax & Markets

New Income Tax Act 2025 — "Tax Year" replaces Assessment Year from FY 2026-27

ITA 2025 replaces the 63-year-old Income Tax Act, 1961. "Previous Year" & "Assessment Year" unified into a single "Tax Year" — simpler filing for all taxpayers.

ITA 2025 · Section 2(107) · May 2026

SEBI mandates AMCs to display Total Expense Ratio (TER) prominently on all scheme documents

SEBI has directed AMCs to clearly disclose the TER of both Direct and Regular plans on factsheets, websites, and all investor communications — helping investors make informed choices.

SEBI Circular SEBI/HO/IMD/IMD-I · Verified

GST on Life & Health Insurance under review — Council deliberating rate reduction from 18%

The GST Council has been deliberating on reducing GST on life and health insurance premiums. Currently taxed at 18%, a reduction would directly lower premium costs for crores of policyholders.

GST Council Discussions · Status: Under Review

Nifty 50 touches 25,000 — FII inflows strongest in 18 months at Rs.38,400 Cr

FIIs net bought Rs.38,400 crore in May 2026, driven by stable macros, RBI rate pause, and India's inclusion in JPMorgan Bond Index.

NSE Data · May 28, 2026
💡 Did You Know?
1Form 16 is now Form 130 under ITA 2025. New numbering from FY 2026-27.
269 TDS sections consolidated into just 3 provisions (Sec 392, 393, 394) under ITA 2025.
3New Tax Regime standard deduction is Rs.75,000 for salaried & pensioners from FY 2025-26.
4Form 26AS is now Form 168 — 5 years of tax transaction history consolidated.
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A
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A
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FINANCIAL PLAN
"They planned our family finances — SIP for kids education, term insurance, and emergency fund. Very practical advice."
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R
Rohit Gupta
Trader, Jaipur
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TAX RETURN
"Claimed HRA, 80D, and education loan deductions I never knew about. Got ₹34,000 refund — first time ever!"
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Neha Singh
HR Manager, Noida
★★★★★
GST AUDIT
"GST audit notice handled professionally. They responded to the department within the deadline. Zero penalty paid."
T
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Startup Founder, Bengaluru
★★★★★
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ESIC
"ESIC registration and monthly filing is handled by them. No more confusion about employee coverage limits."
S
Suresh Pillai
Contractor, Thrissur
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A
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★★★★★
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"Maximised home loan tax benefits under 24(b) and 80EEA. Combined saving of ₹52,000 in taxes this year."
P
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Income Tax 2025
📋  INCOME TAX

Old Regime vs New Regime
— Find Your Best Option

Enter your income and deductions. Get an instant comparison with tax savings calculated.

Interactive Tax Calculator

FY 2025–26 (AY 2026–27)  ·  Income Tax Act 2025

Updated: Budget 2026

OLD REGIME

Gross Income
Total Deductions
Taxable Income
Basic Tax
Cess (4%)
Total Tax Payable

NEW REGIME (Default)

Gross Income
Std. Deduction₹75,000
Taxable Income
Basic Tax
Cess (4%)
Total Tax Payable
Recommended Regime
You Save

TAX SLABS REFERENCE

OLD REGIME SLABS
RATE
Up to ₹2.5L
NIL
₹2.5L – ₹5L
5%
₹5L – ₹10L
20%
Above ₹10L
30%
NEW REGIME SLABS
RATE
Up to ₹4L
NIL
₹4L – ₹8L
5%
₹8L – ₹12L
10%
₹12L – ₹16L
15%
₹16L – ₹20L
20%
₹20L – ₹24L
25%
Above ₹24L
30%
GST
🧾  GST

GST — Goods & Services Tax
Calculator & Complete Guide

GST Calculator · Rate Finder · Composition Scheme · Input Tax Credit · GSTR Filing Calendar

🧾 GST Intelligence Centre

Everything GST — calculate, understand rates, track filings

Effective: July 1, 2017 · CGST + SGST + IGST
GST Breakdown
Original Amount
Taxable Value
GST Amount
Total (with GST)
Tax Split
CGST (@%)
SGST (@%)
0%
Nil / Exempt
No GST applicable
Fresh fruits & vegetables, milk, eggs, meat (unprocessed) Cereals, pulses, flour (unbranded) Books, newspapers, maps Healthcare services, education services Agricultural produce, curd, natural honey Salt, jaggery (unbranded), betel leaves
5%
Essential Goods
& Basic Services
Packaged food items, sugar, tea, coffee, edible oils Coal, fertilisers, life-saving drugs Domestic LPG, kerosene (PDS) Rail transport (AC & 1st class), economy air travel Restaurants without AC (non-liquor) Fabric, readymade garments up to ₹1,000
12%
Standard Rate
Processed Goods
Processed/packaged food, butter, cheese, ghee Mobile phones, computers Medicines (most), medical devices Business class air travel, non-AC hotel (₹1,000–₹7,500/night) Readymade garments above ₹1,000 Movies (tickets up to ₹100), agarbatti, umbrella
18%
Standard Rate
Most Services
Most IT & software services, CA/legal/consulting services Restaurants with AC, hotel rooms above ₹7,500/night Telecom services, financial services, insurance Electronics: TVs, washing machines, ACs, refrigerators Cameras, speakers, printers, photocopy machines Paints, cement, tiles, marble, granite
28%
Luxury & Sin Goods
+ Cess on some
Cars & SUVs (+ cess 1%–22%) Tobacco, cigarettes, pan masala (+ compensation cess) Aerated drinks, cold beverages with sugar Luxury hotels, 5-star restaurants Motorcycles above 350cc Casinos, race clubs, gambling, betting
3%
Gold & Precious
Metals
Gold, silver, platinum jewellery Coins and articles of precious metals Making charges on jewellery: 5% GST Rough diamonds: 0.25% GST Cut & polished diamonds: 1.5% GST
✅ Composition Scheme
Turnover Limit₹1.5 Crore (₹75L for services)
Rate — Trader1% (0.5% CGST + 0.5% SGST)
Rate — Manufacturer2% (1% CGST + 1% SGST)
Rate — Restaurant5% (2.5% CGST + 2.5% SGST)
Rate — Service Provider6% (3% CGST + 3% SGST)
ITC Available?❌ No
Interstate Supply?❌ Not allowed
E-Commerce Allowed?❌ Not allowed
Return FilingCMP-08 (Quarterly) + GSTR-4 (Annual)
Invoice TypeBill of Supply (no tax invoice)
📋 Regular GST Registration
Turnover Threshold₹40L (₹20L for services; ₹10L NE states)
Tax Rate0% / 5% / 12% / 18% / 28%
ITC Available?✅ Yes — full ITC
Interstate Supply?✅ Allowed — IGST applicable
E-Commerce Allowed?✅ Allowed
Return FilingGSTR-1 + GSTR-3B (monthly/quarterly)
Invoice TypeTax Invoice (with GST amount shown)
E-Way BillRequired for goods movement > ₹50,000
When to choose Composition Scheme?
Best for small B2C businesses (retailers, restaurants, small manufacturers) with local customers, simple operations, and low profit margins who benefit from reduced compliance burden and lower tax rates. When to choose Regular?
Best for B2B businesses, exporters, e-commerce sellers, and anyone with significant input tax credit claims.

Input Tax Credit (ITC) allows you to deduct the GST you paid on purchases from the GST you collect on sales. You only pay the net GST (Output – Input).

Output GST (on Sales)
Input Tax Credit (ITC)
Net GST Payable
ITC Benefit
GSTR-1
Outward Supplies — Details of all sales invoices
Monthly filers11th of next month
Quarterly (QRMP)13th of month after quarter
Eligibility QRMPTurnover ≤ ₹5 crore
Penalty (late)₹200/day (₹100 CGST + ₹100 SGST)
GSTR-3B
Summary Return — Self-assessed tax liability + ITC
Monthly filers20th of next month
Quarterly (QRMP)22nd/24th of month after quarter
Tax paymentMust be paid by 3B due date
Penalty (late)₹50/day + interest 18% p.a. on tax
GSTR-9
Annual Return — Reconciliation of all monthly returns
Due DateDecember 31 of next FY
Mandatory forAll regular taxpayers
Optional forTurnover ≤ ₹2 crore
Penalty₹200/day (max 0.25% of turnover)
GSTR-9C
Reconciliation Statement — Audited financials vs GST returns
Due DateDecember 31 of next FY
Applicable forTurnover > ₹5 crore
Certified byCA or Cost Accountant
Penalty₹200/day (max 0.25% of turnover)
GSTR-2B
Auto-drafted ITC Statement — Based on suppliers' GSTR-1
Generated on14th of each month
PurposeITC reconciliation & claiming
Action neededMatch with purchase register
ITC reversalIf supplier doesn't file GSTR-1
CMP-08 / GSTR-4
Composition Dealer Returns
CMP-08 (tax payment)18th of month after each quarter
GSTR-4 (annual)April 30 of next FY
Applicable forComposition scheme taxpayers
Penalty₹200/day (max ₹5,000)
⚠️ Late Fee & Interest: Late filing attracts ₹50/day for GSTR-3B (₹20/day for nil returns). Interest at 18% p.a. on unpaid tax from due date. Consistent non-filing can lead to GSTIN cancellation. E-Way Bill mandatory for inter-state and intra-state movement of goods worth > ₹50,000.
Financial Ratios
📊  FINANCIAL RATIOS

Key Ratios Every Analyst
Must Know

Formulas, benchmarks, and plain-English explanations for 12 essential financial ratios.

💧
LIQUIDITY

Current Ratio

Current Ratio = Current Assets ÷ Current Liabilities

Measures ability to pay short-term obligations. A ratio below 1 signals potential liquidity stress.

Good: >2Okay: 1–2Danger: <1
LIQUIDITY

Quick Ratio (Acid Test)

Quick Ratio = (Cash + Receivables) ÷ Current Liabilities

Stricter than current ratio — excludes inventory. Shows real short-term financial strength.

Good: >1Okay: 0.5–1Low: <0.5
📈
PROFITABILITY

Return on Equity (ROE)

ROE = Net Profit ÷ Shareholders' Equity × 100

How efficiently a company generates profit from shareholders' money. Higher is better.

Excellent: >20%Good: 12–20%Poor: <12%
🏭
PROFITABILITY

Return on Capital Employed (ROCE)

ROCE = EBIT ÷ Capital Employed × 100

Measures efficiency of capital use. Should be higher than the company's cost of capital.

Good: >15%Okay: 10–15%Low: <10%
💹
PROFITABILITY

Net Profit Margin

NPM = Net Profit ÷ Revenue × 100

% of revenue that becomes profit after all expenses. Varies widely by industry.

IT Sector: 20%+Mfg: 8–15%Retail: 2–5%
🏗️
LEVERAGE

Debt-to-Equity Ratio

D/E = Total Debt ÷ Shareholders' Equity

Shows financial leverage. High D/E means more risk but also more growth potential if managed well.

Conservative: <0.5Moderate: 0.5–1High Risk: >2
🛡️
LEVERAGE

Interest Coverage Ratio

ICR = EBIT ÷ Interest Expense

How many times a company can pay its interest from operating profit. Below 1.5 is alarming.

Safe: >3Okay: 1.5–3Danger: <1.5
🔄
EFFICIENCY

Asset Turnover Ratio

ATR = Revenue ÷ Total Assets

How efficiently a company uses its assets to generate revenue. Higher ratio = better asset use.

Good: >1Industry varies
📦
EFFICIENCY

Inventory Turnover Ratio

ITR = COGS ÷ Average Inventory

How many times inventory is sold and replaced per year. Low ratio may signal overstocking.

High = EfficientVery High = Stockout Risk
💰
MARKET

Price-to-Earnings (P/E) Ratio

P/E = Market Price per Share ÷ EPS

How much investors pay per rupee of earnings. High P/E can mean growth expectations or overvaluation.

Value: <15Fair: 15–25Expensive: >40
📚
MARKET

Price-to-Book (P/B) Ratio

P/B = Market Price ÷ Book Value per Share

Compares market value to accounting value. P/B < 1 may indicate undervaluation.

Undervalued: <1Fair: 1–3Premium: >5
🎯
PROFITABILITY

EBITDA Margin

EBITDA Margin = EBITDA ÷ Revenue × 100

Operating profitability before non-cash & financing costs. Best for cross-company comparison.

Excellent: >25%Good: 15–25%Thin: <10%
Company Valuation
🏛️  COMPANY VALUATION

How Companies Are Valued in India

Three primary valuation methods used by investment bankers, CAs, and analysts.

01

Discounted Cash Flow (DCF)

Values a company based on its future free cash flows discounted back to present value. Most theoretically sound but requires accurate projections.

1Project Free Cash Flows (5–10 years)
2Determine WACC (discount rate)
3Calculate Terminal Value
4Discount all cash flows to PV
5Enterprise Value = Sum of PVs
Best for: DCF works well for stable, cash-generating businesses
02

Market Multiples (Relative)

Values a company by comparing it to similar listed companies using market multiples. Quick, practical, and widely used in Indian markets.

1Select comparable companies (peers)
2Calculate P/E, EV/EBITDA, P/B ratios
3Apply median multiple to subject company
4Adjust for size, growth, risk premium
5Arrive at equity/enterprise value
Key Multiples: P/E · EV/EBITDA · EV/Sales · P/B
03

Asset-Based Valuation (NAV)

Values a company based on the net value of its assets minus liabilities. Used for holding companies, real estate, and asset-heavy businesses.

1List all assets (tangible + intangible)
2Restate assets at fair market value
3Deduct total liabilities
4Net Asset Value = Fair Assets – Liabilities
5Divide by shares for NAV per share
Best for: REITs, holding cos., distressed assets, liquidation
Corporate Law
⚖️  CORPORATE LAW

Companies Act 2013 &
Corporate Compliance

Instant answers on ROC filings, MCA compliance, NCLT, SEBI, and corporate governance.

📁 ROC Filings & MCA

Annual return (MGT-7), financial statements filing, DIR-3 KYC, form due dates, penalties for non-compliance, and MCA21 portal guidance.

MGT-7AOC-4DIR-3

🤝 Company Incorporation

Pvt Ltd, OPC, LLP, Section 8 company formation. MOA/AOA drafting, DIN, DSC, name reservation, and SPICe+ form process.

SPICe+MOA/AOADIN

🏛️ Board & Governance

Board meeting requirements, committee formation (Audit, NRC, CSR), director duties, related party transactions, and LODR compliance.

LODRRPTCSR

⚠️ NCLT & IBC 2016

Insolvency and Bankruptcy Code proceedings, CIRP process, liquidation, resolution plan, financial creditor rights, and moratorium.

CIRPIBC 2016NCLT

💼 SEBI & Capital Markets

SEBI LODR regulations, SAST (takeover code), insider trading regulations, ICDR (IPO norms), and listing obligations.

LODRSASTICDR

🌍 FEMA & Foreign Exchange

FDI routes, FEMA compliance, ECB guidelines, overseas investment, compounding of offences, and RBI master directions.

FDIFEMAECB
🤖  AI ASSISTANT

Ask MyFinancePrep AI Anything

Tax, Audit, Corporate Law, Ratios, Valuation, Insurance, Stocks — instant expert answers.

MyFinancePrep AI

Finance · Law · Tax · Audit · Corporate · Valuation

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Namaste! 🙏 I'm MyFinancePrep AI — India's premier finance & law intelligence platform, powered by Captech Consultancy Pvt. Ltd.

Ask me about:
💰 Tax & GST · 🔍 Audit · ⚖️ Corporate Law · 📊 Fin. Ratios
🏛️ Valuation · 🛡️ Insurance · 📈 Stocks & MF · 🏦 Retirement

English ya Hinglish — dono chalega! 😊
Old vs New tax regime 2025-26? What is tax audit under 44AB? How to calculate SIP returns? Explain DCF valuation Term insurance vs ULIP? What is ROE and ROCE? NPS vs PPF for retirement? GST input tax credit rules? Capital gains tax on stocks? ROC filing requirements?
👥  FOR EVERYONE

Who Uses MyFinancePrep AI?

From CA students to CFOs — every financial professional and individual finds value here.

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Chartered Accountants

Quick reference on tax sections, audit standards, CARO 2020, corporate law — instantly, without hunting through PDFs.

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CFOs & Finance Teams

Financial ratio benchmarking, company valuation methods, IBC matters, and regulatory compliance at their fingertips.

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CA / CS Students

Master audit concepts, corporate law, valuation methods, and financial ratios for exams and articleship.

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Equity Analysts

Ratio analysis, valuation frameworks, sector benchmarks, and company law context for investment research.

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Business Owners

GST, TDS, ROC filing deadlines, director compliance, and tax planning without needing a full-time CA on call.

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Individual Taxpayers

ITR filing, old vs new regime comparison, 80C deductions, HRA exemption, and capital gains tax — simply explained.

ITA 2025 Mapper
📖  Official Section Mapping Utility

IT Section Mapper

Utility to check Section of Income-tax Act, 1961 vis-à-vis corresponding Section of Income-tax Act, 2025

Database: 90+ key sections mapped  ·  Effective FY 2026-27

🔢

ITA 1961

Select section number

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ITA 2025

Select new section number

🏷️

Search by Keywords

Don't remember the section?

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Start Your Search

Use any of the three options above to find section
mappings between ITA 1961 and ITA 2025.

Calculators
🧮  CALCULATORS

India's Most Comprehensive
Finance Calculators

HRA · SIP · Lumpsum · SWP · Personal Loan · Home Loan · PPF · Sukanya Samriddhi — all in one place.

🏠 HRA Exemption Calculator

Calculate your House Rent Allowance (HRA) tax exemption under Section 10(13A) of ITA 1961 / Section 11 of ITA 2025

HRA Received
50%/40% of Basic+DA
Rent Paid - 10% Basic+DA
HRA Exemption (Least of 3)
Taxable HRA

📈 SIP Return Calculator

Estimate the future value of your Systematic Investment Plan (SIP) in mutual funds

Total Invested
Estimated Returns
Total Corpus
Wealth Multiplier

💰 Lumpsum Investment Calculator

Calculate the maturity value of a one-time lumpsum investment

Amount Invested
Estimated Returns
Maturity Value
CAGR Check

💳 SWP Calculator

Systematic Withdrawal Plan — find out how long your corpus lasts with regular monthly withdrawals

Total Withdrawals
Remaining Corpus
Returns Earned

🏦 Personal Loan EMI Calculator

Calculate your monthly EMI, total interest, and total payment for a personal loan

Monthly EMI
Principal Amount
Total Interest
Total Payment

🏠 Home Loan EMI Calculator

Calculate home loan EMI, total interest outgo, and view year-wise amortization schedule

Monthly EMI
Loan Amount
Total Interest
Total Payment

📊 PPF Calculator

Public Provident Fund (PPF) — Calculate your maturity amount with annual contributions (15-year lock-in, tax-free under EEE)

Total Invested
Total Interest Earned
Maturity Value
Tax Benefit (80C)

👧 Sukanya Samriddhi Yojana Calculator

Government scheme for girl child — Calculate SSY maturity amount with EEE tax benefit

Investment Period
Total Invested
Interest Earned
Maturity at Age 21

📋 EMI Comparison Tool

Compare EMIs across different tenures for the same loan amount and rate

Audit Checklist
🔍  AUDIT

Audit Intelligence Centre
Statutory · Tax · Internal · Forensic

Everything a CA or finance professional needs — checklists, due dates, SA standards, CARO 2020

🔍 Audit Intelligence Centre

Comprehensive audit guidance for Indian professionals

ICAI Standards · Companies Act 2013
🏢 Statutory Audit
Governed byCompanies Act 2013 + ICAI SAs
Mandatory forAll companies (Pvt, Public, OPC)
Report formForm AOC-1 / Auditor's Report
AppointmentAGM — 5-year tenure
ReportingCARO 2020 applicable
Key SAsSA 700, 705, 706, 315, 330
💰 Tax Audit — Sec 44AB
Business turnoverAbove ₹1 crore
Digital businessAbove ₹10 crore
Profession receiptsAbove ₹50 lakh
Report formForm 3CA/3CB + Form 3CD
Due date30 September (AY)
Penalty0.5% of turnover or ₹1.5L
🏛️ Internal Audit
Mandatory forListed + unlisted companies (specified)
Sec 138 thresholdPaid-up capital ≥ ₹50 crore OR Turnover ≥ ₹200 crore
Conducted byCA, CMA or any other professional
Reports toAudit Committee / Board
FrequencyQuarterly (typically)
FrameworkIFC — Internal Financial Controls
🔎 Forensic Audit
PurposeFraud detection & investigation
TechniquesFund flow, Benford's Law, Data analytics
Common triggersWhistle-blower complaint, SFIO, court order
OutcomeReport for court/regulatory use
Key toolsIDEA, ACL, Excel data analytics
🌍 Bank / Concurrent Audit
Appointed byRBI / Bank Board
FrequencyMonthly / Concurrent (real-time)
ScopeLoans, advances, NPA classification
Long-form reportLFAR — submitted to RBI
Key RBI guidelinesMaster Circular — Loans & Advances
📊 Cost Audit — Sec 148
Conducted byCost Accountant (CMA)
Applicable toSpecified industries by MCA notification
FormCRA-3 (Cost Audit Report)
Due date30 September (AY)
FilingCRA-4 with MCA within 30 days

Form 3CD has 44 clauses. Key clauses every CA must check:

ClauseDescriptionKey Requirement
9Books of accounts maintainedList of books + address of maintenance
11Method of accountingMercantile or Cash basis
12Profits chargeable u/s 41Remissions, recoveries, subsidies
13Method of valuation of closing stockAny change in method to be disclosed
16Amounts debited to P&L — exempt incomeExpenditure against exempt income
17Amounts not deductible u/s 40Payments to non-residents without TDS
17AAmounts not deductible u/s 40A(3)Cash payments > ₹10,000
18Provision for payment of gratuityWhether approved fund or not
19Contribution to PF / approved fundsActual payment vs provision
20Bonus / commission — actual payment43B compliance
21Deduction u/s 43BTaxes, PF, gratuity — paid before due date?
26Tax deducted at sourceTDS complied with on all payments?
27Tax collected at source (TCS)TCS collected and deposited?
30Payments to specified personsRelated party transactions u/s 40A(2)
34Audit under other lawsOther statutory audits conducted?
36Speculation loss/profitSegregation from regular business
40TDS defaultsShort deduction, non-deduction, late payment
44Break-up of total expenditureRegistered/unregistered GST supplier split
📌 Planning & Risk
SA 200Overall objectives of auditor
SA 210Agreeing terms of engagement
SA 220Quality control for audit
SA 230Audit documentation
SA 240Fraud responsibilities
SA 300Planning an audit
SA 315Identifying risks of material misstatement
SA 320Materiality in planning
SA 330Responses to assessed risks
📌 Evidence & Procedures
SA 500Audit evidence
SA 501Inventory, litigation evidence
SA 505External confirmations
SA 510Opening balances
SA 520Analytical procedures
SA 530Audit sampling
SA 540Accounting estimates
SA 550Related party transactions
SA 560Subsequent events
📌 Reporting
SA 700Forming opinion & reporting
SA 701Key Audit Matters (KAM)
SA 705Modified opinions
SA 706Emphasis of matter paragraphs
SA 710Comparative information
SA 720Other information in documents
SA 800Special purpose frameworks
SA 805Single financial statements

Companies (Auditor's Report) Order 2020 — 21 reporting clauses:

ClauseTopicKey Check
iFixed Assets / PPEPhysical verification, title deeds, revaluation
iiInventoryPhysical verification done by management?
iiiLoans to companies/firmsCompliance with Sec 185 & 186
ivLoans, investments, guaranteesSec 185/186 compliance
vDeposits acceptedRBI/Companies Act directives complied?
viCost recordsPrescribed under Sec 148(1)?
viiStatutory duesTDS, PF, ESI, GST — regular deposit?
viiiUnrecorded incomeAny income surrendered or disclosed under IT Act?
ixDefault on loansBank/FI/Government loan repayment default?
xIPO/FPO proceedsUsed for stated purpose?
xiFraud noticedAny fraud by/on the company reported?
xiiNidhi companyNet owned fund ratio, fixed deposit compliance
xiiiRelated party transactionsSec 177/188 compliance
xivInternal auditInternal audit system commensurate with size?
xvNon-cash transactionsDirectors u/s 192 compliance
xviRBI registrationRequired under RBI Act?
xviiCash lossesCash losses in current or preceding year?
xviiiResigned auditorAny material issues reported by resigned auditor?
xixGoing concernFinancial ratios indicate going concern issues?
xxCSR spendingUnspent CSR — transferred to specified fund?
xxiQualifications by other auditorsConsolidated — subsidiary qualifications considered?
📅 Audit Due Dates (FY 2025-26)
Tax Audit Report (44AB)30 September 2026
Transfer Pricing (92E)31 October 2026
Company Statutory AuditBefore AGM (within 6 months)
Cost Audit (CRA-3)30 September 2026
CRA-4 filing30 days after Cost Audit Report
Bank Branch Audit31 May (RBI direction)
Cooperative Society AuditWithin 3 months of year-end
⚠️ Penalties — Audit Non-Compliance
Tax Audit default (44AB)0.5% of T/O, max ₹1.5L
Non-filing Form 3CA/3CB₹10,000 per default
Company — no auditCompany: ₹25,000; Officer: ₹10,000
Cost audit non-filing₹25,000 to ₹5L + ₹500/day
ICAI — misconductRemoval from membership
Balance Sheet
📑  BALANCE SHEET

Balance Sheet Intelligence Centre
Schedule III · Ind AS · Ratios

Schedule III format, key Ind AS standards, financial statement analysis, notes to accounts

📑 Balance Sheet Intelligence Centre

Schedule III, Ind AS, accounting standards reference

Companies Act 2013 · Schedule III
Balance Sheet — Equity & Liabilities side
A. Shareholders' Funds
Share CapitalAuthorised, Issued, Subscribed, Paid-up
Reserves & SurplusGeneral, Retained Earnings, Securities Premium
Money received against warrants
B. Non-Current Liabilities
Long-term borrowingsTerm loans, debentures, bonds
Deferred tax liabilities (net)Ind AS 12
Long-term provisionsGratuity, leave encashment
C. Current Liabilities
Short-term borrowingsCC, OD, short-term loans
Trade payablesMSME (≤45 days) + Others
Other current liabilitiesAdvance from customers, TDS payable
Short-term provisionsIncome tax provision, bonus payable
Balance Sheet — Assets side
D. Non-Current Assets
Property, Plant & EquipmentTangible fixed assets (net of dep.)
Capital Work-in-ProgressAssets under construction/installation
Intangible assetsGoodwill, patents, brands, software
Non-current investmentsSubsidiaries, associates, JV shares
Long-term loans & advancesSecurity deposits, capital advances
E. Current Assets
InventoriesRaw material, WIP, finished goods
Trade receivablesWithin / beyond 6 months (split)
Cash & cash equivalentsBank balance, petty cash
Short-term loans & advancesPrepaid expenses, advance tax
Other current assetsInterest accrued, MAT credit
💰 Revenue & P&L
Ind AS 115Revenue from contracts (5-step model)
Ind AS 12Income taxes & deferred tax
Ind AS 19Employee benefits (gratuity, leave)
Ind AS 37Provisions, contingent liabilities
Ind AS 20Government grants accounting
Ind AS 33Earnings per share (EPS)
🏗️ Assets & Impairment
Ind AS 16Property, Plant & Equipment
Ind AS 38Intangible assets
Ind AS 36Impairment of assets
Ind AS 40Investment property
Ind AS 116Leases (Right-of-Use assets)
Ind AS 23Borrowing costs capitalisation
📊 Financial Instruments
Ind AS 109Financial instruments — recognition
Ind AS 107Financial instruments — disclosures
Ind AS 32Financial instruments — presentation
Ind AS 113Fair value measurement
ECL ModelExpected Credit Loss — IFRS 9 aligned
🔗 Consolidation & Groups
Ind AS 110Consolidated Financial Statements
Ind AS 111Joint arrangements
Ind AS 112Disclosure of interests in other entities
Ind AS 28Investments in associates (equity method)
Ind AS 103Business combinations (purchase method)
Ind AS 27Separate financial statements
📝 Mandatory Note Disclosures
Share capitalMovement schedule, rights, restrictions
Reserves & surplusOpening + additions + closing
BorrowingsRate, security, repayment terms
Fixed assetsGross block, dep., net block schedule
Trade payablesMSME dues outstanding > 45 days
Related party transactionsNames, nature, amounts — Ind AS 24
Contingent liabilitiesTax demands, legal cases, guarantees
Segment reportingInd AS 108 — if applicable
✅ Disclosure Checklist
Auditor remunerationStatutory fee + other services
CSR spendingSec 135 — 2% of avg 3-yr net profit
Director remunerationSec 197 — max 11% of net profit
Loans to directorsSec 185 — prohibited in most cases
Deferred taxOpening, charge/credit, closing
EPS calculationBasic & diluted — Ind AS 33
Cash flow statementOperating, Investing, Financing
Indirect Method — Cash Flow from Operations
Start with Profit Before Tax, then adjust for non-cash items and working capital changes.
A. Operating Activities (Indirect)
Profit Before TaxStarting point
+ Depreciation & amortisationAdd back (non-cash)
+ Finance costs (interest)Add back
– Investment incomeDeduct (investing activity)
± Working capital changesTrade rec., inventory, payables
– Taxes paidAdvance tax + self-assessment tax
= Net OCFCash from Operations
B. Investing Activities
– Purchase of PPE/CapexCash outflow
+ Sale of PPECash inflow
– Purchase of investmentsSubsidiaries, MF, bonds
+ Sale/maturity of investmentsCash inflow
+ Interest receivedOn FD, bonds, loans given
+ Dividends receivedFrom subsidiaries/associates
C. Financing Activities
+ Proceeds from share issueIPO, rights, FPO
+ Long-term borrowings raisedTerm loans, NCDs
– Repayment of borrowingsPrincipal repayment
– Finance costs paidInterest on loans
– Dividends paidFinal + interim dividend
= Net CFFOCF + ICF + CFF = Net change in cash
ROC / MCA
🏛️  ROC / MCA

ROC / MCA Intelligence Centre
Companies Act 2013 Compliance

Annual compliance calendar, form due dates, penalty chart, incorporation guide

🏛️ ROC / MCA Intelligence Centre

Complete Companies Act 2013 compliance reference

MCA21 · Companies Act 2013
Form / CompliancePurposeDue DateApplicability
MGT-7 / MGT-7AAnnual Return60 days from AGM (MGT-7A for small/OPC)All companies
AOC-4 / AOC-4 XBRLFinancial Statements filing30 days from AGMAll companies
ADT-1Auditor appointment15 days from AGMAll companies
DIR-3 KYCDirector KYC30 September every yearAll directors with DIN
DPT-3Return of deposits / loans30 June every yearCompanies with loans/deposits
MSME-1Outstanding dues to MSMEApril 30 & October 31Companies with MSME dues >45 days
MGT-14Filing of board resolutions30 days from passingPublic companies + specific matters
CRA-4Cost Audit Report filing30 days after Cost Audit ReportSpecified industries
INC-20ACommencement of business180 days of incorporationCompanies incorporated after 2018
BEN-2Significant Beneficial Ownership30 days of receiving disclosureAll companies receiving BEN-1
LLP-11LLP Annual Return60 days from year-end (May 30)All LLPs
LLP-8LLP Statement of Accounts30 October every yearAll LLPs
ACTIVE (INC-22A)Active company taggingOne-time filingCompanies incorporated before 31 Dec 2017
📋 Incorporation Forms
SPICe+ (INC-32)Integrated incorporation form
AGILE-PRO-SGST, ESIC, EPFO, bank account, PT, GSTIN
INC-33 (eMOA)Memorandum of Association
INC-34 (eAOA)Articles of Association
DIR-3Director Identification Number (DIN)
DSCDigital Signature Certificate (mandatory)
PAN + TANAuto-allotted via SPICe+
📋 Board & Shareholder Forms
MGT-14Board/shareholder resolutions
MGT-15Report on AGM
SH-7Increase in authorised capital
SH-8Letter of offer (rights issue)
PAS-3Return of allotment
DIR-12Appointment / resignation of directors
DIR-8Disclosure by director (disqualification)
📋 Charges & Borrowings
CHG-1Creation of charge — 30 days
CHG-4Satisfaction of charge — 30 days
CHG-9Creation of charge on debentures
Condonation feeAfter 30 days: Additional fee applies
CHG-7Register of charges (internal)
DefaultPenalty on CompanyPenalty on Officer
MGT-7 — late filing₹100/day of default₹100/day of default
AOC-4 — late filing₹100/day of default₹100/day of default
Non-commencement (INC-20A)₹50,000₹1,000/day (max ₹1L)
DIR-3 KYC defaultDIN deactivated₹5,000 (reactivation fee)
Non-disclosure (BEN)₹1L + ₹500/day₹25,000 + ₹200/day
Charge non-registration₹5L to ₹25L₹1L to ₹25L
Accepting prohibited deposits5× amount or ₹1 crore (higher)Imprisonment up to 7 years
Non-maintenance of registers₹1L to ₹3L₹10,000 to ₹25,000
Failure to hold AGM₹1L + ₹5,000/day₹1L + ₹5,000/day
Sec 185 loan to director₹5L to ₹25LImprisonment up to 6 months + ₹5L-₹25L
🏢 Private Limited Company
Min directors2 (max 15)
Min shareholders2 (max 200)
Minimum capitalNo minimum (₹1 also allowed)
Name suffixPrivate Limited
Public listing?Not allowed
Typical timeline7–10 working days via SPICe+
👤 One Person Company (OPC)
Directors1 director + 1 nominee
Shareholders1 only (Indian resident)
ConversionMandatory if turnover > ₹2 crore
AGMNot required
AuditMandatory (like Pvt Ltd)
🤝 LLP
Governed byLLP Act 2008
Min partners2 (no maximum)
LiabilityLimited to contribution
Audit required?Only if T/O > ₹40L or contribution > ₹25L
No. of ROC formsLLP-11 + LLP-8 annual
📋 Key Post-Incorporation
Within 30 daysFirst board meeting, appoint auditor (ADT-1)
Within 60 daysPay subscription money to bank
Within 180 daysFile INC-20A (commencement)
AnnualAGM within 6 months of year-end
Board meetingsMinimum 4 per year (gap ≤ 120 days)
EPF & ESIC
🏦  EPF

EPF Intelligence Centre
Employee Provident Fund — Complete Guide

EPF Calculator · Contribution Rates · Withdrawal Rules · Filing Calendar

🏦 EPF Intelligence Centre

EPFO — Employee Provident Fund Organization

EPFO · EPF Act 1952 · Current Rate: 8.25%
Employee Contribution
Employer Contribution (EPF)
Total EPF Corpus
Interest Earned
📊 Contribution Breakdown
Employee to EPF12% of Basic+DA
Employer to EPF3.67% of Basic+DA
Employer to EPS8.33% of Basic+DA (max ₹1,250/month)
Employer to EDLI0.5% of Basic+DA (max ₹75/month)
Admin charges EPF0.50% of Basic+DA (min ₹500/month)
Admin charges EDLINil (NIL since 2017)
Total employer cost~13.36% of Basic+DA
📈 EPF Interest Rates History
FY 2023-248.25% p.a.
FY 2022-238.15% p.a.
FY 2021-228.10% p.a.
FY 2020-218.50% p.a.
FY 2019-208.50% p.a.
Interest creditMarch 31 every year
Interest taxabilityTaxable if contribution > ₹2.5L/year
⚙️ Applicability & Thresholds
Mandatory forEstablishments with 20+ employees
Voluntary forEstablishments with <20 employees
Salary ceiling₹15,000/month (for mandatory EPF)
Above ₹15,000Optional — can contribute on actual salary
VPFVoluntary PF — employee can contribute more
UANUniversal Account Number — portable across employers
💸 Full Withdrawal Conditions
RetirementAt age 58 — full withdrawal
Unemployment > 2 months100% withdrawal allowed
Abroad migrationFull withdrawal + EPS
Female — marriageFull withdrawal on resignation
Note on EPSEPS withdrawal only if <10 yrs service
🔓 Partial Withdrawal Reasons
Medical emergencyUp to 6× monthly salary or full amount
House purchaseAfter 5 yrs — up to 90% of EPF balance
Home loan repaymentAfter 10 yrs — up to 90% of EPF
Marriage / educationAfter 7 yrs — up to 50% of employee share
Natural calamityUp to 3× monthly wages
COVID-19 advance3 months salary or 75% — whichever is less
📋 Tax on EPF Withdrawal
After 5 continuous yearsFully tax-free (EEE status)
Before 5 yearsTaxable as salary income
TDS on withdrawal10% if PAN provided; 30% if no PAN
No TDS if amountBelow ₹50,000
Interest after retirementTaxable in year of credit
Employee contributionDeductible u/s 80C (up to ₹1.5L)
📅 EPF Compliance Calendar
Monthly ECR (challan)15th of following month
ECR filing (electronic)15th of following month
Annual return (Form 3A/6A)30 April every year
Monthly declaration (Form 5)15th — for new joiners
Exit declaration (Form 10)15th — for exits
Penalty for delayInterest 12%/year + damages 5%-25%
📝 Key EPFO Forms
Form 2Nomination form
Form 11Employee declaration on joining
Form 13EPF transfer between employers
Form 19EPF final settlement
Form 10CEPS withdrawal / scheme certificate
Form 31Partial withdrawal advance
KYC linkingAadhaar, PAN, bank account on EPFO portal
ESIC
🏥  ESIC

ESIC Intelligence Centre
Employee State Insurance — Complete Guide

ESIC Calculator · Contribution Rates · Benefits · Filing Calendar

🏥 ESIC Intelligence Centre

ESI Act 1948 — Social security for employees

ESI Act 1948 · Wage Ceiling: ₹21,000/month
Employee Contribution (0.75%)
Employer Contribution (3.25%)
Total Monthly ESIC
Annual ESIC Cost
📊 Contribution Rates
Employee contribution0.75% of gross wages
Employer contribution3.25% of gross wages
Total ESIC4% of gross wages
Wage ceiling₹21,000/month gross
Persons with disabilityEmployer: 3.25% | Employee: 0% (NIL)
No contribution ifDaily wage ≤ ₹137/day (exempt)
⚙️ Applicability
Mandatory forEstablishments with 10+ employees
Wage limitEmployees earning ≤ ₹21,000/month gross
Coverage areasImplemented areas notified by ESIC
Registration deadlineWithin 15 days of applicability
Industries coveredFactories, shops, restaurants, hotels, educational institutions
New joineeCovered from day 1 if wages ≤ ₹21,000
🏥 Medical Benefits
OPD/IPD treatmentFull free treatment at ESIC dispensaries/hospitals
Specialist careReferral to ESIC empanelled hospitals
Family coveredSpouse, children, dependent parents
Super-specialtyAvailable at ESIC model hospitals
MedicinesFree prescribed medicines
💰 Cash Benefits
Sickness benefit70% of average daily wages for 91 days
Extended sickness80% of wages for 2 years (specified diseases)
Temporary disablement90% of wages till recovery
Permanent disablement90% of wages for life (monthly)
Dependent benefit90% of wages — paid to family on death
Funeral expenses₹15,000 lump sum
👩 Maternity & Other Benefits
Maternity benefit100% wages for 26 weeks (12 if <2 children)
Miscarriage100% wages for 6 weeks
Unemployment allowanceRajiv Gandhi Shramik Kalyan Yojana
Vocational rehabilitationFree training for disabled employees
Eligibility for benefits78 days contribution in 6-month contribution period
📅 ESIC Filing Calendar
Monthly challan15th of following month
Half-yearly returnApril–Sep: by Nov 11 | Oct–Mar: by May 11
Accident/death reportWithin 24 hours of occurrence
New employee registrationWithin 10 days of joining
Penalty for late payment12% per annum interest + damages
📝 Key ESIC Forms
Form 1Employer's registration form
Form 3Return of declarations
Form 6Register of employees
Form 16Accident book
ESIC CardPehchan Card — for medical benefit
Portalesic.in / esic.gov.in
Professional Tax
💼  PROFESSIONAL TAX

Professional Tax Intelligence Centre
State-wise Slabs · Calculator · Due Dates

Professional Tax slabs for all major states — Maharashtra, Karnataka, West Bengal, Gujarat and more

💼 Professional Tax Intelligence Centre

State subject — levied under Article 276 of Constitution

Max ₹2,500/year · State subject
Monthly PT
Annual PT
Tax Deductible (80C)
🏙️ Maharashtra
Up to ₹7,500/monthNil
₹7,501 – ₹10,000₹175/month
Above ₹10,000₹200/month (₹300 in February)
Annual max₹2,500
Due date (employer)Last day of each month
🌆 Karnataka
Up to ₹24,999/monthNil
₹25,000 – ₹29,999₹150/month
₹30,000 – ₹44,999₹200/month
Above ₹45,000₹200/month
Annual max₹2,400
🏙️ West Bengal
Up to ₹8,500/monthNil
₹8,501 – ₹10,000₹90/month
₹10,001 – ₹15,000₹110/month
₹15,001 – ₹25,000₹130/month
₹25,001 – ₹40,000₹150/month
Above ₹40,000₹200/month
🌇 Gujarat
Up to ₹5,999/monthNil
₹6,000 – ₹8,999₹80/month
₹9,000 – ₹11,999₹150/month
Above ₹12,000₹200/month
Annual max₹2,400
🏙️ Andhra Pradesh / Telangana
Up to ₹15,000/monthNil
₹15,001 – ₹20,000₹150/month
Above ₹20,000₹200/month
Annual max₹2,400
NoteBoth AP & Telangana same slabs
🚫 No Professional Tax States
DelhiNo PT
HaryanaNo PT
RajasthanNo PT
Uttar PradeshNo PT
PunjabNo PT
Himachal PradeshNo PT
J&K, UttarakhandNo PT
📅 Due Dates by State
MaharashtraLast day of each month (monthly)
Karnataka20th of following month
West Bengal21st of following month
Gujarat15th of following month
AP / Telangana10th of following month
Tamil NaduQuarterly — end of each quarter
📋 Compliance Steps
Step 1Obtain PT Enrollment Certificate (PTEC)
Step 2Obtain PT Registration Certificate (PTRC) as employer
Step 3Deduct PT from employee salary monthly
Step 4Deposit with state government by due date
Step 5File PT return (annual/monthly per state)
Income TaxPT is deductible from salary income (Sec 16)
✅ Common Exemptions
Senior CitizensExempt (60+ years) — most states
Physically disabledExempt — 40%+ disability
Visually impairedFully exempt
Maternity leaveExempt during leave period (MH)
Central Govt employeesExempt in some states
Armed forces personnelExempt
Part-time workersBelow threshold — exempt
📌 Key Points
Constitutional basisArticle 276 — State & Panchayat subject
Maximum limit₹2,500 per person per year (Constitution cap)
Income Tax treatmentDeductible from salary u/s 16(iii)
Employer's own PTPTEC — employer pays own PT annually
Non-salariedSelf-employed also liable in many states
PenaltyVaries by state — typically 2× unpaid PT

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ITA 2025 — Deep Dives

Income Tax Act 2025 — Explained

Expert articles on India's new Income Tax Act 2025 — what changed, what stayed, and what it means for you.

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ITA 2025 vs ITA 1961 — 10 Biggest Changes Every Taxpayer Must Know
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