Prepare a checklist, handoff summary and document-request message. No account or file upload is needed. Entries stay in this page's memory; print or export before refreshing or leaving.

Your monthly handoff

Review your records

Choose Ready, Missing or Not applicable for each record. Leave Not reviewed when you have not checked. “Ready” is your own assessment; it does not verify documents or certify compliance.

1. Sales invoices and bills of supply in number order
2. Purchase and expense invoices
3. Credit notes, debit notes and cancellations
4. Bank statements and payment references
5. Part payments, outstanding balances and refunds
6. Advances and supporting adjustment records
7. Input tax credit supporting documents for CA review
8. Delivery challans and e-way bills, where applicable
9. Export, import and reverse-charge records, where applicable
10. Return copies and payment challans
11. Exceptions and unresolved questions
12. Secure backup of the records

Prepare your monthly handoff

Use the business records guide to organise supporting files. Mark each record as ready, missing, not reviewed or not applicable, assign a responsible person and add questions. Include additional records requested by your CA.

Share your checklist with your CA

Prepare the summary, review it, then print or save it as a PDF or export the checklist as CSV. Copy the handoff message or the request for missing records and send it yourself. Share supporting documents separately through your agreed channel.

This tool records your assessment; it does not verify documents, upload files or send messages. Entries are not saved after you leave the page. Export before closing. For outstanding customer balances, use the customer statement generator.