BizExpress
Short answerChecklistCommon rejectionsSend to WhatsAppFAQGet discounted price
11 documents

Documents required for Accounting & MIS (2026)

One-time set-up takes a week. After that, almost everything flows in through bank feeds and a WhatsApp thread.

Checked against the current forms and the rejections we see. Last updated 19 September 2026.

Get discounted priceWhatsApp us

Price estimator

  1. 1Price
  2. 2Details
  3. 3Done
Plan

Everything in Starter, plus

  • Monthly MIS with cash flow
  • Payables and receivables tracking
  • GST and TDS data ready for filing
Compare all plans

No government fee.

  • Professional fee₹9,999
  • GST at 18% on our fee₹1,800
Total per month₹11,799

₹1,41,588 a year including GST. No government fee.

WhatsApp us

The short answer

The short answerAccounting needs a one-time set-up pack and a small monthly flow. To set up we need read-only access to your accounting software or we create it, bank statements from 1 April, and your GST and TDS logins. Every month, sales invoices, purchase bills and settlement reports come in through bank feeds and a WhatsApp thread.

Which documents do you need for Accounting & MIS?

11 documents in 3 groups. The note under each one says what format works and how recent it must be.

To set up

  • Read-only access to your accounting software, or we set up Zoho Books or Tally for youA viewer login is enough; we never need payment rights.
  • Bank statements from 1 April of the current financial year, or the last audited balance sheet as the opening positionPDF export from net banking with the bank's header; screenshots are not accepted.
  • GST login for GSTR-2B reconciliation, and TDS login on TRACESShared through a password manager or on the call, never in chat.
  • Chart of accounts or a list of how you want expenses groupedA short list is enough; we map it to the standard heads.

Every month

  • Sales invoices raised, or access to your billing or e-invoice systemA software export or a shared folder; phone photos of bills are fine.
  • Purchase bills and expense receipts, phone photos are fine
  • Payment gateway and marketplace settlement reports, if you sell onlineMonthly download from the seller or partner panel.
  • Salary sheet or HR system export, for the Complete planMonthly export with PAN for each employee.

At year end

  • Invoices for laptops, equipment or fit-out bought during the year, for the fixed asset registerA software export or a shared folder; phone photos of bills are fine.
  • Loan statements and interest certificates from banks and directors
  • Closing stock count, if you hold inventoryQuantity and cost as on 31 March, signed by you.

Why do applications get rejected?

  1. Bank statements as screenshots

    Reconciliation needs the full statement as a PDF or Excel export from net banking, with every month covered.

  2. Purchase bills without GSTIN

    A bill that does not show the supplier's GSTIN cannot be matched to GSTR-2B, so the input credit is lost. Ask suppliers for a tax invoice.

  3. Marketplace reports missing

    Amazon, Flipkart and Swiggy settlements net off commissions and TDS. Without the settlement report the sales figure is wrong.

  4. Personal and business spending mixed

    Business expenses paid from a personal account are still bookable, but each needs a bill and a note. A separate current account halves the work.

Want this as a checklist?

We send the list to your WhatsApp so you can tick it off from your phone.

Enter a 10-digit Indian mobile number starting with 6 to 9.
Enter a valid email address

Questions founders ask about Accounting & MIS documents

What do you need to set up the books?

Read-only access to your accounting software, or we set up Zoho Books or Tally for you; bank statements from 1 April of the current year or the last audited balance sheet; the GST login for GSTR-2B and the TRACES login for TDS; and a list of how you want expenses grouped.

What do you need every month?

Sales invoices raised or access to your billing system, purchase bills and expense receipts (phone photos are fine), payment gateway and marketplace settlement reports if you sell online, and the salary sheet on the Complete plan. Bank feeds bring the rest in automatically.

What is needed at year end?

Invoices for laptops, equipment or fit-out bought during the year for the fixed asset register, loan statements and interest certificates, and a closing stock count if you hold inventory. Twelve reconciled months mean the audit file is ready in April.

Do we need to share our banking password?

No. Most banks offer a read-only or view-only login, and Zoho and Tally connect through bank feeds that do not carry payment rights. Where neither exists, a monthly statement export works.

How do we send documents?

One WhatsApp thread per month, a shared drive folder, or email to a dedicated address, whichever you already use. We acknowledge each document and chase what is missing before the 5th so the books close by the 10th.

Next steps

Accounting & MIS: the full service page Cost breakdown

Sources and official references

Government fees, forms and due dates on this page are checked against these portals. Where a state or a year changes a figure, we say so on the call.

Founders also look at

On this service

Services

Free tools

Guides

Tell us what you're building. We'll send the full price today.

Or send the checklist to your WhatsApp above and start collecting.

Please add your name so we know who to reply to.
Enter a 10-digit Indian mobile number starting with 6 to 9.
Enter a valid email address

No spam. One expert replies on WhatsApp within 6 working hours.

Call an expert
WhatsAppCallGet discounted price