COMPREHENSIVE

All Financial Services

A complete directory of our accounting, tax, and compliance solutions.

INTEGRATED COMPLIANCE OVERVIEW

Why Integrated Financial Compliance Matters for Every Entity

Accounting, direct taxation, indirect taxation, and corporate law are deeply interconnected. An integrated financial strategy prevents regulatory contradictions, reduces overheads, and guarantees peace of mind.

Connected Financial System

Unifying daily bookkeeping, tax calculations, and financial reporting.

01.Synchronized Accounting: Clean day-to-day transaction recording that directly feeds monthly GST returns, periodic advance tax projections, and annual balance sheets without reconciliation delays.

02.Seamless Advisory Communication: Eliminating operational silos between internal bookkeeping, GST filings, and year-end audit teams to prevent reporting contradictions.

03.Proactive Tax Planning: Embedding continuous tax planning into routine business transactions rather than scrambling at fiscal year-end deadlines.

Cascading Risk Prevention

Preventing compounding penalties, locked capital, and statutory disruption.

01.Input Tax Credit Protection: Rigorous matching of vendor invoices with government portals to prevent credit blockages, invoice mismatches, and avoidable cash-flow strains.

02.Operational Continuity: Preventing E-Way bill deactivations, GST registration suspensions, or company strike-off notices caused by delayed or defective returns.

03.Zero Penalty Exposure: Proactive management that eliminates compounding late filing fees, non-compliance fines, and interest charges across direct and indirect tax departments.

The SmartAITax Advantage

Comprehensive single-window financial governance for growing businesses.

01.Unified Single Window: A single authoritative partner managing bookkeeping, GST compliances, Income Tax filings, MCA corporate governance, and statutory audits.

02.Automated Statutory Tracking: Intelligent calendar tracking and deadline alerts ensuring every regulatory filing is completed well before statutory cutoffs.

03.Qualified Professional Oversight: Direct oversight and personalized consultation from experienced Chartered Accountants and business advisors at every milestone.

PERSONAL TAX

Individuals & Personal Taxation

Comprehensive tax return filing, salary planning, and capital gains advisory for individuals.

ITR-1, ITR-2 & ITR-3 return preparation & online filing
New vs Old Tax Regime comparative savings analysis
Capital gains computation on shares, mutual funds & properties
Advance tax calculation & quarterly installment scheduling
Form 15CA & 15CB certifications for foreign outward remittances
AIS / TIS discrepancy reconciliation & defective return rectification
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LLP & FIRM

Partnership Firms & LLPs

Registration, annual ROC filings, deed modifications, and direct taxation for firms & LLPs.

LLP incorporation & partnership deed drafting with RoF
Annual MCA filings: Form 11 (Annual Return) & Form 8 (Solvency)
ITR-5 tax filing & statutory turnover tax audit compliance
Partner remuneration & interest on capital optimization
Admission, retirement & supplementary deed modifications
Conversion of traditional partnership firm into LLP
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CORPORATE

Companies & Corporates

Company incorporation, annual ROC filings, corporate direct tax, and secretarial governance.

Private Limited, Public Limited & Section 8 company formation
Annual MCA return filings (Form AOC-4 & Form MGT-7)
Corporate tax return filing (ITR-6) & tax regime evaluation
Director KYC (DIR-3 KYC) & Board Meeting / AGM documentation
Share allotment, authorized capital increase & charge registrations
Fast-track strike-off of defunct private limited company (STK-2)
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BOOKKEEPING

Financial Accounting & Bookkeeping

Daily cloud accounting, ledger maintenance, bank reconciliation, and financial statements.

Day-to-day cloud bookkeeping (Zoho Books, Tally, QuickBooks)
Bank account, credit card & payment gateway reconciliations
Monthly Profit & Loss statements and Balance Sheet generation
Accounts payable (AP) & accounts receivable (AR) ledger management
Fixed asset register maintenance & depreciation calculations
Year-end books closing & financial statement preparation
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INDIRECT TAX

GST & Indirect Taxation

GST registration, monthly return filings, ITC reconciliation, and departmental compliance.

New GST registration, business vertical additions & amendments
Monthly & quarterly GSTR-1 and GSTR-3B return filings
Input Tax Credit (ITC) reconciliation with auto-populated GSTR-2B
Annual GST return filing (GSTR-9) & reconciliation
Letter of Undertaking (LUT) for zero-rated service & goods exports
E-Way bill generation & E-Invoicing portal onboarding
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ASSURANCE

Auditing & Assurance Services

Statutory audits, direct tax turnover audits, internal process reviews, and stock audits.

Statutory company audit under Companies Act provisions
Turnover tax audit in accordance with direct tax regulations
Internal financial controls & operational review audits
Physical stock, fixed assets & warehouse inventory verification
Management audit reports & internal governance assessments
Accounting Standards (AS) compliance & financial finalization
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VIRTUAL CFO

Virtual CFO & Financial Advisory

Strategic financial leadership, MIS reporting, cash flow management, and bank funding.

On-demand / Part-time Virtual CFO strategic advisory
Monthly Board MIS reporting, executive summaries & KPI dashboards
Cash flow forecasting, burn rate tracking & working capital reviews
Credit Monitoring Arrangement (CMA) data preparation for bank loans
Working capital limit enhancements (Cash Credit / Overdraft)
Corporate budgeting, cost optimization & financial modeling
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STARTUPS

Startup & Business Registrations

Government registrations, Startup India recognition, MSME certification, and trade licenses.

DPIIT Startup India registration & tax exemption processing
MSME (Udyam) registration & 45-day vendor payment compliance
Import Export Code (IEC) registration with DGFT
Trademark registration & intellectual property filing assistance
Professional Tax (PT), Shops & Establishments registrations
FSSAI food license & trade license procurement
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PAYROLL

Payroll & Labor Law Compliances

End-to-end payroll computation, monthly payslips, PF, ESI, and Form 16 issuance.

Monthly employee payroll calculation & digital payslip generation
Provident Fund (PF) registration, monthly ECR challan & returns
Employee State Insurance (ESIC) registration & monthly compliance
Professional Tax (PT) monthly salary deductions & statutory returns
Quarterly TDS on salary (Form 24Q) filing & employee Form 16 generation
Full and final settlement processing & leave encashment calculations
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RESOLUTION

Notice Handling & Rectification

Fast-track resolution of portal notices, AIS/26AS mismatches, and delayed tax refunds.

AIS, TIS & Form 26AS mismatch analysis & reconciliation
Defective return notice diagnosis & online portal rectification
Outstanding tax demand verification & online portal reply
Delayed income tax refund tracking & interest calculation claims
Intimation under direct tax portal verification & rectification
Departmental online grievance submission & follow-up
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