📊 Advanced Financial Compliance System
Multi-year Analysis | Tax Compliance | Growth Tracking
By Tech Saving Solution · techsavingsolution.com
By Tech Saving Solution · techsavingsolution.com
🎯 Select Entity Template
ℹ️
Choose your business structure. The layout will adjust accordingly with pre-defined fields and formats compliant with respective regulations.
Private Limited
Companies Act, 2013
LLP
LLP Act, 2008
Partnership
Partnership Act, 1932
Proprietorship
Individual
Trust
Charitable Trust
NGO / Society
Societies Act
Cooperative
Cooperative Act
HUF
Hindu Undivided Family
📌 Selected Template: Private Limited Company
This template includes compliance with:
• Companies Act, 2013 & Schedule VI
• Indian Accounting Standards (Ind AS)
• Income Tax Act, 1961
• GST Act, 2017
• ROC Filing Requirements
🏢 Company Information
📍 Basic Details
📋 Registered Address
📊 Import from Excel / CSV
ℹ️
Upload Excel/CSV file containing Balance Sheet & P&L. System will auto-detect and populate data.
Drag & Drop Excel/CSV files here
or click to select. Supports single or multiple sheets.
📋 Preview & Selection
📥 Download Template
Download a pre-formatted Excel template to ensure correct data structure:
📄 Import from PDF
ℹ️
Upload previously filed Balance Sheet or P&L from PDF. System will extract and parse financial data.
Drag & Drop PDF files here
or click to select. Supports single or multiple page PDFs.
🔍 Extraction Options
📈 Multi-Year Financial Data
✓
View and manage up to 5 years of financial data. Supports 4-5 year trend analysis.
📅 Select Years to Display
FY 2024-25
FY 2023-24
FY 2022-23
FY 2021-22
FY 2020-21
📊 Multi-Year Summary Table
| Particulars | FY 2024-25 | FY 2023-24 | FY 2022-23 | Growth % | CAGR % |
|---|---|---|---|---|---|
| Revenue from Operations | 0.00 | 0.00 | 0.00 | 0.00% | 0.00% |
| Total Assets | 0.00 | 0.00 | 0.00 | 0.00% | 0.00% |
| Net Profit | 0.00 | 0.00 | 0.00 | 0.00% | 0.00% |
| Total Equity | 0.00 | 0.00 | 0.00 | 0.00% | 0.00% |
CAGR (Compound Annual Growth Rate): Calculates the mean annual growth rate of your business over the selected period.
⚖️ Balance Sheet
Company Name
Balance Sheet as on 31st March, 2024
PAN
---
GST Registration
---
CIN
---
| ASSETS | ||
| A. NON-CURRENT ASSETS | FY 2024-25 | FY 2023-24 |
| Property, Plant & Equipment | 0.00 | 0.00 |
| Intangible Assets | 0.00 | 0.00 |
| Total Non-Current Assets | 0.00 | 0.00 |
| B. CURRENT ASSETS | ||
| Inventories | 0.00 | 0.00 |
| Trade Receivables | 0.00 | 0.00 |
| Cash and Bank Balances | 0.00 | 0.00 |
| Total Current Assets | 0.00 | 0.00 |
| TOTAL ASSETS | 0.00 | 0.00 |
| LIABILITIES & EQUITY | ||
| A. EQUITY | FY 2024-25 | FY 2023-24 |
| Share Capital | 0.00 | 0.00 |
| Reserves & Surplus | 0.00 | 0.00 |
| Total Equity | 0.00 | 0.00 |
| B. NON-CURRENT LIABILITIES | ||
| Long-term Borrowings | 0.00 | 0.00 |
| Total Non-Current Liabilities | 0.00 | 0.00 |
| C. CURRENT LIABILITIES | ||
| Trade Payables | 0.00 | 0.00 |
| Short-term Borrowings | 0.00 | 0.00 |
| Total Current Liabilities | 0.00 | 0.00 |
| TOTAL LIABILITIES & EQUITY | 0.00 | 0.00 |
💰 Profit & Loss Statement
Company Name
Statement of Profit and Loss for the Year Ended 31st March, 2024
PAN
---
Nature of Business
---
Reporting Standard
Ind AS
| REVENUE SECTION | ||
| Particulars | FY 2024-25 | FY 2023-24 |
| Revenue from Operations | 0.00 | 0.00 |
| Other Income | 0.00 | 0.00 |
| TOTAL INCOME | 0.00 | 0.00 |
| EXPENSES SECTION | ||
| Cost of Materials Consumed | 0.00 | 0.00 |
| Employee Benefits Expenses | 0.00 | 0.00 |
| Depreciation & Amortization | 0.00 | 0.00 |
| Other Expenses | 0.00 | 0.00 |
| TOTAL EXPENSES | 0.00 | 0.00 |
| PROFIT BEFORE TAX (PBT) | 0.00 | 0.00 |
| Tax Expense | 0.00 | 0.00 |
| NET PROFIT AFTER TAX (PAT) | 0.00 | 0.00 |
| Earnings Per Share (EPS) | 0.00 | 0.00 |
📊 Growth Analysis & Charts
📈 Select Chart Type
📊 Key Metrics
Revenue Growth (YoY)
+0.00%
Profit Growth (YoY)
+0.00%
Asset Growth (YoY)
+0.00%
CAGR (3-Year)
0.00%
🔄 Year-on-Year Comparison
📅 Select Years to Compare
| Particulars | FY 2024-25 | FY 2023-24 | Change (₹) | Change (%) | Trend |
|---|---|---|---|---|---|
| Revenue | 0.00 | 0.00 | 0.00 | 0.00% | — |
| Total Assets | 0.00 | 0.00 | 0.00 | 0.00% | — |
| Gross Profit | 0.00 | 0.00 | 0.00 | 0.00% | — |
| Net Profit | 0.00 | 0.00 | 0.00 | 0.00% | — |
| Equity | 0.00 | 0.00 | 0.00 | 0.00% | — |
💵 Tax Summary & Computation
📊 Tax Computation Summary
| TAX COMPUTATION FOR FY 2024-25 | |
| Particulars | Amount (₹) |
| Revenue from Operations | 0.00 |
| Other Income | 0.00 |
| Total Income | 0.00 |
| Less: Cost of Goods Sold | 0.00 |
| Less: Operating Expenses | 0.00 |
| Profit Before Tax | 0.00 |
| Add-backs (Disallowed Expenses) | |
| Personal Expenses | 0.00 |
| Entertainment | 0.00 |
| Total Add-backs | 0.00 |
| Deductions (Section 80C, etc.) | |
| Life Insurance Premium (80C) | 0.00 |
| Medical Insurance (80D) | 0.00 |
| Total Deductions | 0.00 |
| TAXABLE INCOME | 0.00 |
| Income Tax @ applicable rate | 0.00 |
| Health & Education Cess @ 4% | 0.00 |
| TOTAL TAX LIABILITY | 0.00 |
| Less: TDS Deducted | 0.00 |
| Less: Advance Tax Paid | 0.00 |
| NET TAX PAYABLE / REFUND DUE | 0.00 |
📋 Filing History & Record Management
ℹ️
Manage and track all your past tax filings, acknowledgments, and compliance records. Customizable columns as per your requirements.
⚙️ Customize Columns
| Firm Name | PAN | Filing Year | Filing Date | Ack. No. | Taxable Income | Tax Paid | TDS Deducted | Refund Due | Status | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| --- | --- | --- | --- | --- | --- | --- | --- | --- | Pending |
⏰ Due Dates & Auto-Reminders
⚠️
System automatically calculates filing due dates based on previous year data and entity type. Days remaining are highlighted.
📅 Upcoming Compliance Calendar
🏛️ Income Tax Return (ITR) Filing
Due Date:
31st July, 2024
Days Remaining:
45 days
Form:
ITR-2 / ITR-3 / ITR-4
📊 GST Return (GSTR-3B) Filing
Due Date:
10th of Next Month
Days Remaining:
10 days
Frequency:
Monthly
💼 TDS Return Filing
Due Date:
31st May, 2024
Status:
Overdue!
Days Late:
15 days
📋 Annual Audit Report
Due Date:
30th September, 2024
Days Remaining:
120 days
Requirement:
Turnover > ₹1 Cr
❓ Auto-Compliance Queries & Checks
ℹ️
System automatically raises queries based on data patterns, regulations, and industry standards. Helps identify compliance gaps.
🔍 Automatic Compliance Checks
⚠️ Query Raised: Your organization shows rent and professional-services expenses. Check whether the particular supply, supplier and effective period are covered by a notified RCM category. RCM tax is paid in cash; eligible ITC may generally be claimed subject to Section 16 conditions and proper documentation. This is not a blanket rule for every unregistered supplier.
⚠️ Query Raised: Your employee benefit expenses indicate you have workforce. Please confirm:
• Is ESIC registration active? (Mandatory if >10 employees)
• Is EPF/PF deduction made for eligible employees?
• Have you filed monthly compliance returns?
Action: Provide ESIC/EPF registration numbers and last month's contribution challan.
• Is ESIC registration active? (Mandatory if >10 employees)
• Is EPF/PF deduction made for eligible employees?
• Have you filed monthly compliance returns?
Action: Provide ESIC/EPF registration numbers and last month's contribution challan.
⚠️ Query Raised: Unsecured loans detected in balance sheet. Please confirm:
• Is the lender a related party?
• Lender's PAN number is required (₹1 Lakh+ loans)
• Interest rate and repayment terms?
• If yes to related party, disclosure required under Ind AS 24 & Schedule VI
• Is the lender a related party?
• Lender's PAN number is required (₹1 Lakh+ loans)
• Interest rate and repayment terms?
• If yes to related party, disclosure required under Ind AS 24 & Schedule VI
ℹ️ System Check: No cross-border related party transactions detected above ₹1 Crore. Transfer Pricing documentation not mandatory as per Section 92-92F. However, maintain contemporaneous documentation for all related party transactions.
ℹ️ Eligibility Check: Your business profile suggests eligibility for presumptive income scheme under Section 44AD. Confirm:
• Nature of Business (Eligible list: Shop owners, restaurants, transportation, etc.)
• Business turnover < ₹2 Cr (or ₹3 Cr from FY 2023-24)
• Books of accounts maintained?
If eligible, presumptive income = 8% of turnover (or 6% for specific businesses with e-payment > 95%)
• Nature of Business (Eligible list: Shop owners, restaurants, transportation, etc.)
• Business turnover < ₹2 Cr (or ₹3 Cr from FY 2023-24)
• Books of accounts maintained?
If eligible, presumptive income = 8% of turnover (or 6% for specific businesses with e-payment > 95%)
⚠️ Required Action: For Pvt Ltd companies, ITR must be e-filed with Digital Signature. Confirm:
• Digital Signature (Class 3) obtained?
• E-filing portal account activated?
• Physical filing is NOT accepted for companies
For Proprietorship/Partnership, e-filing is optional but recommended for Form 26AS verification.
• Digital Signature (Class 3) obtained?
• E-filing portal account activated?
• Physical filing is NOT accepted for companies
For Proprietorship/Partnership, e-filing is optional but recommended for Form 26AS verification.
📊 Query Response Summary
Queries Raised
6
Action Required
3
Info Only
2
Cleared
1
💾 Export & Print Options