Everything you need to reach the right person quickly, send the right documents the first time, and know what happens next. Most delays in compliance work come from a missing document rather than a difficult problem — this page is here to prevent that.
All four reach the same people. Choosing well just gets you an answer faster.
A notice with a deadline this week, a portal problem blocking a filing, a bank or authority asking for something today. Phone first, then send the document.
Short queries, photographs of a notice or challan, confirming whether something has been filed. Convenient, and fine for most day-to-day exchanges.
Anything involving files, anything you want a written trail of, and anything where the detail matters more than the speed. Please put the entity name in the subject line.
Business restructuring, succession, a first meeting about an audit, or any conversation that works better across a table. Call ahead so the right person is free.
Sending the right set the first time typically saves several days. If something on the list does not exist yet, send what you have and say so — that is far more useful than waiting until the file is complete.
| If you need | Send us |
|---|---|
| GST registration | PAN and Aadhaar of the proprietor, partners or directors; business address proof; rent agreement and owner's electricity bill if rented; bank proof; photographs; incorporation documents for companies and LLPs |
| GST return filing | Sales and purchase registers for the period; bank statements; details of any credit or debit notes; last filed GSTR-3B and GSTR-1 |
| Income tax return | Form 16 or salary certificate; Form 26AS and AIS; bank interest certificates; capital gains statements; investment and deduction proofs; last year's return |
| Responding to a notice | The notice itself, complete and with all annexures; the return it relates to; the underlying records; any earlier correspondence on the same matter. Call before emailing if the deadline is inside a week |
| A CA certificate | The recipient's prescribed format if one exists; the purpose; the period to be certified; audited accounts or books for that period; supporting records such as bank statements, BRCs or FIRCs |
| Company or LLP registration | PAN, Aadhaar and photographs of all proposed directors or partners; address proof of the registered office; two or three preferred name options; the intended business activity |
| Trust, Section 8 or 80G | Trust deed or draft objects; details of trustees or directors; registered office proof; PAN; activity details and any accounts if the entity already exists |
| Subsidy or grant claim | Project report or DPR; fixed asset invoices and payment proof; Udyam registration; land or premises documents; commencement of production evidence; audited accounts |
Swipe the table sideways to see all columns.
Where you can, send a scan or a PDF rather than a photograph. If you are photographing a document, use good light, capture the whole page including edges, and check the text is readable before sending.
Something like ABC-Traders-GSTR3B-Jun2026.pdf saves everyone time. A file called IMG_20260806.jpg does not.
For anything over email limits, share a Google Drive or WeTransfer link rather than splitting the file across several messages.
Do not send portal passwords, OTPs or digital signature PINs over email or WhatsApp. If a credential is genuinely needed, call and give it by phone.
Always retain originals and your own copy of anything you send. We return original documents on completion, but your set should never depend on ours.
If a document has a date attached — a notice, a tender submission, a bank cut-off — say so in the first message rather than the third.
A lot of what clients ask us can be checked directly. These are the official portals — use these rather than any third-party site that offers to check on your behalf.
| Portal | Use it to |
|---|---|
| GST Portal | Check registration status, track an ARN, view filed returns, download certificates |
| Income Tax e-Filing | View Form 26AS and AIS, check refund status, see outstanding demands and notices |
| MCA Portal | Company and LLP master data, check filing status, view public documents |
| TRACES | TDS certificates, Form 16 and 16A, correction statements |
| ICAI UDIN Portal | Verify any Chartered Accountant certificate using its eighteen-digit UDIN |
| Udyam Registration | MSME registration, print your Udyam certificate, update details |
| FCRA Online | FCRA registration status, annual return filing, renewal applications |
Swipe the table sideways to see all columns.
Compliance runs on fixed dates and most of them cannot be extended. If any of the following applies, call rather than email — an email sent on a Saturday evening about a Monday deadline is a problem for both of us.
GST REG-03, income tax scrutiny, demand notices and departmental queries all carry short reply windows. Bring us the notice the day you receive it, not the week it expires.
Certificates for tenders and credit facilities are usually needed against an external cut-off. Tell us the submission date at the outset so the format can be confirmed first.
An OTP not arriving, a DSC failing, a GSTIN suspended. These are often fixable the same day if flagged early and painful if flagged late.
Banks will not process the remittance without it. If a payment is scheduled, tell us the date before the certificate work begins.
If you are unhappy with any aspect of our service, we would rather hear it directly and early.
Most issues are a misunderstanding about scope or timing and are resolved in one conversation.
If that does not resolve it, write to info.cmpatelandcompany@gmail.com marking the subject as a grievance, setting out what happened and what outcome you are looking for. It will be reviewed by CA Chiranjit Patel personally.
Chartered Accountants in India are regulated by the Institute of Chartered Accountants of India, which operates its own disciplinary mechanism for complaints against members. Details are available on the ICAI website.
Call, message or email — whichever suits. If there is a deadline attached, mention it first and we will work backwards from it.
204, Pavan Complex, Jetalpur Rd, Vishwas Colony, Vadiwadi, Vadodara, Gujarat 390020