GST & TDS Workflow Readiness Checklist
If every deadline feels like a crisis, the problem may be workflow readiness—not only filing. Use this checklist to prepare records in a structured way.
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What ‘Readiness’ Actually Means
Readiness means your sales, purchases, cash/bank entries, and supporting documents are organized and reviewable before the return workflow begins. It does not mean everything is perfect — it means the process is controlled enough to catch errors early.
Weekly Readiness Checklist
- Sales invoices updated and traceable
- Purchase records posted with supporting docs
- Cash and bank entries reviewed
- Vendor/customer mismatch items tracked
- HSN/item mapping checked for consistency
- TDS-relevant transactions flagged
- Outstanding queries documented for follow-up
- Approval/review notes maintained
Monthly Pre-Deadline Review
- Top-value invoices/transactions rechecked
- Unusual ledger movements reviewed
- Narration/document linkage spot check
- Bank/cash reconciliation status confirmed
- Stock-related entries (if applicable) reviewed
- Owner/accountant final checkpoint scheduled
Why Businesses Struggle
No one owns the checklist
Tasks are assumed, not assigned. Create owner + preparer + reviewer roles.
Documents arrive late
Set cut-off dates for document submission from staff/vendors.
Too many corrections at the end
Move review earlier into the month and weekly checkpoints.
No issue log
Maintain a running list of mismatches and pending clarifications.
Need help with this requirement?
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