WHAT

INDIA

Tax Pre-Planning Services

Digital Accounting Services

Audit & Assurance – Back office

Payroll Services

GST Compliance

Income Tax Compliance

Transfer Pricing

FEMA Compliances

Cross Border Entity Structuring

Tax Pre-Planning Services

Client Onboarding

Information Gathering

client financials, past returns, investments

Analysis of Financial Data

income, deductions, exemptions

Review of Applicable Tax Laws

Tax Saving Strategies Discussion

investments, deductions, exemptions, etc.

Finalization of Tax Preplanning Report

Client Review & Approval

Implementation Assistance

if needed

Digital Accounting Services

Client Onboarding

Setup of Digital Accounting Tools

software selection, configuration.

Integration with Client’s
Existing Financial Systems

Training for Client Staff

if applicable

Data Migration & System Setup

Monthly/Quarterly Accounting Entries

automated/manual

Real-Time Financial
Reporting & Dashboards

Ongoing Review and Support

Audit & Assurance – Back office

Client Onboarding

Planning & Scoping of Audit

Collection of Client Data

financials, contracts, etc.

Preliminary Risk Assessment

Execution of Back-Office Audit Tasks

vouching, testing, reconciliations

Drafting of Working Papers

vouching, testing, reconciliations

Internal Review & Quality Check

Draft Audit
Report & Feedback

Finalization & Reporting to Audit Client

Payroll Services

Client Onboarding

Employee Data Collection

salary structure, deductions, PF, etc.

Setting Up Payroll Software/System

Compliance Setup

PF, ESI, TDS, etc.

Monthly Payroll Processing

Statutory Filings

PF, PT, ESI, TDS

Payslip Generation & Distribution

Reconciliation &
Variance Analysis

Year-End Reporting

Form 16 generation, annual returns

GST Compliance

Client Onboarding

GST Registration/Verification

Collection of Sales and Purchase Invoices

Reconciliation of GSTR 2A/2B with Books

Preparation of GSTR-1

Sales Returns

Preparation of GSTR-3B

Tax Payment

Filing of GST Returns

Periodic GST
Audits & Reviews

Annual GST Reconciliation

GSTR-9/9C

Income Tax Compliance

Client Onboarding

Collection of Financial Data

income, deductions, investments

Preparation of Income Tax Computation

Tax Audit

if applicable

Review of Tax Positions and Liabilities

Filing of Income Tax Returns (ITR)

Advance Tax Calculations & Filing

Ongoing Compliance

Notices, Replies

Representation Before Tax Authorities

if necessary

Transfer Pricing

Client Onboarding

Identification of International/Domestic
Related-Party Transactions

Collection of Relevant Financial Data

Selection of Transfer Pricing Method

Benchmarking Analysis

Documentation Preparation

TP Study Report, Form 3CEB, etc.

Filing of Transfer
Pricing Forms

Submission to Tax
Authorities & Follow-up

if required

FEMA Compliances

Client Onboarding

Identification of Foreign Transactions

Inbound/Outbound Investments

Collection of Documentation

FIRC, Inward Remittances, etc.

FEMA Registration

if required

Preparation of FEMA Filings

FC-GPR, FCTRS, etc.

Submission to RBI through AD Bank

Compliance
Tracking & Reporting

Advisory on FEMA Provisions

Cross Border Entity Structuring

Client Onboarding

Understanding Client’s
Global Business Objectives

Review of Tax Treaties
& Foreign Jurisdiction Laws

Advisory on Entity Type

LLC, Subsidiary, Branch

Advisory on Legal,
Tax & Regulatory Implications

Preparation of Cross-Border Agreements

Incorporation Assistance in
Foreign Jurisdiction

Ongoing Compliance

Tax Filings, Audits, etc.

WHAT

INDIA

Tax Pre-Planning Services

Client Onboarding

Information Gathering

Analysis of Financial Data

Review of Applicable Tax Laws

Tax Saving Strategies Discussion

Finalization of Tax Preplanning Report

Client Review & Approval

Implementation Assistance

Digital Accounting Services

Client Onboarding

Setup of Digital Accounting Tools

Integration with Client’s Existing Financial Systems

Training for Client Staff

Data Migration & System Setup

Monthly/Quarterly Accounting Entries

Real-Time Financial Reporting & Dashboards

Ongoing Review and Support

Audit & Assurance – Back office

Client Onboarding

Planning & Scoping of Audit

Collection of Client Data

Preliminary Risk Assessment

Execution of Back-Office Audit Tasks

Drafting of Working Papers

Internal Review & Quality Check

Draft Audit Report & Feedback

Finalization & Reporting to Audit Client

Payroll Services

Client Onboarding

Employee Data Collection

Setting Up Payroll Software/System

Compliance Setup

Monthly Payroll Processing

Statutory Filings

Payslip Generation & Distribution

Reconciliation & Variance Analysis

Year-End Reporting

GST Compliance

Client Onboarding

GST Registration/Verification

Collection of Sales and Purchase Invoices

Reconciliation of GSTR 2A/2B with Books

Preparation of GSTR-1

Preparation of GSTR-3B

Filing of GST Returns

Periodic GST Audits & Reviews

Annual GST Reconciliation

Income Tax Compliance

Client Onboarding

Collection of Financial Data

Preparation of Income Tax Computation

Tax Audit

Review of Tax Positions and Liabilities

Filing of Income Tax Returns (ITR)

Advance Tax Calculations & Filing

Ongoing Compliance

Representation Before Tax Authorities

Transfer Pricing

Client Onboarding

Identification of International/Domestic Related-Party Transactions

Collection of Relevant Financial Data

Selection of Transfer Pricing Method

Benchmarking Analysis

Documentation Preparation

Filing of Transfer Pricing Forms

Submission to Tax Authorities & Follow-up

FEMA Compliances

Client Onboarding

Identification of Foreign Transactions

Collection of Documentation

FEMA Registration

Preparation of FEMA Filings

Submission to RBI through AD Bank

Compliance Tracking & Reporting

Advisory on FEMA Provisions

Cross Border Entity Structuring

Client Onboarding

Integration with Client’s
Existing Financial Systems

Real-Time Financial
Reporting & Dashboards

Draft Audit
Report & Feedback

Reconciliation &
Variance Analysis

Periodic GST
Audits & Reviews

Identification of International/Domestic
Related-Party Transactions

Filing of Transfer
Pricing Forms

Submission to Tax
Authorities & Follow-up

Compliance
Tracking & Reporting

Understanding Client’s
Global Business Objectives

Review of Tax Treaties
& Foreign Jurisdiction Laws

Advisory on Legal,
Tax & Regulatory Implications

Incorporation Assistance in
Foreign Jurisdiction