Fact-check notes
Last fact-checked: 2026-06-05
Income-tax, TDS, TCS, advance tax, deduction, appeal and notice positions should be verified against the active assessment year, portal utility, AIS/Form 26AS, TRACES and current notifications before filing.
This page is preparation guidance. Ask the expert to verify active law, portal forms, notifications and your documents before filing, signing or paying.
What this covers
CA Firm vs Individual CA India is an informational guide to help you understand the issue, prepare records and decide when expert help is worth it.
- Define the exact scope: filing, registration, advisory, correction, notice reply, audit, review or recurring compliance.
- Check official portal status before relying on old forms, old due dates or generic internet summaries.
- Share documents, year or period, entity type, city and deadline so the expert quote is specific.
- Ask for assumptions, exclusions, government-fee breakup, timeline and final deliverables in writing.
Who this is for
- User comparing experts on WorkIndex.
- Business owner preparing compliance records.
- Taxpayer, founder or finance team with a deadline.
- Case involving notices, filings, registration, audit or advisory.
Documents and details to prepare
- Identity, PAN/GSTIN/TAN/MCA or registration details.
- Official portal status, prior filings, challans and acknowledgements.
- Invoices, contracts, bank statements, books, payroll or transaction records.
- Notice, order, demand, deadline or expected deliverable if any.
Common mistakes to avoid
- Using future-dated or unofficial claims without checking official sources.
- Comparing quotes without sharing complete facts.
- Ignoring portal mismatch, old defaults or pending notices.
- Not separating professional fees, government fees and taxes.
How to brief the expert
- Mention city, entity type, year or period, deadline and current portal status.
- List documents available and gaps you already know.
- Ask for scope, assumptions, exclusions, fee breakup and timeline.
- Save final filings, challans, acknowledgements, workings and advice notes.
FAQs
Can WorkIndex help with this?
Yes. Post your requirement once and compare relevant experts by scope, quote, documents and timeline.
Is this page final legal or tax advice?
No. It is a preparation guide. Your expert should verify current law, portal forms, notifications and your documents.
What should I mention while posting?
Mention the year or period, city, entity type, deadline, portal status, documents available and exact output needed.