Client No Client Name Business Name PAN DOB Type

Client Group No Client Group Name IncomeTax? GST? GSTR1 Periodicit

GST Is Composition? ROC? TDS Return? Other Compliance?? Mobile No Email ID Partner
Branch
Client No Client Name Business Name PAN DOB Type Client Group No
1 Ashok Kokate Balaji Jwells ABCD1234O 1/1/1991 Individual 1
2 Pushpa Kokate ABCD2349O 1/2/1991 Individual 1
3 Mahesh Mane Mane Electricals ABCD8978O 1/3/1991 Individual 2
4 Suraj Enterprices ABCD3489O 1/4/1991 Partnership 2
5 Ashish Badala ABCD5647O 1/5/1991 Individual 3
6 Perfect Solution Pvt Ltd ABCD6785O 1/6/1991 Company 4

Required
Good to have
Optional

# Points to Note
1 Think of client has "Person" as per Income Tax. Each person having a PAN is a client.
2 If same client has 2 business, and those businesses does not have a separate PAN, then it will be single client
3 If your office provides GST services for more than 1 state, then GST Column will be per state.
4 If for few clients, you provide GST services for all states, but not for all clients, then contact us (Madrecha Soluti
5 While client's PAN is not a mandatory field, we recommend you mention this. This will help in identifying duplic
6 "Client Group" helps in grouping family members of the client
7 If you are not entering "Client Group No", then make sure that "Client Group Name" is exactly same for all the c
If you have other data about the client such as "File Number", then you can add the columns for these data and
8
that as well. Other example can be "Client's Address" or "City"
If you have contact details of the client like - Mobile Number, Email ID, add a column and the same can be impo
9
used for client communication.
10 Check out "Example Services" sheet for possible list of services you would add in Service Master
11 If you have any doubts on how to gather these data, please contact us - Adarsh (9987166585) / Shweccha (8097
 Client Group Name Income Tax? GST? GST Periodicity GST Is Composit
Kokate Yes Yes M Yes
Kokate Yes No - -
Mahesh Mane Yes Yes Q No
Mahesh Mane Yes Yes Q No
Ashish Badala Yes No - -
Perfect Solutions Yes Yes M No

it will be single client

state.
tact us (Madrecha Solutions) to understand how you can model this case.
help in identifying duplicate clients.

exactly same for all the clients under the Group

umns for these data and we (Madrecha Solutions) can help you in importing

nd the same can be imported into Jamku. These Contact details can then be

e Master
66585) / Shweccha (8097678068) / Priya (9987106585)
ROC? TDS Return? Other Compliance?? Mobile No Email ID Partner
No 9987199871 hello@example.com
No 9987199872 beta@example.com
No 9987199873 123@example.com
No 9987199874 example@gmail.com
No 9987199875 hello@yahoo.com
Yes 9987199876 beta@example.com
Branch
Name Recurring CA CS Recommended
Accounting Yes Yes No Yes
Adoption of New AOA No No Yes Yes
Advance Tax Yes Yes No Yes
Agreement Preparation No Yes Yes No
Alteration of Memorandum of Association No No Yes Yes
Amendment in GST Registration No Yes No No
Application for DIN No No No Yes
Application for Trademark No Yes No No
Application of GST Refund No Yes No No
Appointment of Director No No Yes Yes
Auditor Appointment ADT1 Yes Yes Yes Yes
Bank Certificate No Yes No Yes
Bank Concurrent Audit Yes Yes No No
Beneficial Reporting Yes No Yes Yes
C Form Application No Yes No No
Cancellation of GSTIN No Yes No No
Certificate 15CA No Yes No No
Certificate 15CB No Yes No No
Certificate Turnover No Yes No No
Certification Other No Yes Yes No
CIT Appeal No Yes No No
CMA Report No Yes No No
Company Incorporation No No Yes Yes
Company Winding Up No No Yes Yes
Concurent Audit Yes Yes No No
Consultancy Services No Yes Yes No
Conversion of Company to LLP No No Yes Yes
Cost Audit Report Yes Yes Yes No
Cost Auditor Appointment Yes No Yes Yes
DIN Application No No Yes Yes
DIR3 KYC Yes No Yes Yes
DSC Application No Yes Yes No
ESI Payment Yes Yes No No
ESI Registration No Yes No No
ESI Return Yes Yes No No
FEMA Reporting Compliance No Yes No No
Form 16 Issue Yes Yes No Yes
Form 16A Issue Yes Yes No Yes
Form Active 22 No No Yes No
GST Letter of Undertaking for Exports No Yes No No
GST Registration No Yes No Yes
GSTR 4A Reconcilation No Yes No No
GSTR 8 TCS Yes Yes No Yes
GSTR 9 Annual return for Regular dealer Yes Yes No Yes
GSTR 9A Annual Return for Composition Dealer Yes Yes No Yes
GSTR 9C Annual Return for GST Audit Clients Yes Yes No Yes
GSTR1 Yes Yes No Yes
GSTR10 Final Return No Yes No Yes
GSTR2 Yes Yes No Yes
GSTR2A Reconcilation Yes Yes No No
GSTR3B Yes Yes No Yes
GSTR4 Composition Yes Yes No Yes
GSTR9 Annual Return Yes Yes No Yes
Income Tax 154 Rectification No Yes No Yes
Income Tax Audit Yes Yes No Yes
Income Tax Notice 1431 No Yes No Yes
Income Tax Refund No Yes No No
Income Tax Return Filling Yes Yes No Yes
Income Tax Return Revised No Yes No Yes
Income Tax Revised Return No Yes No Yes
Income Tax Strutiny No Yes No Yes
Intimation under section 143 No Yes No Yes
LIC New Policy No Yes Yes No
LIC Payment Yes Yes Yes No
LLP Incorporation No No Yes Yes
Networth Certificate No Yes Yes No
Notice 1411 No Yes No Yes
PAN Card Application No Yes No Yes
Partnership Registration No Yes No Yes
Payroll Processing Yes Yes No No
Project Report No Yes No Yes
Provisional Balance Sheet No Yes No Yes
PT Payment Yes Yes No Yes
PT Registration No Yes No Yes
PT Return Employee Yes Yes No Yes
PT Return Employer Yes Yes No Yes
RBI Fillings Yes No Yes Yes
Rera Form3 Certification Yes Yes No Yes
Rera Form5 Audit Yes Yes No Yes
Rera Registration No Yes No Yes
Resignation of Director No No Yes Yes
ROC Annual Filing Yes No Yes Yes
ROC Annual Returns AOC4 Yes No Yes Yes
ROC Annual Returns MGT7 Yes No Yes Yes
ROC Name Restoration No No Yes Yes
Scrutiny 143 Income Tax No Yes No Yes
Service Tax Notice Reply No Yes No Yes
Shops and Establishment Registration No Yes No No
Shops and Establishment Renewal No Yes No No
Society Annual Filing Yes Yes No No
Society Registration No Yes No No
Statutory Audit Yes Yes No Yes
TAN Application No Yes No Yes
TCS Payment Yes Yes No Yes
TCS Return Yes Yes No Yes
TDS 26Q Correction No Yes No Yes
TDS 26QB Property Purchase No Yes No Yes
TDS 27Q Correction No Yes No Yes
TDS 27Q Return Non resident No Yes No No
TDS Notice reply No Yes No Yes
TDS Payment Yes Yes No Yes
TDS Return 24Q Yes Yes No Yes
TDS Return 26Q Yes Yes No Yes
TDS Revised Return No Yes No Yes
Trust 12A Registration No Yes No No
Trust 80G Registration No Yes No No
Will Drafting No Yes Yes No