Finance & Tax Records
Prepare an orderly record of income, expenses and supporting papers for accounting or tax review.
The work you can prepare
Choose the task closest to the papers in front of you.
Income-tax return preparation papers
Current papers, relevant facts and review questions
Bookkeeping source-record handoff
Jurisdiction, authority and source references
TDS and payment-reference index
Dated facts linked to the supporting record
Finance review question register
Owner, open question and agreed handoff
Shape your brief.
Finance & Tax Records
Documents
- Period, entities and review purpose
- Statements, invoices and books available
- Earlier acknowledgements and missing papers
Timing
- Dates stated by the authority
- Relevant return or assessment period
- Target review with your tax professional
Review
- Review owner: Your independently retained accountant or tax professional
- List questions and missing information
- Your tax professional assesses the response
- Set the period and review purpose
- Index statements and supporting papers
- Record gaps for your professional
Agreed output: Source-record index and review questions
Scope & availability
LawAstra can organise factual records and an agreed preparation checklist. Eligibility decisions, tax or legal advice, certification, professional drafting, filing and representation require your separate engagement with the appropriately qualified professional. Government and professional fees are separate.
Know the scope.
Keep control.
Define the output, timing, fees and responsibilities before accepted work begins.
How we workWhat can the support scope cover?
Put statements, invoices, available books and earlier acknowledgement references into an agreed period-based index. Note missing records and questions about ITR, TDS or accounting for your own qualified professional. LawAstra does not compute or certify tax, prepare financial opinions, make accounting judgments or file returns.
Is income-tax return filing included?
This page covers factual record preparation, not tax computation or filing. Your separately engaged tax professional confirms the return, figures, fees and filing scope.
Can LawAstra organise bookkeeping records?
An agreed scope can group and index source statements, invoices and papers. Accounting entries, classifications, financial statements and certification remain with your chosen qualified professional.
How are missing or uncertain items handled?
They are recorded as open questions with a source reference and owner, so your professional can assess them.