Checklist
Documents required for Balance Sheet Preparation
Keep these ready (clear photos or PDFs are fine) and share them on WhatsApp or email.
Balance Sheet
- ITR Copy
- Turnover
- Profit
ITR + Balance Sheet
- ITR Copy
- Turnover
- Profit
Who it is for
Who needs this service?
- 01Business owners applying for loans or credit limits
- 02Proprietors filing ITR-3 or ITR-4
- 03Firms participating in tenders
How it works
Step-by-step process
- 01 Share ITR copy, turnover and profit
- 02 CA prepares balance sheet and P&L
- 03 You review and approve the statements
- 04 Statements signed (and ITR filed, if bundled)
Typical timeline: Typically 1–3 working days.
Deliverables
What you receive
- Balance sheet
- Profit & loss statement
- Filed ITR (bundle option)
FAQs
Balance Sheet Preparation: frequently asked questions
Why do banks ask for a balance sheet with ITR?
The balance sheet shows your assets, liabilities and capital, which lenders use together with the ITR to assess repayment capacity.
Can you prepare a balance sheet for previous years?
Yes, based on your filed ITRs and available records for those years.
Keep exploring
Related CA & CS services
Income Tax Return (ITR) Filing
Documents & process
Project Report & CMA Data
Documents & process
Turnover Certificate
Documents & process
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