Claude Skills by amit-voais

Estimate current-year income, build the advance tax instalment schedule, compute interest u/s 234A, 234B and 234C with a script, tie every challan to 26AS, and prepare the e-Pay Tax challan (advance tax 100, self-assessment 300, regular assessment 400) for the CA to pay. Covers the 44AD/44ADA single instalment, resident senior citizens, and 234C relief for capital gains arising later in the year. Typical asks - "advance tax kitna bharna hai", "15 December ki installment", "234B 234C interest ...

Audit fieldwork support for statutory, tax and internal audits - build the working paper file (index, lead schedules, analytical review of the trial balance, ratios, ledger scrutiny area by area, voucher sampling, tick marks, review points), pull Form 3CD and CARO data from the ledgers with source references, test internal financial controls (IFC under s.143(3)(i), or SOX 404 for US-linked groups) with sample sizes, evidence standards and deficiency classification, and draft management letter...

Book a client's bank statement and reconcile it to the books. Proves the statement (running balance ties), puts every entry on a ledger, gives a Tally import file, then prepares the BRS with timing items, unrecorded bank entries, proposed journal entries and 40A(3)/269ST/director-transfer flags. For clients who hand over a bank statement instead of books, and for month-end or year-end BRS. Typical asks - "iska bank statement book kar do", "HDFC ka Aug statement Tally me daalna hai", "statemen...

Draft client mails and WhatsApp messages for a CA firm - deadline reminders, document requests, filing confirmations, queries, fee notes, covering mails, meeting follow-ups. One topic per mail, every figure traceable to a working paper, every rate or due date sourced. Drafts only; the CA reviews and sends from their own mail or WhatsApp. Typical asks - "client ko reminder mail bana do", "documents mangwane ka mail likho", "is hafte ke due dates sab clients ko bhejne hai", "WhatsApp pe short u...

Keep a CA firm's client folders in order - one folder per client, FY and area sub-folders, a one-page CLIENT.md, dated file names - and file loose documents (GSTR PDFs, 26AS, AIS, Form 16, challans, notices, bank statements, invoice registers) from the folder where the CA drops files into the right client, FY and area. Proposes every move and moves only on a yes; never deletes or renames raw files. Typical asks - "ye files sahi folder me daal do", "naye client ka folder bana do", "folder saaf...

Review a contract, agreement, NDA, rent/lease deed, vendor or service agreement, shareholders' agreement or engagement letter under Indian law, say what it binds the client to, rate each clause RED/AMBER/GREEN, draft the pushback, triage an incoming NDA, and run the pre-signature check and signing order. Use for "contract review karo", "is agreement me risk kya hai", "NDA theek hai kya", "rent agreement check karo GST registration ke liye", "sign karne se pehle dekh lo".

Research an Indian tax, GST, company-law or labour-law question from the statute, notifications, circulars and rulings, with a short answer, confidence, authority table and sources. Also finds and weighs case law (ITAT, High Court, Supreme Court, AAR/AAAR) and sweeps new CBIC, CBDT, MCA, EPFO and ESIC circulars and notifications for a client list. Typical asks - "is par research karo", "koi judgment hai 194J vs 194C par", "43B(h) ka latest circular", "is mahine kya naye notifications aaye", "...

Always-on rules for Indian CA work - every rate, threshold, due date, late fee, form, section or notification needs a source in front of you; every figure traces to a file and cell; rules checked for the right FY/AY; fail loud on out-of-scope cases; validate PAN, GSTIN, TAN, CIN; and never say done without fresh verification (recompute totals, reopen the file, list what the CA must check). Typical asks - "pakka hai?", "source kya hai", "done ho gaya?", "check karke batao", "ye figure kahan se...

Prepare financial statements from a trial balance - Schedule III (Division I for AS, Division II for Ind AS) balance sheet, statement of profit and loss, cash flow statement and notes for companies, and the ICAI format for LLPs, firms and proprietors - with ledger-to-line mapping, a tie-back to the TB, comparatives, ratio disclosures, period-end adjustments and a material-variance list. Also monthly / quarterly MIS P&L against prior period and budget. Typical asks - "balance sheet bana do", "...

Compute gratuity (Payment of Gratuity Act), statutory bonus (Payment of Bonus Act) and leave encashment (state shops and establishment Act, Factories Act or policy) for one employee's full and final or a whole payroll, with part-year rules, the tax exemption split, and the year-end provision schedules and journal entries. Typical asks: "gratuity calculate karo", "F&F me gratuity kitni banegi", "bonus kitna dena padega", "leave encashment provision banao".

Change or end a GST registration - REG-14 core and non-core amendment, REG-16 cancellation by the taxpayer with stock and ITC reversal working, REG-17 show cause and REG-18 reply, REG-21 revocation, and the GSTR-10 final return. Prepares every field, working and draft reply, stops at EVC/DSC. Typical asks - "GST me address change karna hai", "partner add karo", "GST number cancel karwana hai", "cancellation notice aaya hai", "revocation file karo", "GSTR-10 bharna hai".

Build GSTR-9 and GSTR-9C for a GSTIN and FY - applicability and relaxations for the year, books vs GSTR-1 vs 3B vs 2B reconciliation, the tables that break (4, 5, 6, 8, 10-14, 17-18), ITC split, DRC-03 for short payment, the 9C turnover and ITC walk with reasons, and the certification handover. Typical asks - "GSTR-9 bana do", "annual return FY 2025-26", "9C reconciliation", "Table 6 ITC split", "8A vs 3B difference kyun hai".

Day-to-day e-way bill and e-invoice work - when an EWB is needed, EWB-01 Part A and Part B, bulk upload file, vehicle update, EWB-02 consolidated bill, extension, cancellation, rejection and blocking, EWB-03/04; e-invoice applicability, IRN and QR, cancellation; and reconciling the IRN list and e-way bills to the sales register and GSTR-1. Typical asks - "e-way bill bana do", "vehicle number update karo", "EWB extend karna hai", "IRN cancel karo", "e-invoice vs GSTR-1 match karo".

File the export LUT in RFD-11 and build a GST refund claim in RFD-01 - pick the ground and statement (export under LUT, inverted duty, SEZ, wrong head, excess payment, excess cash ledger), invoice-level working paper with Net ITC and adjusted total turnover, portal filing up to the signature, the RFD-03 deficiency reply, RFD-08/09 and tracking RFD-02 to RFD-06. Typical asks - "LUT file karo", "export refund claim", "inverted duty refund", "RFD-01 bana do", "deficiency memo aaya hai", "refund ...

New GST registration (REG-01) end to end - intake sheet from the PAN, Aadhaar, rent agreement and bills the CA gives, a document checklist by constitution, Part A up to the TRN, every tab of Part B with uploads, stopping only for captcha, OTP and the Aadhaar/EVC/DSC verification; then REG-03 query, REG-04 reply and REG-06 certificate tracking. Typical asks - "naya GST number lena hai", "GST registration kar do", "Part B bhar do", "TRN aa gaya aage karo".

Build a client's monthly or quarterly GSTR-1 portal JSON from their sales register (Tally, Busy, Zoho, Excel or any export) and a GSTR-3B working paper with output tax, ITC from 2B, set-off, interest and late fee. Checks credit notes, minus lines, place of supply vs IGST/CGST, header discounts and the HSN rule. Typical asks - "GSTR-1 bana do", "Aug ka GSTR-1 JSON", "3B working ready karo", "sales register se GSTR-1", "kitna tax cash me bharna hai".

Reconcile a month's GSTR-2B with the client's purchase register - download 2B from the GST portal in the CA's own logged-in browser, run the Fortax engine to match, judge the leftover pairs (typos, dropped prefixes), and give ITC to claim now, ITC at risk, GSTR-3B Table 4 figures and supplier follow-up drafts. Typical asks - "Aug ka 2B reconcile karo", "ITC kitna claim karein", "2B vs books", "supplier ne file kiya ki nahi", "2B download kar do".

Build and keep a client's employment compliance calendar in India — PF ECR, ESI, professional tax per state, salary TDS and 24Q / Form 16, bonus return, shops or factory renewal, contract labour — plus the statutory registers, displays, nominations, POSH duties, the Labour Codes check and the annual sweep, as a sourced spreadsheet the CA runs from. Typical asks: "HR compliance calendar banao", "PF ESI PT ki due dates", "kaunse registers maintain karne hain", "labour law compliance checklist".

Draft employment letters for a client company from the firm's own templates — offer, appointment, probation extension, confirmation, increment, transfer, warning, show cause, acceptance of resignation, relieving and experience certificate — filling only instructed terms, leaving signature and date blank, matching the salary structure file, and flagging bonds, non-competes, misconduct and termination for legal review. Typical asks: "offer letter banao", "appointment letter draft karo", "reliev...

India's Digital Personal Data Protection Act, 2023 and DPDP Rules, 2025 for a CA and client — does the Act apply, data fiduciary duties (notice, consent, legitimate uses, security, breach intimation, erasure, processor contracts), data principal rights and grievance, children's data, Significant Data Fiduciary duties, consent managers, transfers abroad, exemptions, the Data Protection Board and the penalty schedule — and a gap assessment with a compliance checklist. Use for "DPDP lagega kya",...

Work the income tax e-filing portal (incometax.gov.in) end to end for a client - new taxpayer registration, representative assessee requests, bank account validation and refund nomination, Aadhaar-PAN and contact checks, downloading 26AS, AIS, TIS, pre-filled JSON and filed returns, uploading the ITR and comparing the preview - then stop at the CA's e-verification. Typical asks - "portal pe register karo", "26AS aur AIS download karo", "bank account validate nahi ho raha", "pre-filled JSON ni...

After an income tax return is filed - read the 143(1) intimation against the computation line by line, choose between rectification u/s 154, revised return u/s 139(5), a 139(9) defect response or appeal, prepare the rectification or the response to outstanding demand, and chase a failed or adjusted refund (refund reissue, section 245). Typical asks - "143(1) intimation aaya hai demand dikha raha", "TDS credit nahi mila", "rectification file karni hai", "refund fail ho gaya reissue karo", "245...

Prepare an Indian income tax return end to end for an individual or HUF, from the client's documents to a validated return the CA submits. Collects Form 16, AIS, TIS, 26AS, broker P&L and proofs; reconciles them; computes every head and both regimes with scripts; picks ITR-1/2/3/4; runs the rule checks; builds the data pack and hands over payment, submission and e-verification. Typical asks - "ITR bana do", "Form 16 aur AIS se return file karna hai", "old vs new regime kaunsa sasta", "26AS ma...

Prepare correct double-entry journal entries with narration, supporting working and a review checklist - month-end and year-end provisions and accruals, depreciation (Companies Act Schedule II), prepaid amortisation, salary and PF/ESI/PT/TDS provisions, revenue deferral, GST and TDS entries, rectification entries from a BRS or reconciliation - in a layout the accountant can post or import. Typical asks - "JV bana do", "provision entry pass karni hai", "depreciation ki entry", "salary payable ...

Look up any Indian compliance fact (GST, income tax, TDS, MCA, PF/ESI due date, rate, threshold, slab, late fee, penalty, form, section, notification) in Fortax's sourced knowledge base before answering, then shape the answer verdict first, workings, rule and source with the captured date. Use it even when you think you know the answer. Typical asks - "GSTR-3B kab tak file karni hai", "234F late fee kitni hai", "GST registration threshold kya hai", "TDS rate on rent", "AOC-4 due date".

Prepare a legal briefing for a CA firm or its client from the client folder (and mail/calendar if connected) — a daily list of legal items needing attention, a topic brief, an incident brief (legal notice, data breach, raid, dispute), a meeting brief for a negotiation, board or regulator meeting with action-item tracking, or a vendor agreement status with gaps and expiry dates. Use for "aaj legal me kya pending hai", "is vendor ke saath kya agreements hain", "board meeting ki taiyari", "legal...

Before a client launches something new (a product, referral or cashback scheme, app feature, marketing campaign, foreign deal, data project), list the Indian laws, registrations and approvals it touches, the requirements met and unmet, and rate each legal risk by severity x likelihood with when to take an advocate. Indian law first; GDPR/CCPA only when the client really has that data. Use for "yeh karne se pehle kaunse compliance lagenge", "legal risk kitna hai", "risk assessment memo bana do...

Draft a reply to a routine legal inquiry for a client from a template — a DPDP data principal request (access, correction, erasure, grievance), a document preservation notice, a vendor's legal question, an NDA request, a privacy inquiry, an acknowledgement of a summons or legal notice, an insurance claim intimation — and stop with an escalation note when the matter should not get a template reply. Use for "is request ka jawab draft karo", "customer ne data delete karne bola hai", "legal notic...

LLP work on MCA end to end — RUN-LLP and FiLLiP incorporation, drafting the LLP agreement and filing Form 3, Form 4 partner and designated-partner changes, DPIN KYC, and the annual Form 11 and Form 8 with the audit-threshold check — prepared up to the DSC and payment. Typical asks: "LLP banana hai", "LLP agreement draft karo", "partner add/remove karna hai", "Form 8 Form 11 pending hai".

MCA / ROC annual compliance for a company or LLP — AOC-4 (CFS, XBRL), MGT-7 / MGT-7A, ADT-1, DIR-3 KYC, DPT-3, MSME-1, LLP Form 11 and Form 8 — as a filing matrix with due dates, late fees, prerequisites, draft board resolutions and an attachment checklist, stopping before upload and payment. Typical asks: "ROC filing kab tak hai", "AOC-4 MGT-7 bharna hai", "annual filing pending hai kya", "late fee kitni lagegi".

Register, modify or satisfy a company charge on MCA (CHG-1, CHG-9, CHG-4, condonation in CHG-8) and file resolutions in MGT-14 — deciding which resolutions actually need filing, reading the security documents, and drafting the notice, agenda, resolution and minutes behind them — prepared up to the DSC and payment. Typical asks: "bank loan ka charge create karna hai", "loan close ho gaya, charge satisfy karo", "MGT-14 file karna padega kya", "special resolution draft karo".

Director and DIN work on MCA end to end — DIR-3 new DIN, DIR-3 KYC eForm vs KYC-WEB, DIR-6 changes, DIR-12 appointment and resignation with DIR-2 and DIR-8, DIR-11, DIR-9 and disqualification under section 164, and deactivated DINs — prepared up to the DSC, OTP and payment. Typical asks: "naya director add karna hai", "director resign kar raha hai", "DIN deactivate ho gaya", "DIR-3 KYC karna hai".

Incorporate a private, public, OPC, section 8 or producer company in India on the MCA V3 portal — name check (MCA and trademark register), RUN or SPICe+ Part A, Part B, AGILE-PRO-S (INC-35), INC-9, e-MoA (INC-33) and e-AoA (INC-34), office proof and the pre-scrutiny fix-up — prepared up to the DSC and payment. Typical asks: "company incorporate karni hai", "pvt ltd registration", "SPICe+ bharna hai", "naam available hai kya".

Business registrations in India — Udyam (MSME) registration and update, Importer Exporter Code on DGFT with its annual update, FSSAI basic registration, state or central licence and renewal on FoSCoS, and Startup India DPIIT recognition — eligibility check, documents and every portal field, prepared up to the client's Aadhaar OTP, e-sign, payment or submit. Typical asks: "Udyam certificate chahiye", "IEC banwana hai", "FSSAI license kaunsa lagega", "startup recognition apply karo".

Read an Indian tax notice completely and draft a point-wise reply for the CA to file - income tax 143(1) adjustment, 139(9) defective return, 142(1), 143(2), 148/148A, and GST ASMT-10, DRC-01, DRC-01A. Extracts DIN, section, due date and amounts, builds a facts-and-evidence table and the reconciliation (26AS/AIS vs return, GSTR-1 vs 3B, 2B vs 3B), cites only verified law, and lays out the next steps. Typical asks - "notice aaya hai reply draft karo", "ASMT-10 ka jawab", "139(9) defective retu...

Run a client's monthly payroll in India — read attendance, joiners, leavers and arrears; build a formula-driven salary register from gross to net with PF, ESI, professional tax and salary TDS; tie the register to the bank file, ECR, ESI file, PT and TDS challans and the salary journal; and prepare payslips, the bank transfer file and draft challans and returns, stopping before any payment or portal submit. Typical asks: "is mahine ki salary banao", "payroll run karo", "PF ESI challan working ...

Employer registrations in India — the applicability check for EPF and ESI coverage, PF and ESI code registration through Shram Suvidha, professional tax employer registration and enrolment state by state, and shops and establishment registration — with the documents, portal fields and the monthly obligations each registration starts, prepared up to the DSC, e-sign, payment or submit. Typical asks: "PF ESI registration karna hai", "PF kab se lagega", "PT registration kaunse state me", "shop ac...

Read documents and pull their figures into a checkable sheet - text and tables from PDFs (26AS, AIS, GST ledgers and challans, bank statements, notices, invoices, annual reports) with pdfplumber, OCR for scans, and a long-screenshot method for pages too tall for one image (a web page in any browser or screenshot tool, or a tall PDF / image file) that reads in overlapping slices and stitches on the overlap so no digit is lost. Also answers "what is this, what does it say" about an open page, f...

Make a client mail, notice reply, deadline reminder or WhatsApp message read like the firm wrote it, not like an AI drafted it - removes the tells (not-X-but-Y, triads, inflated words, staged openers, bold labels, leftovers) without changing a single figure, date, section or condition. Run it on anything before it leaves the office. Typical asks - "isko natural bana do", "AI jaisa lag raha hai, theek karo", "mail ko thoda simple karo", "reply ki language tight karo".

Working method for CA jobs bigger than a reply - scope a vague ask into a five-line brief the CA confirms, write a plan with blockers first and one action per step, run it step by step ticking the plan and stopping instead of guessing, and run the same return for several clients in parallel with one checklist and one consolidated status table. The last step is always the CA's filing. Typical asks - "Sharma ji ka kaam kar do", "is mahine ke saare GSTR-1 nikalo", "audit file ready karni hai, pl...

Work an Indian government portal (GST, income tax, TRACES, MCA, EPFO, ESIC, e-way bill, e-invoice, DGFT, IP India, Udyam, state PT and labour sites) with the CA - open it, read and download returns, 2B, ledgers, 26AS/AIS, notices, fill forms from the working paper and check every value, give the exact click path when stuck, and learn a new portal. Passwords, OTP, captcha, DSC/EVC, payment and the final Submit/File click always stay with the CA. Typical asks - "GST portal kholo Sharma Traders ...

Reconcile two sets of records that should agree and explain every difference before any adjustment - books vs return (GSTR-1/3B/2B vs registers, 26AS/AIS vs books), control account vs subledger (debtors, creditors, fixed asset register, stock), bank vs books, related-party / group balances, a trial balance that does not tie. Narrows the gap to rows, tests one cause at a time, categorises reconciling items, ages them and states what stays open. Typical asks - "difference nikalo", "2B aur books...

Build a fully cited research report on an Indian tax, GST, company-law or business question - cite statute to section, sub-section and clause, notifications and circulars by number and date, rulings by bench, case and order number, with the date each was checked. Runs a lead-plus-subagent pipeline with a citation registry, evidence families, counter-review and a final verification pass. Also covers company due diligence from public records. Typical asks - "fully cited research note chahiye", ...

Break an Indian employee's CTC into salary components (basic, DA, HRA, allowances, reimbursements, bonus, employer PF and NPS, gratuity) and show what each does to PF wages, ESI coverage, professional tax and taxable salary under both tax regimes — as a formula spreadsheet with options and the special-allowance PF exposure, leaving the choice to the CA. Typical asks: "CTC breakup banao", "salary structure tax efficient karo", "basic kitna rakhein PF ke liye", "ESI se bahar kaise rakhein".

Prepare quarterly TDS/TCS returns (24Q, 26Q, 27Q, 27EQ) from the deduction register - PAN checks, section-wise rate and threshold checks, short and late deduction interest, challan mapping, 234E fee - and work TRACES beyond the return - deductor registration, Form 16/16A/27D downloads, conso file, justification report, reading a default, online and offline corrections, and section 197 lower deduction certificates. Stops before FVU upload, OTP, DSC, payment and Submit. Typical asks - "26Q ka w...

Indian trademark work from search to renewal — IP India public search, Nice class selection, word vs device mark, applicant category and fee slab, user affidavit and a prepared TM-A; then status check, examination report reply, hearing brief, Trade Marks Journal and opposition / counter-statement, certificate, and renewal on TM-R — prepared up to the CA's payment, e-sign and submit. Typical asks: "brand ka trademark karna hai", "TM search karo", "objection aaya hai reply banao", "trademark re...

Explain the movement between two periods, or budget vs actual vs forecast, line by line with the reason for each - price / volume / mix decomposition, headcount and salary variances, expense-category analysis, materiality thresholds, narratives that name the driver, text or Excel waterfall bridges, forecast accuracy and trends. For MIS reviews, audit analytical procedures, the Schedule III ratio note (reasons for change over 25%) and bank / investor questions. Typical asks - "variance analysi...

When a portal rejects something, an upload bounces, a submit times out, a figure will not tie, the engine returns an error, or a step that worked last month breaks - stop, keep the exact error text, find the cause on a triage ladder (did it fail, session, input, portal, data, us), fix the cause, change the approach instead of retrying blind, and never touch a submit or payment that may have gone through. Typical asks - "error aa raha hai", "upload nahi ho raha", "submit ke baad page atak gaya...

Build or edit an Excel workbook with Python (openpyxl) the way a CA's working paper should be - live formulas instead of pasted values, an assumptions block, Indian number formats (1,00,000 and Rs), check cells that must show 0, a Source column, conditional formatting, dropdowns, charts, frozen headers - and verify it recalculates without errors before handing it over. For computations, schedules, reconciliations, MIS, lead schedules and any workbook the other Fortax skills produce. Typical a...