Practical references for running a CA firm — filing rhythms, migration steps and close checklists, plus a quick-reference due-date table you can keep close at hand.
The filings, migrations and close processes practices deal with every year — condensed to the facts you actually reach for.
The GST filing rhythm
The monthly cadence every GST-registered client runs on, all financial year long.
- GSTR-1 — 11th of the following month
- GSTR-3B — 20th of the following month
- GSTR-9 annual return — 31 December
Moving from Tally
Bring a client's books across without losing history — in three passes.
- Export ledgers, masters and the trial balance
- Import masters, then map account groups
- Load opening balances and reconcile the TB
TDS returns 24Q & 26Q
The two quarterly statements most practices file, and how they differ.
- 24Q — TDS on salaries · 26Q — non-salary payments
- Due the 31st of the month after each quarter ends
- Reconcile deductee entries against Form 26AS
Advance-tax instalments
The cumulative schedule to plan client cash flows around.
- 15 June — 15% · 15 September — 45%
- 15 December — 75% · 15 March — 100%
- Estimate early; interest under 234B/234C hurts
Schedule III statements
From trial balance to Companies Act-compliant financials.
- Map every TB head to a Schedule III line item
- Generate the balance sheet and P&L from the mapping
- Keep notes and disclosures tied to the same source
Year-end close, in order
The 31 March sequence that keeps audits calm.
- Reconcile banks, GST ledgers and Form 26AS
- Book provisions, depreciation and statutory dues
- Lock the year before the first audit query lands
PracticeSync tracks all of this automatically — per client, per deadline, all financial year long.
Explore the platformThe deadlines every Indian practice tracks, in one place. PracticeSync watches these for each client so nothing slips through.
| Return / obligation | Frequency | Statutory due date |
|---|---|---|
| GSTR-1 | Monthly | 11th of the following month |
| GSTR-3B | Monthly | 20th of the following month |
| GSTR-9 (annual return) | Annual | 31 December |
| TDS returns (24Q / 26Q) | Quarterly | 31st of the month following the quarter end |
| Advance tax | Quarterly | 15 June15%15 September45%15 December75%15 March100% |
Indicative statutory due dates — always confirm the latest CBIC/CBDT notifications.
Start a free trial today, or talk to us about moving your firm across from Tally, ClearTax or Winman.