Fill online: Fee schedule and billing terms

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Name of the firm

Fills 3 places in the document.

Schedule number of the fee schedule

Date of the engagement letter

Name of the client

Fills 2 places in the document.

Days allowed for payment of an invoice, e.g. fifteen

Volume band for bookkeeping

Monthly fee for bookkeeping

Fee for year-end financial statements

Monthly fee for GST returns per GSTIN

Fee for GSTR-9 and GSTR-9C

Quarterly fee for TDS and TCS

Annual fee for income-tax return and advance tax

Annual fee for ROC annual filings

SAC for secretarial services

Number of employees in the payroll band

Monthly fee for payroll

Fee per employee above the band

Fee for audit support

Other agreed service

Basis for the other service

Fee for the other service

Billing for the other service

SAC for the other service

Months averaged for the volume test, e.g. three

Documents in band A

Bank transactions in band A

Monthly fee in band A

Documents in band B

Bank transactions in band B

Monthly fee in band B

Documents in band C

Bank transactions in band C

Monthly fee in band C

Months a lower volume must hold, e.g. three

Fee per GSTR-1

Fee per GSTR-3B

Fee per GSTR-9

Fee per GSTR-9C

Fee per RFD-11

Fee per GST registration or amendment

Fee per TDS statement

Fee per correction statement

Fee per individual return

Fee per firm return

Fee per company return

Fee per updated return

Fee per annual ROC form

Fee per other ROC annual form

Fee per DIR-3 KYC

Fee per event-based ROC form

Fee per LLP annual form

Fee per full and final settlement

Hourly rate, partner

Hourly rate, senior manager

Hourly rate, manager

Hourly rate, qualified assistant

Hourly rate, senior assistant

Hourly rate, article assistant

Minutes in a unit of time recorded, e.g. fifteen

City of the Firm's office

Percentage of the rate charged for travel time, e.g. fifty

Threshold for estimates

Percentage of the estimate that triggers a warning, e.g. eighty

Percentage by which the estimate may be exceeded, e.g. ten

Fee for take-over and set-up

Fee per month of backlog

Months of retainer held as advance, e.g. one

Threshold for advance billing

Percentage advance on large Out-of-scope Work, e.g. 50

Threshold for prior approval of expenses

Is / is not

GSTIN of the firm

Days to report an error in an invoice, e.g. seven

Gross up the payment / furnish the withholding certificate

Name of the bank, branch, account name, account number and IFSC of the firm

Days to dispute an invoice, e.g. seven

Days to settle an invoice dispute, e.g. fifteen

Interest rate a year on late payment, e.g. eighteen

Micro / small

Udyam registration number of the firm

Days overdue before suspension, e.g. thirty

Days of notice of suspension, e.g. fifteen

Days before a statutory deadline when suspension cannot start, e.g. seven

Working days to resume after payment, e.g. two

Days after suspension before termination, e.g. sixty

Day and month of the annual fee revision, e.g. 1 April

Days of notice of a fee revision, e.g. thirty

Maximum annual fee revision percentage, e.g. ten

Days to refund the balance of the advance, e.g. fifteen

Hours of handover meetings included, e.g. two

Name of the engagement partner

Membership number of the partner

Date of signing by the firm

Name of the client signatory

Designation of the client signatory

Date of signing by the client

On the letterhead of [Name of the firm]

SCHEDULE [Schedule number of the fee schedule]: FEE SCHEDULE AND BILLING TERMS

to the engagement letter dated [Date of the engagement letter] between [Name of the firm] and [Name of the client]

Use the Fee proposal and schedule (FV04-L9) or the Fee proposal and scope letter (FV03-K3) at the proposal stage; this schedule is the binding version annexed to the engagement letter once the proposal is accepted. Keep the fee lines that match the services marked "Yes" in Part A of the Scope, assumptions and exclusions schedule, and delete the others. Every amount is exclusive of GST.

1. Interpretation

1.1 In this Schedule the “Firm”, the “Client”, the “Engagement Letter”, the “Services” and “Out-of-scope Work” have the meanings given in the Scope, assumptions and exclusions schedule (the “Scope Schedule”). “Due Date”, for an invoice, means the date [Days allowed for payment of an invoice, e.g. fifteen] days after the date of the invoice.

1.2 The fees in this Schedule are the whole of the Firm's remuneration for the Services. No fee, commission or other benefit is payable to the Firm by any third party in connection with the Services.

Part A. Retainer fees

A.1 The Client will pay the following retainer fees for the Services marked "Yes" in Part A of the Scope Schedule.

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