Master client data sheet
A single format from the The Company File pack. internal working paper, front of file.
- 3 pages
- 93
- Word and PDF
- 12 September 2026
What it covers
- 1Master client data sheetinternal working paper, front of file
Read the opening
The first part of the format, as it downloads. Blanks are highlighted.
Master client data sheet — secretarial
Company: [Full name as on the certificate of incorporation]
Former names, with dates: [Name — DD.MM.YYYY to DD.MM.YYYY]
CIN: [21-character CIN] PAN: [Company's PAN] TAN: [Company's TAN]
Date of incorporation: [Company's date of incorporation] Registrar / jurisdiction: [RoC — ____] Regional Director: [Regional Director having jurisdiction]
Class and category: [Private company limited by shares / OPC / s.8 / producer] Sub-category: [Non-government company]
Financial year: [1 April to 31 March] Status on master data: [Active / ACTIVE-non-compliant / …] Verified on: [Date master data was verified]
Classification tests — record the answer and the year tested