Client Onboarding and the GST Data Pack
3 ready-to-use formats: GST onboarding questionnaire; Portal access arrangement; GST monthly data request to the client.
- 7 pages
- 112
- Word and PDF
- 13 September 2026
The 3 formats inside
- 1GST onboarding questionnaireFirm standard · completed before the first return is filedOn its own₹149
- 2Portal access arrangementFirm standard · countersigned by the client · reviewed annuallyOn its own₹149
- 3GST monthly data request to the clientFirm standard · issued Day 1 through client portalOn its own₹149
Read the opening
The first part of “GST onboarding questionnaire”, as it downloads. Blanks are highlighted.
Sent to the client’s single point of contact with the engagement letter; the completed form is filed in the permanent file, section 1
Client: [Client's name] · PAN: [Client's PAN] · Completed by: [Name, designation] · Date: [Date of completion]
Part 1 — the entity
Constitution | [Private limited company / LLP / OPC / Partnership / Proprietorship / Trust / Society] |
Date of incorporation or commencement | [DD.MM.YYYY] |
Nature of business, in the client’s own words | [____] |
Aggregate turnover, PAN-level and all-India, for each year since FY 2017-18 | [Year-wise figures — required to fix e-invoice liability, which is a ratchet with no exit] |
Aggregate turnover for the last completed financial year | Rs [____] |
Names and PANs of promoters, directors or partners | [____] |
Other entities under the same PAN group, with GSTINs | [____] — required for the conflict check and for related-party analysis (J.12) |
Part 2 — registrations and premises