GST onboarding questionnaire
A single format from the Client Onboarding and the GST Data Pack pack. Firm standard · completed before the first return is filed.
- 3 pages
- 69
- Word and PDF
- 13 September 2026
What it covers
- 1GST onboarding questionnaireFirm standard · completed before the first return is filed
Read the opening
The first part of the format, 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