Viewable checklist
Preparation points
- 01
Keep Udyam/MSME registration details and business constitution documents updated.
- 02
Maintain sales, purchases, expenses, bank records and monthly reconciliations.
- 03
Review GST, TDS, payroll, professional tax, PMEGP / project-report inputs and local registration applicability.
- 04
Track receivables, payables, inventory and statutory dues through a monthly close process.
- 05
Retain contracts, invoices, purchase orders and compliance acknowledgements.
- 06
Review compliance calendar and periodic management reports for decision support.
Disclaimer: This checklist is general educational guidance only and is not professional advice. Requirements depend on facts, current law, portal records, due dates, notifications and engagement scope. Website content is general information and does not constitute solicitation, advertisement, professional advice, testimonials, comparative ranking or assurance of outcome.