Resource Centre

Checklists and templates for compliance-ready teams.

Download free compliance checklists, trackers and finance templates — GST, ROC, payroll, board meetings, budgets and 13-week cash flow — prepared by SJAIN Governance.

Resource Centre

10 downloads for finance and compliance teams

Showing 10 of 10 resources

CalendarPDF · 4 pages

Annual Compliance Calendar

Every statutory due date for the financial year — GST, TDS, income tax, ROC and labour — in one planner your team can work from.

  • Month-wise due dates
  • Owner and evidence columns
  • Penalty reference

No details required

ChecklistPDF · 3 pages

GST Compliance Checklist

Monthly, quarterly and annual GST obligations with the reconciliation steps that prevent notices and blocked input credit.

  • Return-wise controls
  • GSTR-2B reconciliation
  • Notice-proofing steps

Email requested — you can also skip it

ChecklistPDF · 3 pages

ROC Compliance Checklist

Annual and event-based ROC filings for companies and LLPs, mapped to timelines, forms and the penalty for delay.

  • Annual filing sequence
  • Event-based triggers
  • Register maintenance

Email requested — you can also skip it

ChecklistPDF · 2 pages

Payroll Compliance Checklist

PF, ESIC, professional tax, TDS and labour welfare controls for a defect-free payroll cycle every month.

  • Cycle controls
  • Statutory remittances
  • Year-end tasks

No details required

ChecklistPDF · 2 pages

Board Meeting Checklist

Notice, agenda, quorum, minutes and register requirements so every board meeting stands up to scrutiny.

  • Pre-meeting pack
  • In-meeting discipline
  • Post-meeting filings

No details required

ChecklistPDF · 3 pages

Due Diligence Readiness Checklist

The document set investors, lenders and acquirers ask for — assembled before the term sheet, not after it.

  • Data room index
  • Red-flag list
  • Cap table hygiene

Email requested — you can also skip it

TemplatePDF · 2 pages

Compliance Tracker Template

A working tracker structure for obligations, owners, due dates and filing evidence across every entity you run.

  • Column definitions
  • Status conventions
  • Review cadence

No details required

TemplatePDF · 2 pages

Annual Budget Template

Annual operating budget structure with monthly phasing, driver assumptions and a variance review discipline.

  • Line-item structure
  • Driver assumptions
  • Variance review

Email requested — you can also skip it

TemplatePDF · 2 pages

13-Week Cash Flow Template

A rolling 13-week cash forecast that gives owners visibility on the runway and the discipline to protect it.

  • Weekly inflow / outflow lines
  • Runway view
  • Update routine

Email requested — you can also skip it

GuidePDF · 3 pages

Virtual CFO Engagement Guide

What a Virtual CFO owns, delivers and reports every month — with the questions to ask before you appoint one.

  • Scope of work
  • Monthly reporting rhythm
  • Evaluation questions

Email requested — you can also skip it

Want these tailored to your business?

We configure trackers and calendars around your entities, states and headcount.