R

ReZi · Regikart

Online

Hi, I'm ReZi. How can I help you today?

Try

WhatsAppCallEmail

Quick calculators

GST · Income tax · EMI

Net amount₹ 10,000.00
GST @ 18%₹ 1,800.00
Gross₹ 11,800.00
WhatsApp+91 70444 94804[email protected]Limited-time discounts available
RegikartRegikart
Registration
Categories
Business Registration
12 services
  • Private Limited CompanyPopular

    Most popular - investor-ready, 7-10 days.

  • LLP Registration

    Lower compliance, flexible profit-sharing.

  • Public Limited Company

    List on stock exchanges, raise from the public.

  • Partnership Firm

    Registered deed, PAN & bank account ready.

  • Sole Proprietorship

    Quick start - GST, MSME & current a/c setup.

  • One Person Company

    OPC - sole founder, full limited liability.

  • Startup Registration

    Get your startup off the ground - end to end.

  • Producer Company

    FPOs and agri-collectives under Sec 378A-378ZU.

  • Nidhi Company

    Mutual-benefit finance company under Sec 406.

  • NGO Registration

    Choose between Trust, Society or Section 8.

  • Trust Registration

    Charitable / private trust deed & registration.

  • Section 8 Company

    Non-profit company - 80G/12A & CSR ready.

Incorporation done right

Register your company,
in 7-10 days flat.

DSC, DIN, name approval, SPICe+ and post-incorporation kit - reviewed by a named CA or CS.

Start registration
Pvt Ltd from ₹1,499 + govt. fees and DSC
Compare all entities
Accounting & Payroll
Categories
Accounting
6 services
  • Accounting ServicePopular

    End-to-end bookkeeping, ledgers, MIS & finalisation.

  • Zoho Books Accounting

    Cloud books on Zoho - GST-ready, automated workflows.

  • Tally Accounting

    Tally Prime setup, masters, vouchers & monthly close.

  • Virtual Accounting

    Remote-first books, GST recos & monthly MIS pack.

  • Migration: Tally to Zoho

    Masters, opening balances & transactions - clean cut-over.

  • Ecommerce Accounting

    Amazon, Flipkart, Shopify reconciliations & MTR books.

Books, payroll & MIS

Clean books,
on-time payroll.

Cloud-first accounting on Zoho or Tally, salary processing, PF/ESIC & TDS - run by qualified CAs.

Talk to a CA
Accounting from ₹2,499/month·Free Zoho Books / Tally onboarding
Explore plans
Income Tax Return
Categories
Income Tax
15 services
  • Income Tax ReturnPopular

    ITR-1 to ITR-7 - filing, review & e-verification.

  • ITR for Salaried

    Form 16, HRA, 80C - salaried professionals & employees.

  • ITR for F&O

    Futures & options - turnover, tax audit & ITR-3.

  • ITR for Crypto

    VDA - 30% flat tax, 1% TDS & Schedule VDA.

  • ITR for Freelancer

    44ADA presumptive, expenses & advance tax.

  • ITR for NRI

    DTAA, NRO/NRE, foreign assets & repatriation.

  • ITR for Business

    ITR-3/ITR-4 for proprietors, firms & LLPs.

  • ITR for HUF

    Hindu Undivided Family - PAN, ITR & 80C planning.

  • ITR for Gig Worker

    Swiggy, Zomato, Uber, Ola - 44ADA & expense claims.

  • Tax Planning

    Old vs new regime, 80C/80D & capital-gains harvesting.

  • Lower Tax Certificate

    Sec 197 - lower / nil TDS certificate from AO.

  • Advance Tax

    Instalments due 15 June, September, December & March.

  • Income Tax Refund

    Find out why a refund is stuck and fix it.

  • Foreign Assets (Schedule FA)

    Report foreign shares, RSUs & accounts in your ITR.

  • Form 10BD for NGOs

    Annual donation statement, now Form 113.

ITR season, sorted

File your ITR,
stress-free.

Salaried, F&O, crypto, freelancer or NRI - CA-reviewed filing, with the right form and a pre-filing AIS check.

File my ITR
Salaried ITR from ₹999·CA-reviewed
Compare plans
Secretarial Compliance
Categories
ROC / MCA filings
10 services
  • Annual ROC FilingPopular

    AOC-4 (financials) + MGT-7 (annual return) within 30/60 days of AGM.

  • DIR-3 KYC

    DIR-3 KYC once every three financial years by 30 June to keep DIN active.

  • DIN Registration

    Get a new Director Identification Number via DIR-3 or SPICe+.

  • DIN Activation

    Reactivate a deactivated DIN with MCA filings and penalty payment.

  • DPT-3 Return

    Deposit / loan return for every company by 30 June.

  • MSME-1 Half-Yearly

    Disclosure of MSME dues older than 45 days - twice a year.

  • CHG-1 Charge Filing

    Register a charge with the ROC within 30 days of creation.

  • Dormant Company Status

    MSC-1 application under section 455 for an inactive company.

  • Company Revival

    Restore a struck off company under section 252.

  • LEI Registration

    Legal Entity Identifier for bank borrowing & cross-border payments.

Always compliant

Never miss
an ROC deadline.

Quarterly board pack, annual return, KYC and DPT-3 - all on a single retainer.

Start retainer
ROC retainer from ₹1,499 / moSee all MCA services
Certificates
Categories
CA certificates
12 services
  • Net-Worth CertificatePopular

    For visa, tender, IPO disclosure or bank limit.

  • Net Worth Certificate for VisaNew

    Dual-currency CA report with UDIN - embassy proof of funds.

  • All CA Certificates

    Which certificate you need and how a CA issues it with UDIN.

  • Turnover Certificate

    CA-certified turnover for tenders, loans & GeM, with UDIN.

  • NWC for Tenders

    Tender-format net worth certificate with UDIN for govt / PSU bids.

  • NWC for Sole Proprietorship

    Combines personal & business assets - loans, tenders & visas.

  • NWC for Partnership

    Individual-partner or firm-level net worth, with UDIN.

  • NWC for Private Limited

    Company net worth from audited financials, with UDIN.

  • NWC for Joint Owners

    Each owner's proportionate share of jointly held assets, with UDIN.

  • Income Certificate

    CA-certified income proof - banks, embassies, schemes.

  • Valuation Report

    Rule 11UA, FEMA, ESOP - signed by Registered Valuer.

  • 15CA / 15CB

    Foreign remittance certification with DTAA memo.

UDIN on every cert

Visa, tender,
bank-ready.

CA-signed, UDIN-stamped certificates accepted by every consulate and bank.

Get certificate
Certificates from ₹999 · UDIN-stampedSee all certificates
Legal
Categories
Notice replies
4 services
  • GST Notice ReplyPopular

    DRC-01A, ASMT-10, REG-17 - reconciliation + hearing.

  • Income Tax Notice ReplyPopular

    143(1)(a), 139(9), 142(1), 148 & 245 notice replies.

  • Legal Notice

    Sec 138 NI, Sec 80 CPC, consumer & civil disputes.

  • Recovery Notice

    B2B demand notice - pre-MSME / IBC / civil suit.

CA + advocate team

Got a notice?
Talk to our team.

Notice or contract drafted in 5 working days.

Get notice reply
GST notice reply from ₹2,499 · Income tax notice reply from ₹2,999See all legal services
Blogs
/
Sign inGet started
Zoho Books · India edition

CA-managed Zoho Books accounting for Indian businesses.

CA-led Zoho Books setup, monthly bookkeeping, GSTR-2B reconciliation, GST and TDS filings, and year-end finalisation. Clean books, returns filed from reconciled data, and one team handling everything from your invoices to your ITR. Fee on quote after a free review.

Talk to our teamHow fees work

250+ clients · Head office in Kolkata, offices in Delhi and Bengaluru · CA-led · Call or WhatsApp +91 70444 94804

Reviewed by CA Deepak Jaiswal · Last updated 25 September 2026

Zoho Books India edition: cloud, GST-ready
Books and returns CA-reviewed before filing
Kolkata (head office), Delhi and Bengaluru, on India time
GSTR-1, GSTR-3B, GSTR-2B reconciliation, e-invoicing, e-way bills, GSTR-9
TDS deposit and quarterly statements: Form 138, 140 and 144 (old 24Q, 26Q, 27Q)
Audit-ready trial balance and ITR-3, ITR-5 or ITR-6
Engagement summary

Service at a glance

Monthly fee
On quote
Scope
4 pillars
Monthly cycle
10th / 11th / 20th
Every return
CA-reviewed

Engagements are led by Chartered Accountants. Day-to-day work by trained Zoho Books accountants; every filing CA-reviewed.

Quick reference

Service at a glance.

A one-glance summary of what the Zoho Books engagement covers and who it suits. Full scope follows below.

ParameterDetail
FeeOn quote after a free review, based on transaction volume, number of GSTINs and scope
SoftwareZoho Books, India edition (cloud, GST-ready). Subscription billed by Zoho on its current plan pricing
What is coveredSetup, monthly bookkeeping, bank and GSTR-2B reconciliation, GSTR-1, GSTR-3B, e-invoicing, e-way bills, TDS, year-end financials
Monthly cycleBooks closed and reports shared by the 10th; GSTR-1 by the 11th; GSTR-3B by the 20th
TeamCA-supervised; day-to-day work by trained Zoho Books accountants
Best fitProprietorships, LLPs and Private Limited companies with annual turnover up to ₹10 crore
OnboardingGo-live date agreed in your proposal, after we have seen your data and any migration history
Why hand it off

Why Indian businesses hand off Zoho Books to a CA firm.

Zoho Books is, on its own, an excellent piece of software. The India edition handles GST invoicing with the CGST, SGST and IGST split set by place of supply, e-invoicing through the IRP, e-way bills, GSTR-1 and GSTR-3B filing, GSTR-2B matching, multi-GSTIN setup, TDS at source and Indian bank feeds, all from the cloud. That part is not the problem.

The problem is that good software in untrained hands still produces messy books. A founder sets up Zoho Books alone, posts six months of transactions into the wrong ledgers, misses GSTR-3B due dates, claims input tax credit on expenses blocked under Section 17(5), and only finds out when their CA asks for a trial balance for the tax audit. By then the cleanup costs more than the software does.

What we do at Regikart is sit on the other side of that. As part of our accounting service and virtual accounting practice, our team configures Zoho Books for your business correctly the first time (GSTIN, place of supply, HSN/SAC mapping, TDS sections, a chart of accounts aligned to Schedule III, opening balances reconciled) and then runs your books month after month, so your returns are prepared from reconciled data and your year-end audit questions can be answered from the books.

Why Regikart

We're not the cheapest. We review what gets filed.

We are not the cheapest Zoho Books provider you will find, and we are not trying to be. What we offer is one team that handles your books, your GST, your TDS, your annual ROC filings and your income tax return, with a CA reviewing what gets filed.

A bookkeeping service that is not run by CAs can keep your ledgers, but it cannot sign an audit report or represent you before a GST officer. When a GST notice arrives, when an input tax credit dispute comes up, or when you need to defend a position to the assessing officer, you need a CA. We are the CA.

CA-led, not a data entry shop

Every set of books and every return is reviewed by a Chartered Accountant before filing. The judgement calls, such as whether to claim a credit or how to answer a notice, are made by a CA.

Onshore, on India time

Our team works from Kolkata (head office), Delhi and Bengaluru, and serves clients across India online. Calls happen during your working hours.

One firm for everything

Bookkeeping, GST, TDS, ROC, ITR and audit support under one engagement. You do not have to coordinate four different vendors.

Zoho-fluent

We work in Zoho Books every day. We know its strong points, and where it needs a manual check, such as reverse charge and the 180-day ITC reversal.

Audit-ready always

Books are closed on a fixed monthly cycle. When your statutory auditor or an income tax officer asks for something, it exists and it reconciles.

Written scope, written fee

After a free review we quote a fee in writing against a defined scope, so you know what is covered before we start. The scope and terms are set out in the engagement letter at onboarding.

Software comparison

Zoho Books vs Tally: a quick comparison

We support both. This is guidance, not a sales pitch for Zoho.

CapabilityZoho BooksTally
DeploymentCloud-native: browser and mobile appDesktop-first; remote access through Tally's own cloud options
GST filing inside the softwareYes (Zoho is a GSP)Yes, on recent TallyPrime releases
E-invoicing IRN generationNative IRP integrationNative in TallyPrime
Indian bank feedsDirect feeds for the Indian banks Zoho supportsConnected banking or statement import
Multi-user accessBuilt in, with role-based accessMulti-user licence
Multi-GSTINYes (plan-dependent)Yes
SubscriptionZoho's current plan pricing, billed by ZohoTally's current licence pricing, billed by Tally
Best forService businesses, SaaS, agencies, e-commerce, cloud-first companies and Tally migrantsTraders, distributors and manufacturers with deep Tally history

Bottom line: Choose Zoho Books if you want cloud-first accounting tightly integrated with the rest of the Zoho suite (CRM, Inventory, Payroll, Expense). Choose Tally if your industry already runs on Tally. If you are moving off QuickBooks or another platform, we migrate you into Zoho Books.

Scope of work

What's included in our Zoho Books service

Every engagement is built on four pillars: setup and configuration, monthly bookkeeping and reconciliation, GST compliance, and TDS and income tax. Most Zoho Books problems trace back to setup. If the GSTIN is entered with one wrong digit, every e-invoice gets rejected. If place of supply is left at the default for a multi-state business, your IGST and CGST/SGST split breaks for the whole year. Our Zoho Books setup does this part properly.

GST is where most Zoho Books errors surface, usually as a notice. We handle GST return filing, e-way bill registration and TDS return filing from inside Zoho Books, and prepare ITR filing for business and the GSTR-9 annual return from the same books. Payroll runs on Zoho Payroll through our payroll services, with salary journals posted straight into Zoho Books.

Pillar 1: Setup and configuration (one-time)

  • Organisation profile: legal name, PAN, GSTIN, financial year start, base currency and period locking.
  • GST configuration: regular or composition, place of supply, multi-GSTIN, HSN/SAC mapping and tax rates for every item and service.
  • Chart of accounts aligned to Indian accounting standards and Schedule III of the Companies Act, so year-end maps cleanly.
  • TDS configuration for the sections you actually deduct under, with vendor and customer TDS mapping.
  • E-invoicing and IRP integration where your turnover requires it, and e-way bill settings for goods businesses.
  • Invoice template with the GST fields, the e-invoice QR code and your branding.
  • Bank feeds for the Indian banks Zoho Books supports, or statement import where a direct feed is not available.
  • User access: accountant access for the CA team and the right roles for your staff and auditors.
  • Opening balances migrated from Tally, QuickBooks, Busy or spreadsheets and reconciled.

Pillar 2: Monthly bookkeeping and reconciliation

  • Sales invoices, purchase bills, expense vouchers and journals entered by us, or your team's entries reviewed.
  • Vendor bills recorded with GST and TDS checked at entry.
  • Bank reconciliation across all linked accounts: every line matched and categorised.
  • Credit card and wallet reconciliation (Paytm, PhonePe, GPay business accounts).
  • GSTR-2B matched against purchase bills, so credit is claimed only on matched, eligible invoices.
  • Month-end entries: accruals, prepayments and depreciation.
  • Inventory and stock-in-hand reports for product businesses; AR and AP follow-up reports.
  • Books closed by the 10th of each month with a closing checklist.

Pillar 3: GST compliance

  • GSTR-1 by the 11th of each month, or the 13th of the month after the quarter under QRMP.
  • GSTR-3B by the 20th (22nd or 24th, depending on your state, under QRMP), with ITC reconciled against GSTR-2B.
  • E-invoicing through Zoho Books' IRP integration: IRN and QR code on every B2B invoice once your turnover crosses ₹5 crore.
  • E-way bills generated from Zoho Books for goods movement above ₹50,000.
  • GSTR-9 by 31 December where aggregate turnover exceeds ₹2 crore, and GSTR-9C where it applies.
  • Notice replies (DRC-01, DRC-01C, ASMT-10 and similar) for periods we managed.

Pillar 4: TDS and income tax

  • TDS tagged at bill or payment stage in Zoho Books with the correct section.
  • TDS deposited by the 7th of the following month (30 April for March deductions).
  • Quarterly TDS statements: Form 138 (old 24Q), Form 140 (old 26Q), Form 144 (old 27Q) and Form 143 (old 27EQ) for quarters from 1 April 2026; the old forms for quarters up to 31 March 2026.
  • TDS certificates: Form 16 and 16A for FY 2025-26; Form 130 and 131 from Tax Year 2026-27.
  • TRACES reconciliation and lower or nil deduction certificate coordination where it applies.
  • Advance tax computed and reminded in instalments of 15%, 45%, 75% and 100%; the whole amount by 15 March if you are under Section 44AD or 44ADA.

Year-end financials and ITR

  • Year-end finalisation: depreciation under the Companies Act and the Income-tax Act, prepaid and accrued adjustments.
  • Audit-ready trial balance, P&L, balance sheet and cash flow statement.
  • Coordination with your statutory auditor.
  • ITR-3, ITR-5 or ITR-6 depending on entity type; tax audit support where the thresholds are crossed.
  • Director's Report, AOC-4 and MGT-7 or MGT-7A coordination for Private Limited and OPC clients.

What's not included (so you can plan)

  • The Zoho Books subscription itself, billed by Zoho on its current plan pricing.
  • Statutory audit fees (company audit under Section 139 of the Companies Act, 2013) and tax audit fees, where applicable.
  • Payroll processing for more than 5 employees: Zoho Payroll is quoted separately.
  • ROC filings (AOC-4, MGT-7 or MGT-7A, DIR-3 KYC): separate quote.
  • GST registration, amendments or new GSTINs in other states: quoted separately.
  • Backlog cleanup for periods before the engagement: a one-time project after assessment.
The monthly rhythm

The dates we work to, every month.

The cycle below follows the statutory due dates for FY 2025-26 (AY 2026-27). For the full year view, see our compliance calendar.

WhenWhat happens
7thTDS deducted in the previous month deposited (30 April for March deductions)
10thBooks closed for the previous month, banks reconciled, closing report shared
11thGSTR-1 filed for monthly filers (13th of the month after the quarter under QRMP)
20thGSTR-3B filed for monthly filers after GSTR-2B reconciliation (22nd or 24th under QRMP)
25thMIS pack: P&L, balance sheet, cash flow, receivable and payable ageing (with MSME suppliers nearing the 45-day limit flagged), GST and TDS status
QuarterlyTDS statements by 31 July, 31 October, 31 January and 31 May; advance tax by 15 June, 15 September, 15 December and 15 March
AnnuallyTax audit report by 30 September 2026 and ITR by 31 October 2026 for audit cases (31 August 2026 for non-audit business cases), for AY 2026-27; GSTR-9 by 31 December
Right fit check

Who this service is for

Best fit

  • Proprietorships, LLPs and Private Limited companies with annual turnover between ₹25 lakh and ₹10 crore.
  • Founders who already use or are moving to Zoho Books and want a CA-led team running it.
  • Businesses with 2 to 5 bank accounts, 1 to 3 GSTINs and 50 to 500 monthly transactions.
  • Service businesses (consultancies, agencies, SaaS, professional services) and product businesses with light inventory.
  • Founders who want their accountant, GST consultant, TDS filer and ITR preparer to be one team, not four.

Not the right fit

  • Businesses with turnover above ₹25 crore and complex consolidation needs: these usually need a full-time controller.
  • Manufacturing businesses with heavy inventory, BOM and cost accounting needs: Zoho Inventory or an ERP may fit better.
  • Businesses that want their books in Tally and have no plan to move to cloud accounting: see our Tally accounting service.
  • Anyone looking for the cheapest possible bookkeeper. A CA reviews every set of books, and the fee reflects that.

Situations we handle

BusinessWhat we solve
Startups and MSMEsRegistered under GST, need monthly GSTR-1 and GSTR-3B, and clean books for a bank loan or investor diligence
Moving off TallyCloud books without losing history: CA-reviewed chart of accounts mapping and opening balances tied to the Tally closing trial balance
Moving off a discontinued platformFormer QuickBooks India users, and others whose software is no longer supported, who need a compliant replacement and a clean cut-over
E-commerce sellersAmazon, Flipkart, Meesho and Shopify sellers who need marketplace settlements reconciled, TCS credit matched and an accurate GSTR-1
Professional services firmsConsultants, agencies and B2B service companies with project billing, TDS deducted by clients and advance tax
Multi-GSTIN businessesRegistrations in two or more states, each with its own GSTR-1 and GSTR-3B, and one view across them
Multi-entity groupsA company, an LLP and a proprietorship under one owner: separate Zoho Books organisations, inter-company balances reconciled monthly and one MIS pack
Businesses with an open noticeA DRC-01C, ASMT-10 or scrutiny notice that needs the books cleaned up and the reply backed by reconciled data
Businesses nearing a tax auditTurnover above ₹1 crore (₹10 crore where cash receipts and cash payments are each within 5%), or professional receipts above ₹50 lakh: books that stand up to the audit

If you already hold a notice, our GST notice reply team works from the same books, and appeals go through our GSTAT appeal service. If you are near the audit thresholds, see tax audit.

Software vs judgement

Where the software stops and a CA starts.

Daily tasks in Zoho Books, such as raising invoices, recording expenses and matching bank lines, are manageable without a CA. The risk sits in the compliance decisions the software leaves to you. For the presumptive limits in detail, see our guide to Section 44AD presumptive taxation.

Risk areaWhy it needs a CA
GSTR-2B mismatchZoho Books shows the mismatch. A CA decides whether to claim the credit, ask the supplier to amend, or hold it back, and does it without setting up a DRC-01C notice.
HSN or SAC errorsThe software will not stop you using the wrong code. A wrong HSN on GSTR-1 creates discrepancies, and since the rates moved to 5% and 18% (40% for demerit goods) on 22 September 2025, a wrong code can also mean a wrong rate.
Reverse chargeTax on goods transport (GTA), legal services from an advocate and import of services is payable by you under reverse charge. Zoho Books does not apply it unless the bill is flagged, and a missed flag means unpaid tax plus interest at 18% a year.
ITC on unpaid vendor billsWhere a supplier is not paid within 180 days of the invoice date, the credit taken on that invoice has to be reversed in GSTR-3B with interest, and can be claimed again once you pay. We track payables ageing so this is caught.
Tax auditTurnover above ₹1 crore, or above ₹10 crore where cash receipts and cash payments are each not more than 5% of the total, or professional receipts above ₹50 lakh. The report in Form 3CA or 3CB with Form 3CD is due by 30 September 2026 for AY 2026-27; from Tax Year 2026-27 the audit is under Section 63 of the Income-tax Act, 2025, in the new Form 26.
Presumptive scheme and ITR formSection 44AD applies up to ₹2 crore turnover (₹3 crore where cash receipts are within 5%), and Section 44ADA up to ₹50 lakh of professional receipts (₹75 lakh on the same test). Picking the wrong scheme or ITR form is a common self-filing error.
GST pre-filing checks

GST: what we check before filing

Filing GST from Zoho Books is not just pressing a button. Each return goes through the checks below before it is filed.

GSTR-1: before we file

  • Every B2B invoice checked for GSTIN validity, HSN or SAC code, invoice date, taxable value and the CGST, SGST or IGST split.
  • Export invoices checked for the LUT or bond reference, shipping bill number and port code.
  • Credit and debit notes matched to the original invoices.
  • Filed by the 11th for monthly filers, or the 13th of the month after the quarter under QRMP.

GSTR-3B: before we file

  • Outward liability computed and cross-checked against GSTR-1.
  • GSTR-2B reconciled against purchase bills; credit claimed only on matched, eligible invoices, with Section 17(5) blocked credits left out.
  • Reverse charge entries verified for GTA, legal services and import of services.
  • ITC on vendor bills unpaid beyond 180 days reversed.
  • Cash and credit ledger balances checked, with a GSTIN-wise payment advice shared before the due date.

GSTR-2B reconciliation and ITC. Zoho Books shows where your purchase register and GSTR-2B disagree. It cannot decide what to do about it. A CA decides whether to claim the credit, ask the supplier to amend, or hold it back, so the GSTR-3B you file does not invite a DRC-01C notice.

E-invoicing above ₹5 crore. GST e-invoicing is mandatory once aggregate turnover exceeds ₹5 crore in any financial year from 2017-18 onwards. Every B2B invoice is registered on the IRP before it is issued. We check the invoice template, monitor IRN failures and handle cancellations and amendments.

TDS in your books

TDS: the sections that arise, and which form applies.

The TDS sections that come up most in day-to-day bookkeeping are Section 192 (salary), 194C (contractors), 194J (professional and technical fees), 194H (commission and brokerage), 194-I (rent, split between plant and machinery, and land, building and furniture), 194Q (purchase of goods) and 194R (business perquisites). Those are the Income-tax Act, 1961 sections that govern FY 2025-26. The Income-tax Act, 2025 has been in force since 1 April 2026 and applies from Tax Year 2026-27. We confirm the rate and threshold for each payment when we configure your vendors, rather than rely on a default.

The test for which return form to use is the quarter, not the date you file. A return for a quarter up to 31 March 2026, including a correction filed now, stays on the old form. From the quarter beginning 1 April 2026 the new forms apply. The quarterly due dates are unchanged: 31 July, 31 October, 31 January and 31 May.

CoversQuarters up to 31 March 2026Quarters from 1 April 2026
SalaryForm 24QForm 138
Other payments to residentsForm 26QForm 140
Payments to non-residentsForm 27QForm 144
TCSForm 27EQForm 143
Certificate: salaryForm 16 (FY 2025-26)Form 130 (Tax Year 2026-27 onwards)
Certificate: other paymentsForm 16A (FY 2025-26)Form 131 (Tax Year 2026-27 onwards)
Migration

Migrating from Tally

Our Tally to Zoho Books migration follows a fixed method, so the first GST return filed from Zoho Books starts from balances you can trust. The same method applies if you are moving from QuickBooks, Busy or spreadsheets.

  • Chart of accounts exported from Tally and mapped into Zoho Books, with the mapping reviewed by a CA.
  • Customer, vendor and item masters imported with PAN, GSTIN and HSN or SAC codes.
  • Opening balances as at the migration date, verified against the Tally closing trial balance.
  • Outstanding payables and receivables carried over at invoice level, so ageing and TDS stay correct.
  • Earlier GSTR-1 and GSTR-3B history left in Tally, which you keep for the record-retention period the GST law requires.
Onboarding checklist

Documents you'll need to share with us

We send a structured request in writing once you sign. This is just a heads-up.

Identity and entity

  • PAN and Aadhaar of the authorised signatory (proprietor, partners or directors).
  • Certificate of Incorporation and MOA-AOA (companies); LLP Agreement (LLPs); Partnership Deed (firms).
  • GST Registration Certificate (REG-06) for each GSTIN.

Financial history

  • Last 2 years' financial statements (balance sheet, P&L, tax audit report if applicable).
  • Last 6 months' bank statements (PDF or CSV) for every business bank account.
  • Existing chart of accounts and trial balance, if you're migrating from another software.

Masters and access

  • Customer and vendor master with PAN, GSTIN and addresses.
  • Item or service master with HSN/SAC codes and GST rates.
  • Outstanding receivables and payables as on the migration cut-off date.
  • GST portal access (or add us as authorised representative) and your Zoho Books organisation login.
How we onboard you

From discovery call to a steady monthly cycle.

Step 1

Discovery call and free review

A call with the engagement CA. We map your business: entity type, turnover, GSTINs, employee count, bank accounts, current software, transaction volume and open compliance issues.

Step 2

Proposal and engagement letter

You receive a written proposal listing the scope, the monthly fee, any one-time setup, migration or cleanup fee, and the team assigned to your account. The engagement letter is signed digitally.

Step 3

Access and documents

You add us as users on Zoho Books, your banks and your GST portal. We collect the last 2 years' financial statements, the last 6 months' bank statements and your master data.

Step 4

Setup, migration or cleanup

New to Zoho Books: we configure the organisation from scratch. Moving from Tally or QuickBooks: we run the migration and reconcile opening balances. Existing Zoho is messy: we run a cleanup first.

Step 5

First month close and review

We close the first month's books, reconcile all banks, file GSTR-1 and GSTR-3B, and walk you through a CA-reviewed P&L and balance sheet.

Step 6

Monthly cycle and annual compliance

Books closed by the 10th, GSTR-1 by the 11th, GSTR-3B by the 20th, MIS by the 25th, TDS every quarter. ITR, tax audit, ROC filings and GSTR-9 are coordinated between April and December.

Fees

Fee on quote, after a free review.

We scope the fee on monthly transaction volume, the number of GSTINs and bank accounts, and the services you hand over, because those are what genuinely determine the effort. After a free review of your books we send a written quote. Our fee does not include your Zoho Books subscription (billed by Zoho on Zoho's current plan pricing) or the 18% GST applicable on our fee.

Starter

On quote

Up to 100 txns/mo, 1 GSTIN, 1 bank account

Best for: Sole proprietors, freelancers, very early-stage startups

Growth

On quote

Up to 300 txns/mo, 1 GSTIN, up to 3 bank accounts

Best for: Funded startups, growing service businesses

Scale

On quote

Up to 750 txns/mo, up to 2 GSTINs, up to 5 bank accounts

Best for: Established SMEs, multi-state operations

Enterprise

On quote

750+ txns/mo, 3+ GSTINs, complex setup

Best for: Larger companies, group structures, multi-entity

Common add-ons

Add-onFeeNotes
Zoho Books setup from scratchOn quoteOrg config, chart of accounts, GST, TDS, bank feeds, user roles
Migration from Tally, QuickBooks or BusyOn quoteQuoted on data volume and years of history
Backlog cleanupOn quoteDepends on volume and the state of existing books
Payroll (Zoho Payroll)On quoteQuoted on employee count and states
Annual ROC filings (Pvt Ltd / LLP)On quoteAOC-4, MGT-7 or MGT-7A, DIR-3 KYC, statutory registers
Statutory auditOn quoteQuoted per turnover and complexity
GSTR-9 and GSTR-9C annual filingOn quoteQuoted per turnover band
GST notice reply or GSTAT appealOn quoteQuoted after we have read the notice or order

Every fee is confirmed in writing in your proposal before work begins. Government fees and the Zoho subscription, where they apply, are paid at actuals and are not part of our fee.

Request a quoteBook a free review

Your data stays yours

The Zoho Books organisation is owned by you and you keep admin access throughout. We are added as accountant users, each team member with separate credentials and no billing or subscription access. If you leave, you remove our access, export whatever you need, and receive a handover note covering the current filing status, upcoming due dates, open ITC mismatches and pending notices.

Legal framework

The statutes that govern your books.

Companies Act, 2013

Schedule III formats for balance sheet and P&L. AOC-4, MGT-7 or MGT-7A, DIR-3 KYC and statutory registers for Pvt Ltd and OPC clients.

CGST Act, 2017

GSTR-1 by the 11th, GSTR-3B by the 20th, GSTR-9 by 31 December. Section 17(5) blocked credits. E-invoicing above ₹5 crore, e-way bills above ₹50,000. Rates of 5% and 18%, and 40% for demerit goods, since 22 September 2025.

Income-tax Acts, 1961 and 2025

FY 2025-26 (AY 2026-27) is under the 1961 Act: TDS under Sections 192, 194C, 194J, 194-I and 194Q, tax audit under Section 44AB, ITR-3, 5 or 6. The 2025 Act applies from Tax Year 2026-27: TDS statements in Form 138, 140 and 144, tax audit under Section 63.

Accounting standards

Depreciation under the Companies Act and the Income-tax Act, related-party reconciliation, and accrual and prepaid adjustments under the applicable Accounting Standards or Ind AS.

Frequently asked questions

Zoho Books accounting, answered.

FAQ

Questions, answered.

If you don't see your question here, write to us and our team will get back to you.

Still have questions?

Tell us about your case and our team will walk through it and outline next steps.

Talk to our team →

You pay for Zoho Books directly to Zoho, on Zoho's current plan pricing. Our fee is the professional fee for running your books, GST and TDS on that software. During the free review we look at your transaction volume, number of GSTINs and users, and tell you which Zoho plan fits, so you do not pay for features you will not use. You subscribe with Zoho and the organisation stays in your name.

By city

Zoho Books accounting, city by city.

Each page covers the state professional-tax position, the local commercial clusters we work across and the plan-selection traps specific to that market.

Zoho Books in DelhiDelhi · OfficeZoho Books in BangaloreKarnataka · OfficeZoho Books in KolkataWest Bengal · Office
Related services

What pairs well with Zoho Books accounting

Accounting Services (Hub)

Multi-software bookkeeping, GST, TDS and ROC under one CA-led engagement.

Zoho Books Setup

One-time Zoho Books configuration: GST, HSN/SAC, TDS, bank feeds and user roles.

Tally to Zoho Migration

Masters, chart of accounts and opening balances moved and reconciled.

Zoho Payroll

Salary, PF, ESI and PT on Zoho Payroll, posted straight into Zoho Books.

Tally Accounting

TallyPrime managed services for traders, distributors and manufacturers.

GST Return Filing

GSTR-1 and GSTR-3B for businesses that keep their own books.

TDS Return Filing

Quarterly TDS statements in the old and new forms, with TRACES reconciliation.

Income Tax Return Filing

ITR-3, ITR-5 and ITR-6 prepared from your Zoho Books trial balance.

Talk to a Regikart CA

Hand off your Zoho Books to a CA-led team and stop chasing the 7th, the 11th and the 20th.

A free review of your books, then a written proposal with the scope and the fee. Call or WhatsApp +91 70444 94804.

Talk to our teamHow fees work

Reviewed by CA Deepak Jaiswal · Last updated 25 September 2026

RegikartRegikart

Regikart provides business registration, tax and compliance services for Indian founders, from incorporation to closure. Our team includes chartered accountants and company secretaries, and legal work is handled by advocates we work with.

+91 70444 94804[email protected]

Mon - Sat · 9:30 AM - 7:00 PM IST

Product

  • Services
  • Pricing
  • Process

Company

  • About
  • Contact

Resources

  • Tools
  • Compliance calendar
  • Blog
  • FAQ

Legal

  • Privacy
  • Terms

Registered offices

Kolkata
129A, Bangur Avenue, near Reliance Smart, Block A, Lake Town, Kolkata, West Bengal 700055

Delhi
04, Malook Singh Marg, Arjun Nagar, Krishan Nagar Metro Gate-1, Delhi 110051

Bengaluru
26, Krishnalaya Complex, 4th Cross, N.R. Road, Near S.J. Park Police Station, Bengaluru, Karnataka 560002

© 2026 Regikart Private Limited

🇮🇳Made for founders across India