CAConnect LogoCAConnectFinance OS
ToolsGuidesChecklistsCA servicesLearn
Browse actionsToolsSign inFind my next action
ToolsGuidesChecklistsCA servicesLearn
Sign inFind my next action
Product map

Move from question to tool, guide, saved record, and CA review.

Take action

ToolsCalculatorsChecklistsCA services

Learn

GuidesArticlesGlossary

Workspace

Setup flowSign inDashboardCA handoff
Maintained action library

Understand the task before you open the portal.

Each guide is structured around applicability, documents, clear steps, related tools, official-source requirements, common risk, and the point where professional review becomes useful.

21

guide topics prepared in the current library

10

finance and compliance categories covered

1

action path from explanation to saved progress

Find the guide that matches your situation

Draft topics remain explicit about sources that still require verification. Published guidance must include maintained official references.

Invoicing

How to Create an Invoice in India

Prepare a clear invoice and retain a useful business record.

4 document groups · 4 action steps
Freelancers, consultants, creators, and service businessesRead guide
GST

How to Create a GST Invoice

Prepare the information required for a GST invoice.

4 document groups · 4 action steps
GST-registered freelancers and businessesRead guide
Income Tax

How to Pay Advance Tax Online

Understand applicability, estimate instalments, and use the official payment path.

4 document groups · 4 action steps
Individuals and businesses with advance-tax exposureRead guide
Income Tax

How to View AIS on Income Tax Portal

Locate, review, and securely retain the Annual Information Statement.

2 document groups · 4 action steps
Indian taxpayersRead guide
Income Tax

Old vs New Tax Regime Guide

Understand the inputs and tradeoffs in a sourced regime comparison.

4 document groups · 4 action steps
Eligible individual taxpayersRead guide
GST

GST Registration Checklist

Assess and prepare for GST registration.

4 document groups · 4 action steps
Freelancers, founders, consultants, and businessesRead guide
GST

How to View Filed GST Returns

Inspect filed GST return history and retain acknowledgements.

2 document groups · 4 action steps
GST-registered taxpayersRead guide
TDS

How to Track TDS and Form 26AS

Compare expected TDS with official tax records.

4 document groups · 4 action steps
Taxpayers receiving income subject to TDSRead guide
Startup Compliance

Startup Compliance Checklist for India

Organize a starting compliance map for a new Indian startup.

4 document groups · 4 action steps
Company and LLP foundersRead guide
Indie Developer Finance

Finance Checklist for Indie Developers

Organize platform income, expenses, taxes, and CA handoff.

4 document groups · 4 action steps
Indie developers and solo SaaS founders in IndiaRead guide
Income Tax

ITR Filing Document Checklist

Prepare the documents needed before starting an ITR filing.

4 document groups · 4 action steps
Salaried users, freelancers, investors, and business ownersRead guide
Income Tax

How to Check Income Tax Refund Status

Check refund status and organize common delay checks.

3 document groups · 4 action steps
ITR filers expecting a refundRead guide
GST

Do I Need GST Registration?

Assess common GST registration triggers before professional review.

4 document groups · 4 action steps
Freelancers, consultants, sellers, agencies, and SaaS foundersRead guide
GST

How to Register for GST Online

Prepare for and track an official GST registration application.

4 document groups · 4 action steps
Businesses and professionals proceeding with GST registrationRead guide
GST

How to Prepare for GSTR-1 Filing

Organize outward-supply data for professional filing.

4 document groups · 4 action steps
GST-registered businesses and professionalsRead guide
GST

How to Prepare GSTR-3B

Organize summary values and payment checks for GSTR-3B.

4 document groups · 4 action steps
GST-registered small businessesRead guide
Personal Finance Basics

How to Apply or Correct PAN Details

Organize PAN application, correction, reprint, and status actions.

4 document groups · 4 action steps
Individuals, founders, freelancers, and business ownersRead guide
TDS

Do I Need TAN? How to Apply for TAN

Assess TAN responsibilities and prepare an application.

3 document groups · 4 action steps
Employers, companies, LLPs, and businesses deducting TDSRead guide
Business Registration

Company vs LLP vs Proprietorship

Compare common entity structures and preparation requirements.

4 document groups · 4 action steps
Founders, agencies, consultants, and growing solo businessesRead guide
MCA/Company Compliance

Annual Compliance Checklist for Companies and LLPs

Organize recurring entity filings, documents, and ownership.

4 document groups · 4 action steps
Company founders, LLP partners, and CA firmsRead guide
Freelancer Finance

How to Prepare Your Financial Data for a CA

Turn records and documents into a clear professional handoff.

4 document groups · 4 action steps
Anyone preparing for tax, GST, or compliance workRead guide
Action flow
Start with contextUse a public toolRead the guideSave the recordPrepare CA handoff
Blue light theme

Public tools stay open. Sign in only when the workflow needs saved records, private documents, or structured CA sharing.

India-focused finance workflows

Start with the next money task, then keep the record.

Use public tools first. Sign in when you need saved progress, private records, or a structured CA handoff.

Find my next actionBrowse tools
CAConnect Logo
CAConnectGuided finance action

Tools, guides, checklists, records, and professional handoff for Indian freelancers, founders, creators, small businesses, and CAs.

No accountPublic tools
EstimatesCalculations
CA-readyHandoff

Take action

  • Free tools
  • Calculators
  • Checklists
  • CA services

Learn

  • Step-by-step guides
  • Finance articles
  • Finance glossary
  • Find your next action

Workspace

  • Sign in
  • User dashboard
  • CA workspace
  • Request CA help
© 2026 CAConnect. Built for clearer financial action.Tax outputs are estimates. Verify high-risk actions with a qualified professional.