Monthly bookkeeping
Bank statements for every account, sales and purchase invoices, expense bills, and payment receipts for the month.
Share bank statements, invoices, Form 16 and other papers in one place, instead of long email threads and WhatsApp chats.
Click below to open our secure upload folder. Please name each file clearly, for example ABC-Traders-Bank-Sep-2026.pdf.
Email them to info@svpandco.com or send them on WhatsApp, with your business name in the subject or message. Password-protect files that contain personal data, and share the password separately.
Bank statements for every account, sales and purchase invoices, expense bills, and payment receipts for the month.
Sales and purchase registers or invoices, credit and debit notes, and details of any goods returned or advances received.
Attendance and leave, new joiners and leavers, salary revisions, reimbursements and employee investment declarations.
PAN, Form 16 / 16A, AIS and Form 26AS, bank interest certificates, capital gains statements and investment proofs.
Last finalised balance sheet, GST and PAN details, software backup, loan statements and asset details.
A copy of the notice, the return or period it relates to, and any earlier replies or correspondence.
Your documents are used only to keep your books and file your returns, never for anything else.
Only the team members working on your account can see your files.
Ask us to delete documents we no longer need, as set out in our privacy policy.