📋 Client Onboarding Form
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📖 Terms & Conditions
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CLIENT ONBOARDING SHEET

Welcome to TaxKraft — Let's Build Your Business Better

Beyond Compliance. Towards Growth.
TaxKraft Tax & Legal Consultancy
H-96, Sector 63, Noida — 201301
support@taxkraft.com | +91 86086 01620
www.taxkraft.com
Financial Year: 2026-27 · 2027-28 · 2028-29 Confidential · Internal Use Only
Date
Client ID / Code
Relationship Manager
Form completion 0%
01  Primary Client & Group Owner Details
Individual or group authority authorised to represent all entities
Client / Promoter Name *
PAN Number Constitution *
Category Source / Referral
Engagement Date Client ID / Code
02  Contact & Personal Details
Primary contact information for the client/proprietor
Proprietor / Director Name Date of Birth
Residential Address
Office Address
Mobile (Primary) * Mobile (Alternate)
Email (Primary) *
✓ Verified
Email (Alternate) Aadhaar / PAN
Emergency Contact
03  Multi-Firm / Multi-Company — Master Details
10 editable rows — list all entities managed under this client group
Entity Types: Pvt. Ltd. | LLP | Proprietorship | Partnership | Trust | OPC | HUF | Others
#Company / Firm NameEntity TypePAN GSTINCIN / LLPINStateTurnoverEmployeesIndustry
04  Technology & Portal Credentials
Software and portal access information
Tally Version Accounting Software
Payroll Software IT Portal Credentials
GST Portal Credentials
05  Scope of Work & Commercials — Per Entity
Each entity has independent services, agreed fees and billing terms
Services: GST Compliance | Income Tax | Bookkeeping | Payroll | ROC/MCA | Legal Advisory | CFO Services | Registration | Internal Audit | Others
#Company NameService CategoryScope of Work FrequencyAgreed Fee (Rs.)Billing Cycle FY 26-27FY 27-28FY 28-29 Start DateAssigned To
05b  Document Submission Checklist
Tick all documents provided / to be provided at onboarding
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06  Communication Matrix
Designated contacts for all service interactions and escalations
WhatsApp Group Name Preferred Mode
07  Compliance, Risk & Advisory Notes
Internal — TaxKraft team use only, not shared with client
Pending Notices / Demands
Non-Compliance / Risk Areas
Books Cleanup Required
Immediate Priority Tasks
Advisory Opportunities
Special Instructions
  Group Commercial Summary
Consolidated billing overview across all entities
Total Monthly Billing (Rs.)
Total One-Time Billing (Rs.)
Expected Annual Value (Rs.)
Payment Terms
08  Declaration & Authorisation
Please read carefully — by submitting you confirm acceptance of all terms below

Client Declaration

I / We hereby confirm and declare that all information, data, documents, and details provided in this Client Onboarding Sheet are true, correct, complete, and accurate to the best of our knowledge and belief.

We authorise TaxKraft Tax & Legal Consultancy to initiate the onboarding process, compliance setup, and professional service engagement for the entities and scope of work detailed above.

We understand that all services shall be governed by the Terms & Conditions set out in this document and any supplementary engagement agreement executed between the parties.

Full Name (Declaration) *
Authorisation & Signatures
CLIENT SIGNATURE
Signature & Company Stamp
Name
Designation
Date
Place
AUTHORISED SIGNATORY
Signature & Designation
Name
Designation
Date
Place
TAXKRAFT REPRESENTATIVE
Signature & TaxKraft Seal
RM Name
Employee Code
Date
Office
H-96, GB Nagar HCL, Sector 63, Noida, U.P. – 201301
TaxKraft | Beyond Compliance. Towards Growth.
Confidential · Internal Use Only

MULTI-COMPANY COMMERCIALS TRACKER

Per-entity fee mapping with FY-wise confirmation

Beyond Compliance. Towards Growth.
FY 2026-27 · FY 2027-28 · FY 2028-29Confidential · TaxKraft Internal
Fill one row per service per entity. FY columns — tick the years this service applies. Fees are exclusive of GST.
#Company / Entity NameService CategoryScope of Work FrequencyAgreed Fee (Rs.)Billing Cycle FY 26-27FY 27-28FY 28-29 Start DateRenewal DateAssigned TeamRemarks
Group Commercial Summary
Total Monthly Billing (Rs.)
—
Total One-Time Billing (Rs.)
—
Expected Annual Value (Rs.)
—
Active Entities
—
TaxKraft · Commercials Tracker
Beyond Compliance. Towards Growth.
Internal Use Only

TERMS & CONDITIONS

Data Usage Policy · DSC & OTP Authorisation · Limitation of Liability · Client Responsibility

Please read all clauses carefully before signing the onboarding form
Effective from the date of signing the Client Onboarding SheetTaxKraft Tax & Legal Consultancy · Noida

1 Definitions & Interpretation

"TaxKraft" refers to TaxKraft Tax & Legal Consultancy, having its principal office at H-96, GB Nagar HCL, Sector 63, Noida, Gautambuddha Nagar, Uttar Pradesh – 201301.

"Client" refers to the individual, proprietor, partner, director, company, LLP, trust, or any other legal entity that has signed and submitted this Client Onboarding Sheet.

"Services" means all professional services including but not limited to GST compliance, income tax return filing, TDS/TCS compliance, ROC/MCA filings, bookkeeping, payroll, legal advisory, and all other engagement work as mutually agreed.

"DSC" means Digital Signature Certificate issued by a licensed Certifying Authority under the Information Technology Act, 2000.

"OTP" means One-Time Password transmitted by Government portals to registered mobile numbers and email addresses.

2 DSC (Digital Signature Certificate) — Usage & Authorisation

The Client hereby grants an explicit, informed, and revocable authorisation to TaxKraft to use the Client's DSC(s) solely for the purpose of statutory filing and compliance activities. This authorisation covers filings with the Income Tax Department, GST Network (GSTN), Ministry of Corporate Affairs (MCA), TRACES, EPFO, and any other relevant regulatory authority. The Client confirms that the DSC(s) belong to the authorised signatory(ies) and that their use for the agreed engagement is legitimate and permitted under applicable law.

TaxKraft shall not use the DSC for any purpose beyond the agreed scope of services. Any misuse reported by the Client shall be investigated and resolved promptly.

3 OTP Authorisation

The Client authorises TaxKraft professionals to receive, access, and use One-Time Passwords (OTPs) transmitted by government portals to mobile numbers and email addresses registered in the Client's name, exclusively for completing authorised statutory compliance activities on behalf of the Client. This includes but is not limited to Income Tax Portal logins, GST Portal filings, MCA filings, and EPFO-related compliances.

4 Data Confidentiality & Security

TaxKraft shall maintain strict confidentiality of all data, documents, credentials, and financial records shared by the Client. All information shall be used solely for the purpose of rendering professional services. TaxKraft shall implement reasonable technical and organisational security measures to prevent unauthorised access, loss, or disclosure of Client data.

5 Client Responsibility

The accuracy, completeness, and genuineness of all data, documents, returns, and financial information provided to TaxKraft are the sole responsibility of the Client. TaxKraft's role is limited to professional assistance in compliance filing and advisory services based on the information provided. TaxKraft shall not be liable for consequences arising from incorrect, incomplete, or misleading data provided by the Client.

6 Fee & Payment Terms

All professional fees shall be as agreed and specified in the Scope of Work section. Fees are exclusive of Goods and Services Tax (GST) unless stated otherwise. Invoices shall be raised as per the billing cycle agreed. Late payments beyond the agreed credit period shall attract interest at 18% per annum. TaxKraft reserves the right to suspend services in case of non-payment beyond 30 days.

7 Limitation of Liability

TaxKraft's aggregate liability under this engagement shall not exceed the total professional fees paid by the Client in the immediately preceding 3 months. TaxKraft shall not be liable for indirect, consequential, or special damages arising out of or in connection with the services rendered.

8 Governing Law & Jurisdiction

This agreement shall be governed by the laws of India. Any disputes arising shall be subject to the exclusive jurisdiction of courts in Gautambuddha Nagar (Noida), Uttar Pradesh.

TaxKraft · Terms & Conditions
Beyond Compliance. Towards Growth.
Effective Date: Date of Signing

HOW TO USE THIS FORM

Simple guide for filling and submitting your onboarding form

OTP-verified email requiredTaxKraft · www.taxkraft.com
1
Verify your email first

In Section 02, enter your primary email and click Verify Email. You will receive a 6-digit OTP on your email. Enter it in the popup to verify.

2
Fill all sections

Complete all required fields (marked with *). Fill your business entities in Section 03 and scope of work in Section 05.

3
Accept all declarations

In Section 08, read and accept all 4 consent checkboxes. These are mandatory for submission.

4
Submit the form

Click Submit Onboarding Form. You will receive a confirmation email with a shareable link to your submitted form.

5
Download your form as PDF

Use the ⬇ Download PDF button in the toolbar anytime to save a copy of the form.

TaxKraft · Client Onboarding
Beyond Compliance. Towards Growth.
www.taxkraft.com