fortax-auditlisted

Audit fieldwork support for statutory, tax and internal audits - build the working paper file (index, lead schedules, analytical review of the trial balance, ratios, ledger scrutiny area by area, voucher sampling, tick marks, review points), pull Form 3CD and CARO data from the ledgers with source references, test internal financial controls (IFC under s.143(3)(i), or SOX 404 for US-linked groups) with sample sizes, evidence standards and deficiency classification, and draft management letter points. Opinions and sign-off stay with the auditor. Typical asks - "audit file ready karo", "ledger scrutiny karo", "vouching ke liye sample nikalo", "3CD ke clauses bharne hain", "CARO points", "IFC testing", "management letter".
amit-voais/fortax-skills · ★ 1 · Data & Documents · score 77

Install: claude install-skill amit-voais/fortax-skills

# Audit support and working papers Needs Python 3 and internet: runs `scripts/fortax.py` (the Fortax engine on ai.fortax.in; your file is processed and not stored). You prepare workings, samples, data pulls and flags with a source on every figure. **Opinions, materiality decisions, deficiency conclusions and sign-off are the auditor's.** Nothing here is audit or legal advice; every working paper is reviewed by the engagement partner. Rules change by year: sections below are cited for the Income-tax Act, 1961 (tax years up to 2025-26). From tax year 2026-27 the Income-tax Act, 2025 and its rules apply, with new section and form numbers — including the tax audit report. Before using a clause or limit, check it with `python3 scripts/fortax.py kb "<clause or limit>" --topics itr` and quote the source and captured date, or mark it "confirm on the portal / notification". ## Inputs - Trial balance for the current and previous year; ledgers (Tally/Busy/Zoho export, .xlsx/.csv). - Last year's audited financial statements, audit report, CARO report, tax audit report and management letter. - Fixed asset register, stock records, debtor/creditor ageing, loan statements and sanction letters, bank statements and BRS, GST returns (GSTR-1, 3B, 9/9C), 26AS/AIS, TDS returns, PF/ESI challans, board minutes, statutory registers. - The engagement type: statutory audit (Companies Act), tax audit (s.44AB), internal audit, bank or stock audit, IFC testing. Folder: `<Client>/<FY>/Audit/`