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Certificates & UDIN

Certificates signed, and every UDIN recorded.

Prepare net worth, turnover and fund utilisation certificates on the practice letterhead, sign them with the certify right, and keep one register of every attest entry and its UDIN.

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Certificates & UDIN
4 rows
CertificateClientUDIN
Net worthMehta TextilesRecorded
TurnoverSharma TradersDue in 3 days
Form 15CBKapoor FoodsSigned
UtilisationIyer ConsultingDraft
Capabilities

What you can do with Certificates & UDIN.

Common certificates

Net worth, turnover and fund utilisation certificates, plus a general ICAI format.

One register

Register-only entries for audits, tax audits, GST audits and other attest work sit beside the certificates.

Signed with the right

Only members with the certify right sign, with the membership number from the partners list.

UDIN checked

Paste the UDIN from the ICAI portal; its format, the signer's membership number and duplicates are checked.

Window reminders

The signer is reminded daily from three days before the UDIN window ends.

On your letterhead

Certificate PDFs print on the practice letterhead with the UDIN line.

UDIN

No certificate left without its UDIN.

Signing a certificate marks its UDIN as due. Xegality never logs in to the ICAI portal: the partner generates the UDIN on udin.icai.org and pastes it, and the register checks it before it is saved.

UDIN pending
  • Turnover certificate · Sharma TradersSigned 2 Nov · CA Neha Agarwal3 days left
  • Form 15CB · Kapoor Foods LLPSigned 4 Nov · CA Neha AgarwalDue
  • Net worth · Mehta Textiles Pvt LtdUDIN checked and recordedDone
How it works

How Certificates & UDIN works.

  1. 1.

    Prepare

    Choose the certificate, the client and the figures; the text follows the format for that certificate.

  2. 2.

    Sign

    A member with the certify right signs it, and its UDIN becomes due.

  3. 3.

    Record the UDIN

    Generate the UDIN on the ICAI portal, paste it in, and download the PDF on your letterhead.

Xegality prepares and checks the work, and a member of your practice reviews and approves it before anything reaches a client. Returns and forms are filed by you on the government portals: Xegality is not a GSP or ERI and never asks for your clients' portal passwords.

Certificates & UDIN, explained.

Still curious? Talk to our team.

Does Xegality generate UDINs?
No. The signing partner generates the UDIN on the ICAI UDIN portal and pastes it in. Xegality checks its format, the membership number and duplicates.
How long is the UDIN window?
It's a practice setting, 60 days by default. Check it against the current ICAI guideline and change it if needed.
Where do Form 15CB entries come from?
When a member with the certify right approves a foreign remittance working in income-tax work, its Form 15CB entry is added to this register to be signed and given a UDIN.
Who can sign certificates?
Members with the certify right: owners and partners by default. The owner can change rights per role.

Works well with.

Certificates & UDIN shares its work with the rest of Xegality.

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