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Tax Audit Applicability: Step-by-Step Process Explained

27 July 2026 by
Tax Audit Applicability: Step-by-Step Process Explained
Gaurav Kumar

Understanding Tax Audit Applicability — a review of a business's or professional's accounts required under the Income Tax Act once turnover or receipts cross specified thresholds — starts with knowing exactly what the process involves. Here's a step-by-step breakdown for businesses and professionals crossing the applicable turnover/receipts threshold.

Step 1

Determine applicability based on turnover/receipts thresholds.

Step 2

Engage a Chartered Accountant to conduct the audit.

Step 3

Provide books of account and supporting documents for review.

Step 4

File the tax audit report before the applicable deadline.

Documents to Keep Ready

Before starting, it helps to have these ready so the process moves without unnecessary back-and-forth:

  • Books of account maintained through the year
  • Turnover or gross receipts computation
  • Reconciliation of cash and digital transactions
  • Supporting vouchers and invoices for major expenses
  • Prior year's tax audit report for reference
  • Details of any related-party transactions

What to Watch Out For

Not tracking turnover through the year to anticipate applicability — this is one of the most frequent slip-ups at this stage, so it's worth double-checking before you proceed.

Need Help With This?

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