Taxation and accounting

Statutory, Internal and Tax Audits: Which Applies to You

Audit types for Indian businesses — statutory audit, tax audit 44AB thresholds, GST audit, internal audit and stock audits: who needs which and when.

Taxation and accounting · 4 min read · Updated 2026-01-15

"Audit" arrives in a founder's life wearing many uniforms — the company auditor who signs annual accounts, the tax audit your CA mentions every September, the GST officers' version, the bank's stock auditor. Each is a different exercise under a different law with different thresholds. Confusing them costs deadlines and penalties. Here is the full parade, and exactly which ones your business must salute.

Statutory audit: every company, every year

  • Who: all companies (private or public, any size, profit or loss) under the Companies Act; LLPs above ₹40 lakh turnover or ₹25 lakh contribution
  • What: an independent CA examines and opines whether the financial statements show a true and fair view
  • When: annually — feeding the AGM and ROC filings (AOC-4) on their calendar
  • Founder's note: auditor appointment, rotation and the audit-trail software rule are board responsibilities; a qualified opinion follows the company into every bank file

Proprietorships and ordinary partnerships have no statutory audit — their audit lives under tax law, below.

Tax audit: Section 44AB's thresholds

The Income-tax audit applies by size: businesses above ₹1 crore turnover (relaxed to ₹10 crore where cash receipts and cash payments each stay within 5% — the digital-business concession); professionals above ₹75 lakh gross receipts (raised from ₹50 lakh with the same digital condition); and presumptive-scheme cases that declare profits below the deemed rates while exceeding basic exemption. The output is Form 3CA/3CB with the detailed 3CD annexure — filed by 30 September (as extended year to year). Miss it and Section 271B penalties reach 0.5% of turnover (capped at ₹1.5 lakh); worse, the return rides on it.

GST 'audit': two different creatures

  • Self-side: the annual return GSTR-9 with self-certified reconciliation GSTR-9C above ₹5 crore — a filing, not a visit
  • Department-side: audit under Section 65 (notice ADT-01, your premises or their office) or special audit under Section 66 — selection-based, not annual
  • Your defence for both is identical: monthly reconciliations and a document binder maintained in peacetime
Thresholds at a glance

Company? Statutory audit — always. Turnover past ₹1 crore (₹10 crore if fully digital)? Tax audit. Past ₹5 crore? Add GSTR-9C. Bank limits sanctioned? Expect stock audits. None of the above and no company? You may legitimately have no audit at all.

Internal and management audits: optional, underrated

Internal audit is mandatory only for larger companies (by turnover/borrowing thresholds under Section 138), but voluntarily it is the owner's best fraud-and-leak detector: an independent professional testing purchases, cash, inventory and approvals quarterly. Related species: stock audits (lenders verify inventory behind CC limits — cooperate well; adverse stock audits freeze limits), concurrent audits in high-cash businesses, and due-diligence audits when investors or buyers arrive. Businesses that run internal checks meet every external audit already rehearsed.

Living with audits gracefully

One calendar: statutory accounts closed by June, tax audit fieldwork in July–August, 3CD filed September, GSTR-9/9C by December — with the monthly closes feeding all of them. One binder per year: financials, ledgers, reconciliations, statutory challans, agreements. And one attitude: auditors document what exists — businesses that treat them as adversaries get findings; businesses that treat them as annual health checks get advice. The cost of audit-readiness is a discipline; the cost of audit-surprise is a season.

How Aidwish helps

Aidwish maps which audits apply to each client, builds the single calendar and binder, prepares books to pass first time, and coordinates auditors — so audit season becomes administration, not archaeology.

FAQ

Questions, answered

My proprietorship has ₹80 lakh turnover. Any audit?

No statutory audit (not a company) and below tax-audit thresholds — none mandatory, provided you're not declaring sub-presumptive profits under 44AD. GST annual return applies per its own limits.

What is Form 3CD?

The tax audit's detailed annexure — dozens of clauses reporting loans, related-party dealings, TDS compliance, cash payments and more. It is the department's structured X-ray of your year; review it with your CA before filing, since its disclosures drive scrutiny.

Can the same CA do my statutory and tax audit?

Commonly yes for private companies — one auditor typically signs both. Independence rules restrict certain other services; internal audit, notably, must be separate from the statutory auditor.

What happens if I miss the tax audit deadline?

Penalty under 271B (0.5% of turnover, capped ₹1.5 lakh) unless reasonable cause, plus a return that can't be properly filed on time — with its own cascade. September is a real deadline; treat July as the finish line.

Ready to move forward?

Book a free consultation and get a clear, step-by-step plan for your business.