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Net worth and turnover certificate format for CAs, with a UDIN register

Print-ready certificate with annexure, UDIN check, and a searchable firm UDIN log.

YOU BRING
Your firm details, the client's figures and the UDIN from the ICAI portal
YOU GET
A net worth or turnover certificate with annexure, to print as PDF
YOUR DATA
Kept in this browser, or in your account once you log in.

Use the tool

  1. Fill in the details(you are here)
  2. Read the result(next)
  3. Download or print(next)
Your firm details (saved in this browser)

Client and purpose

Assets

Liabilities

Net worth: ₹0

UDIN

Generate the UDIN on udin.icai.org using the figures above, then paste it here. It prints on the certificate and goes into your register.

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IN SHORT

What the Net worth / turnover certificate + UDIN register does

This free tool drafts a CA net worth certificate or turnover certificate with its annexure, in the structure of ICAI's Guidance Note on Reports or Certificates for Special Purposes, and prints it to PDF. It checks the 18-character UDIN against the member's membership number and keeps a searchable UDIN register for the firm.

Updated

Net worth and turnover certificate format

Both certificates follow the structure of ICAI's Guidance Note on Reports or Certificates for Special Purposes, with an annexure that holds the figures. Read and adapt it to the engagement before signing.

Parts of the certificate
PARTWHAT IT COVERS
Responsibility of the clientThe client prepares the statement and keeps the records behind it.
Practitioner's responsibilityThe CA examines the amounts against the books and records.
OpinionNet worth as at a date, or turnover for the years in the annexure.
Restriction on useOnly for the purpose stated in the certificate.
AnnexureNet worth: assets and liabilities with the basis of each. Turnover: each financial year.
Assets
₹53,50,000
Liabilities
₹12,00,000
Land and building
₹45,00,000
Bank balances
₹8,50,000
Bank term loan
₹12,00,000
  1. Total assets: ₹53,50,000.
  2. Total liabilities: ₹12,00,000.
  3. Net worth is assets less liabilities.

Net worth ₹41,50,000 (Rupees Forty One Lakh Fifty Thousand Only), as the certificate states it.

UDIN checks on a certificate

A UDIN has 18 characters: two digits for the year, six for the membership number, then ten letters or digits. The tool checks the UDIN you paste. It does not generate one. Sample UDIN: 26123456ABCDEFGHIJ.

UDIN checks and their messages
CASEWHAT THE TOOL SAYS
Nothing enteredUDIN is required
Too shortUDIN must be 18 characters, this has 12
Does not start with 8 digitsUDIN must start with 8 digits (year + membership no) followed by 10 letters or digits
Membership number differsDigits 3–8 (123456) don't match membership no 654321
Year differs from the certificate dateUDIN year 26 doesn't match the document year 27
All three agreeAccepted

STEP BY STEP

How it works

  1. Enter your firm details once; they are remembered in your browser.
  2. Fill in the client, the purpose and the assets and liabilities, or the year-wise turnover. The certificate and annexure build as you type.
  3. Generate the UDIN on the ICAI portal, paste it in, print to PDF, and log it in your UDIN register.

GOOD TO KNOW

Common questions

Which format does the certificate follow?
It follows the structure of ICAI's Guidance Note on Reports or Certificates for Special Purposes: responsibility of the client, practitioner's responsibility, opinion, and restriction on use. Read and adapt it to the engagement before signing.
Does it generate the UDIN?
No. Only the ICAI portal can issue a UDIN. The tool checks that the UDIN you paste has 18 characters, carries your membership number and matches the year.

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