Compliance &
Documentation —
Every Document Right,
Every Bid Eligible
The most capable supplier loses a government or corporate bid for one reason more than any other: incomplete, inconsistent, or incorrectly formatted documentation. Procurement officers reject bids on technical grounds — missing CA certificates, turnover figures that don't match across submissions, experience certificates that don't match the required format, or quality certifications that haven't been aligned to the tender's specification. TaxClue prepares, formats, certifies, and uploads every document your procurement submissions require.
Prepare Your Procurement Documents
Expert review in ✅ 24 hours · All documents, all formats
Good Suppliers Lose Bids on Bad Documents — Every Single Day
India's government and corporate procurement system runs on documentation. A procurement officer evaluating 40 bids does not have time to seek clarifications — technically non-compliant submissions are rejected outright. The supplier whose documents are complete, correctly formatted, consistently worded, and properly certified advances. The supplier whose turnover certificate doesn't match the audited accounts, whose experience certificate is on company letterhead instead of the buyer's prescribed format, or whose ISO certificate is for a different scope than the product being tendered — is eliminated at the first stage.
Technical Disqualification
Bids are rejected without evaluation when any mandatory document is missing, incorrectly certified, or in a wrong format — no second chance given
Most Common Reason for RejectionInconsistency Between Documents
Turnover declared in the bid form must match the CA certificate which must match the audited accounts. Any discrepancy triggers rejection or query — and queries often mean elimination
Cross-Verification RiskExpired Certifications
An ISO certificate that expired 3 months ago is treated as no certificate at all. BIS licences, CDSCO registrations, FSSAI licences — procurement officers check validity dates
Easily PreventableWrong Prescribed Format
Many tenders — especially PSU and defence — provide prescribed formats for turnover certificates, experience certificates, and declarations. Submitting your own format, however accurate, is non-compliant
Format ComplianceScope Mismatch in Certifications
ISO 9001 for "manufacturing of office furniture" submitted in a tender for "IT equipment supply" — the certification scope doesn't cover the product being bid. Assessors check scope, not just certificate
Scope VerificationLast-Minute Scramble
Most document errors happen because documents are assembled hours before the submission deadline. TaxClue prepares complete document packages in advance — ready when any relevant tender appears
Prevention, Not EmergencyFrom Raw Financial Data to Procurement-Ready Document Packages
TaxClue's 6 compliance documentation services cover every document category that procurement authorities evaluate — from basic financial certifications to complex quality certification alignment.
Vendor Assessment Documentation — The Full File, Audit-Ready
Every vendor assessment — whether NSIC, CRISIL, D&B, or a PSU empanelment — begins with a document submission package. This package is the assessor's first and often only impression of your business. A complete, well-organised, internally consistent document file achieves a higher assessment grade than the same business with a poorly compiled submission.
TaxClue compiles the full vendor assessment document package — collecting, organising, cross-verifying for consistency, and formatting every document to the specific agency's requirements. Documents are checked against each other (turnover in audited accounts vs GST returns vs IT returns vs the assessment form itself) before submission, eliminating the inconsistencies that trigger queries or grade reductions.
- Cross-Document Consistency CheckEvery figure that appears in multiple documents — annual turnover, net worth, date of incorporation, registered address — is verified to be identical across all submissions before the package goes in
- Assessment-Specific FormattingNSIC, CRISIL, ICRA, D&B, and individual PSU empanelment portals each have their own document format requirements. TaxClue formats the same underlying information differently for each target agency
- Capability Statement DraftingMany assessments require a narrative company profile — manufacturing capability, quality systems, workforce, customer track record. TaxClue drafts this to match the assessment criteria weighting
- Gap Identification Before SubmissionMissing documents, expired certificates, or pending filings are identified before submission — giving time to fix rather than receiving a query or partial assessment grade
The most common assessment downgrade reason: Turnover declared in the self-declaration form is ₹5 crore. Audited P&L shows ₹4.2 crore. GST annual returns show ₹4.7 crore. Three different numbers for the same metric — assessors treat this as unreliable data and downgrade accordingly.
Vendor Assessment Document Package — Full Checklist
Turnover & Financial Document Preparation — Present Financials in Their Strongest Legitimate Form
Turnover and financial documents are the most frequently requested and most frequently incorrectly prepared category of procurement documentation. Government tenders require annual turnover for the preceding 3 years — but the definition of "turnover" varies: some tenders mean revenue from operations (P&L line), some mean total income, some mean "average of last 3 years," some mean "minimum in any one of last 3 years." Presenting the right figure in the wrong definition is grounds for rejection.
TaxClue analyses the turnover definition in each specific tender, extracts the correct figure from audited accounts, prepares the CA-certified turnover statement in the required format, and reconciles it against GST returns and ITRs to ensure complete consistency across all financial disclosures in the same submission.
- Tender-Specific Turnover Definition AnalysisTaxClue reads the specific tender clause defining turnover eligibility — "revenue from operations," "net sales," "average of last 3 years," "minimum ₹X crore in any one year" — and prepares the corresponding figure
- Three-Year Financial Summary PreparationStructured financial summary table — year-wise turnover, net worth, profit/loss, current ratio — in the format most assessment authorities expect, sourced directly from audited accounts
- GST-ITR-Audit Reconciliation StatementWhen turnover figures across GST returns, ITR, and audited accounts differ (due to legitimate reasons like advances, exemptions, or timing), a reconciliation note prepared and signed by CA to explain differences before assessors raise queries
- Net Worth CertificateFor bids requiring minimum net worth (common in capital goods and infrastructure tenders), CA-certified net worth statement prepared from balance sheet in the prescribed format
- Solvency Certificate SupportSome tenders require a solvency certificate from a bank — TaxClue prepares the bank application, required supporting documents, and format template for the bank to use
Common Turnover Definition Variations — And What Each Requires
Critical reconciliation scenario: If your GST annual return shows ₹6.2 crore turnover but your audited accounts show ₹5.8 crore — an unexplained gap triggers an assessor query. TaxClue prepares a CA-signed reconciliation note explaining the difference (e.g. advance receipts taxed under GST but not yet recognised as revenue under Ind AS) before any submission that includes both documents.
CA Certificate Support — The Right Certificate, in the Right Format, by the Right Authority
CA certificates are required across virtually every significant procurement submission — but the type, format, level of specificity, and the CA's declaration language vary significantly by tender and assessment. A generic CA certificate that confirms "turnover as certified from books of accounts" may not satisfy a tender that requires "turnover from supply of IT hardware to government entities certified by a practising CA with UDIN."
TaxClue's CA certificate support service bridges between what your company's CA has prepared and what the specific tender requires. TaxClue prepares the precise draft language for the required certificate — including all mandatory statements, UDIN requirement, correct financial year references, and tender-specific declarations — which is then signed and stamped by your CA (or by a TaxClue empanelled CA if required).
- Tender-Specific Certificate LanguageMany tenders provide prescribed text for CA certificates — TaxClue extracts this from the tender document, verifies completeness, and drafts the certificate accordingly
- UDIN ComplianceSince 2019, all CA certificates above a threshold require a Unique Document Identification Number (UDIN) generated by the ICAI. Missing UDIN invalidates the certificate — TaxClue ensures this requirement is met
- Turnover Certificate — Multiple FormatsAnnual turnover, average turnover, category-specific turnover, government sector turnover — TaxClue prepares each variant in the exact format required by the specific tender or assessment
- Net Worth & Solvency CertificatesFor capital-intensive tenders requiring minimum net worth declarations, certificates prepared from the balance sheet in the prescribed format with correct balance sheet date references
- Related Party Transaction DeclarationsSome tenders require CA confirmation of related party transactions, group company structures, or beneficial ownership — prepared accurately to prevent undisclosed relationship queries
- CA Empanelment if RequiredIf your existing CA is unavailable, not registered with ICAI for practice, or unfamiliar with procurement certificate requirements, TaxClue arranges an empanelled practising CA to issue the required certificate
Turnover Certificate
Annual, average, category-specific — all variants, all tender formats. UDIN-compliant
Most RequestedNet Worth Certificate
From balance sheet — minimum net worth declarations for capital goods & infrastructure bids
Capital TendersSolvency Certificate
Bank solvency application prepared with supporting docs — format template for bank
Bank-IssuedTax Compliance Certificate
No-dues confirmation, PAN verification, TDS compliance — for PSU and defence submissions
PSU / DefenceRelated Party Declaration
Group structure, holding company, subsidiary relationships — disclosed accurately to avoid post-award issues
TransparencyAddress & Existence Certificate
Confirms business at registered address — required by some PSUs for first-time vendor registrations
EmpanelmentUDIN is non-negotiable: Since 1 July 2019, ICAI has mandated UDIN for all certificates issued by practising CAs for use in government, regulatory, or financial submissions. A CA certificate without UDIN — or with a UDIN that doesn't match the document — is treated as invalid by most procurement authorities. TaxClue verifies UDIN on every CA certificate before submission.
ISO / BIS / CDSCO Document Alignment — Certification That Actually Proves What the Tender Requires
Holding a quality or regulatory certification is only the beginning. Submitting it effectively in a procurement context requires verifying that the certificate's scope covers the products being tendered, that the certificate is current and not approaching expiry, that the certification body is accredited by the authority the tender recognises, and that the certificate is supported by the correct supplementary documents (scope schedules, product lists, accreditation references).
TaxClue's certification alignment service reviews your existing ISO, BIS, CDSCO, NABL, and other regulatory certifications against the specific requirements of each tender or assessment submission — and prepares a certification evidence package that is unambiguous to the evaluating authority.
- Scope VerificationThe ISO 9001 certificate scope is matched against the product category in the tender — if the scope says "manufacturing of industrial fans" but the tender is for "supply of industrial fans," TaxClue advises whether this is compliant and how to present it
- Validity and Renewal CalendarCertificates approaching expiry during the bid evaluation or contract execution period are flagged — an expired certificate mid-contract is a serious compliance breach
- Accreditation Body VerificationSome tenders specify accreditation — "ISO 9001 from a body accredited by IAF member" or "BIS licence under Scheme I." TaxClue confirms your certification meets the specific accreditation requirement
- Supplementary DocumentationISO certificates are accompanied by scope schedules listing certified processes — BIS licences have licence numbers for each product — CDSCO registrations list specific device classes. These supplements are included in the submission package
- Multi-Standard AlignmentWhen a tender requires multiple certifications (ISO 9001 + ISO 14001, or BIS + ISI + FSSAI), TaxClue prepares a unified certification summary that shows all certifications, their scopes, validity, and certifying bodies in one document
ISO Standards
Quality, Environment, Safety
BIS / ISI Mark
Indian Standards Compliance
CDSCO / Drug Licence
Medical & Pharma Compliance
Certification Submission — What Evaluators Check
Past Performance Upload Support — Every Order Evidenced, Every Reference Verified
Past performance documentation is often the most labour-intensive part of a bid submission — and the part most frequently done inadequately. Government tenders require proof of supply experience: that you have supplied similar goods or services in the past, to buyers of similar scale, at similar order values, with satisfactory performance. "Similar" is defined by the tender — and the evidence must match that definition precisely.
TaxClue organises your past order history, selects the most relevant orders that best match the tender's experience criteria, prepares or verifies the supporting documents (purchase orders, delivery challans, completion certificates, buyer confirmations), and formats the past performance statement in the prescribed format — including the mandatory sections that sellers routinely miss.
- Experience Criteria MappingTaxClue reads the specific experience clause — "supply of at least ₹50 lakh of IT equipment to any Central Government entity in any one of the last 3 years" — and identifies your orders that best satisfy this, even when your records are not well-organised
- Supporting Document AssemblyFor each qualifying order: the purchase order, delivery challan / proof of delivery, invoice, and buyer's completion or satisfactory performance certificate — compiled into a single, logically organised evidence file
- GeM Past Performance UploadOn GeM, past performance is uploaded through a structured portal module. TaxClue completes this upload correctly — order values, buyer details, delivery dates, and performance ratings — ensuring your seller profile shows the strongest possible track record
- Missing Documents RecoveryFor old orders where challans or completion certificates are missing, TaxClue advises on what substitute evidence is acceptable (bank credit confirmation, invoice acknowledgment, buyer email) and how to present it
- CPPP / Portal Upload FormattingCentral procurement portals have specific document size limits, file format requirements, and upload field structures. TaxClue manages the technical upload process, not just document preparation
What Constitutes a Complete Past Performance Record
Purchase Order / Work Order
The original PO from the buyer — confirms the product/service, order value, delivery timeline, and buyer identity. Must be on buyer's letterhead, signed and stamped.
Primary EvidenceDelivery Challan / Proof of Delivery
Signed delivery receipt or POD confirming goods were received by the buyer at the specified delivery point. Critical for goods — without POD, performance cannot be confirmed.
Mandatory for GoodsInvoice with Buyer Acknowledgment
Tax invoice issued against the PO — ideally with buyer stamp acknowledging receipt. Bank credit entry for the payment can substitute if invoice acknowledgment is unavailable.
Financial EvidenceCompletion / Satisfactory Performance Certificate
Letter from the buyer confirming satisfactory completion of supply or service. Most tenders mandate this — without it, the order may not be counted even if PO and invoice are available.
Most Often MissingGeM Order ID or Contract Reference
For GeM past performance, the GeM order ID is the primary reference. For CPPP and other portals, contract reference numbers and NIT/bid numbers are required fields.
Portal-SpecificCompletion certificates are the most frequently missing document — and the most impactful. For clients without existing certificates from past buyers, TaxClue drafts a completion certificate in the correct format and advises on how to get it signed retrospectively by the buyer's authorised officer. Most buyers are willing to sign a correctly formatted certificate for completed work.
Experience Certificate Formatting — Correctly Structured, Precisely Worded, Procurement-Valid
An experience certificate is more than a letter from a past client saying your work was good. In government and corporate procurement, it is a formal document with specific mandatory elements — the buyer's name, address, and designation of the signing officer; the contract or PO number; the description of goods or services that must exactly match the category language in the tender; the period of performance; the value; and a specific statement of satisfactory completion.
Experience certificates that are vague, missing mandatory fields, signed by an officer without sufficient authority, or worded in a way that doesn't match the tender's experience definition are treated as inadequate — even if the underlying supply was genuine. TaxClue formats experience certificates precisely, using the tender's exact category language, for each specific submission.
- Tender-Specific Language MatchingIf the tender requires "experience in supply and installation of CCTV surveillance systems for government organisations," the certificate must describe the past work using that exact category — not "security equipment supply" or "camera installation"
- Mandatory Field CompletenessBuyer name and address, contract number, description of supply, period, value, satisfactory completion statement, signing officer name and designation, date, seal — all fields present and accurately filled
- Prescribed Format ComplianceMany PSUs and government buyers provide their own prescribed experience certificate format as an annexure to the tender. TaxClue uses the prescribed format — not a standard template that may omit required fields
- Authority of Signing OfficerExperience certificates signed by junior-level staff are frequently questioned. TaxClue advises the appropriate designation — typically a procurement officer, project manager, or GM level — and formats the certificate with the correct authority designation
- Multi-Order Certificate ConsolidationWhere multiple smaller orders from the same buyer collectively satisfy the experience threshold, TaxClue consolidates them into a single consolidated certificate or an aggregate summary with individual order references
Mandatory Elements in a Valid Experience Certificate
| Certificate Element | Compliant | Non-Compliant (Rejected) |
|---|---|---|
| Description of supply | "Supply of 50 nos. BIS-certified LED streetlights, 100W, IP65" | "Electrical goods supply" |
| Value | ₹14,20,000 excl. GST (₹16,87,600 incl. GST 18%) | "Approximately ₹15 lakh" |
| Performance statement | "Supply completed satisfactorily within delivery timeline" | "Good vendor, recommended for future work" |
| Signing officer | Executive Engineer (Procurement) — Name, Designation, Seal | Junior Engineer or unsigned |
❓ Frequently Asked Questions
Urgent turnarounds are something TaxClue handles regularly — procurement deadlines are rarely convenient. For a five-day deadline, the critical path is: (1) immediate document audit on day one to identify what exists and what is missing; (2) collection of raw source documents (audited accounts, IT returns, GST returns, past POs) from you within 24 hours; (3) CA certificate drafting, experience certificate formatting, and vendor assessment package compilation within 48–72 hours; (4) final review and any last corrections in the remaining time before submission. The main variable is how quickly you can provide the source documents — TaxClue's processing time is typically 24–48 hours once source documents are received. For a 5-day deadline, engage TaxClue immediately and gather your source documents while our expert is reviewing the tender requirements. Contact us on WhatsApp for urgent requests — we monitor it continuously during business hours.
A two-year-old company facing a "3 years past experience" requirement has limited options — but more than it might think. First, TaxClue checks whether the experience requirement is for the company or for the key personnel — many tenders allow the experience of the technical team members (directors, key engineers) to substitute for or supplement the company's experience. Second, if the promoter ran a previous business (proprietorship, partnership) that supplied similar goods, that prior entity's experience may be documentable in certain procurement contexts. Third, for Central Government tenders, MSME registered companies sometimes get a relaxation on experience requirements under the Public Procurement Policy for MSMEs — TaxClue checks if this applies. Fourth, for some PSU tenders, consortium arrangements allow a newer company to partner with an experienced entity. Not every workaround applies to every tender, but TaxClue analyses the specific tender's eligibility clause to identify every legitimate pathway before concluding that a company is ineligible.
In most cases, yes — "design and manufacture of pumps" covers supply of pumps, as supply is a downstream activity that flows from manufacturing. However, a careful evaluating officer may raise a query asking how "manufacture" covers "supply" — this is especially common in conservative PSU evaluations. TaxClue prepares a brief scope coverage note for inclusion with the certificate — a one-paragraph explanation of why the certified scope encompasses the tender requirement, supported by the ISO standard's definition of "supply chain" activities included in the certification. This pre-empts the query. Where there is genuine ambiguity (for example, the scope says "design of pumps" only, without manufacturing), TaxClue advises on whether a scope extension application to the certification body is feasible within the bid timeline, or whether an alternative supporting document (factory registration, product testing report) can supplement the certificate submission.
Buyer reluctance to issue completion certificates is common — the buyer's officer responsible for the contract may have moved, the procurement department may have a policy of not issuing retrospective certificates, or there may simply be bureaucratic inertia. Options, in order of preference: (1) TaxClue drafts the certificate in the correct format and requests the buyer to simply sign it — removing all drafting effort from the buyer often overcomes inertia; (2) if the buyer will not sign a certificate, request an email confirmation of the supply and satisfactory completion — a signed email from an authorised officer is often acceptable in place of a formal certificate in dispute situations; (3) bank credit entries for the payments received from that buyer, combined with the original purchase order, form a documentary trail that can substitute in many non-government tender contexts; (4) for GeM, past orders placed through GeM itself are automatically recorded and verifiable without requiring a separate certificate from the buyer. TaxClue advises which substitution is likely to be accepted based on the specific procurement authority's evaluation norms.
UDIN stands for Unique Document Identification Number — a 18-digit unique reference generated by the ICAI's (Institute of Chartered Accountants of India) online portal at udin.icai.org by the CA at the time of signing a certificate. It was made mandatory from July 2019 for all certificates issued by practising CAs for use in financial, regulatory, or government submissions. A CA certificate without UDIN, or with an invalid or revoked UDIN, is treated as potentially fabricated — since the UDIN system allows any third party (including a procurement officer) to verify the certificate by entering the UDIN on the ICAI website and confirming that it matches the declared financial figures and the CA's details. If a UDIN is missing: procurement authorities that actively verify will reject the certificate outright. Those that don't verify may accept it for now — but if the certificate is ever challenged (post-award audit, litigation, debarment proceedings), the missing UDIN creates a serious credibility problem. TaxClue verifies UDIN existence and validity on every CA certificate before it is submitted in any procurement context.
⚠️ 8 Documentation Errors That Cause Bid Rejections
- Turnover figures inconsistent across the bid form, CA certificate, audited accounts, and GST annual return — procurement officers cross-check all four and reject unexplained discrepancies without seeking clarification
- CA certificate without UDIN — increasingly being checked by procurement authorities; certificates without UDIN are treated as potentially fabricated and disqualify the bid
- ISO certificate with scope that doesn't cover the product or service being tendered — "manufacturing of industrial equipment" does not cover "supply of medical devices" even if both are in your product range
- Experience certificate signed by a junior employee without authority — an accounts executive's signature is not equivalent to a procurement manager or authorised officer signature; challenge is routine
- Performance certificates that say "good work" instead of "supply completed satisfactorily within the stipulated delivery schedule" — vague performance language fails the specific performance statement requirement
- Submitting the same document set for multiple tenders without adjusting the experience description to match each tender's category language — a mismatch between "IT equipment supply" experience and a tender for "computer hardware and peripherals" fails even though they are the same products
- BIS licence number not included in the product quality section — BIS-mandated product categories require the licence number in the bid, not just a scanned certificate; a missing licence number is treated as non-compliance even if the certificate is attached
- Past performance upload on GeM or CPPP portals done incorrectly — wrong order value field, date format errors, missing mandatory portal fields — the upload appears complete to the seller but is rejected or not counted by the system
Trusted by 10,000+ Clients Across India
4.9 / 5 average rating · Google Reviews · Verified procurement clients
"We had lost two consecutive NTPC tenders for the same reason — our CA turnover certificate figures didn't match our audited accounts. TaxClue found the discrepancy immediately: our CA had been using provisional figures instead of audited ones. Fixed with a reconciliation note and restated certificate. Third bid, we were shortlisted."
"Our ISO 9001 certificate scope said 'design and manufacture of valves' but the ONGC tender required 'supply of industrial valves.' TaxClue prepared a scope coverage note and aligned it with our factory registration. ONGC accepted the documentation without a query. We've since got our scope updated — TaxClue arranged that too."
"TaxClue prepared our entire vendor assessment document package for NSIC in 6 days — including getting our CA to reissue certificates with UDIN, formatting our experience certificates to match NSIC's prescribed format, and reconciling a ₹48 lakh discrepancy between our ITR and GST return figures. We got SE1A on first attempt."
"A past client refused to issue a completion certificate for a ₹32 lakh order from 3 years ago. TaxClue drafted the certificate in the correct PSU format and we sent it to the client for signature. They signed it the same day — they were happy to, they just hadn't known the format we needed. That certificate helped us win a ₹1.4 crore Railways tender."
"GeM's past performance upload module is confusing — we'd uploaded 12 orders incorrectly (wrong value fields, wrong date format) and they weren't being counted in our performance score. TaxClue corrected all 12 uploads in one day. Our GeM seller rating jumped from 3.2 to 4.6 stars. Bid invitations increased immediately after."
"We had a bid closing in 4 days and were missing a CA net worth certificate, two experience certificates, and our CDSCO device registration alignment for a medical equipment tender. TaxClue delivered all three in 72 hours. We submitted with 18 hours to spare. We didn't win — but we were technically compliant, which we'd never been before."
Complete Your Procurement Readiness
Your Technical Capability Is There. Your Documents Must Prove It.
Procurement is won on documentation as much as on price and capability. TaxClue prepares every document your submission needs — complete, consistent, correctly certified, and formatted for the specific tender or assessment you are targeting.
🔒 Confidential · NDA on request · Urgent turnaround · 4.9★ · CA-Certified · GeM · PSU · Defence · Corporate