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CA & Legal Certifications India 2025 | Net Worth, Succession, Solvency, UDIN Certificates | TAXAJ
📜 UDIN-Verified · Advocate-Assisted · Court-Certified · Pan-India

CA & Legal Certifications in India — Trusted. Verified. Delivered.

One window for all your certification needs — UDIN-verified CA certificates (Net Worth, Turnover, Solvency, Tax Residency, Form 15CB) and court-issued legal certificates (Succession, Legal Heir, Probate, Guardianship). ICAI CAs + enrolled Advocates. 1–2 working days.

💰 Net Worth Certificate📊 Turnover Certificate🏛 Succession Certificate👨‍👩‍👧 Legal Heir Certificate🌍 Tax Residency / DTAA📋 Form 15CB
₹999
Starting price
1–2 Days
Most certificates
40+
Certificate types
4.9★
Google rating
Select Certificate Type

Pick your need → see timeline, price & apply

Net Worth Certificate — CA Certified

Total assets minus liabilities, certified by practising CA with UDIN. Required for visa, bank loan, guarantees, tenders. Accepted by all Indian banks, embassies and courts.

₹999
Starting
1–2 Days
Delivery
UDIN
Verified
CA
Certified
Apply for Net Worth Certificate →💬 WhatsApp for Query📅 Book Free CA Consultation
Turnover Certificate — CA Certified

Annual turnover / gross receipts of a business certified by CA, based on audited accounts or GST returns. Required for government tenders (GeM, CPWD), bank credit limits, MSME registration and export promotion.

₹1,499
Starting
1–2 Days
Delivery
UDIN
Verified
CA
Certified
Apply for Turnover Certificate →💬 WhatsApp for Query📅 Book Free CA Consultation
Succession Certificate — Court Issued

Court order from District Court granting legal right to inherit debts and securities (bank FDs, shares, bonds) of a deceased person who died without a Will. Filed by enrolled Advocate. 30–90 days.

Custom
Pricing
30–90 Days
Timeline
Court
Issued
Advocate
Filed by
Apply for Succession Certificate →💬 WhatsApp for Query📅 Book Free Consultation
★★★★★4.9 on Google · UDIN-Verified · Advocate-Assisted
UDIN Verified
🏛 ICAI Members
⚖️ Enrolled Advocates
📋 40+ Certificate Types
🇮🇳 Pan-India
4.9★ Google
Two Types of Certifications

CA Certifications vs Legal / Court Certifications — What's the Difference?

TAXAJ provides both types under one roof — CA-certified financial documents and court/advocate-issued legal certificates.

📜

CA Certifications

Issued by practising Chartered Accountants (ICAI members) with a valid Certificate of Practice (COP). These certify financial facts — income, net worth, turnover, solvency, foreign transactions. Every CA certificate carries a UDIN (Unique Document Identification Number) generated on the ICAI portal, making it tamper-proof and verifiable.

Governed by ICAI & Income Tax Act
UDIN mandatory on every document
Accepted by banks, embassies, courts, RBI
Typically delivered in 1–2 working days
⚖️

Legal / Court Certifications

Issued by courts (District Court, High Court) or Revenue Authorities (Tehsildar, SDM), filed by enrolled Advocates. These certify legal rights — succession, legal heirship, probate of a Will, guardianship, certified true copies of court records. They involve a formal legal process with notice, hearing and court order.

Governed by CPC, Indian Succession Act
Filed by enrolled Advocate in court
Required for property, bank, insurance claims
Timeline: 15 days – 3 months depending on type
All Certificate Types

CA Certificates + Legal Certificates — Complete List

Click any certificate to apply. 40+ types covered end-to-end by TAXAJ's CA and Advocate team.

💰
Net Worth Certificate
Most Requested

CA-certified statement of total assets minus liabilities at a specific date. Issued with UDIN on CA letterhead. Accepted by all Indian banks, foreign embassies, courts and government departments.

Visa — US B1/B2, UK, Schengen, Canada
Bank loan / OD limit / bank guarantee
Government tenders, court proceedings
From ₹999
📊
Turnover Certificate
For Tenders

CA-certified annual turnover / gross receipts of a business from audited accounts or GST returns. Format as required by specific tender authority — GeM, CPWD, NHAI, state PWDs, private contracts.

GeM, CPWD, NHAI tenders
Bank credit limit enhancement
MSME/Udyam registration, export promotion
From ₹1,499
🏦
Solvency Certificate
Tenders & Court

Confirms an entity has sufficient liquid assets to meet financial obligations. Based on audited balance sheet. Must carry UDIN. Widely required for tender pre-qualification and court-ordered solvency proof.

Tender pre-qualification (GeM, NHAI, PWD)
Court proceedings, customs clearance bonds
Visa for business category
From ₹1,499
🌍
Tax Residency Certificate (TRC)
For DTAA

Issued by Income Tax Dept confirming Indian tax residency. Required to claim DTAA benefits on foreign income — reduces TDS on foreign interest, royalties, dividends. Form 10FA → Form 10FB process.

Claim DTAA benefits on foreign income
Reduce TDS on foreign payments
Required by foreign payers / banks
From ₹2,499
🌐
Form 15CB (Foreign Remittance)
Section 195

CA certification under Section 195 confirming TDS correctly deducted on payments to non-residents. Required before filing Form 15CA for most foreign remittances above ₹5 lakh in a financial year.

Foreign payments to NR above ₹5 lakh
Import payments, subsidiary remittances
Freelancer USD/EUR receipts from abroad
From ₹1,999
📋
Income Certificate
For Individuals

CA-certified annual income statement of an individual from all sources for a specified year. Based on ITR. Required for scholarships, education fee waivers, housing board allotments, loan eligibility.

Scholarship & education fee waiver
Loan eligibility, housing board schemes
Section 80 deduction verification
From ₹999
🔖
30+ More CA Certificates
Custom

Transfer Pricing (Sec 92E), Fair Value of Shares, NGO Fund Utilisation, GST Refund Certification, Working Capital Certificate, NBFC Compliance, Capital Contribution, RERA Certification, KYC Proprietorship.

Transfer Pricing Certificate (Sec 92E)
Fair Value Certificate for Share Transfer
NGO / FCRA Fund Utilisation Certificate
Custom pricing
Who Needs These Certificates

Who Requires CA & Legal Certifications in India?

✈️
Visa Applicants
Net Worth Certificate for US B1/B2, UK, Schengen, Canada, Australia visa applications showing financial sufficiency
🏦
Bank Loan Seekers
Net Worth, Solvency & Income Certificates for home loans, business loans, OD limits, bank guarantee applications
🏗️
Tender Bidders
Turnover & Solvency Certificates for GeM, CPWD, NHAI, PWD, private contract pre-qualification requirements
🎓
Students
Income & Net Worth Certificates for scholarships, study abroad loan applications, fee waivers
👨‍👩‍👧
Legal Heirs / Families
Succession Certificate, Legal Heir Certificate, Probate for claiming bank accounts, FDs, property and insurance of deceased
🌍
NRIs & Exporters
Form 15CB, Tax Residency Certificate, DTAA benefit documentation for foreign income and remittances
🤝
NGOs & Trusts
Fund Utilisation Certificates for FCRA grants, CSR spending compliance, charitable trust annual certificates
🏢
Companies & LLPs
Transfer Pricing, Fair Value of Shares, Working Capital, Capital Contribution certificates for MCA and statutory compliances
⚖️
Court Litigants
Certified True Copies of court records, partition certificates, custody orders for ongoing legal proceedings and appeals
Simple Process

How to Get a Certificate from TAXAJ

1
Day 1 — 15 mins

Select certificate & share documents

Tell us which certificate you need. Share your documents (ITR, bank statements, financial statements) via WhatsApp or email. Our team confirms the correct format and checklist.

2
Day 1 — CA / Advocate Review

CA or Advocate reviews & verifies

For CA certificates: your assigned practising CA verifies all documents. For legal certificates: our enrolled Advocate reviews your case and prepares the court petition or application.

3
Day 1–2 / 15–90 Days

Certificate issued with UDIN / Court order

CA certificates: issued on letterhead with UDIN and emailed as signed PDF. Hard copy couriered on request. Legal certificates: petition filed in court, hearing attended, court order obtained and certified copy delivered.

4
Post Delivery

Ready to use + UDIN verification

For CA certificates: verify your UDIN at udin.icai.org. For legal certificates: certified copies carry court seal and are ready for submission to banks, embassies, or other authorities. TAXAJ provides assistance in using the certificate.

📋 Documents Needed

For Net Worth / Income / Solvency (CA)
📄 Latest 2–3 years' ITR
📄 Bank statements (last 6 months)
📄 Audited balance sheet (businesses)
📄 PAN card, property/FD/investment docs
For Succession / Legal Heir (Legal)
📄 Death certificate of deceased
📄 Aadhaar / PAN of all legal heirs
📄 Bank passbook / FD certificate / asset details
📄 Relationship proof (birth certificate, marriage cert)
For Form 15CB / Tax Residency (CA)
📄 Invoice / agreement with foreign party
📄 Nature & purpose of foreign payment
📄 PAN + SWIFT/IBAN of recipient
📄 Applicable DTAA details (if claiming treaty benefit)
Apply Now — Get Your Certificate →
Complete Guide

Everything You Need to Know — CA & Legal Certifications India

Detailed write-ups on each major certificate type — legal basis, when needed, and key differences that matter for your application.

📜

What is UDIN and Why Every CA Certificate Needs One

UDIN (Unique Document Identification Number) is an 18-digit number generated on the ICAI UDIN portal for every certificate attested by a Chartered Accountant. ICAI made it mandatory in 2019 after widespread cases of forged CA signatures. Format: 6 digits (ICAI membership no.) / 6 digits (date DDMMYY) / 3 digits (serial no.). Banks, RBI, the Income Tax Department, foreign embassies, and courts verify UDIN at udin.icai.org before accepting any CA-certified document. A certificate without UDIN is legally invalid. All TAXAJ CA certificates carry a valid, verifiable UDIN.

🏛

Succession Certificate vs Legal Heir Certificate — Key Difference

These two certificates are often confused. A Succession Certificate (Section 372, Indian Succession Act 1925) is court-issued and covers movable financial assets — bank deposits, FDs, shares, bonds, debentures, debts. A Legal Heir Certificate is issued by Revenue authorities (Tehsildar/SDM) and covers immovable property and government service benefits (pension, PF, gratuity). For bank account/FD claims of a deceased: Succession Certificate. For property mutation or government employee benefits: Legal Heir Certificate. TAXAJ's advocate team assists with both.

🌍

Net Worth Certificate for Visa — What Embassies Look For

Foreign embassies — particularly US, UK, Schengen (Germany, France, Italy, Spain), Canada and Australia — require a Net Worth Certificate from an Indian CA to assess your financial standing for a visitor/tourist visa. The certificate should show: total liquid assets (bank balances, FDs, savings), immovable assets (property with current market value), investments (stocks, mutual funds, insurance), and total liabilities. The certificate must be on CA letterhead, signed, stamped and carry a UDIN. TAXAJ formats the certificate as per each embassy's specific requirements. Delivery in 1–2 working days starting ₹999.

⚖️

Probate of Will — When Is It Compulsory?

Probate is compulsory in Mumbai, Kolkata and Chennai for Wills executed by a Hindu, Parsi or Christian testator in relation to immovable property located within those cities (Section 213, Indian Succession Act). In other parts of India, probate is optional but advisable when the Will is disputed or when banks/institutions require court-confirmation of the Will's validity. Probate is filed in the District Court or High Court by the executor named in the Will. TAXAJ's advocate team files probate petitions across all states. Timeline: 3–6 months depending on court.

📊

Turnover Certificate for Tenders — What CA Actually Certifies

When bidding for government or private tenders, a Turnover Certificate is required to establish that your business has achieved a minimum annual turnover in past years. The CA certifies this based on audited financial statements or GST returns (GSTR-1/3B) for the relevant years. The certificate must clearly state: name of business, PAN, GSTIN, financial year, turnover figure, and basis of certification (audited accounts / books of accounts). TAXAJ formats the certificate to match the specific tender authority's requirement (GeM, CPWD, NHAI, HPCL, Railways etc.). Most turnover certificates are delivered within 1–2 working days.

💰

Form 15CB — Required Before Every Large Foreign Payment

Form 15CB is a CA certificate under Section 195 of the Income Tax Act 1961, confirming that TDS has been correctly deducted on a payment made to a non-resident or foreign entity. It must be obtained before filing Form 15CA online (for most remittances exceeding ₹5 lakh in a year). The CA certifies: nature of payment, applicable DTAA (if any), TDS rate applied, and that the remittance is not taxable or has been correctly taxed. TAXAJ provides both Form 15CA filing + Form 15CB certification as a combined service. Required for: import payments, service fees to foreign parties, royalties, dividends to foreign shareholders, NRI remittances.

⚠️ Common Mistakes to Avoid
CA Certificate Without UDIN

Banks, RBI and embassies verify UDIN before accepting any CA certificate. A certificate without UDIN is legally invalid.

Confusing Succession vs Legal Heir Certificate

Banks require Succession Certificate for FDs/deposits. Legal Heir Certificate is for property mutation. Using the wrong one causes delays.

Skipping Form 15CB for Foreign Payments

Making foreign remittances above ₹5 lakh without Form 15CB violates Section 195. Penalties and bank reversal can result.

Wrong Format for Visa Net Worth Certificate

US, UK, Schengen consulates have specific expectations. Generic certificates get rejected. TAXAJ formats per embassy requirements.

✅ What TAXAJ Handles End-to-End
Right certificate type recommendation
Practising CA with valid COP for all CA certificates
UDIN generated on every CA certificate
Visa-specific net worth format per embassy
Tender-specific turnover certificate format
Enrolled Advocate for all court legal filings
Succession / Legal Heir / Probate petition filing
Court hearing attendance by Advocate
Form 15CB + Form 15CA combined service
Soft copy PDF same day + hard copy courier
Pan-India — all 28 states covered
Apply Now →

📋 All 31 UDIN Certificate Types on ICAI Portal

Every type TAXAJ issues — all carry valid UDIN.

#Certificate Type
1Net Worth / Capital Contribution Certificate
2Turnover Certificate
3Working Capital / Net Working Capital Certificate
4Statutory Records Certificate under Companies Act 2013
5Fair Value Certificate for Shares (merger, demerger, buy-back)
6Form 15CB — Foreign Remittance Certificate (Sec 195)
7Net Worth Certificate for Bank Finance
8Net Worth Certificate for Bank Guarantee
9Net Worth Certificate for Student Study Loan
10Net Worth Certificate for Visa (Foreign Embassy)
11Liquid Asset Certificate — Section 45-IB RBI Act
12Transfer Pricing Certificate — Section 92 Income Tax Act
13Fund / Grant Utilisation Certificate for NGOs
14Fund / Grant Utilisation Certificate for Statutory Authority
15Fund Utilisation Certificate under FERA/FEMA/other laws
16Charitable Trust / Institution Fund Utilisation Certificate
17Income Tax Deductions / Exemptions Certification
18GST Refund Claim Certification
19Exchange Control / FEMA / DGFT / ECB / EOU Certificate
20IPO / ICDR / LODR Compliance Certificates
21Bank Statutory Auditor Certificate
22Insurance Company Statutory Auditor Certificate
23Concurrent Audit Certificate (Banks)
24Short Sale of Securities Certificate
25Physical Verification of Securities
26KYC Certificate — Sole Proprietorship Confirmation
27Sources of Income Certificate
28Deductions & Exemptions Certificate
29Certificate under LLP Act
30RBI NBFC Statutory Auditor Certificate
31Certificate under RERA
FAQ

Frequently Asked Questions

A Net Worth Certificate is a CA-certified document showing total assets minus total liabilities at a specific date. Required for: visa applications (US, UK, Schengen, Canada), bank loans and OD limits, bank guarantees, student study loans, government tenders, and court proceedings. TAXAJ issues UDIN-verified Net Worth Certificates in 1–2 working days from ₹999, formatted per each embassy's specific requirements.
Succession Certificate (court-issued, Section 372 Indian Succession Act) covers movable financial assets — bank deposits, FDs, shares, bonds. Required by banks to release funds of a deceased. Legal Heir Certificate (Revenue Dept — Tehsildar/SDM) covers immovable property and government employee benefits (pension, PF, gratuity). For bank FD/deposit claims: Succession Certificate. For property mutation or government employee benefits: Legal Heir Certificate. TAXAJ handles both.
UDIN (Unique Document Identification Number) is an 18-digit number generated by ICAI for every CA-certified document — mandatory since 2019. Format: XXXXXX (CA's ICAI membership no.) / XXXXXX (date DDMMYY) / XXX (serial no.). Banks, RBI, Income Tax Dept, and embassies verify at udin.icai.org. A certificate without UDIN is legally invalid and will be rejected. All TAXAJ certificates carry a valid, verifiable UDIN.
Probate is compulsory in Mumbai, Kolkata, and Chennai for Wills by Hindu/Parsi/Christian testators for immovable property in those cities (Section 213, Indian Succession Act). Elsewhere, probate is optional but advisable when the Will is disputed. TAXAJ files probate petitions across all states. Timeline: 3–6 months.
Standard CA certificates (Net Worth, Income, Solvency, Turnover, Form 15CB) are issued in 1–2 working days. Complex certificates (Transfer Pricing, NBFC Auditor) take 3–5 days. Priority 24-hour service available. Legal certificates: Legal Heir — 15–30 days; Succession — 30–90 days; Probate — 3–6 months.
Form 15CB is a CA certificate under Section 195 of the Income Tax Act confirming TDS has been correctly deducted on payments to non-residents. Required before filing Form 15CA for most foreign remittances exceeding ₹5 lakh in a financial year. TAXAJ provides Form 15CB + Form 15CA as a combined service. Required for import payments, service fees to foreign parties, royalties, NRI remittances.

Need a Certificate? Get It in 1–2 Days.

UDIN-verified CA certificates + court legal certificates from practising CAs and enrolled Advocates across India.

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