Filling the certificate

Four steps: the entity, the tender, the figures, then review and issue.

1. Entity & Engagement

Who the certificate is about.

Select Existing Client

Pre-fills the entity from a saved business client: name, constitution, registered office, PAN and GSTIN. Picking another client replaces the current one — these formats certify one entity.

Name of the Entityrequired

Printed wherever the certificate says "the entity".

Constitution

Proprietorship, Partnership, LLP, Pvt Ltd, Public Ltd, Trust, HUF or Other.

Address of Registered Officerequired

Printed in the scope paragraph, which names the entity and where it is registered.

PAN

Validated for format.

GSTIN

Optional.

CIN / LLPIN

Optional, and typed rather than pre-filled — OptiVida does not store it against a client.

Certificate Daterequired

Engagement Daterequired

Paragraph 1 of every ICAI format cites the engagement letter and its date, so this is not optional.

2. Tender Details

The tender, and the level of assurance.

Name of the Appointing Authorityrequired

Printed in the address block at the top. It cannot be left blank: the ICAI checklist forbids "To whomsoever it may concern".

Address of the Appointing Authorityrequired

Authority Issuing the Tenderrequired

Also the party the Statement is submitted to, named in the restriction paragraph.

Date of the Tender Documentrequired

Clause of the Tender Documentrequired

The clause whose terms and conditions the Statement complies with.

Clause Prescribing the Net Worth Computationrequired

The clause setting out how net worth is to be computed.

Contract Reference

Optional. Leave it empty and the phrase disappears from the certificate rather than printing a gap.

Then the question that decides how the whole certificate reads:

Are audited financial statements available?required

Yes issues the certificate with reasonable assurance and an Opinion. No issues it with limited assurance, a Conclusion, and the list of procedures performed.

Audit opinion

Unmodified or modified. Only asked when audited statements are available.

The financial statements were audited by another firm

Adds the sentence recording that you relied on their audited financial statements and report.

The entity is a company

Retains the "as specified under section 143(10) of the Companies Act, 2013" phrase, which the handbook marks for companies only.

3. Turnover & Net Worth

One row per financial year. Enter the years oldest first — they print in the order you enter them, and so do the audit report dates built from them.

Financial Yearrequired

Only completed financial years are offered. A year that has not ended yet is not a year you can certify turnover for.

Annual Turnover (INR)required

Net Worth (INR)required

As computed by the method set out in the tender clause you named on the previous step.

Date of the Audit Report for this year

Used only on the audited reading, where the certificate names the report each year's figures came from. Three years means three reports, which is why the date sits on the row rather than being asked once.

4. Review & Issue

The same last step as every other certificate: check the preview, choose the issuing firm, and enter the UDIN.

Submitting takes you to the editor, where you can adjust the wording before exporting the PDF — the enclosed Statement is the second page.