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2026–27 COMPANY COMPLIANCE GUIDE

ROC Annual Compliance 2026–27: AOC-4, MGT-7/MGT-7A & Checklist

A practical 2026–27 ROC annual filing checklist covering financial statements, Board’s Report, AGM records, AOC-4, MGT-7/MGT-7A and applicability-based filings.

QUICK ANSWER

There is no universal “30 September” ROC filing deadline

For a company that holds an AGM, the applicable AOC-4 form is generally filed within 30 days of the actual AGM. The annual return in MGT-7 or MGT-7A is generally filed within 60 days of the AGM. The correct calendar therefore starts with the company’s actual AGM and statutory position—not one date copied across every company.

OPCs, first-AGM cases, companies that did not hold an AGM, approved extensions and other special circumstances need a separate reference-date review.

AT A GLANCE

Core timelines and applicability checks

RequirementGeneral positionCheck before acting
AGMCompanies required to hold an AGM generally do so within the statutory period after the financial year closes.First AGM, extension, OPC and other exceptions can change the position.
AOC-4 / applicable variantGenerally within 30 days of the actual AGM for a company holding an AGM.Confirm whether standard, CFS, XBRL or another prescribed variant applies.
MGT-7 or MGT-7AGenerally within 60 days of the AGM or the date on which it should have been held.MGT-7A is for an OPC or an eligible small company; verify current eligibility.
ADT-1Filed for the relevant auditor appointment or reappointment where applicable.It is not a universal annual form; check the appointment event and filing period.
Director KYCRoutine KYC moved to a once-in-three-years framework from 31 March 2026.Check each DIN, any changed details and whether filing or reactivation is due.

WORKFLOW

ROC annual compliance checklist for 2026–27

  1. Confirm the entity and financial-year facts.Check company type, status, registered records, share capital, turnover, subsidiaries, AGM position and any extension.
  2. Close and reconcile the books.Match ledgers, bank balances, statutory dues, related-party items, loans, share capital and prior-year figures.
  3. Coordinate the statutory audit.Prepare the financial statements and supporting schedules, resolve audit observations and obtain the Auditor’s Report.
  4. Complete Board approval.Place the financial statements and Board’s Report before the Board, record approval and obtain the required signatures.
  5. Prepare and document the AGM.Issue the notice, keep attendance and resolutions, and preserve minutes and supporting records where an AGM applies.
  6. File the applicable financial-statement form.Select AOC-4 or the correct prescribed variant and attach the approved financial statements, reports and other applicable documents.
  7. File the correct annual return.Use MGT-7 or MGT-7A after checking the company’s eligibility and current master, director, member and shareholding information.
  8. Run the conditional-filing review.Check ADT-1, DPT-3, MSME-1, CSR-2, MGT-8, PAS-6, XBRL/CFS requirements and event-based filings instead of assuming every form applies.
  9. Check every director’s DIN/KYC status.Apply the post-March-2026 three-year framework and separately review changed contact/address details or inactive DINs.
  10. Store evidence and track follow-up.Keep signed documents, challans, SRNs, acknowledgements and any resubmission or clarification trail in the company’s compliance file.

DOCUMENT PACK

What to keep ready

Financial records

  • Trial balance and ledgers
  • Bank statements and reconciliations
  • Fixed-asset and statutory-dues records
  • Draft financial statements and schedules

Corporate records

  • Company master and director details
  • Board and AGM notices, attendance and minutes
  • Shareholding and member information
  • Registers, prior filings and SRNs

Reports and access

  • Auditor’s Report and Board’s Report
  • Consolidated accounts or XBRL data, if applicable
  • Valid DSCs and authorised signatory details
  • Conditional-form supporting documents

SCOPE CONTROL

Core work versus applicability-based work

Usually central to annual compliance

  • Accounts and financial statements
  • Audit coordination
  • Board’s Report and approval records
  • AGM documentation, where applicable
  • Applicable AOC-4 variant
  • MGT-7 or MGT-7A

Include only after an applicability check

  • ADT-1 and MGT-8
  • DPT-3 and MSME-1
  • CSR-2 and PAS-6
  • CFS, XBRL or sector-specific variants
  • Director KYC filing or DIN reactivation
  • Event-based forms and overdue filings

COMMON ERRORS

Mistakes that create avoidable rework

  • Building the calendar around a generic fixed date without checking the actual AGM.
  • Using MGT-7A without confirming OPC or current small-company eligibility.
  • Submitting outdated director, member, shareholding or registered-office details.
  • Missing Board approval, signatures, attachments or the correct AOC-4 variant.
  • Treating ADT-1, DIR-3 KYC or every conditional form as universally annual.
  • Ignoring pending event-based filings, resubmissions, inactive DSCs or earlier non-compliance.

FAQS

Frequently asked questions

Is there one fixed ROC annual filing due date for every company?

No. For a company that holds an AGM, the applicable AOC-4 form is generally filed within 30 days of the actual AGM and MGT-7 or MGT-7A within 60 days. OPC, first-AGM, no-AGM and extension situations need a company-specific reference-date check.

Should a company file MGT-7 or MGT-7A?

MGT-7A is the abridged annual return for an OPC or a company that qualifies as a small company under the current rules. Other companies generally use MGT-7. Eligibility should be checked for the relevant financial year before filing.

Is ADT-1 part of every company’s annual filing package?

Not automatically. ADT-1 records an auditor appointment or reappointment and is filed where the relevant appointment event and rules require it. Its applicability should be reviewed instead of presenting it as a universal annual form.

Is DIR-3 KYC still an annual filing after March 2026?

MCA replaced the routine annual KYC requirement with a simpler KYC intimation once every three years from 31 March 2026. Directors who were already KYC-compliant under the earlier regime are generally next due by 30 June 2028; changes and non-compliant DINs require a separate status check.

OFFICIAL REFERENCES

Check the governing source before filing

The statutory framework is in the Companies Act, 2013 and the applicable rules/forms. The 2026 director-KYC change is summarised in the Ministry of Corporate Affairs release below.

RELATED SERVICES

Annual Compliance for Companies →DIR-3 KYC for Directors →Company-specific compliance review →

CONTINUE READING

Annual Return vs Financial Statement Filing →