Ca Yogita Sharma

Qualified Chartered Accountant (ICAI, May 2026) with articleship experience in statutory and concurrent bank audit, tax audit, GST/TDS compliance, and financial statement preparation. Hands-on exposure to bank audit assignments for SBI (statutory audit) and UCO Bank (concurrent audit), including verification of loan documentation, regulatory compliance, and internal control review. Skilled in end-to-end GST and TDS/TCS compliance, income tax computation, and finalization of financial statements, with working knowledge of MS Office and Tally Prime and strong client and cross-functional coordination.

Articled Assistant (CA Articleship) at Rajan Modi & Associates, Chartered Accountants (2021-10 – 2024-10)

• Performed statutory audit of State Bank of India (SBI) and concurrent audit of UCO Bank, verifying compliance with RBI guidelines and applicable regulatory and audit requirements.
• Reviewed loan documentation and disbursement records, including property valuation reports on home loans and pledge documentation on gold loans, to identify compliance gaps for audit reporting.
• Conducted tax audits for partnership firms and proprietorship concerns; documented audit workpapers in accordance with applicable Standards on Auditing.
• Managed end-to-end GST compliance including return filing, reconciliations and advisory on compliance matters.
• Handled TDS/TCS compliance, including return filing and reconciliation with books of accounts.
• Prepared Income Tax Returns and tax computations for individuals and business entities.
• Prepared and finalized financial statements, performed bank reconciliations and ledger scrutiny to ensure accuracy and completeness.
• Maintained books of accounts using Tally Prime and coordinated directly with clients and government departments, monitoring deadlines and ensuring quality and timeliness of deliverables.
• Collaborated within audit teams across multiple concurrent engagements, contributing to a positive team environment while proactively seeking guidance and feedback.

CA Final – ICAI (2026-05)

CA Intermediate – ICAI (2024-05)

B.Com – Kurukshetra University (2018 – 2021)

12th Standard – CBSE (2018)