Admin: Generate Form N Filing Pack

Admin: generate Form N filing pack

Requires: Maharashtra CHS society (mh_chs_v1 pack) with society accounting and maintenance billing active.

Applies to tasks: ACCOUNTS_FINALIZE, AUDIT_HANDOVER (and member inspection variant).

Before you generate

1. Open ACCOUNTS_FINALIZE on the compliance timeline.
2. Check readiness score — aim for 100%. Common blockers:
   • Billing cycles for the FY not approved and issued
   • Trial balance not balanced
   • Draft invoices in the FY
   • Incomplete member/share capital register
   • Unreconciled expense entries
3. Fix blockers via deep links to billing and finance screens.
4. Tap Recompute readiness after fixes.

Generate the pack

1. On task detail, tap Generate filing pack → mh_form_n_pack.
2. Plinth builds from live GL data:
   • Form_N_Balance_Sheet.pdf
   • Income_Expenditure.pdf
   • Receipts_Payments.pdf
   • Member_List_Active_Inactive.csv
   • Schedules_Debtors_Creditors.csv
3. Pack stores immutably with generated_at, data_hash, and trial_balance_hash in manifest.
4. Download and review PDFs. Footer includes legal disclaimer — not legal advice.

Member inspection (optional)

For MEMBER_INSPECTION (16–31 May window), generate mh_member_inspection_pack. Optionally Publish to document vault so members can inspect accounts during the statutory window.

Audit handover

For AUDIT_HANDOVER (1 June), generate mh_audit_handover_pack — includes Form N files plus Tally export, billing invoice summary, expense entries, and bank reconciliation status in Audit_Handover.zip.

After generation

• Mark task in_progress while committee reviews.
• Mark submitted on the statutory date (e.g. 15 May for accounts finalization).
• Upload auditor engagement letter as external artifact if required.

Stale pack warning

If a new invoice is issued after generation, the UI shows "Pack stale — regenerate". Regenerate with reason; old artifact remains in history.

FAQ

Can I edit numbers in the PDF? No — corrections happen in billing/accounting, then regenerate.

Is Form N-1 included? Form N-1 is the auditor's signed audit memorandum — upload as external artifact on AUDIT_REPORT_UPLOAD, not generated by Plinth.

Non-Maharashtra societies? Generic financial packs apply until state L1/L2 templates ship; Form N naming is Maharashtra-specific.