🏛️ Companies Act 2013 — Complete Compliance Guide

Companies Act 2013
Compliance Guide

Everything a Private Limited, OPC, or Public Company needs to know — incorporation, annual filings, board meetings, AGM, audit, CSR, director duties, related party transactions and penalties.

HomeComplianceCompanies Act 2013 Guide

📖 What is the Companies Act 2013?

The Companies Act 2013 is the primary legislation governing the formation, regulation, and dissolution of companies in India. It replaced the Companies Act 1956 and is administered by the Ministry of Corporate Affairs (MCA) through the Registrar of Companies (ROC).

The Act has 470 Sections, 7 Schedules and is supported by 29+ sets of Rules. It covers every aspect of a company's life — from incorporation to winding up — and introduces several key concepts like One Person Company (OPC), Small Company, dormant company, independent directors, class action suits, and mandatory CSR.

👉 Every Private Limited, Public Limited, OPC, Section 8 (NGO), and Nidhi Company registered in India must comply with this Act.

470

Sections

7

Schedules

29+

Rules Sets

2013

Year Enacted

🏢 Types of Companies & Their Compliance Load

Choose your company type to understand applicable compliances

🏢

Private Limited (Pvt Ltd)

Members:2–200 shareholders
Directors:Min 2, Max 15
Capital:No minimum paid-up capital
Statutory Audit:Mandatory (every year)
AGM Required:Yes — by 30 Sep
CSR:If threshold crossed
👤

One Person Company (OPC)

Members:1 (nominee required)
Directors:Min 1, Max 15
Capital:No minimum
Statutory Audit:Mandatory
AGM Required:Not required (Board meeting)
CSR:Not applicable
🏛️

Public Limited Company

Members:Min 7 (no max)
Directors:Min 3, Max 15
Capital:No minimum
Statutory Audit:Mandatory
AGM Required:Yes — by 30 Sep
CSR:If threshold crossed
🏪

Small Company

Members:Same as Pvt Ltd
Directors:Min 2
Capital:Paid-up capital ≤ ₹4 Cr AND T/O ≤ ₹40 Cr
Statutory Audit:Mandatory (reduced penalty benefit)
AGM Required:Yes — by 30 Sep
CSR:Not applicable (usually)

📋 Annual Compliance Checklist — Month by Month

What needs to be done and when throughout the financial year

📆 April – June
!

DPT-3 filing (Return of Deposits / Outstanding Loans)

30 June

Board meeting — Q1 (within 120 days of last meeting)

By June/July
!

Advance Tax — 1st Installment (15%)

15 June
!

MSME-1 for Oct–Mar period (if applicable)

30 April

Update statutory registers for FY changes

Ongoing
📆 July – September
!

Finalize Financial Statements with auditor

Before AGM
!

Board meeting to approve Directors' Report + Financial Statements

Before AGM
!

Send AGM notice (min 21 clear days before)

Before AGM
!

Hold AGM — Annual General Meeting

By 30 September
!

ADT-1 — Auditor appointment / re-appointment

Within 15 days of AGM
!

DIR-3 KYC — All directors must file

30 September
!

Advance Tax — 2nd Installment (45% cumulative)

15 September

Board meeting — Q2

By September
📆 October – December
!

AOC-4 — Financial Statements filing with ROC

Within 30 days of AGM (by ~29 Oct)
!

AOC-4 CFS — Consolidated FS (if applicable)

Within 30 days of AGM
!

MGT-7 / MGT-7A — Annual Return filing

Within 60 days of AGM (by ~28 Nov)
!

MSME-1 for Apr–Sep period (if applicable)

31 October

Board meeting — Q3

By December
!

Advance Tax — 3rd Installment (75% cumulative)

15 December

CRA-4 — Cost Audit Report (if applicable)

Within 30 days of receiving report
📆 January – March

Board meeting — Q4 (last meeting of year)

By March
!

Advance Tax — 4th Installment (100%)

15 March

Appoint auditor for next year (if term expiring)

Before FY end

Review / update related party transaction register

Before FY end
!

CSR spend — ensure 2% CSR obligation is met

By 31 March
!

Transfer unspent CSR amount to PM CARES / schedule fund

By 31 March

Prepare documents for audit — books of accounts, vouchers, registers

By 31 March

🔴 Red dot = critical / penalty-attracting. ✓ = important but more flexible timing.

🔍 Types of Audits Under Companies Act

Different audits required for different types/sizes of companies

Statutory Audit

Sec 139–147

Conducted by

Chartered Accountant (CA)

Mandatory For

All companies — every year

Output

Auditor's Report (CARO 2020 for eligible companies)

Cost Audit

Sec 148

Conducted by

Cost Accountant (CMA)

Mandatory For

Companies in specified industries (pharma, cement, power, steel, etc.) with turnover > threshold

Output

Cost Audit Report — CRA-3; filed in CRA-4

Secretarial Audit

Sec 204

Conducted by

Company Secretary (CS)

Mandatory For

Every listed company + unlisted public company with paid-up capital ≥ ₹50 Cr or T/O ≥ ₹250 Cr

Output

Secretarial Audit Report — MR-3 (annexed to Directors' Report)

Internal Audit

Sec 138

Conducted by

CA / CMA (internal or external)

Mandatory For

Listed companies + unlisted public companies above threshold

Output

Internal Audit Report — reviewed by Audit Committee

🌱 CSR — Corporate Social Responsibility (Sec 135)

When does the 2% CSR obligation kick in?

Threshold (any one triggers CSR)CSR Applicable?
Net Worth ≥ ₹500 CroreYes — must spend 2% of avg net profits
Turnover ≥ ₹1,000 CroreYes — must spend 2% of avg net profits
Net Profit ≥ ₹5 Crore in any FYYes — must spend 2% of avg net profits
Below all three thresholdsNo CSR obligation — voluntary only

✅ What counts as CSR spend?

  • Education & skill development
  • Healthcare & sanitation
  • Environment sustainability
  • Gender equality & women empowerment
  • Rural development projects
  • PM CARES Fund (Schedule VII activities)
  • Protection of national heritage & art

❌ What does NOT count as CSR?

  • Activities benefitting only employees/families
  • Contributions to political parties
  • Sponsorships for business advantage
  • Activities outside India
  • One-off events not linked to CSR policy
  • Activities already mandated by law
Unspent CSR: If CSR amount is unspent and no ongoing project — transfer to PM National Relief Fund or schedule-VII fund by 31 March. If ongoing project — transfer to a separate Unspent CSR Account within 30 days of FY end, spend within 3 years. Penalty for non-compliance: 2× unspent amount or ₹1 Cr (whichever is less) on company + ₹50K–₹5L on officer.

👤 Director Compliance Requirements

Filings and declarations that individual directors must make — non-compliance is personal liability

ComplianceWhenImportant Note
DIR-3 KYC (Annual)30 September every yearAll directors with DIN — DIN deactivated if missed
MBP-1 (Disclosure of Interest)First Board meeting of every FY + whenever interest changesNon-disclosure = vacation of office
DIR-8 (Non-disqualification declaration)At time of appointment + first Board meeting of every FYWritten declaration to company
Form 16 / 26Q (TDS on salary / professional fees)Quarterly TDS returnsIf director draws salary/remuneration
Independent Director — Declaration of IndependenceFirst Board meeting of FY + whenever status changesRequired under Sec 149(7)
DIR-11 (Notice of Resignation)Within 30 days of resignationDirector files directly with MCA + company files DIR-12
DIR-12 (Change in Directors)Within 30 days of appointment/change/cessationCompany files on behalf of the change

📑 Key Sections — Quick Reference

Most important sections every business owner and CA/CS should know

Sec 2(68)

Private Company Definition

Restricts share transfer, prohibits public invitation, max 200 members

Sec 7

Incorporation of Company

Memorandum, Articles, Directors consent, Registered office — all required for CIN

Sec 10A

Commencement of Business

Company cannot commence business or borrow until INC-20A is filed (within 180 days)

Sec 12

Registered Office

Every company must have a registered office within 15 days of incorporation, to which all official communications are sent

Sec 73–76A

Acceptance of Deposits

Strict rules on who can accept deposits, limits, repayment period, TDS — violations attract heavy penalties

Sec 96

Annual General Meeting (AGM)

First AGM: within 9 months of first FY end. Subsequent: within 6 months (by 30 Sep). Maximum gap between two AGMs: 15 months

Sec 129

Financial Statements

Must give true & fair view, prepared as per Schedule III, signed by 2 directors (MD/CEO + CFO)

Sec 134

Directors' Report

Must include extract of Annual Return, audit remarks, CSR report, related party disclosures, risk management policy

Sec 135

Corporate Social Responsibility (CSR)

Net worth ≥ ₹500 Cr OR T/O ≥ ₹1,000 Cr OR net profit ≥ ₹5 Cr → 2% of avg net profit in CSR activities

Sec 139

Appointment of Auditors

First auditor: Board appoints within 30 days. Subsequent: AGM → 5 year term. Rotation mandatory for certain companies

Sec 149

Board of Directors

Pvt Ltd: min 2 directors. Public Ltd: min 3. Listed companies must have Independent Directors, woman director, resident director

Sec 166

Duties of Directors

Act in good faith, not in conflict of interest, not gain undue advantage, not assign directorship — violation = personal liability

Sec 177

Audit Committee

Mandatory for listed companies and others above threshold — review financials, internal audit, related party transactions

Sec 185

Loans to Directors

Company cannot give loans/guarantees to directors or their relatives — violation: heavy penalty on company + director

Sec 186

Loans & Investments

Company can invest/lend up to 60% of paid-up capital + free reserves OR 100% of free reserves — beyond this needs special resolution

Sec 188

Related Party Transactions (RPT)

Transactions with directors, relatives, group companies need Board/Shareholder approval depending on threshold — MGT-14 if resolution passed

Sec 197

Managerial Remuneration

Pvt Ltd: no restriction. Public Ltd / Listed: max 11% of net profits — excess needs Central Govt / shareholder approval

Sec 247

Valuation by Registered Valuers

Compulsory for mergers, ESOPs, unregistered charge property valuation — only Registered Valuers can do this

⚠️ Key Penalties Under Companies Act 2013

Non-compliance is expensive — both company and individual officers are liable

Non-ComplianceCompany PenaltyOfficer PenaltySection
Non-filing of AOC-4₹10,000 + ₹100/day₹10,000 + ₹100/daySec 137
Non-filing of MGT-7₹50,000 + ₹100/day (max ₹5L)₹50,000 + ₹100/day (max ₹5L)Sec 92
Failure to hold AGM₹1,00,000 + ₹5,000/day₹1,00,000Sec 99
Loan to directors (Sec 185 violation)₹5L–₹25L₹5L–₹25L + 6 months imprisonmentSec 185
CSR non-spending2× unspent amount or ₹1 Cr (whichever less)₹50,000 to ₹5,00,000Sec 135(7)
Not maintaining statutory registers₹1L–₹10L₹25,000–₹1LSec 88
Related party transaction without approval₹25L to ₹5 Cr₹25L to ₹5 CrSec 188
Accepting deposits in violationAmount of deposits + 15% interest + ₹1 Cr₹25L to ₹2 Cr + imprisonmentSec 73/76
Small Company / OPC Benefit (Sec 446B): Penalty reduced to 50% of normal penalty, subject to maximum limits — significant relief for small businesses.

❓ Frequently Asked Questions

Q: Is a Private Limited company required to have a statutory audit even if there are no transactions?

A: Yes — statutory audit under the Companies Act 2013 is mandatory for ALL registered companies every financial year, regardless of whether there were any transactions or revenue. Even a dormant company must get its accounts audited.

Q: What is the penalty if a company doesn't hold its AGM on time?

A: Under Section 99, the company and every officer in default is liable for a penalty of ₹1,00,000. Additionally, a continuing default attracts ₹5,000 per day. The Tribunal can also call the AGM on an application by any member.

Q: Can a director attend a board meeting via video conference?

A: Yes — directors can attend board meetings through video conferencing or other audio-visual means as per the Companies (Meetings of Board and its Powers) Rules 2014. However, certain matters like approval of annual financial statements, Related Party Transactions above threshold, and amalgamation matters must be discussed in person (cannot be through video conference for these specific items).

Q: Our company's net profit is ₹6 Crore. How much CSR do we need to spend?

A: CSR obligation = 2% of average net profits of the preceding 3 financial years. If your company's average net profit over 3 years is ₹6 Crore, CSR spend = 2% × ₹6 Cr = ₹12 Lakhs. The amount must be spent on activities listed in Schedule VII of the Companies Act.

Q: What is a 'Small Company' under Companies Act?

A: A company is classified as a 'Small Company' if its paid-up share capital does not exceed ₹4 Crore AND its turnover does not exceed ₹40 Crore. Small Companies enjoy reduced compliance burden: simplified Annual Return (MGT-7A), reduced penalties (50%), and no requirement for internal audit/secretarial audit.

Q: Can a director be held personally liable for company's non-compliance?

A: Yes — the Companies Act makes 'every officer in default' personally liable for penalties. Officers in default include: MD, Whole-time Director, Manager, Company Secretary, CFO, and any director who knowingly authorized or permitted the default. In serious cases (fraud, Sec 447), criminal prosecution and imprisonment are also possible.

Disclaimer: This guide is based on the Companies Act 2013 and rules as of the date of publication. Parliament may amend the Act and MCA may issue circulars modifying provisions and deadlines. This is for general awareness only — consult a qualified Company Secretary (CS) or Chartered Accountant (CA) for specific compliance advice.