–>
Mentor · Speaker · Faculty
CA Pradeep Kumar Gupta
Chartered Accountant helping professionals master tax, audit documentation and practice automation — creator of Pro-Formats.
About
Practice-first. Format-driven. Automation-obsessed.
CA Pradeep Kumar Gupta qualified as a Chartered Accountant in his first attempt (2012), securing All India Rank 38 in CA PCC along the way. Over 14+ years in practice at Agarwal Vipin & Associates, Kanpur, he has worked across statutory, tax, internal, stock and concurrent audits, direct and indirect tax advisory, startup structuring and cross-border tax analysis.
What sets his work apart is a conviction that great practice runs on great formats. That belief became Pro-Formats — a library of ready-to-use Excel and Word formats for Chartered Accountants that has crossed 6,00,000+ downloads — and a growing body of work on AI-assisted automation for compliance, reporting and audit documentation.
As ICAI faculty for Basic & Advanced ITT and a visiting faculty at professional institutes, he brings the same approach to the classroom and the study circle: no theory for theory’s sake — only what a professional can take back to office and use on Monday morning.
Sessions & Teaching
What He Speaks On
Study circles, branch programmes, ITT batches and in-house firm trainings — every session built around working files, not slides alone.
Tax Audit Documentation (Sec 44AB)
A complete working-paper system — engagement kit, staff booklet, 3CD observation bank, area-wise checklists and report assembly.
Excel for the CA Office
Template design, reconciliations, Schedule III financials from Tally trial balance — building files that populate themselves.
AI in CA Practice
Practical AI workflows for compliance, drafting, document analysis and process efficiency — demonstrated live, not described.
GST — Returns to Reconciliations
GSTR filings, ITC reconciliation (2A/2B vs books), turnover mapping and notice replies with ready working formats.
Audit Quality & Peer Review Readiness
SA 230 / SQC-1 documentation discipline — independence, review trails, sign-offs and files that defend themselves.
ICAI ITT — Basic & Advanced
Regular faculty for Information Technology Training, taking students from spreadsheets to real professional workflows.
Builder
Tools Built for the Profession
Pro-Formats.co.in
A curated library of Excel & Word formats for CAs — audit working papers, reconciliations, letters, financial statement formats and compliance kits. 6,00,000+ downloads and counting, trusted across firms of every size.
Practice Automation Systems
Auto-consolidation workbooks, Tally-to-Schedule-III financial statement automation, AI-assisted document extraction and complete documentation toolkits — systems that turn a firm’s experience into repeatable files.
Credentials
Professional Journey
Recognition
Distinctions Along the Way
Academic Merit
All India Rank 38 (CA PCC) · CA Final in first attempt · consistent first-rank record through school.
Beyond the Balance Sheet
Three gold and one silver medal in Bhartiya Sanskriti Gyan Pariksha · first prize, district-level debate.
For the Profession
Visiting faculty at ICAI and professional institutes · mentor to CA students and young professionals across programmes.
