The GST & Tax module turns the sales invoices, purchase bills and expenses you already enter into GST returns, input tax credit checks, e-invoices, e-way bills and TDS / TCS registers. Nothing here needs separate data entry: each page reads your books and shows what goes into the return, what to fix first and what is still pending.
4 sections10 screens104 fields explained
Returns
GSTR-1, GSTR-3B and GSTR-9 pages show your outward supplies, monthly tax summary and annual figures as they stand in your books. GSTR-1 and GSTR-3B can also produce a file in the format the GST portal's offline tool reads.
GSTR-1
Menu path: /gst/gstr1Shows every sales invoice with its taxable value and CGST, SGST and IGST split, sorted into B2B and B2C, ready for filing GSTR-1. Used by the accountant or owner who files outward supplies each month.
How to use it
- Open GST & Tax > GSTR-1. Every sales invoice appears, newest first, with totals in the cards at the top.
- Use the quick filters (B2B, B2C, Inter-state, Within state) and the period buttons (This month, This quarter, This year) to narrow the list.
- Search by invoice number, customer, GSTIN or place of supply, or open Advanced Filters for date and amount ranges.
- Press Portal file, choose the return month and press Check to see what the file will hold and any problems to fix first.
- Fix any warnings (for example a customer with no state or a product with no HSN), then press Download file.
- On the GST portal, go to Returns > GSTR-1 > Prepare offline > Upload and upload the file. Check the figures the portal tool shows against this page before you file.
Fields on this screen (8)
| Field | Type | What to enter |
|---|
| Portal file |
| Return monthRequired | date | Month and year the GSTR-1 file is for. Defaults to last month, which is the one usually being filed. Check and Download both ask you to choose it if it is empty. |
| Advanced Filters |
| Invoice No. | text | Shows invoices whose number contains this text. |
| Customer | lookup | Pick a customer from those on the list to see only their invoices. |
| GSTIN | text | Customer GSTIN, or the word 'Unregistered' to see B2C invoices to customers without a GSTIN. |
| Place of supply | lookup | Pick a state to see invoices with that place of supply. |
| Invoice date (between) | date | From and to dates; shows invoices dated in this range. |
| Taxable value (between) | number | Minimum and maximum taxable value in rupees. |
| Total tax (between) | number | Minimum and maximum total GST in rupees. |
Columns in the list
Invoice No.DateTypeCustomerGSTINPlace of SupplyTaxableCGSTSGSTIGSTTotal TaxInvoice Value
Filters and search
Search: invoice no., customer, GSTIN, placeQuick filters: All invoices, B2B, B2C, Inter-state (IGST), Within statePeriod: This month, This quarter, This year, AllB2B invoices and B2C invoices cards (click to filter)Advanced Filters
Buttons and actions
DownloadExports the list as it is filtered to Excel (.xls), CSV or PDF.
Portal fileOpens a dialog to build the GSTR-1 file for the GST portal's offline tool for one month.
CheckShows what the file will hold (bills in the month, taxable value and tax, B2B bills, B2C large inter-state bills above ₹2.5 lakh, B2C small lines by state and rate, credit notes, nil-rated lines, HSN summary rows) and lists anything to fix first.
Download fileDownloads the GSTR-1 file for the chosen month, named with your GSTIN and the period.
HSN SummaryOpens the HSN Summary page.
GSTR-3BOpens the GSTR-3B page (shown if you can read it).
Good to know
Check warns when your own GSTIN is missing or not valid on the Company Profile; the portal rejects the file without it.
A customer with no state or GSTIN is treated as being in your own state for place of supply, and Check tells you which customers these are.
A product with no HSN code is left out of the HSN summary table of the file, so fill HSN codes on products before filing.
If there are no bills in the month, Check warns that the file would be empty.
GSTR-3B
Menu path: /gst/gstr3bShows, period by period, your outward taxable supplies, the tax payable, the input tax credit available and the balance payable for GSTR-3B. Used to prepare and cross-check the monthly summary return.
How to use it
- Open GST & Tax > GSTR-3B. Each row is one return period with its outward supplies, tax, input credit and balance payable.
- Use the quick filters (Filed, Not filed, Payable) or pick a period to focus on one month.
- Open Advanced Filters to search by period, status or amount ranges.
- Press Portal file, choose the return month and press Check to see the 3.1, 3.2 and 4 figures and any warnings.
- Press Download file and upload it on the GST portal under Returns > GSTR-3B > Prepare offline > Upload, then check the figures before filing.
Fields on this screen (7)
| Field | Type | What to enter |
|---|
| Quick filters |
| Any period | lookup | Pick a return period to see only that month's row. |
| Portal file |
| Return monthRequired | date | Month and year the GSTR-3B file is for. Defaults to last month. |
| Advanced Filters |
| Return period | lookup | Period such as 2026-08. |
| Status | lookup | Filed or Pending. |
| Outward taxable (between) | number | Minimum and maximum outward taxable value in rupees. |
| Total liability (between) | number | Minimum and maximum total tax liability in rupees. |
| Balance payable (between) | number | Minimum and maximum balance payable in rupees. |
Columns in the list
Return PeriodStatusTaxableNil / ExemptCGSTSGSTIGSTTotal LiabilityITC AvailableITC ReversedLate FeeBalance Payable
Filters and search
Search: period, statusQuick filters: All periods, Filed, Not filed, PayablePeriod lookupNot filed card (click to filter)Advanced Filters
Buttons and actions
DownloadExports the list to Excel (.xls), CSV or PDF.
Portal fileOpens the dialog to build the GSTR-3B file for one month.
CheckShows bills in the month, 3.1(a) outward taxable supplies with IGST, CGST and SGST, 3.1(c) nil-rated / exempt, 3.2 inter-state supplies to unregistered persons by state, 4(A)(5) input credit from purchase bills, and tax payable after credit (or credit carried forward), with warnings.
Download fileDownloads the GSTR-3B file for the chosen month.
GSTR-1Opens the GSTR-1 page.
ITC SummaryOpens the ITC Summary page (shown if you can read it).
Good to know
Input credit in the file comes from purchase bills of registered suppliers in that month. If you claim credit from GSTR-2B instead, enter it on the portal.
Reverse charge, imports, ineligible credit and inward nil-rated supplies are not tracked in the file and go as zero; fill them on the portal if you have any.
If credit notes in a month are more than that month's sales, 3.1(a) is shown as zero and the excess is to be adjusted on the portal in a later month.
GSTR-9
Menu path: /gst/gstr9Shows turnover, input credit and tax paid consolidated for each financial year, as a base for the GSTR-9 annual return.
How to use it
- Open GST & Tax > GSTR-9. Each row is one financial year.
- Use the quick filters (Filed, Not filed) or the search box to find a year.
- Open Advanced Filters for year, status, turnover or ITC ranges.
- Download the list to Excel, CSV or PDF to work on the annual return.
Fields on this screen (4)
| Field | Type | What to enter |
|---|
| Advanced Filters |
| Financial year | lookup | Financial year such as 2025-26. |
| Status | lookup | Filed or Pending. |
| Turnover (between) | number | Minimum and maximum total turnover in rupees. |
| ITC availed (between) | number | Minimum and maximum input tax credit availed in rupees. |
Columns in the list
Financial YearGSTINStatusTotal TurnoverTaxableZero RatedITC AvailedITC ReversedCGSTSGSTIGSTFiled On
Filters and search
Search: financial year, GSTIN, legal nameQuick filters: All years, Filed, Not filedNot filed card (click to filter)Advanced Filters
Buttons and actions
DownloadExports the list to Excel (.xls), CSV or PDF.
GSTR-3BOpens the GSTR-3B page.
Audit ReportOpens the GST Audit page (shown if you can read it).
ITC Summary
Menu path: /gst/itc-summaryLists the GST paid on your purchase documents and the credit available to set off against output tax, split into IGST, CGST and SGST, with the claim month and status.
How to use it
- Open GST & Tax > ITC Summary. Purchase bills with GST appear here with their credit.
- Use the quick filters (Inter-state, Within state, Reverse charge) or pick a claim month.
- Search by supplier invoice number, supplier or GSTIN, or open Advanced Filters.
- Use Reconcile with 2B to compare this credit with the portal's GSTR-2B.
Fields on this screen (8)
| Field | Type | What to enter |
|---|
| Quick filters |
| Any claim month | lookup | Pick a claim month to see only the credit claimed in it. |
| Advanced Filters |
| Invoice No. | text | Supplier invoice number, or part of it. |
| Supplier | lookup | Pick a supplier from those on the list. |
| GSTIN | text | Supplier GSTIN. |
| Status | lookup | Credit status such as Claimed or Pending. |
| Invoice date (between) | date | From and to dates of the supplier invoice. |
| Taxable value (between) | number | Minimum and maximum taxable value in rupees. |
| Total ITC (between) | number | Minimum and maximum total input credit in rupees. |
Columns in the list
Invoice No.DateDoc TypeSupplierGSTINTaxableIGSTCGSTSGSTTotal ITCClaim MonthStatus
Filters and search
Search: invoice no., supplier, GSTINQuick filters: All documents, Inter-state (IGST), Within state, Reverse chargeClaim month lookupReverse charge card (click to filter)Advanced Filters
Buttons and actions
DownloadExports the list to Excel (.xls), CSV or PDF.
GSTR-3BOpens the GSTR-3B page.
Reconcile with 2BOpens ITC Reconciliation (shown if you can read it).
Good to know
Reverse charge documents are marked RCM in the Doc Type column.
A supplier without a GSTIN is shown as Unregistered.
ITC Reconciliation
Menu path: /gst/itc-reconciliationCompares the month's GSTR-2B downloaded from the GST portal with your purchase bills, so you can claim the credit your suppliers have filed and chase the bills they have not.
How to use it
- On the GST portal, go to Returns > GSTR-2B for the month > Download > Generate JSON file.
- In DesiERP press Upload GSTR-2B, drop or choose the JSON file and press Upload. Choose the Return month only if the file does not say which month it is.
- Read the upload result (suppliers, invoices, notes, taxable value, tax and any warnings), then press Open the month.
- Pick a month from the GSTR-2B month bar. The cards show how many documents are Matched, Mismatched, Not in 2B and Only in 2B.
- Work through the list with the quick filters. Each row's 'What to do' column says what to do next.
- For a document that is Only in 2B but is really a bill you entered under another number, press Link to a bill, choose the bill and press Link.
- Claim matched credit. For mismatches, claim what the portal shows and ask the supplier to amend; for bills Not in 2B, remind the supplier to file.
Fields on this screen (11)
| Field | Type | What to enter |
|---|
| Upload GSTR-2B |
| GSTR-2B JSON fileRequired | file | The GSTR-2B JSON downloaded from the portal (Returns > GSTR-2B > Download > Generate JSON file). Only a .json file up to 32 MB is accepted. The GSTIN in the file must be your company's GSTIN. |
| Return month | date | Fill only if the file does not say which month it is for. Normally the month is read from the file. |
| Link to a bill in your books |
| BillRequired | lookup | Search by bill number or supplier. Only bills from registered suppliers that no GSTR-2B document has claimed yet are offered. Each entry shows bill number, supplier, date and total. |
| Quick filters |
| Any supplier | lookup | Pick a supplier to see only their documents. |
| Advanced Filters |
| Document No. | text | Supplier's invoice or note number. |
| Supplier | lookup | Pick a supplier from the list. |
| GSTIN | text | Supplier GSTIN. |
| Status | lookup | Matched, Mismatch, Not in 2B, Only in 2B, Credit note or Debit note. |
| Document date (between) | date | From and to dates of the document. |
| Tax in 2B (between) | number | Minimum and maximum tax shown in GSTR-2B, in rupees. |
| Difference (between) | number | Minimum and maximum of Books minus 2B, in rupees. |
Columns in the list
Number (with document type)DateSupplierGSTINIn your books: TaxableIn your books: TaxIn GSTR-2B: TaxableIn GSTR-2B: TaxBooks − 2BStatusWhat to do
Filters and search
GSTR-2B month bar (up to 12 recent uploaded months, with document count)Search: document no., supplier, GSTINQuick filters: All documents, Matched, Mismatched, Not in 2B, Only in 2B, Credit / debit notes, Credit not availableSupplier lookupMatched, Mismatched, Not in 2B and Only in 2B cards (click to filter)Advanced Filters
Buttons and actions
Upload GSTR-2BOpens the upload dialog. Uploading a month that is already there replaces it; links you made by hand are kept.
UploadReads the file and shows how many suppliers, invoices and notes it holds, the taxable value and tax, how many old documents were replaced, and any warnings.
Open the monthShown after a successful upload; opens that month's reconciliation.
Link to a billOn an 'Only in 2B' invoice, ties it to a bill in your books so the figures are compared. The link is kept when you upload the month again.
LinkSaves the link. It is refused if the bill is already linked to another GSTR-2B document.
UnlinkRemoves a link made by hand.
BillOpens the matching purchase bill in the purchase list (shown if you can read purchase bills).
Remove this uploadAfter a confirmation, removes the selected month's GSTR-2B. Your bills are not touched and you can upload the month again any time.
DownloadExports the month's list to Excel (.xls), CSV or PDF.
ITC Summary / GSTR-3BOpen those pages.
Good to know
A 2B invoice matches a bill when the supplier GSTIN and the invoice number agree. The bill's supplier invoice reference is used first, then the bill number; case, spaces, punctuation and leading zeros are ignored.
Matched means taxable value and tax agree within ₹1. Otherwise the row is Mismatch and 'What to do' says by how much the taxable value or tax differs.
Not in 2B lists bills from registered suppliers dated in the month that no uploaded GSTR-2B of any month carries, so a bill filed late by the supplier is not counted as missing. Cancelled bills are left out.
Credit and debit notes are listed with their effect on your credit but are not matched to bills. Rows the portal marks as credit not available are flagged in 'What to do'.
e-Invoice & e-Way Bill
These pages report sales invoices to the Invoice Registration Portal (IRP) to get an IRN, and raise e-way bills for goods in transit. Each document is checked on a review screen before anything is sent, and the portal's reply is shown on the same screen.
e-Invoice
Menu path: /gst/einvoiceLists sales invoices with their IRN, acknowledgement number and date, and shows which are still to be reported to the IRP. From here you open each invoice's 'Check before reporting' screen or report several B2B invoices in one go.
How to use it
- Complete the e-Invoice & e-Way Bill Setup under Masters > Business Rules first; without it nothing can be reported.
- Open GST & Tax > e-Invoice. Use the quick filters (IRN generated, Pending IRN, B2B only) and the period buttons to find invoices.
- Click an invoice number, or 'Not reported — check and report', to open the Check before reporting screen.
- On that screen read the Checks card. If anything is listed, fix it in the Company profile, the invoice, the customer or the product (HSN, unit) using the links given, then press Refresh & save draft.
- Press Validate e-Invoice and, if you wish, View payload to see exactly what will be sent.
- Press Generate IRN, read the confirmation (live or sandbox, invoice, customer, total, provider) and press Generate IRN again to report it.
- To report many B2B invoices together, press Bulk IRN on the list, keep the invoices you want ticked and press Report to the IRP.
Fields on this screen (10)
| Field | Type | What to enter |
|---|
| Generate IRNs in bulk |
| Select all | checkbox | Ticks or unticks every invoice in the bulk list. All are ticked when the dialog opens. |
| Invoice (tick box per row)Required | checkbox | Tick each B2B invoice not yet registered that should be reported in this run. At least one must be ticked. |
| Cancel this IRN? |
| ReasonRequired | dropdown | Duplicate, Data entry mistake (default), Order cancelled or Other. Sent to the portal with the cancellation. |
| Remarks | text | Up to 100 characters, shown on the portal against the cancellation. |
| Advanced Filters |
| Invoice No. | text | Invoice number or part of it. |
| Customer | lookup | Pick a customer from the list. |
| IRN | text | IRN or part of it, or 'Not generated'. |
| Status | lookup | For example Registered or Pending. |
| Invoice date (between) | date | From and to invoice dates. |
| Invoice value (between) | number | Minimum and maximum invoice value in rupees. |
Columns in the list
Invoice No.DateTypeCustomerGSTINTaxableInvoice ValueIRNAck No. / DateStatus
Filters and search
Search: invoice no., customer, GSTIN, IRNQuick filters: All invoices, IRN generated, Pending IRN, B2B onlyPeriod: This month, This quarter, This year, AllIRN generated and Pending IRN cards (click to filter)Advanced Filters
Buttons and actions
Expand rowShows the invoice's line items (product, qty, rate, taxable, CGST, SGST, IGST, line total) with IRN, acknowledgement and GSTIN, plus links to Open invoice, Check and report / e-Invoice details, and e-Way bill.
Bulk IRNLists B2B invoices not yet registered. Each ticked one is reported in turn, up to 50 per run; any the portal refuses is listed with its reason and stays pending. Needs Write permission on e-Invoice.
CreditsShows the remaining e-invoice / e-way bill credit balance. One credit is used for each IRN and each e-way bill.
Portal settingsOpens the e-Invoice & e-Way Bill Setup.
e-Way Bills / Sales InvoicesOpen the e-Way Bill page or the sales invoice list.
DownloadExports the list to Excel (.xls), CSV or PDF.
Refresh & save draftOn the review screen: rebuilds the e-invoice draft from the invoice as it stands now, saves it and records the checks.
Validate e-InvoiceOn the review screen: runs the checks again and lists anything that must be fixed.
View payloadOn the review screen: shows exactly what would be sent to the portal.
Generate IRNOn the review screen: reports the invoice to the IRP after a confirmation. Enabled only when the checks pass and the provider setup is usable. The IRN, acknowledgement and the portal's signed QR are shown once issued.
Cancel IRNOn a reported invoice: cancels the IRN on the portal with a reason and remarks.
Generate e-Way Bill / PrintOn a reported invoice: opens the e-way bill screen for it, or prints the invoice.
Good to know
Needs the e-Invoice & e-Way Bill Setup to be completed in Settings. Without a usable provider setup the screen still lets you check the invoice, but generating is declined. Whether the portal accepts an invoice is decided by the portal.
The banner on the review screen says whether the setup is Sandbox (test numbers with no legal effect) or Live (filed for real).
Once an IRN is issued it can only be cancelled within 24 hours, and that invoice number cannot be used again. After 24 hours, raise a credit note.
If the portal refuses an invoice, its reason is shown on the review screen under 'Why the portal refused it last time', and the credit used for that attempt is given back.
e-Way Bill
Menu path: /gst/ewayLists e-way bills for goods in transit with route, distance, transporter, vehicle and validity, and opens the 'Check before generating' screen where you give transport details and generate, update or cancel an e-way bill.
How to use it
- Complete the e-Invoice & e-Way Bill Setup under Masters > Business Rules first.
- Open GST & Tax > e-Way Bill. Use the quick filters (Active, Expired, Cancelled, Outward, Inward) or the transporter lookup.
- Click 'Not generated — check and generate' (or the e-way number) to open the Check before generating screen for that document.
- In the Transport card, choose the Mode and enter the Distance, plus the vehicle number or transporter GSTIN for road, or the transport document number for rail, air and ship.
- Press Apply & re-check to see the updated checks, then Save draft if you want to keep the details.
- Press Validate e-Way Bill, then Generate, read the confirmation and press Generate to send it.
- When the goods move to another vehicle, open the issued e-way bill and press Change vehicle.
Fields on this screen (31)
| Field | Type | What to enter |
|---|
| Transport |
| ModeRequired | dropdown | Road, Rail, Air or Ship. |
| Vehicle number | text | Up to 20 characters, for example TS09UB1234; entered in capitals. For road transport give either this or the transporter GSTIN. |
| Vehicle type | dropdown | Regular (default) or Over-dimensional cargo. |
| DistanceRequired | number | Distance in km, from 1 to 4000. Decides how long the bill stays valid: one day per 200 km. |
| Transporter GSTIN | text | Transporter's GSTIN or ID. With only the transporter and no vehicle, part A is issued and part B (the vehicle) is added later. |
| Transporter name | text | Name of the transporter, up to 100 characters. |
| Transport document no. | text | LR / RR / airway bill number, up to 20 characters. Needed for rail, air and ship. |
| Transport document date | date | Date of the transport document. |
| Sub-supply type | dropdown | Supply, Import, Export, Job work, For own use, Line sales, Recipient not known, SKD / CKD, Exhibition or fairs, Sales return or Others. |
| Transaction type | dropdown | Regular, Bill-to ship-to, Bill-from despatch-from, or Combination of both. |
| Document type | dropdown | Tax invoice (default), Bill of supply, Delivery challan, Credit note or Other. |
| Sub-supply description | text | Short description, up to 100 characters, for example when Others is chosen. |
| Record a new vehicle |
| Vehicle numberRequired | text | The new vehicle's number, up to 20 characters. |
| Mode | dropdown | Road, Rail, Air or Ship. |
| Taking over from | text | Place where the new vehicle takes over; starts with the consignor's place. |
| In which state | dropdown | State of that place, shown as code and name; starts with the consignor's state. |
| Reason | dropdown | Break down, Transhipment (default) or Others. |
| Transport document no. | text | Transport document number for this leg. |
| Transport document date | date | Date of that transport document. |
| Remarks | text | Up to 100 characters. |
| Cancel this e-way bill? |
| ReasonRequired | dropdown | Duplicate, Order cancelled (default), Data entry mistake or Others. |
| Remarks | text | Up to 100 characters. |
| Quick filters |
| Any transporter | lookup | Pick a transporter to see only their bills. |
| Advanced Filters |
| e-Way No. | text | e-Way bill number. |
| Invoice No. | text | Invoice number. |
| Transporter | lookup | Pick a transporter. |
| Vehicle | text | Vehicle number. |
| From | lookup | Place of origin. |
| To | lookup | Destination. |
| Value (between) | number | Minimum and maximum consignment value in rupees. |
| Status | lookup | Active, Expired or Cancelled. |
Columns in the list
e-Way No.Invoice No.ValueFromToDistanceTransporterVehicleMovementValid TillStatus
Filters and search
Search: e-way no., invoice, transporter, vehicleQuick filters: All bills, Active, Expired, Cancelled, Outward, InwardTransporter lookupActive, Expired and Cancelled cards (click to filter)Advanced Filters
Buttons and actions
Expand rowShows the consignment lines (product, qty, UOM, rate, tax %, tax amount, line total) with route, vehicle, transporter, consignee GSTIN, valid-from time and a link to open or generate the e-way bill.
Apply & re-checkOn the review screen: applies the transport details and checks again without saving anything.
Save draftSaves the consignment with its transport details and records the checks, without sending it.
Validate e-Way BillRuns the checks and lists anything to fix.
View payloadShows exactly what would be sent to the portal.
GenerateAfter a confirmation (document, journey, vehicle, value, route), sends the e-way bill to the portal. Enabled only when the checks pass and the setup is usable. When the invoice already has an IRN, the e-way bill is raised from the IRN.
Change vehicleOn an issued e-way bill: records a new vehicle for the next leg of the journey.
Cancel e-Way BillAsks the portal to cancel the issued e-way bill with a reason and remarks.
CreditsShows the remaining credit balance; one credit is used for each e-way bill.
e-Invoice / Shipments / DownloadOpen the e-Invoice page or Shipments (if you can read it), or export the list to Excel, CSV or PDF.
Good to know
Needs the e-Invoice & e-Way Bill Setup to be completed in Settings. Whether a bill is issued, updated or cancelled is decided by the portal.
The parties, places and values come from the sales invoice (outward) or purchase bill (inward); only the transport details are entered on this screen.
Cancellation is allowed only within 24 hours and only if the goods have not been checked in transit, and the portal may still refuse it.
If the portal refuses a bill, the credit used for that attempt is given back.
Tax Reports
Reports that support filing and audit: the HSN-wise summary for GSTR-1, a document-by-document check of books against returns, and the TDS / TCS register with deposits and certificates.
HSN Summary
Menu path: /gst/hsn-summaryGroups your supplies by HSN code and GST rate with quantity, taxable value and tax, which is the HSN table that goes into GSTR-1.
How to use it
- Open GST & Tax > HSN Summary. The summary builds up as you raise invoices.
- Use the GST rate quick filters (0%, 5%, 12%, 18%, 28%) or pick a period.
- Search by HSN code, description or period, or open Advanced Filters.
- Download the summary, or go to GSTR-1.
Fields on this screen (6)
| Field | Type | What to enter |
|---|
| Quick filters |
| Any period | lookup | Pick a period to see only its HSN lines. |
| Advanced Filters |
| HSN code | lookup | HSN code such as 1701. |
| Description | text | Any word in the HSN description. |
| Quantity (between) | number | Minimum and maximum quantity supplied. |
| Taxable value (between) | number | Minimum and maximum taxable value in rupees. |
| Total tax (between) | number | Minimum and maximum total tax in rupees. |
Columns in the list
HSN CodeDescriptionQuantityUOMGST RateTaxableCGSTSGSTIGSTTotal TaxInvoice Value
Filters and search
Search: HSN code, description, periodQuick filters: All rates, 0%, 5%, 12%, 18%, 28%Period lookupAdvanced Filters
Buttons and actions
DownloadExports the summary to Excel (.xls), CSV or PDF.
HSN SetupOpens the HSN / GST Setup page where HSN codes and rates are kept.
GSTR-1Opens the GSTR-1 page.
Good to know
Products without an HSN code cannot be grouped here; set HSN codes on products so they appear in the summary.
GST Audit
Menu path: /gst/audit-reportCompares the tax in your books with what was reported in your returns, document by document, and shows the reason for each gap. Useful before an audit or before the annual return.
How to use it
- Open GST & Tax > GST Audit. The cards show documents checked, how many agree, how many are mismatched and the net difference.
- Use Mismatched only, Under-reported or Over-reported to see the gaps, or pick a section.
- Read the Reason column for each mismatched document and correct the books or the return as needed.
- Download the report for your auditor.
Fields on this screen (8)
| Field | Type | What to enter |
|---|
| Quick filters |
| Any section | lookup | Pick a return section to see only its documents. |
| Advanced Filters |
| Return period | lookup | Period such as 2026-08. |
| Section | lookup | Return section. |
| Invoice No. | text | Invoice number. |
| Party | lookup | Customer or supplier. |
| Reason | text | Any word in the reason. |
| Tax as per books (between) | number | Minimum and maximum tax in your books, in rupees. |
| Difference (between) | number | Minimum and maximum difference, in rupees. |
Columns in the list
Audit RefPeriodSectionInvoice No.DatePartyTaxableIGSTTotal TaxReportedDifferenceReason
Filters and search
Search: ref, invoice, party, GSTIN, reasonQuick filters: All documents, Mismatched only, Agreeing, Under-reported, Over-reportedSection lookupAgree with returns and Mismatched cards (click to filter)Advanced Filters
Buttons and actions
DownloadExports the report to Excel (.xls), CSV or PDF.
GSTR-1Opens the GSTR-1 page.
GSTR-9Opens the GSTR-9 page (shown if you can read it).
Good to know
Under-reported means the difference is positive and Over-reported means it is negative; a difference of nil means the document agrees with the return.
TDS / TCS
Menu path: /gst/tds-tcsA quarter-wise register of TDS deducted on supplier bills and expenses, TCS collected on customer invoices, and TDS your customers held back from you, with PAN and section. From here you record the deposit (challan) for a quarter, print Form 16A / 27D style certificates and set rates on parties.
How to use it
- First open Rates on parties and set the PAN, section and rate on each supplier you deduct TDS from and each customer you collect TCS from, then press Save on that row.
- New bills, expense vouchers and invoices to those parties then carry the tax by themselves; the section and rate can also be changed on a single document.
- Open GST & Tax > TDS / TCS and choose the tab (TDS on bills & expenses, TCS on invoices, TDS deducted by customers) and the quarter.
- Check the register, especially rows marked 'no PAN'.
- When you pay the government, press Deposit TDS (or TCS) for this quarter, enter the challan no. (CIN), paid on date, paid from and bank reference, and press Mark deposited.
- Press Certificates, or the icon beside a party, to print that party's certificate for the quarter. Deposit the quarter first so the certificate carries the challan details.
- Press Deposits to see every challan recorded so far.
Fields on this screen (11)
| Field | Type | What to enter |
|---|
| Deposit |
| Challan no. (CIN) | text | Challan identification number of the payment, up to 40 characters. Printed on the certificates. |
| Paid on | date | Date the tax was paid; defaults to today and is used as the posting date. |
| Paid from | dropdown | Bank or Cash; decides which account the payment is posted out of. |
| Bank reference | text | Bank's reference for the payment, up to 60 characters. |
| Rates on parties: suppliers (TDS) |
| PAN | text | Supplier's PAN in the form AAAAA9999A, entered in capitals and checked for format. Without a PAN, TDS is deducted at 20% (section 206AA). |
| Section | dropdown | None, or a TDS section: 194C contractors, 194J professional or technical fees, 194H commission or brokerage, 194I rent, 194A interest, 194Q purchase of goods, 194O e-commerce. Picking a section fills its usual rate. Required when a rate is given. |
| Rate % | number | TDS percentage from 0 to 100. Change it when a lower-deduction certificate applies. |
| From taxable value | number | Bill taxable value from which TDS applies, so small bills pass untouched (for example 194C from ₹30,000 a bill). Cannot be negative. |
| Rates on parties: customers (TCS) |
| PAN | text | Customer's PAN in the form AAAAA9999A. Without a PAN, TCS is charged at twice the rate or 5%, whichever is higher (section 206CC). |
| Section | dropdown | None, or a TCS section: 206C(1H) sale of goods, 206C(1) scrap, 206C(1)-T timber and forest produce, 206C(1F) motor vehicle. Picking a section fills its usual rate. Required when a rate is given. |
| Rate % | number | TCS percentage from 0 to 100. |
Columns in the list
DateBill / voucher (or Invoice, or Receipt)Supplier (deductee) / Customer (collectee) / Customer (deductor)PANSectionTaxable value (or Invoice value, or Amount settled)RateTDS / TCSDeposited (or Status)
Filters and search
Tabs: TDS on bills & expenses, TCS on invoices, TDS deducted by customersQuarter bar: the current and the previous seven quartersSearch: party, PAN, document, sectionTDS, TCS and TDS held back cards (click to switch tab)
Buttons and actions
Deposit TDS / TCS for this quarterShown when tax is waiting to be deposited and you have Write permission. Marks all undeposited TDS or TCS of the quarter as deposited under one challan and posts the payment: TDS Payable or TCS Payable is debited and Bank or Cash is credited.
CertificatesLists each party of the quarter with PAN, entries, amount, tax and deposit status, with Print for a Form 16A (TDS) or Form 27D (TCS) style certificate. Not shown on the TDS deducted by customers tab.
DepositsShows all challans recorded: paid on, kind, period, challan and bank reference, amount, entries and paid from.
Rates on partiesOpens the setup page with a row per supplier and per customer, where PAN, section and rate are saved row by row. Its Sections & rates button lists the sections and their usual rates.
Document linkOpens the bill, invoice, expense or receipt the row came from.
DownloadExports the register to Excel (.xls), CSV or PDF.
Good to know
TDS is worked out on a bill's taxable value, not on GST, and that part of the bill is settled at source, so the supplier's balance is the net. TCS is added to the invoice value and paid by the customer.
Rates set on parties apply to bills and invoices made from then on; existing documents are not changed.
When a customer holds back TDS from a payment, record it on the receipt (Sales > Receive Payment) as a line with mode TDS. It settles the invoice and appears on the third tab as a credit to claim; check it against Form 26AS.
The page notes the due dates: TDS by the 7th of the next month (30 April for March), and quarterly returns 26Q / 27EQ.
