Adding GST Reports

Step-by-Step Guide to Create GST Reports

Go to Reports Section on Dashboard:

Log in to your account on the dashboard.
Navigate to the main menu or dashboard area.
Click on the “Reports” section to access various report options.

Select GST Reports:

In the Reports section, locate the option for “GST Reports.”
Under GST Reports, you will see two categories:
GSTR-1
GSTR-2

Choose Report Type:

Click on the category you want to create, either GSTR-1 or GSTR-2.

Fill in Sales Details:

If you selected GSTR-1, you will see two options: Sales and Sales Return.
Click on Sales to enter details:
Date: Enter the date range for the sales report.
GSTIN: Provide the GSTIN number.
Customer: Enter the customer name or details.
State: Select the state where the sale occurred.
Invoice No.: Enter the invoice number.
Invoice Amount: Input the total amount of the invoice.
Invoice Tax: Enter the tax amount on the invoice.
Taxable Value: Provide the taxable value of the invoice.
CGST: Enter the Central GST amount.
SGST: Enter the State GST amount.
IGST: Enter the Integrated GST amount.
CESS: Input any CESS amount if applicable.
Total Tax: Calculate and enter the total tax.

Search and Download Reports:

Use the calendar bar to search and filter the report by date or other criteria.
Choose to download the report in various formats:
JSON
Excel
**PDF

Fill in Sales Return Details:

Click on Sales Return to enter the relevant details:
Date: Enter the date range for the sales return report.
GSTIN: Provide the GSTIN number.
Customer: Enter the customer name or details.
State: Select the state where the return occurred.
Invoice No.: Enter the invoice number for the return.
Invoice Amount: Input the total amount of the return invoice.
Invoice Tax: Enter the tax amount on the return invoice.
Taxable Value: Provide the taxable value of the return invoice.
CGST: Enter the Central GST amount for the return.
SGST: Enter the State GST amount for the return.
IGST: Enter the Integrated GST amount for the return.
CESS: Input any CESS amount for the return if applicable.
Total Tax: Calculate and enter the total tax for the return.

Search and Download Reports:

Use the calendar bar to search and filter the sales return report by date or other criteria.
Choose to download the report in various formats:
JSON
Excel
PDF

Verify Reports:

Review the generated reports to ensure all details are accurate and complete.
Confirm that the reports are correctly saved and available in the selected formats.