GST, e-Invoice and ITC

Review a GST report

1. Open GST Reports and choose a report, such as GSTR-1 or GSTR-3B.
2. Select the financial year and period, and any filters.
3. Apply and review the rows and totals.
4. Export or download, for example the GSTR-1 JSON, after checking the figures.

Result: Reports are for preparation and review. A report or export does not file a return.

Reconcile GSTR-2B

1. Download the GSTR-2A or 2B file from the GST portal.
2. Open ITC Reconciliation, choose the period and upload the file.
3. Review matched, unmatched and different lines, and follow up with suppliers.

Generate an e-Invoice and e-Way Bill

1. Open the saved sales invoice.
2. Choose to generate the e-Invoice. The IRN and acknowledgement are saved on the invoice.
3. Then generate the e-Way Bill from the same invoice if the goods need one.
4. Check the status in the e-Invoice or e-Way Bill register.

Result: Generating needs the right to create sales invoices; cancelling needs the right to cancel invoices.