Keep up with tax as you go.
Record GST and TDS with the transaction, while the details are still in front of you. When month-end comes, check your GSTR-1 and GSTR-3B views with your CA and export supporting data for review. Current GSTR-1 exports are drafts, not for filing.
Check registration and source details.
- Review GST registration and state details in Company Settings before entering taxable transactions.
- Check the party, invoice date, tax fields and totals against the source document.
- Review the selected period in the relevant GST or TDS register with your accountant before exporting.
Less to piece together at month-end
Check tax with the transaction
Check the rate, HSN/SAC and place of supply on the transaction. The draft shows the GST split, reverse-charge treatment and input-credit eligibility together.
Your CA sees the same totals
Your GSTR-1 and GSTR-3B views come from your books. Your CA can check the summary and export Excel or JSON for review. GSTR-1 exports are not filing-ready because Documents Issued (Table 13) is not yet supported.
Keep TDS details together
Keep each payee’s TDS section and rate in their master. The calculator brings section totals together for review, with updated section names shown where applicable.
From transaction to return view
Set up once
Add your company’s GSTIN, state and registration type. Set tax rates and HSN/SAC on items, and TDS sections on payees.
Capture with tax detail
Check the tax lines on each invoice or voucher, whether you typed a sentence, uploaded a bill or entered it manually.
Review the pending queue
Missing HSN codes, possible reverse charges and input-credit questions go into a review list for you or your CA.
Check and export for review
Check GSTR-1 and GSTR-3B summaries and export the available Excel/JSON files. Do not file the current GSTR-1 draft exports; your accountant must prepare the complete return separately.
What's included
Tax details that stay with your records.
GST details on parties, items and every transaction line
Rate master and HSN/SAC lookup with AI suggestions
IGST vs CGST/SGST split by place of supply; RCM handling
ITC eligibility tracking flowing into GSTR-3B
GSTR-1 outward-supply register and GSTR-3B return-summary views
Excel/JSON review exports; current GSTR-1 exports are not for filing
GST review and settlement workflow with accountant oversight
TDS payee master, section-wise calculator and aggregates
March GSTR-3B without the scramble
You have recorded tax through the month. Here is what remains to check.
- 1
Open the GSTR-3B view for March — outward tax, ITC and net payable are already assembled.
- 2
The review queue holds three items: one missing HSN, one RCM freight bill, one ITC question on a mixed-use purchase.
- 3
Your CA resolves all three in the queue; the summary updates live.
- 4
Export Excel for accountant review. Check any JSON output separately against portal requirements, and record settlement through the available workflow.
Result: a return your CA reviewed line by line — ready for the separate filing checks and process.
FAQ's
Not in the current release. GST fields are captured fully, but IRN generation and e-way bills happen on the government systems.
A payee master carries sections and rates; vouchers calculate TDS at entry, and aggregates build per section for review and payment tracking.
It goes into the pending review queue, where you or your CA can fill in the missing details.
Month-end without the scramble.
Explore the workflow and see how the tax details on your transactions come together in your return views.