GST reports | Yojika Guide

The GST group on the Reports screen gives you the figures you need to file your returns. Pick your period first, then open the report you need. Every report here will show you any period you ask for — the one exception is the GSTR-1 JSON download, which has to match a real filing period, and on filing day that is usually Last quarter. See Which period to pick for GSTR-1 JSON below.

The returns and summaries

Summary — your sales and the GST on them for the period, broken up by tax rate. A good first check before filing.
GSTR-1 — your outward supplies (sales), laid out the way GSTR-1 expects.
GSTR-3B — the summary figures that go into your GSTR-3B return.
GSTR-2/2B — your inward supplies (purchases) and the input tax credit from purchases and from expenses you marked for ITC.
GSTR-2B reconciliation — checks your purchase book against the GSTR-2B the portal holds. Import the JSON you downloaded from the portal and every bill is marked matched, mismatched, or missing on one side. See Checking your purchases against GSTR-2B below.
HSN summary — your sales grouped by HSN code, as required in the return.
Doc series — a count of the invoice numbers you used in the period, with any gaps, for the documents section of GSTR-1.

Tax and discount reports

Tax report — the total tax collected, broken down.
Tax rate report — your sales grouped by tax rate.
Discount report — the discounts you gave in the period.

Which period to pick for GSTR-1 JSON

A GSTR-1 return always covers one filing period — a month or a quarter, never a financial year — and that period must have finished. You file a return after the period it covers has ended, so the window you want is always a past one:

Turnover up to ₹5 crore (most shops) — you are normally on the QRMP scheme and file quarterly. Pick Last quarter.
Turnover above ₹5 crore, or you chose to file monthly — pick Last month.

This month and This quarter never export a GSTR-1, because the period you are in has not ended. On 13 July, This quarter covers 1 July onwards — thirteen days of sales — and a return for it would be missing most of its own period, so Yojika refuses and points you at Last quarter. Use them to see how you are doing; use the “Last” ones to file.

Your QRMP return is due on the 13th of the month after the quarter ends, so on the day you sit down to file, Last quarter is exactly the quarter you owe. The four quarters are April–June, July–September, October–December, and January–March.

Custom… lets you pick any window by hand, and the same two rules apply to it: it must be one whole month or one whole quarter, and that period must have finished.

What gets refused

A period that has not ended — This month, This quarter, or a Custom… window over the current or a future period. A December 2027 export asked for today would contain no sales at all.
Anything that is not exactly one period — This FY, This year, All time, a Custom… range that crosses a month end without being a whole quarter, or part of a month or quarter. 1–23 August is refused even in September: the file would claim all of August.

That is deliberate: the file records a filing period inside itself, so one that claims a single month while holding a whole year’s sales is not a return you can upload. This changed in August 2026 — This FY used to produce a file, and the file it produced was not valid.

Only the JSON download is affected. GSTR-1 on screen, and its CSV, PDF and Excel exports, still show whatever period you choose — as do Summary, GSTR-3B, HSN summary and the rest.

Extra exports

Two GST reports offer extra download buttons beyond CSV, PDF, and Excel:

Summary has a Tally XML button, to bring your data into Tally.
GSTR-1 has a GSTR-1 JSON button, the file format the GST portal accepts. To use it, your GSTIN must be set and GST turned on in your company profile, and your date range must be one whole month or one whole quarter. The file is named GSTR1_<your GSTIN>_<MMYYYY>.json, where MMYYYY is the filing period. For a quarter that is the quarter’s closing month, which is what QRMP expects — April–June 2026 is 062026, not 042026. Check the name before you upload: it tells you which period you actually exported.

Checking your purchases against GSTR-2B

GSTR-2B is the portal’s own list of the purchases your suppliers filed for your GSTIN. To check your books against it, download the JSON from the GST portal (Returns → GSTR-2B → Download), then open GSTR-2B reconciliation and tap Import. The file never leaves this computer — Yojika reads it on the device and keeps a copy only here.

Every bill lands in one bucket, and the summary chips above the table filter to a single bucket (the CSV, PDF, and Excel exports follow the chip):

Matched — the bill is in GSTR-2B and in your books for the same value. Its input tax credit is good to claim.
Value mismatch — it is on both sides but the amounts differ by more than ₹1. Check whether the bill was edited after entry, or the bill number belongs to two different bills.
Missing in your books — your supplier filed this bill, but it is not in your purchases. Enter it to claim its credit.
Not in GSTR-2B — the bill is in your books but the supplier has not filed it yet, so its credit cannot be claimed this period.
Possible duplicate entry — two purchase bills share one supplier and bill number. The row also stays in its own match bucket; a flagged bill is never hidden from you.

Tapping a row with a book side opens that purchase, so you can fix it and come straight back. The comparison itself is never saved — the report recomputes it every time, so once you fix a bill the buckets update by themselves. Clear removes the imported file when you want to import a different one.

GST basics as Yojika shows them — what CGST, SGST, IGST, and HSN mean.