The GST group on the Reports screen gives you the figures you need to file your returns. Pick your period first — usually a month or This FY — then open the report you need.
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.
- 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.
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.
Related
- GST basics as Yojika shows them — what CGST, SGST, IGST, and HSN mean.