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Home Documentation Accounting & finance Prepare GSTR-1 and 3B

Prepare GSTR-1 and 3B

Reading the return, checking it, and exporting for the portal.

The return is a view of invoices that already exist. The work is checking it rather than building it.

Steps

  1. Go to Accounting → GST.
  2. Choose the period.
  3. GSTR-1 is broken into its sections — B2B, B2C large and small, exports, credit and debit notes, and the HSN summary.
  4. Check the totals. Click any section to see the invoices behind it.
  5. Fix anything wrong on the invoice, not on the return, and the return follows.
  6. Export in the format the portal expects.

GSTR-3B

The summary return: output tax against input credit, section by section, with the net payable. Input credit comes from purchase bills, which is why entering bills promptly matters more than it seems.

What usually needs fixing

  • An invoice with no customer GSTIN sitting in B2C when it should be B2B.
  • A missing HSN on a line, which the HSN summary needs.
  • A credit note not linked to its original invoice, so it does not net off.
Next in accounting & finance Pay a bill and deduct TDS → Run payroll →

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