GST Filing

This section will give you a brief overview on how to push and file your GST returns directly from Zoho Invoice.

Enabling Online Filing

In order to file returns directly from Zoho Invoice you will have to enable the filing option. Follow the below mentioned steps to get started.

• Click the Gear icon and select Taxes.
• Select GST Settings.
• Under Direct Filing settings enter all the details and click Save

Filing GSTR-1

What is GSTR-1?

GSTR-1 is a monthly return that contains the details of outward supplies of goods or services made by the regular taxpayer registered under GST.

Enabling API Access

Enable API Access from the GSTN Portal before you start with the filing to connect your account in the GSTN portal to Zoho Invoice. In case you missed it,:

• Log in to the GSTN Portal.
• Click on My Profile in the top right corner. 
• Click Manage API Access from the Quick Links tab. 
• Check the Yes option under the Enable API Request option.
• Select the Duration and Confirm. 

How do I file GSTR-1 from Zoho Invoice?

Filing GSTR-1 involves three steps:

• Uploading transactions to the GSTN portal.
• Submitting GSTR-1.
• Filing GSTR-1.

Step-1: Uploading transactions to the GSTN portal

The first step is to upload your transactions to the GSTN portal. Before uploading your transactions to the GSTN, you can view the list of transactions that haven’t been pushed, by following these steps:

• Log in to your Zoho Invoice Organization.
• Go to GST Filing.
• Click the number below Unpushed Transactions. You can view
  • The list of transactions segregated based on the business type under the Transaction summary. 
  • The HSN summary of the transactions for the specified month in the HSN tab. 
  • The summary of Nil-rated outward supplies in the Nil tab.
  • The transactions corresponding to the Table 7 of GSTR-1 in the B2CS tab.    
  • The details of the documents you are about to upload to the GSTN in the Documents Issued tab.

Currently, you will have to enter the details manually before uploading it to the GSTN. You can do that by following these steps:

• Go to GST Filing.
• Click the number below UNPUSHED.
• Go to the Push to GSTN tab and click Documents issued.
• Click Edit.
• Enter the details of the documents to be uploaded and click Save.
• You can also click the Clone option to enter the details of transactions in another sequence.

Once done, you can now Push the transactions to the GSTN. To do that, please follow these steps:

• Go to GST Filing.
• Click Push to GSTN.
• On the popup that appears, enter all the required details and click Push to GSTN.
• An one time password(OTP) will be sent to your GST registered mobile number/ email address.
• Enter it in the popup that follows and click Verify OTP.

Once the transactions have been successfully pushed and uploaded in GST portal, you will receive a confirmation email and a notification in Zoho Invoice. If there are any errors, you can view the failed transactions from the Failed Transactions tab in the Push To GSTN section. Edit the corresponding transactions and re-push them.

Step-2: Submitting GSTR-1

You can submit your GSTR-1 by following these steps:

• Log in to the GST portal.
• Go to Return Dashboard under Dashboard.
• Select the Financial Year and Return Filing Period, then click Search.
• Click Prepare Online corresponding to Details of Outward supplies of Goods or services (GSTR-1).
• Select Preview to review your return and click Proceed.
• Click Submit to freeze the transactions.

Step-4: Filing GSTR-1

The final step is to file your GSTR-1 return from the GSTN portal. Here’s how to do it:

• Log in to the GST portal.
• Go to Return Dashboard under Dashboard.
• Select the Financial Year and Return Filing Period, then click Search.
• Click Prepare Online corresponding to Details of Outward supplies of Goods or services (GSTR-1).
• Click File GSTR-1 with DSC to file the return using digital signature or click File GSTR-1 with EVC to file your return through an OTP sent to your Aadhar linked mobile number.