How do I edit transactions that are included in a filed return?

Once you file a return in Zoho Books or file a return in the GST portal and mark it as filed in Zoho Books, you will not be able to edit the transactions included in that return. To make changes to the transactions, you will have to unfile the GSTR 1 return to make changes to sales transactions and open GSTR 2 to make changes to purchase transactions.

To unfile GSTR 1:

• Click GST Filing in the left sidebar.
• If the Branches feature is enabled, you’ll be redirected to the GSTIN Dashboard page. Click View Summary next to the required GSTIN.
• If the Branches feature is not enabled, you will be redirected to the GSTIN’s page.
• In the Monthly/Quarterly Returns section, Click the date filter and select the latest return that you have filed.

• Confirm your action by clicking Yes, Mark as Unfiled.

To mark the GSTR 2 as open:

• Click GST Filing in the left sidebar.
• If the Branches feature is enabled, you’ll be redirected to the List of GSTINs page. Click View Summary next to the required GSTIN.
• If the Branches feature is not enabled, you will be redirected to the GSTIN’s page.
• In the Monthly/ Quarterly Returns section, click the date filter and select the latest return that you have marked as complete.
• Click Mark as Open next to GSTR-2.
• In the pop-up that appears, click Mark as Open.