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

Note: If you haven’t configured GST settings in Zoho Invoice, you can click here to know the steps.

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.

When is the last date to file GSTR-1?

The last date to file your GSTR-1 is based on your filing period and turnover. The filing dates of quarterly return for registered persons with aggregate turnover up to 1.5 crore rupees:

• For Apr-Jun, 2018: Jul 31st, 2018

The filing dates of monthly return for registered persons with aggregate turnover of more than 1.50 crore rupees:

• For May 2018: Jun 10th, 2018
• For Jun 2018: Jul 10th, 2018

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:

• Navigate to the GST Filing module in the side bar of your Zoho Invoice organization.
• Click the number below Unpushed Transactions.

You will see the list of transactions segregated based on the business type under the Transaction summary. 

The HSN tab will give you the HSN summary of the transactions for the specified month. 

The Nil tab will provide you with the summary of Nil-rated outward supplies.

The B2CS tab will list the transactions corresponding to the Table 7 of GSTR-1.    

The Documents Issued tab will have the details of the documents you are about to upload to the GSTN. Currently, you will have to enter the details manually before uploading it to the GSTN. You can do that by following these steps:

• Navigate to the GST Filing module in the side bar.
• Click the number below UNPUSHED.
• Go to the Push to GSTN tab.
• Click the Documents issued tab.
• Click Edit button.
• 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:

• Navigate to the GST Filing module.
• Once in, click on Push to GSTN.
• On the popup that appears, enter your Aggregate Turnover in the preceding Financial Year and Aggregate Turnover - April to June, 2017.
• After entering all the details, click Push to GSTN. An OTP will be sent to your GST registered mobile number/ email address. Please 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 an in app 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

The next step is to submit your GSTR1. Please note that this will freeze the data you’ve uploaded to the GSTN and you will not be able to edit or upload new transactions for the specified tax period. Hence, we recommend you to preview and submit your return directly from the GSTN portal. You can submit your GSTR1 by following these steps:

• Log in to https://www.gst.gov.in/ and head to Dashboard-> Return Dashboard.
• Select the Financial Year and the Return filing period and hit Search.

• Click on Prepare Online option corresponding to Details of Outward supplies of Goods or services (GSTR1).

• Click Preview to review your return and click Proceed.

• Click the Submit option to freeze the transactions.

Step-4: Filing GSTR-1

The final step is to file your GSTR-1 return from the GSTN portal.You can do that by following these steps:

• Log in to https://www.gst.gov.in/ and head to Dashboard-> Return Dashboard.
• Select the Financial Year, and the Return filing period and click Search.
• Click on Prepare Online option corresponding to Details of Outward supplies of Goods or services (GSTR1).
• Click the File GSTR-1 with DSC option to file the return using digital signature or click File GSTR-1 with EVC and file your return through an OTP sent to your Aadhar linked mobile number.