GSTR-1 Preparation and Filing Process

1. The correct Return Period is selected
   
2. Books data is accurate and complete
   
3. Required data sources (E-Invoice / EWB / Portal data) are available, if applicable
   

Navigation Path

Dashboard → GSTR-1 → Switch to New → Select Return Period → Prepare/Due

1. Prepare Books – Data entry and import
   
2. Reconciliation – Data comparison and validation
   
3. Review – Final verification and error correction
   
4. File – Upload and submit return
   

Step 1: Prepare Books (Data Entry & Import)

1.1 Manual Data Entry

1. Navigate to the required GSTR-1 table
   
2. Click on the “+” (Add) button
   

      

1. Enter the necessary details in the data entry screen
   

1.2 Multiple Line Item Entry

1. Use the “+” button on the right panel to add multiple line items within a document
   

      

1. Use Action/Remarks to:
   
1. Verify E-Way Bill (EWB) status
   
2. Check E-Invoice status
   
3. Review GSTN upload status
   
4. Move records to B2CS (Summary)
   

1.3 Import Books Data

      

1. JSON Import – Import GST return JSON files
   
2. GSTIN Templates –
   
1. KDK Template
   
2. Government format
   
3. Supported software: Tally, Busy, Marg
   
3. Amazon Template – Import MTR reports
   
4. Flipkart Template – Import sales data
   

      

1.4 B2C Data Import Configuration

1. Append to existing B2CS data → The B2CS records from the import file will be appended to the existing dataset. Previously available records will remain unchanged.
2. Overwrite existing B2CS data → The existing B2CS data will be completely replaced with the records from the import file.
3. Not applicable → The system will exclude B2CS data from the import process under this option.

      

1.5 Launchpad Options

1. E-Invoice Data
   
2. E-Way Bill (EWB) Data
   
3. GST Portal Data
   
4. Action Tracker (records moved to Action Center)
   
5. Download IMS Data
   
6. Download Error/Review Reports
   
7. Log File (Edit/Delete History)
   
8. Export Options: Excel, PDF, JSON
   

      

1.6 Filters and View Customization

1. Apply filters based on:
   
1. Error status
   
2. Upload readiness
   

      

1. Customize table columns using the Customize View option
   

      

Step 2: Reconciliation

1. Books vs E-Way Bill (EWB)
   
2. Books vs E-Invoice
   
3. Books vs GST Portal Data
   

      

1. Tolerance Setting: Define acceptable differences in taxable value and tax
   
2. Bulk Actions: Accept data from Books, EWB, E-Invoice, or Portal
   
3. Filters: Analyze mismatched or specific data
   

      

Step 3: Review

3.1 Reconciliation Report

1. View:
   
1. Transaction-level data
   
2. Summary-level data
   
3. Overall totals
   

      

3.2 Status Classification

1. Upload Ready: Ready for upload
   
2. Warning: Can be uploaded with caution
   
3. Error: Must be corrected before upload
   
4. Portal Data: Already available on GST portal
   

3.3 Section-wise Summary

1. Displays a consolidated summary of all entries for validation
   

      

3.4 Month Comparison

1. Compare:
   
1. Current period data
   
2. Previous period data
   

      

3.5 Summary View

1. Final consolidated view before filing
   

      

Step 4: Filing

4.1 Upload Return

1. Upload prepared data directly to the GST portal
   

      

4.2 Post Upload

1. System displays a summary of uploaded data for verification

4.3 Filing Options

1. EVC (Electronic Verification Code)
   
2. DSC (Digital Signature Certificate)
   

1. Data marked as Error must be corrected before upload
   
2. Deleted records can be restored only before final submission
   
3. Ensure correct return period selection before import or upload
   
4. Validate all data in the Review stage before proceeding to filing