ExpressGST || PAN-Level Dashboard & Reconciliation Across Branches

Overview

The PAN View Compliance feature in ExpressGST provides a consolidated overview of GST compliance across all GSTINs associated with a single PAN. This functionality is essential for businesses managing multiple branches, as it enables centralized monitoring and streamlined reconciliation.

Key benefits include:

1. Centralized tracking of return filing status across GSTINs
2. Early detection of non-compliance
3. Validation of Input Tax Credit (ITC) eligibility
   
4. Enhanced transparency in B2B transactions
5. Effective due diligence and reduced risk of tax evasion
   

PAN View & Client Master Dashboard

Accessing PAN View : Navigate to the PAN View section within the application to view the status of companies based on their PAN.

      

This section allows you to view company statuses based on PAN and compare registrations between the software and the GST portal.

      

Client Master | PAN-Wise View

1. Displays all companies associated with a single PAN
2. Enables validation of company presence in software vs. the GST portal
   

Bulk Import of PAN-Linked Companies

To simplify data entry:

1. Click "Download Excel" Icon.
   

      

1. Enter the required details in the Excel template.
   

      

1. Upload the completed sheet to import data into the software.
   

PAN Dashboard

The PAN Dashboard facilitates cross-verification of multi-GSTIN data through two modes:

1. Detailed View – Offers in-depth, transaction-level insights. To switch to the Summary View, click the highlighted button.

      

1. Summary View (Default) – Provides a consolidated, high-level overview of GSTIN data. To switch to the Detailed View, click the highlighted button.

      

Configuration Settings

Users can customize how GSTIN information is displayed using the "Show Receiver GSTIN By" setting:

1. GSTIN
2. Alias Name
   
3. Default
4. State Column
5. Legal/Trade Name
   

      

Reconciliation Types

ExpressGST supports four modes of reconciliation to ensure accuracy in GST filings:

Invoice-Wise Reconciliation : Compares invoices recorded in books against GST returns.

      

      

Supplier-Wise Reconciliation : Matches supplier-specific data between books and GST filings.

      

      

Supplier Reconciliation Statuses : Displays status categories:

1. Matched
2. Partial Match
3. Cross Matched
4. Cross Partial Match
5. In Books Only
6. In GSTR-2A Only
   

      

      

Access GSTIN Reconciliation : Enables targeted search and reconciliation for individual GSTINs.

      

      

Reconciliation Summary

Summarized results are available in:

1. Detailed View
2. Summary View
   

This helps in quickly identifying discrepancies and taking corrective action.

      

Note: If cross-charge invoices are present in the data, they will be highlighted during reconciliation.

Tax Audit Annexures – Forms 3CA-3CD / 3CB-3CD

ExpressGST provides automated reports to assist with tax audits, specifically for:

1. Form 3CA-3CD
2. Form 3CB-3CD
   

Process to Download Annexure Reports

1. Go to the Tax Audit Clause section.
   
   
   
   
   
2. Select the desired form: Form 3CA-3CD or Form 3CB-3CD Annexure (GSTIN-wise)
   
3. Download reports for applicable clauses:
   
1. Clause 4
   
2. Clause 10a
   
3. Clause 27a
   
4. Clause 40
   
5. Clause 44
   

These reconciliation modes provide a comprehensive PAN-level dashboard, enabling seamless reconciliation across all branches within a unified, single-page view.

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