OCTA GST
Contact Sales

Reports

GSTR-9

Step-1 GSTR-9 Dashboard

First, navigate to the GSTR-9 Dashboard in Octa GST. To do this

  1. Log in and Select Company: Log in to Octa GST, select the company you want to work with, and open it.
  2. Navigate to GSTR-9 Tab: Go to the GSTR-9 tab. This will open the GSTR-9 dashboard for all periods.
  3. Check Data Status: Hover your mouse over any period to see whether data is available or not.

If data is not available than follow the 2'nd and 3'rd step and if data available directly follow 4th step.

Step-2 Download JSON Files

  1. Click the JSON Button: In the GSTR-9 dashboard, click the JSON button.
  2. Log In to the GST Portal: A login tab will open. Click the Login button and enter your GST Government Portal credentials (User ID and Password).
  3. Generate JSON: Once logged in, the screen for JSON generation will appear. Octa GST sends the generation request to the government portal.
  4. Refresh and Download: After a short time, once the JSON is generated, refresh the page. The Download option will appear. Click Download to save the JSON file.

Step-3 Adding JSON Files

  1. Go to the GSTR-9 Dashboard: In Octa GST, open the company and navigate to the GSTR-9 tab to access the dashboard.
  2. Click the Import Button: On the dashboard, click the Import button.
  3. Select JSON Files: Click Select, then browse your computer and choose the JSON file(s) you want to import.
  4. Open the Files: After selecting, click Open to confirm your selection.
  5. Continue to Import: Click the Continue button to start importing the data into Octa GST.

Pull data (using OTP)

Octa GST also provides a data pull option to fetch data directly from the government portal without using JSON. To use this feature, Octa GST must first be connected to the GST portal. To pull data, click the Pull button, select the desired period, and then click Continue. The system will retrieve data from the government portal for that period.

Step-4 Export GSTR-9

  1. Click to view: In GSTR-9 dashboard click to view button to view and export GSTR-9 in excel format.
  2. Click to export: To download the data in to excel, click to export button, the report will generate in robot tab.