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GSTR-3B

Filing GSTR-3B

GSTR-3B return contains the summary of both outward and inward supplies (sales & purchases). Using Octa GST, you can prepare GSTR-3B using your sales/purchase and you can also manually adjust the various values as per your business needs.

Octa GST can automatically generates most of the data required to file GSTR-3B. This data is calculated based on sales and purchase data entered you. Remaining data and adjustments can be entered by the user directly and complete return can be generated for direct upload to GST Portal.

If you wish to calculate GSTR-3B based on your sales/purchase data, please make sure you add them before following the steps mentioned in this article. If you need help, please follow below articles:

Preview

In order to prepare GSTR-3B, you need to go to GSTR-3B page in Octa GST and click on Prepare Return button on the top.

Prepare GSTR-3B

This will open the GSTR-3B return preview screen. Please select the business GSTIN and return period for which you would like to generate GSTR-3B.

GSTR-3B GSTIN & Period

Automatic Generation

Claim ITC

It is very important to claim ITC on the documents being reported in GSTR-3B in order to avoid blocking the working capital between return cycles. Octa GST provides a simplified user interface which enables you to:

  • Claim ITC on large number of documents in few clicks
  • Claim ITC on individual documents
  • View the documents on which ITC has not been claimed

Using Octa GST, you will not miss ITC on even a single document. In addition to this, you can view your purchase data while claiming ITC so that you can better decide the amount of ITC eligibility.

Bulk ITC Claim:

Octa GST provides a convenient bulk ITC claim mechanism using which you can claim ITC on a large number of documents. For example, you can claim ITC on all purchases from a supplier. Or you can reset the claimed ITC on documents if you wish to start over.

GSTR-3B ITC Claim

ITC Claim on Single Invoice:

Sometimes you need more control on the eligibility and amount of ITC claim. For example, ITC is not available on some type of purchases or ITC claim amount is less because of partial personal use.

Octa GST provides a convenient and fine control of ITC claim if you need it:

  • View the complete document details
  • Adjust ITC on various tax amounts by specifying a single ITC percentage

GSTR-3B Custom ITC Claim

Validate

Before you upload the GSTR-3B data to GST Portal, it is recommended to validate all transactions and summary data.

You can quickly check all sales and purchase data by using the automatic validation engine of Octa GST. In order to use it, click on Check Sales Data or Check Purchase Data button on GSTR-3B preview. This will open a list of validation checks that you run on your data. Click on Check button to start the validation. If Octa GST finds any validation issues, it will indicate the same in failure count. You will have the option to see the records and take appropriate corrective actions if required.

The validation issues reported by Octa GST should be treated as suggestions. It is not required to fix all the issues before filing.

Check Sales DataCheck Purchase Data

Calculate

Once you have verified the sales/purchase data and claimed ITC on purchases, click on Calculate button to automatically generate GSTR-3B using your sales/purchase data.

You can scroll down and view the automatically calculated summary data on preview screen. This summary information is divided into various tables depending on the nature of transactions.

Auto Calculate GSTR-3B

Manual Generation & Adjustments

If you are preparing GSTR-3B based on the ledgers in your books of account, you can manually enter the data in various sections of GSTR-3B. This facility is also useful for manual adjustments in auto-calculated values of different sections.

GSTR-3B Section DetailsGSTR-3B Manual Adjustment

Generate JSON file

IMPORTANT: If you are using auto-mode for ITC calculation, please make sure that you have claimed ITC on all the eligible invoices.

Once you are satisfied with the data being reported in GSTR-3B, click on the Generate JSON File button to generate the file (JSON format) which can be directly uploaded to the GST Portal.

Generate GSTR-3B JSON

Upload to GST Portal

Please follow the steps below to upload GSTR-3B JSON file to GST Portal.

  • Login to GST Portal with your credentials.
  • Go to Return Dashboard
  • Select the return period
  • In the GSTR-3B box, click on Prepare Offline
  • Click on Choose file button and select the JSON file.
  • Click on Refresh button to check the status of uploaded file.

Export & Print

Once the return has been filed, it is recommended to keep a record of filed data.

Export GSTR-3B to Excel

  • Export: Click on Export to Excel button to export the full GSTR-3B data to Excel file.
  • Print: Click on Print Summary button to print the GSTR-3B summary.