Finance & GST

Revenue, GST compliance, P&L & expenses · loading...

New to GST?
Monthly flow

1 Overview due dates & to-dos

2 Tax Analytics check numbers

3 Advisory validate

4 GSTR-1 Export file

📖 Books = orders/expenses🧾 Filed = what you submit

Source: your books — orders & expenses (business / accounting view).

Revenue vs Expenses (monthly)

GST Liability Trend

Source: your books — orders (accounting estimate). For the figures you actually file, use Tax Analytics & GSTR-1 Export.

GSTR-1 Summary (Outward Supplies)

GSTR-3B Summary (Tax Liability)

GST by Rate Slab

GST Slab	Taxable Value	CGST	SGST	IGST	Total Tax

Source: orders (accounting view). The legal invoice copy comes from the immutable snapshot — download via the PDF action.

GST Invoices

Status guide & next steps

📦 Confirmed / Picked up / In transit → fulfil & deliver. The invoice counts in this month's GSTR-1; add an e-way bill if the consignment is over ₹50,000.

✅ Delivered → supply complete. Include it in GSTR-1 (file by the 11th). No further GST action.

🚫 Cancelled → if cancelled before supply, it's excluded from the return (still counted as a cancelled document for serial continuity). If it was paid/invoiced, a credit note is auto-issued.

↩️ Returned → a credit note (Sec 34) is auto-issued; process the customer refund. The GST is netted in GSTR-1.

💸 Refunded → a credit note is auto-issued; GST netted in GSTR-1. No further GST action.

🧾 Credit / Debit note → an adjustment document, reported automatically (CDNR / B2CS netting). Use a Credit note when you over-charged or reversed a sale, a Debit note when you under-charged.

This month: (1) review Tax Analytics → (2) run the Pre-filing Validator (Advisory) → (3) GSTR-1 Export & file by the 11th → (4) GSTR-3B (add ITC) & file by the 20th. Reversals are auto-credit-noted & netted.

Invoice No	Customer	Date	Taxable	GST	Total	Status	Next Step	Actions

Source: expenses / purchases ledger (your books). Feeds Input Tax Credit & vendor scoring.

Expense Management

Expenses by Category

Input Tax Credit (ITC)

ITC from ExpensesRs 0

Total Claimable ITCRs 0

ITC offsets your output GST liability. Includes GST paid on expenses and received purchase orders.

Date	Description	Category	Vendor	Amount	GST	Actions

Source: your books — orders & expenses (accounting view).

Profit & Loss Statement

Profit Trend (monthly)

Source: filed invoices — immutable invoices snapshots + credit_notes (authoritative; what you actually file).

GSTR-1 Export — outward supplies, GST Offline-Tool CSV

Built from issued invoice records (authoritative). Cancelled/Returned/Refunded orders without a credit note are excluded; reversals that have a credit note are reported and netted via CDNR (the GST-correct route). Import the CSVs into the GST Offline Tool to generate the portal JSON — this is a filing-prep export, not a filed return. Verify section headers against your Offline-Tool version.

Source: filed invoices — immutable invoices snapshots + credit_notes for (authoritative; matches your return). Reversals without a credit note excluded; credit-note-backed ones reported & netted.

Net GST Liability Trend (monthly)

Taxable Value by Rate Slab

Taxable vs Exempt Supply

Supply by Place-of-Supply (state)

Top HSN by Value

HSN	Description	Rate	Taxable	Tax

Reconciliation Health

Source: filed invoices (snapshots + credit notes) for thresholds & validation; vendor/ITC tools also read the expenses ledger.

Compliance Thresholds — trailing 12 months

Pre-filing Validator — check GSTR-1 readiness for a month

Filing Calendar — GSTR-1 & GSTR-3B due dates

Period	Invoices	GSTR-1 due	GSTR-3B due	Status

Filing Runbook — new to GST? start here

You don't file from Zukro — Zukro prepares everything; you (or your CA) file on the GST portal.

A · Day-to-day — as things happen

When you…	Do this	Where
Add / edit a product	Set its GST rate + HSN once (it's permanent). New product? use the category rule.	Product editor
Make a sale	Nothing — invoice & GST auto-calculated; Tax Invoice (taxable) or Bill of Supply (0%) chosen automatically.	Automatic
Return / refund / cancel a paid order	A credit note is auto-issued (when `org.autoCreditNote` is on) — never delete the sale. Else issue it manually.	Order Management
Ship goods > ₹50,000	Generate an e-way bill and record the number.	Advisory / order transport
Record a purchase / expense	Add it with its GST → builds your Input Tax Credit (ITC).	Finance & GST → Expenses

B · Every month — the filing rhythm

GSTR-1 — your sales · due 11th

Tax Analytics — eyeball the shape (taxable vs exempt, rate mix).
Pre-filing Validator (above) — pick the month, clear any ✗.
GSTR-1 Export → CSVs → GST Offline Tool → portal → file.

GSTR-3B — summary + payment · due 20th

Use the GSTR-3B summary / JSON for the period.
Add ITC from your Expenses (purchases with GST).
Pay the balance & file on the portal.

C · Periodically

ITC reconciliation — download GSTR-2B from the portal, upload it in Advanced Tools below to catch credit you'd otherwise lose.
Thresholds — the watchers above track the ₹5cr e-invoicing line & ₹50k e-way rule for you.
Records — Verify audit chain (Advanced Tools) keeps a tamper-evident trail for audits/notices.

D · Three rules to remember

Books ≠ filed. File from the 🧾 Tax Analytics / GSTR-1 figures — not the 📖 Overview/GST (accounting) view.
Never delete a sale to undo it — issue a credit note (now automatic for returns/refunds/paid-cancels).
Due dates: GSTR-1 by the 11th, GSTR-3B by the 20th, of the following month.

💡 You're under ₹5cr → you likely qualify for QRMP: file GSTR-1 quarterly (pay tax monthly via PMT-06) — much less monthly work. Ask your CA to opt you in; the suite supports monthly & quarterly periods.

Filing-prep only — Zukro prepares the data; filing happens on the GSTN portal / via your CA. Confirm rates, QRMP & credit-note treatment with your CA.

GST Field Guide

Advanced Tools — free, rule-based (no AI)

ITC reconciliation: upload your GSTR-2B (CSV/JSON)

Source: products & filed invoice snapshots. AI features call the Claude API — inactive until subscription is active. Rule-based GST reports and lint run regardless.

AI Provision completed. Subscribe to avail this service.

GST classification, AI lint deep-check, Finance Assistant, and GST Advisor are provisioned. Enable your AI subscription in Settings → AI Configuration to activate. Rule-based reports, GSTR-1/3B, ITC reconciliation, and invoice lint (non-AI) remain fully operational.

Ask AI — your data (Finance) or the rulebook (Advisor)

AI HSN / GST Classifier — proposes rate + HSN per product (advisory, never auto-applied)

only unclassified

Dry-run shows what the model would suggest without writing anything. Saved suggestions land in products.gstAI and appear in the CA Approval Queue below — they do not change live invoice rates until a CA approves them.

CA Approval Queue — promote a confirmed suggestion to the live GST rate

Approving copies the suggested rate + HSN into the product's live gst field. Future invoices use it; existing immutable snapshots are unaffected (correct via credit note / regeneration). Admin / owner only.

Invoice Lint — catch GST anomalies before GSTR-1

AI deep-check (rate↔HSN)

Deterministic rule checks (missing HSN, intra/inter-state split, malformed GSTIN, doc-series gaps, total drift, B2CL routing) run free. Optional AI deep-check flags rate↔HSN mismatches.

Automation & Filing — scheduled + on-demand

Auto credit notes issue automatically on Return / paid-Cancellation when org.autoCreditNote=true. Monthly filing-prep emails a GSTR-1/3B summary to org.financeEmail on the 1st (09:00 IST). Use the buttons to run on-demand.