Use-case playbooks
Updated 7 Aug 20264 min

Year-end without the shoebox

GSTR-9 from your filed months, closing entries as balanced vouchers, the Hand-to-CA files in import order, and the personal-tax year closed from the same login.

Year-end is where shoeboxes go to die. If the months closed clean, March is a hand-off, not an excavation.

  1. Run the annual GST picture

    GSTR-9 assembles the financial year from your filed months — cross-check before your CA files.
  2. Post the year's closing entries

    Depreciation, FX revaluation for open foreign-currency positions, and closing stock — each posts as balanced, reversible vouchers.
  3. Hand everything to your CA

    Hand-to-CA produces the Tally files in import order with a pre-import checklist — or invite them read-only and skip the file entirely.
  4. Close the personal year too

    80C, regime compare and capital gains read from the same login — the ITR-prep summary in one place.

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