GST & filings

Updated 6 Oct 2026

Reports, GSTR-1 / 3B and Hand-to-CA

Cashflow, income vs expenses, projects, GST returns (GSTR-1, 3B, 8, ITC summary), TDS summary and the one-tap Hand-to-CA ZIP bundle.

Every report you need for a normal filing month lives here: dashboards and a full report catalog, GSTR-1 and GSTR-3B computed from your books with a due-date calendar, the ITC loop closed after filing, and the one-tap Hand-to-CA ZIP that packages a whole period for your accountant.

GST returns built from your invoices - GSTR-1 and 3B, ready to review. (desktop view) — GST returns built from your invoices - GSTR-1 and 3B, ready to review.

Where reports live

The Reports hub opens tabbed dashboards - cashflow, income vs expenses, top clients, projects, expenses by category. All reports is the full catalog: a grouped tree of every report (financial statements, GST, marketplaces, productivity, personal), with favourites you can star and quick access to what you opened last. Accountant-mode users see Tally-style labels on the same reports.

Prepare GSTR-1 in Finocket, step by step

Open GST → Returns and pick the month.
Finocket computes your outward supplies from your invoices - B2B, B2CL, B2CS, exports and nil-rated, in the shape the GSTN portal's offline tool accepts.
Tap Generate GSTR-1 export to download a ZIP of the return files. Each generated period is snapshotted, so you always know what you exported.
Upload it in the GST portal's offline tool / returns dashboard, verify the summary and file with OTP/DSC.
The due-date calendar on the same screen shows what's due when, so nothing slips.

The GSTR-3B view

When you generate the GSTR-1 export, Finocket also fills in the GSTR-3B helper for the same period: Section 3.1 outward supplies, Section 4 ITC available - built from your ITC-eligible expenses, including reverse-charge (RCM) supplies shown separately - and the tax payable, before and after ITC. Finocket never files it for you: type these values into the GSTR-3B form on the portal.

What goes where in Section 3.1. Nil-rated and exempt supplies are reported in 3.1(c). Non-GST outward supplies are reported in 3.1(e). Exports are reported in 3.1(b) at their taxable value, with no tax counted on them. A line that charges no tax and has not been classified yet stays in taxable supplies and is listed on its own row, so you can confirm it with your CA.

A period you already filed. If you re-open a period you already filed, the numbers can look different. Do not re-file. Keep what you filed, and ask your CA before changing anything. When a period is marked filed, the GSTR-3B helper shows a note on screen saying the same.

After filing, tap Mark ITC claimed for the period: the month's eligible expenses are stamped claimed, drop out of available ITC and get an ITC claimed chip on the Expenses list - so a later 3B never double-counts credit you've already taken.

GSTR-8, GSTR-2B and the annual return

GSTR-8 reconciliation (marketplace sellers) - diff your books against marketplace TCS settlements before filing. See the GSTR-8 guide.
GSTR-2B purchase reconciliation - upload your 2B JSON and bucket purchases into matched / mismatch / missing. See the GSTR-2B guide.
GSTR-9 annual - full-year working tables to prepare the annual return. See the GSTR-9 guide.

The Hand-to-CA ZIP

Open Reports → Hand to your CA, pick a preset (“This quarter”, “Year to date”, “Current FY (Apr–Mar)”) or a custom range, and Finocket bundles one ZIP: every invoice PDF named by number, a statement per client, Day Book, GSTR-1 and 3B for each month - plus Tally XML of masters and vouchers, and a README so your CA knows exactly what's inside. Share it over WhatsApp or email.

Access & control

Owners and assistants generate returns and exports; an invited accountant opens every report and download read-only - most CAs live here. GST screens need the GST module on (Settings → Modules & features) and your GSTIN set in your business profile.

Does this work offline?

Frequently asked questions

How do I file GSTR-1 step by step?

Compute it from your books in Finocket (GST → Returns → pick month → download the export), then upload in the GST portal's offline tool, verify the summary and file with OTP or DSC. Your invoices are the source, so keep them recorded through the month and filing becomes a 10-minute job.

What's the difference between GSTR-1 and GSTR-3B?

GSTR-1 is the detailed invoice-wise return of your outward supplies (what you sold, to whom). GSTR-3B is the monthly summary where you declare totals and actually pay tax after ITC. Finocket computes both from the same books so they can't drift apart.

Can I file GSTR-1 myself without a CA?

Yes. If your invoices are recorded, Finocket produces the portal-ready export and the 3B summary - many small businesses self-file monthly and involve their CA for the annual return. The Hand-to-CA ZIP keeps your CA in the loop either way.

Where do I see my GST due dates?

The due-date calendar on GST → Returns lists what's due for each period, so GSTR-1 and 3B never sneak up on you.

Can Finocket count down to the due date instead of me watching the calendar?

Yes. The GST filing countdown automation at /agents counts down to each GSTR-1 and 3B date and tells you where the period stands - what is recorded, what is still missing, what will not compute. It gets more insistent as the date nears and goes quiet once you mark the period filed.

Will it file the return when the date arrives?

No, and not with your confirmation either. Filing cannot be undone, a wrong figure costs you money in penalty, and the return is your statement about your own business. The automation gets the figures reconciled and the period ready; you press file on the portal.

Your accountant prepares, you approve

An accountant can prepare a GST return and send it for your approval. They cannot approve it themselves, you see the tax payable before you agree, and if the figures change afterwards the approval stops counting.

Filling a client in from their GSTIN

Type a GSTIN and Finocket fetches the name and address from the GST portal — for your clients, and for your own business during setup. PAN and state fill instantly from the number itself, and it warns you about a cancelled or composition registration.

TDS you deduct — challans, 26Q and Form 16A

Record the TDS you withhold when paying vendors, deposit it by challan against your TAN, and hand your CA a ready 26Q workbook plus Form 16A working copies each quarter.