Filing GSTR-3B (Auto Mode)

Complete guide of preparing & filing GSTR-3B return using your sales & purchase data

GSTR-3B return contains the summary of both outward and inward supplies (sales & purchases). Octa GST can prepare GSTR-3B in following modes:

  • Automatic: In this mode, tax liability and ITC will be automatically calculated using your sales and purchase data.
  • Manual: In this mode, you can prepare GSTR-3B by manually entering the data in various tables.

In auto mode, Octa GST 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 can be entered by the user directly and complete return can be generated for direct upload to GST Portal.

Prepare

In order to prepare GSTR-1, you need to go to GSTR-3B page in Octa GST. Select the Automatic mode and then click Prepare Return button on the top.


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. As soon as you change GSTIN or return period, Octa GST will automatically calculate the preview and refresh the screen.


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.

Claim ITC

It is very important to timely 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.


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

Validate

Before you upload the GSTR-3B data to GST Portal, it is recommended to validate and 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-1 screen. 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.

Check sales data

Check purchase data

Generate JSON file

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

Generate JSON file

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 & Print

  • 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.

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