Quick Start

New to Octa GST? Follow this Quick Start guide to quickly get an overview of Octa GST.

Octa GST is high performance desktop software designed to assist you in various activities related to GST compliance while maintaining the privacy of your business data. It has an extremely simple, consistent and user-friendly interface and you can get started with it in minutes.

Once Octa GST is installed, you can start it by double clicking the Octa GST icon on desktop or in the start menu. Once started, you will see the Octa GST home screen.

Home

How to create a new company/firm?

Creating a new company in Octa GST is extremely simple. Just click on the New button on the Octa GST home screen. Enter the name of the business, GSTIN and GSTIN registration type.

Octa GST New Company

Workspace

Once the company is created, you will see the company screen. In the top left corner, you will find the Home button using which you can go back to home screen. On the left you will find a list of buttons. Using these buttons, you can switch to any page in Octa GST.

Octa GST New Company

Setup

The buttons in this group represent the Octa GST configuration of master data.

Business

This page contains the list of GSTINs registered by the company. If the company is registered in a single state, this list will contain only one GSTIN. If the company has registration in multiple states, you can add more GSTINs here.

Contacts

This page contains the master data of customers and suppliers. This master data is used for auto-completion during manual entry of data. This is also used to show the customer and supplier name when the same is not available in transaction data such as GSTR-1, GSTR-2A etc.

Items

On Items page, you can define the master of inventory items which your business typically sell or purchase. This master is useful during manual entry of invoices.

Transactions

These pages contain all the transaction data as per the books of account.

Sales

This page contains all the transactions and summary level data related to sales (outward supplies). On this page, you can manually add the invoices or import/export the sales data. You can also clear the sales data of a particular period.

Octa GST Sales Overview

More about sales:

Purchase

This page contains all the transactions and summary level data related to business purchases (inward supplies). On this page, you can manually add the invoices or import/export the purchase data. You can also clear the purchase data of a particular period.

Octa GST Purchase Overview

More about purchase:

Returns

This group of pages contains various pages dedicated to each GST return.

GSTR-1

On GSTR-1 page, you can prepare a new GSTR-1 return using the business data entered on the Sales page (Prepare Return button). If you upload a GSTR-1 return to GST Portal and it is processed with error, you can view the contents of error file (View Error File button).

You can also add previously filed GSTR-1 returns for your future reference of analysis. Simply click on Add button and select the JSON/ZIP files downloaded from GST Portal. You can select and multiple files in one go. Click on the Export button to export the contents of GSTR-1 in Excel format.

Octa GST GSTR-1 Overview

More about GSTR-1:

GSTR-2A

On GSTR-2A page, you can add the GSTR-2A JSON/ZIP files downloaded from GST Portal. Once the data has been added, you can view or export the data to Excel format. If you import the purchase transactions from your books, you can also reconcile the purchase data with GSTR-2A.

Octa GST GSTR-2A Overview

More about GSTR-2A:

GSTR-3B

GSTR-3B module in Octa GST can be used to prepare GSTR-3B return.

  • Auto Mode: Prepare GSTR-3B return from sales and purchase data
  • Manual Mode: Prepare GSTR-3B return by manually entering consolidated sales and purchase/ITC data
Octa GST GSTR-3B Overview

More about GSTR-3B:

GSTR-9

You can add GSTR-1, GSTR-2A, GSTR-3B JSON/ZIP files to Octa GST and automatically calculate GSTR-9 return based on the return data. GSTR-9 page will show the current status of all return data that has been added. You can review the status and click Prepare GSTR-9 button to open the preview.

Octa GST GSTR-9 Overview

More about GSTR-9:

Annual Report

You can add GSTR-1, GSTR-2A, GSTR-3B JSON/ZIP files to Octa GST and automatically calculate annual consolidated and comparative annual report of returns data. Octa GST will show the current status of all return data that has been added. You can review the status and click Generate Return button to save the report.

Octa GST GSTR-9 Overview

More about GST returns annual report: