Comprehensive Guide to GST Reports Features in SwilERP

Comprehensive Guide to GST Reports Features in SwilERP

Detailed Overview of GST Reporting Features in SwilERP

Overview

GST reports in SwilERP help businesses manage and track their GST transactions easily and accurately. These reports include GST summaries, return filing forms, E-Way Bills, and E-Invoices. This article explains the key features and steps to generate these reports for smooth GST compliance.

1. GST Summary Data

Description: GST is an indirect tax that replaced multiple taxes like VAT, service tax, and excise duty. In SwilERP, the GST Summary Data feature allows users to view and compare GST-related Sales and Purchase transactions in a summarized format. This option provides a clear summary of Sales Invoices, Sales Credit/Debit Notes, and Purchase Invoices, Purchase Credit/Debit Notes in a pivot table format. Users can customize reports, export/import data, or remove specific details as needed.

Steps to Generate the GST Summary Data Report:

  • Ensure all GST transactions are posted.

  • Verify GST returns and payments.

  • Generate the GST Summary Data report in SwilERP.

Form Name: GST Summary Data

Prerequisite:

  • All GST transactions must be accurately posted.

  • Ensure GST return entries are verified.

Step-by-step instructions for using the GST Summary Data feature in SwilERP. Learn more.

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GST Summary Data Image



2. GST Forms (For Offline Tool) - GSTR-1, GSTR-2 & GSTR-3B  

Description: GST Forms (For Offline Tool) include GSTR-1, GSTR-2, and GSTR-3B, which are used to file monthly/quarterly GST returns. These forms capture details about sales, purchases, and tax liabilities. SwilERP allow exporting GST Forms (GSTR-1, GSTR-2, GSTR-3B) in Excel and CSV formats for seamless use in the GST Offline Tool.

Steps to Generate GST Forms (For Offline Tool):

  • Ensure all sales and purchase transactions are entered.

  • Verify GST tax calculations.

  • Generate the required GST forms (GSTR-1, GSTR-2, and GSTR-3B) for offline tool submission in SwilERP.

Form Name: GST Forms (Offline Tool) - GSTR-1, GSTR-2 & GSTR-3B

Prerequisite:

  • All sales and purchase transactions must be posted.

  • GST entries must be verified.

 Step-by-step instructions for generating GST Forms (GSTR-1, GSTR-2, and GSTR-3B) in SwilERP for offline tool submission:

    ‣ How to Export GSTR-1 in CSV/Excel Format

    ‣ How to Generate GSTR-2 in RetailGraph

    ‣ Export GSTR-3B Data in Excel Layout

GST Forms (GSTR1 Excel) Image:

 


3. GST Forms (For GSTN) - GSTR-1, GSTR-2 & GSTR-3B  

 Description: GST Forms (For GSTN) - GSTR-1, GSTR-2, and GSTR-3B are the official forms submitted through the GST Network for monthly or quarterly GST filings. These forms provide comprehensive details about sales, purchases, and tax liabilities.

Steps to Generate GST Forms (For GSTN):

  • Ensure all sales and purchase transactions are entered.

  • Verify the GST tax calculations.

  • Generate the GST forms (GSTR-1, GSTR-2, and GSTR-3B) for submission through the GSTN portal in SwilERP.

Form Name: GST Forms (For GSTN) - GSTR-1, GSTR-2 & GSTR-3B

Prerequisite:

  • Sales and purchase transactions should be properly entered.

  • Ensure that GST entries are accurately classified.

 

GST Forms (GSTR1 Json) Image:


4. Update GST Lock Date (Sales/Purchase)

Description: The GST Lock Date feature allows you to lock sales and purchase transactions up to a specific date. This ensures that no further edits or modifications can be made after the transactions are finalized, maintaining data accuracy and compliance.

Steps to Update GST Lock Date:

  • Finalize the sales/purchase transactions for the period.

  • Set the GST lock date in SwilERP.

  • Verify that no transactions can be modified after the lock date.

Form Name: Update GST Lock Date

Prerequisite:

  • Sales/Purchase transactions for the period must be finalized.

  • Ensure no further modifications are required for the period.

 Step-by-step instructions for updating the GST Lock Date for sales and purchase transactions in SwilERP:

    ‣ Update Sales GST Lock Date

    ‣ Update Purchase GST Lock Date


Update GST Lock Date (Sales) Image:

 

5. GST Query

Description: GST Query allows you to track and resolve any issues or discrepancies related to GST returns, payments, and filings.

Steps to Generate GST Query Report:

  • Review GST transactions.

  • Identify discrepancies or issues.

  • Generate a GST query in SwilERP to resolve.

Form Name: GST Query

Prerequisite:

  • GST transactions should be accurately posted.

  • Ensure all discrepancies are identified.

Step-by-step instructions for using the GST Query feature in SwilERP. Learn more.

 GST Query Report Image:



6. E-Way Bills  

Description: The E-Way Bill is a mandatory document under GST for the movement of goods valued over ₹50,000, generated before the commencement of transport by the registered business. It contains essential details, including the description of goods, consignor and consignee information, and transportation details.

Steps to Generate E-Way Bill:

  • Verify sales/purchase details for the goods in transit.

  • Generate the E-Way Bill in SwilERP.

  • Track the status of the E-Way Bill.

Form Name: E-Way Bill

Prerequisite:

  • Sales/Purchase transactions must be completed.

  • Goods in transit must be verified. 

Step-by-step instructions for generating E-Way Bills manually in SwilERP. Learn more.


 E-Way Bills Image:



7. E-Invoice  

 Description: An E-Invoice is a standardized electronic document required for the generation of GST-compliant invoices. This report ensures E-Invoices are generated and validated.

Steps to Generate E-Invoice:

  • Finalize the sales transaction details.

  • Generate the E-Invoice in SwilERP.

  • Validate the E-Invoice through the GST portal.

Form Name: E-Invoice

Prerequisite:

  • Sales transactions should be finalized.

  • Ensure correct product and customer details.

 Step-by-step instructions for generating E-Invoices in SwilERP. Learn more.

 

E-Invoice Image:

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