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GST Reports

MyBooks automatically compiles your GST data from transactions and generates the reports required for filing with the Indian GST portal. Access all GST reports from Reports > GST Reports.

GSTR-1 — Outward Supplies​

GSTR-1 is a monthly/quarterly return containing details of all your sales transactions with GST.

What it includes:​

  • B2B Invoices: Sales to registered businesses (with GSTIN), broken down by customer and invoice.
  • B2C Large: Inter-state sales to unregistered consumers above ₹2.5 lakhs.
  • B2C Small: All other sales to unregistered consumers, grouped by state.
  • Credit Notes / Debit Notes: Adjustments to previously reported invoices.
  • Exports: Zero-rated supply details.

Generating GSTR-1:​

  1. Go to Reports > GSTR-1.
  2. Select the Period (month or quarter).
  3. Review each section for accuracy.
  4. Click Export to download in Excel format for upload to the GST portal.

GSTR-2 / Inward Supplies​

This report summarizes your purchase transactions with input GST — used for verifying Input Tax Credit (ITC).

What it includes:​

  • All purchase bills with vendor GSTIN and tax amounts.
  • Categorized by tax rate (5%, 12%, 18%, 28%).
  • ITC eligible vs. ineligible breakdown.

Generating the Inward Supplies Report:​

  1. Go to Reports > GSTR-2.
  2. Select the Period.
  3. Review and export.

GSTR-3B — Monthly Summary Return​

GSTR-3B is a monthly self-declaration summarizing your total liabilities and ITC for the period.

What it includes:​

  • Table 3.1: Outward supply summary (taxable, zero-rated, exempt).
  • Table 4: Input Tax Credit available, reversed, and net ITC claimed.
  • Tax Payable: Net tax payable after ITC set-off.

Generating GSTR-3B:​

  1. Go to Reports > GSTR-3B.
  2. Select the Month and Year.
  3. Review the auto-calculated figures.
  4. Use the export to verify against your return before filing.

Tips for Accurate GST Reports​

  • Ensure all contacts with GST registrations have their GSTIN entered correctly in Master Data > Contacts.
  • Set the correct GST Treatment for each contact (Registered, Unregistered, Composition, Overseas, etc.).
  • Each item should have an HSN/SAC code for proper classification.
  • Issue Credit Notes for any corrections to previously issued invoices — do not delete invoices.

Tax Summary Report​

The Tax Summary report (under Reports > Tax Summary) gives a simpler view of all taxes collected and paid across a period, grouped by tax rate — useful for quick reconciliation before filing.

See Also​

  • Tax Summary & Reports — how the Tax Summary/Payments screen (for tracking and paying what you owe) differs from the Tax Reports menu and the GST reports on this page.
  • E-Invoicing — generating the IRN and QR code required for B2B and export tax invoices under India's e-invoice mandate.