GST Reports
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Log in to the Masters India GST Enterprise software using a valid 'User ID' and 'Password', enter valid, then click the “Sign In” button.
The user will land on the "Dashboard" module after signing in. From there, the user has to click on the “Reports” module in the left navigation bar.
Click on the View Reports button on the GST Reports tile.
On clicking on the View Reports button there are three different tabs. They are Configuration, View Report, and Download Reports. In order to get the data of any business unit from the GST portal, the user first has to add a job for that business unit. That job will be listed under the Configuration Tab.
Users can select the business whose otp status is verified and the GSTIN status is active. The user can cross-check both otp status and GSTIN status by navigating to the Configuration Module and clicking on Manage Business. From there they can verify the business unit status.
Click on the "Generate Report" button at the top of the screen.
The user will set the business GSTIN, financial year, month, and return type for the business unit from which we want to fetch the data from the GST portal and after selecting all three they will click on the submit button.
Now, after users have added a get job for selected businesses, financial year, and return type, the job status will initially be pending until all the sub-jobs have been completed. After all the sub-jobs have been completed then the status of the job changes from pending to completed.
If the user wants to see the sub jobs, then they can view them by clicking on the eye button under the Error Logs column.
After the status of the sub-jobs is completed, they disappear from the sub-job list, and only those sub-jobs remain whose status is not completed. When all the sub-jobs are completed, the status of the main job will be completed.
The user can filter the Business unit, Return Period & Return Type and then apply the same by clicking on the "Apply Filter" button. All the main jobs that match the condition will be filtered.
To view the data fetched from the GST portal, there is a View Report Tab. There are two ways in which a user can view the data.
Users can change the Business unit, return period & return type according to their requirements.
For the ease of the user, we have provided the invoice-wise filter on the view report Tab so that the user can filter the data according to the invoice number, Supplier, Buyer's gstin, and place of supply.
The users can view the download job of the data fetched from the GST portal and later download the fetched report to view the data in Excel. The user can make the download job from the Configuration Tab and the View Report Tab
The "Download Report" section contains all the jobs which are scheduled for downloading.
Users can download the data from the "View Report" section as well. In case the user wants to download the filter-applied data, they can just apply the filter on the view reports screen and click on the "Download" button under the summary table.
All the download jobs will be listed in the "Download Report" section.
To view the data in an Excel sheet, just click on the "Download" button in the Action column. A Zip file will be downloaded, users need to unzip the file and view the report.
After clicking on the eye icon under the actions section a popup will come which will contain all the details such as Invoice type, year, month & gstin.
Import JSON functionality is where the user can import the GSTR-1 & GSTR-2A data in JSON format.
After clicking on the Import JSON button a popup will open. The user can select the file type that they want to import and then click on the submit button. For the selected return type, a job will be added to the main job list in the Configuration section.
After clicking on the submit button a message will be displayed that the data was successfully imported into the system.
According to the data present in the JSON file, different jobs will be formed for different Invoice types. Initially, all the jobs will have a pending stage, and after some time, the status will change from pending to completed
