Generate GST Collected vs Paid Report as Excel

Prerequisites

• ✓You have recorded GST-applicable transactions in the system
• ✓You have access to the Reports page
• ✓Microsoft Excel or compatible application

Outcome

• Ideal for detailed analysis and custom reporting.
• Track collected and paid GST efficiently

Steps

1

Navigate to Reports

From your dashboard, click on the Reports section in the main navigation. Click on the Tax & Compliance tab.

2

Select GST Report Type

Select GST Collected vs Paid as your report type.

3

Select Your Date Range

Choose how to filter your report by date using Quick Select quarters or custom date range.

4

Review GST Settings

Before generating the report, verify that your GST settings and transaction tags are correct.

5

Click Excel Button

Now, please find the Excel export button at the bottom of the report generation panel and click on it. Your download will start automatically.

6

Download and Analyze

Now you can access your downloaded file and use advanced features for detailed GST analysis.

7

Preview Your GST Excel Report

Your GST Collected vs Paid report is now ready. Open the Excel file to review your GST summary and use it for analysis or share it with your accountant.