Multi-month GSTR-2B Report

Learn to use and analyze Multi-month GSTR-2B Report

Step 1: Select All Reports

Click on ‘Reports’ and then select 'All Reports’

Step 2: Select ‘Multi-month GSTR-2B Report

Select ‘Multi-month GSTR-2B Report’ & Click on ‘View’

You can also access 'Multi-month GSTR-2B Report' by logging into ClearTax GST and clicking on 'Reports'

Step 3: Click on GSTIN

Select ‘Business’ and then click on ‘GSTIN’

Step 4 : Select ‘Return Period’

Select the ‘Return Period’ for which you want to see the report

Step 4 : Download GSTR-2B data from GSTN

Click on ‘Download data from GSTN’ to pull data from GSTN.

The yearly data from the GSTN will be fetched after verification via OTP-based login credentials

Click on ‘Download GSTR-2B data from GSTN’ respectively.

Enable connection with GSTN by clicking on ‘Connect to GSTN’ incase the OTP is inactive

Step 5 : Select 'Summary view'

Select ‘Summary view’ to see the summary level details of ITC auto-populated in GSTR-2B

Under ‘Summary view’ , toggle to ‘ITC Available’ to see the summary of all relevant section for which ITC is available or eligible as per GSTR-2B

Under ‘Summary view’ , toggle to ‘ITC Not Available’ to see the summary of all relevant section for which ITC is not available or ineligible as per GSTR-2B

Step 6: Switch to Detail view

Switch to ‘Detail view’ to see the document level details of ITC auto-populated in GSTR-2B

Under ‘Detail view’ , toggle to ‘Supplier Wise Details’ to see the all documents relating suppliers or the supplier level summary as per GSTR-2B data

Under ‘Detail view’ , toggle to ‘Document Wise Details’ to see all documents relating to relevant sections along with other invoice details as per GSTR-2B

Step 7 : Download Report

You can download the report by clicking on the ‘Download Report’ at Summary or Supplier Detail level

You can also download the report by clicking on the ‘Download Report’ at Document Details level under ‘Detail View’ and then under ‘Document Wise Details’