Sales Template Prep & GSTR 1 Filing: Step by Step Guide

Navigate to the filing section and select GSTR1 from the available form options.

Click GSTR1 to proceed.

Click Business. You'll see options to select a single PAN, multiple PANs, or multiple GSTNs.

Choose the option that best suits your needs.

Select the return period.

Click Continue.

After clicking Continue, connect your GSTNs by selecting Connect. Enter your user ID, password, and captcha.

Input the OTP received. This OTP is valid for 20 days.

At this stage, you can upload your sales register. You can either do this now or proceed without uploading.

Start preparing your GSTR1. To reconcile e-invoices, select E-Invoices register reconciliation from this section or navigate to Reconciliation in the left-hand menu and choose Invoices.

To download your PAN-level summary for filing returns, select Actions.

From the actions menu, choose to download a summary source or delete your data.

Manage your GST information by selecting My GST. Apply filters based on status (filed or not filed) and exclude amendments.

Import your sales data by clicking Import in the Data Overview tab.

Go to the Data Overview tab and select Sales.

Click Import File to proceed with importing sales data.

Download the ClearTax Sales Template by clicking Download ClearTax Sales Template.

Open the downloaded sales template. It contains several columns, some mandatory and others optional.

For document type, select the appropriate option: invoice, credit note, debit note, or advance.

Enter the document date or invoice date, document number, and recipient billing name and GSTIN if applicable. The first three fields are mandatory.

Specify the place of supply based on the applicable location. This is a mandatory field.

Introduction to HSN Details:

This section will guide you on auto-creating HSN details using your sales register and filling out related fields.

Identify if the line item is a good or a service.

Enter the item description.

Fill in the HSN/SAC code.

Specify the quantity of the item.

Determine the unit of measurement.

Item Pricing Details:

Next, enter the pricing details for the items.

Enter the item price and item discount amount. These fields are optional.

Input the item taxable value. This field becomes mandatory once you enter the item taxable amount.

Setting Up GST Rates:

Select the GST rate from the dropdown menu. The tool will automatically compute the CGST and SGST or IGST rates, so you can leave the other columns blank.

Optionally, enter CGST to SGST rates.

Enter rates manually if needed, but skip the GST rate column and amounts.

For IGST, follow the same steps as CGST and SGST.

Addressing the reason for issuing a credit or debit note:

Providing a reason for issuing a CDN is optional unless it's a pre-GST invoice note.

If your sales are GST-exempt, filling in these columns is mandatory.

For exempt items or services, select Exempt.

Decide if this is a bill of supply by selecting Y. If left unspecified, it's treated as a tax invoice.

Handling reverse charge scenarios:

If a reverse charge applies, select 'Y' from the dropdown.

For exporting goods:

When exporting goods, all columns must be filled.

For exporting services, select the appropriate payment status: export with payment or export without payment. If exporting goods from Special Economic Zones (SEZ), choose with payment or without payment accordingly.

For interstate supplies, determine if IGST applies and select the appropriate option.

Input shipping bill details for exported goods, including the port code, shipping bill number, and shipping bill date. These details are mandatory if GST TDS (Tax Deducted at Source) has been deducted.

If filling details for a single GST Number (GSTN), omit the My GSTN column. For multiple GSTNs in a single template, filling the My GSTN column is essential. Enter the GST number for the respective invoice.

The recipient's address, including billing city and state, isn't mandatory unless specified.

If the document is canceled, select Y. Otherwise, leave the field blank. Apply the same for the composition dealer field.

Specify the Return Filing Month. If this is filled, skip the Return Filing Quarter. The selected month determines the period in your sales register, especially for amendments.

For amendments, provide the original document date, document number, and customer GST. Without these, the document is treated as a normal invoice (B2B, B2C, or export).

For e-commerce transactions, the GSTN of the e-commerce operator and the applicable date linked to an advanced receipt are optional.

Entering the total document value is optional.

This part will cover managing various fields in your ERP system, including voucher number, date, and creation date. These fields are optional unless you're maintaining specific records. For e-commerce, however, filling out these fields is mandatory.

Review the voucher number, voucher date, and voucher created date in your ERP system. Input these dates if you're maintaining records.

This guide will help you manage invoices and submissions effectively on the Clear portal. Follow these steps to ensure smooth processing.

To delete an invoice marked in white in your Excel file, confirm that the invoice already exists in your sales register on the Clear portal. Once the Excel file is uploaded, the invoice will be deleted.

If your business has multiple branches under a single GSTN, enter the branch name. Before submitting the data, ensure the branch is configured for the corresponding GSTN.

Choose the data type for your submission. The default option is GSTR1, but you can select GSTR101A if applicable.