GSTR 1 Filing: A step by step guide

Access the GST software by clicking on it from the Clear Compliance Cloud. This is your starting point for managing GST filings.

Navigate to the GSTR1 form option under the filing segment. This is where you'll initiate the process of filing your GSTR1 return.

From the dropdown menu, select your GSTN. This ensures the filing is associated with the correct GST number.

Choose the return period relevant to your filing. For example, select December 24th if you're filing for that period.

Click Continue. At this stage, you'll need to enter the OTP after updating your credentials. For this guide, we'll skip the OTP step.

Decide how to prepare your summary-level data. You can choose from three available data sources for document and HSN summaries. This step is crucial for organizing your data effectively.

If you're uploading a government template and want to use the Advanced Selection to import specific types of data (e.g., only document series or only HSN summary), select the first option. This option is ideal for users with specific data requirements.

To import an Excel sheet containing all types of documents (B2B, B2C amendment, HSN, documentary summary, etc.) and prepare your document or HSN summary based on these, choose the second option. This is suitable for users with comprehensive data in Excel format.

If you prefer to manually edit your document or HSN summary, select the third option, Use Manually Edited Summary. This option is best for users who want full control over their data.

Choose from the three different data sources available. Select the one that best meets your specific requirements. This step ensures your data preparation aligns with your filing needs.

After selecting your data sources, finalize them. The system will prepare your summary-level data based on these sources.

Click Prepare Data to begin processing the data you've selected. This step initiates the data preparation process.

Click View Sections to see the sections of your data. Based on the Excel template or documents you've uploaded, the system will automatically prepare your entire GST form. Imported documents will be categorized accordingly. For instance, if all imported documents are B2B, they'll be categorized under the B2B section.

To review a specific type of data in more detail, click View. This allows you to examine the data thoroughly.

Observe the section type where the documents are listed. For example, under B2B, you can view the total number of documents, total amount, taxable amount, total tax, IGST, and CGST. This provides a clear breakdown of your data.

If you want to view a detailed categorical bifurcation, click the + button next to the section you're interested in. This expands the section for a more detailed view.

By following these steps, you've successfully prepared and filed your GSTR1 using Clear Compliance Cloud. This ensures your GST returns are accurate, organized, and compliant with regulations.

Review B2C large export invoices, credit notes for registered parties, and credit/debit notes for supplies to registered and unregistered recipients under section 9.5. This step ensures all relevant transactions are accounted for.

Expand all rows to clearly bifurcate and view the details of the transactions. This makes it easier to analyze the data.

Collapse the rows once you've reviewed the expanded data. This keeps your workspace organized.

Examine the summary-level data for B2C small transactions, starting with the nil-related summary. This provides an overview of smaller transactions.

View details on tax liabilities and advances received under sections 11 A1 and 11 A2 by clicking the plus button. This step highlights your tax obligations.

Look into adjustments of advances by clicking on the plus button to see the detailed bifurcation. This ensures all adjustments are accurately recorded.

Check the HSN summary of outward supplies and details of supplies made through E-commerce operators by clicking the plus button. This provides a detailed view of your HSN data.

Access details on liabilities such as tax collection under section 52 (TCS data) and tax payment under section 95 by clicking the plus button. This step ensures all liabilities are reviewed and accounted for.

Locate the bifurcation overview by clicking the plus option. This section provides a clear view of whether suppliers are transitioning from registered to unregistered parties. It's essential to review this to ensure accurate categorization of your suppliers.

View the summary information, which includes all data reported in the summary section while filing GSTR1. This summary gives a consolidated view of your reported transactions, helping you verify the accuracy of your filings.

Expand the details by clicking the relevant sections. This allows you to delve deeper into specific information, such as invoice details, tax amounts, and other critical data. Use this step to cross-check and validate the finer details of your filings.

Access amendment sections if you've previously filed GSTR1 and need to correct discrepancies. You'll find options for various amendments, including B2B amendment, B2C large amendment, export invoice amendment, and amendments related to credit and debit notes. These options ensure you can address any errors or updates required in your earlier submissions.

Declare amendments for each type of document previously declared in your filings. This step is crucial for making corrections to any part of your earlier submitted data, ensuring compliance and accuracy.

Select and view specific types of amendment data if necessary. This helps you ensure all corrections are accurate and complete before proceeding further.

Start by verifying your entire GSTR form for accuracy and completeness. This is a critical step to avoid errors during submission.

By following these steps, you're ensuring your GSTR filings are accurate, compliant, and ready for submission, giving you peace of mind and a streamlined tax process.

Examine specific data by clicking on View to access the entire database. This feature allows you to review all uploaded data in detail.

Confirm that all your data is correct. Double-check each section to ensure there are no discrepancies or missing information.

If you've already reconciled and marked your documents as uploaded on the government portal, verify your GSTRN form. Once verified, proceed to upload your data on the portal.

If reconciliation hasn't been performed yet, use the provided reconciliation option. This feature identifies documents uploaded via E-invoice, preparing you for GSTR1 filing and sales reconciliation.

Once everything is verified, proceed to the next steps of the filing process. Ensure all data is accurate and complete before moving forward.

Before proceeding, explore additional options available in the system. These options might include advanced settings or tools to enhance your filing process.

Review these additional features and settings. They can provide valuable insights or functionalities to streamline your filing.

Address any other considerations before filing your GSTR1. This step ensures you've covered all aspects of your filing process.

Once you've completed all checks and used the available tools, click on Validate and Upload to finalize your form submission. This step confirms that your data is ready for submission and ensures compliance with filing requirements.

Begin by navigating to the initial step where you need to upload your data. Click on Upload to GSTN when uploading documents to the government portal. Ensure that any documents marked as uploaded after reconciliation are excluded from this upload.

Once uploaded successfully and accurately, the status will update to summary generated. This status confirms that your GSTR data is correctly uploaded and ready for the next steps.

Proceed to the final step by clicking on Select Filing Method. This step prepares you for the final submission of your GSTR1 form.

Click on Select Filing Method option. You'll be redirected to the final step, where you select the authorized signatory, including their name and PAN number. Choose the filing method, either EVC or DSC, to complete the filing process.