GSTR 3B Data Preparation: A streamlined approach

Start by clicking on the GST software on the Clear Compliance Cloud launchpad.

On the dashboard, click on the GSTR-3B option to begin the GSTR3B filing process.

Select your business from the drop-down menu.

Choose the period for which you're filing. For example, if you're filing for December 24th, select that date.

It's necessary to activate the GST by updating your GSTN credentials.

To finalize the data sources for each table or subsection, click on Edit Data Sources.

For each table and subsection, decide on the correct data source. For example, for 3.1 A, B, C, and E, GSTR1 is the recommended source as it contains the outward supply data. If you want to change the data source, you're free to do so.

For 3.1D, the purchase register is the recommended source. Again, you're allowed to change this if you wish.

For 3.2, GSTR1 is the recommended source. However, you can also select the Sales Register 3B Summary or fill it manually.

For 3.1.1 Outward supplies under section 95, your books of accounts data is recommended. If you want to change this, you're free to do so.

Be aware that for Table 4, if 2B vs. PR recon is showing as the Recommended option, it's not advisable to select this option. Instead, you should manually avail your ITC as per the result of the reconciliation. The most advisable option as per government's rule is to select GSTR2B for 4A section 1. If you want to select a different data source, you're free to do so.

For each table, the recommended sources are already selected by default. If you want to change this, you're free to do so.

If you select Purchase Register, your ITC can be auto-filled based on your imported Purchase register. If you select 2B, your ITC can be auto-filled if the supplier has already filed 2B.

Once you've finalized the data sources for each table, click on Prepare 3B. If you want to reset everything to the recommended sources by default, you're free to do so.

After finalizing the data sources for each table, click on Prepare 3B.

Then, click on View Prepare 3B. Your entire 3B form will be automatically prepared based on the data sources selected in your previous step.