Can my Chartered Accountant access these reports directly?

Yes, you can invite your CA as an Accountant user in Settings > Roles & Permissions so they can download reports directly.

Tax Compliance 5 min read• Updated October 2026

How to Generate GSTR-1, GSTR-3B & Tax Filing Summaries

Eliminate month-end filing stress. InvGear automatically groups all your invoices, credit notes, and tax collections into standardized tables matching the official GST Portal (B2B, B2CL, B2CS, CDNR, and HSN Summary).

Guide Overview & Quick Facts

Screen Guide

Estimated Time 5 min read

Steps to Complete 4 Action Steps

Target Workspace ScreenGST Reports & Filing

Path: /business/reports/gstOpen This Screen in InvGear

Prerequisites: What You Need Before You Start

Business GSTIN configured in Business Settings.
Sales invoices and credit notes recorded for the relevant tax period.

Step-by-Step Instructions Box

Standard Operating Procedure

Execute these 4 sequential steps to complete the workflow without compliance errors.

4 Steps Total

Navigate to GST Reports

Step 1 of 4

Click 'GST Reports' under Accounting in the sidebar (/business/reports/gst).

Select Return Type & Filing Period

Step 2 of 4

Toggle between 'GSTR-1' (Outward Supplies) and 'GSTR-3B' (Summary Return). Pick the Financial Year and Month/Quarter.

Inspect Official GST Tables

Step 3 of 4

Review auto-compiled sections matching government requirements:

Key Options & Fields:

Table 4: B2B InvoicesAll sales to registered GSTIN holders with verified tax splits.

Table 7: B2C SmallIntra-state sales to unregistered consumers and gym members.

Table 9B: Credit/Debit NotesRegistered and unregistered adjustments and returns.

Table 12: HSN SummaryItemized breakdown by HSN/SAC code with total quantity and tax values.

Export to Excel or JSON

Step 4 of 4

Click 'Export to Excel' to share with your Chartered Accountant (CA) or export JSON to upload directly to the GST offline tool.

Statutory & GST Compliance Notes

✓Monthly GSTR-1 is due on the 11th of each succeeding month. Quarterly GSTR-1 (QRMP scheme) is due on the 13th.

Frequently Asked Questions

Quick answers to common questions about using this screen.

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