RETURN FILING GUIDE
Start with one business and one filing period.
Clear records help the team understand your transactions and identify missing information. Begin by noting the business, the period you want reviewed and the service you need.
1. Bring sales records together
Gather invoices issued to customers with a GSTIN and those issued to customers without one. Keep relevant interstate sales information alongside the records. If you maintain a summary of goods sold by HSN, include it for review.
2. Organise purchase information
Keep purchase invoices and the input tax credit details relevant to your period together. Flag any records that are incomplete or need clarification so the team can discuss them with you.
3. Include the adjustments
Separate credit notes, debit notes and advance receipts from the main invoice set while keeping them linked to the relevant transaction. This makes it easier to explain a change when the records are reviewed.
4. Make the files easy to follow
- Group files by period and transaction category.
- Use readable scans or original digital files.
- Give files clear names that help identify the record.
- Mark corrected versions and avoid duplicate copies.
- Prepare a short list of anything missing or uncertain.
5. Review the prepared summary
The filing process includes a summary for your review. Compare it with your records and raise questions about missing or corrected details before filing proceeds.
6. Keep the acknowledgment
After submission, save the filing acknowledgment with the related period’s records so it is easy to find later.
This guide is a starting point for preparation. The detailed records required and service scope will be confirmed for your business.