When to use this: review outward sales for a chosen period and share the report with your accountant.
Before you start: clear the tax-review queue first (→ PROD-04) and check the products' GST rates and HSN codes.
Steps
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Open Reports → GSTR-1. Choose GSTR-1 from the Reports menu.
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Pick the period. Set From and To at the top right. The report reloads when you change the dates; use Refresh to reload it again.
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Review B2C Aggregate. This tab groups sales without a customer GSTIN by place of supply and GST rate. Check the taxable value, CGST, SGST, IGST, invoice count and TOTAL row.
1 sets the period and refreshes the report; 2 selects B2C; 3 shows the grouped figures; 4 exports this tab.
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Review B2B. This tab covers completed bills attributed to customers with a GSTIN. When it has data, it lists recipient GSTIN and name, invoice number, date and value, place and type of supply, GST rate, taxable value, CGST, SGST and IGST. One invoice can have a row for each GST rate used on it.
1 selects B2B; 2 shows the chosen period and invoice count; 3 explains why this example has no rows. With zero B2B invoices, its export buttons are disabled. If the app warns that the B2B table is incomplete, narrow the period before exporting.
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Review HSN Summary. This tab groups sales by HSN code, unit and GST rate. Check quantity, taxable value and total tax. It includes both B2B and B2C sales.
1 selects HSN Summary; 2 shows its rows and total; 3 exports this tab. For a long period, the HSN Summary can hit the report's row limit and show an incomplete warning. Its export buttons remain enabled, so check for that warning and split the date range into shorter periods before sharing or filing the figures.
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Export the tab you need. Each tab offers Export CSV, Export Excel and Export PDF. The file contains that tab's data for the selected period. Here is an HSN PDF example:
1 identifies the report; 2 confirms the period; 3 is the exported HSN table.
Good to know
- BitMed's HSN tab combines B2B and B2C sales. The GST portal GSTR-1 guide describes separate B2B and B2C HSN sections. Review the export with your accountant before filing.
- If an export button is disabled, check whether that tab has data for the selected period. For B2B, an incomplete report also disables export until you narrow the date range.
- An enabled HSN export does not guarantee a complete report. Check the HSN Summary's incomplete warning and narrow the date range if it appears.