When to use this: Filing the monthly summary return — the same routine as GSTR-1, just a different form.
Steps
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Open Reports → GSTR-3B. Click Reports in the left menu, then click GSTR-3B from the list of reports (on a wide screen it opens under Reports; on a smaller window it's a column on the left of the page).
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Pick the period. Click the From and To date buttons at the top right and choose a month. Click Refresh to reload after changing the dates.
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Read the Outward Supplies tab. This is the first tab. It shows six summary cards: Taxable Value, CGST, SGST, IGST, Total Tax, and Total Invoices, for the period you picked.
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Switch to the Rate Slabs tab. Click Rate Slabs next to Outward Supplies. This breaks the same numbers down by GST rate (5%, 12%, 18%…), with a TOTAL row at the bottom.
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Export and file. Each tab has its own Export CSV and Export PDF buttons above its content — click the one for the tab you're on.
Good to know
- This report only gives you your outward supplies (sales) side. Purchase-side input credit is not included — your accountant adds that from your purchase records.
- Fix data problems at the source (tax review, voids/returns done properly) — never by editing the exported file.