Tax, currencies, and electronic invoicing

Prepare quarterly GST or composition-scheme workpapers Choose the workspace that matches the business’s reviewed scheme and filing frequency.

Review tax deducted by customers and tax collected on sales Use the report that matches whether tax was deducted by a customer or collected on a sale.

Review reverse-charge documents and GST advances Review reverse-charge purchases and advances in their own GST workpapers.

Prepare e-invoice or e-way bill files and check their status Invoice Crowd can prepare the offered India files for you to upload to the appropriate portal.

Check Peppol transmission history and resolve a rejected invoice Use the recorded transmission status to decide the next step.

Set up Peppol and prepare an invoice for electronic delivery Choose file exchange or the offered connected-delivery option for the business.

Import a supplier's electronic invoice as a bill Import a supplier’s UBL file as a draft bill, then review it before posting or paying.

Create a tax rate and apply it to a line item Use a saved tax rate for the lines that need it.

Check tax-inclusive prices, discounts, and rounding Check whether the entered price already includes tax before adjusting the total.

Invoice in another currency and review the exchange rate Select the document currency before saving and review its accounting conversion.

Review GST registration, place of supply, and line item codes Structured tax details describe the transaction; printed headings only control how it looks.

Use the tax summary to review a reporting period Tax Summary compares tax recorded on documents with the relevant ledger movement.

Prepare and review a GST filing period before exporting it Review the current period’s books and warnings before approving a GST filing export.

Match GSTR-2B entries to purchases and review input tax credit Match the GST portal’s GSTR-2B file with the purchases recorded for the same period.

Add Indian GST details to an invoice or estimate Add Indian GST information to a document when your business profile is set up for India.