Before importing data
Confirm company GSTIN, return period, financial year, books closure status and whether the period has any prior imports that must be replaced or reviewed.
Purchase and ITC review
Import purchase register, GSTR-2B, credit/debit notes, import of goods and ITC claim register. Review missing, duplicate and blocked-credit items.
Sales and outward supply review
Import sales register, GSTR-1/e-invoice data, exports, SEZ, B2C summary, HSN and document summary where applicable.
Final filing review
Prepare GSTR-1 and GSTR-3B working papers, compare with portal draft/filed data, document adjustments and export final working papers.
