Sale Account Selection
YouTube: How to Filter Sales Accounts for GST Returns?
How to Filter Sales Accounts for GST Returns?
In this tutorial, we will learn how the Sales Account Selection feature works during GST Return generation in Logic ERP. This feature allows users to select specific Sales Accounts for GST reporting, ensuring that only relevant sales transactions are included in the generated GST Return.
Objective of This Feature
Filter GST Return data based on selected Sales Accounts.
Include only relevant sales transactions in GST reports.
Improve GST reporting accuracy.
Simplify GST reconciliation and verification.
Provide better control over return generation.
Access to GST Returns Configuration
Navigate to Reports/Queries and then Sale Registers
Select GST Reports/Returns
Open GST Returns Module
Click on Configuration
Locate the option labeled as:
"Sales Account Selection"
This option allows you to specify which Sales Accounts should be considered during GST Return generation.
Observe the Default Behavior
Currently, no Sales Account has been selected in the configuration.
Action
Select the required GST Return Type.
Enter the required Date Range.
Click Generate.
Result
Since no Sales Account is selected:
The system includes transactions from all Sales Accounts.
GST Return data is generated using all eligible sales transactions available within the selected period.
Select Specific Sales Accounts
Action
Return to the GST Returns Configuration window.
Open the Sales Account Selection option.
Select the required Sales Accounts that should be included in GST Return generation.
Save the configuration.
Generate GST Return Again
Action
Select the required GST Return Type.
Enter the required Date Range.
Click Generate.
Result
The system now filters the GST Return data and includes only those transactions that are linked to the selected Sales Accounts.
Transactions belonging to non-selected Sales Accounts are excluded from the GST Return.
Export and Filing Options
After generating the GST Return, you can proceed with filing using the available export options.
Available Options
Generate JSON File
Create a GST-compliant JSON file.
Upload the generated file directly to the GST Portal.
Export to Excel
Click on the Upload button.
Export the GST Return data to Excel.
Review, validate, and use the data for GST filing purposes.
Key Benefits
Filters GST data account-wise.
Improves reporting accuracy.
Reduces unwanted transactions in GST Returns.
Simplifies GST verification and reconciliation.
Provides better control over GST filing data.
Best Practice Tips
Select only the Sales Accounts relevant to GST reporting.
Review account mappings periodically before generating returns.
Verify GST Return data before creating JSON files.
Use Excel exports for reconciliation and internal review before filing.
Final Outcome
The Sales Account Selection feature enables Logic ERP to generate GST Returns using only the transactions associated with selected Sales Accounts. This provides greater control over GST reporting, improves data accuracy, and ensures that only relevant transactions are included in the final GST Return submitted to the GST Portal.
Last updated