GSTR-1 Filing

GSTR-1 is a monthly return that contains details of outward supplies of goods or services made by a regular taxpayer registered under GST.

The due date for filing GSTR-1 depends on your filing frequency and aggregate turnover.

Monthly filers must file GSTR-1 by the 11th of the following month.
Quarterly filers (under the QRMP scheme) must file GSTR-1 by the 13th of the month following the quarter.

You can file your GSTR-1 return either from Zoho ERP or through the GST portal.

File GSTR-1 From Zoho ERP

Filing GSTR-1 through Zoho ERP allows you to submit your outward supply details directly to the GST portal.

Prerequisite: To file your GSTR-1, you must enable API access for Zoho ERP in the GST portal.

Push Transactions to the GST Portal

To file your GSTR-1 return, you should first push your transactions from Zoho ERP to the GST portal. Here’s how:

Go to Accounting on the left sidebar.
Click the Filing & Compliances dropdown in the module bar and select Taxes & Filing.
Select the return period for which you want to generate the return under GST Summary for.
Click Unpushed Transactions under the GSTR-1 section to view the Transaction Summary, HSN, Nil, B2CS, Documents Issued, and Failed Transactions.

Tabs	Description
Transaction summary	All transactions in the current filing period that are ready to be pushed to the GST portal.
HSN	Summary of the HSN details for transactions in the specified month.
Nil	Summary of nil-rated outward supplies.
B2CS	Transactions corresponding to Table 7 of GSTR-1.
Documents Issued	Details of the documents you are about to upload to the GST portal.
Failed Transactions	If any errors occur during the push, they will appear in the Failed Transactions tab. You can click the Edit icon, make the necessary changes to the transactions, and push them again.

Enter the details of the Documents Issued before pushing them to the GST portal. To do this:
- Navigate to the Document Issued tab and click the Edit icon.
- In the Update Document Issue Details pop-up, enter the details of the documents to be uploaded and click Save. You can also click the Clone icon to copy the transaction details to another sequence.
Click Push to GSTN.
In the Push to GSTN pop-up, click Generate OTP. An OTP will be sent to your GST-registered mobile number or email address if your session has expired.
Enter the OTP and click Verify OTP to push your return.
Click Check Status to check the status of your push.

Once the transactions are successfully pushed and uploaded to the GST portal, you will receive a confirmation email and a notification in Zoho ERP.

File GSTR-1 Through Zoho ERP

After pushing transactions, you can file your return directly from Zoho ERP. Here’s how:

Go to Accounting on the left sidebar.
Click the Filing & Compliances dropdown in the module bar and select Taxes & Filing.
Select the return period for which you want to generate the return under GST Summary for.
Click All Transactions under the GSTR-1 section.
In the GSTR-1 page, navigate to the File Your Return tab.
Click the File Now dropdown and select File Online.
In the File GST Return pop-up, enter your PAN Number and click Generate OTP.
Enter the OTP received on your registered mobile number and click File Now.

Your GSTR-1 return will now be filed through Zoho ERP.

Note: Unfiling a GSTR-1 return that was filed directly through Zoho ERP will not unfile it in the GST portal. Any changes you make to transactions after unfiling your GSTR-1 return must be manually amended when you file future returns.

Note: Zoho ERP does not save your PAN details. It only transfers them securely to the GST portal for filing purposes.

File GSTR-1 Through the GST Portal

If you prefer to file your GSTR-1 return directly on the GST portal, you can do so using your digital signature (DSC) or Aadhaar-linked OTP (EVC). Here’s how:

Log in to the GST Portal.
Navigate to Return Dashboard under your dashboard.
Select the Financial Year and Return Filing Period, then click Search.
Click Prepare Online corresponding to Details of Outward supplies of Goods or services (GSTR1). You can then choose to File GSTR-1 with DSC to use your digital signature, or File GSTR-1 with EVC to file using an OTP sent to your Aadhaar-linked mobile number.

Mark Return as Filed in Zoho ERP

After filing your return on the GST portal, you should mark your return as filed in Zoho ERP. Here’s how:

Go to Accounting on the left sidebar.
Click the Filing & Compliances dropdown in the module bar and select Taxes & Filing.
Select the return period for which you want to generate the return under GST Summary for.
Click All Transactions under the GSTR-1 section.
Navigate to the File your Return tab and click Mark as Filed.
In the Mark the return as filed in Zoho ERP pop-up:
- Enter the Date of Filing.
- Confirm that you’ve filed your return by checking the option I confirm that the transaction amount in Zoho ERP and the GSTN are the same and I’ve filed the return in GSTN.
- Click Yes to mark your return as filed in Zoho ERP.

Your return will now be marked as filed in Zoho ERP.

Unfile GSTR-1

To mark a return as unfiled:

Go to Accounting on the left sidebar.
Click the Filing & Compliances dropdown in the module bar and select Taxes & Filing.
Select the return period for which you want to generate the return under GST Summary for.
Click All Transactions under the GSTR-1 section.
Navigate to the File your Return tab and click Mark as Unfiled.

You can mark a return as unfiled in the following cases

Case 1: Return already filed in the GST portal

If certain transactions were not included in your GSTR-1 but the return was filed, you can mark the return as Unfiled in Zoho ERP. In this case:

Include the missing transactions manually in the next GSTR-1 filing.
Any updates to transactions must be amended manually in the GST portal under section 9A/9C in the next return.

Case 2: Return not filed in the GST portal

If you accidentally marked your return as filed without actually filing it in the GST portal, you have the option to unfile it. Once you mark it as unfiled, you can update your transactions and push them again. The changes will reflect in the GST portal, and you can file your return.

Case 3: Return filed directly through Zoho ERP

If you need to edit a transaction included in a GSTR-1 filing that was filed directly through Zoho ERP, you can unfile your GSTR-1 return.

If you need to unfile a return that is not the most recent GSTR-1 filing, you must unfile all GSTR-1 returns sequentially from the most recent one in reverse order until you reach the return you want to unfile.