GST Filing Approval

Zoho ERP lets you set up an approval workflow for filing GST returns to help ensure accuracy before submission.

In organisations with multiple users, this workflow allows approvers (Admins or Accountants) to review GST returns before they are filed. A user can file a return only after an approver reviews and approves it.

How GST Filing Approval Works

In Zoho ERP, once you enable GST Filing Approval, approvers must review and approve GSTR-1 and GSTR-3B before the returns are submitted to the GSTN. This ensures that all returns are verified and accurate before filing.

When you push your data to the GSTN portal, the returns are submitted for approval. Approvers can then review the returns and either approve or reject them. If required, you can recall the submitted returns, make corrections, and resubmit them for approval. After an approver approves a return, you can submit and file it with the GSTN.

Enable GST Filing Approval

To enable GST Filing Approval:

Go to Settings.
Navigate to Organisation Settings.
Select Taxes under Taxes & Compliance.
From the Taxes pane, select the GSTIN for which you want to enable GST filing approval under GST settings.
Navigate to the Online Filing Settings tab.
Enter the GSTIN Username, select the Reporting Period and provide the other necessary details.
Check the Enable approval process for filing GST Returns option.
Select Approvers, and click Save.

Note: Only Admins and Accountants appear as approvers. You can select up to 5 approvers.

GST Filing Approval is now enabled for your organisation.

Submit a GST Return for Approval

Before requesting approval, you must push your data to the GST portal. Once the data is pushed, you can submit the return for approval.

To submit a return for approval:

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.
If the transactions have not been pushed yet, click Push to GSTN next to the return that you want to submit for approval.
Click Submit for Approval.

(or)

Go to Accounting on the left sidebar.
Click the Filing & Compliances dropdown in the module bar and select Taxes & Filing.
Select View Summary next to the return that you want to submit for approval.
Click File Your Return at the top , and select Submit for Approval.

The approvers of the organisation will now be notified when a user has submitted a return for approval.

Recall a Submitted Return

Once you’ve submitted your returns, if you need to make any changes before they are approved, you can recall the return. To recall a return:

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 Recall Return next to the return that you want to submit for approval.
Enter the Reason and click Confirm.

Note: Only the user who submitted the return can recall it. Approvers are notified when a return is recalled.

Approve or Reject a Return

Once a user submits returns for approval, approvers can review and either approve or reject them. After approval, the return can be filed with the GSTN.

Approve a Return

To approve a return:

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 Approve Return next to the return that you want to approve.

The selected GST Return will now be approved.

Reject a Return

To reject a return:

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 the dropdown next to Approve Return and select Reject Return.

The selected GST Return will now be rejected.