diff --git a/content/applications/finance/fiscal_localizations/india.rst b/content/applications/finance/fiscal_localizations/india.rst index 1d1005701..1a27a1c45 100644 --- a/content/applications/finance/fiscal_localizations/india.rst +++ b/content/applications/finance/fiscal_localizations/india.rst @@ -396,11 +396,31 @@ to :menuselection:`Accounting --> Reporting --> India --> GST Return periods` an Send GSTR-1 ~~~~~~~~~~~ -#. The user can verify the :ref:`GSTR-1 ` report before uploading it to the - **GST portal** by clicking :guilabel:`GSTR-1 Report`; +#. Click :guilabel:`GSTR-1 Report` to verify the :ref:`GSTR-1 ` report before + uploading it to the **GST portal**. -#. The user can also get details to be submitted in **GSTR-1** in **Spreadsheet view** by clicking - on :guilabel:`Generate`; + .. image:: india/gst-gstr-1-verify.png + :alt: GSTR-1 verify + + .. note:: + The system performs basic validations to ensure compliance with the GST portal's requirements. + Possible issues include: + + - **Incorrect Tax Application:** The tax type does not match the :guilabel:`Fiscal Position` + (:guilabel:`CGST/SGST` applied instead of :guilabel:`IGST` for interstate transactions, or + :guilabel:`IGST` applied instead of :guilabel:`CGST/SGST` for intrastate transactions). + - **Missing HSN Code:** No HSN Code is defined for the product. + - **Invalid HSN Code for Services:** The HSN Code for a service does not start with "99" or is + incorrect. + - **Non-compliant UQC:** The Unit Quantity Code (UQC) does not meet Indian GST standards. + + If any validation fails, the system alerts users with a warning, highlighting the + discrepancies and providing a direct link to the affected lines. + + .. image:: india/gst-gstr-1-validation.png + :alt: GSTR-1 validation warning + +#. Click :guilabel:`Generate` to view the report in **Spreadsheet view**. .. image:: india/gst-gstr-1-generate.png :alt: GSTR-1 generate @@ -409,7 +429,7 @@ Send GSTR-1 :alt: GSTR-1 Spreadsheet View #. If the **GSTR-1** report is correct, then click :guilabel:`Push to GSTN` to send it to the **GST - portal**. The status of the :guilabel:`GSTR-1` report changes to :guilabel:`Sending`; + portal**. The status of the :guilabel:`GSTR-1` report changes to :guilabel:`Sending`. .. image:: india/gst-gstr-1-sending.png :alt: GSTR-1 in the Sending Status @@ -432,15 +452,12 @@ Send GSTR-1 :alt: GSTR-1 Sent - If the state of the **GSTR-1** is :guilabel:`Error in Invoice`, invoices can be checked for - errors in the :guilabel:`Log Note`. Once issues have been resolved, the user can click + errors in the chatter. Once issues have been resolved, the user can click :guilabel:`Push to GSTN` to submit the file again on the **GST portal**. .. image:: india/gst-gstr-1-error.png :alt: GSTR-1 Error in Invoice - .. image:: india/gst-gstr-1-error-log.png - :alt: GSTR-1 Error in Invoice Log - #. Click :guilabel:`Mark as Filed` after filing the **GSTR-1** report on the **GST portal**. The status of the report changes to :guilabel:`Filed` in **Odoo**. @@ -476,15 +493,15 @@ the **GSTR-2B** report with your Odoo bills; .. image:: india/gst-gstr-2b-matched.png :alt: GSTR-2B Matched - - If the status is :guilabel:`Partially Matched`, you can make changes in bills by clicking - :guilabel:`View Reconciled Bills`. Once it is done, click :guilabel:`re-match`. + - If the status is :guilabel:`Partially Matched`, you can review and modify the bills by + clicking :guilabel:`View Reconciled Bills`. This will display categorized discrepancies, such + as bills missing in Odoo or GSTR-2. After making the necessary corrections, click + :guilabel:`re-match` to update the reconciliation and ensure accuracy before finalizing the + report. .. image:: india/gst-gstr-2b-partially.png :alt: GSTR-2B Partially Matched - .. image:: india/gst-gstr-2b-reconcile.png - :alt: GSTR-2B Reconciled Bills - .. _india/gstr-3: GSTR-3 report @@ -499,7 +516,7 @@ This return is auto-generated by extracting information from **GSTR-1** and **GS #. Once the **GSTR-3** report has been verified by the user and the tax amount on the **GST portal** has been paid. Once paid, the report can be **closed** by clicking :guilabel:`Closing Entry`; - .. image:: india/gst-gstr-3.png + .. image:: india/gst-gstr-3-not_filed.png :alt: GSTR-3 #. 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