[IMP] india: refactor gstr 1

documentation for gstr

content/applications/finance/fiscal_localizations/india.rst

@@ -427,7 +427,7 @@ File-in GST Return
 
 When the :guilabel:`GST E-Filing & Matching Feature` is enabled, you can file your GST return. Go
 to :menuselection:`Accounting --> Reporting --> India --> GST Return periods` and create a new
-**GST Return Period** if it does not exist. GST Return file-in is done in **three steps** in Odoo:
+**GST Return Period** if it does not exist. GST Return file-in is done in **two steps** in Odoo:
 
 .. note::
    **Tax Return Periodicity** can be
@@ -545,6 +545,148 @@ the **GSTR-2B** report with your Odoo bills;
       .. image:: india/gst-gstr-2b-partially.png
          :alt: GSTR-2B Partially Matched
 
+File-in GST Return
+------------------
+
+When the :guilabel:`GST E-Filing & Matching Feature` is enabled, you can file your GST return.
+Go to :menuselection:`Accounting --> Reporting --> Statement Reports --> Tax Report`.
+Select the report you want to file (e.g., :guilabel:`GSTR-1`, :guilabel:`GSTR-2`), and click
+:guilabel:`Returns` to proceed with the filing.
+
+.. image:: india1/gst-gstr-Report.png
+   :alt: GSTR-1 Report
+   :scale: 75%
+
+This opens a wizard titled :guilabel:`Accounting Periods`, where you must define key parameters:
+
+- :guilabel:`Opening Date`: The date from which accounting is managed in Odoo. This is typically
+  the date of the opening entry.
+- :guilabel:`Fiscal Year End`: Set the end date of your fiscal year, e.g., :guilabel:`31 March`.
+- :guilabel:`GSTIN Periodicity`: Choose how frequently returns are filed, such as
+  :guilabel:`Monthly`.
+
+GST return filing is done in **following steps** in Odoo:
+
+.. note::
+   **Tax return periodicity** can be
+   :doc:`configured <../accounting/reporting/tax_returns>` according to the user's needs.
+
+.. _india/gstr-1:
+
+Send GSTR-1
+~~~~~~~~~~~
+
+#. Click :guilabel:`Review Issues` to perform validation checks before submitting to the
+   :guilabel:`GST portal`.
+
+   .. image:: india1/gst-gstr-1-review-issues.png
+      :alt: GSTR-1 Review
+
+   .. note::
+      The system performs basic validations to ensure compliance with GST portal requirements.
+      Possible issues include:
+
+      - **Incorrect Tax Application**: The tax type does not match the :guilabel:`Fiscal Position`
+        (:guilabel:`CGST/SGST` used instead of :guilabel:`IGST` for interstate transactions, or
+        vice versa).
+      - **Missing HSN Code**: No HSN code defined for the product.
+      - **Invalid HSN Code for Services**: HSN code for a service must start with "99".
+      - **Non-compliant UQC**: The Unit Quantity Code (UQC) does not meet Indian GST standards.
+
+      If any validation fails, the system displays a notification and highlights the failed checks
+      you can either ingore it or click on the validation to view Reconciled invoice.
+
+      .. image:: india1/gst-gstr-1-validation.png
+         :alt: GSTR-1 Review Issues
+
+#. Click :guilabel:`GSTR-1 (IN)` to view the GSTR-1 report. To download it, click the
+   :icon:`fa-ellipsis-v` :guilabel:`(ellipsis)` icon and select :guilabel:`Download xlsx`.
+
+   .. image:: india1/gst-gstr-1-GSTR-1(IN).png
+      :alt: GSTR-1 view report
+
+#. If the :guilabel:`GSTR-1` report is correct, click :guilabel:`Submit` to push it to the
+   :guilabel:`GST portal`. The report status changes to :guilabel:`Sending`.
+
+   .. image:: india1/gst-gstr-1-sending.png
+      :alt: GSTR-1 report sending
+
+   .. note::
+      After clicking :guilabel:`Submit`, It will ask you to verify your gst credentials with otp.
+
+#. After a few seconds, the status of the GSTR-1 report changes to :guilabel:`Waiting for Status`.
+   The :guilabel:`Push` step in the progress bar turns green, indicating that the report has been
+   sent to the :guilabel:`GST portal` and is under verification.
+
+   .. image:: india/gst-gstr-1-waiting.png
+      :alt: GSTR-1 in the Waiting for Status
+
+#. Next, the status either changes to :guilabel:`Sent` or :guilabel:`Error in Invoice`.
+
+   - If the status is :guilabel:`Sent`, your GSTR-1 report has been successfully submitted to the
+     GST portal.
+
+     .. image:: india/gst-gstr-1-sent.png
+        :alt: GSTR-1 Sent
+
+   - If the status is :guilabel:`Error in Invoice`, review the invoice errors listed in the chatter.
+     Once corrected, click :guilabel:`Push to GSTN` to resubmit the report.
+
+     .. image:: india/gst-gstr-1-error.png
+        :alt: GSTR-1 Error in Invoice
+
+#. After successfully filing the report on the GST portal, click the :icon:`fa-ellipsis-v`
+  :guilabel:`(ellipsis)` icon and select :guilabel:`Mark as filed`.
+   The report status updates to :guilabel:`filed` in Odoo.
+
+   .. image:: india/gst-gstr-1-filed.png
+      :alt: GSTR-1 in the Filed Status
+
+Receive GSTR-2B
+~~~~~~~~~~~~~~~
+
+Users can retrieve the **GSTR-2B Report** from the **GST portal**.
+
+#. Click :guilabel:`Fetch GSTR-2B` to retrieve the GSTR-2B summary. After a few seconds, the status
+   of the report changes to :guilabel:`Waiting for Reception`. This means Odoo is attempting to
+   receive the GSTR-2B report from the GST portal.
+
+   .. image:: india/gst-gstr-2b-waiting.png
+      :alt: GSTR-2B in Waiting for Reception
+
+#. After a few more seconds, the status changes to :guilabel:`Being Processed`, and the progress
+   bar turns green for the :guilabel:`Fetched` step. This indicates that Odoo is reconciling the
+   GSTR-2B report with your Odoo bills.
+
+   .. image:: india/gst-gstr-2b-processed.png
+      :alt: GSTR-2B being processed
+
+#. Once reconciliation is complete, the status changes to either :guilabel:`Matched` or
+   :guilabel:`Partially Matched`. The progress bar turns green for the :guilabel:`Matched` step.
+
+   - If the status is :guilabel:`Matched`, the reconciliation was successful.
+
+     .. image:: india/gst-gstr-2b-matched.png
+        :alt: GSTR-2B Matched
+
+   - If the status is :guilabel:`Partially Matched`, click the :icon:`fa-ellipsis-v`
+     :guilabel:`(ellipsis)` icon and select :guilabel:`View Reconciled Bills` to review the
+     discrepancies. These may include bills missing in Odoo or in the GSTR-2B data.
+
+     After making the necessary corrections, click the :icon:`fa-ellipsis-v`
+     :guilabel:`(ellipsis)` icon again and select :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
+
+#. If the report is accurate and all discrepancies are resolved, click :guilabel:`Mark Complete` to
+   finalize the process.
+
+   .. image:: india/gst-gstr-2b-markcomplete.png
+      :alt: GSTR-2B Mark Complete
+
+
 .. _india/gstr-3:
 
 GSTR-3 report

content/applications/finance/fiscal_localizations/india1.rst

@@ -0,0 +1,711 @@
+=====
+India
+=====
+
+.. _india/installation:
+
+Installation
+============
+
+:ref:`Install <general/install>` the following modules to get all the features of the Indian
+localization:
+
+.. list-table::
+   :header-rows: 1
+
+   * - Name
+     - Technical name
+     - Description
+   * - :guilabel:`Indian - Accounting`
+     - `l10n_in`
+     - Default :ref:`fiscal localization package <fiscal_localizations/packages>`
+   * - :guilabel:`Indian E-invoicing`
+     - `l10n_in_edi`
+     - :ref:`Indian e-invoicing integration <india/e-invoicing>`
+   * - :guilabel:`Indian E-waybill`
+     - `l10n_in_ewaybill`
+     - :ref:`Indian E-way bill integration <india/e-waybill>`
+   * - :guilabel:`Indian E-waybill Stock`
+     - `l10n_in_ewaybill_stock`
+     - :ref:`E-waybill creation from the Inventory app <india/e-waybill-stock>`
+   * - :guilabel:`Indian - Accounting Reports`
+     - `l10n_in_reports`
+     - Adds the :ref:`Indian GST Return filing <india/gstr>` and the :ref:`Indian
+       Tax reports <india/gstr_reports>`.
+
+.. _india/company:
+
+Company
+-------
+
+To configure your company information, open the **Settings** app, scroll down to the
+:guilabel:`Companies` section, click :guilabel:`Update Info`, and configure the following:
+
+- :guilabel:`Company Name`
+- :guilabel:`Address`, including the :guilabel:`Street`, :guilabel:`City`, :guilabel:`State`,
+  :guilabel:`ZIP`, and :guilabel:`Country`
+- :guilabel:`PAN`: essential for determining the type of taxpayer.
+- :guilabel:`GSTIN`: necessary for generating e-Invoices, E-waybills and filing GST returns.
+
+.. _india/indian-configuration:
+
+Indian Configuration
+====================
+
+The **Indian Integration** section provides essential taxation and compliance features to simplify
+financial operations. To enable these features, navigate to :menuselection:`Accounting -->
+Configuration --> Settings` and scroll down to the :guilabel:`Indian Integration` section.
+
+.. image:: india/indian-integration.png
+   :alt: Indian Integration Section
+
+- :guilabel:`TDS/TCS`: Activate this to enable :ref:`TDS/TCS <india/tds-tcs-threshold>`
+  functionality along with account-based TDS/TCS section suggestions.
+- :guilabel:`Registered Under GST`: Select this if your business is registered under GST to access
+  GST-related features, including e-invoice, e-waybill, GST e-filing, fetch vendor e-invoiced
+  document and check GST number status.
+- :guilabel:`E-Invoicing`: Connects to the :ref:`e-invoice <india/e-invoicing>` :abbr:`NIC
+  (National Informatics Center)` portal to submit invoices.
+- :guilabel:`E-Way bill`: Connects to the :ref:`e-waybill <india/e-waybill>` :abbr:`NIC
+  (National Informatics Center)` portal to generate e-waybills.
+- :guilabel:`GST E-Filing & Matching`: Enable the feature to facilitate :ref:`GST return filing
+  <india/gstr>` and connect with the GST portal to submit GSTR-1 and retrieve GSTR-2B.
+- :guilabel:`Check GST Number Status`: Enable to verify :ref:`GSTIN Status <india/gstin_status>`.
+- :guilabel:`Fetch Vendor E-Invoiced Document`: Helps in creating draft vendor bills using
+  e-invoice data submitted by vendors on GST portal.
+
+.. important::
+   Check the :guilabel:`Production Environment` checkbox to start using Indian services in the
+   production environment. If you want to use the testing environment then keep the checkbox
+   unchecked.
+
+.. _india/e-invoicing:
+
+e-Invoice system
+================
+
+Odoo is compliant with the **Indian Goods and Services Tax (GST) e-Invoice system** requirements.
+
+Setup
+-----
+
+.. _india/e-invoicing-api:
+
+NIC e-Invoice registration
+~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+You must register on the :abbr:`NIC (National Informatics Centre)` e-Invoice portal to get your
+**API credentials**. You need these credentials to :ref:`configure your Odoo Accounting app
+<india/e-invoicing-configuration>`.
+
+#. Log in to the `NIC e-Invoice portal <https://einvoice1.gst.gov.in/>`_ by clicking
+   :guilabel:`Login` and entering your :guilabel:`Username` and :guilabel:`Password`;
+
+   .. note::
+      If you are already registered on the NIC portal, you can use the same login credentials.
+
+   .. image:: india/e-invoice-system-login.png
+      :alt: Register Odoo ERP system on e-invoice web portal
+
+#. From the dashboard, go to :menuselection:`API Registration --> User Credentials --> Create API
+   User`;
+#. After that, you should receive an :abbr:`OTP (one-time password)` code on your registered mobile
+   number. Enter the OTP code and click :guilabel:`Verify OTP`;
+#. Select :guilabel:`Through GSP` for the API interface, set :guilabel:`Tera Software Limited` as
+   GSP, and type in a :guilabel:`Username` and :guilabel:`Password` for your API. Once it is done,
+   click :guilabel:`Submit`.
+
+   .. image:: india/submit-api-registration-details.png
+      :alt: Submit API specific Username and Password
+
+.. _india/e-invoicing-configuration:
+
+Configuration in Odoo
+~~~~~~~~~~~~~~~~~~~~~
+
+To enable the e-Invoice service in Odoo, :ref:`activate <india/indian-configuration>` the
+:guilabel:`E-Invoicing` feature and enter the :guilabel:`Username` and :guilabel:`Password`
+previously set for the API.
+
+.. _india/e-invoicing-workflow:
+
+Workflow
+--------
+
+.. _india/generate-e-invoice:
+
+Generate e-Invoice
+~~~~~~~~~~~~~~~~~~
+
+Once an invoice is confirmed, click the :guilabel:`Send` button to open the wizard. Select
+:guilabel:`E-Invoicing`, then click the :guilabel:`Generate` button. Odoo will upload the
+JSON-signed file of the invoice to the NIC e-Invoice portal.
+
+.. image:: india/generate-e-invoice.png
+   :alt: Generate e-Invoice
+
+.. note::
+   - You can find the JSON-signed file and check the e-Invoicing status in the chatter.
+
+.. _india/invoice-pdf-report:
+
+Invoice PDF report
+~~~~~~~~~~~~~~~~~~
+
+Once an invoice is validated and submitted, the invoice PDF report can be printed. The report
+includes the :abbr:`IRN (Invoice Reference Number)`, :guilabel:`Acknowledgement` (number and date)
+and QR code. These certify that the invoice is a valid fiscal document.
+
+.. image:: india/invoice-report.png
+   :alt: IRN and QR code
+
+.. _india/edi-cancellation:
+
+e-Invoice cancellation
+~~~~~~~~~~~~~~~~~~~~~~
+
+To cancel an e-Invoice, click the :guilabel:`Request Cancel` button on the related invoice. In the
+:guilabel:`Cancel E-Invoice` window, fill out the :guilabel:`Cancel Reason` and :guilabel:`Cancel
+Remarks`.
+
+.. note::
+   - You can find the e-Invoicing status in the chatter.
+
+.. _india/e-invoice-negative-lines:
+
+Management of negative lines in e-Invoices
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+Negative lines are typically used to represent discounts or adjustments associated with specific
+products or global discounts. The government portal prohibits the submission of data with negative
+lines, which means they need to be converted based on the HSN code and GST rate. This is done
+automatically by Odoo.
+
+.. example::
+
+   Consider the following example:
+
+   +---------------------------------------------------------------------------------------------------+
+   |                                     **Product Details**                                           |
+   +=======================+==============+==================+==============+==============+===========+
+   | **Product Name**      | **HSN Code** | **Tax Excluded** | **Quantity** | **GST Rate** | **Total** |
+   +-----------------------+--------------+------------------+--------------+--------------+-----------+
+   | Product A             |  123456      |  1,000           |  1           |  18%         |  1,180    |
+   +-----------------------+--------------+------------------+--------------+--------------+-----------+
+   | Product B             |  239345      |  1,500           |  2           |  5%          |  3,150    |
+   +-----------------------+--------------+------------------+--------------+--------------+-----------+
+   | Discount on Product A |  123456      |  -100            |  1           |  18%         |  -118     |
+   +-----------------------+--------------+------------------+--------------+--------------+-----------+
+
+   Here's the transformed representation:
+
+   +-------------------------------------------------------------------------------------------------------------+
+   |                                         **Product Details**                                                 |
+   +==================+==============+==================+==============+==============+==============+===========+
+   | **Product Name** | **HSN Code** | **Tax Excluded** | **Quantity** | **Discount** | **GST Rate** | **Total** |
+   +------------------+--------------+------------------+--------------+--------------+--------------+-----------+
+   | Product A        |  123456      |  1,000           |  1           |  100         |  18%         |  1,062    |
+   +------------------+--------------+------------------+--------------+--------------+--------------+-----------+
+   | Product B        |  239345      |  1,500           |  2           |  0           |  5%          |  3,150    |
+   +------------------+--------------+------------------+--------------+--------------+--------------+-----------+
+
+   In this conversion, negative lines have been transformed into positive discounts, maintaining
+   accurate calculations based on the HSN Code and GST rate. This ensures a more straightforward and
+   standardized representation in the E-invoice records.
+
+.. _india/verify-e-invoice:
+
+GST e-Invoice verification
+~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+After submitting an e-Invoice, you can verify if the invoice is signed from the GST e-Invoice system
+website itself.
+
+#. Download the JSON file from the attached files. It can be found in the chatter of the related
+   invoice;
+#. Open the `NIC e-Invoice portal <https://einvoice1.gst.gov.in/>`_ and go to
+   :menuselection:`Search --> Verify Signed Invoice`;
+#. Select the JSON file and submit it;
+
+   .. image:: india/verify-invoice.png
+      :alt: select the JSON file for verify invoice
+
+   If the file is signed, a confirmation message is displayed.
+
+   .. image:: india/signed-invoice.png
+      :alt: verified e-invoice
+
+.. _india/e-waybill:
+
+E-Way bill
+==========
+
+.. _india/e-waybill-setup:
+
+Setup
+-----
+
+Odoo is compliant with the **Indian Goods and Services Tax (GST) E-waybill system** requirements.
+
+.. _india/e-waybill-api:
+
+API registration on NIC E-Way bill
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+You must register on the :abbr:`NIC (National Informatics Centre)` E-Way bill portal to create your
+**API credentials**. You need these credentials to :ref:`configure your Odoo Accounting app
+<india/e-waybill-configuration>`.
+
+#. Log in to the `NIC E-Way bill portal <https://ewaybillgst.gov.in/>`_ by clicking
+   :guilabel:`Login` and entering your :guilabel:`Username` and :guilabel:`Password`;
+#. From your dashboard, go to :menuselection:`Registration --> For GSP`;
+#. Click :guilabel:`Send OTP`. Once you have received the code on your registered mobile number,
+   enter it and click :guilabel:`Verify OTP`;
+#. Check if :guilabel:`Tera Software Limited` is already on the registered GSP/ERP list. If so, use
+   the username and password used to log in to the NIC portal. Otherwise, follow the next steps;
+
+   .. image:: india/e-waybill-gsp-list.png
+      :alt: E-Way bill list of registered GSP/ERP
+
+#. Select :guilabel:`Add/New`, select :guilabel:`Tera Software Limited` as your GSP Name, create a
+   :guilabel:`Username` and a :guilabel:`Password` for your API, and click :guilabel:`Add`.
+
+   .. image:: india/e-waybill-registration-details.png
+      :alt: Submit GSP API registration details
+
+.. _india/e-waybill-configuration:
+
+Configuration in Odoo
+~~~~~~~~~~~~~~~~~~~~~
+
+To enable the E-Way bill service in Odoo, :ref:`activate <india/indian-configuration>` the
+:guilabel:`E-Way bill` feature and enter the :guilabel:`Username` and :guilabel:`Password`.
+
+.. _india/e-waybill-workflow:
+
+Workflow
+--------
+
+.. _india/generate-e-waybill:
+
+Generate E-Way bill
+~~~~~~~~~~~~~~~~~~~
+
+To generate an E-Way bill, confirm the customer invoice/vendor bill and click :guilabel:`Create
+e-Waybill`. Enter the necessary details and click :guilabel:`Generate e-Waybill` to proceed.
+
+.. note::
+   - You can find the JSON-signed file in the attached files in the chatter.
+
+Invoice PDF report
+~~~~~~~~~~~~~~~~~~
+
+You can print the invoice PDF report once you have submitted the E-Way bill. The report includes the
+**E-Way bill number** and the **E-Way bill validity date**.
+
+.. image:: india/e-waybill-invoice-report.png
+   :alt: E-way bill acknowledgment number and date
+
+.. _india/e-waybill-cancellation:
+
+E-Way bill cancellation
+~~~~~~~~~~~~~~~~~~~~~~~
+
+To cancel an E-Way bill, click :guilabel:`e-Waybill` on the related invoice/bill, then
+:guilabel:`Cancel e-Waybill`. In the :guilabel:`Cancel Ewaybill` window, fill out the
+:guilabel:`Cancel Reason` and :guilabel:`Cancel Remarks`.
+
+.. image:: india/e-waybill-cancellation.png
+   :alt: Cancel reason and remarks
+
+.. note::
+   - Once you request to cancel the E-Way bill, Odoo automatically submits the JSON-signed file to
+     the government portal. You can check the JSON file in the chatter.
+
+.. _india/e-waybill-stock:
+
+E-waybill creation from receipts and delivery orders
+----------------------------------------------------
+
+.. note::
+   Make sure the **E-Way bill Stock** module is :ref:`installed <general/install>` and
+   the :ref:`E-Way bill setup <india/e-waybill-setup>` is complete.
+
+To create E-Way bills from :doc:`receipts and deliveries
+</applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations>` in the Inventory
+app, follow these steps:
+
+#. Go to :menuselection:`Inventory --> Operations --> Deliveries` or :menuselection:`Inventory -->
+   Operations --> Receipts` and select an existing delivery order/receipt or create a new one.
+
+#. Click :guilabel:`Create E-waybill/Challan`.
+
+   .. note::
+      To create an E-way bill:
+
+      - A delivery order must be in the :guilabel:`Done` state (i.e., validated)
+      - A receipt must have the :guilabel:`Ready` or :guilabel:`Done` state.
+
+#. Click :guilabel:`Generate e-Waybill` to validate the E-Way bill and send it to the NIC E-Way
+   bill portal.
+
+   .. tip::
+      To use the E-Way bill as a challan for goods deliveries without sending it to the NIC
+      E-Waybill portal, click :guilabel:`Use as Challan`.
+
+To print the E-waybill or the challan, click the :icon:`fa-cog` :guilabel:`(gear)` icon and select
+:icon:`fa-print` :guilabel:`Ewaybill / Delivery Challan`.
+
+.. _india/gstin_status:
+
+Indian Check GSTIN Status
+=========================
+
+The :guilabel:`Indian - Check GST Number Status` allows you to verify the status of a
+:abbr:`GSTIN (Goods and Services Tax Identification Number)` directly from Odoo.
+
+To verify the status of a contact's GST number, access the customer's/vendor's form and click
+:guilabel:`Check GSTIN Status` next to the :guilabel:`GSTIN` field.
+
+To verify the status of a GST number entered on an invoice/bill, access the invoice/bill and click
+the :icon:`fa-refresh` (:guilabel:`refresh`) button next to the :guilabel:`GST Status` field.
+
+.. image:: india/gstin-status-invoice.png
+   :alt: Check GSTIN status of an invoice
+
+A notification is displayed to confirm the status update and the GSTIN status and verification date
+are logged in the contact's chatter.
+
+.. _india/gstr:
+
+Indian GST Return filing
+========================
+
+.. _india/gstr_api:
+
+Enable API access
+-----------------
+
+To file GST Returns in Odoo, you must first enable API access on the GST portal.
+
+#. Log into the `GST portal <https://services.gst.gov.in/services/login>`_ by entering your
+   :guilabel:`Username` and :guilabel:`Password`, and go to :guilabel:`My Profile` on your **profile
+   menu**;
+
+   .. image:: india/gst-portal-my-profile.png
+      :alt: Click On the My Profile from profile
+
+#. Select :guilabel:`Manage API Access`, and click :guilabel:`Yes` to enable API access;
+
+   .. image:: india/gst-portal-api-yes.png
+      :alt: Click Yes
+
+.. note::
+   It is recommended to set the :guilabel:`Duration` to :guilabel:`30 days` to avoid the need for
+   frequent token reauthentication.
+
+#. Doing so enables a :guilabel:`Duration` drop-down menu. Select the :guilabel:`Duration` of your
+   preference, and click :guilabel:`Confirm`.
+
+.. _india/gstr_configuration:
+
+Indian GST Service In Odoo
+--------------------------
+
+Once you have enabled the :ref:`API access <india/gstr_api>` on the GST portal, :ref:`activate
+<india/indian-configuration>` the :guilabel:`GST E-Filing & Matching Feature` to start using GST
+Service. Then, in the :guilabel:`Registered Under GST` section, fill in the required :guilabel:`GST
+Username`.
+
+   .. image:: india/gst-setup.png
+      :alt: Please enter your GST portal Username as Username
+
+.. _india/gstr_workflow:
+
+File-in GST Return
+------------------
+
+When the :guilabel:`GST E-Filing & Matching Feature` is enabled, you can file your GST return.
+
+Go to :menuselection:`Accounting --> Reporting --> Statement Reports --> Tax Report`.
+
+Select the report you want to file (e.g., :guilabel:`GSTR-1`, :guilabel:`GSTR-2`), and click
+:guilabel:`Returns` to proceed with filing.
+
+.. image:: india1/gst-gstr-1-returns-button.png
+   :alt: GSTR-1 Returns Button
+
+This opens a wizard titled :guilabel:`Accounting Periods`, where you must define key parameters:
+
+- :guilabel:`Opening Date`: The date from which accounting is managed in Odoo. This is typically
+  the date of the opening entry.
+- :guilabel:`Fiscal Year End`: Set the end date of your fiscal year, e.g., :guilabel:`31 March`.
+- :guilabel:`GSTIN Periodicity`: Choose how frequently returns are filed, such as
+  :guilabel:`Monthly`.
+
+GST return filing is done in **following steps** in Odoo:
+
+.. image:: india1/gst-gstr-1-2-row.png
+   :alt: GSTR-1 GSTR-2 view
+
+.. note::
+   **Tax return periodicity** can be
+   :doc:`configured <../accounting/reporting/tax_returns>` according to the user's needs.
+
+.. _india/gstr-1:
+
+Send GSTR-1
+~~~~~~~~~~~
+
+#. Click :guilabel:`Review Issues` to perform validation checks before uploading it to the
+   :guilabel:`GST portal`.
+
+   .. image:: india1/gst-gstr-1-review-issues.png
+      :alt: GSTR-1 Review
+
+   .. 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:: india1/gst-gstr-1-validation.png
+         :alt: GSTR-1 Review Issues
+
+#. Click :guilabel:`GSTR-1 (IN)` to view GSTR-1 Report.
+   To download the :guilabel:`xlsx` report, click the :icon:`fa-ellipsis-v` :guilabel:`(ellipsis)`
+   icon and select :guilabel:`Download xlsx`.
+
+   .. image:: india1/gst-gstr-1-GSTR-1(IN).png
+      :alt: GSTR-1 view report
+
+#. If the :guilabel:`GSTR-1` report is correct, then click :guilabel:`Submit` to push the report to
+   the :guilabel:`GST portal`. The status of the :guilabel:`GSTR-1` report changes to
+   :guilabel:`Sending`.
+
+   .. image:: india1/gst-gstr-1-sending.png
+      :alt: GSTR-1 report sending
+
+   .. note::
+      After Clicking the :guilabel:`Submit` It is important to verify your credentials, If not.
+
+#. After a few seconds, the status of the **GSTR-1** report changes to :guilabel:`Waiting for
+   Status` and in progress bar :guilabel:`Push` goes green, It means that the **GSTR-1** report has
+   been sent to the :guilabel:`GST Portal` and is being verified on the :guilabel:`GST Portal`;
+
+   .. image:: india/gst-gstr-1-waiting.png
+      :alt: GSTR-1 in the Waiting for Status
+
+#. Once more, after a few seconds, the status either changes to :guilabel:`Sent` or :guilabel:`Error
+   in Invoice`. The status :guilabel:`Error in Invoice` indicates that some of the invoices are not
+   correctly filled out to be validated by the **GST portal**;
+
+   - If the state of the **GSTR-1** is :guilabel:`Sent`, it means your **GSTR-1** report is ready to
+     be filed on the **GST portal**.
+
+     .. image:: india/gst-gstr-1-sent.png
+        :alt: GSTR-1 Sent
+
+   - If the state of the **GSTR-1** is :guilabel:`Error in Invoice`, invoices can be checked for
+     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
+
+#. Click :guilabel:`Mark as Filed` after filing the **GSTR-1** report on the **GST portal**. The
+   status of the report changes to :guilabel:`Sent` in **Odoo**.
+
+   .. image:: india/gst-gstr-1-filed.png
+      :alt: GSTR-1 in the Filed Status
+
+.. _india/gstr-2B:
+
+Receive GSTR-2B
+~~~~~~~~~~~~~~~
+
+Users can retrieve the **GSTR-2B Report** from the **GST portal**.
+
+#. Click :guilabel:`Fetch GSTR-2B` to retrieve the **GSTR-2B** summary. After a few seconds,
+   the status of the report changes to :guilabel:`Waiting for Reception`. This means Odoo is trying
+   to receive the **GSTR-2B** report from the **GST portal**;
+
+   .. image:: india/gst-gstr-2b-waiting.png
+      :alt: GSTR-2B in Waiting for Reception
+
+#. Once more, after a few seconds, the status of the **GSTR-2B** changes to the :guilabel:`Being
+   Processed`. It means Odoo is reconciling the **GSTR-2B** report with your Odoo bills;
+
+   .. image:: india/gst-gstr-2b-processed.png
+      :alt: GSTR-2B in Waiting for Reception
+
+#. Once it is done, the status of the **GSTR-2B** report changes to either :guilabel:`Matched` or
+   :guilabel:`Partially Matched`;
+
+   - If the status is :guilabel:`Matched`:
+
+      .. image:: india/gst-gstr-2b-matched.png
+         :alt: GSTR-2B Matched
+
+   - If the status is :guilabel:`Partially Matched`, you can review and modify the bills by
+     clicking :menuselection:`:icon:`fa-ellipsis-v` --> :guilabel:`View Reconciled Bills``.
+     This will display categorized discrepancies, such as bills missing in Odoo or GSTR-2.
+     After making the necessary corrections, click :menuselection:`:icon:`fa-ellipsis-v` -->
+     :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
+
+#. If the report is accurate and everything seems okay then you can click :guilabel:`Mark Complete`.
+
+.. _india/gstr-3:
+
+
+
+
+-----------------------------------------------------------------------------
+
+.. _india/gstr_reports:
+
+Tax reports
+===========
+
+.. _india/gstr-1_report:
+
+GSTR-1 report
+-------------
+
+The :guilabel:`GSTR-1` report is divided into sections. It displays the :guilabel:`Base` amount,
+:abbr:`CGST (Central Goods and Services Tax)`, :abbr:`SGST (State Goods and Service Tax)`,
+:abbr:`IGST (Integrated Goods and Services Tax)`, and :guilabel:`CESS` for each section.
+
+   .. image:: india/gst-gstr-1-sale-report.png
+      :alt: GSTR-1 Report
+
+.. _india/gstr-3_report:
+
+GSTR-3 report
+-------------
+
+The :guilabel:`GSTR-3` report contains different sections:
+
+- Details of inward and outward supply subject to a **reverse charge**;
+- Eligible :abbr:`ITC (Income Tax Credit)`;
+- Values of **exempt**, **Nil-rated**, and **non-GST** inward supply;
+- Details of inter-state supplies made to **unregistered** persons.
+
+   .. image:: india/gst-gstr-3-report.png
+      :alt: GSTR-3 Report
+
+Profit and Loss (IN) report
+---------------------------
+
+This is a :guilabel:`Profit and Loss` report that displays the balances for **Opening Stock** and
+**Closing Stock**. It helps users using Continental accounting to accurately determine the cost of
+goods (i.e :guilabel:`Opening Stock` + purchases during the period - :guilabel:`Closing Stock`).
+
+   .. image:: india/profit-and-loss-report.png
+      :alt: Profit and Loss report
+
+.. _india/tds-tcs-threshold:
+
+TDS/TCS threshold alert
+=======================
+
+:abbr:`TDS (tax deducted at source)` and :abbr:`TCS (tax collected at source)` are tax provisions
+under Indian law, triggered when transaction amounts exceed specified thresholds. This alert
+notifies users when the value of invoices or bills surpasses these limits, prompting the application
+of the appropriate TDS/TCS.
+
+To configure Odoo to advise you on when to apply TDS/TCS, set the :guilabel:`TDS/TCS section`
+field on the corresponding account in the chart of accounts. Odoo will display a banner suggesting
+the TDS/TCS section under which tax might be applicable when recording an invoice or bill.
+
+Configuration
+-------------
+
+#. Navigate to :menuselection:`Accounting --> Configuration --> Settings`
+#. In the :guilabel:`Indian Integration` section, enable the :guilabel:`TDS` or :guilabel:`TCS`
+   feature as required.
+#. Navigate to :menuselection:`Accounting --> Configuration --> Chart of Accounts`.
+#. Click :guilabel:`View` on the desired account, and set the :guilabel:`TDS/TCS Section` field.
+
+.. note::
+   The TDS/TCS sections are pre-configured with threshold limits. If you need to modify these
+   limits, go to :menuselection:`Accounting --> Configuration --> Taxes`. In the :guilabel:`Advanced
+   Options` tab, click on the  :icon:`fa-arrow-right` :guilabel:`(internal link)` icon of the
+   :guilabel:`Section` field.
+
+   .. image:: india/tds-tcs-section-modify.png
+      :alt: TDS/TCS section modify
+
+Applying TCS/TDS on invoices and bills
+--------------------------------------
+
+Based on the account used on the customer invoice or vendor bill, Odoo checks the TCS/TDS threshold
+limit. If the limit specified in the :guilabel:`TCS/TDS Section` of the account is exceeded, Odoo
+displays an alert that suggests applying the appropriate TCS/TDS. The alert will disappear once the
+TCS/TDS is applied.
+
+.. image:: india/tcs-warning.png
+   :alt: TCS advice
+
+**TCS** is directly applicable in the tax on the invoice lines. To apply **TDS**, click the
+:guilabel:`TDS Entry` smart button on the vendor bill/payment. The popup window allows specifying
+the TDS details. Confirm the entry to apply the TDS.
+
+.. image:: india/tds-apply.png
+   :alt: TDS application
+
+In Odoo, the aggregate total is calculated for partners sharing the same PAN number, across all company branches.
+
+.. example::
+
+   .. list-table::
+      :header-rows: 1
+      :widths: 10 20 10 20 15
+
+      * - **Branch**
+        - **Customer**
+        - **Invoice**
+        - **Transaction Amount (₹)**
+        - **PAN Number**
+      * - IN - MH
+        - XYZ Enterprise - GJ
+        - Invoice 1
+        - ₹50,000
+        - ABCPX1234E
+      * - IN - MH
+        - XYZ Enterprise - GJ
+        - Invoice 2
+        - ₹30,000
+        - ABCPX1234E
+      * - IN - MH
+        - XYZ Enterprise - MH
+        - Invoice 3
+        - ₹40,000
+        - ABCPX1234E
+      * - IN - DL
+        - XYZ Enterprise - GJ
+        - Invoice 4
+        - ₹20,000
+        - ABCPX1234E
+      * - IN - GJ
+        - XYZ Enterprise - MH
+        - Invoice 5
+        - ₹60,000
+        - ABCPX1234E
+
+   -  **Aggregate total** = 50,000 + 30,000 + 40,000 + 20,000 + 60,000 = ₹200,000
+   -  The aggregate total for all customers (XYZ Enterprise - GJ, MH, DL) sharing the PAN number
+      ABCPX1234E across all branches is ₹200,000.