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Review a GST Compliance Period

GST Compliance turns current source records into registration-scoped review evidence before return preparation.

Select the registration and period

Section titled “Select the registration and period”

Open GST → GST Compliance, choose GST Registration, then choose Review period.

If no current period exists, an authorized user can select Create current period. Yepsta creates a monthly key such as 2026-07 for a Monthly registration or a quarterly key such as 2026-Q2 for QRMP. The financial year is derived and displayed with the period; the current UI does not create an arbitrary historical period from a financial-year picker.

Work with one GSTIN and period at a time. The available period status is:

  • Open — created and available for source synchronization;
  • In Review — validation has started;
  • Ready — blockers are cleared and the current snapshot is approved for locking; or
  • Locked — the selected review evidence protects tax-affecting source data and can feed return preparation.

Complete the review lifecycle

Section titled “Complete the review lifecycle”
Prepare controlled review evidence
  1. On Overview, select Sync GST data.
  2. Review the synchronization result: scanned, added, updated, unchanged and failed records. Correct failures, then sync again.
  3. Select Run validation. Synchronization does not clear an older issue list until validation is rerun.
  4. Open Issues. Correct each blocker through Open source, GST settings or another supported action, then sync and validate again.
  5. Review Documents for the invoice, credit note, supplier bill and purchase-return evidence represented in the period.
  6. When blockers are zero, select Generate snapshot.
  7. On Snapshots, compare the current snapshot with live working data. If it changed, synchronize, validate and generate current evidence again.
  8. Select Mark ready, obtain the required business approval, then select Lock period.

Warnings remain visible review evidence but do not prevent a snapshot. Blockers prevent readiness, locking and controlled return export.

Understand snapshots and source changes

Section titled “Understand snapshots and source changes”

A snapshot is a retained, read-only version of the registration, period, documents, totals and validation result used for review. New versions do not overwrite old evidence.

If a source changes after a snapshot, Yepsta marks the older evidence historical or stale. A locked period blocks tax-affecting invoice and purchase changes; recording a payment remains possible because it does not rewrite the tax document.

Reopen a locked period

Section titled “Reopen a locked period”

Only a user with Lock access can select Reopen period. Enter a specific Reason for reopening of 10 to 1,000 characters. Yepsta retains every earlier snapshot, moves the period back to In Review, and requires a new sync, validation, snapshot, ready step and lock before replacement return preparation.

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