Understand GST in Yepsta
Yepsta turns verified billing and purchase records into GST working data for each GST registration. It helps your team configure tax identity, issue GST invoices, review reports, prepare return data and download filing packages.
Know the three workspaces
Section titled “Know the three workspaces”| Workspace | Use it for | What it is not |
|---|---|---|
| Settings → Locations & GST and Billing & Tax | GST registrations, dated location coverage, invoice identity, numbering and tax behaviour | A return or filing record |
| GST → GST Reports | Live management summaries and registers for a chosen date range, registration and location | A frozen or filed return |
| GST → GST Compliance | Period-based source review, validation, snapshots, GSTR-2B reconciliation and GSTR-1/GSTR-3B packages | Direct submission to the GST Portal |
Changes to a product, service, customer, supplier or setting normally affect new records. Issued invoices and retained compliance evidence keep the values captured at the time.
Decide who does what
Section titled “Decide who does what”A practical division of responsibility is:
- a Business Owner controls registration identity, dated location mappings and period locking;
- authorized billing and procurement users maintain source transactions;
- an accountant or GST reviewer checks classifications, reconciliation and filing output; and
- a person authorized by the business uploads, pays and submits on the GST Portal.
Collect the setup information
Section titled “Collect the setup information”Before setup, prepare each GSTIN, registered legal name, optional trade name, registration type, filing frequency, effective date, state, turnover details and default service SAC where applicable. Also collect every location’s address and state code, invoice prefix and starting number, verified product HSN/UQC, service SAC, tax rates, customer billing GSTINs and supplier GSTINs.
Use fictional values only when practising. For example, 29ABCDE1234F1ZW is suitable for a controlled demonstration; never copy a sample GSTIN into live business data.
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