GST Setup and Compliance Checklist

Use this checklist before the first GST invoice and repeat its review steps for each filing period.

Permission required

The setup steps require a Business Owner. Return review requires GST Compliance View; synchronization, validation, preparation and package generation require GST Compliance Manage; locking, reopening and portal-status recording require GST Compliance Lock.

Before the first transaction

Configure a reliable GST foundation

1. Read Understand GST in Yepsta and confirm responsibilities with your GST professional.
2. In Settings → Locations & GST, add each GST registration with verified identity, dates and filing frequency.
3. Map every billing location to the correct registration for the required dates.
4. Complete each location’s address, state code, invoice prefix and starting number.
5. In Settings → Billing & Tax, choose inclusive or exclusive pricing and confirm rounding.
6. Add HSN/UQC, SAC and GST rates to every sellable product, service and variant.
7. Check customer and supplier GST details.
8. Create a controlled GST invoice and verify supplier identity, place of supply, tax split, codes, discount, rounding and total before live billing.

During the period

• Issue transactions from the correct Billing Location and check Place of Supply.
• Enter the customer Billing GSTIN for a B2B invoice; invoices without it are treated as B2C working data.
• Post supplier bills and purchase returns with verified supplier and tax details.
• Use a supported credit note instead of rewriting an issued paid invoice.
• Review GST → GST Reports for operational differences before period close.

Prepare the period

Move from source records to filing packages

1. Open GST → GST Compliance and select one GST Registration and Review period.
2. Create the current period if it does not exist, then select Sync GST data.
3. Select Run validation, correct blockers at their source and sync and validate again.
4. Select Generate snapshot, then Mark ready and Lock period after approval.
5. In Returns, prepare and review GSTR-1. Resolve any return blockers through a replacement locked snapshot.
6. Generate and download the GSTR-1 package, verify it and upload the JSON through the GST Portal workflow approved by your business.
7. In ITC, import the official GSTR-2B, reconcile purchases, decide whether rows are claimed, held, reversed, reclaimed or ineligible, then approve the authoritative reconciliation.
8. In Returns, prepare GSTR-3B, review liability and ITC, then generate and verify its filing package.
9. Complete liability offset, payment and statutory submission on the GST Portal. Use Record portal status only as manual evidence inside Yepsta.

Important information

A Yepsta package, a Portal accepted note or a recorded portal status does not prove that a statutory return was filed. Keep the GST Portal acknowledgement and your approved supporting records.

Tip

Work registration by registration. GST Reports and GST Compliance do not combine multiple GSTINs into one return package.

Related guides

• Review a GST Compliance Period
• Resolve GSTR-1 Validation Issues
• Troubleshoot GST Setup and Compliance

Last reviewed: 19 July 2026