[ADD] fiscal localizations: Indian GST service
In this commit, I have added documentation for GST return filing. I have explained how to register on GST Portal, configure it in odoo, and enable GST API Access on GST Portal. I have also explained different GSTR Report. task-3272960 closes odoo/documentation#3432 Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
@ -24,315 +24,477 @@ localization:
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- :ref:`Indian e-invoicing integration <india/e-invoicing>`
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* - :guilabel:`Indian E-waybill`
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- `l10n_in_edi_ewaybill`
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- :ref:`Indian E-waybill integration <india/e-waybill>`
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- :ref:`Indian E-way bill integration <india/e-waybill>`
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* - :guilabel:`Indian - GSTR India eFiling`
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- `l10n_in_reports_gstr`
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- :ref:`Indian GST Return filing <india/gstr>`
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* - :guilabel:`Indian - Accounting Reports`
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- `l10n_in_reports`
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- :ref:`Indian tax reports <india/gstr_reports>`
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* - :guilabel:`Indian - Purchase Report(GST)`
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- `l10n_in_purchase`
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- Indian GST Purchase report
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* - :guilabel:`Indian - Sale Report(GST)`
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- `l10n_in_sale`
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- Indian GST Sale report
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* - :guilabel:`Indian - Stock Report(GST)`
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- `l10n_in_stock`
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- Indian GST Stock report
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.. image:: india/india-modules.png
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:alt: Indian localization modules
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.. _india/e-invoicing:
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Indian e-invoicing
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==================
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e-Invoice system
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================
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Odoo is compliant with the **Indian Goods and Services Tax (GST) e-Invoice system** requirements.
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.. important::
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Indian e-invoicing is available from Odoo 15.0. If needed, :doc:`upgrade
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</administration/upgrade>` your database.
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Setup
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-----
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.. _india/e-invoicing-api:
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Registration on your NIC e-Invoice web portal
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---------------------------------------------
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NIC e-Invoice registration
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~~~~~~~~~~~~~~~~~~~~~~~~~~
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You must register on the **NIC e-Invoice** web portal to get your **API credentials**. You need
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these credentials to :ref:`configure your Odoo Accounting app <india/e-invoicing-configuration>`.
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You must register on the :abbr:`NIC (National Informatics Centre)` e-Invoice portal to get your
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**API credentials**. You need these credentials to :ref:`configure your Odoo Accounting app
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<india/e-invoicing-configuration>`.
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#. Log in to the NIC e-Invoice web portal at https://einvoice1.gst.gov.in/ by clicking on
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:guilabel:`Login` and entering your :guilabel:`Username` and :guilabel:`Password`.
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#. Log in to the `NIC e-Invoice portal <https://einvoice1.gst.gov.in/>`_ by clicking
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:guilabel:`Login` and entering your :guilabel:`Username` and :guilabel:`Password`;
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.. note::
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If you have already registered on the NIC Eway Bill Production portal, then you can use the
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same login credentials here.
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If you are already registered on the NIC portal, you can use the same login credentials.
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.. image:: india/e-invoice-system-login.png
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:align: center
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:alt: Register Odoo ERP system on e-invoice web portal
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#. From your dashboard, go to :menuselection:`API Registration --> User Credentials --> Create API
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User`.
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.. image:: india/e-invoice-create-api-user.png
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:align: center
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:alt: Click on User Credentials and Create API User
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#. After that, you receive an :abbr:`OTP (one-time password)` code to your registered mobile number.
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#. Enter the OTP code and click on :guilabel:`Verify OTP`.
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.. image:: india/trigger-otp.png
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:align: center
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:alt: Trigger an OTP to your registered phone number
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#. Select :guilabel:`Through GSP` in the first field, select :guilabel:`Tera Software Limited`
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as your GSP, and type in a :guilabel:`Username` and :guilabel:`Password` for your API.
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#. From the dashboard, go to :menuselection:`API Registration --> User Credentials --> Create API
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User`;
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#. After that, you should receive an :abbr:`OTP (one-time password)` code on your registered mobile
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number. Enter the OTP code and click :guilabel:`Verify OTP`;
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#. Select :guilabel:`Through GSP` for the API interface, set :guilabel:`Tera Software Limited` as
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GSP, and type in a :guilabel:`Username` and :guilabel:`Password` for your API. Once it is done,
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click :guilabel:`Submit`.
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.. image:: india/submit-api-registration-details.png
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:align: center
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:alt: Submit API specific Username and Password
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#. Click on :guilabel:`Submit`.
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.. _india/e-invoicing-configuration:
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Configuration on Odoo
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---------------------
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Configuration in Odoo
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~~~~~~~~~~~~~~~~~~~~~
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To set up the e-invoice service, go to :menuselection:`Accounting --> Configuration --> Settings -->
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Indian Electronic Invoicing`, and enter the :guilabel:`Username` and :guilabel:`Password`.
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To enable the e-Invoice service in Odoo, go to :menuselection:`Accounting --> Configuration -->
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Settings --> Indian Electronic Invoicing`, and enter the :guilabel:`Username` and
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:guilabel:`Password` previously set for the API.
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.. image:: india/e-invoice-setup.png
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:align: center
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:alt: Setup e-invoice service
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.. _india/e-invoicing-journals:
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Journals
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~~~~~~~~
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********
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Your default *sales* journal should be already configured correctly. You can check it or configure
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other journals by going to :menuselection:`Accounting --> Configuration --> Journals`. Then, open
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your *sales* journal, and in the :guilabel:`Advanced Settings` tab, under :guilabel:`Electronic Data
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Interchange`, check :guilabel:`E-Invoice (IN)` and :guilabel:`Save`.
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.. image:: india/journal-configuration.png
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:align: center
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:alt: Journal configuration
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To automatically send e-Invoices to the NIC e-Invoice portal, you must first configure your *sales*
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journal by going to :menuselection:`Accounting --> Configuration --> Journals`, opening your *sales*
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journal, and in the :guilabel:`Advanced Settings` tab, under :guilabel:`Electronic Data
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Interchange`, enable :guilabel:`E-Invoice (IN)` and save.
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.. _india/e-invoicing-workflow:
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Workflow
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--------
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To start invoicing from Odoo, an invoice must be created using the standard invoicing flow, that is,
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either from a sales order or the invoice menu in the Accounting application.
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.. _india/invoice-validation:
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Invoice validation
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~~~~~~~~~~~~~~~~~~
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Once the invoice is validated, a confirmation message is displayed at the top.
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Odoo automatically uploads the JSON-signed file to the government portal after a while. If you want
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to process the invoice immediately, you can click on :guilabel:`Process Now`.
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Once an invoice is validated, a confirmation message is displayed at the top. Odoo automatically
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uploads the JSON-signed file of validated invoices to the NIC e-Invoice portal after some time. If
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you want to process the invoice immediately, click :guilabel:`Process now`.
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.. image:: india/e-invoice-process.png
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:align: center
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:alt: Indian e-invoicing confirmation message: "The invoice will be processed asynchronously by
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the following E-invoicing service : E-Invoice (IN)"
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:alt: Indian e-invoicing confirmation message
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.. note::
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- You can find the JSON-signed file in the attached files, in the chatter.
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- You can check the status of EDI with web-service under the :guilabel:`EDI Document` tab or the
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:guilabel:`Electronic invoicing` field.
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- You can find the JSON-signed file in the attached files in the chatter.
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- You can check the document's :abbr:`EDI (electronic data interchange)` status under the
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:guilabel:`EDI Document` tab or the :guilabel:`Electronic invoicing` field of the invoice.
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.. _india/invoice-pdf-report:
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Invoice PDF Report
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Invoice PDF report
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~~~~~~~~~~~~~~~~~~
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Once the invoice is submitted and validated, you can print the invoice PDF report. The report
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includes the :abbr:`IRN (Invoice Reference Number)`, acknowledgment number and date, and QR code.
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They certify that the invoice is a valid fiscal document.
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Once an invoice is validated and submitted, the invoice PDF report can be printed. The report
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includes the :abbr:`IRN (Invoice Reference Number)`, :guilabel:`Ack. No` (acknowledgment number) and
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:guilabel:`Ack. Date` (acknowledgment date), and QR code. These certify that the invoice is a valid
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fiscal document.
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.. image:: india/invoice-report.png
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:align: center
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:alt: IRN and QR code
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.. _india/edi-cancellation:
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EDI Cancellation
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~~~~~~~~~~~~~~~~
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e-Invoice cancellation
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~~~~~~~~~~~~~~~~~~~~~~
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If you want to cancel an e-invoice, go to the :guilabel:`Other info` tab of the invoice and fill out
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the :guilabel:`Cancel reason` and :guilabel:`Cancel remarks` fields. Then, click on
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:guilabel:`Request EDI cancellation`. The status of the :guilabel:`Electronic invoicing` field
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changes to :guilabel:`To Cancel`.
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If you want to cancel an e-Invoice, go to the :guilabel:`Other info` tab of the invoice and fill out
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the :guilabel:`Cancel reason` and :guilabel:`Cancel remarks` fields. Then, click :guilabel:`Request
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EDI cancellation`. The status of the :guilabel:`Electronic invoicing` field changes to :guilabel:`To
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Cancel`.
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.. important::
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Doing so cancels both the :ref:`E-invoice <india/e-invoicing>` and the :ref:`E-waybill
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Doing so cancels both the :ref:`e-Invoice <india/e-invoicing>` and the :ref:`E-Way bill
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<india/e-waybill>`.
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.. image:: india/e-invoice-cancellation.png
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:align: center
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:alt: cancel reason and remarks
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.. note::
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- If you want to abort the cancellation before processing the invoice, then click on
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:guilabel:`Call Off EDI Cancellation`.
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- Once you request to cancel the e-invoice, Odoo automatically submits the JSON Signed file to
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the government portal. You can click on :guilabel:`Process Now` if you want to process the
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- If you want to abort the cancellation before processing the invoice, then click :guilabel:`Call
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Off EDI Cancellation`.
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- Once you request to cancel the e-Invoice, Odoo automatically submits the JSON-signed file to
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the NIC e-Invoice portal. You can click :guilabel:`Process now` if you want to process the
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invoice immediately.
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.. _india/verify-e-invoice:
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Verify the e-invoice from the GST
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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GST e-Invoice verification
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~~~~~~~~~~~~~~~~~~~~~~~~~~
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After submitting an e-invoice, you can also verify the signed invoice from the GST e-Invoice system
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website.
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After submitting an e-Invoice, you can verify if the invoice is signed from the GST e-Invoice system
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website itself.
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#. Download the JSON file from the attached files.
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#. Open the e-invoice portal: https://einvoice1.gst.gov.in/ and go to :menuselection:`Search -->
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Verify Signed Invoice`.
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#. Select the JSON file and submit it.
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#. Download the JSON file from the attached files. It can be found in the chatter of the related
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invoice;
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#. Open the `NIC e-Invoice portal <https://einvoice1.gst.gov.in/>`_ and go to
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:menuselection:`Search --> Verify Signed Invoice`;
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#. Select the JSON file and submit it;
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.. image:: india/verify-invoice.png
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:align: center
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:alt: select the JSON file for verify invoice
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#. You can check the verified signed e-invoice here.
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If the file is signed, a confirmation message is displayed.
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.. image:: india/signed-invoice.png
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:align: center
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:alt: verified e-invoice
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.. _india/e-waybill:
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Indian E-waybill
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================
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E-Way bill
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==========
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Setup
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-----
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Odoo is compliant with the **Indian Goods and Services Tax (GST) E-waybill system** requirements.
|
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|
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.. important::
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Indian E-waybill is available from Odoo 15.0. If needed, :doc:`upgrade </administration/upgrade>`
|
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your database.
|
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.. _india/e-waybill-api:
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API Registration on your NIC E-waybill web portal
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-------------------------------------------------
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API registration on NIC E-Way bill
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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You must register on the **NIC E-waybill** web portal to create your **API credentials**. You need
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these credentials to :ref:`configure your Odoo Accounting app <india/e-waybill-configuration>`.
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You must register on the :abbr:`NIC (National Informatics Centre)` E-Way bill portal to create your
|
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**API credentials**. You need these credentials to :ref:`configure your Odoo Accounting app
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<india/e-waybill-configuration>`.
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#. Log in to the NIC E-waybill web portal at https://ewaybillgst.gov.in/ by clicking on
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:guilabel:`Login` and entering your :guilabel:`Username` and :guilabel:`Password`.
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.. image:: india/e-waybill-system-login.png
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:align: center
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:alt: E-waybill login
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#. From your dashboard, go to :menuselection:`Registration --> For GSP`.
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.. image:: india/e-waybill-registration-menu.png
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:align: center
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:alt: E-waybill registration
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#. Click on :guilabel:`Send OTP`; you should receive an :abbr:`OTP (one-time password)` code to your
|
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registered mobile number.
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#. Enter the OTP code and click on :guilabel:`Verify OTP`.
|
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.. image:: india/e-waybill-gsp-registration.png
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:align: center
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:alt: E-waybill OTP verification
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#. Check if :guilabel:`Tera Software Limited` is already on the list of registered GSP/ERP. If so,
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use this username and password. Otherwise, follow the next steps.
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#. Log in to the `NIC E-Way bill portal <https://ewaybillgst.gov.in/>`_ by clicking
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:guilabel:`Login` and entering your :guilabel:`Username` and :guilabel:`Password`;
|
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#. From your dashboard, go to :menuselection:`Registration --> For GSP`;
|
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#. Click :guilabel:`Send OTP`. Once you have received the code on your registered mobile number,
|
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enter it and click :guilabel:`Verify OTP`;
|
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#. Check if :guilabel:`Tera Software Limited` is already on the registered GSP/ERP list. If so, use
|
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the username and password used to log in to the NIC portal. Otherwise, follow the next steps;
|
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|
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.. image:: india/e-waybill-gsp-list.png
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:align: center
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:alt: E-waybill list of registered GSP/ERP
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:alt: E-Way bill list of registered GSP/ERP
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#. Select :guilabel:`Add/New`, select :guilabel:`Tera Software Limited` as your GSP Name, create a
|
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:guilabel:`Username` and a :guilabel:`Password` for your API, and click on :guilabel:`Add`.
|
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:guilabel:`Username` and a :guilabel:`Password` for your API, and click :guilabel:`Add`.
|
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.. image:: india/e-waybill-registration-details.png
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:align: center
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:alt: Submit GSP API registration details
|
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.. _india/e-waybill-configuration:
|
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|
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Configuration on Odoo
|
||||
---------------------
|
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Configuration in Odoo
|
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~~~~~~~~~~~~~~~~~~~~~
|
||||
|
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To set up the E-waybill service, go to :menuselection:`Accounting --> Configuration --> Settings -->
|
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Indian Electronic WayBill --> Setup E-Waybill`, and enter your :guilabel:`Username` and
|
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To set up the E-Way bill service, go to :menuselection:`Accounting --> Configuration --> Settings
|
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--> Indian Electronic WayBill --> Setup E-Way bill`, and enter your :guilabel:`Username` and
|
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:guilabel:`Password`.
|
||||
|
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.. image:: india/e-waybill-configuration.png
|
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:align: center
|
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:alt: E-waybill setup odoo
|
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:alt: E-way bill setup odoo
|
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|
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.. _india/e-waybill-workflow:
|
||||
|
||||
Workflow
|
||||
--------
|
||||
|
||||
To issue an E-waybill from Odoo, you must create an invoice/bill with the details of the E-waybill
|
||||
using the standard invoicing/bill flow (either from a sales/purchase order or the invoice/bill menu
|
||||
in Accounting).
|
||||
|
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.. _india/e-waybill-send:
|
||||
|
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Send an E-waybill
|
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~~~~~~~~~~~~~~~~~
|
||||
Send an E-Way bill
|
||||
~~~~~~~~~~~~~~~~~~
|
||||
|
||||
You can manually send an E-waybill by clicking on :guilabel:`Send E-waybill`.
|
||||
You can manually send an E-Way bill by clicking :guilabel:`Send E-Way bill`. To send the E-Way bill
|
||||
automatically when an invoice or a bill is confirmed, enable :guilabel:`E-Way bill (IN)` in your
|
||||
:ref:`Sales or Purchase journal <india/e-invoicing-journals>`.
|
||||
|
||||
.. image:: india/e-waybill-send-button.png
|
||||
:align: center
|
||||
:alt: Send E-waybill button on invoices
|
||||
|
||||
To send the E-waybill automatically when you confirm an invoice or a bill, enable
|
||||
:guilabel:`E-waybill (IN)` in your :ref:`Sale/Purchase Journal <india/e-invoicing-journals>`.
|
||||
|
||||
.. _india/invoice-validation-e-way:
|
||||
|
||||
Invoice validation
|
||||
~~~~~~~~~~~~~~~~~~
|
||||
|
||||
Once you have issued the invoice and clicked on :guilabel:`Send E-waybill`, a confirmation message
|
||||
is displayed.
|
||||
|
||||
.. note::
|
||||
- Odoo automatically uploads the JSON-signed file to the government portal after a while. You can
|
||||
click on :guilabel:`Process Now` if you want to process the invoice immediately.
|
||||
- You can find the JSON-signed file in the attached files in the chatter.
|
||||
Once an invoice has been issued and sent via :guilabel:`Send E-Way bill`, a confirmation message is
|
||||
displayed.
|
||||
|
||||
.. image:: india/e-waybill-process.png
|
||||
:align: center
|
||||
:alt: Indian e-waybill confirmation message: "The invoice will be processed asynchronously by
|
||||
the following E-waybill service : E-waybill (IN)"
|
||||
:alt: Indian e-Way bill confirmation message
|
||||
|
||||
Invoice PDF Report
|
||||
.. note::
|
||||
- You can find the JSON-signed file in the attached files in the chatter.
|
||||
- Odoo automatically uploads the JSON-signed file to the government portal after some time. Click
|
||||
:guilabel:`Process now` if you want to process the invoice immediately.
|
||||
|
||||
Invoice PDF report
|
||||
~~~~~~~~~~~~~~~~~~
|
||||
|
||||
You can print the invoice PDF report once you have submitted the E-waybill. The report includes the
|
||||
**E-waybill number** and the **E-waybill validity date**.
|
||||
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
|
||||
:align: center
|
||||
:alt: E-waybill acknowledgment number and date
|
||||
:alt: E-way bill acknowledgment number and date
|
||||
|
||||
.. _india/e-waybill-cancellation:
|
||||
|
||||
E-waybill Cancellation
|
||||
~~~~~~~~~~~~~~~~~~~~~~
|
||||
E-Way bill cancellation
|
||||
~~~~~~~~~~~~~~~~~~~~~~~
|
||||
|
||||
If you want to cancel an E-waybill, go to the :guilabel:`eWayBill` tab of the invoice and fill out
|
||||
the :guilabel:`Cancel reason` and :guilabel:`Cancel remarks` fields. Then, click on
|
||||
If you want to cancel an E-Way bill, go to the :guilabel:`E-Way bill` tab of the related invoice and
|
||||
fill out the :guilabel:`Cancel reason` and :guilabel:`Cancel remarks` fields. Then, click
|
||||
:guilabel:`Request EDI Cancellation`.
|
||||
|
||||
.. important::
|
||||
Doing so cancels both the :ref:`E-invoice <india/e-invoicing>` and the :ref:`E-waybill
|
||||
<india/e-waybill>`.
|
||||
Doing so cancels both the :ref:`e-Invoice <india/e-invoicing>` (if applicable) and the
|
||||
:ref:`E-Way bill <india/e-waybill>`.
|
||||
|
||||
.. image:: india/e-waybill-cancellation.png
|
||||
:align: center
|
||||
:alt: cancel reason and remarks
|
||||
:alt: Cancel reason and remarks
|
||||
|
||||
.. note::
|
||||
- If you want to abort the cancellation before processing the invoice, click on :guilabel:`Call
|
||||
Off EDI Cancellation`.
|
||||
- If the E-invoice is applicable for this invoice, then it will also be canceled.
|
||||
- Once you request to cancel the E-waybill, Odoo automatically submits the JSON Signed file to
|
||||
the government portal. You can click on :guilabel:`Process Now` if you want to process the
|
||||
invoice immediately.
|
||||
- If you want to abort the cancellation before processing the invoice, click :guilabel:`Call Off
|
||||
EDI Cancellation`.
|
||||
- Once you request to cancel the E-Way bill, Odoo automatically submits the JSON-signed file to
|
||||
the government portal. You can click :guilabel:`Process Now` if you want to process the invoice
|
||||
immediately.
|
||||
|
||||
.. _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
|
||||
|
||||
#. 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, you can set up the
|
||||
:guilabel:`Indian GST Service` in Odoo.
|
||||
|
||||
Go to :menuselection:`Accounting --> Configuration --> Settings --> Indian GST Service` and enter
|
||||
the :guilabel:`GST Username`. Click :guilabel:`Send OTP`, enter the code, and finally,
|
||||
:guilabel:`Validate`.
|
||||
|
||||
.. image:: india/gst-setup.png
|
||||
:alt: Please enter your GST portal Username as Username
|
||||
|
||||
.. _india/gstr_workflow:
|
||||
|
||||
File-in GST Return
|
||||
------------------
|
||||
|
||||
When the :guilabel:`Indian GST Service` is configured, 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:
|
||||
|
||||
.. note::
|
||||
**Tax Return Periodicity** can be
|
||||
:doc:`configured <../accounting/reporting/declarations/tax_returns>` according to the user's
|
||||
needs.
|
||||
|
||||
.. _india/gstr-1:
|
||||
|
||||
Send GSTR-1
|
||||
~~~~~~~~~~~
|
||||
|
||||
#. The user can verify the :ref:`GSTR-1 <india/gstr-1_report>` report before uploading it to the
|
||||
**GST portal** by clicking :guilabel:`GSTR-1 Report`;
|
||||
#. 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`;
|
||||
|
||||
.. image:: india/gst-gstr-1-sending.png
|
||||
:alt: GSTR-1 in the Sending Status
|
||||
|
||||
#. After a few seconds, the status of the **GSTR-1** report changes to :guilabel:`Waiting for
|
||||
Status`. 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 :guilabel:`Log Note`. 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**.
|
||||
|
||||
.. 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**. This automatically reconciles
|
||||
the **GSTR-2B** report with your Odoo bills;
|
||||
|
||||
#. Click :guilabel:`Fetch GSTR-2B Summary` 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 make changes in bills by clicking
|
||||
:guilabel:`View Reconciled Bills`. Once it is done, click :guilabel:`re-match`.
|
||||
|
||||
.. 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
|
||||
~~~~~~~~~~~~~
|
||||
|
||||
The :ref:`GSTR-3 <india/gstr-3_report>` report is a monthly summary of **sales** and **purchases**.
|
||||
This return is auto-generated by extracting information from **GSTR-1** and **GSTR-2**.
|
||||
|
||||
#. Users can compare the **GSTR-3** report with the **GSTR-3** report available on the
|
||||
**GST portal** to verify if they match by clicking :guilabel:`GSTR-3 Report`;
|
||||
|
||||
#. 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
|
||||
:alt: GSTR-3
|
||||
|
||||
#. In :guilabel:`Closing Entry`, add the tax amount paid on the **GST portal** using challan, and
|
||||
click :guilabel:`POST` to post the :guilabel:`Closing Entry`;
|
||||
|
||||
.. image:: india/gst-gstr-3-post.png
|
||||
:alt: GSTR-3 Post Entry
|
||||
|
||||
#. Once posted, the **GSTR-3** report status changes to :guilabel:`Filed`.
|
||||
|
||||
.. image:: india/gst-gstr-3-filed.png
|
||||
:alt: GSTR-3 Filed
|
||||
|
||||
.. _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
|
||||
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