GST Returns (Portal files)

Intermediate · 6 min · GST & tax

GST Returns (Portal files) holds the GST return files Stockivio prepares for upload to the GST portal.

GST Returns (Portal files)

Screen layout sketch — the screenshot will appear here once it is added.

Why and when you use it

Typing hundreds of invoices into the GST portal is slow and error-prone. The portal accepts prepared files, and this screen is where Stockivio keeps them for each period. Accountants and CAs use it after the monthly numbers have been checked in GST Reports and ITC Reconciliation.

Before you start

Run GST Reports for the period and check the totals
Finish ITC Reconciliation (GSTR-2B) for the month
Know who files on the portal: you or your CA

Step by step

Check the numbers firstBefore you take any file, make sure GST Reports for the period looks right and late invoices, bills and credit notes are in.
Open GST Returns (Portal files)Open 🏢 Stockivio ERP and choose GST Returns (Portal files).
Pick the periodChoose the month or quarter you are filing for. Files are prepared per period.
Download the file you needDownload the prepared file for the return you are working on, and save it in that month's folder.
Upload it on the GST portalLog in to the GST portal yourself (or your CA does) and use the portal's offline upload for that return. Stockivio does not log in to the portal for you.
Review the portal's summaryAfter the upload, compare the portal's totals with GST Reports in Stockivio. They should match.
Fix and re-prepare if neededIf something is wrong, correct the document in Stockivio, then prepare and download the file again.

Worked example

Patel Engineering Works in Rajkot, Gujarat sold machine parts worth ₹14,60,000 in October 2026, including ₹3,20,000 to a buyer in Maharashtra. Their CA, who files their returns, asks for the portal file.

Open GST Reports for October 2026 and check: intra-state rows with CGST + SGST and the ₹3,20,000 inter-state row with IGST.
Open GST Returns (Portal files).
Choose October 2026 and download the prepared file.
Send the file to the CA along with the GST pack from GST Reports.
The CA uploads it on the GST portal and confirms the totals match Stockivio.

Result: The CA files GSTR-1 for October from a prepared file instead of typing invoices, and the portal totals match Stockivio's GST Reports.

💡 Tips

Download a fresh file after any correction; older downloads keep the old figures.
Keep one copy of exactly what was uploaded, for later questions.
If the portal rejects a row, the message usually points to a GSTIN or a document date; fix it in Stockivio.

⚠️ Common mistakes

Uploading a file from the wrong period. Name your saved files with the month.
Editing the file by hand. Your books and the return will no longer agree. Fix the source document instead.

Questions

Can Stockivio file the return directly?

This screen prepares files. Filing and payment are done on the GST portal by you or your CA.

Which return is due when?

Due dates depend on your registration type and can change. Check with your CA.

🎬 Video walkthrough (script — recording coming soon)

Scene 1: GST Reports totals for October 2026.
Scene 2: Open GST Returns (Portal files).
Scene 3: Choose the period and download the file.
Scene 4: Show the saved file in a month folder.
Scene 5: Explain the upload happens on the GST portal.
Scene 6: Compare portal totals with GST Reports.