GST catch-up

Advanced · 6 min · GST & tax

GST catch-up records GST for documents that were posted before Stockivio's GST register was being kept, so your tax reports include them.

Open this screen in Stockivio →

GST catch-up

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

Why and when you use it

Some businesses start using Stockivio, or switch on GST details, part-way through a period. Invoices and bills saved earlier may be missing from the GST register that GST Reports reads. GST catch-up fills that gap so the month's figures are complete. It is usually a one-time job for an accountant or administrator.

Before you start

Take a Restore Point before large changes
Have the list of documents from the affected period
Confirm GSTIN and product rates are now correct

Step by step

Spot the gapIf GST Reports for a month shows less tax than your Sales Invoices list for the same month, some documents may not be in the GST register.
Open GST catch-upOpen GST catch-up from the GST / Tax area of the sidebar.
Pick the periodChoose the date range where documents were posted before the register was kept.
Review what will be recordedLook through the documents shown and check that the customers, suppliers and rates are correct before you continue.
Run the catch-upConfirm to record GST for those documents. Follow the on-screen prompts and save.
Check GST Reports againOpen GST Reports, choose the same period and press Generate Report. The totals should now agree with your invoices and bills.

Worked example

Spice Route Restaurant in Bengaluru started using Stockivio on 1 Oct 2026 but turned on its GST settings on 9 Oct 2026. Bills from 1 to 8 October worth ₹2,85,000 are missing from GST Reports.

Compare: Sales list for October shows ₹11,40,000; GST Reports shows taxable value of only ₹8,55,000.
Take a Restore Point.
Open GST catch-up and choose 1 Oct 2026 to 8 Oct 2026.
Review the listed bills and run the catch-up.
Generate GST Reports for October again.

Result: GST Reports now shows the full ₹11,40,000 for October, and the restaurant's GSTR-1 and GSTR-3B files include the first eight days.

💡 Tips

Do this before you export any return files for the affected period.
Run it once per affected period; then check the report rather than running it again.
If unsure which period is affected, ask your CA to compare the portal figures with Stockivio.

⚠️ Common mistakes

Running catch-up after the return is already filed without telling your CA. The correction may need an amendment on the portal. Check with your CA.
Fixing rates after the catch-up. Correct product rates and GSTINs first, then catch up.

सवाल

Will this change my invoices?

It records the GST for documents already posted so reports can count them. It is not meant to change amounts on saved invoices.

Do new businesses need this?

Usually not. If tax settings were done in Business Setup before the first invoice, there is nothing to catch up.

🎬 Video walkthrough (script — recording coming soon)

Scene 1: Sales total vs GST Reports total that does not match.
Scene 2: Take a Restore Point.
Scene 3: Open GST catch-up and choose the dates.
Scene 4: Review the documents and run it.
Scene 5: Generate GST Reports again and show the matching total.