GST / Tax
GST / Tax is the home of everything tax in Stockivio. It shows the GST your sales and purchases have already calculated and leads you to the reports and return files.
Why and when you use it
You never type GST twice in Stockivio. Every sales invoice, purchase bill, credit note and return works out CGST, SGST or IGST as it is saved. GST / Tax is where the owner or accountant comes to see those figures together and move on to the monthly returns. Use it as your starting point each month before you talk to your CA.
Before you start
- Finish the tax step in Business Setup (your GSTIN and state)
- Give each product a GST Rate % and HSN Code in Inventory
- Add GSTINs for your business customers and suppliers
Step by step
- Open GST / TaxClick GST / Tax in the left sidebar. This is the module home for tax; the detailed screens sit under it and under 🏢 Stockivio ERP.
- Understand where the numbers come fromEach figure here comes from documents you already saved: Sales Invoices, Quick POS bills, Purchases, Credit Notes and Returns. If a figure looks wrong, fix the document, not the report.
- Check your product rates firstOpen GST Rate Review to make sure every product carries the right rate for its HSN code. A wrong rate on the product means wrong tax on every invoice.
- Open GST Reports for the monthGo to GST Reports, pick the Month and press Generate Report to see taxable value, CGST, SGST and IGST by GST Rate and Supply Type.
- Reconcile your input tax creditUse ITC Reconciliation (GSTR-2B) to compare your purchase bills with the GSTR-2B statement your suppliers' filings create.
- Prepare the filesUse GST Returns (Portal files) and the CSV exports in GST Reports to get the data your CA or you will use on the GST portal.
- Handle older documentsIf you started keeping the GST register after some documents were already posted, use GST catch-up so those documents are counted too.
Worked example
Sharma Traders in Jaipur (GSTIN 08ABCDE1234F1Z5) finished October 2026 with 412 sales invoices worth ₹38,40,000 and 37 purchase bills. The accountant wants a quick view of the tax before preparing returns.
- Open GST / Tax from the sidebar.
- Go to GST Rate Review and press Refresh; no product shows Check with CA.
- Open GST Reports, choose Month = October 2026 and press Generate Report.
- See CGST and SGST on sales to Jaipur shops like Gupta Kirana Store, and IGST on the purchases from Hindustan Foods Pvt Ltd in Delhi.
- Move on to ITC Reconciliation (GSTR-2B) once the 2B for October is available.
Result: The accountant sees October's output tax and input tax in one place, built from documents already saved, and has a clear path to the return files.
💡 Tips
- Treat this screen as a map: start here, then go screen by screen through the monthly routine.
- Always fix the source document (invoice or bill), then generate the report again.
- Share the exported files with your CA rather than screenshots; CSVs are easier to check.
⚠️ Common mistakes
- Editing tax figures by hand outside Stockivio. The next report will not match. Correct the invoice or bill instead.
- Starting returns before checking product rates. Run GST Rate Review first.
सवाल
Does GST / Tax file my return?
It prepares the figures and files. Filing is done on the GST portal by you or your CA.
Why is a sale showing IGST instead of CGST + SGST?
The customer's state differs from yours, or the invoice's Supply Type was set to inter-state. Check the customer's state and the invoice.
🎬 Video walkthrough (script — recording coming soon)
- Scene 1: Sidebar, click GST / Tax and show the module home.
- Scene 2: Explain that invoices and bills already calculated the tax.
- Scene 3: Jump to GST Rate Review and press Refresh.
- Scene 4: Open GST Reports, pick October 2026, Generate Report.
- Scene 5: Point at CGST, SGST and IGST columns.
- Scene 6: Mention ITC Reconciliation and return files as next steps.