Tax, currencies, and electronic invoicing
How do I prepare quarterly GST or composition-scheme workpapers?
Choose the workspace that matches the business’s reviewed scheme and filing frequency.
How do I review tax deducted by customers and tax collected on sales?
Use the report that matches whether tax was deducted by a customer or collected on a sale.
How do I review reverse-charge documents and GST advances?
Review reverse-charge purchases and advances in their own GST workpapers.
How do I prepare e-invoice or e-way bill files and check their status?
Invoice Crowd can prepare the offered India files for you to upload to the appropriate portal.
How do I review Peppol history and resolve a rejected invoice?
Use the recorded transmission status to decide the next step.
How do I set up Peppol and prepare an electronic invoice?
Choose file exchange or the offered connected-delivery option for the business.
How do I import a supplier's electronic invoice as a bill?
Import a supplier’s UBL file as a draft bill, then review it before posting or paying.
How do I create a tax rate and apply it to a line item?
Use a saved tax rate for the lines that need it.
How do I check tax-inclusive prices, discounts, and rounding?
Check whether the entered price already includes tax before adjusting the total.
How do I invoice in another currency and check the exchange rate?
Select the document currency before saving and review its accounting conversion.
How do I check GST registration, place of supply, and item codes?
Structured tax details describe the transaction; printed headings only control how it looks.
How do I use the tax summary for a reporting period?
Tax Summary compares tax recorded on documents with the relevant ledger movement.
How do I review a GST filing period and export its files?
Review the current period’s books and warnings before approving a GST filing export.
How do I match GSTR-2B entries to purchases and review input tax credit?
Match the GST portal’s GSTR-2B file with the purchases recorded for the same period.
How do I add Indian GST details to an invoice or estimate?
Add Indian GST information to a document when your business profile is set up for India.