GST, Tally and Profit & Loss
These reports help you (and your accountant) with tax returns and your books.
GST Reports
How to open it: Reports › GST Reports
| Report | What it shows |
|---|---|
| GSTR1 📺 Watch | Every invoice in the period with its invoice number, date, taxable amount, CGST, SGST, IGST and total amount — the details you need for filing GSTR-1 |
| Invoice Based Tax Summary | Choose a store and dates, then click Export to CSV to download a tax summary, invoice by invoice |
| HSN/SAC Based GST Sales | Sales grouped by HSN/SAC code: total quantity, total value, CGST / SGST / IGST (rate and amount), total tax and total without tax |
| HSN/SAC Based GST Purchase | Purchases grouped by HSN/SAC code: item type, quantity, cost, whether prices included tax, and CGST / SGST / IGST |
💡 These reports are only as accurate as your item setup. Make sure every item has the right HSN/SAC code and tax rates in Item Master, and that your store's GST number is correct in Setup › Store Settings.
Tally Reports
🔑 Who can see this: the Tally Reports menu only appears if Export to Tally is switched on for your account.
How to open it: Reports › Tally Reports
Sales Export to Tally Prime Excel
Choose a store, Date From and Date To, and click Export to CSV to download your sales in a format ready to import into Tally Prime.
Export to Tally XML Format
Choose the From Date and To Date, then click the button for what you want to send to Tally:
| Button | Exports |
|---|---|
| Purchase Order Export | Your purchase orders |
| Receiving Order Export | Goods received |
| Vendor Master Export | Your vendors |
| Item Master Export | Your items |
| Expenses Export | Your expenses |
| Sales of Items Export | Your item sales |
| Profit Loss of Item Export | Profit and loss by item |
Profit and Loss
📺 Watch: Profit and Loss
How to open it: Reports › Profit and Loss
Choose the Year and the Stores, then click Generate Report. You'll get a month-by-month statement:
| Row | Meaning |
|---|---|
| Product, Service, Package, Membership, Membership Wallet Sales | What you sold, by type |
| Gross Sales / Total Tax (Sales) / Total Sales | Sales before tax, the tax, and sales including tax |
| Total Purchase Amount / Total Purchase Tax | What you spent on stock, and the tax on it |
| Total Expense Amount / Gross Expense / Total Tax (Expense) / Total Expenses | Your expenses, with and without tax |
| Total Income | What's left after purchases and expenses |
💡 For a richer, more visual view of profit — including profit per service, dead stock and discount leakage — see the Profitability Dashboard.