GST Annual Summary

Unique ID

Staff Name

CRN*

Select Client Name*

's Email*

Fin. Year*

CR Incharge*

's Email

CRN Cancelled?

Close Ticket*

Close
Do not close

Date of GST Registration*

Enter GSTIN of *

Insight into the tax paid

Actions
Edit Delete
There are no Entries.

Maximum number of entries reached.

ITR Audit*

Yes
No

GST Audit*

Yes
No

Sales as per 26AS*

See 26AS using Winman Software

Sales reported in GST3B of foll year till sept*

Sales reported in GSTR1 of foll yr. till Sept*

Ineligle Credit Confirmation

Confirmed there is no Purchase of immovable Property Credit taken
Confirmed there is no Vehicle Purchased GST Credit taken
There is ineligible credit taken - details below

Details of ineligible credit confirmation*

Description	GST ineligible Credit Amt

Credit Note/Debit note data

Credit Note passed during the year
Debit Note passed during the year
No Debit Note passed during the year
No Credit Note passed during the year

Details of Credit noteDebit Note

Select	Amount

LUT taken On time*

DAte of LUt/Reason for delay and effect of the same*

GST Turnover Reported in ITR 3rd Page*

GST Tax Amt added u/s 43B*

Total Sales (GST+VAT or Service Tax if any)

Total GST Cr Amt in 3B

Apr to Mar only

Total GST Cr. in 2A

Apr to Mar only

GST Cr Amt claimed in 3B in Foll Yr.

After Mar to Sept or Date of filing

GSTR1 Previous yr.sale included in C.Y. if any

GST Tax paid now pertaining to any Previous year

Break up of {:27}

Party Name	Amount

Break up of {:28}

Party Name	Amount

Total GST Tax paid in cash*

Attach all challans*

Drop files here or

Notes, If any

Path where all data is saved*

Amount of short ITC Credit as per GSTR9*

Amount of short ITC Credit as per your calculation -(3B upto Next Sept and 2A Verification etc)*

Total Amount of Tax paid for the year (DRC+3B)*

If tax for this year is paid in subsequent 3B filed after March you HAVE TO INCLUDE it here in this amount

Also if any DRC has been filed in this year please add it up here

Attach all Challans totalling to *

Drop files here or

Be careful not duplicate otherr years challan here

Attach excel list of all Purchase Bills for the year which are Not in 2A*

The amount of tax in these bills should total upto

Attach 2A of the full year*

Attach CCN*

Total Amount Recd (in all bank accounts incl. tax)*

Amount Received includes paid on behalf of others?

Yes

Details of other client amount*

CRN	Client Name	Other Client amount

Tally Rcpt Vch No.

If Recevied twice - then write both voucher numbers

Amt Recd Includes SA Tax

Including tax
Not including tax

Who Paid the tax

Paid by client
Paid by us

Tax and Fees in Different tallys?

Yes
No

Attach Tax Challan

\\Estibeirohpsvr\Blue Sky\oNLINE pAYMENTS Name in Challan to contain the following details in this order only 1. Client Name 2. CRN 3. Voucher No 4. date of payment 5. Amount 6. Bank Name Eg: file name should be: Mary Fernandes 70-5153 BVP557 Rs.7720 24.07.2019 ICICI Bank

Tax paid from which Bank Account

Estibeiro And Associates - UBI 35515
Olivia Estibeiro - SBI
Estibeiro And Associates - ICICI

Tax JV Vch No.

Tax Payment Vch No.

Total Tax Amount

Total Bank charges

Total Our Fees amount*

Any other Charges to be recovered from Client?*

No other Charge
Cheque Bounce Charges
Other

Total of Other Charges*

Other Charges Vch No.*

Total Bill

Tally Owner/s Select*

Estibeiro And Associates
Olivia Estibeiro
Taxsense Solutions
Preeti Estibeiro

Tally Sales Voucher Number

Payment status*

Total Paid Amount

Difference

Balance Due

Tally Receipt

Client ko Tally Receipt kabhi bheja?-wo date select karo

Tally Ledger - ALt +B Status

All Clear
Credit Balance
Debit Balance

Amount of

Info	Steps to	Unique ID	Date	CRN	Ticket ID	Client Name	CR Incharge	's Email	FY	Residential Status	Income Heads As per TIS	Specify Other Items in TIS	Matched TIS with 26AS	Income other than TIS In 26 AS	TIS File	26AS	Our Fees	Untitled	Last Yr Fees As per Advance Sent	Last Yr Fees Received	Winman Data Entry	Advance Status	Type Of Return	Filed Date	E verified Date	Note To Juniors for Correction	Note If Any	Advance Received Date	Advance Received		HTML Block

*

Send Another amount to client*

Yes
No

Amount to be requested from {:28}

Tally Owner

Estibeiro And Associates
Olivia Estibeiro
Taxsense Solutions

Sales Bill amount in Estibeiro Tally*

Total Tax Amount in Estibeiro Tally*

Estibeiro Rcpt Vch amount*

Estibeiro Tally Rcpt Vch No

Estibeiro Tally Ledger - ALt +B Status*

All Clear
Credit Balance
Debit Balance

in Estibeiro Tally*

Total Tax Amount in Olivia Tally*

Sales Bill amount in Olivia Tally*

Olivia Rcpt Vch amount*

Olivia Tally Rcpt Vch No

Olivia Tally Ledger - ALt +B Status*

All Clear
Credit Balance
Debit Balance

in olivia Tally*

Sales Bill amount in Taxsense Tally*

Total Tax amount in Taxsense Tally*

Taxsense Rcpt Vch amount*

Taxsense Tally Rcpt Vch No

Taxsense Tally Ledger - ALt +B Status*

All Clear
Credit Balance
Debit Balance

in Taxsense Tally*

Sales Bill amount in Preeti Tally*

Total Tax Amount in Preeti Tally*

Preeti Rcpt Vch amount

Preeti Tally Rcpt Vch No

Preeti Tally Ledger - ALt +B Status*

All Clear
Credit Balance
Debit Balance

in Preeti Tally*

Reverse Sales Journal Vch No, (for cancelled CRN)

Total Amount booked in tally

Total Amount Recd in tally*

GST9 and 9C Summary final final

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