GST Reports & Reconciliation
How to Fetch, View, and Download Your GSTR-2B Purchase Reports on Refrens?
Refrens makes it super easy to download your GSTR-2B report and view it in an organized manner. Here's how to get started: 1) Enable API Request To get started, ensure that you have enabled API access for your GSTN account from the GST Portal. Here's how to do that: Step 1: Log in to the GST Portal ( https://www.gst.gov.in/) Step 2: Navigate to "My Profile" Step 3: Go to the "Quick Links" Section Step 4: Go to "Manage API Access" > ClFeaturedHow to download GSTR-1 report as a JSON file?
There are two ways to get a JSON file of your GSTR-1 report on Refrens. Download JSON in 1-click directly from Refrens Download GSTR-1 Excel and convert it to JSON using the GST offline utility tool 1) Downloading JSON in 1-click directly from Refrens Go to GST Reports > GSTR-1 Sales Report > Download as "JSON": That's it! Just upload theFeaturedHow to Add GST Rates to Invoices?
Refrens gives you the flexibility to add all types of tax rates according to your business needs & local regulations. If you are an Indian business looking to add GST to your invoices and other documents, you can do that as well. Not just that, you can also choose between IGST & CGST+SGST and add cess as well if required. Let’s see how: Step 1: Click on “Configure Tax/Add Tax” While creating an invoice or any other document, click on an option called “Configure Tax/Add Tax” ( You will seFeaturedHow to do GSTR-2B reconciliation on Refrens?
Refrens streamlines your GSTR-2B reconciliation process by automatically reconciling your GSTR-2B data with your books of accounts. This helps you - Identify invoices raised by vendors but not filed in their GSTR-1. Spot discrepancies in your expense records. Stay compliant and save on taxes. Here’s how you can get started. Step 1) Connect Your GSTN Account Step 2) Fetch Your GSTR-2B Report/s From GST Portal Step 3) Start Reconciling To learn about Step 1 and Step 2, [cFeaturedGSTR-1 Reports: How to generate, view, and download?
GSTR-1 is a monthly or quarterly GST return that contains details of outward supplies made by a registered business. It includes sales invoices, credit notes, debit notes, exports, and other outward supply transactions for a selected filing period. Refrens automatically generates your GSTR-1 report in a ready-to-file format. You can view the summary, validate your data, and download the report in Excel or JSON format. Refrens supports Monthly GSTR-1, Quarterly GSTR-1 for QRMP filers, and IFFeaturedHow to record TDS & view TDS reports?
If you want to record TDS for payment received/made against your invoices/expenses, you can do that easily on Refrens. Let's see how: 1. Enabling TDS Our TDS (Tax Deducted at Source) recording feature is by default enabled for businesses based in India & Bangladesh. Businesses from other countries can also enable this from Business Settings > Accounting Options > Taxation and Billing > Record Tax Deducted At Source (TDS): ![](https://storage.crisp.chat/users/helpdesk/website/1137d07a72f4FeaturedHow to add cess in accounting documents?
Cess can be added as an additional tax in your invoices and other accounting documents. You can also add more than one cess in a single accounting document. Let's see how: While creating an accounting document, you will see an option called "Add Tax" as shown above. Go to "Add Tax" > Select **Tax Type as GST > ** Add Cess. When you click on Add Cess, you wFeaturedHow to add e-commerce operators in the invoices for GSTR-1?
If your business is selling goods through e-commerce operators such as Amazon, Flipkart, and other platforms, you need to specify the same in the invoices for GSTR-1 filing. To enable e-commerce invoicing, go to Business Settings > Accounting Options > GST Configurations > Enable E-commerce Invoices. When you turn the toggle on, you will see a new field in your invoicFeaturedHow to view & download GSTR-3B Summary Report?
Viewing and downloading your GSTR-3B Summary Report on Refrens is quick and easy. Follow these steps to access your GST summary for any desired period: Step 1: Navigate to GST Reports Log in to your Refrens account and go to the GST Reports section from your dashboard. Step 2: Select GSTR-3B Summary Within GST Reports, click on *GSTR-3B SummaryFeaturedHow to Check GST Compliance History for Clients/Vendors with Refrens Trust Score?
Refrens Trust Score helps you check a client or vendor’s GST filing health directly inside Refrens. You can view their GST compliance score, filing history, missed filings, late filings, taxpayer profile, and filing pattern in one place. This helps you understand how regularly a client or vendor files GST returns before onboarding, billing, purchasing, or continuing transactions. How to view Refrens Trust Score? 1. From the Client or Vendor Dashboard Go to **Client/Vendor DashboardFeatured
E-way Bills
How to generate E-way Bills on Refrens?
An e-Way bill is a necessary document for anyone transporting goods valued at over INR 50,000. All registered individuals or transporters must create an E-way bill before initiating the transportation. Now let's see how to create an E-way bill on Refrens: ||| Important Note If you are generating an E-way Bill for the first time on Refrens, ensure that you have your GSP API Credentials ready. [Here's how to generate the same>](https://help.refrens.com/en/article/how-to-create-gsp-user-nameFeaturedHow to Create GSP User Name and Password to Generate E-way Bills on Refrens?
To start generating E-way Bills on Refrens, you will have to register "Vay Network Services Private Limited" as your GSP on the E-way bill portal. Note: If you are already using our E-invoicing feature, you must have already done this process on the E-invoice portal. In this case, you can use the same credentials for generating E-way bills. You don't need to register separately for the same. Demo Video: ${youtube}[How to Create GSP User Name & Password to Generate E-invoices and E-way BilFeaturedHow to generate E-way Bills without transporter details?
If you don't have the transporter details, you can still generate an e-way bill in two ways: 1. If you have the vehicle number available In case you have the vehicle number with you, you can create the e-way bill by adding these two things in the transport details: Mode of Transport Vehicle No. After adding these details, just proceed with generating the e-way bill as usual. While generating the e-way bill, you might still see the error saying "Transporter ID is missing". You can iFeaturedHow to cancel an E-way Bill?
E-way bills generated on Refrens can also be canceled directly from Refrens with just a few clicks. Important Note: E-way bills can only be canceled within 24 hours. After that, you will have to cancel them by reporting them on your GSTR-1 Report. To cancel an e-way bill, just go to Invoice Preview Page > More > Cancel E-way Bill You will see the form below oFeatured
E-invoices (India)
How to generate E-invoices for Credit and Debit Notes? (India)
If your business falls into E-invoicing guidelines, you will require generating an IRN for Credit Notes and Debit Notes as well. The process is identical to the one you follow for creating E-invoices on Refrens. Let's see how you can generate an IRN for Debit Notes. You can follow the same process for credit notes as well. Step 1FeaturedHow to generate E-invoices for SEZ and Export? (India)
With Advanced Supply Type options, you can now easily generate IRNs for all your invoices including while billing to SEZ and Export clients. Supply Type A Supply Type in an e-invoice denotes the categories of the two parties involved in the transaction. The following supply types are included in the GST: B2B: Business to Business B2C: Business to Consumer SEZ: Selling to either a Registered SEZ Unit or a SEZ Developer SEZ, with Payment SEZ, without Payment Export: Billing tFeaturedHow to Create GSP User Name and Password to Generate E-Invoices on Refrens? (India)
To start generating E-invoices on Refrens, the first step is to create a GSP username and password on the e-invoicing web portal. Let’s see how you can do it step-by-step: How to Create GSP User Name & Password to Generate E-invoices and E-way Bills on Refrens? 1. Go to the NIC E-Invoice Web Portal at - https://einvoice1.gst.gov.in/ 
With Refrens, creating e-invoices is as easy as it can get. Just watch the quick demo video or read the simple steps below to quickly get started with generating IRN (e-invoice) on Refrens. ||| Important Note If you are generating e-invoices for the first time on the Refrens portal, ensure you have your API credentials ready. Here is how > ${frame}[](https://wwwFeaturedHow to reset GSP password for E-way Bills and E-invoices? (India)
This article is for resetting the GSP password. If you want to create a new GSP username and password, go to these articles instead: For E-invoices > For E-way Bills> The process for resetting the GSP password for E-invoices and E-way Bills is tFeaturedHow to view e-invoice acknowledgment no. & date? (India)
You can view your IRN acknowledgment details directly on Refrens! No more calling your accountant OR logging into the e-invoicing portal to get these details! You can view this on: A) Invoice Preview Page Go to Invoice Summary > E-invoice & EWB Details to view acknowledgment details: B) Invoice dashboard On the invoice dashboard, you will able tFeaturedHow generate IRN (E-Invoice) on Refrens? (India)
To start generating E-invoices on Refrens, the first step is to create a GSP username and password on the e-invoicing web portal. Let’s see how you can do it step-by-step. 1. Go to the NIC E-Invoice Web Portal at - https://einvoice1.gst.gov.in/ **2. Click on LogiFeaturedHow to pass payment details to E-invoices? (India)
While generating IRN, you can also pass the payment details (amount received/due, payment mode) of the invoice. Let's see how: Firstly, ensure that you have already recorded the payment details of that particular invoice. ( learn how to do that >) Then, while generating IRN, just click on "Include Payment Details in E-invoice" as shown below: 
To ensure that your invoices always reflect the correct e-invoice status, it is important to keep the E-invoice status of all the invoices updated, even for the invoices generated/canceled outside of Refrens. To update the E-invoice status of an Invoice, just go to the Invoice Preview page > More > click on "Update E-invoice". You will be able to see the updated E-invoice details on a pop-up screen. Just verify the details and click on "Update E-invoice" to update the status as showFeaturedHow to cancel an E-invoice? (India)
To cancel an e-invoice, go to the Document Preview page > More > Click "Cancel E-invoice": You will see the following pop-up: Just select the cancellation reason, add remarks, and click "Cancel E-invoice". That's it! your e-iFeaturedHow to enable signed QR codes in IRN generated documents? (India) (E-invoices)
To replace regular QR codes in IRN-generated documents with signed QR codes, navigate to Business Settings > Accounting Options > GST Config > Enable Signed QR codes for IRN-generated documents:FeaturedHow to show IRN in a single line in documents? (India) (E-invoices)
By default, the IRN for e-invoices appears in documents like this: But if you want to show this in a single line as shown below, you can do that as well! To enable this, just go to **Business Settings > Accounting Option > GST Configuration > ChoosFeaturedHow to lock invoice edits once an e-invoice is generated?
To ensure the integrity of government-validated invoice data, it is necessary that no changes are made unless the e-invoice is cancelled or not yet generated. For this, you can lock invoice edits once e-Invoices have been generated. Here's how: For GST E-invoicing (India) Go to Business Settings > Accounting > GST Configuration > Lock Invoice Edits once E-Invoices have been generated: 
How to generate ZATCA compliant E-Invoices on Refrens? (Saudi Arabia)
If you are a business operating in Saudi Arabia, you are required to comply with the ZATCA guidelines for generating e-invoices. ***Related Article: How to Find Refrens E-Invoicing Solution on the ZATCA Portal? (Saudi Arabia) In this article, we will see how you can comply with the ZATCA Phase-1 and Phase-2 guidelines with Refrens. To get started, go to **Business SetFeaturedHow to generate & download VAT Return reports on Refrens? (For UAE Businesses)
Refrens automatically generates VAT Return reports for your business based on all your sales & purchase transactions. Let’s see how you can access them: Step 1: Navigate to VAT returns To access your VAT return report, navigate to Accounting reports > Other reports > VAT Return as highlighted below: You will be redirected to the following page: 
Businesses in Saudi Arabia need e-invoicing software that supports ZATCA requirements. To choose the right e-invoicing software, businesses can check the ZATCA Solution Providers Directory on the official ZATCA portal. Refrens supports ZATCA-compliant e-invoicing in Saudi Arabia through its solution partner, **Cutech Arabia LLC **(Complyance Subsidiary). So, while checking on the ZATCA portal, search for Cutech Arabia LLC to verify Refrens’ e-invoicing supporFeatured
E-invoices (Malaysia)
Steps to set up your MyTax/MyInvois account to get started with E-invoicing on Refrens (Malaysia)
Refrens has partnered with Complyance to help our Malaysian businesses generate E-invoices. So to get started, you will have to add “Complyance” as an intermediary on your MyInvois dashboard. You can do this in three steps: MyTax Account Login Director Role Application (Skip if already done) MyInvois Portal Setup MyTax Account Login Go to the MyTax Portal via the URL https://mytax.hasil.gov.my/. You will see the following screen: [
Refrens helps you generate, download, and share LHDN-compliant e-invoices in just a few clicks. Let’s see how. Set up Your MyTax/MyInvois Account **Refrens has partnered with Complyance to help our Malaysian businesses generate E-invoices. So to get started, you will have to add “Complyance” as an intermediary on your MyInvois dashboard. [Learn the step-by-step process here>](https://help.refrens.com/en/article/steps-to-set-up-your-mytaxmyinvois-account-to-get-started-with-e-invoiciFeatured(Malaysia) How to Add SST, TIN, and other IDs in Billing Details?
While creating invoices and other documents, you may want to add SST, TIN, and other IDs to your billing/shipping details. Let's see how you can add SST (Sales & Service Tax) Registration Number, TIN (Tax Identification Number), and Additional IDs such as **BRN **(Business Registration Number), NRIC (National Registration Identification Card), TTR (Tourism Tax Registration Number), PAS (Passport Number), etc. to your documents. Firstly, go to the Billed by/Billed To seFeaturedHow to generate API keys from Complyance? (Malaysia)
Once your MyInvoice account is set, you will have to sign up to "Complyance" to generate the API keys. Let's see how: Step 1: Visit https://my.app.complyance.io/sign-in and click on "Create Account". [![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043618997280/original/Fwxc55U0MAHcPrD9JtkWHW1zxzztJ5o6lw.png?17466Featured