🌌 Managing GST returns filling in India using Jamku

GST Returns & Complexity

  1. Single client having multiple GST Registration
  2. Due date of GST return is dependent upon
    1. State of GST registration
    2. Turnover in last FY
  3. GSTR 3B return different periodicity, depending on Turnover

How I implemented

💨 1st was to finalise was list of services

  1. GSTR3B
  2. GSTR1
  3. GSTR4
  4. GSTR9
  5. GSTR9C

💡 Notice, there is no space between GSTR and 3B. Then ensures when we are searching, its fast and accurate, as Jamku considers spaces as AND in filtering.

💨 2nd, we created list of all clients for whom we had to file these GST returns. While preparing this list, we captured all the nitty gritty (i.e. difference in due dates and periodicity)
Our excel looked something like this.

ABC LtdBigMonthlyYYYN
XYZ MHSmallQuarterlyYNYN
XYZ GJSmallQuarterlyYNYN

Big/Small column is basically whether the turnover of the client is more than or less than 5 crore.
💡 "XYZ" has 2 GST registrations, hence it appears 2 times.

💨 3rd we imported all the data into Jamku
Big/Small column was imported as Client Tags, while other were imported as "Compliance". This will come in handy when we create tasks as you will see in 5th point

Jamku team was quick on answering all our queries as to how to model this in Jamku.

💨 4th We wanted some way to track the progress of the tasks.
For this again we went back to Jamku team and this is what we finally settled on.

We created following Stages

  1. Data from Client
  2. Calculation
  3. Senior Checking
  4. Tax Payment

💡 We did not create "Return Filled" as 5th stage, as this is implied if the task is completed.

Then, we later when Todo module was launched, we trained our team members to create Todo for all the Documents / Queries for the client. To better track Todos, 2 Categories are used - Query, Docs.
Query is for all the questions we have, Docs is for all the documents pending from client. The best feature I like about Todo is viewing the Todo list at Client Group level. So, when client comes to office, we can simply open the todo list and discuss and close things in single meeting.

💨 5th Task Creation
Finally, when its time to create the tasks, we use Compliance Dashboard's "Non Compliance" view. Say, if I am creating GSTR 3B tasks,

  1. Click on Client Count. This takes me to Client List
  2. Using tags, filter list of "Small" clients. Select all of these client
  3. Click on "Create Task" and enter due date as "22nd" of the month
  4. Again using tag filter select all "Big" clients and create tasks with due date as "20th" of the month
  5. Go back to Compliance Dashboard and check if there is no client in "Non Compliance" view. This is an important step.

💨 6th Time to Review
We use 3 reports to track progress

  1. Stages Dashboard
  2. Calendar (on Main Screen)
  3. Compliance Dashboard

💡 Since I am the only one who reviews the GST calculation, I have to get list of Tasks where my team members have completed computation and my checking is pending. This is where "Task Table" in stages dashboard is very helpful.

Final comments

I am using Jamku for last 9 months now. This entire system was not created in single day. There was a lot of planning, back and forth between my team and Jamku support team. Hope, the knowledge I have gained by using Jamku can be useful for other practitioners. This was my motivation to pen this down, and of course follow up by Adarsh 😉

Author Details

This article was submitted by CA Mahavir Kunwad.
He is practicing Chartered Accountant in Jaipur.

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