# Reports: GSTR-1

The **GSTR-1 Report** in Octa GST allows users to **export data** of GSTR-1 returns that have been **filed** on the
government GST portal. This export can be done at both the **GSTIN level** (for a specific registration) and the **PAN
level** (for all GSTINs under the same PAN), making it easy to review and analyse the filed returns efficiently.

## Step by Step Export the DATA of GSTR 1

### Step-1 GSTR-1 Filing Dashboard

First, navigate to the Filing Dashboard in Octa GST. To do this

1. **Log in and Select Company**: Log in to Octa GST, select the company you want to work with, and open it.
2. **Navigate to GSTR-1 Tab**: Go to the GSTR-1 tab. This will open the GSTR-1 filing dashboard for all periods.
3. **Check Return Status**: Hover your mouse over any period to see whether the return has been filed or if data is
   available or not.

- **Filing Dashboard**  If the return has been **filed** and
  you want to **upload** the data into Octa GST for exporting the data into Excel, the next step is to **download the
  JSON file**, which will be used to import the data into Octa.

### Step-2 Download JSON files

To download the JSON file follow the process

1. **Click the JSON Button**: In the GSTR-1 dashboard, click the JSON button.
2. **Log In to the GST Portal**: A login tab will open. Click the **Login button** and enter your GST Government Portal
   credentials (User ID and Password).
3. **Generate JSON**: Once logged in, the screen for **JSON generation** will appear.
4. **Full-Year Download Option**: Octa GST allows you to download the **JSON** file for the **entire financial year**.
   In this tab, Octa GST sends the generation request to the government portal.
5. **Refresh and Download**: After a short time, once the JSON is generated, refresh the page. The Download option will
   appear. Click Download to save the JSON file.

### Step-3 Adding JSON files

1. **Go to the GSTR-1 Dashboard**: In Octa GST, open the company and navigate to the GSTR-1 tab to access the dashboard.

2. **Click the Import Button**: On the dashboard, click the Import button.

3. **Select JSON Files**: Click Select, then browse your computer and choose the JSON file(s) you want to import.

> **Tip:** You can select multiple files at once.

4. **Open the Files**: After selecting, click Open to confirm your selection.

5. **Continue to Import**: Click the Continue button to start importing the data into Octa GST. To add data into Octa
   GST, go to the GSTR-1 dashboard and click the Import button. Then click Select and choose the JSON file(s) from your
   folder — multiple files can be selected at once. After selecting the file(s), click Open, and then click the Continue
   button to proceed with the import.

### Pull data (using OTP)

Octa GST also provides a data **pull option** to fetch data directly from the government portal without using JSON. To
use this feature, Octa GST must first be **connected** to the GST portal. To pull data, click the **Pull button**,
select the **desired period**, and then click Continue. The system will **retrieve** data from the government portal for
that period.

### Step-4 Export GSTR-1

After **uploading** JSON into Octa GST or Pull Data, we can **export** it in Excel format. To do this, simply click the
**Export button**, select the **desired period**, and click Continue. The file will be generated in the **Robot tab**,
from where we can download the Excel file containing the data.

When we click on the Export button, the **export window** opens, showing the **download formats**. Octa GST provides
GSTR-1 Data in three type of format:

1. **Octa Full Format** – In the Octa Full Format, each invoice can contain **multiple line items**, and all these line
   items are displayed separately in the export. This ensures a detailed view of every transaction, making it ideal for
   thorough analysis and record-keeping.

2. **Octa Smart Format** – Consolidates invoice-level entries into a single Excel file.

3. **Government Portal Format** – Reflects the government portal structure, with multiple sheets for every section of
   the return.  **Download Report from Robot**
   

## Export specific GSTIN and PAN Data

In Octa GST, if you want to export data for a **specific customer**, you can do so using the **GSTIN or PAN** of the
client. When we click the Export button, the export window opens, and there is an **option to enter the customer’s GSTIN
or PAN**. By providing this information, you can generate and export data **specifically for that customer**.

## Outward IMS
In Octa GST, there is a provision to download the **Outward IMS** data at the **invoice level** for a selected return period, specifically focusing on those documents that have resulted in **an increase in tax liability** in **GSTR-3B.**

This means that the system provides only the **relevant invoices** or **documents** due to which the liability in **GSTR-3B** has increased when compared with the data reported in GSTR-1. By **exporting the data** for a particular period, you can obtain **detailed invoice-level information** that clearly identifies the transactions responsible for the **additional liability** reflected in GSTR-3B.

In essence, this report acts as a **liability difference statement between GSTR-1 and GSTR-3B**, enabling users to trace and reconcile the exact documents that have contributed to the **variance in tax liability** for the respective tax period. This provides better visibility into customer interactions and enables **timely follow-ups** or **necessary corrections** whenever required.

## How to Get Outward IMS Data in Octa GST

### Step 1: Open the Outward IMS Dashboard
Log in to Octa GST, select the relevant company, and navigate to the **Outward IMS tab**. This will open the Outward IMS dashboard, where data for all return periods is available.
### Step 2: Pull Outward IMS Data
Pull IMS button to **fetch** the Outward IMS data directly from the government portal for the selected return period. Ensure the data is successfully updated before proceeding.
### Step 3: Export the Outward IMS Report
After pulling the IMS data, go to the Dashboard and click the **Export button**. Select the required return period and click Continue. The system will generate an Excel file for the selected period.
### Step 4: Download the File from the Robot Tab
Navigate to the **Robot tab** and download the **generated Excel file**.