Reports, GSTR-1 / 3B and Hand-to-CA
Cashflow, income vs expenses, projects, GST returns (GSTR-1, 3B, 8, ITC summary), TDS summary and the one-tap Hand-to-CA ZIP bundle.
Every report you need for a normal filing month, plus the one-tap Hand-to-CA ZIP that packages your whole year for your accountant.
Standard reports
- Cashflow — monthly inflows vs outflows over the last twelve months. Bar chart plus totals.
- Income vs expenses — same period, side-by-side.
- Top clients — who's driving the most revenue this quarter.
- Project status — ongoing / completed / dropped counts and revenue.
- Expenses by category — where your money went.
GST returns
Open GST → Returns. Pick a month. Finocket computes:
- GSTR-1 — outward supplies. Download the multi-CSV bundle (B2B / B2CL / B2CS / EXP / NIL, in the shape the GSTN portal's offline tool accepts). Every filed month is snapshotted so you always know what you filed.
- GSTR-3B — monthly summary return with computed values for Sections 3.1 (outward supplies), 4 (ITC available), and 6 (tax paid). Preview on-screen; download PDF.
- ITC summary — every expense with GST + supplier GSTIN rolled up for the month. Separate line for reverse-charge supplies.
GSTR-8 for marketplace sellers
GST → Reconcile. Marketplaces file GSTR-8 with the government showing the TCS they collected on your behalf. Reconcile your own outward supplies against the marketplace's settlement view for the same month; material diffs (≥ ₹1) get flagged for your attention before filing. Full walkthrough.
TDS summary
Reports → TDS summary. Every TDS your clients deducted, grouped by client × section for a chosen financial year. Compare against Form 26AS from the Income Tax e-filing portal to catch any client who hasn't filed their TDS return.
Hand-to-CA ZIP
Reports → Hand to your CA. Pick a range — "This quarter", "Year to date", "Current FY (Apr-Mar)", or a custom range. Finocket bundles into a single ZIP:
- Every invoice PDF for the period, named by invoice number.
- Statement of Account per client.
- Day Book, Cashbook, Outstanding — all as PDFs.
- GSTR-1 CSV bundle + GSTR-3B PDF for each month in the range.
- A
manifest.jsonand a plain-EnglishREADME.txtso your CA knows exactly what's inside and how it was generated.
Share the ZIP via WhatsApp or email. Your CA gets one file with everything.
Related: GSTR-8 reconciliation, Invite your CA.