What documents are required for GST return?

Asked by: Lula Schowalter  |  Last update: June 8, 2026
Score: 4.3/5 (1 votes)

Essential documents for filing GST returns in India include sales and purchase invoices, debit/credit notes, and bank statements for the relevant period. Required information includes the 15-digit GSTIN, HSN/SAC codes, taxable value, and tax breakup (IGST, CGST, SGST). Proper documentation ensures accurate Input Tax Credit (ITC) claims.

Which documents are required for GST filing?

The main documents required for GST registration of companies are:

  • Address proof of principal place of business.
  • Company PAN card.
  • Bank details.
  • Incorporation certificate of Ministry of Corporate Affairs.
  • Address proof of all directors.
  • Memorandum/ Article of Association.
  • PAN card of all directors.
  • Signatory's PAN card.

What documents are needed for a GST refund?

The following documentary evidence is required to claim a refund under GST by registered tax payer.

  • Print out of GSTRFD-01 A & ARN print out.
  • GSTR-3B/ GSTR-3 print out of a particular month.
  • Statement-2 as per Rule 89 (2) (c).
  • Undertaking by claimant as per para 2.0 of circular 24/2017.
  • Export & Input services Invoices.

What do I need to file a GST return?

When you complete a GST return, you'll need to know:

  1. your total sales and income.
  2. your total spending, including purchases and expenses.
  3. the total amount of GST you've charged to customers.

What is the procedure for filing a GST return?

Here is a step-by-step guide to file your GST returns online:

  1. Step 1: Register for GSTIN. ...
  2. Step 2: Log in to the GST Portal. ...
  3. Step 3: Access the Returns Dashboard. ...
  4. Step 4: Choose the Filing Mode. ...
  5. Step 5: Enter Return Details. ...
  6. Step 6: Verify Submission Status. ...
  7. Step 7: Make Tax Payment. ...
  8. Step 8: Offset Tax Liability.

Complete GST Return Mechanism Explained | GSTR-1 to GSTR-9C, IFF, 2A, 2B, E-Invoice, E-Way Bill, IMS

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Can I file GST return on my own?

No, a Chartered Accountant (CA) is not required to submit a monthly Goods and Services Tax (GST) return in India. The GST return filing procedure is made to be simple to use and enables taxpayers to submit their returns on their own.

How do I file a GST return step by step?

Step-by-Step: How to File GST Return Online

  1. Step 1: Log into CRA's My Business Account or NETFILE. ...
  2. Step 2: Select the Reporting Period and Return Type. ...
  3. Step 3: Enter Sales and Tax Collected. ...
  4. Step 4: Claim Input Tax Credits (ITCs) ...
  5. Step 5: Review and Submit Your Return. ...
  6. Step 6: Make a Payment or Request a Refund.

How do I prepare my GST return?

Preparing Your GST Return

We recommend assembling supporting documents, such as sales invoices and expenses, and records of GST collected and paid. You should also calculate your output taxes and input taxes. Accounting software such as Xero can streamline this process and improve tracking and reporting.

What happens if you don't file a GST return?

In GST, if any person or business violates any provision prescribed in the GST Act or rules, would also be subject to penalty. Therefore, upon non –filing of GST returns or missing out the GST due dates, the GST law prescribes a general penalty. The maximum penalty that may be imposed is Rs. 5,000.

Do I have to pay GST if I earn under $75000?

If your GST turnover is below the $75,000 threshold, you may choose to register. But if you do, regardless of your turnover, you must: include GST in the price of most goods and services you sell. claim GST credits for most business purchases you make.

What are the documents required for GST refund?

Applicable Form: File Form RFD-01 through the GST portal. Supporting Documents: Submit proof of tax payments, electronic cash ledger statements, and bank details. Processing Time: Refunds are typically processed within 60 days of submission.

What documents are needed for a refund?

Certified copy of identity document; and. Original bank statement or ATM/internet generated statement or ABSA eStamped statement not more than three months old that confirms the account holder's name, bank name, account number, account type and branch code.

What is GST return document?

GST Return is a document filed by GST-registered businesses containing details of sales, purchases, input tax credit, and taxes payable/paid. Filing is mandatory for all GST taxpayers. Returns must be filed on the GST portal monthly, quarterly, or annually, depending on the taxpayer's classification.

What is the minimum income to file GST?

What is the Minimum Turnover Limit for GST Registration? Businesses are required to register for GST and pay tax on their annual turnover if their annual revenue exceeds Rs. 40 lakhs in the case of goods supplied and Rs. 20 lakhs for the supply of services.

What documents are required for GST audit?

Income tax audit report (i.e., Form 3CA or 3CD and Form 3CB);Cost audit report;Internal audit report etc. Cost audit report;Internal audit report etc. Tax invoices; bill of supply; debit notes; credit notes; receipt and payment vouchers; delivery challans etc.

What are the two types of GST filing?

Monthly or quarterly returns like GSTR-1 and GSTR-3B handle regular reporting, while the annual return (GSTR-9) summarises everything at year-end. Maintain timely and accurate GST return filings to build a strong financial track record. It improves your eligibility when you apply for a business loan.

What is the fee for filing GST return?

Here's a breakdown of the typical expenses for small businesses: GST Return Fees: Rs. 500 to Rs. 1,000 per month for online filing via the GST portal.

Can I claim GST after 2 years?

The GST law requires that every claim for refund is to be filed within 2 years from the relevant date.

What is the maximum penalty for not filing a GST return?

Under the GST law, penalty for late filing of GST returns include a late fee of Rs. 50 per day (Rs. 25 each under CGST and SGST) for delayed return filing, capped at Rs. 5,000, and an interest rate of 18% per annum on outstanding tax amounts.

How do I prepare for GST return?

You must log in to the GST portal using your username and password and then click on the tab called 'Services'. Navigate to: Services → Returns → Returns Dashboard. Choose the financial year and the specific month or quarter for which you're filing. Click "Prepare Online" (or use upload options if you have one):

What documents are needed for GST return filing?

Documents Required for GST Return Filing

  • Customer's GSTIN.
  • Type of Invoice.
  • Place of Supply.
  • Invoice Number.
  • Invoice Date.
  • Taxable Value.
  • GST Rate.
  • Amount of IGST applicable.

What is the deadline for filing GST return?

For GST filed and paid annually, the CRA payment deadline is April 30 and the filing deadline is June 15.

How much can a CA charge to file monthly GST returns?

2,000 to Rs. 15,000 per year for filing GST returns. The cost can go up to Rs. 25,000 or more if the return is complex or if there are a large number of transactions involved.

Is GST return filing easy?

Filing GST returns is a simple task as taxpayers just need to follow a few steps and furnish relevant details in the prescribed formats.

Can I file GST returns online?

If you do not have a CRA account, you can file your GST/HST return and eligible rebates directly with the Canada Revenue Agency (CRA) using an online form with an access code.