Tax reports

Download the figures you (or your accountant) need for tax filing straight from Biller -- no need to dig through individual bills.

Where to find it

Go to Outlet -> Reports & exports in the admin side bar; it opens on the Tax reports card.

  1. Report -- pick one from the dropdown. A line underneath tells you what that report contains.
  2. From / To -- the period. For Tax summary and CGST/SGST split a Grouped by field also appears, so you can total by day or by month.
  3. Download -- CSV (for a spreadsheet or upload) or PDF (to print or hand to your accountant), both the same figures for the same period. The PDF prints your outlet name, GSTIN and the period.

The Outlet screen's Tax reports card -- report picker, date range and Download

Your own reports

  • Bills tax report -- one row per completed bill, with its tax breakup.
  • Tax summary -- taxable value, CGST/SGST/IGST and gross sales, totalled per day or per month.

India GST returns (regular scheme)

These five options match the tables you're filling in on the GST portal, so you can copy the figures straight across. They only ever include your regular-scheme bills (Tax Invoices) -- if you're on the composition scheme, see Composition scheme below instead:

  • GSTR-1 table 4A -- B2B invoices -- one row per invoice billed to a customer who gave you their own GST number (their Customer GST number field, next to their name/phone on the bill). Whatever was on file the moment the bill completed is what's used, so editing it later never rewrites a return you've already filed -- except that a GST number typed in for the FIRST time after the bill is already completed (a customer asking for a GST invoice only after paying) still pins onto that same invoice, since it's being issued at that moment.
  • GSTR-1 table 7 -- B2C, rate-wise -- one row per GST rate charged (5%, 18%, ...) with taxable value, CGST, SGST/UTGST, IGST and cess. A bill that's on table 4A above never appears here too -- flagged as a NOTE row (count and total) so it's never mistaken for a missing bill.
  • GSTR-1 table 12 -- HSN/SAC summary -- quantity and value per HSN/SAC code. Codes come from each menu item's HSN/SAC code (GST) field (see GST billing). Anything left blank is reported under 9963 (food and beverage service, for turnover under 5 crore); above 5 crore set 996331 (restaurant service) or 996333 (outdoor catering) on the items concerned.
  • GSTR-3B 3.1(a) -- outward supplies -- the single aggregate row for the period.
  • CGST/SGST split -- reconciliation -- taxable value and the CGST/SGST halves per day or month and per rate, with a Total row that ties to GSTR-3B 3.1(a) to the paise -- use it to check your figures before filing.

If a charge isn't recognisable as GST (a service charge, packaging, or a tax line with a typo in its name), it's left out of these five GST returns rather than filed as tax -- Biller flags it on the Tax reports section, the PDF, and as a WARNING row in the CSV. See GST billing for how to name tax lines so they're counted. If your outlet changed registration type mid-period, any composition-scheme bills in the range are excluded from these five returns the same way -- flagged as a NOTE row (count and turnover) instead of just silently missing, so the return never reads "nothing to report" when there were real bills, just not ones these returns file.

Composition scheme

If your outlet is registered under the GST composition scheme (Bill of Supply, no tax collected from customers), it never files GSTR-1/3B -- your composition-scheme bills are excluded from the five returns above and reported here instead:

  • CMP-08 -- quarterly turnover summary -- your composition-scheme turnover for the period and the flat 5% tax payable on it (split into CGST/SGST-equivalent halves), which you pay yourself rather than collect from customers. Pick a quarter as your From/To range. This covers table 3(1) (outward supplies) only -- inward reverse-charge (RCM) supplies (e.g. GTA freight, rent from an unregistered landlord), interest and late fee are real parts of the CMP-08 form that Biller does not track; add them yourself before filing, don't file the Tax Payable figure as-is.

Your GST registration type (regular or composition) is set once per outlet -- see GST billing -- and each bill is pinned as one or the other at the moment it's billed, so changing the setting never reclassifies a bill you already issued.

Every report covers only completed bills for your own outlet, using the amounts pinned on each bill when it was billed -- editing a price or tax rate today never changes a period you've already filed.

What isn't in there yet

  • GSTR-1 table 7B (inter-state B2C) -- every rate is reported on one consolidated row (with IGST), which is correct for dine-in (place of supply is your own state). If you bill genuine inter-state supplies, your accountant will need to split the IGST figure by state.
  • GSTR-4 (annual composition return) -- CMP-08 covers the quarterly figures; the annual rollup isn't generated yet.
  • GSTR-1 table 4A extra columns -- Receiver Name, Place of Supply, Reverse Charge and Invoice Type are part of GSTN's own upload template but aren't captured per bill yet; fill them in on the portal from your own invoice book.

Scheduled email reports

Below the Tax reports card, Scheduled email reports controls the automatic emails: an on/off switch, Send (Daily only, Weekly only, or both), and Extra recipients -- a comma-separated list of any additional emails (e.g. your accountant) who should get a copy alongside your outlet's Admin team. Emails come from reports@biller.app (send-only, nothing to set up) with the bills tax report and tax summary as CSV attachments. On by default with both cadences, so nothing changes until you visit this panel. Note: these emails keep sending for as long as your outlet exists -- deleting the outlet is what stops them.

Tips

  • No completed bills in the range you picked? The file still downloads -- header row only for CSV, and the PDF says so.