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. A preview of the selected report appears on screen -- the exact page the PDF download prints, so you can check it before downloading. Tap it to open it full size.
  4. 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

Summary, Downloads and Filing check

Reports & exports has three tabs under the period bar. Summary is the money picture, Downloads is the Tax reports card below, and Filing check points at what to look at before a return is filed. You and your CA see all three; a Manager sees Summary and Downloads.

Summary starts with Yours after GST, Total sales, GST to pay and Delivery apps, each marked "Estimate from your Biller data. Your CA confirms." Under them, the rows come in four groups, one line each:

  • Kept or owed back -- Delivery-app GST not paid twice and Tax to claim back (TDS), the 0.1% delivery apps hold back, from 1 April to now.
  • Good to know -- Paid by UPI or card (a fact, never a target) and Wrong GST rate fixed.
  • Going well -- Wastage down against the month before, and Stock used before expiry.
  • Losses to know about -- Wastage and stock loss, and Supplier bills over 45 days: the unpaid bills older than 45 days to suppliers you marked as a registered small business (Udyam) in Inventory, from purchases saved as Not paid yet. Older purchases have no paid date and are never counted.

While the month is open, Month-end projection draws your complete days so far and projects from today to month end, so a quiet morning never makes the line dip. So far counts complete days only.

A row with nothing to show is left out. Tap the i on a row for what it means: a sheet on a phone, a popover on a wide screen. Rows that carry an Add to CA report button put that figure in front of your CA (see Inviting your CA). Figures are never added into one "saved" total.

Read the guide opens Keep more money, legally.

The period bar

On Summary and Filing check the period bar reads Month, Quarter, Financial year or Custom.

  • Month -- step back and forward one month at a time.
  • Quarter -- April to June is the first quarter. Step one quarter at a time, for example Oct-Dec 2026.
  • Financial year -- 1 April to 31 March, for example FY 2026-27.
  • Custom -- pick From and To, at most a year apart. A start after the end is refused with a message.

The GSTR-1 and GSTR-3B due dates show beside the bar for a month only. Adding a figure to the CA report is also month by month. Downloads keeps its own From and To.

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 and GST rate (goods at 0%, 5% and 18% with no HSN each get their own row). 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 996334 (outdoor catering) on the items concerned.
  • GSTR-1 table 13 -- Documents issued -- one row per invoice or credit-note number series you issued from in the period: the first and last number, how many numbers that covers, how many were cancelled, and how many were net issued. A number is counted as cancelled when its bill was voided or cancelled; a number that was never used (a gap in the sequence) is counted as cancelled too, so the series always adds up. A number held by a bill that is still open is left out of the counts -- the report notes how many numbers open bills are holding. When you void a bill in a later month than the one it was billed in, the credit note is issued in the void month, so it appears in that month's table 13, not the original month's. Completed bills from before invoice numbers existed have no number to list, so the report notes how many there are instead of reading as an empty period.
  • 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 tax payable on it -- 5% for a restaurant, 1% for a shop selling goods (CGST Rules 2017, rule 7), 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. Every report email ends with an Unsubscribe link. A new outlet starts with this switch Off -- turn it on here when you want the emails; outlets set up earlier keep their current setting. If you leave the page with an unsaved change to the switch, Biller asks whether to save it first. Note: these emails keep sending for as long as your outlet exists -- deleting the outlet is what stops them.

Files for your CA

At the top of Downloads, Files for your CA has one switch: Email the month's reports on the 1st. On the 1st of each month (India time) Biller emails the month that just ended -- the bills tax report and tax summary as CSV -- to your CA on Biller, or if you have none on Biller, to the first email under Extra recipients. With neither, type your CA's email in the box under the switch and tap Save. It works for a CA who isn't on Biller too. This is separate from the daily and weekly emails and is off until you turn it on.

Edits & voids

Under the Reports tabs, Edits & voids › opens a read-only list of every bill voided, item cancelled, quantity reduced, customer detail edited and tax setting changed in a month. Each line says what happened, the bill, the amount, the reason, who did it and when (India time). Tap a bill number to open its tax invoice. Use the chips to see one kind, Person to see one person, and Bill no. to find a bill. Nothing in it can be changed, and Biller keeps it on its own as you work. Your CA sees the same list, but a customer's phone number reads "hidden for the CA".

Tips

  • The Sales report table further down the page has its own Export: it downloads that report itself -- each day or month with its discount, the payment-mode split, and one row per bill -- not the tax summary.
  • A start date after the end date is refused with a message instead of showing zero sales.
  • No completed bills in the range you picked? The file still downloads -- header row only for CSV, and the PDF says so.