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.

After you file GSTR-3B, tap Mark ITC claimed on the ITC card for that period. The month's eligible expenses are stamped as claimed, drop out of the “available ITC” figure, and get an ITC claimed chip on the Expenses list — so a later 3B never double-counts credit you've already taken.

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.json and a plain-English README.txt so 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.

GSTR-9 annual return summary

See a full financial-year GST summary built from your invoices and expenses — outward supplies by rate, ITC and tax paid — to prepare and cross-check before filing GSTR-9.

Financial statements — trial balance, P&L, balance sheet & cash flow

The four core statements built straight from your books — trial balance, profit & loss, balance sheet and cash flow — recomputed from every invoice, payment and expense, with a period picker and a clean CA handoff.

GSTR-8 reconciliation for marketplace sellers

Every month, diff your marketplace-derived invoices against each marketplace's settlement view. Catch mismatches before filing.