How to Manage the GST Reports?

How to Manage the GST Reports?


Managing GST reports is essential for ensuring compliance with tax regulations, maintaining accurate financial records, and streamlining the filing process. By systematically organizing and updating GST reports, educational institutions and platform administrators can efficiently track taxable and exempt services, claim input tax credits, and avoid penalties or legal issues related to incorrect tax reporting.


Proper management of GST reports also supports transparent accounting practices, simplifies audits, and provides valuable insights for financial planning and decision-making. This not only helps the platform meet statutory requirements but also builds trust with stakeholders and enhances operational efficiency.


Through this documentation, we will guide you on how you can manage the payment reports in your organisation’s learning platform.


Let’s get started 🚀

WarningThis is only applicable for the Indian Customers!

Navigation

To manage your taxes and ensure compliance, it’s important to know how to navigate to the GST section. By accessing this section, you can view and download GST reports, keep your tax records up to date, and avoid missing important deadlines. Navigating to the GST section helps you stay organized, simplifies tax filing, and ensures you meet all legal requirements for your online courses and transactions.


Carefully follow the instructions below to learn how you can efficiently navigate to the “GST” section in your organization’s learning platform.


Navigate to the panel on the right side of the screen, then click on the “Reports” dropdown to unwrap it and click on the “GST” option.



GST Report List View

This GST report section helps you view all tax-related payments for your courses. You can check transactions for specific dates or filter by course packages using the dropdown menus. When you need these details for tax purposes, just click the export button to download the report in your preferred format.


Refer to the following table to understand more about the payments reports view list.


Sr. No.

Fields

Description

1

Date Range Column

Shows the selected period for GST report generation (02 May, 2025 to 02 May, 2025 in this example).

2

Day Change Dropdown

Select the “Day” option in this dropdown to view the sales data daily.

3

Package Dropdown List

Enables filtering by different course packages (showing "3" as selected in the example).

4

Export” Icon

Allows you to download the GST report in various file formats for record-keeping or sharing.



Change GST View Day

The GST view day feature lets you check tax details for any specific day in your learning platform. By changing the date, you can review transactions, track payments, and prepare accurate tax reports, making it easier to stay organized and compliant. This helps when reconciling daily sales or verifying payments for a particular day.


Follow the instructions below to learn more about how you can change the date range in your organization’s learning platforms.


Step 1: Click on the Day dropdown and select the appropriate option (Day, Week, Month, Year, Fiscal Year, or Custom). It will allow you to view the GST Details within the range.



Step 2: A new window will open on the screen. Refer to the following table to understand more about the new window.


Sr. No.

Fields

Description

1

Number of Learners

Shows the total count of learners (16 in this example) with GST-applicable transactions during the selected period.

2

Total Sales

Displays the sum of all course sales before tax deductions.

3

Total IGST

Shows the Integrated GST amount collected for inter-state transactions.

4

Total CGST

Indicates the Central GST amount collected for intra-state transactions.

5

Total SGST

Shows the State GST amount collected for intra-state transactions.

6

Learner GST Transactions Table

Detailed breakdown of each learner's payments with registration numbers, transaction amounts, and tax components.



Change GST Report Package

The GST report package feature lets you organize courses into groups for tax reporting. By changing these packages, you can easily track payments and file taxes correctly for different types of courses or subscriptions. This helps keep your financial records accurate and saves time during tax season.


Follow the instructions below to learn more about how you can change the date range in your organization’s learning platforms.


Step 1: Click on the Package dropdown and select the appropriate option. It will allow you to view the GST Details in that specific package.



Step 2: A new window will open on the screen. Refer to the following table to understand more about the new window.


Sr. No.

Fields

Description

1

Number of Learners

Shows the total count of learners (16 in this example) with GST-applicable transactions during the selected period.

2

Total Sales

Displays the sum of all course sales before tax deductions.

3

Total IGST

Shows the Integrated GST amount collected for inter-state transactions.

4

Total CGST

Indicates the Central GST amount collected for intra-state transactions.

5

Total SGST

Shows the State GST amount collected for intra-state transactions.

6

Learner GST Transactions Table

Detailed breakdown of each learner's payments with registration numbers, transaction amounts, and tax components.



Download GST Report Details

The platform lets you easily download GST reports for your courses with just a few clicks. These exported reports help you stay tax-compliant by providing ready-to-use records of all transactions, making it simple to file returns or share with your accountant. You can choose specific date ranges and file formats (like Excel) to organize your financial data.


Follow the instructions below to learn more about how you can change the date range in your organization’s learning platforms.


Click on the “Export” icon to download the GST report details.



InfoIf you have any queries, please feel free to reach out to us at support@edmingle.com. We will be happy to help you! :)
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