What documents are needed from clients for GSTR-3B filing?

For GSTR-3B, you need: purchase register with GST-wise breakup, sales register with GST-wise breakup, input tax credit (ITC) details, import documents (if applicable), reverse charge mechanism (RCM) purchase details, bank statements for reconciliation, and any credit notes or debit notes issued.

How can CAs collect GST documents from clients monthly?

The most efficient way is to use GatherFlow — create a client with the GST checklist template and share the upload link. Each month, clients reuse the same link to upload their purchase register, invoices, and other documents. Automated reminders ensure timely submission.

What is the GST return filing deadline and document submission timeline?

GSTR-1 is due on the 11th of the following month (monthly filers) or QRMP quarterly. GSTR-3B is due on the 20th. Clients should submit documents to their CA by the 5th–7th of each month to allow time for preparation and review.

GST Document Checklist for CAs — Monthly Return Collection

Every month, the same documents. Every month, the same chasing. GatherFlow automates monthly GST document collection from clients — one link, auto reminders, live tracking.

GSTR-1GSTR-3BGSTR-9 ITC ReconciliationMonthly Returns

Start Free — No Credit Card →

Free for 5 clients · Pro plan ₹199/month for 25 clients

Filing Deadlines — When Clients Need to Submit

GSTR-1

Due: 11th of next month

→ Client submits by 5th

GSTR-3B

Due: 20th of next month

→ Client submits by 12th

GSTR-9

Due: Dec 31 annually

→ All FY docs by Nov 15

QRMP

Quarterly GSTR-1

→ Submit by 5th of month 3

Complete GST Document Checklist

📤 Sales / Outward Supplies

Sales register — month-wise, GST rate-wise breakup
All sales invoices (B2B and B2C)
E-way bills generated (if applicable)
Credit notes and debit notes issued
Export invoices and shipping bills (if applicable)
Advance receipts and adjustment invoices

📥 Purchases / Inward Supplies (ITC)

Purchase register — GST rate-wise breakup
All purchase invoices (from GST-registered vendors)
Import documents and IGST paid (if applicable)
Reverse Charge Mechanism (RCM) purchase list
GSTR-2A / GSTR-2B reconciliation with purchase register
ITC ineligible items list (non-business expenses)

🏦 Banking & Payment Records

Bank statement — primary business account
GST payment challans paid during month
TDS deduction details (if applicable)

📊 For Annual Return (GSTR-9)

All monthly GSTR-1 and GSTR-3B filed data
Full year purchase and sales registers
ITC reconciliation for full year
Audited financial statements (turnover above threshold)
Stock details at year end
HSN-wise sales and purchase summary

Automate your monthly GST document collection

One upload link per client. Clients upload by the 5th. You file by the 11th. No chasing.

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Frequently Asked Questions

What documents are needed for GSTR-3B filing?

Purchase register (GST-wise), sales register, ITC details from GSTR-2B, RCM purchase list, bank statement, and any credit or debit notes. The CA reconciles these with the auto-populated GSTR-2B before filing.

How do I collect GST documents from clients every month efficiently?

Create each client once in GatherFlow with the GST checklist template. Each month, clients use the same upload link to submit their documents. Automated email reminders go out if they haven't uploaded by a set date — no manual follow-up needed.

Is there a free GST document management tool for CAs in India?

Yes — GatherFlow has a free plan for up to 5 GST clients. For more clients, the Professional plan is ₹199/month. No credit card required to start.