India Audit Lens
Open and populate the GST workspace
The GST workspace is scoped by client, GSTIN, financial year, and period. Confirm all four before fetching, importing, reconciling, approving, or filing.
By India Audit Lens product team · Updated 2026-07-17
Open the workspace
Open the client and choose Returns → GST. Select the correct GSTIN and financial year. Review the filing-frequency indicator and sync it from the GST portal when the action is available and authorised. Open Overview to review GSTR-1, GSTR-3B, GSTR-2B, reconciliation, and period status. Open Returns to select a month/quarter and return type.
If No GSTIN on record appears, add the registration under the client’s GSTINs page. If No period data appears, choose a GSTIN/FY and fetch/import the required source.
Connect to the GST portal
Review the portal-connection card. Complete GST portal setup and recorded consent when requested. Click Connect to GST portal. Enter the login OTP only in the secure OTP field and click Verify OTP.
Never paste a portal OTP into AuditIQ, email, chat, a ticket, or a screenshot. A portal session can expire; reconnect rather than assuming a previous session remains valid.
Fetch returns
Click Fetch from portal. In Fetch GST returns, select only the required periods and return types. Review credit requirement and portal/session state. Enter a fetch/login OTP only when the secure dialog requests it. Start the fetch and wait for the stored return status.
Review GSTR-2A and GSTR-2B
In GSTR-2A, review section data, amendments, e-Invoice/IRN indicator, supplier filing state, and fetch status. Use Retry after resolving a load/provider problem. For GSTR-2B regeneration, confirm GSTIN/period, click Request regeneration, and use Check recorded status until Ready/Reconciled or a recorded failure appears. Use Try again safely only after resolving the stated failure/session issue.
Expected result
The selected FY has stored period rows and the Overview/Returns/Source Data pages show current source and portal status. Fetch completion is not filing completion.
GST overview with registration, financial-year context, portal connection, and the return-period work queue.
GST workspace orientation. Client, GSTIN, financial year, filing periods, return counts, dates, and signed-in account values are masked. A portal session is required only for the controlled live actions described in this manual.
GST returns register with filing-status cards, view controls, and period rows.