CA ko ek hi baar me complete packet do — chakkar bachenge:
- Insights → Books — FY range (1 April – 31 March) set karke har tab ka CSV export: Profit & Loss, Trial Balance, Balance Sheet, Day Book, Account Ledger. Ye double-entry books hain — CA ke liye yahi primary source hai.
- Search (Cmd+K) → GST Filing Hub — GSTR-1 JSON, 3B worksheet, ITC ledger, GST Audit Log.
- GST Filing Hub → TDS tab — FY filter lagake section/quarter summary.
- Reports → Money → Expenses & Payments — FY range me kharche ka detail.
- Reports → Money → GST Liability — taxable vs exempt turnover split (dental exempt hai, ye split ITR me kaam aata hai).
Bonus context CA ke liye: agar gross receipts ₹75 lakh se kam hain to Section 44ADA presumptive scheme (50% deemed profit, books ki zaroorat kam) ban sakti hai — final call CA ka.
Dhyan: bank statements aur 26AS/AIS se reconcile CA karega — ye packet books side pura karta hai. Sab files ek folder me date ke naam se rakho, WhatsApp pe scatter mat karo.