Each month before the return date, a check that your records are ready to file. This routine is in the Finance and GST category at risk tier R1, drafts for a person. A person is designed to decide at step 4. It is on request as of 4 Nov 2026, with no measured run yet.

How it works

The steps

1
Read the month's sales and purchase records.
2
Check for missing invoices and mismatched figures.
3
List what to fix before the return date.
4
A person confirms it is ready.Designed: a person decides here.

Detail

What it needs and where it stops

What it needs from you

Sales and purchase records

What it needs connected

Accounting export file

Risk tier R1: Drafts for a person

Designed to prepare a draft, with nothing sent until a person acts. Where a person is designed to decide: A person confirms it is ready. These approval steps describe how an entry is designed. Whether a deployment enforces them depends on how it is set up with you, and no run has been measured yet.

Status and what is not claimed

It is on request as of 4 Nov 2026: a catalogue entry we set up with you. No run of it has been measured yet, and nothing here claims it installs, syncs or streams on its own today.

India

GST.

When it runs

Monthly, a few days before the return date.

Keep browsing

Related entries

Provisioned on request

Routine · Finance and GST

Weekly cash outlook

A weekly view of expected money in and out for the next month.

Runs: Every Monday morning.

Risk: R0 Reads and reports
Needs: Open invoices
A person: has no approval step by design

On request, as of 4 Nov 2026.

How it works

Read open invoices and bills.
Place each on its due date.
Write the outlook with the biggest gaps first.

Needs from you: Open invoices; Open bills.

What it needs connected: Accounting export file.

Where a person is designed to decide: It is designed only to read and report, so it has no approval step.

These approval steps describe how an entry is designed. Whether a deployment enforces them depends on how it is set up with you, and no run has been measured yet.

Open Weekly cash outlook

Provisioned on request

Routine · Finance and GST

Monthly expense review

Each month, where the money went and which costs rose.

Runs: Monthly, after the month closes.

Risk: R0 Reads and reports
Needs: Spend lines
A person: has no approval step by design

On request, as of 4 Nov 2026.

How it works

Read the month's spend lines.
Compare with the month before.
Write the short review with the three biggest changes.

Needs from you: Spend lines.

What it needs connected: Bank statement export.

Where a person is designed to decide: It is designed only to read and report, so it has no approval step.

These approval steps describe how an entry is designed. Whether a deployment enforces them depends on how it is set up with you, and no run has been measured yet.

India: UPI.

Open Monthly expense review

Provisioned on request

Routine · Finance and GST

TDS payment reminder

A reminder before each TDS payment date, with the amount to prepare.

Runs: Monthly, a week before the due date.

Risk: R0 Reads and reports
Needs: Deduction records
A person: has no approval step by design

On request, as of 4 Nov 2026.

How it works

Read the deductions recorded this month.
Add them up by section.
Send the amounts and the due date to the finance owner.

Needs from you: Deduction records.

What it needs connected: Accounting export file.

Where a person is designed to decide: It is designed only to read and report, so it has no approval step.

These approval steps describe how an entry is designed. Whether a deployment enforces them depends on how it is set up with you, and no run has been measured yet.

India: GST.

Open TDS payment reminder

Want this set up?

Apply for the invite-only beta. A person reads every application.

Apply for the beta

Monthly GST readiness check

Weekly cash outlook

Monthly expense review

TDS payment reminder