2907 views To begin using Munim GST Filing Software, the first step is to add or import your company details into the system. This enables you to manage GST returns, client data, and filing processes efficiently from a centralized dashboard.
Here, There are two types of initial actions are available: Import clients and Add Client Manually
Import your client:
- If you have a client list in bulk, then you can import your clients by clicking on the Import Client button.
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- The Import Client pop-up will open. Click the “Download a Sample File” button to add your client’s company data.
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- Now, select the sample file to edit and insert the data accordingly into it.
- To import the data, click on the “Browse File” option to upload the edited file, or use the “Copy-paste” option to paste data directly from your spreadsheet.
- After uploading, go to the My Client page to view the progress bar displayed for the import process at the top.
- Once the data is successfully imported, all your client companies are displayed on the My Client page.
Create your customer:
- If you have limited clients and want to add them manually, then click on the Create Client button.
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- Now, a pop-up will be shown where you can enter your client’s GSTIN Number and other details.
- Once you enter the Company GSTIN, it will automatically fetch and display the name of your customer company.
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- Here, you can add optional data like GST Portal Username & Password and Group name if you want to add the company to any group.
- Under the “Other Applicability” section, select whether E-Way Bill and E-Invoice are applicable for the client by choosing Yes or No.
- Now, click on the Create button to create a new company, and it will display your company on the My Client page successfully.
Both actions are also available on the My Client page, making it easier to process the company creation process.
Once added, you can check companies in the My client page.
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| Name | Description |
|---|---|
| Import icon | Here you can Import Clients in bulk through Excel file format. |
| Create Client | Here you can create a new Client by adding GST number. |
| Company Type Tabs | Here you can check companies with predefined Filters tabs according to company types like Monthly, Quarterly, GSTR-1/IFF, GSTR-3B, CMP-08, GSTR 9 and GSTR 9C. |
| Search field | Here you can search companies with their PAN no., GSTIN or Names. Also, you can use Column search and show/hide column options next to the search field for more search related activities. |
| GST Icon | This icon can redirect you to GST Portal with preset Credentials you have added for the company. |
| Company name | Here you can see Company name and its details. Here R identifies as a Regular for company type and Q identifies as a Quarterly for company’s filing frequency. It changes according to company type. |
| GSTR-1/IFF Status | Here you can check status of the current quarter months. Red fonts indicate as not filed and Green indicates as filed. |
| GSTR-3B Status | Here you can check status of the current quarter months. Red color fonts indicate as return not filed and Green indicates as filed. |
| GSTR-9 Status | Here you can check status of the current financial year. Red color fonts indicate as return not filed and Green indicates as filed. |
| GSTR-9C Status | Here you can check status of the current financial year. Red color fonts indicate as return not filed and Green indicates as filed. |
| Return | Here you will get Return filing options like GSTR1, GSTR3B, TDS/TCS Credit Received, Nil and GSTR9. |
| Report | Here you can check multiple reports related to the return filing and Electronic Ledger. |
| Filing Status Check | By clicking this icon, you can update and check the current filing status of the particular company. |
