Summary of Outward Supplies
Lists your sales invoices and credit notes for a month or quarter, one row each, with the value before tax, the GST split and the total. Use it to check the sales side of your GST before you file.
This report is built for India's GST and tax deduction rules. It does not cover VAT, and Tax Reports has no VAT report. Your VAT rate and amount are on each document.
Quick look
- Go to Reports › Tax Reports and click the Summary of Outward Supplies card.
- It opens on last month. To change it, click the filter button, pick a Month or Quarters and click Run Report.
- Click an Invoice Number to open that invoice in a new tab.
Done. You see each invoice and credit note of the period with its GST.
Full guide
What it shows, and when to use it
Each row is one invoice or credit note posted to your books in the period. Credit notes sit in the same list, under Invoice Number, and show their amounts as positive numbers, so read the number to tell them apart. Use it as your sales register for GST: who you billed, how much before tax, and the CGST, SGST and IGST on it.
Filters and period
Fields in this section
| Field | Required | What to enter |
|---|---|---|
| Reports | No | Switch to another Tax report. |
| Year | No | Chooses which months and quarters the two lists below offer. The current year lists your latest 12 months and the latest four quarters; an earlier year lists January to December and its four calendar quarters. |
| Month | No | A single month, for example Oct-26. It opens on last month. |
| Quarters | No | A calendar quarter such as Jul-26 - Sep-26 (January to March, April to June, July to September, October to December). Picking a quarter clears the month, and the reverse. |
The report opens already run for last month, with a tag above the table (for example Month: Oct-26) naming the period. Click Run Report to refresh after you change a filter. If you click it with neither a month nor a quarter chosen, a message asks you to pick one. The filter button beside Run Report shows or hides the filters.
If your business unit has a go-live date, a line under the filters says documents dated before it are not included, because they were reported from your previous system. See Entering documents from before go-live.
Columns
Fields in this section
| Column | What it shows |
|---|---|
| Customer Name | The customer on the document. |
| Invoice Number | The document number. Click it to open the document. |
| Date | The document date, in your date format. |
| Basic Amount | The document value before tax. |
| CGST | Central GST on the document. |
| SGST | State GST on the document. |
| IGST | Integrated GST on the document. |
| Total Tax | CGST, SGST and IGST added together. Cess is not included. |
| Grand Total | The document total, tax included. |
Amounts show in whole currency units, rounded.
How the figures are worked out
Basic Amount and Grand Total are the totals stored on the posted document. The three tax columns come from the GST posted for that document: tax collected on an invoice, and tax given back on a credit note. Total Tax adds the three. A document counts in the month of its document date, as it stands now. Only documents posted to your books are listed. A voided invoice, credit note or debit note leaves these reports completely, in every period including the one it was dated in, because voiding takes it out of your books. Bizconnekt refuses to void an invoice while it has an e-invoice (IRN) or a live e-way bill, a payment or an applied note. Cancelling an IRN alone does not remove the invoice: it still counts until you void it. Bills cannot be voided; deleting a bill removes it. If that period is already filed, raise a credit note instead of voiding.
Sorting, drill-down and export
Click a column heading to sort by it; the arrow shows the direction. Every column shown sorts both ways: click the heading again to reverse. Use the column chooser in the table header to hide, show, drag into a new order or reset the columns; that choice is remembered too.
Rows come 10 at a time; the pager at the bottom lets you change Items per page and jump to a page. The sort is done on the whole report, not only the page you see, and your choice is remembered for this report.
Click the document number, or use Open Document in the row's action column, to open the invoice, or the credit note for a credit-note row, in a new browser tab.
There is no Excel, print, PDF or email on this report. For a file to upload to the GST portal, use the GSTR1 report.
Who can see it
Open the report with View on Tax Reports. Without it the report list shows a No Access page. Tax Reports has only View and Add/Edit, and a report changes no record, so Add/Edit makes no difference here. The report is for the business unit you are working in: switch business unit first if you keep more than one GSTIN.
On mobile
In the mobile app open Reports, choose Tax Reports, then Summary of Outward Supplies. Use the filter button to pick a Month; it opens on last month. Choosing a Quarters value reports that quarter and replaces the month; choosing a Year switches the Month and Quarters lists to that year, as on the web.
Tap a column heading to sort by it; every column shown sorts both ways, so tap it again to reverse. Choose 10, 25 or 50 rows a page. The download icon shares a CSV file of the rows on the screen through your phone's share sheet, not an Excel file. Rows do not open the document. Same on iPhone and Android.
The Android app is on Google Play. The iPhone app is coming soon to the App Store.
Problems and fixes
A credit note looks like a sale
Credit notes are listed with positive amounts under Invoice Number. Check the number against your credit notes list.
An invoice is missing
Only posted documents dated inside the period are listed, and an invoice dated before your go-live date is not in these books. Check the period tag and the document date.
The report page says No Access
Your role does not have View on Tax Reports. Ask an administrator to turn it on.