Steps to Export GST Data to File GSTR 3B Form

With CBEC announcing GSTR 3B filing for the month of July & August, numberz is introducing a simple 3-step procedure to help you with filing easily and hassle-free.

Prerequisite steps to export GST Transaction data –

  • Account on numberz platform
  • Raw transaction data for the month of July 2017

Step 1: Log in to numberz account and click on ‘Reports’ located in left side bar. 

 

Pro-Tip: You can also download business reports from here such as – Cashflow & Invoice report etc.

Step 2: In the upper horizontal tabs, look out for ‘GST’ tab right next to ‘Business’ tab
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Pro-tip: Are you missing any reports? Click on ‘Don’t see the report you want?’ link to flag the issues and we will sort it out for you!

Step 3: Download GST transactions for July Period. You can do this by choosing ‘Start Date’ & ‘End Date’. Click on download button to get the file.

Step 4: Voila! You have now downloaded the raw GST transaction data in Excel format.

Step 5: You need to convert the downloaded data into a report or format as required by Form GSTR 3B

Note:
A) You can use numberz GST filing solution. Learn more here or call +91-9015446666
B) If you are using professional help (via CA) or a different tax filing solution, then the downloaded transaction file needs to be used to compute the reports for filing GSTR 3B

Step 6: File form GSTR 3B through GST Portal.  Click on ‘Login’ at upper right corner and proceed to returns dashboard. You can enter the data for each section from the downloaded transaction details.

Happy GST
Send your reviews and suggestion to support@numberz.in

How To Use numberz GST Calculator?

numberz GST Pricing Calculator makes businesses help understand tax estimates under GST. It is for:

  1. Traders
  2. Manufactures
  3. Service Businesses
  4. and Hybrids (both goods & services)

Prerequisite steps for using GST Pricing Calculator –

  • Since numberz GST Pricing Calculator is for understanding your profit and loss, you must know the exact amount of units/quantity of your products (or services) and their respective rates per unit.
  • You will have to manually select all the tax rates.

Step 1: Click here to visit GST pricing calculator. This is your welcome screen. Insert your company/Firm name*, your email – you can use either your business email address or personal email address here, and your phone number to proceed to the next step.

 

Step 2: Once you have submitted your information, you will be prompted to choose your business type. Here are what they mean:

  • Trader – A trader is one who first buys and then sells the product or currency.
  • Manufacturer – A manufacturer is one who manufactures the products or commodity.
  • Service Providers – A commercial enterprise that provides work performed in an expert manner by an individual or team for the benefit of its customers
  • Hybrid – Those who indulge as service providers and trader/manufacturer. 

Step 3: Once you have selected your business type, there are different panels for different tax calculation. The path defers, but the end result is same! We are going to take ‘Traders‘ for this tutorial. This estimates your total turnover.

  1. For Traders

Enter the number of units or quantity to be sold. Use to the next panel to input the rates (yes, you can write in decimals as well). Next, enter the tax rates for Goods turnover.

 

Step 4: Under ‘Purchase’ block, enter the number of units for the item your purchase, insert subsequent rates as well. Tab all the rates mentioned in the calculator, this will help you estimate the sales cost. You also need to add the service charges, these are the kind of charges that included because of your non-operating expenses.

Step 5: This is it. You can now calculate net margin, saving and savings%, along with End Customer Price.

 

Happy Calculating.

Send your reviews and suggestion to support@numberz.in

How to use numberz GSTIN Collector Utility?

Prerequisite steps for using GSTIN Collector –

  • You should have GSTIN.
  • You should have email ID’s of your customer/vendors.

Step 1: Click here to visit GSTIN Collector utility. You will have three options here. You can create a new stand-alone account or sign-in with your existing Google account. If you choose to create a new ID, you can sign-in from the upper right corner.

 

Step 2: Once you have logged-in, fill in your details. While entering your email id, make sure you differentiate between register GSTIN email ID and the ID you used to log-in. Click ‘Next’ when you are done entering your information.

 

Step 3: Now comes the next step. This is the place where you can create and send emails to your vendors and customers. Do note that this is the mail that will be sent from your account. We have already created a template for you, however, if you wish to, you can edit it as well.

Step 4: Hit send to start inserting email addresses of your vendors/customers. You can even add Google contacts or upload excel sheet to insert contacts. Click on ‘TRACK’ on the upper slab to move on to next step.

Step 5: In this step, you can track your vendors/customers GSTIN. Your email ID’s are already shown on the panel. Check the contacts you wish to send the reminder and hit ‘Send Reminders’.

Step 6: In your in final step under ‘COLLECT GSTINs’, you can download GSTIN’s you received from your vendors and customers.

 

Voila, you are now all set to send and track invoices! Do send in your reviews and suggestion at support@numberz.in

How to Create GST Ready Invoice?

Prerequisite steps for GST ready invoice –

  1. You should be registered with numberz.
  2. You should have GSTIN number.
  3. You should have item name handy with you.

Step 1: Log in to GST Invoicing here and click on ‘Create GST invoice seconds’. This will make you land on welcome screen.

This is your welcome screen. You will be prompted with on-screen help to guide you further.

Step 2: Click on ‘Add Customer’ to add the customer you are willing to send your invoice.

 

Step 3: Clicking on ‘next’ will land you on Customer Information tab. Here you can insert your customer details such as name, email address and phone number. For tax info input, you will be needing Pan card details & GSTIN ID.

Do note that fields marked with star are required whereas field marked with thumbs up are recommended for the user.

Step 4: Once you have entered all the required inputs, head on to ‘Save’ button to register your customer information in your numberz account.

 

Step 5: Once you have saved your customer information, it is now time to add items to your GST invoice.

 

Step 6: Adding a new item will require you to update item information. Enter the item name, item description along with HSN/SAC code to categories your items and services. For easy accessibility, you can just start typing your name and we will automatically suggest your respective HSN/SAC code.

 

Step 7: In the next step, you will be required to select the tax rate. Our intelligent tax system will automatically select the tax slab based on your HSN/SAC but you can change it accordingly. Depending upon the place of supply, we will apply the tax rate to CGST/SGST or IGST.

Click on Save in top right corner to save your item information

Step 8: Clicking on the save will bring you back to the screen on step 6. Here you can check the GST tax rates.

 

Make sure all your calculations are correct in order. You can check net total at the lower right corner. Click on preview to see your invoice in PDF format.

 

Congratulations! You have successfully created your GST compliant Invoice.

 

How to sync your numberz data to Tally

 

Prerequisite steps for using Tally Sync – 

  1. You should be registered with numberz. 
  2. Download Tally sync for google chrome plug-in from here
  3. Should also have Tally installed on the system.

Step:1 Open Tally in the background with the company details updated. Now login using the same credentials you use in the numberz –

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 After login, you should be able to see the invoices and debit notes in the plug-in.

Step 2: Customer name(Sundry Debtors) and Item name(Stock Item) will be automatically created in Tally. User can also manually create Sundry Debtors and Stock Item manually. It automatically updates in numberz when user refreshes the page. 

Click Account info → Ledgers→ Display→ You  can see create Sundry debtors,duties and taxes, Sales account.

Click on create to add any of the mentioned ledgers. Click on Alter to delete and edit the ledger. 

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Step 3: Click on create mandatory fields and select any of the Sales Account, Sundry Debtors or Duties and Taxes. 

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Step 4 : Click on Inventory info → Stock items→ here also you can create, display and alter for the Stock item.

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Step 5 : Now you need to add the details of Name and Units. Unit of measures should be created before accepting.

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Step 6: In the chrome plug-in window, click Setup and navigate to taxes in the top bar. Your Tally’s duty and taxes should be same as your tax types and rates in numberz account. 

Note : This is a one-time setup. Once you finish the mapping, you can sync all the data back to Tally.

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Step 7 : Navigate to the Stock Items where you can set up the item line and numberz tax will automatically get mapped to the particular item line in Tally tax.

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Step 8 :  Click on Sync To Tally in left panel. You can now verify that your invoices and debit notes are present.

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Step 9 : Select the invoices which you want to sync to the Tally server and Click on Sync to tally.  The invoices will get automatically merge in the tally server under the selected company name.

Click Display → Trial book. You can see all the synced invoices from numberz

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Congratulations ! You have synced all your invoices and debit notes to Tally

 

Get paid faster

For any business, sending timely invoices and offering easy payment options is the key to get paid faster. Numberz helps you create professional looking estimates & invoices from easy to use templates & send using mail.

Just in case you need it , we have also given the option to follow up on pending invoices. And since everything is online, you can check the payment status anytime, anywhere. Once you get paid, you can easily reconcile invoices from bank transactions.

How to apply for a credit line

Step:1 When you click on the credit line, you will be greeted by a welcome window which explains about credit line, its benefits, easy and hassle free process.

screen-shot-2016-11-25-at-12-35-36-pm

 

Step:2 click on “got it” after reading that

Step:3 Here you can get an estimated credit after providing basic information using the sliders

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Step:4 Now for the actual credit line, click on “get credit line”.

Step:5 Here your credit line application process begins. Enter the company name, date of corporation, Company PAN and click continue.

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Step:6 Verify you aadhaar number with valid OTP and the details will get filled automatically once the aadhaar is verified. After that enter the PAN.

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Step:7 After clicking on save, click continue, you will see the details you have filled. Click “add more applicants” if you have more than one business partners, else continue

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Step:8 Click on the Choose Files to upload bank statements. One the upload is finished, click continue.

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Step:9 Validate the information provided is correct in the confirmation page and click submit button. You will get a success message.

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Step:10 Congratulations ! You have successfully applied for a credit line.

 

How To Get Invoicing Help When You Need It

We know that the hardest problems have the simplest solutions and so, we’ve introduced a guided interaction for creating invoices. Here’s how you can go about it:

If You’re Just Getting Started On numberz

Step 1:  When a new user is signing up, he/she is shown two options – one is “Guide me” and other “I will explore myself”.

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Step 2: When the user clicks on “Guide Me”, it will help the user create his/her first invoice after filling major fields like company information, customer info, item info and the price of the transaction. After reviewing the final price and all the details, the user can hit send.

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Step 3: Click on the plus icon to navigate to the company information popup, where you can fill up your company details and upload your logo.

Note: The details entered are editable later. All you have to do is, navigate to settings where you can edit and update the company details.

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Step 4: Once you have added the details of your company info, the tool tip will guide you through adding customer information. Fill all the required fields in the customer information page. Click on the save button to save all the information and it will be displayed in the invoices page.

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Step 5: Click next. Navigate to ‘add new item’ and it will navigate to the item information popup.

Step 6: Click next to review if the given prices are right or not.  Click send to save your invoices or send a mail to your customer.

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If You’re An Existing User

Step 1: When you click on  “Add invoices”, you can see an option called “Guide Me” in the top left corner.

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Step 2: Click on “Guide Me” to create your invoice and enjoy the tour as you learn how to create invoices more in detail.

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The numberz Safety Promise – Why Using numberz Is Perfectly Safe for your Business

Rest assured that your data is highly safe & secure both when it is transmitted over the internet and when it is stored/processed on our database and servers.

 

If you have to know the technical details, here it is.

 

SSL Encryption: The connection to this site is encrypted and authenticated using a strong protocol (TLS 1.2), a strong key exchange (ECDHE_RSA), and a strong cipher (AES_128_GCM).

Password Protection: Your password is not stored in its readable form in our database. We hash your password using bcrypt hashing (with an appropriate salt) and only store the hash in the database. At the time of login, we compare the hash of the provided password with the hash stored in the database. This ensures that no one can read your password, not even us!

Multi-user Security: We offer multiple permission levels that can limit the access privileges of each user, so you have complete control over who can access what. For e.g. your accountant or staff will have limitations on what data they can view & update.

Data Protection: Our server infrastructure (both application & database server) protect your data from unauthorized access. There are multiple levels of security checks and encryptions to make sure your data is safe. Our application and database layer are co-located in the same availability zones to prevent any “man-in-the-middle” attack (i.e. someone listening on the unencrypted data flow) from the outside.

Data Backup: All your data is backed up automatically in the cloud on a daily basis. This means we can retrieve data as necessary in case something goes wrong.

Privacy: Your data will not be shared with anyone without your prior permission. If you do decide to avail credit or loan, then you will be asked for explicit permissions for sharing your data. You can learn more about our privacy policy here.

 

Customize your company invoices on numberz

Have a custom template for your company invoices that work best for you? Well, no worries. You can now use it on numberz too! Here’s how:

Step:1 Login into your numberz account.

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Step 2: Edit the link and add ‘addtemplate’ to the end. Click enter.

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Step 3: Navigate to Invoices.

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Step 4: There are three main steps involved – upload your best template, map fields and click on confirmation.

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Step 5: You need to add two curly brackets around every text that would change in each invoice.

Example:{{ Bangalore}} {{MRF Traders}}

Step 6: Upload and navigate to the next page, where you can see the list of items entered inside the curly brackets.

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Step 7: Start mapping which fields needs to be entered in the numberz invoices page. So when you enter the data in numberz ; it will automatically appear in the particular fields.

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Step 8: Once all the fields are entered, click Next. You’re good to create the invoices in your template!

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Note:

  1. If there is incomplete info in the mapping fields, you will receive an error message.
  2. You can place the logo where you need in the invoices and upload. There is no mapping for that and it will display automatically.
  3. Terms and conditions do not require mapping. Simply enter the text and upload it. It will be printed exactly where placed originally in the invoice.