Tax & CA paperworkIndia

Organise GST filing records and pending work

Gather the facts for your next move.

Prepare a period-by-period handover of GST forms, filed evidence, reconciliations and unresolved items.

ImportantOrganisationPrep worksheet

Who it goes to: Authorised GST preparer or CA; taxpayer's authorised GST Portal access

Where it applies: India — year, taxpayer type, regime and actual portal requirements matter

Prepare this
01 · What is this?

A practical GST handover list showing what was filed, where its evidence is, and what remains unresolved.

02 · When is it useful?

Use it when changing a preparer, chasing missing GST copies or trying to understand unfinished filing work.

03 · Start here

List one row or paragraph per form and period with its actual status and available filing reference.

Gather your pieces

  1. Use the GST financial year and month or quarter; income-tax AY labels are not GST filing periods.
  2. Distinguish a draft or submission from a filed record, using the actual official portal status and available acknowledgement.
  3. GSTN's linked guide demonstrates records and tracking for GSTR-9C; confirm the current process for your own return type and period.

Your prep sheet

Replace each [bracketed label] with your own verified details. Open the editor to make it yours, then read it through before sending.

GST RECORDS AND FILING HANDOVER
Prepared by: [Your name]
For: [Person or office]
Date: [Preparation date]
GST financial year and periods: [GST financial year and filing period]

Forms, actual status, filing dates and masked filing references:
[GST forms and status]

Invoice and ledger records, reconciliation and unresolved differences:
[Reconciliation and records]

Relevant facts:
[Relevant facts]

Missing records or dependencies:
[Open items and dependencies]

Next responsible person, access arrangement and deadline check:
[Next responsible person and next check]

Handover or assistance requested:
[Help or action requested]

For each period, please distinguish filed evidence from a draft or incomplete task and identify the available acknowledgement and copy. Please list any invoice correction, unresolved ledger difference, missing client information or further approval without assuming that it creates a tax credit or refund. Record who will review each open item and check the applicable official deadline. Keep credentials and full private financial documents out of this worksheet; deliver necessary records through the agreed authorised channel.

Your next moves

  1. Verify the period-specific filing record through authorised portal access.
  2. Ask the responsible adviser to review discrepancies and the current official due date; this sheet does not claim tax recovery or input credit.

Real-world check

Original handover worksheet. It is not a GST return, reconciliation certification, credit claim or recovery calculation. The official source is a route and records reference, not a universal current due-date list.

Sources & official links