Tutorial · GST · Do it in Phyntara

16 · CA desk: Square, IMS, Tally, bank, pack, close

How the practitioner files from books the company already saved — without asking for a zip on the 9th. About 12 min. As of August 2026.

This tutorial explains GST the way a new founder or accounts clerk needs it, and how the same work is done in Phyntara. It is teaching, not a legal opinion. Thresholds, due dates, and late fees change when the GST Council notifies them. Your CA files. Confirm the live rule on gst.gov.in before you act on a rupee.

This chapter is for the CA. Owners can read it so they know why pay is held. They still should not operate IMS.

Golden Square

Four legs: GSTIN live, books (purchase captured), 2B line, IMS action. Evaluate after you pull 2B/IMS or ingest JSON. Bank on Square is matched / unpaid / paid-unmatched — a signal, not a freeze on unpaid bills. Pull 2B from the portal when GST is connected, or upload GSTN JSON as fallback. Golden Square

IMS

Queue of supplier invoices. Accept / reject / pending. Pull from GSP or ingest the IMS list. Owner never sees this nav item. Confirming Accept is what releases a class of pay holds. IMS

Tally match

Import the Tally purchase CSV. We match to existing bills. We do not insert duplicates. Amount fight holds pay until the owner or CA overrides with a note. The company never sees the word recon. Tally match

Bank review

Import the bank CSV. Attach outflows by UTR, amount, and narration. Orphans and paid-unmatched after a week are for you to chase. A UTR that is not this bill’s amount holds that pay. Missing bank does not freeze unpaid bills. Bank review

Filing pack

Download the zip for the period: GSTR-1 JSON, invoice PDFs, purchase scans, 3B worksheet inputs, Tally and bank dumps, freeze log. That is what used to arrive on WhatsApp. Filing pack

Month close

Dry run: are this month’s sales and purchases in Phyntara, is Tally matched, is bank attached? If the GSTIN is not pilot-locked, the page tells you dual invoicing is the usual leak. Phyntara never files 3B from this screen. Month close

Freeze log

Every hold and unfreeze with who and why. Override books holds with a note. Unfreeze does not mean “claim ITC anyway.” Freeze log

GSTR-1 JSON

Built from issued invoices. Missing HSN or POS lists as a human error, not a silent bad file. Upload to the portal or push via GSP when connected. CSV remains for Excel.