GST Sales Register and GSTR-3B Summary in Excel

<p>Tanvi Kulkarni is the accounts executive at Sahyadri HoReCa Supplies, a Pune distributor that supplies hotels, restaurants and caterers across Maharashtra and four neighbouring states. Last quarter the company's CA found a delivery to a customer's Goa kitchen billed with CGST and SGST instead of IGST: the right total, paid to the wrong government. From October 2024, every GST figure has to come out of a line-by-line sales register. Across five lessons you build that register from zero in your own personal workbook: GST rates looked up from the product list (without letting a trailing space make a product tax-free), the place of supply and the intra-state or inter-state decision, taxable value from GST-inclusive counter prices, credit notes and a cancelled invoice, CGST and SGST at half the rate each or IGST at the full rate, then a rate-wise summary with SUMIFS and a GSTR-3B Table 3.1 working that reconciles back to the register. Every lesson then hands the same job to your AI (Copilot, ChatGPT, Claude or Gemini) and shows you how to catch its mistakes. In the capstone your agent builds November, with a rate change from 1 November, and you prove it right. This is a simplified teaching version of GST, set in FY 2024-25 with the rate slabs of that time and a made-up rate notice: for real returns, follow current GST law, the rate notifications and the GST portal's formats.</p>

Tools: XLOOKUP and TRIM, LEFT and text vs numbers, IF and ROUND, SUMIFS and COUNTIF, Conditional Formatting, GST: CGST, SGST and IGST, AI Assistants for Excel