A month belongs to a GSTIN.
A record belongs to the month.
Keep client records grouped by registration, report month and selected marketplace.
Mehta Trading Co.September 2026
Marketplace salesDirect salesCredit notesBuilt for Chartered Accountants
From scattered
records.
To a return
you can trust.
GST preparation, client records, reconciliation and review in one workspace for CA firms. Keep every figure connected to its evidence.
Create your CA firm workspace. Start with your first client.Source to summaryPrepared for your review
SumGST / CA workspaceInteractive illustration
Sample CA firmCA workspace
Work queueClients
Mehta Trading Co.
September 2026 · Monthly filingUpload filesGSTR-1 summaryReadinessReports & exports
Working taxable value₹1,99,500
Source taxable value₹1,97,500
Difference to review₹2,000
Source recordWorking valueReview
Marketplace salesINV-1042 · source row 42₹1,20,000Difference
Direct salesINV-1043 · source row 18₹84,500Agrees
Credit noteCN-0081 · source row 7-₹5,000Agrees
Source records stay connected to the working figures.Fictional data
Customer portalMehta Trading Co. · SeptemberSEP
Monthly source records
All files uploadedCustomer confirmed · ready for CA review
Explore the tabs above · illustrative interfaces with fictional data
YOUR CLIENT’S RECORDS.YOUR PROFESSIONAL JUDGEMENT.ONE CONNECTED WORKSPACE.
ONE CONNECTED WORKING PROCESS01Collect02Reconcile03Investigate04Review05Prepare
The work before the return
The return isn’t the hard part.
It’s everything before it.
A file in one place. A figure in another. A question that takes you back to the beginning. Preparation feels different when the context stays together.
sales_final_v3.xlsxWhich version?
₹2,000 differenceWhere did it start?
September recordsIs everything here?
Review noteWhat changed?
The answer starts with connected records.
How it works
Every record has a place.
Every number has a story.
A deliberate path from source records to a return working summary. Explore each stage.
Give the month a starting point.
Keep marketplace reports with the right GSTIN and month. Clients upload through their own portal; your firm works from the same records.
Source files · GSTIN · report monthSource recordsIllustration
sales-september.xlsxSeptember 2026 · Marketplace Received
direct-sales.xlsxSeptember 2026 · Direct sales Received
credit-notes.xlsxSeptember 2026 · Credit notes Received
The professional’s working desk
Built for the details
that matter.
From a practice-wide view to a single source row. Keep enough context to make the next decision.
Try a working exampleA month belongs to a GSTIN.
Follow the figure.
Keep the evidence.
Open the underlying source record while reviewing a transaction. Correct a figure with its context in view.
Working value₹1,20,000Source row 42₹1,18,000
Fictional example · ₹2,000 to investigatePrepared is one state.
Filed is another.
Review readiness and supported exports, then record GST filing after it has happened. Your dashboard reflects recorded filed returns.
Records receivedWorking summary reviewedFiling recorded by CA
A small working example
See what clarity looks like.
Three records. One difference. Select a row and inspect its source evidence. Nothing to upload. No account needed.
Interactive sampleFictional data · runs entirely in your browser
Select a working record 03 records
Choose a row. Follow the number back to its evidence.
WORKING RECORD / INV-1042
Marketplace sales
Source₹1,18,000
Working₹1,20,000
Difference₹2,000
A ₹2,000 difference is present. Inspect the source row and confirm the treatment before review.
Ready to organize your own client records?
Create your CA workspacePurposeful tools. Connected context.
A more considered
way to prepare.
See the practice.
Open the working paper.
Financial-year views, monthly and quarterly filing groups, and client status filters help you move from an overview into the right workspace.
Total clients12Illustrative practice
Monthly GST filedFiled returns only
4Apr
6May
5Jun
3Jul
7Aug
8Sep
–Oct
–Nov
–Dec
–Jan
–Feb
–Mar
Marketplace records,
in their place.
Clients choose their selling platforms and upload the files configured for each one.
Marketplace XLSXSupported ZIP reportsMapped Excel imports
A visible review trail.
Readiness, return revisions and filing evidence help distinguish a working draft from a recorded filing.
Current revision
Keep the decision with the work.
Keep the decision with the work.
Two portals. One connected process.
A clearer connection between
your firm and your clients.
Clients provide their records. Your firm prepares and reviews. Each portal has a clear part to play.
THE CUSTOMER PORTAL
A simpler way to provide records.
- Select selling platforms for the GSTIN.
- Upload the month’s required files.
- Confirm when all files have been provided.
September recordsAll files uploaded · customer confirmed
Customer sign in THE CA WORKSPACE
The context to move work forward.
- See customer upload confirmations.
- Inspect figures and source evidence.
- Prepare, review and record filing.
Client preparation statusCustomer confirmed · ready for CA review
CA sign in Context is the difference
Less fragmentation.
More visibility.
Greater confidence.
Organized recordsSource files stay with a client and period.
Visible differencesWorking figures can be inspected before review.
Evidence-linked figuresSource references support professional judgement.
Start with your first clientFor CA firms
Made for the way
professionals actually work.
One clear place to pick up the month.
Move from a client’s records to their working summary, without losing which GSTIN or period you are preparing.
Explore your workspaceYour monthly working desk
01Choose a client
02Inspect their records
03Prepare and review
A product you can inspect
Confidence comes from
being able to verify.
01Know the sourceInspect source references behind working transactions.
02Know the stateSeparate received records, preparation, review and recorded filing.
03Know the boundaryClients work with assigned GSTINs. Firm access is checked by the application.
SumGST supports preparation and review. It does not replace a Chartered Accountant’s judgement, verify statutory correctness, or automatically file a return with the GST portal.
A few practical questions
Clear before
you begin.
Understand where SumGST fits in your practice.
What does SumGST help me do?
Organize client source reports, inspect transactions and return working summaries, review readiness, prepare supported exports, and record completed GST filing. It is a preparation and review workspace for CAs.
Does it file returns directly on the GST portal?
No. SumGST prepares working summaries and supported exports. After filing outside the workspace, the CA records filing evidence and marks the return as filed.
What do my clients need to do?
Your firm creates or links the customer's mobile login and assigns their GSTIN. The customer selects their selling platforms, uploads records for a month, and confirms when their uploads are complete.
Can one customer have more than one GSTIN?
Yes. Your firm can link additional GSTINs to an existing customer login. Records and return periods remain separate for each registration.
Which files can I use?
The workspace supports configured marketplace reports, XLSX workbooks and supported marketplace ZIP imports. Some formats use column mapping. File requirements depend on the platform configuration; arbitrary file formats are not automatically supported.
Is the example on this page connected to my data?
No. Every interface on this page is a labelled illustration using fictional records. The interactive sample runs in your browser and makes no customer-data or upload requests.
What happens when I get started?
The Get started link opens the CA registration page. Create your firm workspace, then add or link a customer and their GSTIN. You can sign in separately if you already have an account.
RECORDS → CONTEXT → CONFIDENCE
Your next return deserves
a clearer starting point.
Bring your GST preparation workflow into focus with a workspace built around records, reconciliation, and review.
Create a CA firm workspace on the registration page.