Kisi CA se poochhein ki unhein kya chahiye aur jawab aamtaur par hota hai "aapka data", jo sahi hai aur agar aapko pehle se yeh matlab na pata ho toh bilkul bekaar hai.
Yahan practical version hai, aur zyada kaam ki baat, jab yeh galat hota hai toh kaam ko kya dheema karta hai.
Sales, poori tarah
Us avdhi ki har sale, invoice number, tareekh, customer, taxable value aur tax ke saath. Yahan kaam karne wala shabd hai har.
Ek CA lagbhag kisi bhi format ke saath kaam kar sakta hai. Jiske saath woh kaam nahi kar sakte woh hai aisa set jisme kuch sales gayab hon, kyunki andar se yeh jaanne ka koi tareeka nahi ki yeh adhoora hai. Yeh tab tak theek lagta hai jab tak kisi aur cheez ke khilaf reconcile na ho, aur tab tak avdhi band ho chuki hoti hai.
Khareed, jise log bhool jaate hain
Sales bhej di jaati hain; khareed aakhri din yaad aati hai. Lekin aapke khareed records hi input credit tay karte hain, aur ek gayab khareed invoice woh paisa hai jis par aapne tax chukaya aur wapas claim nahi kiya.
Yeh woh sabse aam tareeka hai jisse chhote business filing ke samay chupchaap paisa khote hain, aur khareed ko aane par hi record karke, mahine mein dhundhne ki bajaye, isse poori tarah bacha ja sakta hai.
Credit note, apni alag list ke roop mein
Return aur sudhaar alag document hain aur unhein alag document ke roop mein saunpa jaana chahiye, jin invoice ko woh sudharte hain unka hawala dete hue.
Agar iski bajaye original bill edit karke return sambhala gaya, toh saunpne ke liye kuch nahi bachta, aur sales ka aankda chupchaap usse asahmat ho jaata hai jo asal mein vasoola gaya. Yeh apna alag article hai, aur yeh woh aadat hai jiski CA sabse zyada shikayat karte hain.
Invoice series woh pehli cheez hai jo woh check karte hain
Number bina kuch chhode kram mein chalne chahiye. Ek gap turant sawal khada karta hai: kya wahan koi invoice tha, aur woh kahan hai?
Aamtaur par jawab nirdosh hota hai, ek cancel hua bill ya shuruaat mein ek test entry. Lekin har gap ek baatcheet ki keemat leta hai, aur agar aap ek hi number series share karne wale do counter se bill karte hain, toh aapke paas gap ke saath-saath overlap bhi honge, jo kahin lambi baatcheet hai.
B2B invoice par GSTIN
Ek business customer ka GSTIN us samay invoice par hona chahiye jab yeh jaari ho. Baad mein jodna, jab unka accountant poochhe, toh iska matlab hai pehle se report ho chuke document ko amend karna.
Jo aadat banani chahiye woh hai ek baar poochhna, jab aap pehli baar us customer ko record karte hain, na ki har sale par ya kabhi nahi.
Asal mein unka kaam kya dheema karta hai
Yeh shayad hi kabhi matra hoti hai. Ek CA bahut sare transaction jaldi process kar sakta hai agar set susangat ho.
Jo cheezein dheema karti hain: numbering mein gap, jaari hone ke baad edit kiye gaye invoice, gayab GSTIN, ek hafte mein teen batchon mein aati khareed, aur aise aankde jo aapke bataye beche hue aur document mein dikhaye ke beech mel nahi khaate. Har ek ek sawal hai, aur har sawal ek message thread hai.
Ek saath bhejein, aakhri din nahi
Filing ki deadline hoti hai aur aapke CA ke paas bhi wahi deadline wale doosre clients hote hain. Jo material tukdon mein, der se aata hai, woh har kisi ke tukdon mein, der se aane wale material se muqabla karta hai.
Jo deadline aapke business par lagu hoti hai woh aapke registration prakaar aur turnover par nirbhar karti hai, aur woh revise hoti rehti hain, toh inhein maan lene ki bajaye apne CA se confirm karna behtar hai. Jo hamesha sach hai woh yeh hai ki jaldi bhejna dhyaan mein sasta hai, aur kabhi-kabhi fees mein bhi.
Woh format poochhein jo woh chahte hain
Kuch CA spreadsheet chahte hain, kuch ek khaas export chahte hain, kuch PDF se khush hain. Ek baar poochhkar phir har mahine wahi cheez bhejna ek baar-baar hone wali baatcheet hata deta hai.
Iska matlab yeh bhi hai ki maasik saunpna ek faisla nahi balki do minute ka kaam ban jaata hai, aur jo kaam faisle hote hain wahi talte hain.
Jo aapne bheja uski apni copy rakhein
Apne CA ko jo bhi bhejein, wahi set khud bhi rakhein. Isliye nahi ki aapko un par bharosa nahi, balki isliye ki chhe mahine baad "August mein humne kya file kiya tha" ke sawal ka jawab kisi aur ki inbox par nirbhar nahi hona chahiye.
Yeh sabse zyada tab mayne rakhta hai jab aap kabhi accountant badlein, jo logon ki yojana se zyada baar hota hai. Jo business apne records khud rakhta hai woh ek hafte mein CA badal leta hai. Jo nahi rakhta woh kisi aur ki files se apni hi history dobara banane mein ek mahina lagata hai.
Woh aadatein jo saara kaam karti hain
Upar ki lagbhag har baat chaar chhoti cheezon tak simat jaati hai jo usi waqt ki jaati hain, mahine ke aakhir mein nahi.
Sale jab ho tab record karein, baad mein yaad se nahi. Khareed jab saamaan aaye tab record karein, jab aap use dhundh rahe hon tab nahi. Business customer ki service pehli baar karte hi uska GST number maangein. Aur jab kuch sudharna ho, toh use credit note se sudhaarein, purana bill kholkar nahi.
Inmein se koi bhi us waqt additional samay nahi leta. Yeh chaaron mahine ke aakhir mein kaam hataate hain, aur milkar zyadatar un sawaalon ko khatam kar dete hain jo CA ko wapas poochhne padte.
Vanij yahan kaise fit baithta hai
Vanij HSN-wise aur tax-saaransh view ke saath ek GSTR-1 style export banata hai, invoice numbering ko har counter ke hisaab se kramabaddh rakhta hai taaki do billing point takra na saken, supplier ke khilaf khareed record karta hai, aur sudhaar edit ki bajaye credit note se sambhalta hai.
GST invoice kaise banayein aur GST billing software bhi dekhein.
