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Compliance

Everything between a booked invoice and a filed return.

The flow File GSTR-1 → Check GSTR-3B → Reconcile 2A / 2B → Export to Tally
019 minReview and file GSTR-1Run the pre-filing checks, then download portal-ready JSON. 025 minCheck the GSTR-3B summaryRead the computed summary and what feeds each box. 03Most used4 minReconcile 2A / 2BMatch purchases against the portal and resolve mismatches. 048 minExport the period to TallyCheck the warnings, then export vouchers and masters.
Roles Who can do what Which roles can file, export and view — and which Compliance screens a client's own logins never see. Read →
SCREENSHOT · the Compliance group expanded in the app sidebar, showing GSTR-1 Return, GSTR-3B Summary, 2A / 2B Reconciliation and Export to Tally

Two client-level settings decide what this month looks like before you open any of these four screens. Both live on the client's own row under Sidebar › Manage Clients.

GSTR-1 Filing Frequency sets whether the client files monthly or quarterly. Every due date and countdown Quillix shows for that client is derived from this one field, and it never second-guesses the setting — get it wrong and the tracker chases the client on the wrong date.

Monthly
Turnover above ₹5 crore, or a client who has opted out of QRMP. Due the 11th of the following month.
Quarterly
Turnover at or below ₹5 crore under QRMP. Due the 13th of the month after the quarter.

Engagement Type declares whether the client uses Quillix themselves or whether you work on their behalf — and it changes which pages exist for that client, so it is worth getting right at creation. Left unset, a new client saves as Bookkeeping + GST.

Bookkeeping + GST
The client raises their own invoices in Quillix, and you take the finished data through to Tally and the returns.
GST Filing only
The client does not use Quillix at all. You paste their monthly invoice register in, and Quillix validates the GSTINs, classifies B2B, B2CS and B2CL, and reconciles it for GSTR-1.
GST only
A client set to GST Filing only has a flat sidebar with no groups, so every click path here loses its middle step — Sidebar › GSTR-1 Return, not Sidebar › Compliance › GSTR-1 Return. GSTR-1, GSTR-3B and Export are all there; 2A / 2B Reconciliation is not. Sales reach GSTR-1 through GST Filing Import rather than by being raised in Quillix, and the HSN Summary comes from that uploaded workbook — so it is read-only, and a correction means re-uploading the file rather than editing the table.

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