One GSTR-2B statement: the input tax credit statement GSTN drafts every month from what suppliers filed, for one recipient GSTIN and one monthly GST fiscal period. It is not filed and has no filing status, and it cannot be deleted. GST return provisioning creates one per active regular registration per month, with the expected Generation Date set to the 14th of the following month. Each statement holds two sides in the same section tables. The books side is built by Process GSTR2B (or the Process GSTR-2B data scheduled job) from the period's purchase tax lines: bills become B2B invoices and purchase returns become credit/debit notes. The portal side is fetched from GSTN by Pull From GSTIN through the GSP integration and covers every section, including amendments, ISD credits, imports, e-commerce documents and the ITC summary. Each action changes only its own side. The Reconciliations tab pairs the two sides document by document as Matched, Mismatch, Missing in Books or Missing in GSTN. GSTR-3B table 4A reads only the portal side. See the GSTR-2B guide in the Tax Center documentation for the full procedure.
Fields
| Field | Label | Type | Required | What it does |
|---|
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created On | DateAndTime | Yes | |
CutoffDate | Cutoff Date | Date | | The last date of supplier filings this statement includes. Supplier filings after it appear in a later month's statement, which explains documents that are in your books but missing from GSTN this month. |
GenerationDate | Generation Date | Date | | When GSTN generates the statement. Provisioning sets the expected date, the 14th of the following month, and a successful pull replaces it with the date GSTN reports. The GST console shows Awaiting GSTN Data before this date and Not Synced after it until the statement is pulled. |
GSTFiscalPeriodId | GST Fiscal Period | Lookup → GSTFiscalPeriod | | The monthly GST fiscal period the statement covers. Process GSTR2B and Pull From GSTIN both refuse a statement without it. The scheduled processing job and the automatic pull after GSTN authentication work on statements whose period is Open. |
GSTIN | GSTIN | Text | | Your own 15-character GSTIN, the recipient of the supplies. A malformed value is refused on save. Decides which purchase tax lines Process GSTR2B reads and which GST Registration session Pull From GSTIN uses; both actions refuse a statement without it. |
Id | Id | Guid | Yes | |
Label | Label | Text | | Display name of the statement, set by provisioning as GSTR-2B followed by the period, for example GSTR-2B Aug 2026. |
LastProcessedSourceCount | Source Rows Processed | Number, hidden | | Hidden. Number of purchase tax lines read by the last Process GSTR2B run; a lower count on the next run, after a document is deleted, forces reprocessing. |
LastProcessedUtc | Last Processed | DateAndTime | | Change time of the newest purchase tax line taken in by the last Process GSTR2B run. Together with the hidden source-row count it lets an unchanged period be skipped. |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | Yes | Reference of the statement. Statements created with New are numbered by the GSTR-2B Headers Name Setting (series GSTR2B); provisioned statements are named after the GSTIN and period. |
OwnerId | Owner | Lookup → UserAccount | Yes | |
ProcessedInvoiceValue | Processed Invoice Value | Decimal | | Total value (taxable value plus tax) of the books side, written by Process GSTR2B. It is not the ITC amount and not the GSTN figure; the GST console card shows the portal side's value instead. |
RecordTypeId | Record Type | Guid | | |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified On | DateAndTime | Yes | |
Actions
| Action | Label | Type | What it does |
|---|
AddTransactionInBooks | Add In Books | ServerAction (AddTransactionInBooks) | Shown on the Missing in Books tab. Records nothing on a GSTR-2B statement; post the missing bill through the normal purchase process. |
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Edit | Delete |
DeleteListHeader | Delete List Header | Delete | Delete List Header |
DeleteListRow | Delete List Row | Delete | Delete List Row |
Edit | Edit | Edit | Edit |
EditListHeader | Edit List Header | Edit | Edit List Header |
EditListRow | Edit List Row | Edit | Edit List Row |
GetGSTR2B | Get GSTR2B | ServerAction (GetGSTR2B) | Returns the section-by-section summary shown on the Overview tab: document count, taxable value and the four tax heads per section, plus the ITC available and not-available totals when present. Books side by default. Read-only. |
GetGSTR2BReconciliation | Get GSTR2B Reconciliation | ServerAction (GetGSTR2BReconciliation) | Returns the document-by-document comparison of the books and portal sides shown on the Reconciliations tab, with a Matched, Mismatch, Missing in Books or Missing in GSTN status per document. Read-only; nothing is stored. |
IgnoreTransaction | Ignore | ServerAction (IgnoreTransaction) | Shown on the Missing in Books and Missing in GSTN tabs. Records nothing on a GSTR-2B statement. |
New | New | New | New |
ProcessGSTR2BData | Process GSTR2B | ServerAction (ProcessGSTR2BData) | Process GSTR2B. Builds the books side from the period's purchase tax lines for the statement's GSTIN that carry a supplier account: bills into B2B, purchase returns into credit/debit notes. Incremental: skips when nothing changed, otherwise updates changed documents, adds new ones and removes vanished ones. Never touches the portal side. Refused without a GSTIN or GST fiscal period. |
PullFromGSTIN | Pull From GSTIN | ServerAction (PullFromGSTIN) | Pull From GSTIN. Opens the GSTN authentication panel; once the GSTIN has a live session, Proceed requests the statement from GSTN through the GSP integration. The reply is normally imported automatically, replacing every portal section and the ITC summary and setting Pull Status to Imported; a second click imports a reply that is still waiting. A GSTN refusal sets Pull Status to FetchFailed with the reason in Pull Message and keeps the previous portal rows. Needs a GST Registration authenticated within the last 6 hours. |
VendorFollowup | Vendor Follow-up | ServerAction (VendorFollowup) | Shown on the Missing in GSTN tab. Records nothing on a GSTR-2B statement; follow up with the supplier through your usual process. |
