GST & TDS Agent
A month's output GST and TDS checked before you file — totals by B2B/B2C and by the site's state, invoices to fix, TDS on subcontract bills, and the filing calendar. It never files.
A worksheet for whoever files your returns. It adds up the GST every invoice already carries, checks each invoice for the mistakes that mis-state a return, and tells you when each return is due.
📷 Screenshot spot — a GST & TDS Agent result for one month: the Output GST list, the "By place of supply (the site's state)" table, "Check before filing" with high and medium items, and the Filing calendar
Save as static/img/screenshots/ai-gst-tds.png and replace this box with 
What it reads
- Every tax invoice dated in the month, across the projects you can open — issued, partly paid and paid. Drafts and cancelled invoices are left out.
- The GST each invoice and line already carries — taxable value, CGST, SGST, IGST, cess — with the client's GSTIN and the place of supply.
- Subcontract bills certified in the month, with the TDS deducted — if you can see subcontracts and project cost.
- Your company's GSTIN and state code.
What you get
- Key figures: Invoices, Taxable value, Output tax, IGST, B2B invoices, Issues flagged, TDS on subcontracts, Next due.
- Output GST for the month — invoices, taxable value, CGST, SGST, IGST, cess, total tax, and TDS your clients should deduct (check 26AS).
- B2B / B2C and By place of supply (the site's state).
- GSTR-1 tables: B2B invoices, B2C large (inter-state), and B2C small, by place of supply and rate.
- Check before filing, TDS on subcontract bills certified in the month, the Filing calendar and What this means.
How invoices are grouped
| Rule | Detail |
|---|---|
| Place of supply is the site | For a works contract the place of supply is where the building stands, so the state table groups by the site's state, not the client's registration |
| B2B | The client has a GSTIN on the invoice — even one that fails its check digit |
| B2C large | No client GSTIN, inter-state, invoice value above ₹2,50,000 |
| B2C small | Every other invoice without a client GSTIN, consolidated by state and rate |
Check before filing — flagged, never rejected; nothing is left out because of a flag:
| Check | Severity |
|---|---|
| Your company has no GSTIN, or no state code | High |
| Invoice has no place of supply, or no supplier state | High |
| IGST on an intra-state supply, or CGST/SGST on an inter-state one | High |
| CGST and SGST differ | Medium |
| Client GSTIN fails its check digit (kept as B2B — confirm it with the client) | Medium |
| Subcontract bill above ₹30,000 with no TDS deducted | Medium |
| No client GSTIN — reported as B2C | Low |
| Draft invoices dated in the month — not included | Low |
| Client registered outside the site's state | Info |
Filing calendar (monthly filer)
| Return | Due |
|---|---|
| GSTR-1 | 11th of the next month |
| GSTR-3B, and pay the tax | 20th of the next month |
| Deposit TDS deducted | 7th of the next month (30 April for March) |
| Quarterly TDS return (26Q) | 31 July, 31 October, 31 January, 31 May |
A date within 7 days shows as high; a date passed within the last 45 days shows as medium, worded "Confirm it was filed."
Run it
- In the sidebar, open Workspaces › Finance and click GST & TDS Agent under AI agents.
- Type the Month (YYYY-MM), for example
2026-08, or leave it empty for last month. - Click Run agent.
- Fix everything under Check before filing marked high, then run it again before you file.
Safeguards
The agent files nothing and cannot see the GST portal or TRACES, so it cannot tell whether a return was filed. Every figure on it is a worksheet for the person who files, who remains responsible for the return.
- It adds up the tax each invoice already carries and never recomputes it, so its totals match the invoices you printed.
- Anyone but a Company Admin gets a worksheet covering only the projects they are on, and it says so. A return is filed for the whole GSTIN — ask a Company Admin to run it for the complete figure.
- Without access to subcontract bills, the TDS section is left out and named, not estimated.
Tips
- Set your company's GSTIN and state code first; every CGST/SGST versus IGST split depends on them.
- Record each project's site state, so every invoice gets the right place of supply.
- Issue or cancel draft invoices dated in the month before you file.
- The admin can change how many days count as "due soon" with Due soon days in the agent's Settings panel.
Related
- Tax invoices — where GST is computed once and stored.
- Subcontracts — TDS section and rate on each order.
- Company settings — your GSTIN and state code.
- Project financials — the month's billing in context.