Getting Started: The 5-Minute Reconciliation Guide

Welcome to TaxCopilot! Our engine is designed to eliminate manual Excel matching so you can reconcile your GSTR-2B with your Purchase Register in seconds.

Follow this quick guide to run your first reconciliation, identify your ITC at risk, and automatically follow up with non-compliant vendors.

🚀 Try It Yourself: Download Sample Data

Want to see TaxCopilot in action before using your real client data? Download our sample files below to test the matching engine.

📥 Download Sample Purchase Register and GSTR2B (CSV & JSON)

Instructions: Save .zip files to your computer, and unzip then add a test client, and upload these files in the Reconciliation tab to see how the engine instantly catches a missing invoice!

Step 1: Add Your Client

Before matching data, you need to set up a workspace for your client.

1. From the left sidebar, click Dashboard.
2. Click the + Add Client button in the top right corner.
3. Enter the Company / Firm Name and their Primary GSTIN.
4. Click Save. You will now see them listed on your dashboard. Click Select next to their name to begin working on their account.

Step 2: Upload Your GST Data

TaxCopilot allows you to upload raw files directly from the GST Portal and your accounting software.

1. Navigate to the Reconciliation tab on the left sidebar.
2. Select the correct return period from the dropdown (e.g., 2023-10).
3. Click Upload 2B and select the raw JSON file downloaded directly from the government GST portal.
4. Click Upload Purchase and select your client’s Purchase Register CSV.

Step 3: Map Your Columns (No Templates Required!)

We don’t force you to use strict templates. TaxCopilot adapts to your CSV files.

1. After uploading your Purchase Register, the Map Your Columns window will appear.
2. Simply match our required fields on the left (e.g., Invoice Number, Supplier GSTIN, Taxable Value) with the corresponding column headers from your specific CSV file on the right.
3. Once mapped, click Confirm & Upload.

Step 4: Run the Engine

1. Once both files are uploaded successfully, the Run Match button will turn blue.
2. Click Run Match.
3. In seconds, the engine will process the data and display a financial summary at the top, showing your Total ITC, what is Matched, and exactly how much ITC is At Risk or facing a Timing delay.

Step 5: Understand Your Results

Scroll down to see your invoices automatically sorted into clear, actionable buckets:

• Matched Exact: Invoices where the GSTIN, Invoice Number, and Taxable Value match perfectly between your books and the portal.
• Missing in Books: Invoices the vendor uploaded to the portal, but you haven’t recorded in your purchase register.
• Missing in 2B (Action Required): Purchases you recorded, but the vendor has not filed in their GSTR-1. This is your ITC at risk.

Step 6: One-Click Vendor Follow-Up (AI Copilot)

Don’t waste time typing out emails to non-compliant vendors. Let our AI do it for you.

1. Go to the Missing in 2B tab.
2. Find the missing invoice and click the Follow UP button.
3. TaxCopilot’s AI will instantly draft a polite, urgent WhatsApp message containing the exact Vendor Name, Invoice Number, Date, and the specific Tax Amount pending.
4. Click Send via WhatsApp to instantly open WhatsApp Web and message the vendor.

Step 7: Export Your Final Report

Need to share the results with your client or save a copy for your records?

1. Click the Export CSV button at the top of the Reconciliation page.
2. TaxCopilot will instantly generate and download a clean, formatted Excel file containing the exact match status of every single invoice.

Need further assistance?

If you encounter a specific error or need help with your billing plan, click Help & Support in the left sidebar to submit a ticket directly to our team.