Skip to main content
Besides the return drafts, the client’s GST tab has four reports: Eligible ITC, GST analysis, GST health and GST portal. All of them read data; none of them files anything. Pragma never files, saves or replies to anything on the GST portal. Every figure in the GST portal view is the portal’s own. Who can do this: anyone who can open the client’s GST tab. That is an Owner for any client, or a Manager or Preparer assigned to the client. Marking Sec 17(5) blocks and signing periods off need an Owner, or a Manager assigned to the client. To open a report, choose Tax, then GST on the client, then the report in View.

Eligible ITC

Eligible ITC shows the period’s credit, one document per row, as the GSTR-3B draft treats it. It also holds your Sec 17(5) decisions.
1

Choose the scope

Set Period to Latest, a single period, or a financial year “to date”. Use Category and the search box (supplier, GSTIN or ledger) to narrow the rows.
2

Read the totals

The tiles show Eligible, Reverse charge, Blocked 17(5) (4(B)(1)), Time-barred / unavailable, and Held: not in books / 2B (4(B)(2)). The categories are Eligible, Reverse charge, Blocked, Sec 17(5), Time-barred, Sec 16(4), Not available per 2B, On 2B, not in Pragma, 2B above the books, Not on 2B and Missing GSTIN or number. The notice lists periods with no GSTR-2B imported, which show no credit until it is, and periods whose 2B is not out yet.
3

Mark Sec 17(5) blocks

Open a row’s Row actions:
  • Block under Sec 17(5)… opens Block credit under Sec 17(5). Choose the Clause, optionally add a Note (up to 500 characters, shown on the report and the export), and select Mark blocked.
  • Confirm not blocked records that you checked the document and it is not blocked. The Sec 17(5) column then shows Not blocked (CA).
  • Clear decision removes your decision.
A ledger-name suggestion is only a prompt. The GSTR-3B draft does not reverse a block itself, so carry the Blocked 17(5) total into 4(B)(1) when you file.
4

Export

Export CSV downloads every row of the chosen period or year, whatever Category or the search shows, with your blocks and notes. Select a row from Pragma to open its invoice.
If you choose Mark blocked without a clause, you see “Choose the clause the credit is blocked under.”

GST analysis

GST analysis reviews a financial year period by period. Choose the Year, then Show:
  • Period by period shows outward taxable value, tax by head, ITC on 2B, ITC claimable and Cash payable.
  • Top customers and Top suppliers rank parties by taxable value.
Credit and cash need the period’s GSTR-2B. The cash figure is before any Sec 17(5) reversal and excludes interest and late fee. A period without a 2B shows No 2B or Needs 2B.

GST health for one client

GST health is the client’s own copy of the firm-wide GST health register, and the place where periods are signed off.
  • Show Issues lists what needs attention. Select an issue to open the draft, reconciliation, compliance or profile view where it can be fixed.
  • Show Periods gives each period’s GSTR-1 and GSTR-3B filing state (Filed, Due, Overdue, Not applicable or Not owed), whether the 2B is Imported, and the three sign-offs: GSTR-1 review, 2B reconciled and GSTR-3B review. A sign-off shows who made it and when, Changed since review, or Not signed off.
  • An Owner or assigned Manager opens Sign-off actions to choose Mark GSTR-1 draft reviewed, Mark 2B reconciled or Mark GSTR-3B draft reviewed, or to clear a mark. The 2B and GSTR-3B options appear only after the period’s 2B is imported. The same menu has Open GSTR-1 draft and Open GSTR-3B draft.
A sign-off records who checked the draft, as it stood at the time. It does not file or submit a return.

GST portal

1

Check the connection

The notice under the toolbar shows the state of the client’s GST portal connection. Connected as shows the GST username and when the session expires; it renews automatically. Otherwise the notice asks the client to open their Pragma portal, choose GST portal and confirm with the OTP sent to their GST-registered mobile. Your firm never holds that OTP. See Connect the GST portal. Check filing status works without a connection.
2

Fetch what you need

Choose a Year, then:
  • Check filing status reads which returns of the year are filed, late or overdue.
  • Fetch returns opens a panel. Choose the Return period and select Fetch to read that period’s filing record, GSTN’s auto-populated GSTR-3B and, once filed, the GSTR-3B itself.
  • Fetch notices lists the notices the portal has issued.
Each fetch runs in the background, and the tables update when it finishes. A failed fetch shows its reason above the table.
3

Read the results

Use View to switch between three tabs:
  • Alerts: each issue, with Severity, Period, Return, Issue and Amount.
  • Returns: one row per period, with GSTR-1 and GSTR-3B state, GSTN auto vs 3B, Filed GSTR-1 vs filed 3B, ITC vs 2B, Interest + late fee and when it was Fetched. Select a period to fetch its returns.
  • Notices: each notice, with Ref ID, Module · alert code, Issued and Reply by.
Return states read Filed, Filed late, Due, Overdue, Not applicable or Not checked.

If something is refused or fails

  • “This client hasn’t connected the GST portal, or the connection has expired. Ask them to connect it from their portal.”
  • “A request to the GST portal is already running for this client. Wait for it to finish.”
  • “The GST portal connection is not available for your firm yet. Contact Pragma Chartered support to have it set up.”
  • “The GST portal session has ended. The client needs to connect again with a new OTP.”
  • “The GST portal did not answer. Try again in a few minutes.”
  • “The GST service refused the request. Try again later; if it keeps failing, tell your administrator.”
  • “Too many attempts. Wait a moment and try again.” Your firm has made too many portal requests in a short time.
  • “This client is archived, so nothing new can be sent or recorded for it. Its history stays readable; restore the client to work on it again.”
  • “Your role does not allow this action. Ask a firm owner or manager.” Sec 17(5) decisions and sign-offs need an Owner or the client’s assigned Manager.

Still stuck?

Open a case from Help & support in Pragma, or book a walkthrough and the team will show you around on a call. Can’t sign in? Contact support.