GSTAgentHelpGetting Started
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Getting Started

Set up your account, enter your access code, and navigate the GSTAgent dashboard.

In this guide
What is GSTAgent?Creating your accountEntering your access codeNavigating the dashboardSwitching between clients
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What is GSTAgent?

GSTAgent is a GST reconciliation and audit platform built for Chartered Accountants and tax professionals. It automates the matching of your clients' Purchase Register against GSTR-2B data filed by suppliers, identifies ITC discrepancies, flags RCM entries, and prepares working sheets for GSTR-9 annual returns.

Key capabilities include:

  • GSTR-2B Reconciliation — Match purchased invoices against supplier-filed data
  • Tally Bridge — Auto-sync purchase data directly from TallyPrime
  • ITC Working — Compute eligible ITC with Rule 42/43 reversals
  • Monthly Tracker — Save and revisit reconciliation reports across all 12 months
  • GST Audit — Identify blocked ITC, RCM liability, and capital goods
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GSTAgent Dashboard Overview

Creating your account and logging in

GSTAgent uses Google Sign-In. No separate password is needed.

1
Visit gstagent.in
Open gstagent.in in your browser and click Sign In.
2
Sign in with Google
Click Continue with Google and select your firm's Google account. Use the same Google account each time — access codes are bound to one Google account.
3
Enter your access code
After signing in, you will be prompted for your subscription access code. See the next section.
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Login screen with Google Sign-In button
💡 If you use multiple Google accounts, always sign in with the one linked to your subscription code. Using a different account will be blocked for security.

Entering your subscription access code

Your access code is sent to your email when you subscribe. It looks like CAS-XXXXXXX or CAF-XXXXXXX.

1
Locate your access code
Check the welcome email from contact@gstagent.in. The subject line will say “Welcome to GSTAgent — Your Access Code”.
2
Enter the code on the login screen
Type or paste your code in the Access Code field and click Verify.
3
Access granted
On successful verification, the dashboard opens. Your session is valid until you close the browser tab or 30 minutes of inactivity.
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Access code entry screen
💡 Your access code is reusable — you do not get a new code on each login. Keep it safe. On subscription renewal, your same code is extended with a new expiry date.

Navigating the dashboard

The GSTAgent dashboard has a sidebar navigation on the left and the main workspace on the right.

Upload & Reconcile
Upload PR and GSTR-2B files, run reconciliation
Results
View matched, unmatched, and flagged invoices
Monthly Tracker
Save and revisit 12-month reconciliation history
ITC Working
Compute eligible ITC with Rule 42/43 adjustments
Vendor Analysis
Supplier-wise ITC risk and filing compliance score
GST Audit
RCM, blocked ITC, capital goods, and GSTR-9 prep
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Dashboard sidebar navigation

Switching between clients

One GSTAgent subscription can manage multiple client GSTINs (up to the limit of your plan).

1
Go to Client Dashboard
Click Client Dashboard in the sidebar to see all your registered clients.
2
Select a client
Click on any client card to switch to that client's workspace. All reconciliation and tracker data is isolated per client.
3
Upload new data
Go to Upload & Reconcile and upload the selected client's Purchase Register and GSTR-2B.
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Client selection dashboard
💡 The current client name is shown at the top of the sidebar. Always verify you are in the correct client workspace before running reconciliation.
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