Filing Sales Tax Returns: A Step-by-Step Guide with Sales Invoice Management

1. Access the Sales Ledger:

  • Log in to Iris and navigate to the main dashboard.
  • Select “Invoice Management” from the Iris mega menu.
  • Choose the “Sales Ledger” submenu.

2. Add a New Sales Invoice:

  • In the “Sales Tax Invoice Management” section, click the “Add Invoice” button under “Domestic Transactions.”

3. Enter Invoice Details:

  • Select “Sales” from the radio options to indicate a sales invoice.
  • Enter the buyer’s registration number or CNIC in the provided field.
  • Choose “Sales Invoice” as the invoice type from the dropdown list.
    • If you’re adding a debit or credit note, select the appropriate type, and the system will adjust the fields accordingly.

4. Provide Invoice Information:

  • Fill out all mandatory fields related to the sales invoice and its items.
  • Click the “Save Item” button to store the information.

5. Manage Saved Items:

  • Iris will display the saved item details under “Item(s) List,” where you can edit or delete them as needed.
  • Repeat step 4 to add multiple items to the same invoice.
    • The invoice details will remain filled until you click “Clear” to enter items for a different invoice.

6. Return to Domestic Transactions:

  • Close the invoice details window to return to the domestic transactions section.
  • Use the filters to view and manage saved invoice records.

7. Access Invoices in Sales Tax Return:

  • All sales invoices, debit notes, and credit notes you’ve entered will be visible within their respective annexures in the “Sales Tax Return.”
  • When you create a Sales Tax Return, the system will automatically load any existing invoices, including third-party invoices.
  • If you’ve already created the return and need to add invoices afterward, click the “Load Invoices” button.

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