How do I record a return the CA filed?

1. Open Books → Compliance and click the return in the grid: GSTR-1 or GSTR-3B for a month, or 24Q or 26Q for a quarter.
2. If Margin hasn't worked it out yet, click Compute now.
3. Click Record what the CA filed….
4. Click Start from computed totals. The box fills with Margin's own totals, written in a format Margin reads (JSON); change only the numbers the CA filed differently.
5. Type the ARN or acknowledgement number.
6. Set Filed on, the day it was filed, from the portal's acknowledgement.
7. Click Record + diff. Margin shows the CA's figures beside its own, and whether they agree.

Admins, finance and board members can record a filing. Once recorded, the button says Replace recorded filing…, with the day it was filed beside it.