Can I get a yearly summary for my accountant?

Yes. There is a block on your Finance screen built for exactly this, running from the start of the Indian financial year rather than from January.

Its own subtitle says what it is for: useful for GST and income-tax filing.

What it gives you

A year-to-date figure for each of:

• Item sales, with the order count
• Shipping charged — marked kept by you · no fee
• Your earnings
• Platform fees paid
• Discounts given
• Refunded orders, with how many
• Paid out to bank
• GST TCS, if your store is registered for GST
• Income-tax TDS, marked either section 194-O or higher rate: no PAN

That last marker is worth a glance every time you open the screen. Why was tax deducted from my payout?

And the detail underneath

A summary is not enough for a return, so there is also:

• The ledger — every movement as it happened, exportable as a file.
• Analytics exports — each tab exports as CSV, so sales by month or by category come out as a spreadsheet rather than something to copy by hand.
• An Export report sheet on your dashboard, for a period you choose.

Between them, your accountant can reconcile rather than take a total on trust, which is what they will ask for.

What it is not

Not a filed return, and not advice. The screen says it itself: For your records — confirm GST and income tax with your accountant.

Not an invoice for Metzee’s fees. That is a separate monthly document, and it is not switched on yet. Where is my invoice for Metzee’s fees?

Not a buyer’s invoice. Different document again. How to get an invoice for an order

The sensible routine

Export at the end of each quarter rather than scrambling in July. Three things — the ledger, the analytics tabs you care about, and a note of the year-to-date figures — take ten minutes while the numbers are fresh, and they turn a filing week into an afternoon.

And check the PAN marker while you are there. A year of deductions at the higher rate because of a missing PAN is a real loss, and it is two minutes to fix at any point before it happens.

More: how to read your payout statement, do I need to charge GST, how to find your store’s numbers.

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