Total ITC Visibility from Credit Capture to Reclaim
ITC
Multi-Report ITC Suite for Detailed Tax & Credit Analysis
WhiteBooks provides six ITC reports—Monthly Summary, Claimed, Unclaimed, Reversal At Risk (37A), Temporary Reversal (37), and Reclaim—offering full visibility and control over the ITC lifecycle for optimized credit use and compliance.
ITC Stage Overview
WhiteBooks provides dedicated reports for every ITC stage — from initial credit capture and claiming, through unclaimed credit identification, reversal risk monitoring, temporary reversal tracking, to successful reclaim management.
Filter Across Reports
Each ITC report offers seven consistent filters—Invoice Type, User, Parties, Branches, Reverse Charge, Reconcile, and ITC Claimed—enabling teams to apply uniform criteria across all reports for structured, comparable analysis.
ITC Report Download
WhiteBooks offers Item Wise, Invoice Wise, and Grid Data downloads for all ITC reports, enabling granular, consistent, and audit-ready data extraction, supporting seamless statutory compliance and reporting.
Monthly Tax and ITC Summary Report
Month-Wise Tax & ITC Report with Year-to-Date Aggregation
WhiteBooks generates a Monthly Tax and ITC Summary Report showing Sales, Output Tax, Purchases, and Input Tax by month with YTD totals, giving teams a complete view of tax and credit positions for monitoring liabilities and trends.
Sales Tax Tracking
WhiteBooks shows monthly sales and output tax, giving teams a full-year view of revenue and liabilities to support monthly monitoring, GST cross-verification, and cumulative tax tracking, enabling proactive tax management and compliance oversight.
Purchase Tax Summary
WhiteBooks shows monthly purchase values and corresponding ITC, giving finance teams a full-year view of procurement and credit accumulation, supporting month-wise ITC monitoring, trend analysis, and accurate annual credit planning for GSTR-3B filings.
YTD Total Aggregation
WhiteBooks adds a Year-to-Date cumulative total column alongside the monthly figures — summing sales, output tax, purchases, and input tax from April through the most recent month into a single cumulative position.
ITC Claimed Report
Comprehensive ITC Claimed Summary for the Selected Period
WhiteBooks generates a Monthly ITC Claimed Report, providing a complete view of all claimed input tax credits with full transaction details, giving teams an audit-ready record for verification, reconciliation, and GSTR-3B compliance monitoring.
ITC Transaction Profile
Each claimed ITC transaction shows full details—type, party, invoice, date, GST amounts, ITC action, and claim date—enabling teams to verify credits, perform audits, and reconcile ITC against filed returns without accessing individual purchase records.
ITC Period Overview
The report shows the ITC claim date for each transaction, giving teams precise timing visibility, ensuring credits are recorded in the correct return period, and providing a full audit trail for compliance and reconciliation purposes.
Filter for Analysis
WhiteBooks offers seven filters—Invoice Type, User, Parties, Branches, Reverse Charge, Reconcile, and ITC Claimed—letting teams focus on specific subsets of claimed credits for party, branch, reverse charge, or user-level audits and accountability reviews.
ITC Unclaimed Report
Detailed Monthly Overview of Purchases with Unclaimed ITC
WhiteBooks generates a Monthly ITC Unclaimed Report, showing all unclaimed input tax credits with full transaction details, giving teams a period-specific record to track, claim proactively, and ensure compliance while preventing credit loss.
Unclaimed ITC Opportunities
The report highlights all transactions with unclaimed ITC, giving teams an actionable list to proactively claim eligible credits, optimize utilization, prevent losses from overlooked purchases, and maintain a complete audit-ready record.
Claim Compliance Overview
By making all unclaimed credits visible, WhiteBooks ensures teams act before statutory deadlines, preventing permanent ITC loss and maintaining maximum credit eligibility across GSTR-3B returns, while supporting accurate audit and compliance records.
Attribute-Based Investigation
WhiteBooks offers seven filters—Invoice Type, User, Parties, Branches, Reverse Charge, Reconcile, and ITC Claimed—letting teams focus on specific unclaimed credit subsets for targeted analysis and resolution of ITC opportunities.
ITC Reversal At Risk Report
Monthly ITC Reversal Risk Report Under Rule 37A
WhiteBooks generates a Monthly ITC Reversal At Risk Report (Rule 37A) that presents every purchase transaction where claimed input tax credit is at risk of mandatory reversal due to the supplier not remitting the collected tax to the government.
ITC Risk Identification
WhiteBooks identifies every purchase credit at risk of mandatory reversal under Rule 37A, presenting the specific transactions where claimed ITC is vulnerable because the supplier has not paid the tax to the government.
Credit Portfolio Overview
A filter summary atop the at-risk report aggregates total invoices, amounts, taxable values, tax, and IGST, CGST, SGST, and CESS components, giving teams instant visibility into total credit reversal exposure for informed supplier engagement and provisioning decisions.
Filtered Credit Analysis
The report offers seven filters—Invoice Type, User, Parties, Branches, Reverse Charge, Reconcile, and ITC Claimed—letting teams focus on specific at-risk subsets for targeted risk management and prioritization of high-impact credit reversals.
ITC Reversal Temporary Report
Period-Wise ITC Temporary Reversal Overview
WhiteBooks generates a Monthly ITC Temporary Reversal Report (Rule 37) with full transaction details and filters, enabling tracking of reversals, identifying reclaim actions, and ensuring accurate GSTR-3B reporting.
Temporary Reversal Tracker
WhiteBooks tracks all Rule 37 reversed credits, letting teams monitor eligibility and restore ITC promptly for accurate period-end balances, while supporting proactive compliance, audit readiness, and effective credit management.
Reversal Portfolio Summary
The report’s filter summary aggregates totals and tax components for all temporary reversals, giving teams quick visibility for cash flow planning, reporting, credit recovery tracking, and proactive ITC management.
Reversal Analysis Filter
WhiteBooks offers seven filters—Invoice Type, User, Parties, Branches, Reverse Charge, Reconcile, and ITC Claimed—enabling targeted analysis of temporary reversals and identification of recurring triggers for corrective action.
ITC Reclaim Report
Monthly ITC Recovered Report for Prior Reversals
WhiteBooks offers seven filters—Invoice Type, User, Parties, Branches, Reverse Charge, Reconcile, and ITC Claimed—enabling targeted analysis of temporary reversals and identification of recurring triggers for corrective action.
Reclaimed Credit Verification
WhiteBooks records every successfully reclaimed credit, giving teams a complete history of reinstatements to ensure all eligible reversals are reclaimed, accurately reflected in GSTR-3B returns, and fully audit-ready for compliance verification.
ITC Claim Tracker
The report shows the claimed date for each reclaimed credit, giving teams precise visibility into reinstatement timing, enabling period-specific audits, correct-period verification, and a full audit trail of all reclaimed credits.
Targeted Reclaim Filter
WhiteBooks offers seven filters—Invoice Type, User, Parties, Branches, Reverse Charge, Reconcile, and ITC Claimed—allowing teams to analyze reclaimed credits by multiple dimensions, identify significant reclaim patterns, and detect potential compliance issues.
Get started with WhiteBooks
WhiteBooks tracks unclaimed ITC, manages reversals, and monitors reclaims to keep your GST credits accurate and under control.
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