Gen GST review for refund work: features, price and fit
Review Gen GST’s documented Annexure B workflow, prepare a service-export demonstration and confirm the licence, updates and support you need.
Gen GST is worth evaluating if your CA practice or tax team wants refund preparation within a broader GST application. SAG Infotech publishes a specific Annexure B import and JSON workflow. Use that as the starting point for a demonstration of your complete service-export claim.
This review is published by Fast GST Refund and is based on SAG’s public documentation. We have not tested a licensed installation or its output on the GST portal.
What the documented workflow covers
SAG’s Annexure B walkthrough shows an operator selecting a client and period, importing GSTR-2B or government Excel data, completing missing information and generating JSON. Fields absent from the imported data still need completion.
For a practice handling recurring claims, test how that process fits your source records, review steps and final-file archive.
What to ask for in a demonstration
| Part of the claim | Example to bring | Result to inspect |
|---|---|---|
| Statement 3 receipts | One receipt settling two invoices; one part-paid invoice. | Correct allocations and outstanding balances. |
| Purchase credit | A late GSTR-2B entry, an imported service and a capital asset. | Separate periods, eligibility decisions and refund exclusions. |
| Calculation | Exports plus taxable domestic services. | Traceable turnover, Net ITC and ledger limits. |
| Review | A correction after the first draft. | Who changed it, why and which final version was approved. |
| Record retention | A completed sample claim. | Exportable working papers and filing evidence. |
Use the Statement 3 example and Annexure B example to prepare a small synthetic case.
Confirm the package and full cost
SAG’s price calculator lists several products, installation and update charges, and additional-user options. Request a written quote specifying:
- The desktop or online product and included refund modules.
- Users, systems and GSTINs covered.
- Statutory updates, onboarding and support.
- Taxes, renewal charges and any extra refund-workflow cost.
Compare the total with the time your staff spend preparing and reviewing a completed claim.
Decide after the pilot
Choose the package only after your reviewer can reproduce the sample totals and retain the evidence needed after filing. Use the CA buying checklist to record the result.
For other approaches, compare Gen GST alternatives or MyGSTRefund’s service model. For free working templates and allocation checks, see Fast GST Refund vs Gen GST.