> ## Documentation Index
> Fetch the complete documentation index at: https://www.aiaccountant.com/help/llms.txt
> Use this file to discover all available pages before exploring further.

# Classify ITC and export the report

> Set an action on each invoice so your Table 4 is built from reconciled figures, then export the workbook.

## Set an action on each invoice

In **Invoice View**, each invoice takes an **Action** that classifies the credit:

| Action             | Use it when                                                       |
| ------------------ | ----------------------------------------------------------------- |
| ITC Claim          | The credit is eligible and you are claiming it this period.       |
| ITC Ineligible     | The credit cannot be claimed.                                     |
| ITC Pending        | You are holding the credit, for example while the supplier files. |
| ITC Reverse Charge | The liability sits with you under reverse charge.                 |
| ITC Reject         | The entry is rejected.                                            |
| No Action          | You have not decided yet.                                         |

These actions feed Table 4 of your GSTR-3B, so setting them here means your return is built on reconciled, verified figures rather than an estimate.

## Export the workbook

Click **Export Results** at the top right. In a couple of seconds you see "File downloaded successfully".

The workbook contains:

| Sheet              | What is in it                                                                                                                                                                                |
| ------------------ | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Overview           | Executive summary with financial year, period, and GSTIN, an auto-generated Table 4 of GSTR-3B with ITC split across IGST, CGST, SGST, and Cess, and a books-versus-portal variance summary. |
| Reconciled         | Every invoice in the reconciliation.                                                                                                                                                         |
| One tab per status | Fully Matched, AI Matched, Manually Matched, AI Probable Match, Missing in 2B, Missing in PR.                                                                                                |

The per-status tabs are what you send a client or a reviewer when they want to drill into one problem area.

<Warning>
  This report is a strong assist, and you remain responsible for verifying the figures. Do a final review with your tax professional before filing.
</Warning>

## The next period

Click **New Reconciliation** and run the same flow again. Your GSTINs are already saved.