These are the steps for taking action on your fetched IMS data in a file, on the Action Data tab.

Download the data for actioning

1. Open the Download for Actioning tab. Select a PAN and a single GSTIN, choose all the sections or only the ones you need, and select Download Data.
2. Watch the history list. It shows the Status of your request (completed, failed or in progress). Download the file when it is complete.
3. The file comes in Sovos format, with all the columns you need, plus the Invoice Object Id of IMS Get, which identifies each invoice. Fill in your actions (Accept, Reject or Pending), your remarks where needed, and your ITC reduction values where they apply. Then save the file.

Upload your actions

1. Open the Upload Actions tab, select the PAN and the GSTIN, browse to your file and upload it. Only CSV files are accepted, up to 20 MB.
2. Check the Latest Upload row. It shows the file name, the status and the response. The status is Uploaded, In progress, Accepted, Partially Accepted (for example 8 of 10 items) or Rejected. Select Get Download or Check Status to get the response file. Any structural errors in your file are listed on the screen.
3. Select Save at GSTIN. The status changes to In progress. You can follow the result on the Saved to GSTN tab.

Only your latest upload is used when you save. A new upload overrides the earlier ones, so upload one complete file for the GSTIN rather than several partial files.