Excel-Based GST Tracker Development

Job ID: 39870142

Budget: ₹600 – ₹1,500 INR

I am looking for an experienced Excel/VBA expert to create a smart and automated GST Advance Management Tracker. The goal is to maintain all data in a single Excel sheet while tracking:

GST advance received from multiple clients,
Advance breakup project-wise & state-wise,
Automatic tax calculations (CGST/SGST/IGST),
Invoice adjustments against advances,
Real-time balance availability per project/state,
GST liability calculations based on unadjusted advances.

Key Requirements:
Single Sheet Design (No multiple tabs)
Input columns for:
Entry Type: Advance / Invoice
Date
Client Name
Project Name
State
GST Rate (%)
Amount
Invoice No. (if applicable)
Automatic GST breakup based on state (CGST+SGST or IGST)

Advance adjustment logic:

When invoice is entered, it should pick available advance (FIFO or manual link)
Show how much advance was adjusted
Show balance advance available for each project/state
Real-time summary/dashboard view (preferably on same sheet using VBA/UserForm or dynamic ranges)
Error-proofing with data validations & alerts (e.g., if advance over-adjusted)
User-friendly design with filters, dropdowns, formatting

Deliverables:
Fully functional Excel workbook (compatible with MS Excel 2016 & above)
Clean, documented VBA code (if used)
Formula-driven calculations wherever possible
Dummy/test data to demonstrate working
Short user guide or screen-recorded walkthrough (optional but preferred)

Who I’m Looking For:
Proven experience with Excel automation & GST-related tracking
Strong VBA skills and formula knowledge (SUMIFS, INDIRECT, etc.)
Attention to detail and ability to simplify complex workflows
Quick turnaround time and open communication