QRMP Preferance
What this does
The QRMP Preference page shows the GST filing frequency (Monthly or Quarterly) for all your GST-registered clients for a selected quarter. It fetches this data directly from the GST portal so you always know which clients are filing monthly and which are filing quarterly — helping you plan tasks and due dates accordingly.
Before You Start
- Only clients with GST Applicable set to Yes will appear on this page.
- QRMP frequency is set by the client on the GST portal — it cannot be changed from FINEXO PMS.
The QRMP Preference Page
Navigate to Clients → QRMP Preference in the left sidebar.
The page title shows the currently selected period (e.g. QRMP status of the period Apr 26 to Jun 26).
Filters
Select QRMP Period — Select the quarter you want to view. All previous quarters are available:
| Period | Quarter |
|---|---|
| Apr 26 To Jun 26 | Q1 FY 2026-27 |
| Jan 26 To Mar 26 | Q4 FY 2025-26 |
| Oct 25 To Dec 25 | Q3 FY 2025-26 |
| Jul 25 To Sep 25 | Q2 FY 2025-26 |
Older quarters are also available by scrolling the dropdown.
Select Frequency — Filter the list by filing frequency:
- All — show all clients (default)
- Monthly — show only clients filing monthly
- Quarterly — show only clients filing quarterly
- Not Checked — show clients whose QRMP status has not been fetched yet
- Not Opted — show clients who are not opted into the QRMP scheme
Search — Search clients by Legal Name, Trade Name, or GSTIN.
Client Table
| Column | Description |
|---|---|
| Client Details | File No., Client Name, and Contact Person |
| GSTIN | Client's GST Identification Number |
| Frequency | Filing frequency for the selected quarter — Monthly or Quarterly |
| Last Checked | Date and time when the QRMP status was last fetched from the GST portal |
| Check Status | Click Check to fetch the latest QRMP status for that individual client from the GST portal |
Updating QRMP Status
Update All Clients
Click Update QRMP Status to fetch the latest QRMP frequency for all clients at once from the GST portal. The Last Checked timestamp updates for all clients after this action.
Update Individual Client
Click the Check link on any client row to fetch the latest QRMP status for that specific client only. The Last Checked timestamp updates for that client.
Note: QRMP frequency can only be changed by the client on the GST portal. If a client changes their frequency, click Update QRMP Status or Check on their row to reflect the updated frequency in FINEXO PMS. The system does not auto-sync in real time — you need to trigger an update manually.
Export
Click Export to download the current QRMP preference list as an Excel file, including all visible clients with their GSTIN, frequency, and last checked timestamp.
What Happens Next
Use the QRMP frequency data to plan your GST filing tasks. Clients on Monthly filing need GSTR-1/IFF and GSTR-3B filed every month. Clients on Quarterly filing need GSTR-1/IFF filed quarterly and GSTR-3B filed monthly (with PMT-06 for tax payment in the first two months of the quarter).