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How to claim a GST refund (free step-by-step)
How to claim a GST refund (free step-by-step)

How to claim a GST refund (free step-by-step)

By HelloBooks Team

Excess balance and export credit can be refunded at no cost through the…

HelloBooks Team

HelloBooks Team

3 min read

Key takeaways

What this article covers, in order:

  • Claiming your refund
  • Step by step
  • How HelloBooks helps
  • Frequently asked questions
Chapter Guide▾

Excess balance and export credit can be refunded at no cost through the portal.

Claiming your refund

File form RFD-01 on the portal with the supporting documents; there is no fee to claim.

  • Exporters claim refund of accumulated input tax credit.
  • Inverted-duty structures can create refundable balances.
  • Keep shipping bills, invoices and bank proof ready.

Step by step

  1. Open the official GST portal or a free GST tool.
  2. Enter your details for the period or transaction.
  3. Review the result and keep a copy for your records.

Rates change at GST Council meetings, so always confirm the current figure for your exact HSN or SAC code on the CBIC rate finder or the GST portal before you print it on an invoice.

How HelloBooks helps

HelloBooks turns the compliance steps above into a few clicks. HelloBooks is free GST accounting software for Indian businesses: you can raise GST-compliant invoices with the correct HSN or SAC code, track input tax credit against your GSTR-2B, and file unlimited GSTR-1 and GSTR-3B returns from one dashboard.

  • GST-ready invoicing with automatic CGST / SGST / IGST split and HSN or SAC codes.
  • GSTR-2B reconciliation so you only claim the input tax credit you are actually entitled to.
  • GSTR-1 and GSTR-3B filing free, with GSTR-9 generated ready to file and e-invoicing on higher plans.
  • Due-date reminders so a late fee never catches you by surprise.

Thousands of founders, freelancers and accountants in India run their books on HelloBooks — you can start free, with no credit card.

Frequently asked questions

Is claiming a GST refund free?

Yes, filing a refund claim on the portal has no government fee.

Do I need a CA for this?

No — the process is online and self-service. A professional is optional and only needed for complex or disputed cases.

Does HelloBooks offer this for free?

Yes. HelloBooks is free GST accounting software for India: free GSTR-1 and GSTR-3B filing, GST-ready invoicing and GSTR-2B reconciliation, no credit card to start.

HelloBooks Editorial Team

About the author

HelloBooks Editorial Team

Published July 2, 2026 on the HelloBooks blog

The HelloBooks editorial team is made up of accountants, ex-CPA-firm partners, and AI engineers who build the same AI bookkeeping product the articles describe. We write what we ship.

Posts are reviewed for accuracy against current US, UK, India, Australia, and UAE accounting and tax rules before publishing, and updated when those rules change.

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