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File GSTR-2 in Tally.ERP9
 

You can file your GSTR-2 returns from Tally.ERP 9 by generating the GSTR-2 file as per the latest e-filing requirements. GSTR-2 contains details of all inward supplies in the period.

Use the JSON File Generated from Tally.ERP 9 to File Returns

7.5.2.1.                        Download GSTR-2 file from the GST portal

7.5.2.2.                        Load the GSTR-2 file in Tally.ERP9

7.5.2.3.                        Reconcile the Status for Invoice in GSTR-2 File

7.5.2.4.                        Generate the return in JSON format and file the return

 

1.       To download GSTR-2 file from the GST portal

1.                   Log in to the GST portal.

2.                  Go to Services > Returns > Returns Dashboard.

3.                   Select the period, click SEARCH.

4.                  Under Inward supplies received by taxpayer GSTR2, click PREPARE OFFLINE.

5.                  In the Download tab, click GENERATE FILE.

6.                  Click the link Click here to download to download the GSTR-2 file.

7.                  Copy the ZIP/extracted JSON file in the folder to your computer.

 

2.       To load the GSTR-2 file in Tally.ERP 9

1.                  Go to Gateway of Tally > Display > Statutory Reports > GST > GSTR-2.

2.                  Click L: Load File.

3.                  In the Load File screen, enter the path in which the GSTR-2 file is saved, and press Enter.

Note: The ZIP/JSON file will be listed only if the return period in the GSTR-2  report, and the company GSTIN/UIN are same as that of the file.

4.                  Select the ZIP/JSON file.

                    Yes - to update the invoice status.

                    No - to load the file, but not update the invoice status.

Blue colour lines show the details as per the downloaded GSTR-2 file. This includes the details of invoices submitted or saved by the supplier, and the invoices that you have manually uploaded on the portal. Black colour lines show the details of invoices As per books.

The status displayed for B2B Invoices - 3, 4A and Credit/Debit Notes Regular - 6C are:

                    Completed: Status is set for all invoices. The status can be NewAcceptedModified,PendingRejected or Rejected by GST.

                    Not Complete: Status is not updated for all the transactions. The no. of invoices for which status is not set is shown in ().

3.       To Reconcile the Status for Invoices in GSTR-2 file

1.                   Select B2B Invoices - 3, 4A and press Enter.

                    Status not Updated: Displays the party-wise details of transactions for which status is not set.

                    Status Updated: Displays the party-wise details of transactions for which status is set.

                    Saved Transactions (Create if not available in books): Displays the transactions which the counter party has submitted but not filed as part of GSTR-1 returns.

                    Available Only in Books (Can mark as 'New' when exporting): Displays transactions which are available only in Tally.ERP 9. While exporting the data to JSON format, you can set the status as New and export it to JSON file.

The Invoice-wise report (click F5: Invoice-wise) displays transactions made with all the parties.

The data will be grouped into the following categories.  

                    Matched but Status not Updated: Displays the transactions of GSTR-2 file that are fully matching with the transactions of Tally.ERP 9, but status is not set. You can select the status AcceptedAccepted with Ineligible ITCModifiedPending, or Rejected.

                    Partially Matched: Displays the transactions of GSTR-2 file which are partially matching with the transactions as per Tally.ERP 9. You can select the status AcceptedAccepted with Ineligible ITCModifiedPending, or Rejected.

                    Available Only in Portal (Set status or create voucher in book): Displays the transactions that are available only in GSTR-2 and are not recorded in Tally.ERP 9. Click A: Add Voucher to create the transaction in Tally.ERP 9.

                    Status Updated: Displays the transactions of GSTR-2 file for which status is updated. You can set the status to be uploaded as AcceptedAccepted with Ineligible ITCModifiedPending, or Rejected.

                    Available Only in Books (Can Mark as 'New' when exporting): Displays transactions which are available only in Tally.ERP 9. While exporting the data to JSON format, you can set the status as New and export it to JSON file.

                    Saved Transactions (can mark as 'New' when exporting): Displays the transactions which the counterparty has submitted but not filed as part of GSTR-1 returns.


2.                   From Party Register, drill down on a party ledger to view the Voucher Register.

3.                  Click S: Set Status and select the status as per books and as per GSTR-2 file.

Set the relevant status for each transaction displayed. When you select the status as:

                    AcceptedPending, or Rejected - the transaction moves to Status Updated section.

                    Accepted with Ineligible ITC - the Edit Information screen appears. Set the option ITC Ineligible to Yes and save.

                    Modified - the Edit Information screen appears. Modify the details as required and save.

4.                  Similarly, select Credit/Debit Notes Regular - 6C and press Enter. Reconcile the transactions as per the procedure used for B2B Invoices - 3, 4A.

Note: If you want to clear the status set, go to the Voucher Register, select the transaction (press Spacebar for one transaction or Ctrl+Spacebar for multiple transactions) and click R: Clear Status.

5.                  Click A: View Status-wise.

6.                  Click A: View Return  Format to return to the return format view.

7.                  Click S: Save Return. If you have not completed the updates, you can do that later.

 

4.       To generate the return in JSON format and file the return

1.                  Load the JSON file.

2.                  Click F12: Configure in GSTR-2 report, and set the option Export a separate file for CDNR and CDRNUR tables? to Yes.

3.                  Press Ctrl+E to export. Set the option as shown below:

The files will be exported in JSON format. The status of transactions which are available only in the books will be marked as New and exported to JSON file.

4.                   Log in to the GST portal.

5.                  Click Services > Returns > Returns Dashboard.

6.                  Select the Return Filing Period, and click SEARCH.

7.                  Click PREPARE OFFLINE > UPLOAD tab.

8.                  Click CHOOSE FILE to import the GSTR-2 file in JSON format. First you need to upload the file for all tables Other than CDNR-CDNUR and then CDNR-CDNUR. Once your JSON files are uploaded successfully, you will be notified with a message.

9.                  Click BACK to return to the dashboard.

10.               Under Inward supplies received by taxpayer GSTR2, click PREPARE ONLINE.

11.              Click SUBMIT, and FILE RETURN. Your GSTR-2 will be filed electronically.
 
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