More Options

From the E-Com sheet you can import purchase data from GSTR-2A / 2B Excel files, or download 2A, 2B, 4A and GSTR-1 directly from the GST portal (next section) and post them to Tally.

1. Download the GSTR-2A or GSTR-2B Excel from the GST portal (or from CompuGST).
2. Open the E-Com sheet and click GST Returns ▾.
3. Choose 2A (GSTIN Excel), 2A (CompuGST Excel) or 2B (GSTIN Excel) and select the file.
4. The supplier invoices are filled as Purchase / Debit Note rows.
5. Click Ledger Mapping, then Calculate & Validate, then Export to Tally.

Import only bills not yet booked in Tally, so nothing is entered twice.

Before you start

• On the GST portal: Login > My Profile > Manage API Access > Yes and choose a duration. Without this the download stops with “Please login at GST portal and enable API access first.”
• You need GST API credits (2A/2B Credit Balance is shown in the form). Credits are used only for months that are downloaded or have no data.
• The OTP is sent to the mobile number / e-mail registered on the GST portal.

Steps

1. Open the E-Com sheet and click GST Returns ▾ > Import GSTIN Data (GST portal).
2. First time for a client: click Add New Client and enter the client name, GSTIN and GST portal user name.
3. Select the Client Name. GST No. and User Name are filled; use Edit to change them.
4. Select the Required Report: 2A, 2B, 4A or R1.
5. Select Period From and Period To (month and year). Both must be in the same financial year, from July 2017 onwards.
6. Click Download Reports and enter the OTP when asked (asked once per run).
7. A summary shows each month as Downloaded, No data or Failed. A month without data does not stop the download of the other months.
8. Click Import Reports. The downloaded months are filled in the E-Com sheet (months not downloaded are skipped).
9. Click Ledger Mapping, Calculate & Validate and Export to Tally.

Set Transaction Type to Debit Note or Credit Note on the Purchase_Sales sheet and fill the original invoice details in the note columns. Everything else is the same as sales or purchase.

Marketplace sales: see Amazon (MTR) Sales and Flipkart Sales. GSTR-2A / 2B: see the GST Returns steps above. For a free demo of any of these, call or WhatsApp +91 93584 44502.