How to Import GSTR-2A / 2B Purchases into TallyPrime

• Windows PC with Microsoft Excel 2016 or above and QuikAccount installed (download the free trial).
• TallyPrime or Tally.ERP 9 running on the same computer, with the company open.
• API access switched on at the GST portal: Login > My Profile > Manage API Access > Yes, and choose a duration. Without it the download stops with “Please login at GST portal and enable API access first.”
• GST API credits in your QuikAccount account. The 2A/2B credit balance is shown in the download form.
• Access to the mobile number or e-mail registered on the GST portal – the OTP is sent there.
• Your purchase ledgers (for example Purchase 5%, 12%, 18%, 28% – local and interstate) and Input CGST / SGST / IGST ledgers already created in Tally. You select them in Step 4.

1. Open your company in TallyPrime.
2. In QuikAccount, open the E-Com sheet and click Connect Tally. The Tally Company box on the ribbon shows the company name, GSTIN and books start date – check it is the right company.
3. Click GST Returns ▾ and choose Import GSTIN Data (GST portal). The 2A/2B Direct Import form opens.

1. First time for a client: click Add New Client and enter the client name, GSTIN and GST portal user name.
2. Select the Client Name. GST No. and User Name are filled in; use Edit to change them.
3. Select the Required Report: 2A or 2B for purchases (4A and R1 are also available).
4. Select Period From and Period To (month and year). Both must be in the same financial year, from July 2017 onwards.

1. Click Download Reports and enter the OTP when asked. It is asked once per run, even for many months.
2. A summary shows each month as Downloaded, No data or Failed. A month without data does not stop the other months.
3. Click Import Reports. Every supplier invoice is filled in the E-Com sheet as a Purchase row: voucher number and date, supplier name, GSTIN, state, taxable value, GST rate and tax amounts.
4. Look through the rows. Delete any bill that is already entered in Tally, so nothing is booked twice.

1. Click Ledger Mapping. In the mapping window keep the transaction type as Purchase.
2. For each GST rate select the Local Purchase and Interstate Purchase ledger. All ledgers of your Tally company are in the drop-downs.
3. Select the CGST, SGST and IGST ledgers – one common ledger for all rates, or a separate ledger for each rate.
4. Click Set Default and then Save. The mapping is kept, so next month you only check it.

1. Click Calculate & Validate. Cells with errors turn red and are listed on the Error sheet.
2. Suppliers that are not yet in Tally are copied to the LedgerCreation sheet under Sundry Creditors, with address, state, PIN, country and registration type taken from their GSTIN.
3. On the LedgerCreation sheet click Validate and then Export to Tally. The supplier ledgers are created in Tally.
4. Go back to the E-Com sheet and validate again until you see Validation Success.

1. Click Export to Tally. The Report sheet shows every voucher with its status.
2. In TallyPrime open the Day Book or the Purchase Register for the period and check a few bills against the GST portal.
3. Posted something wrong? Use Report → Delete Vouchers in QuikAccount to remove that batch from Tally, correct the sheet and export again.

Some suppliers (banks, telecom and airline companies) bill you from more than one state, so one supplier name comes with two GSTINs. TallyPrime then lists those purchase vouchers under conflicts in party GST registration details in its GST reports.

1. Open the voucher from the conflict list. TallyPrime shows the GST details As per Transaction and As per Master.
2. Keep the transaction details (the GSTIN on the bill) and accept the voucher.
3. Better for the future: create one ledger for each GSTIN of that supplier (for example HDFC Bank Ltd – Maharashtra) and select it for those bills.

Downloaded the file yourself from the GST portal or from CompuGST? Skip the direct download – no GST API credit is used:

1. On the E-Com sheet click GST Returns ▾.
2. Choose 2A (GSTIN Excel), 2A (CompuGST Excel) or 2B (GSTIN Excel) and select the file.
3. Continue from Step 4: Ledger Mapping, Calculate & Validate, Export to Tally.

No. TallyPrime can load GSTR-2A / 2B to reconcile it with the purchases you have already entered, but it does not create the purchase vouchers for you. QuikAccount downloads the return, creates the missing suppliers and posts the bills as purchase vouchers. To compare 2A / 2B with your books, see GSTR-2B reconciliation with Tally.

GSTR-2B is a fixed monthly statement of the input tax credit available to you, so most businesses book purchases from 2B. GSTR-2A keeps changing as suppliers file or amend their returns. QuikAccount imports both – choose the one you reconcile your input tax credit with.

Yes. Choose R1 as the Required Report to bring your GSTR-1 sales into the sheet. For an XML file, answer No when Export to Tally asks about sending data to Tally; the file filexml.xml is in the Software Folder (Registration tab). Import it in Tally with Import → Transactions.