File GST and send books to Tally
Open More → Profit & reports → GST returns & Tally and pick the month (or quarter). Fix anything under “Check before filing”, then download the GSTR-1 file and upload it on the GST portal, and copy the GSTR-3B figures shown on the same screen. For Tally, download the ledgers file and the vouchers file and import them in that order. Basic and Pro plans.
- 1
Add your GSTIN and state in More → Settings (needed once).
- 2
Open More → Profit & reports → GST returns & Tally.
- 3
Choose Monthly or Quarterly and tap the period. Last month is picked for you.
- 4
Read “Check before filing”: add missing HSN codes to products and correct any customer GSTIN that is not valid, then come back.
- 5
Tap GSTR-1 file (JSON). On gst.gov.in open Returns → GSTR-1 → Prepare offline → Upload, choose the file, wait for it to process, then review and file.
- 6
Use the GSTR-3B figures (sales, nil-rated, other-state sales to unregistered buyers, input credit) to fill GSTR-3B. Compare input credit with your GSTR-2B before filing.
- 7
For Tally: download Tally ledgers (XML) and Tally vouchers (XML). In TallyPrime open the company, then Import → Masters → the ledgers file, then Import → Transactions → the vouchers file.
Tips
- Bills made without GST are not in GSTR-1. Make GST bills for registered customers.
- A customer GSTIN that fails the check is treated as unregistered (B2C). Fix it on the customer and on the bill.
- Purchases from suppliers without a GSTIN give no input credit, so they are left out of GSTR-3B input credit.
- Tally ledger names: Sales @ 18%, Output CGST / SGST / IGST, Input CGST / SGST / IGST, Round Off, Cash, Bank and one ledger per customer and supplier. Rename them in Tally later if you like; the next import uses the same names.
Common questions
Read every answer
- Does the app file the return for me?
- No. It makes the GSTR-1 file and the GSTR-3B figures. You or your accountant upload, check and file on the GST portal.
- Which bills go in B2C large?
- Bills to buyers without a GSTIN in another state above ₹1 lakh (including GST). All other bills to unregistered buyers are added up by state and rate (B2C small).
- I file quarterly (QRMP). What do I pick?
- Choose Quarterly and the quarter. The file covers all three months and is dated to the last month of the quarter.
- Tally says a ledger already exists.
- That's fine. Ledgers that already exist are kept; only new ones are added. Then import the vouchers file.
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