With Tally.ERP 9, you can file GSTR-1 in
three easy ways: by generating JSON from Tally.ERP 9, by using the GST Offline
tool, or by filing directly on the GST portal.
GSTR-1 includes the details of all
outward supplies made in a given period.
Check the following video for details on
filing GSTR-1 using JSON created from Tally.ERP 9:
https://youtu.be/8J7TgcNBYP0
File GSTR-1 in either of the following
three methods:
●
By generating JSON from Tally.ERP 9
●
By using the GST Offline tool
●
By filing your returns directly on the GST portal
Prerequisites for filing GSTR-1
●
Internet connectivity: This is required for uploading the JSON
file, downloading the offline tool, and filing returns.
●
Microsoft Office: For exporting data to MS Excel, GSTN recommends
MS Excel 2007 or later (if you are using the GST Offline Tool and MS Excel for
filing returns).
Tax liability on advance receipts
●
For businesses with an annual turnover of up to Rs. 1.5 crores,
there is no need to pay tax on advance receipts from customers. To support this,
the calculation of tax liability on advance receipts has been disabled by
default from Release 6.1.1.
●
The values of tax liabilities on advance receipt from customers
will not be included in the GSTR-1 returns by default. Such transactions will
appear under Not relevant for returns in the GSTR-1 report.
●
For businesses with turnovers above Rs. 1.5 crores, you can
enable the option Enable tax liability on advance receipts in the
Company GST Details screen.
Method 1: By generating JSON from
Tally.ERP 9
Generate GSTR-1 returns in the JSON
format
1. Go to Gateway of Tally >
Display > Statutory Reports > GST > GSTR-1 .
2. F2: Period: Select the period
for which returns need to be filed.
3. F12: Configure: To view the
export options for HSN/SAC details, enable Show HSN/SAC Summary?
4. Press Ctrl+E .
●
Select JSON (Data Interchange) as the Format .
●
Export HSN/SAC details even if UQC is not available?
- Yes , to export transactions
where UQCs are not available. For such transactions, you have to map the units
of measurement of the stock items to related UQCs in the MS Excel or CSV file.
For more details, click
here
.
●
Export HSN/SAC details not included for other reasons?
- Yes , to export transactions
that are not included in the HSN/SAC Summary due to various reasons. You
have to enter this data directly on the portal.
Note:
The options Export HSN/SAC details
even if UQC is not available? and Export HSN/SAC details not included for
other reasons? will appear only when the option Show HSN/SAC Summary?
is set to Yes in the GSTR-1 report.
If the data is exported without enabling
the option Show HSN/SAC summary? in the configuration screen of the
GSTR-1 report, the HSN summary of the exported output file will be blank.
●
Allow Export of
:
o
All Vouchers:
Select this option to export all the transactions that have been already filed
on the GST portal.
o
Only New Vouchers:
Select this option to export the transactions that are not filed
on GSTN portal.
5. Press Enter to export.
Compress the JSON file generated from
Tally.ERP 9 in the .zip format and upload it to the portal for filing
returns.
Upload of GSTR-1 JSON file fails when HSN summary has negative quantity
If the HSN summary of GSTR-1 has negative
quantity, the upload of JSON generated from offline tool or from Tally.ERP 9 is
failing. Until the issue is resolved by GSTN, you can do the following:
1. Open the JSON generated from Tally.ERP
9. You can open it in Notepad.
2. Go to the section "hsn" .
3. Go to the tag "qty" and remove
the negative sign. Repeat this for each "qty" that has a negative sign
for taxable value and tax amount.
4. Save the JSON.
5. Upload it to portal.
6. In the portal, go the section HSN
Summary .
7. Add the negative sign against each of
the quantities that has taxable value and tax amount (which was removed from
JSON).
1. Click Ctrl+O from GSTR-1
report.
2. Log in to the GST portal.
3. Click Services > Returns
> Returns Dashboard .
4. Select the Return Filing Period
, and click Search .
5. Select Yes or No based
on your turnover to file Monthly or Quarterly returns. If you want
to opt for quarterly returns, then set the 2nd option to Yes .
6. Click SUBMIT .
7. Click PREPARE OFFLINE .
8. Click Choose File to import the
JSON file generated from Tally.ERP 9 or the offline tool.
Once your JSON file is uploaded
successfully, you will be notified by a message.
9. Verify the uploaded details after the
time specified in the GSTR screen.
You have to manually enter the details
for Nil Rated Supplies and Documents Issued by referring to the
table-wise format of
GSTR-1
, because these details do not get directly uploaded to the
portal.
10. Go to Services > Returns
> Returns Dashboard , and click Prepare Online .
11. Go to the 8A, 8B, 8C, 8D - Nil
Rated Supplies page, and enter the details.
12. Go to the 13 - Documents Issued
page, and enter the details.
13. Submit your returns and e-sign.
Method 2: By using the GST Offline Tool
Check the below video for details on
filing GSTR-1 using offline tool after exporting data from Tally.ERP 9:
<p> </p>
Export GSTR-1 returns in the MS Excel or
CSV
1. Go to Gateway of Tally >
Display > Statutory Reports > GST > GSTR-1 .
2. F2: Period: Select the period
for which returns need to be filed.
3. F12: Configure: To view the
export options for HSN/SAC details, enable Show HSN/SAC Summary?
4. Press Ctrl+E .
●
Select Excel (Spreadsheet) or CSV (Comma delimited)
as the Format .
●
Export HSN/SAC details even if UQC is not available?
- Yes , to export transactions
where UQCs are not available. For such transactions, you have to map the units
of measurement of the stock items to related UQCs in the MS Excel or CSV file.
For more details, click
here
.
●
Export HSN/SAC details not included for other reasons?
- Yes , to export transactions
that are not included in the HSN/SAC Summary due to various reasons. You
have to enter this data directly on the portal.
●
Allow Export of
:
o
All Vouchers:
Select this option to export all the transactions that have been already filed
on the GST portal.
o
Only New Vouchers:
Select this option to export the transactions that are not filed
on GSTN portal. To avoid overwriting the existing files with the new
transactions, use a different MS Excel file name.
5. Press Enter to export.
If you have selected the CSV format,
Tally.ERP 9 will create separate CSV files for each table in GSTR-1. These files
need to be imported into the GST Offline Tool .
Note:
If $ symbol appears in the data exported
to MS Excel, generate your data in the CSV format. If you want to continue in
the MS Excel format, go to the Trust Center Settings in MS Excel, and add
the location where Tally.ERP 9 is installed on your computer. Click
here
for more information.
For information regarding the mapping of
unit of measurement (UOM) when the UQC is not available, click
here
.
If the error Internal Error Report
GSTR 1 Export File 41194-00004.cap appears, click
here
to view the cause and solution.
For more details on the information
captured in each column of the e-return template, click
here
.
Import data and generate the JSON file
1. Open the GST Offline Tool .
Ensure that you download and install the latest version of the GST Offline Tool.
Click
here
for more details.
2. Click NEW .
3. Provide the required details, and
click PROCEED .
4. Click IMPORT FILES .
5. Click IMPORT EXCEL , and select
your file.
Note:
If the tool shows a warning that some
invoices contain invalid input, you can ignore it and proceed. This happens when
you do not have transactions in the given sections.
To export the return details in the CSV
format, select the name of the table in Select Section under Return
Import – One section at a time , and click Import CSV . You have to
individually import files for each section.
6. Click YES on the warning
message, and click VIEW SUMMARY .
7. Click GENERATE FILE .
The offline tool generates a JSON file
that has to be uploaded on the GST portal.
Log in to the GST portal and file your GSTR-1 returns.
For e-commerce operators
The GST department has not issued
GSTIN/UIN for e-commerce operators. Currently, when data is exported from
Tally.ERP 9 to MS Excel or CSV files, the GSTIN/UIN entered in the e-commerce
party ledger is captured as E-Commerce GSTIN in b2b , b2cl
, and b2cs worksheets. After exporting data to MS Excel or CSV files:
1. Delete the GSTIN/UIN captured in the
column E-Commerce GSTIN .
2. Set the Type as OE in
the b2cs worksheet.
3. Generate the JSON file.
Method 3: By filing your returns directly
on the GST portal
1. Log in to the
GST portal.
2. Select the Return Filing Period
, and click Search .
3. Select Yes or No based
on your turnover to file Monthly or Quarterly returns. If you want
to opt for quarterly returns, then set the 2nd option to Yes .
4. Click SUBMIT .
5. Click PREPARE ONLINE .
6. Open each GSTR-1 table, read or copy
data from Tally.ERP 9, and fill the tables.
7. Submit your returns and e-sign.
Download and Install the GST Offline Tool
1. Go to the
GST portal
> Downloads .
2. Click Returns Offline Tool . A
.zip file containing the GST Offline Tool will be downloaded. This
zip file also contains a detailed document on using the offline tool. Some
important information about the tool, and the system requirements for using the
tool are also available on the
download page
.
3. Extract the offline tool from the .zip
file and install it.
Installing the latest version of the GST
Offline Tool
If you are using an older version of the
GST Offline Tool , you have to uninstall it and install the latest
version.
Uninstall the GST Offline Tool
1. On your computer, go to Control
Panel > Programs and Features .
2. Right click GST Offline Tool ,
and click Uninstall and proceed.
3. Similarly, uninstall the Node.js
application.
4. Delete the installation folder of the
older version.
5. Restart your computer. Now you can
download
and install the latest version of the
GST Offline Tool .
Note:
You can use the GST Offline Tool either
on the same computer where Tally.ERP 9 runs, or on a different computer.
Mapping the unit of measurement (UOM)
when the UQC is not available
The list of Unit Quantity Code (UQC)
provided by the department does not have the representative code for brass,
carats, litres, running foot, and so on. To handle this situation:
1. Based on your business requirement,
map the unit to the related UQC and export it to MS Excel or CSV files. For
example, you can map litres to KLR-KILOLITRE.
2. In the hsn worksheet of the
template or CSV file, convert the quantity as per the mapped UQC. For example,
if litre is mapped to KLR-KILOLITRE, multiply the quantity by 0.001 in the
hsn worksheet of the template or CSV file to convert litre to kilolitre.
3. Upload the modified MS Excel template
or CSV file to the GST Offline tool.
4. Generate the JSON file.
Examples of mapping units to the related
UQCs with the conversion factors are given below:
Unit of Measure |
Nearest UQC |
Conversion of Quantity in Template |
Litres |
KLR-KILOLITRE
|
Multiply by 0.001 |
MLT-MILILITRE
|
Multiply by 1000 |
|
Carat |
KGS-KILOGRAMS
|
Multiply by 0.0002 |
GMS-GRAMMES
|
Multiply by 0.2 |
|
Brass |
SQF-SQUARE FEET |
Multiply by 100 |
CBM-CUBIC METERS |
Multiply by 2.835 |
|
Running foot |
MTR-METERS
|
Multiply by 0.3048 |
Cubic
inches |
MLT-MILILITRE
|
Multiply by 16.3871 |
Hanks |
YDS-YARDS
|
For
cotton, multiply by 840 |
For
woolen, multiply by 560 |
||
Inches |
MTR-METERS
|
Multiply by 0.0254 |
CMS-CENTIMETERS
|
Multiply by 2.54 |
|
Pounds |
TON-TONNES
|
Multiply by 0.000453592 |
KGS-KILOGRAMS
|
Multiply by 0.453592 |
|
GMS-GRAMMES
|
Multiply by 453.592 |
|
Lots |
TON-TONNES
|
Multiply by 0.0000128 |
KGS-KILOGRAMS
|
Multiply by 0.0128 |
|
GMS-GRAMMES
|
Multiply by 12.8 |
|
Milligrams
|
GMS-GRAMMES
|
Multiply by 0.001 |
Decameter square |
SQY-SQUARE YARDS |
Multiply by 119.599 |
SQF-SQUARE FEET |
Multiply by 1076.39 |
|
Square inches |
SQM-SQUARE METERS |
Multiply by 0.00064516 |
SQY-SQUARE YARDS |
Multiply by 0.000771605 |
|
SQF-SQUARE FEET |
Multiply by 0.00694444 |
|
Tola |
GMS-GRAMMES
|
Multiply by 11.6638125 |
Note:
The e-Return file has the provision to
capture the taxable value and tax rate but not the tax amount. Hence, the tax
amount is not exported to the e-Return file. The tax value is automatically
calculated after upload to the portal based on rate, taxable value, and place of
supply.