GSTR-1 is a monthly or quarterly return that should be filed by every registered dealer. It contains details of all outward supplies i.e. sales. In this article, we will explain to you how to file GSTR-1 from Tally ERP 9 release 6.
Latest Updates
21st December 2021 (1) From 1st January 2022, taxpayers cannot file GSTR-1 if the previous period’s GSTR-3B was not filed. (2) From 1st January 2022, the GST officers can initiate recovery proceedings without any show-cause notice against taxpayers who under-report sales in GSTR-3B compared to GSTR-1.
29th August 2021 Company taxpayers can continue filing GSTR-1 and GSTR-3B using EVC or DSC up to 31st October 2021 via the CGST notification number 32/2021 dated 29th August 2021.
26th August 2021 From 1st September 2021, taxpayers will not be able to file GSTR-1 or use the IFF for August 2021 on the GST portal if they have pending GSTR-3B filings. It applies if GSTR-3B is pending for the past two months till July 2021 (monthly filer) or for the last quarter ending 30th June 2021 (quarterly filer) as per CGST Rule 59(6).
28th May 2021 The GST Council recommended in its 43rd meeting the following: (1) The monthly filing of GSTR-1 for May 2021 will be extended from 11th June 2021 to 26th June 2021. (2) Filing of B2B sales invoices in IFF by QRMP taxpayers for May 2021 is extended from 13th June 2021 to 28th June 2021. (3) Companies that are GST taxpayers have been given permission to authenticate returns using EVC instead of digital signature up to 31st August 2021.
(4) Late fee has been rationalised for future tax periods as follows: (i) If the annual turnover in the previous financial year is up to Rs.1.5 crore then the late fee of a maximum of Rs.2,000 per return can only be charged (i.e Rs.1000 each for CGST and SGST). (ii) If the turnover ranges between Rs.1.5 crore and Rs.5 crore then the maximum late fee of Rs.5,000 per return can only be charged (i.e Rs. 2500 each for CGST and SGST). (iii) If the turnover is more than Rs.5 crore then a late fee of a maximum of Rs.10,000 (i.e Rs. 5000 per CGST and SGST) can be charged.
1st May 2021 (1) The due date to file GSTR-1 for April 2021 is extended from 11th May 2021 to 26th May 2021. (2) The time limit to furnish B2B supplies on the IFF (optional facility), for April 2021 has been extended from 13th May to 28th May 2021.
9th January 2021 If a taxpayer with an annual aggregate turnover of Rs.5 crore does not opt into the QRMP scheme, he will be considered as a monthly filer of GSTR-1 and GSTR-3B from the January 2021 tax period onwards. Hence the due date for GSTR-1 shall be the 11th of next month and GSTR-3B shall be the 20th of next month.
The process of filing the GSTR-1 from Tally ERP 9 on the GST portal can be divided into three steps :
Step A: One-time setup of ClearTax GST Desktop app and Tally connector on Tally ERP software. You can skip this step if the setup is complete.
Step B: Import return filing data from Tally into ClearTax GST
Step C: Upload return onto Government portal easily from ClearTax GST
Read our Guide on How to file GSTR 1 with ClearTax GST by importing data from Tally.ERP software:
Detailed Steps to file GSTR-1 using Tally ERP 9 Release 6
Step A: One-time setup of ClearTax GST Desktop app and Tally connector on Tally ERP software
The setup is a one-time process on Tally ERP software and ClearTax GST.
On ClearTax GST software
Step 1: Login into ClearTax GST.
Step 2: Click on the ‘ClearTax GST Desktop App’ tile on the homepage to install the app.
Step 3: Click on ‘Download Now’ button and finish installing the app on your desktop.
Login to begin using the ClearTax GST Desktop app.
On Tally.ERP
Step 1: Open ‘Tally ERP 9’ on your desktop → In the ‘Gateway of Tally’ → Press ‘F12:Configure’.
Step 2: Now select ‘Advanced Configuration’ to proceed further.
Step 3: Under ‘Tally ERP 9 is acting as’ option → Select ‘Both’. Thereafter, Under the ‘Enable ODBC server’ option → Select ‘Yes’. Lastly, under the ‘Port’ option → Select ‘9000’ to proceed.
Note: You will be able to change this port to any other number, for example, 5000 if 9000 port is blocked by your antivirus settings.
Step 4: To save the changes made and restart Tally.ERP 9 → Click on ‘Yes’ option.
Step 5: Go to the browser → Enter “http://localhost:9000” in the search bar. This is to check whether the Tally ERP 9 server is running or not.
Note: If Tally is installed on another computer, then instead of the localhost you can enter ip address in the above URL. For example, if Tally is installed on a computer with ip address of 192.168.5.53 then enter 192.168.5.53:9000 in the browser to see the above message.
The setup is complete for connecting Tally software with the ClearTax GST software for any future use.
Step B: Import return filing data from Tally into ClearTax GST
Step 1: Login to ClearTax GST Desktop app→ Click on ‘Import Data’ to import data into ClearTax.
Step 2: Select a ‘Business’ to import your data
Step 3: Select the ‘Return Period’ and the ‘Document Type’ for which the data needs to be imported → Click on the ‘Continue’ button to proceed further
Step 4: Under ‘Choose a method to import your data’ → Select ‘Tally’
Step 5: Click on ‘Tally Connector’ to directly connect your tally and import data into ClearTax
Step 6: The ClearTax GST Desktop app will establish a connection with Tally.
The following can be reasons if there is an error while connecting the ClearTax Desktop App and Tally software:
If the Tally is running on another machine, enter it’s IP address in Tally host and click on the ‘Retry’ button.
If the Tally is running on another port, enter the port number in Tally port and click on the ‘Retry’ button.
In case there is another issue while establishing a connection → Click on ‘Raise a request for support’ button to get in touch with our support team or you can also use the ‘Tally Excel Report’.
Note: In case you are facing issues while connecting with Tally, click here to follow some steps to check your Anti-virus and Windows defender configuration.
ClearTax GST Desktop app is now successfully connected with Tally.
Note: In case more than one company is detected with the same GSTIN → Select the desired company → click on ‘Proceed’ button
Step 7: Select the Period for which you want to import data
Prerequistes before importing data
Make sure the same Business/GSTIN is open in Tally. If not, then go to Tally and open the business for which you want to import data. Then go back to the Desktop app and click on the ‘Retry’ button.
In case the data cannot be imported, make sure of the following:
Tally is open and running in the background
Check if your internet connection is working
Click on the ‘Settings’ button to configure the ‘ODBC port number’ and ‘Host Server’ settings. Click on the ‘Reconnect’ button to proceed.
After successful connection with Tally, the ClearTax GST Desktop app will start importing data from Tally for the selected period.
You can now work on different tabs in the ClearTax GST Desktop App. Click on ‘ctrl+t’ to open a tab. Please ensure that the Tally connector is being used in only one tab. Using the same in multiple tabs might lead to failure.
Step 8: After importing data, in case of errors, click on the ‘Download Error Log’ button to view the errors in the invoices/CDNs in an excel format.
You can also choose to ignore the errors and click on ‘proceed to file’.
Open the Excel sheet to view the errors in detail. You can rectify the errors in Tally against the respective invoices/credit notes or debit notes.
Once the errors are rectified → Go back to the Desktop app. Under the ‘Import data’ tab → Choose the ‘Business’ → Select the ‘Return period’ and the ‘Document type’ → Click on ‘Tally’ option to import data → Select ‘Tally Connector’ to import your data.
Step 9: Click on ‘Proceed to file’ to file your GST returns, after all the data is successfully imported.
Step C: Upload return onto Government portal easily from ClearTax GST
Step 1: Click on GSTR-1
Step 2: Under the “Prepare data” tab, you can notice that Invoice data is bifurcated automatically based on the “Type of Invoices”. You can click on “View/Edit” button to view or edit the invoices as follows:
Under the “View my Invoices” tab you can edit the uploaded invoices. You can also add new invoices or add new amendment invoice. The invoices can also be downloaded in an Excel format.
Step 3: Click on “Upload to GSTN” tab → Select “Upload all Documents” to upload all the invoices to the Government Portal
Step 4: Enter the GSTN username and password, click on “Request OTP” to get an OTP on your registered mobile number. Click on “Verify & continue” to upload the invoices to the Government Portal.
Step 5: Click on the “Check status” button to refresh the status → Once all the documents are uploaded it will automatically change the status to “Processed”.
Step 6: You can download “GSTR-1 Report from GSTN” in an Excel format as well as a JSON file. Click on “View Errors” to rectify the errors in the invoices if required. You can also reset the whole data uploaded to the GSTN by clicking on “Reset from GSTN”.
Under the “File GSTR-1” tab → You get 2 options to Submit & File GSTR-1 Return:
File with DSC (You can file GSTR-1 using your DSC)
File with EVC (File GSTR-1 using OTP)
Step 7: Enter your GSTN login credentials & click on “Continue”
Step 8: This will take you to the GSTN login page → Enter CAPTCHA → Click on “Login” to proceed.
Step 9: ClearTax will automatically upload your GSTR-1 details on the GST Portal → Carefully review the uploaded data before submitting → Once done, just click on the “Continue to Submit” button to file your GSTR-1.
Step 10: Post confirmation, ClearTax will SUBMIT the return and initiate Filing with DSC or EVC as per your choice.
After successful filing, ClearTax will display the ARN number (provided by GST portal) in the Desktop app for your reference.
How does ClearTax GST Software simplify filing GSTR-1?
Easy import of sales invoice to software.
Auto-populate data to make sure that the return is error free.
Update of return on GST Portal without the need to login.
No need to convert Excel to JSON file. Just import data to ClearTax in a single click & upload returns onto GST Portal.
Bulk updating of invoices.
Use ClearTax Billbook to create an invoice in a hassle free and easy manner. To understand how to create sales invoice in ClearTax GST software, refer to the guide on Creation of Invoices.
