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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.

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

Latest Updates on GSTR-1 Due Dates

Update as on 1st July 2020

Nil GSTR-1 can now be filed by authorised person of the registered business via SMS as follows:

  1. To file nil GSTR-1: Type an SMS ‘NIL(space)R1(space)GSTIN(space)Tax period in MMYYYY’ and send this to 14409. User gets a six-digit code.
  2. To confirm the filing: Type an SMS ‘CNF(space)R1(space)Code’ and send this to 14409. The nil returns will be filed after due validation by the GSTN, and taxpayers will receive an acknowledgement number via SMS.
  3. To get help on any issues: Type an SMS ‘HELP(space)Return type(R1)’and send this to 14409.

Update as on 24th June 2020

The last date to file GSTR-1 without late fee has been further extended, as given below:

 

Return

Annual turnover in the previous FY

Period

Due date

Last date without late fee

GSTR – 1

(Monthly)

More than Rs.1.5 crore

March 2020

11th Apr 2020

10th Jul 2020

April 2020

11th May 2020

24th Jul 2020

May 2020

11th Jun 2020

28th Jul 2020

June 2020

11th Jul 2020

5th Aug 2020

GSTR – 1

(Quarterly)

Less than Rs.1.5 crore and/or opted for quarterly

Jan’20-Mar’20

30th Apr 2020

17th Jul 2020

Apr’20-Jun’20

31st Jul 2020

3rd Aug 2020

Update as on 3rd April 2020

  1. No late fee shall be levied if the taxpayer files the monthly GSTR-1 for March 2020, April 2020 and May 2020 before 30th June 2020.
  2. No late fee shall be levied if the taxpayer files the quarterly GSTR-1 return for the January-March 2020 quarter before 30th June 2020.

 

Update as on 23rd March 2020

  1. The GSTR-1 for 2019-20 will be waived for certain taxpayers who could not opt for the special Composition Scheme ( including notification No. 2/2019-Central Tax (Rate) dated 7th March 2019) by filing Form CMP-02.

    The due date of Form GSTR-1 for July 2019 to February 2020 is extended till 24th March 2020 for taxpayers with a principal place of business in the Union Territories of Ladakh or Jammu and Kashmir. For further details, read our article on GST notifications.

  2. The due date for GSTR-1 for the period April 2020 to September 2020 is as follows:

    Quarterly return filer:

    1. April to June 2020: 31st July 2020
    2. July to September 2020: 31st October 2020

    Monthly return filer:

    Month

    Due Date

    April 2020

    11th May 2020

    May 2020

    11th June 2020

    June 2020

    11th July 2020

    July 2020

    11th August 2020

    August 2020

    11th September 2020

    September 2020

    11th October 2020

 

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.

Tally connector
 

Step 3: Click on ‘Download Now’ button and finish installing the app on your desktop.

Tally connector

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’
tally connector
Step 2: Now select ‘Advanced Configuration’ to proceed further
tally connector
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

tally connector

tally connector

tally connector

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
tally connector
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.
tally connector

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

Tally Connector
 

Step 2: Select a ‘Business’ to import your data

Tally connector
 

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

Tally Connector
 

Step 4: Under ‘Choose a method to import your data’ → Select ‘Tally’

Tally Connector
 

Step 5: Click on ‘Tally Connector’ to directly connect your tally and import data into ClearTax

Tally Connector
 

Step 6: The ClearTax GST Desktop app will establish a connection with Tally.

Tally Connector
 

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.
  • Tally Connector
     

  • If the Tally is running on another port, enter the port number in Tally port and click on the ‘Retry’ button.
  • Tally Connector
     

  • 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’.

Tally Connector
 

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.

Tally Connector
 

Note: In case more than one company is detected with the same GSTIN → Select the desired company → click on ‘Proceed’ button

Tally Connector
 

Step 7: Select the Period for which you want to import data

Tally Connector
 

Prerequistes before importing data

  1. 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.
  2. Tally Connector
     

  3. 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

    Tally Connector
     

  4. Click on the ‘Settings’ button to configure the ‘ODBC port number’ and ‘Host Server’ settings. Click on the ‘Reconnect’ button to proceed.
  5. Tally Connector
     

After successful connection with Tally, the ClearTax GST Desktop app will start importing data from Tally for the selected period.

Tally Connector
 

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.

Tally Connector
 

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’.

Tally Connector
 

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.

Tally Connector
 

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.

Tally Connector
 

Step 9: Click on ‘Proceed to file’ to file your GST returns, after all the data is successfully imported.

Tally Connector

Step C: Upload return onto Government portal easily from ClearTax GST

Step 1: Click on GSTR-1

Tally connector
 

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:

Tally Connector
 

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.

Tally Connector
 

Step 3: Click on “Upload to GSTN” tab → Select “Upload all Documents” to upload all the invoices to the Government Portal

Tally Connector
 

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.

Tally Connector
 

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”.

Tally Connector
 

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”.

Tally connector
 

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)

Tally Connector
 

Step 7: Enter your GSTN login credentials & click on “Continue”

Tally connector
 

Step 8: This will take you to the GSTN login page → Enter CAPTCHA → Click on “Login” to proceed.

Tally connector
 

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.

Tally connector
 

Step 10: Post confirmation, ClearTax will SUBMIT the return and initiate Filing with DSC or EVC as per your choice.

Tally connector
 

After successful filing, ClearTax will display the ARN number (provided by GST portal) in the Desktop app for your reference.

Tally connector
 

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.

For further reading:

 

 

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