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!

Updates as on 22nd December 2020

1. Rule 21 Amended: If the outward supplies reported in Form GSTR-1 are in excess of the outward supplies reported in the GSTR-3B for the said tax period, the GSTIN can be cancelled.

2. Rule 21A(2A) Inserted: If there are significant differences in outward supplies between GSTR-3B & 1, or inward supplies between GSTR-3B & 2B, in contravention of Act/Rules, the said taxpayer’s GSTIN could be suspended

3. Rule 59(5) Inserted: The GSTR-1 for the current tax period cannot be filed or the IFF cannot be used if:

a) The GSTR-3B was not filed for the preceding two months in case of monthly GSTR-1 filers

b) GSTR-3B was not filed for the preceding tax period in case of quarterly GSTR-1 filers, or in cases where Rule 86B is violated

4. Rule 138E Amended: Now, e-way bills cannot be generated if the GST registration has been suspended on account of the taxpayer’s GSTIN liable for cancellation under sub-rule (2) of Rule 21A or on account of significant differences/ anomalies between the GSTR-3B & 1/2B

Update as on 15th October 2020

The CBIC has notified the due dates for furnishing GSTR-1 from October 2020 to March 2021

For businesses with turnover Month/Quarter Due Date
More than Rs.1.5 crore October 11th November 2020
November 11th December 2020
December 11th January 2021
January 11th February 2021
February 11th March 2021
March 11th April 2021
Turnover up to Rs.1.5 crore Oct-Dec 2020 13th January 2021
Jan-Mar 2021 13th April 2021

 

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.

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

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

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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
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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.
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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

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

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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

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

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

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

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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.

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

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  • 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’.

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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.

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

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

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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.

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  1. 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

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

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

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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.

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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’.

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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.

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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.

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

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

Step 1: Click on GSTR-1

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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:

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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.

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

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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.

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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”.

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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”.

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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)

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

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

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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.

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

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

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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: