India's #1 GST software
 

1 click autofill GSTR-3B with G1 and 2B data

 

Download 2B data for multiple months in < 2mins

 

GSTR-2B vs purchase matching in under 1 min

OR
India's No 1 GST software

Save upto 7% in taxes

Claim 100% ITC and save ~4% GST

3x faster experience

Save 2 man days every GSTIN month

Easy to connect

Connect with 100s of ERP's, import data error-free

India's #1 GST software
 

1 click autofill GSTR-3B with G1 and 2B data

 

Download 2B data for multiple months in < 2mins

 

GSTR-2B vs purchase matching in under 1 min

OR

How to File GSTR-1 from Tally ERP 9 Release 6

Updated on: Dec 8th, 2022 - 5:14:17 AM

15 min read

social iconssocial iconssocial iconssocial icons

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

1st February 2022
Budget 2022 updates-
(1) The last date to make amendments, corrections in GSTR-1, and upload missed invoices or debit/notes of one financial year is no longer the due date to file September return of the following year, but it is 30th November of the following year or filing of annual return, whichever is earlier.
(2) The amendments also prescribe tax period-wise sequential filing of details of outward supplies.

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).



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 the return onto the 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 the ‘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 the Tally port and click on the ‘Retry’ button.
  • In case there is another issue while establishing a connection → Click on the ‘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.

The 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

  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.
  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

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

3. After a 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 ‘Business’ → Select the ‘Return period’ and the ‘Document type’ → Click on the ‘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 the return onto the 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 the “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 invoices. The invoices can also be downloaded in Excel format.

Step 3: Click on the “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, and 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 the “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 invoices 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 the 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 invoices in ClearTax GST software, refer to the guide on Creation of Invoices.

Related Articles

inline CTA
India’s Fastest and Most Advanced 2B Matching
Maximise ITC claims, use smart validations to correct your data and complete 2B matching in <1 minute
CONTENTS
;

Clear offers taxation & financial solutions to individuals, businesses, organizations & chartered accountants in India. Clear serves 1.5+ Million happy customers, 20000+ CAs & tax experts & 10000+ businesses across India.

Efiling Income Tax Returns(ITR) is made easy with Clear platform. Just upload your form 16, claim your deductions and get your acknowledgment number online. You can efile income tax return on your income from salary, house property, capital gains, business & profession and income from other sources. Further you can also file TDS returns, generate Form-16, use our Tax Calculator software, claim HRA, check refund status and generate rent receipts for Income Tax Filing.

CAs, experts and businesses can get GST ready with Clear GST software & certification course. Our GST Software helps CAs, tax experts & business to manage returns & invoices in an easy manner. Our Goods & Services Tax course includes tutorial videos, guides and expert assistance to help you in mastering Goods and Services Tax. Clear can also help you in getting your business registered for Goods & Services Tax Law.

Save taxes with Clear by investing in tax saving mutual funds (ELSS) online. Our experts suggest the best funds and you can get high returns by investing directly or through SIP. Download Black by ClearTax App to file returns from your mobile phone.

Cleartax is a product by Defmacro Software Pvt. Ltd.

Company PolicyTerms of use

ISO

ISO 27001

Data Center

SSL

SSL Certified Site

128-bit encryption