1. Generating GSTR-1 in Tally ERP

GSTR-1 is a monthly/quarterly return filed by taxpayers detailing all outward supplies (sales).

Steps to Generate GSTR-1:

1. Enable GST:
   • Ensure GST is enabled by going to F11: Features > Statutory & Taxation > Enable Goods and Services Tax (GST).
2. Go to GSTR-1 Report:
   • Navigate to Gateway of Tally > Display > Statutory Reports > GST > GSTR-1.
3. Configure Report Period:
   • Set the period as monthly or quarterly as required (e.g., April 1 – April 30 for monthly or April – June for quarterly).
4. Review Details:
   • Verify sections like B2B Invoices, B2C Large Invoices, Credit/Debit Notes, and Advances to ensure all entries are accurate.
   • Any mismatches or missing information will appear in the Incomplete/Mismatch in Information (to be resolved) section.
5. Export GSTR-1:
   • Click Export and select the JSON format (as required for the GST portal upload) or Excel for verification.

2. Generating GSTR-3B in Tally ERP

GSTR-3B is a monthly self-declaration summarizing sales, input tax credit (ITC), and net tax liability.

Steps to Generate GSTR-3B:

1. Access GSTR-3B Report:
   • Go to Gateway of Tally > Display > Statutory Reports > GST > GSTR-3B.
2. Select Report Period:
   • Choose the applicable month or quarter for filing (e.g., April for April GSTR-3B filing).
3. Verify Tax Details:
   • Review Tax on Outward Supplies and Input Tax Credit (ITC) sections.
   • Ensure that all tax liabilities and eligible credits are accurately reflected.
4. Adjust ITC if Needed:
   • In Tally ERP, you can adjust ITC by entering the adjustments in the ITC Adjustments section if there are any reversals or additional credits to consider.
5. Export and File:
   • Click Export to save the report in Excel or JSON format.
   • Use the GST portal to upload the report and complete the GSTR-3B filing.

3. Generating GSTR-9 in Tally ERP

GSTR-9 is the annual GST return summarizing all monthly and quarterly filings for the financial year.

Steps to Generate GSTR-9:

1. Navigate to GSTR-9:
   • Go to Gateway of Tally > Display > Statutory Reports > GST > GSTR-9.
2. Set Financial Year:
   • Select the financial year you want to generate GSTR-9 for (e.g., April 1, 2022 – March 31, 2023).
3. Verify Details in All Sections:
   • The report includes details of outward supplies, inward supplies, ITC, and tax payments for the entire financial year. Verify each section carefully:
     • Sales Summary: Check sales and adjustments.
     • ITC Summary: Review the total input tax credit availed and utilized.
     • Tax Paid: Ensure all taxes paid match with recorded liabilities.
4. Resolve Any Mismatches:
   • Any discrepancies will be highlighted in the Mismatches section. Resolve these to ensure accuracy.
5. Export GSTR-9:
   • Export the report in Excel format for reconciliation purposes and review. GSTR-9 filing requires manual entry on the GST portal, as JSON upload is not supported for this form.

Tips for Filing GST Returns with Tally ERP

• Use the Validation Tool: Tally ERP highlights incomplete or mismatched data, making it easy to correct errors before filing.
• Regular Data Entry: Maintain updated and accurate entries in Tally to ensure accurate GST returns.
• Backup Data: Regularly back up your Tally data to avoid any data loss, especially before generating annual reports like GSTR-9.

By following these steps, businesses can generate accurate and compliant GST reports in Tally ERP, helping streamline the GST filing process for both monthly and annual returns. This setup aids in GST compliance, reducing errors and providing easy reconciliation for accurate reporting.