How to File GSTR 1 through Tally ERP?

Taxable persons registered under the GST regulations need to file GSTR-1 returns every month if the aggregate turnover exceeds ₹1.5 crore (including interstate sales). Businesses with turnover below ₹1.5 crore, need to file GSTR-1 returns quarterly.

You can generate GSTR-1 returns from Tally ERP 9 in JSON format to upload to the official GST portal.  Here is how to file GSTR-1 through Tally ERP for seamless GST returns filing within the due date.

Process to Generate JSON File from Tally ERP 9

Here is the process to file GSTR-1 from Tally ERP:

Generate GSTR-1 Returns in the JSON Format

Here are the steps to generate GSTR-1 returns in the JSON format:

Step 1: Navigate to the Gateway of Tally, then ‘Display’, ‘Statutory Reports’ and then ‘GSTR-1’.

Step 2: Select F2:period and choose the reporting period for which you need to file returns.

Step 3: Select F12: configure to see the export options for HSN/SAC details. Ensure you enable ‘Show HSN/SAC Summary’.

Step 4: Press Ctrl + E and choose ‘JSON (Data Interchange)' as the format.

Step 5: Press ‘Enter’ to export the file. Once done, upload the JSON file that you generated from Tally ERP 9 for return filing.

Notably, even if UQC is unavailable, click on ‘Export HSN/SAC details’. You can further select whether to export all transactions (excluding uncertain transactions) filed on the unified GST portal or only new vouchers highlighting the nature of transactions that are not filed on the portal.

Follow the process below when the HSN summary has a negative quantity:

Step 1: Open the JSON that you generated using Tally ERP 9.

Step 2: Navigate to the ‘HSN’ option, then ‘QTY’ and remove the negative symbol. Ensure you follow this process for all the negative quantities.

Step 3: Save the JSON and upload the same on the portal.

Step 4: Navigate to the ‘HSN Summary’ and add a negative symbol against all taxable amounts and taxable values that you removed from JSON to complete this process.

Process to File GSTR-1 Returns

Follow the steps mentioned below to file GSTR-1 returns:

Step 1: Click ‘Ctrl + O’ from the GSTR-1 report.

Step 2: Log in to the unified GST portal.

Step 3: Navigate to ‘Services’, then ‘Returns’ and then ‘Returns Dashboard’.

Step 4: Choose the return filing period and click on the ‘Search’ option.

Step 5: You will find two options to file accurate returns namely monthly or quarterly. Choose 'Yes' or 'No', based on your turnover to file returns. Ensure to choose 'Yes' for the second option, if you want to file quarterly returns.

Step 6: Click on the ‘Submit’ option to proceed.

Step 7: Choose the ‘Prepare Offline’ option and proceed to select the file to import the JSON file that you generated from Tally ERP 9. On successful upload of the JSON file, you will receive a message for confirmation.

Step 8: After the stipulated time mentioned on the GSTR screen, verify the details that you uploaded. Notably, you need to fill in details pertaining to values of Nil Rated Supplies and ‘Documents Issued’ manually with reference to the format of GSTR-1.

Step 9: Navigate to the ‘Services’ option, choose ‘Returns’, then ‘Returns Dashboard’ and select ‘Prepare Online’.

Step 10: Navigate to the 8A, 8B, 8C and 8D - Nil Rated Supplies page and fill in the details manually.

Step 11: Go to the ‘13 - Documents Issued’ page and fill in the details.

Step 12: Submit your e-sign and return to complete the process.

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Process to Export GSTR-1 Returns in MS Excel or CSV

GSTR-1 can also be filed using an offline tool after exporting data from Tally.ERP 9. You can follow the process below to export GSTR-1 returns in MS Excel:

Step 1: Navigate to the ‘Gateway of Tally’, then ‘Display’, ‘Statutory Reports’, ‘GST’ and finally ‘GSTR-1’.

Step 2: Click on F2: Period to choose the return period for filing.

Step 3: Click on F12: Configure to see the HSN/SAC details export options. Ensure to enable ‘Show HSN/SAC Summary’ for seamless export.

Step 4: Select ‘Ctrl + E’, Excel (Spreadsheet) or CSV (Comma Delimited) as the format.

Step 5: Click on ‘Enter’ to complete the export process.

If you select the CSV format, you will find separate CSV files for each table on Tally ERP 9 in GSTR-1. You need to import these files to the GST offline tool.

Notably, you need to export HSN/SAC information even if UQC is unavailable. If you need to provide details not included in the HSN/SAC Summary, you need to enter them directly on the portal. Ensure to select ‘All Vouchers’ or ‘Only New Vouchers’ based on your export requirements.

Process to Import Data and Generate JSON File

Here are the steps to import data and generate a JSON file:

Step 1: Download and install the GST offline tool (latest version).

Step 2: Open the GST offline tool and click on ‘New’.

Step 3: Fill in the necessary details and click on ‘Proceed’.

Step 4: Click on ‘Import Files’, then ‘Import Excel’ and then choose the relevant file. Notably, if you have to choose the CSV format return details, select the table name in the ‘Select’ section under the ‘Return Import’ option. However, in such a case you have to select each section individually before you click on ‘Import CSV’.

Step 5: Choose ‘Yes’ on the warning message displayed on the screen, then ‘View Summary’ and then ‘Generate File’.

You need to upload the JSON file generated on the offline tool on the GST portal.

If you are an e-commerce operator, follow the steps mentioned below which are slightly different from the above-mentioned steps:

Step 1: On the ‘e-commerce GSTIN’ column, ensure to delete the captured GSTIN/UIN. (The GST department does not issue GSTIN/UIN for e-commerce operators; as a result, when you export data from Tally ERP 9 to MS Excel or CSV files, it is captured as e-commerce GSTIN in b2b, b2cl and b2cs worksheets.)

Step 2: Select ‘OE’ as the type in the b2cs worksheet.

Step 3: Click on ‘Generate JSON file’.

Process to File Returns Directly on the GST Portal

Here is the process to follow to file returns on the unified portal directly:

Step 1: Log in to the official GST portal using valid credentials.

Step 2: Choose the period of filing returns and click on the ‘Search’ option.

Step 3: Choose ‘Yes’ or ‘No’ based on the interval of filing returns (monthly/quarterly returns) and click on ‘Submit’.

Step 4: Click on ‘Prepare Online’ and open each of the GSTR-1 tables individually. Fill in the tables by copying data from Tally ERP 9.

Step 5: Submit the e-sign and return to conclude the process.

How to Download and Install the GST Offline Tool?

Follow the process below to download and install the latest version of the GST offline tool:

Step 1: Navigate to the official portal of GST and select ‘Downloads’.

Step 2: Select ‘Returns Offline Tool’ to download a Zip file including the GST offline tool. The download page provides additional details about system requirements to use the tool and information related to the tool.

Step 3: Extract the Zip file and install the GST offline tool.

Process to File GSTR-1 Using Tally Prime

Here is the process to file GSTR-1 using Tally Prime (the updated Tally version):

File GSTR-1 USing EVC

Here is the process to use in you utilise EVC (Electronic VErification Code):

Step 1:  Press ‘Alt +Z’ and then ‘File GSTR-1’.

Step 2: Press ‘S’ (send) to begin filing GSTR-1.

Step 3: Log in to the  unified GST portal using your user name and OTP (One Time Password).

Step 4: Press ‘C’ (Continue Filing) if the summary you downloaded matches with the summary in your books.

Step 5: Press ‘E’ (Electronic Verification Code) to proceed with EVC.

Step 6: Fill in your PAN card details and the EVC you receive on your registered mobile number.

Step 7: Once you complete filing, you will receive an ARN to use for future reference.

Step 8: To take a clear picture press ‘V’ (View Summary) and check the details you filed. 

File GSTR-1 USing DSC

Here is the process to file GSTR-1 using DSC:

Step 1: Press ‘Alt + Z’ (Exchange) and then ‘File GSTR-1’.

Step 2: Press ‘S’ to initiate the filing process.

Step 3: Log in to the official GST portal using user name and the OTP received on your GST-registered mobile number.

Step 4: Press ‘C’ (Continue Filing) if download data and the data in your books are the same.

Step 5: Press ‘D’ (Digital Signature Certificate) to select DSC as the filing mode.

Step 6: Select the authorised signatory.

Step 7: Fill in the User Pin to proceed.

Step 8: Click ‘V’ to view the summary of details filed.

Conclusion

The GSTR-1 return filing involves details pertaining to taxable items such as outward supplies (taxable sales) of B2B invoices (excluding unregistered dealers however including registered and composite dealers) and B2C invoices, sales adjustments made in debit notes/credit notes (values of credit/debit), nil rated invoices, and values of export sales. However, advance receipt from customers will not be incorporated in GSTR-1 return automatically.

However, advance receipt from customers will not be incorporated in GSTR-1 return automatically. On Tally Prime you can view report ledger wise, commodity wise or HSN/SAC wise taxable value. Insufficient GST-related information adversely affects GSTR-1 filing using any Tally version. Ensure the receipts from customers and entered accurately for tax compliance.

To answer how to file GSTR-1 return through Tally ERP, it is essential to mention that you need to file the returns within the due date to comply with GST rules. You can use Tally ERP 9 or Tally Prime based on your convenience to file GSTR-1 returns monthly or quarterly based on your aggregate turnover. Notably, the process to use Tally Prime might differ, as it is a separate software.

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