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Upload GSTR-1 from TallyPrime

For TallyPrime 5.0 & later

UPLOAD | Reconcile | File

You can upload GSTR-1 directly to the GST portal from TallyPrime, without any manual effort.

Based on your requirements, you can upload selected or all transactions and summaries for the return period. If any transactions are rejected, you can identify and resolve them easily within TallyPrime without downloading data from the portal.

1. Press Alt+G (Go To) > GSTR-1.
   In the GSTR-1 report, you can also view your last online GST activity in the top-right corner of the report.
2. Select the return period and GST registration for which you want to upload your vouchers.
   In the Ready for Upload section, you can see the transactions that are pending for upload to the GST portal.
   
3. Press Alt+Z (Exchange) > All GST Options > Upload GST Returns > GSTR-1.
4. In the Upload GST Returns screen, press F12 (Configure) to add the required options, such as Party GSTIN/UIN, GST Status, and the Sections as per the GST portal.
   Tip: The GST Status column will help you view the status of the transaction, such as Uploaded, Mismatched and Rejected by GST Portal.
5. Press Ctrl+B (Basis of Values) to configure further options, as per your business needs.
   
   1. Include transactions where no action is required (excluding e-Invoices with IRN information): Displays transactions that are already complete and do not need any correction. This helps you review all valid transactions along with pending ones.
   2. Include e-Invoices (with IRN information): Includes transactions for which an Invoice Reference Number (IRN) is generated. Enable this to view and verify e-Invoice details.
   3. Include transactions mismatching with GST data (excluding e-Invoices with IRN information): Shows transactions where values in your books differ from the GST portal data (such as tax amount, invoice details, etc.). Useful for identifying and resolving mismatches.
   4. Include transactions where Upload is in progress: Displays transactions that have already been uploaded but are still being processed on the GST portal. Helps you track their status.
   5. Include transactions Rejected by GST Portal: Lists transactions that were uploaded but rejected by the GST portal. You can review, correct, and re-upload them.
   6. Include Delete Requests: Shows transactions for which deletion has been requested on the GST portal. Useful for tracking and verifying such requests.
   7. Include HSN Summary: Displays HSN/SAC-wise summary of outward supplies. Helps in reviewing item-wise tax details before filing.
   8. Include Document Summary: Shows a consolidated summary of documents like invoices, debit notes, and credit notes. Useful for verifying document counts and sequences.
6. To upload invoices along with e-Invoice details, if applicable, press F12 (Configure), and enable Include e-Invoices (with IRN information).
7. Press Spacebar to select the vouchers you want to upload.
   If you want to upload all the vouchers, then you do not have to select any of the vouchers.
   
8. Press S (Send Online) to upload.
   If you are using TallyPrime 4.0 & lower versions, click here.
   Press S (Send) to upload.
   
9. Log in to your GST profile, if you have not already done so.
   
   1. Enter your GST Username.
      
   2. Enter the OTP received on your registered mobile number, after which your vouchers will be exported to the GST portal.
      
      Once you have logged in, the session will be valid for six hours, which will ensure the safety and security of your activities.

You will receive the confirmation once the upload is complete.

The uploaded vouchers will now be moved to the No Action Required section.

Based on your recent activities, you can always see your last online GST activity in the top right corner of the report.

Questions & Answers

How do I track the upload status of the Return?

You can track the status of your transactions using the GST Status column.

Common statuses include:

• Uploaded: Successfully uploaded to the portal.
• Mismatched: Differences found between your books and portal data.
• Rejected by GST Portal: Rejected due to validation errors.
• Upload in Progress: Currently being processed on the portal. In such cases, you can easily refresh the GST status of the vouchers after some time.

With the connected GST experience in TallyPrime, you can upload, track, correct, and manage your GSTR-1 seamlessly saving time while ensuring compliance.

FAQs | Errors & Resolutions