https://help.tallysolutions.com/docs/te9rel64/Tax_India/Getting_Started/Triangulate_and_Generate_Returns.htm

Triangulate and Generate Returns

Based on the relevance to the returns, the transactions will be either included or excluded. However, you can move a transaction from included to excluded, or vice versa.

Sometimes, due to gaps in the information entered, the application may not be able to decide if the transaction has to be included in the generation of returns. In this case, the transaction will be grouped under Uncertain Transactions .

Resolving Exceptions

Filing Returns and Annexures

Return persistence and revised returns

Classification

Reason

Actions

Included

All information that is required to effect the returns will be grouped under Included

From the Voucher Register, X : Excluded can be clicked to exclude the transaction, if required.

Excluded

A transaction is excluded because the nature of transaction doesn't affect the returns.

Drill down to the voucher level and confirm if the transactions have to be excluded, or make the required changes to include the transaction.

Uncertain

A transaction is grouped under uncertain because there is insufficient information to ascertain if the transaction has to be included for a return.

Drill down to the Summary of exceptions

Provide the required information and resolve the exception.

Resolving Exceptions

Click link below to know how to resolve exceptions from the return forms .

VAT

Excise

Service Tax

TCS

TDS

On resolving the exceptions, a transaction will either be included or excluded. All the included transactions will effect the returns calculation. The calculation of tax liability can be viewed in the return form.

Payment Details

This section displays the count of tax payments recorded for the return.

The period considered for displaying the payment details is different from that specified for the returns. This is because tax payments are made in the subsequent month. This can be beyond the range of the period specified for the return period. Hence, to display the payment details, an additional time period of one month from the return period, or the last voucher date will be considered.

From the return forms screen you can modify the payment period to make sure the tax payments made in the later period are considered.

The payment transactions will be grouped under Included or Excluded.

Included : All tax payments made in this return period, for the tax return.

Not Included : The payment transactions which have exceptions, and the ones having no implication on the return will be displayed here.

Filing Returns and Annexures

On resolving all exceptions, you can generate returns by exporting to XML/ Excel format. All the required annexures can be generated after resolving exceptions. You can export the returns to XML/ Excel format, and then file your returns.

Return persistence and revised returns

Preserving returns

You can save the filed returns for reference. You can use this to compare and generate returns again. The history of the returns can be retained even after modification.

Revised returns

You can modify the returns for any given period (even after filing), and generate revised returns. If the returns have been already saved, then you can either over write the changes or save it as revised returns.

Modified transactions/masters and re-compute

All modifications made in the masters and transactions will be tracked for a given period when saved. The changes are grouped as created, altered, deleted, or cancelled. You can view the voucher  as it was before modification, compare the values and decide to retain the changes or revert.

Return book

A return book register has the list of saved returns. You can navigate to a specific return, recompute, overwrite or save the revised returns from here.