https://help.tallysolutions.com/docs/te9rel64/Tax_India/gst/eway_bill.htm

e-Way Bill

Effective from 1st April 2018, all registered dealers need to generate e-Way Bill for the interstate movement of goods if the total of taxable value and tax amount in the invoice exceeds Rs. 50,000.

 

 

In Tally.ERP 9, you can enter e-Way Bill details only when such transactions are recorded with stock items. The provision to enter e-Way Bill details is not available in accounting invoice mode, and in companies enabled to Maintain only accounts.  

     Export e-Way Bill details to JSON file from Tally.ERP 9

     Setup for e-Way Bill

     Record invoice with details required for e-Way Bill, and create JSON

     Upload JSON to portal

     Print the invoice with e-Way Bill number

     Reports

     Export for e-Way Bill

     Update e-Way Bill Information

     e-Way Bill Report

     Export data to JSON preparation tool, and create JSON

     Enter e-Way Bill Details Directly on the Portal (From Release 6.3 to 6.3.1)

 

Export e-Way Bill Details to a JSON File from Tally.ERP 9

You can set up a company, record transactions with e-Way Bill details, and create a JSON file in Tally.ERP 9 for upload to the portal.

Setup for e-Way Bill

1.    Open the company.

2.    Press F11 > F3.

3.    Enable Goods and Services Tax (GST) - Yes.

4.    Set/alter GST details - Yes.

5.    In the Company GST Details screen, e-Way Bill options, including the applicable date, threshold limit, and the value to be considered for the threshold limit, are provided.

6.    Select the value to be considered for the threshold limit based on your business requirement.

Note: You can enable the option e-Way Bill applicable for intrastate? based on the applicability of e-Way Bill for your state.

You can change the settings as required. Based on the threshold limit entered, you can enter the details required for e-Way Bill in the invoices.

In the party ledger, if you have selected the Registration type as:

     Regular or Composition: The GSTIN/UIN is considered as the transporter ID.

     Unknown or Unregistered: Enter the 15-digit Transporter ID.

 

Record invoice with details required for e-Way Bill, and create JSON

When you enable e-Way Bill for a company, the option Export e-Way Bill details from invoice after saving? is also enabled in the Voucher Configuration screen.

1.    Go to Gateway of Tally > Accounting Vouchers > F8: Sales.

2.    Select the party ledger, sales ledger, stock items, and tax ledgers. When the invoice value is above Rs. 50,000, the option Provide GST/e-Way Bill details appears which is set to Yes. Press Enter to view the Statutory Details screen.

3.    In the Statutory Details screen, enter the mandatory details required for generating the e-Way Bill.

Note:  Click F12: Configure and enable the following options:

 ♦ Enable consolidated e-Way Bill? to enter the details required for generating a consolidated e-Way Bill.

 ♦ Show state name for Shipped From and Shipped To? to enter the state name under Shipped From and Shipped To sections also.

 ♦ Show consignor details? to update your company address details.

Provide the relevant details in the fields which has the asterisk marked in red *.  Once you provide the details, the colour of the asterisk will turn to black. If you have provided one of the mandatory details, for example, Date and Vehicle number for transport by Road, you can ignore the Transporter ID.

4.    If goods are transported in different modes or vehicles, press Ctrl+T and enter the transporter's details.

5.    Accept the Transporter's Details screen.

6.    Click W: e-Way Bill Details to enter the details of multiple e-Way Bills generated for a single transaction.

7.    In the e-Way Bill Details screen, enter the e-Way Bill No. and Date for each Sub Type along with the Document Type and Status of e-Way Bill.

8.    Accept the e-Way Bill Details screen.

9.    Press Enter to accept the invoice. The Export Details for e-Way Bill screen appears.

10.  Press Enter to create a JSON file. The folder in which the JSON is created now appears.

11.  Upload the JSON file to the portal to generate the e-Way Bill.

12.  Return to the invoice in Tally.ERP 9. Enter the e-Way Bill No. and e-Way Bill Date in the Update e-Way Bill Information screen.

Note: You can update these details in the Update e-Way Bill Information report as well.

To create one JSON for multiple invoices from the Invoice Ready for Export section of e-Way Bill Report.

If you have configured the voucher type to print after saving, you can print the invoice with e-Way Bill number.

 

Mandatory details missing in invoice

If the mandatory details required for generating e-Way Bill are not provided, you can enter the same by referring to the message displayed while saving the voucher.

 

Altering an invoice

If you alter the invoice and the total value exceeds Rs. 50,000, the option Provide GST/e-Way Bill details? appears to enter the e-Way Bill details. It prompts for generation of JSON on saving the invoice. You can also create JSON at a later point in time, by clicking E: Export in the alteration mode of the invoice.

 

UQC for e-Way Bill

The list of Unit Quantity Code (UQC) provided by GSTN for GSTR-1, does not match with the list provided by NIC for e-Way Bill. Also, the availability of UQC is not mandatory for generating the e-Way Bill. Hence, the export of UQC mapped to the stock items selected in the invoice, is not supported in Tally.ERP 9. Once the list of UQC provided by NIC matches with that of GSTN, the required changes will be made available in Tally.ERP 9.

 

Upload JSON to portal

1.    In the GST portal, click e-Way Bill System > Click here to go to e-Way Bill Portal.

2.    To generate the e-Way Bill, choose the required links:

o     e-Waybill > Generate Bulk

o     Consolidated EWB > Generate Bulk

3.    Click Choose File > select the JSON > click Upload & Generate. The e-Way Bill gets generated.

 

Print the invoice with e-Way Bill number

If the voucher type is enabled to Print voucher after saving, the Voucher Printing screen appears on saving the voucher. If not, go to alteration mode of the invoice and click P: Print. In the Voucher Printing screen:

1.    Click F12: Configure.

2.    Ensure the option Print e-Way Bill No.? is set to Yes.

3.    Accept the Invoice Print Configuration screen.

4.    Press Enter to print the invoice.

 

Export for e-Way Bill Report

In this report, you can:

     Resolve the exceptions by entering the mandatory details that were not provided during voucher entry.

     Check the invoice status to export or update e-Way Bill number and date.

     Create JSON or export data to JSON preparation tool

You can press Shift+Enter on each invoice under Invoices Ready for Export and Invoices Exported, to view the transport details of each invoice.

Status-wise View of e-Way Bill Report

     Go to Gateway of Tally > Display > Statutory Reports > GST > e-Way Bill > Export for e-Way Bill. The report appears for one day. You can change the date or period, if required.

     Click F12: Configure, and enable the options to view purchases made from unregistered and other dealers, sales returns, and delivery notes tracked with e-Way Bill details. You can also change the threshold limit of the transaction to view the vouchers in the report.

Exception: HSN Code not specified

Displays the count of transactions for which HSN code is not defined.

1.    Select the exception HSN Code not specified, and press Enter.

2.    Select the required stock item.

3.    Enter the HSN/SAC Name and HSN/SAC.

4.    Press Ctrl+A to accept.

Exception: Information required for e-Way Bill not provided

Displays the count of transactions for which mandatory details required for generating e-Way Bill are not provided.

1.    Select the exception Information required for e-Way Bill not provided, and press Enter.

Click X: Exclude Vouchers, to exclude a transaction from this report.

2.    Select the required voucher, and press Enter.

3.    Enter the missing details.

4.    Press Ctrl+A to accept.

 

Invoices Ready for Export

Displays the count of transactions which have all the mandatory details required for generating e-Way Bill, and are ready for export.

1.    Select Invoices Ready for Export and press Enter.

2.    Click F12: Configure and enable the options to view the taxable value and tax amount in separate columns.

     Click F4: Party to select a particular party ledger, and display the relevant transactions.

     Click X: Exclude Vouchers, to exclude a transaction from this report.

     Press Ctrl+O to open the GST portal.

3.    Select the required transaction (press Spacebar to select more than one transaction), and press Ctrl+E to export.

4.    Press Enter to create the JSON file.

 

Invoices Exported

Displays the count of transactions which are exported in MS Excel or JSON format.

1.    Select Invoices Ready for Export and press Enter.

2.    Click F12: Configure and enable the options to view the taxable value and tax amount in separate columns.

o     Click F4: party and select the required party ledger.

o     Click X: Exclude Vouchers, to exclude a transaction from this report.

o     Press Ctrl+O to open the GST portal.

o     Press Ctrl+E for to export the transactions to MS Excel or JSON format. This button is highlighted only on selecting transactions that do not have e-Way Bill number and date.

o     Press Ctrl+I to enter the e-Way Bill number and date in the Update e-Way Bill Information report.

o     Press Ctrl+W to enter the e-Way Bill details for the invoice in Manage e-Way Bill screen (same as Statutory Details screen of the invoice).

 

Excluded by User

Displays the count of transactions which excluded from the e-Way Bill report.

     Select Excluded by User and press Enter.

Click I: Include Vouchers to include the transaction in the report.

 

Voucher-wise View of e-Way Bill Report

In the Status-wise View of Export for e-Way Bill report, click V: Voucher-wise View to display the transaction details.

 

 

Update e-Way Bill Information

Displays invoices for which e-Way Bill number and date are not provided.

1.    Go to Gateway of Tally > Display > Statutory Reports > GST > e-Way Bill > Update e-Way Bill Information. Alternatively, you can press Ctrl+I from the Export for e-Way Bill report to view this report.

2.    Select the required party, and press Enter. The report appears for a one day. You can change the date or period, if required.

3.    Click F12: Configure and set the options, as required.

4.    You can click S: Status-wise View to view the report based on invoice status.

5.    Enter the e-Way Bill No., e-Way Bill Date, Consolidated e-Way Bill No. and Consolidated e-Way Bill Date, as applicable for each transaction.

6.    Save the report.

 

e-Way Bill Report

Displays invoices that have e-Way Bill number and date.

     Go to Gateway of Tally > Display > Statutory Reports > GST > e-Way Bill > e-Way Bill Report. Alternatively, you can press Ctrl+R from Export for e-Way Bill or Update e-Way Bill Information reports to view this report.

     In this report, you can:

o     Click F4: party and select the required party ledger.

o     Press Ctrl+G for status-wise view of Export for e-Way Bill report.

o     Press Ctrl+I to enter the e-Way Bill number and date in the Update e-Way Bill Information report.

o     Press Ctrl+W to enter the e-Way Bill details for the invoice in Manage e-Way Bill screen (same as Statutory Details screen of the invoice).

o     Press Ctrl+O to open the GST portal.

Invoices with e-Way Bill Information

     The report displays invoice details as shown below:

In this report, you can click C: Consolidated to group the invoices based on mode, vehicle number, place and state.

Consolidated e-Way Bill View

 

     Click C: Consolidated to view the grouping based on mode, vehicle number, place and state.

In this report, you can:

o     Click C: Invoice-wise to view the details of individual invoices.

o     Press Ctrl+U to enter the consolidated e-Way Bill invoice number and date.

o     Select more than one invoice (press Spacebar), and press Ctrl+E to create JSON for consolidated invoices as shown below:

The options in Update Consolidated Details appear only when the details are not provided in the invoices selected for export. The Mode, Vehicle No., From Place and State entered here, will be updated in the invoices.

Press Ctrl+O to open the GST portal.

 

Export Data to JSON preparation tool, and Create JSON

When you save the invoice enabled with the option to Export e-Way Bill details from invoice after saving, the Export Details for e-Way Bill screen appears. The default format is set to JSON e-Way Bill Details (Data Interchange). To download the tool, and export:

1.    Press Ctrl+O from Export for e-Way Bill or e-Way Bill Reports, to open the GST portal.

2.    Click e-Way Bill System > Click here to go to e-Way Bill Portal.

3.    In the e-Way Bill system, click Help > Tools > Bulk Generation Tools.

4.    Under JSON Preparation Tools, choose the required tool to download:

o     E-Waybill JSON Preparation - downloads the file EWB_Preparation_Tool.xlsm

o     Consolidated E-Waybill JSON Preparation - downloads the file CEWB_Preparation_Tool.xlsm

5.    Copy the downloaded file to the Export Location of Tally.ERP 9.

6.    In the Export for e-Way Bill screen, click Ctrl+E and select the Format as Excel e-Way Bill Details (Spreadsheet).

Note: If the offline tool is not available in the Export Location, the message appears as EWB_Preparation_Tool.xlsm does not exist. Download the tool from the e-Way Bill System of the GST portal and copy it in the Export Location of Tally.ERP 9.

7.    Press Enter to export. The file opens.

8.    Click Validate. On successful validation click Prepare JSON.

9.    Upload the JSON to portal to generate the e-Way Bill.

 

Enter e-Way Bill Details Directly on the Portal (From Release 6.3 to 6.3.1)

If you are using Release 6.3 or 6.3.1, you can enter the transaction details on the National Informatics Centre (NIC) portal, and generate the e-Way Bill. After registration on the portal, you can generate e-Way Bill, print it, and print the invoice from Tally.ERP 9 with e-Way Bill number