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GSTR 2 with Tally Patch

Download Tally Patch Now

Download Tally Patch

Set up Tally Patch

Configure Tally

Export from Tally

Import to ClearTax and file GSTR-2

Troubleshooting errors

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1. Download Tally Patch ● Click on Download button on this page

● A Zip file will be downloaded to your computer

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2.a Copy TCP file● Open the zip folder

● Copy the TCP file ‘ClearTax_Tally_Connector’

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2.b Open Tally folder● Go to your desktop

● Right click on Tally shortcut

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2.b Open Tally folder● Click on ‘Open file location’

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2.c Tally folder is now open

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2.d Paste TCP file in Tally folder

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● Open Tally

● Press F1 to select your business entity

3.a Choose your business entity in Tally

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● Press F12 to open Configuration Settings

● On Configuration menu, click on Product & Features’ option

3.b Open Configurations

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● Press F4 to set up TDL configuration

● Make ‘Load TDL files on startup’ as Yes

3.c Open Configurations

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3.d Open Configurations● Go to tally folder >select the path &

copy it

● Come back to tally screen , press

CTL+ALT+V to paste the tally folder

path

● Go to tally folder & right click on tcp

file> properties> copy file name

● On tally screen , press “ \“ after path

& then press CTL+ALT+V to paste tcp

file name

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3.e Patch is ready to use now

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● Press ESC twice & come to Gateway of Tally

● Under reports , choose ‘ClearTax Module’

4.a Exporting purchase data to Excel

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● Choose ‘Purchase GSTR-2’

4.b Exporting purchase data to Excel

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● Press F2 to set the period.

● For example, to export GSTR 2 data for July, set:

○ From date as 1-7-2017 to 31-07-2017

○ To date as 31-7-2017

4.b Set the period

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● Press Alt + E

● Note down the location where the file is exported to.

4.b Export to Excel

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5.a Login to ClearTax GST & Select Your Business

● Login to your account on ClearTax GST. Select the business for which you wish to prepare GSTR-2 and choose ‘GSTR 2’

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5.b Go to My Data tab and choose ‘Upload Excel’

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5.c Choose Purchase Invoice option in Step 3, select month of return & upload the Excel

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5.d Validate the Data and make corrections if any

● If a bill has any error, the cell with incorrect detail will be highlighted in red colour.

● Click on the highlighted cell and fill the right information

● After you have fixed all errors, click on ‘Revalidate’

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5.e Your data is now in ClearTax GST

● On successful import of all the invoices, the following screen will be shown.

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5.f Read the guide given below & file your return

Read our complete guide for the next steps

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6a. Troubleshooting errors: Missing Invoice Number

● If supplier invoice no. is missing in Tally, you will see error while uploading your data.

● Enter supplier invoice number in Tally & re-upload the file & click on “re-validate button”

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6b. Troubleshooting errors: Item Qty

Item is a Service: Here you can’t have quantity as “0”. Delete the figure & leave the cell as blank.

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7. Here is how your ClearTax Tally Patch works

When data is exported from Tally, the patch reads your data such as tax rate, nature of transaction etc in the below order:

1)Tax classification 2)Accounting Ledger3) Accounting Group4)Item Ledger5)Item Group6)Company Level

Which means if any data is missing, in Tax classification screen, patch will read the values mentioned in accounting ledger and so on.

For example : In tax classification, if nature of transaction is not mentioned, then it will be picked from accounting ledger.

To avoid any confusion enter the correct details in tax classification screen-explained in next slide

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7 a. Review details in Tax Classification ScreenStep1) open your purchase invoice> press f12> under Statutory options > set allow modification as “yes”

Step 2) Choose the nature: for ex Interstate purchase taxable

Step 3) press F12> Set the tax & Cess rates. (these rates will be picked by ClearTax software on priority) If these rates are missing here, software will pick values mentioned in accounting ledger, accounting group & so on.

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