Problem Overview

Tally is a widely used accounting software for GST compliance. However, users often encounter challenges when generating and filing GST returns directly from Tally. Common issues include discrepancies between Tally data and the GST portal, errors during JSON export, incorrect HSN/SAC code mapping, unit of measurement (UoM) mismatches, and difficulties in reconciling GSTR-2A/2B. These problems can lead to delays, penalties, and a tedious manual reconciliation process, consuming significant time and resources for businesses.

Solution

Addressing Tally-related GST filing issues requires a systematic approach:

  1. Data Verification in Tally: Before generating returns, ensure all sales, purchase, and debit/credit note entries are accurately recorded with correct GST rates, HSN/SAC codes, and party GSTINs. Use Tally's 'GST Reports' to identify discrepancies.
  2. Update Tally Software: Always use the latest release of TallyPrime or Tally ERP 9. Tally frequently releases updates to incorporate changes in GST laws and resolve existing bugs.
  3. Check GST Setup: Verify that GST features are correctly enabled and configured for your company and masters (ledgers, stock items). Ensure the correct GST registration type and period are set.
  4. Generate & Export GSTR: Use Tally's 'GST Returns' section (e.g., GSTR-1, GSTR-3B) to generate the summary. Scrutinize the 'Uncertain Transactions' section and resolve all errors before exporting the JSON file.
  5. GST Portal Upload & Reconciliation: Upload the Tally-generated JSON to the GST portal. If errors occur during upload, review the GST portal's error report and cross-check with Tally data. For reconciliation, regularly match GSTR-2A/2B data with your purchase records in Tally.
  6. Common Error Resolution: Address specific errors like 'GSTIN Invalid' by correcting party details, 'UoM Mismatch' by ensuring consistent units, and 'HSN/SAC Code Missing' by updating item masters.

Conclusion

While Tally simplifies many accounting tasks, navigating GST return filing can still present obstacles. Diligent data entry, regular software updates, and careful verification are crucial to minimize errors. For businesses seeking to streamline this process and avoid common pitfalls, automation tools offer a robust solution. Leveraging an advanced automation tool like Behold can significantly enhance accuracy, automate data reconciliation, and ensure timely, error-free GST return filing, transforming a complex task into a seamless operation.