Problem Overview

Many businesses rely on Tally Prime for their accounting and GST compliance. While Tally streamlines many processes, users often face specific challenges when generating and filing GST returns (GSTR-1, GSTR-3B, GSTR-9). Common issues include data discrepancies, incorrect HSN/SAC codes, invoice mismatches, validation errors during JSON export, difficulties in reconciling Tally data with the GST portal, and portal upload failures due to structural errors in the generated JSON files. These problems can lead to delays, penalties, and significant manual effort in rectification.

Solution

Step 1: Verify Data Accuracy in Tally: Before exporting, ensure all transactions are correctly entered. Use Tally's 'GST Status' report to identify incomplete, mismatched, or erroneous entries. Pay close attention to GSTINs, HSN/SAC codes, invoice numbers, and tax amounts.

Step 2: Update Tally Software: Always work with the latest version of Tally Prime. Updates often include fixes for GST-related issues and compliance changes, ensuring the JSON structure aligns with the GST portal's requirements.

Step 3: Utilize GST Reconciliation: Regularly reconcile your Tally data with GSTR-2A/2B from the GST portal. This helps in identifying discrepancies in input tax credit (ITC) and ensuring your GSTR-3B is accurate.

Step 4: Export and Validate JSON: After ensuring data accuracy, export the GST return JSON file from Tally. Crucially, use the GST Offline Utility Tool (downloadable from the GST portal) to validate this JSON file before attempting to upload it to the portal. This tool highlights any structural or data errors that Tally might have missed.

Step 5: Manual Correction and Re-export: If the offline utility or the portal flags errors, navigate back to Tally, correct the source data, and re-export the JSON. For complex issues, consult Tally's support or a tax professional.

Conclusion

While Tally is a powerful tool, mastering its GST return filing capabilities requires diligence in data entry and proactive troubleshooting. Addressing these common issues by verifying data, keeping Tally updated, and using the offline utility can significantly streamline your GST compliance. For businesses looking to further enhance accuracy and efficiency, an automation tool like Behold can further simplify GST compliance, reducing manual intervention and ensuring seamless return filing.