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Tally patch for GSTR 2 - ClearTax GST

MASOOM SEKHAR SAHOO
MASOOM SEKHAR SAHOO

Download tally patch to export data from Tally & file return on ClearTax GST Software. Your all Tally ERP 9 Solutions can be integrated with ClearTax GST.

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ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 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
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 1. Download Tally Patch Click on Download button on this page A Zip file will be downloaded to your computer
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 2.a Copy TCP file Open the zip folder Copy the TCP file ClearTax_Tally_Connector
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 2.b Open Tally folder Go to your desktop Right click on Tally shortcut
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 2.b Open Tally folder Click on Open file location
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 2.c Tally folder is now open
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 2.d Paste TCP file in Tally folder
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 Open Tally Press F1 to select your business entity 3.a Choose your business entity in Tally
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 Press F12 to open Configuration Settings On Configuration menu, click on Product & Features option 3.b Open Configurations
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 Press F4 to set up TDL configuration Make Load TDL files on startup as Yes 3.c Open Configurations
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 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
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 3.e Patch is ready to use now
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 Press ESC twice & come to Gateway of Tally Under reports , choose ClearTax Module 4.a Exporting purchase data to Excel
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 Choose Purchase GSTR-2 4.b Exporting purchase data to Excel
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 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
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 Press Alt + E Note down the location where the file is exported to. 4.b Export to Excel
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 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
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 5.b Go to My Data tab and choose Upload Excel
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 5.c Choose Purchase Invoice option in Step 3, select month of return & upload the Excel
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 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
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 5.e Your data is now in ClearTax GST On successful import of all the invoices, the following screen will be shown.
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 5.f Read the guide given below & file your return Read our complete guide for the next steps
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 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
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 6b. Troubleshooting errors: Item Qty Item is a Service: Here you cant have quantity as 0. Delete the figure & leave the cell as blank.
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 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 Ledger 3) Accounting Group 4)Item Ledger 5)Item Group 6)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
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 7 a. Review details in Tax Classification Screen Step1) 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.
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 Thanks for reading! Go to www.cleartax.in/GST to file or create bills Share this guide and help others Read our guides, email or call us for any support

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Tally patch for GSTR 2 - ClearTax GST

  • 1. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 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
  • 2. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 1. Download Tally Patch Click on Download button on this page A Zip file will be downloaded to your computer
  • 3. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 2.a Copy TCP file Open the zip folder Copy the TCP file ClearTax_Tally_Connector
  • 4. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 2.b Open Tally folder Go to your desktop Right click on Tally shortcut
  • 5. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 2.b Open Tally folder Click on Open file location
  • 6. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 2.c Tally folder is now open
  • 7. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 2.d Paste TCP file in Tally folder
  • 8. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 Open Tally Press F1 to select your business entity 3.a Choose your business entity in Tally
  • 9. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 Press F12 to open Configuration Settings On Configuration menu, click on Product & Features option 3.b Open Configurations
  • 10. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 Press F4 to set up TDL configuration Make Load TDL files on startup as Yes 3.c Open Configurations
  • 11. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 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
  • 12. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 3.e Patch is ready to use now
  • 13. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 Press ESC twice & come to Gateway of Tally Under reports , choose ClearTax Module 4.a Exporting purchase data to Excel
  • 14. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 Choose Purchase GSTR-2 4.b Exporting purchase data to Excel
  • 15. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 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
  • 16. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 Press Alt + E Note down the location where the file is exported to. 4.b Export to Excel
  • 17. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 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
  • 18. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 5.b Go to My Data tab and choose Upload Excel
  • 19. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 5.c Choose Purchase Invoice option in Step 3, select month of return & upload the Excel
  • 20. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 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
  • 21. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 5.e Your data is now in ClearTax GST On successful import of all the invoices, the following screen will be shown.
  • 22. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 5.f Read the guide given below & file your return Read our complete guide for the next steps
  • 23. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 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
  • 24. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 6b. Troubleshooting errors: Item Qty Item is a Service: Here you cant have quantity as 0. Delete the figure & leave the cell as blank.
  • 25. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 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 Ledger 3) Accounting Group 4)Item Ledger 5)Item Group 6)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
  • 26. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 7 a. Review details in Tax Classification Screen Step1) 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.
  • 27. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 Thanks for reading! Go to www.cleartax.in/GST to file or create bills Share this guide and help others Read our guides, email or call us for any support