Purchase data: register, GSTR-2B and GSTR-2A

1. 1Open Purchase Data and choose the Client.
2. 2Under Data Source, pick Purchase Register, GSTR-2B or GSTR-2A. For the returns, Download from GST Portal opens the portal in a new tab.
3. 3Drop the file and click Upload & Process. It usually takes about 30 seconds.
4. 4The Upload Summary opens when it is done. Review the vouchers and push them to Tally.

Filling the purchase register template

• Click Download Template (.xlsx). It has two sheets, With Inventory and Without Inventory. Fill only one of them.
• Every row needs an Invoice Date (DD-MM-YYYY), a Supplier Name and at least one amount.
• For an invoice with several items or tax rates, repeat the Invoice Number on each row.
• Type the tax exactly as on the invoice — IGST Amount for inter-state, CGST Amount and SGST Amount for intra-state. We use your figures as they are; we do not work them out from the state.
• Total Amount may be left blank; we add the taxable value, taxes and cess.
• The sample rows (invoice numbers starting with EXAMPLE) are skipped, so you may leave them.
• Headings are matched by name, so you can re-order columns — but keep the heading text unchanged.

Purchase returns and notes

Either write Debit Note (for a purchase return) or Credit Note in the Voucher Type column and keep the amounts positive, or leave Voucher Type blank and enter the total as a negative figure — a blank type with a negative total becomes a Debit Note. Brackets such as (1,234.00) count as negative. If you write Purchase but the amounts are negative, we post it as an ordinary purchase and mark it for you to check.

Checks on every invoice

• Taxable value plus GST does not equal the invoice total (a gap of more than ₹1).
• Both IGST and CGST/SGST appear on the same invoice.
• The GST works out to a rate that is not a GST slab — usually two rates on one line.

Invoices with these warnings are marked for review. Rows with no date, no supplier or all-zero amounts are not imported; the Document Library lists each one with its row number so you can correct the file.

GSTR-2B and GSTR-2A

• Download the return from the GST portal and upload it without editing it.
• A supplier's credit note is booked as a Debit Note voucher, which reduces the purchase and the input tax.
• For imports of goods (bill of entry), the party is left for you to set during review.
• Supplier names come from the return, or from the client's ledger with the same GSTIN.
• Invoices already imported for this client — same invoice number, GSTIN, date and amount — are skipped on their own.
• If the return was filed under a different GSTIN from the client's, or its period does not match, every voucher from it is marked for review.
• Amendments, ISD entries and a few other sections of the return are not imported.

Ledgers for purchases

During review, set the Party Ledger (the supplier), the Purchase A/c, and the input CGST, SGST or IGST ledgers. We suggest them from the client's existing ledgers. A missing supplier ledger is created in Tally for you at push, under Sundry Creditors. GST and TDS ledgers, and anything under Duties & Taxes, are never created for you — create them in Tally and pull ledgers again. To save time, set a default purchase ledger under Mappings → Default Sales & Purchase Ledgers.

• The supplier's invoice number and date go into the voucher's reference fields in Tally. If you fill the Reference Number column, that is used instead.
• Click TDS in the review toolbar to show the TDS Ledger and TDS Amt columns.
• For a nil-rated or exempt value, open the row's details (press Enter on the row) and fill Nil-rated / Exempt. Choose an Exempt Ledger to post it separately, or leave it blank to post it to the Purchase A/c.