Sales data: register and GSTR-1

1. 1Open Sales Data and choose the Client.
2. 2Pick Sales Register or GSTR-1 (JSON) under Data Source.
3. 3Drop the file and click Upload & Process. It usually takes about 30 seconds.
4. 4Review the vouchers when the Upload Summary opens, then push them to Tally.

Filling the sales register template

• Click Download Template (.xlsx) and fill either With Inventory or Without Inventory — not both.
• Every row needs an Invoice Date (DD-MM-YYYY), a Customer Name and at least one amount.
• Repeat the Invoice Number on the next row for another item or tax rate on the same invoice.
• Type the GST exactly as on the invoice. Place of Supply is carried to Tally, but the tax split is taken from your figures.
• Reference Number and Reference Date are for the buyer's order; they go into the voucher's reference fields.
• For credit notes, you may pick a Credit Note Reason such as 01-Sales Return.

Sales returns and supplementary invoices

Write Credit Note in Voucher Type for a sales return, or leave it blank and enter a negative total — both become a Credit Note. In a sales register, a Debit Note is a supplementary invoice that adds to the sale. Negative figures in brackets, such as (1,234.00), count as negative.

What GSTR-1 brings in, and what it doesn't

From GSTR-1 we import B2B invoices, credit and debit notes, export invoices, and B2C sales: each large B2C invoice as its own voucher, and small B2C sales as one summary voucher per place of supply and rate, dated the last day of the return month. B2C vouchers use the client's existing Cash ledger as the party; if there is none, choose the party before you push. Nil-rated and exempt supplies, advances and amendments are not imported, and the HSN and documents-issued tables are summaries that Tally does not need. When something is left out, we tell you its taxable value and tax, because the sales in Tally will then not match the filed return. Buyer names come from the client's ledger with the same GSTIN; if we cannot find one, the buyer shows as its GSTIN and must be renamed before you push.

Ledgers for sales

• Sales ledger: we pick the client's ledger with "Sales" in its name, or you can set a default under Mappings → Default Sales & Purchase Ledgers. We never make up a "Sales Account" ledger in the client's Tally.
• Output GST ledgers (for example Output CGST 9%, Output SGST 9%, Output IGST 18%) must already exist in Tally.
• Customers: create new customers in Tally under Sundry Debtors and pull ledgers before pushing, so they carry the right group and GSTIN.
• Round off: a difference of up to ₹1 between the items and the invoice total goes to Round Off. A bigger gap stops the push until you correct the amounts.
• Stock items (With Inventory sheet): items missing in Tally can be created from the push screen with Create Stock Item(s) in Tally.