GST reports from your Tally data

What the GST views show

Every month or quarter, a regular GST taxpayer reports outward supplies in GSTR-1 and pays tax through GSTR-3B. Both are built from the same invoices, credit notes and purchase entries that already sit in Tally. Cashflow OS reads that synced data and lays it out in the shape of the returns:

• GSTR-1: tiles for the sections of the return, each opening into the bills behind it and the HSN-wise summary.
• GSTR-3B: a view of outward tax, inward supplies and tax figures prepared from the Tally data.
• JSON download for uploading to the GST portal.

For background on the returns themselves, see what is GSTR-1 and GSTR-1 vs GSTR-3B. This is general information, not tax advice; rules, forms and due dates can change by notification, so check gst.gov.in.

Why a review step matters

Most GST trouble starts small: a B2B invoice entered without the buyer's GSTIN, so it falls into B2C and the buyer cannot claim credit; a wrong HSN on one item; a credit note in the wrong month; a party's state set wrongly, so CGST and SGST were charged instead of IGST. These are easy to fix in Tally before filing and tiresome to fix after. Being able to tap a tile and see the bills behind the number makes the review fast enough that it actually happens. Our list of common GSTR-1 errors is a good checklist.

A worked example of a pre-filing check

An electrical goods trader's accountant opens the GSTR-1 view for October on the 6th of November:

After the corrections are made in Tally and synced, she reopens the view, the counts agree, and she downloads the JSON. The whole check took under an hour, on the web app, while the billing clerk kept using Tally.

Where GST views fit in your monthly cycle

A sensible monthly GST cycle for a business on TallyPrime has four stages. First, all sales, purchases, credit notes and debit notes for the month are entered in Tally, ideally by the first few days of the next month. Second, someone reviews the GSTR-1 view tile by tile, opening the bill-wise and HSN-wise detail wherever a figure looks odd. Third, corrections are made in Tally itself, so the books and the return stay the same. Fourth, after the connector has synced the corrections, the JSON is downloaded and uploaded on the portal, followed by GSTR-3B. Keeping the correction in Tally, rather than editing figures on the portal only, means next year's annual return and any later query will agree with your books.

Who uses it

• In-house accountants preparing the monthly or quarterly return.
• CA firms reviewing a client's data after being invited with the accountant role.
• Owners who want to see the tax picture before the accountant files.

Tips for clean GST data

• Keep party GSTINs and states correct in Tally. GST is worked out from the item and the party's state when vouchers are made from the app, and wrong masters produce wrong tax.
• Keep HSN codes on stock items. The HSN-wise view is only as good as the item masters.
• Enter credit and debit notes in the right period.
• Review a few days before the due date, not on the due date, so there is time to correct in Tally.
• Reconcile purchase data separately with what suppliers have reported; see reconciling GSTR-2B with the purchase register.

What it does not do

• It does not file returns. You upload the JSON and file on the GST portal.
• The GST views prepare figures and JSON only; e-invoices (IRN) and e-way bills are a separate feature, on plans that include them.
• It does not give tax advice or decide how a transaction should be treated; it reflects what is in Tally.
• Its figures depend on Tally being complete and the connector having synced the latest entries.