GSTR 2 online filing procedure

Hello and welcome to a 4-part blog series on the procedure to file GSTR-2 using Saral GST software. In this series, we will be discussing the following details:

Steps to generate GSTR2 through Saral GST

GSTR 2 online filing procedure

In this post, we will be discussing the first part i.e, Entry/Import of transaction.

The invoices in Saral GST can be entered manually, it can also be imported from Excel, Saral Accounts, Tally and Department Offline Excel Template.

You can either go ahead and read the post or watch the videos in which we have shown how to do the processes.

  •  Manual Entry:

Goto GSTR2-> Entry.

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 Select the Month of filing & required Category of the entry (i.e. Registered Person, Reverse Charge, etc.).  Click on Add Button.

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Here, Click on New and add the Invoice details and save the details.

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Note:

  • All fields having the asterisk mark are mandatory to be entered.
  • Eligibility option has to be selected from the drop-down provided which mentions the invoice eligibility for Input Tax Credit (ITC). Here,

Input refers to ITC eligibility on Input Goods

Capital Goods refers to ITC eligibility on Capital Goods

Input Service refers to ITC eligibility on Input Services

None is no ITC eligibility

  • To Import from Excel: Goto GSTR2-> Entry. Select the Month of filing. Click on Import


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Click on Template. An Excel template will be downloaded. Enter the invoice details in this template.

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Once the excel file is ready, Click on Choose File and select the excel template containing the invoice details.

Select the Category if any specific data has to be imported else Select all Categories.

Validate the data for any error by clicking on Validate and if no error found, click on Import to import the details into the software.

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 Note:

  • Enable “Skip if data already present” to avoid duplication of data on import.
  • If any error is generated, click on Goto Error hyperlink shown on screen. This will take you to the error filed in the excel. Rectify and repeat the process of import.

 

  • Import from Saral Accounts: To import from Saral accounts, first goto Saral Accounts -> Compliance -> GST Return

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Enter the duration of invoice required i.e From date – To Date. Select the Return Type as Form GSTR-2 and click on Generate.

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An excel file will be generated. With the excel generated, goto Saral GST-> GSTR2-> Entry -> Import.

  • Click on Choose File and select the excel template generated from Saral Accounts.
  • Select the Category if any specific data has to be imported else Select all Categories.
  • Validate the data for any error by clicking on Validate and if no error found, click on Import to import the details into the software.

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  • Enable “Skip if data already present” to avoid duplication of data on import.
  • If an error is generated, click on Goto Error hyperlink is shown on screen. This will take you to the error filed in the excel. Rectify and repeat the process of import.

Export of Details to Excel: Invoice details entered in the software can be exported to Excel. To export, goto Entry -> Import and click on Export. All the invoice details entered in Saral GST will the made available in Excel file.

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After entering the details in Saral GST and before proceeding to next step of GSRT2 filing, some master settings are required to be done.

Firstly provide the GSTN User Id and Password in Assessee Master. Here option is provided to Auto Fetch the details of the Assessee from GSTN, on providing the GSTIN, GSTIN User Id & Password.

Goto Master -> Assessee Master. Enter the GSTIN, GSTIN User Id & Password and click on Autofill. All mandatory information will be auto fetched.

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Next, Settings to be done for the type of return filing. Here, provide all the details required and select on filing option. Here, “File through GST Portal” is an offline process were filing will be done through GSTN portal and “File through GSP” is an online process were filing will be done through GSP (GST Suvidha Providers) network and is a paid service.

 

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If the filing is done through GST portal, then all process will be done manual i.e download, upload, submission, and filing. The required files have to be generated in Saral GST and taken to GSTN manually.

If the filing is done through GSP, under Application Settings the option has to be set to “File through GSP”.After the setting, certain API has to be enabled in the GST portal.

In the GST Portal, goto My Profile -> Manage API Access and enable the API request by selecting YES and set the duration for which this setting will be active. The maximum duration will be 30 Days and the minimum being 6 Hours. Click on Confirm to save the settings.

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After API is enabled in GST portal, an OTP setting has to be done in Saral GST. Goto OTP which is shown in the dashboard.

 

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Here, click on Generate OTP. An OTP will be sent to the registered mobile number which was given during GSTIN registration. Enter the OTP and click on Submit. The OTP will be saved and will be valid for the duration given in the GST portal during API enablement (Maximum 30 Days).

The expiry date of the OTP will be shown on screen.

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On the dashboard, the time left for OTP expiry will be shown. Till the OTP expires, the user can directly communicate with GSTN without any other authentication.

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That’s it for the first part. If you have any questions or comments, ask them below.

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