GSTR-2A/2B Book Data Edit Process

ExpressGST || GSTR-2A/2B Book Data Edit Process - DIY

Step-by-Step Guide for Book Data Edit (IMPG/SEZ, B2B, ISD Section-Wise)

Step 1: Import GSTR-2 Data
Begin by importing your GSTR-2 data into the software. You can do this using either of the following methods:
  1. Upload an Excel file containing your purchase data, or
  2. Import directly from Tally, if your books are maintained there.
✅ Ensure the file structure matches the system format for a smooth import process.
 
Step 2: Navigate to the “Books vs 2A/2B Annual” Section
Once the data is imported:
  1. Go to the “Books vs 2A/2B Annual” section in the software.
      
  1. This section displays a comparison between Books Data and 2A/2B Data. 
Editable Book-Wise Entries
Within this section, users can edit Books Data regardless of the current status:
  1. Matched
  2. Partially Matched
  3. Books Only

Step 3: Editable Fields in 2A/2B Reconciliation
Users can update or correct the following fields:
  1. Document Type
  2. Document Number
  3. Document Date
  4. Taxable Value
  5. Tax Rate
  6. Reverse Charge (RCM)
  7. Eligibility
  8. Tax Amounts
      

Step 4: How to Edit
  1. Click on the field you want to modify (e.g., Document Type, Invoice Number, Tax Amount).
      
  1. The field will become editable, allowing you to make changes.
  2. Click Done to save the changes.

PAN-Level Reconciliation
For PAN-level reconciliation, the editable fields remain the same as above.

Accessing PAN View:
  1. Navigate to the PAN View section in the application.
      
  1. This section allows you to:
    1. View all companies linked to a single PAN.
    2. Compare registrations between the software and the GST portal.
PAN Dashboard:
  1. Facilitates cross-verification of multi-GSTIN data.
      

Invoice-Wise Reconciliation:
  1. Compares invoices recorded in Books against GST returns.
      
  1. By selecting Cross Match / Cross Partial Match / In Books Only, users can edit Book data accordingly.
      

Step 5: Automatic Linking with 2A/2B Data
After any edit:
  1. If the modified entry matches a 2A/2B record, the system will automatically link it.
  2. Ensure that key fields such as GSTIN, Invoice Number, Date, and Tax Amount are accurate for auto-matching.
 
Impact on Reconciliation Status
Any changes to Books Data may impact reconciliation status:
  1. Matched → Unmatched / Partially Matched if key fields are altered.
  2. Unmatched → Matched if updates align the entry with 2A/2B data.
Impact on Manual or Multi-Linking
  1. If a record was manually linked, edits may break the link.
  2. The system will prompt for re-validation where required. 
Document Type Editing Restriction
  1. Document Type changes are allowed only within the same section.
  2. For example:
    1. Invoice → Debit Note (DN) or Credit Note (CN) (allowed)
    2. Invoice → IMPG or IMPG-SEZ (not allowed)
  3. Purpose: To correct data within the section, not to move entries across sections.

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