GSTR-2A/2B Book Data Edit Process

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

Step-by-Step Guide for Editing Book Data in IMPG/SEZ, B2B, and ISD Sections

Step 1: Import GSTR-2 Data
Begin by importing your GSTR-2 data into the software. You can choose any of the following methods:
  1. Upload an Excel File: Containing your purchase data.
  2. Import from Tally: If your books are maintained in Tally.
Ensure the file structure adheres to the system format for a seamless import process.

 Step 2: Access the “Books vs 2A/2B Annual” Section
After importing the data:
  1. Navigate to the “Books vs 2A/2B Annual” section.
      
  1. This section displays a comparison between Books Data and 2A/2B Data.

Step 3: Edit Book-Wise Entries
Within this section, users can edit Books data irrespective of the current status:
  1. Matched
  2. Partially Matched
  3. Books Only
Editable Fields Include:
  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 Fields
To update or correct any detail:
  1. Click on the field you wish to modify (e.g., Document Type, Invoice Number, Tax Amount).
  2. The selected field will become editable for direct input.
      
  1. After making the necessary changes, click Done to save.
 
Step 5: Automatic Linking with 2A/2B Data
Once the edits are completed:
  1. If the updated entry matches a record in 2A/2B, the system will automatically link it.
Important: Ensure key fields such as GSTIN, Invoice Number, Invoice Date, and Tax Amount are accurate for successful auto-matching.
 
Impact on Reconciliation Status
Editing Books data can change the reconciliation status:
  1. Matched → Unmatched / Partially Matched if key details are altered.
  2. Unmatched → Matched if the modifications align with 2A/2B records.
 
Impact on Manual or Multi-Linking
  1. If a record was manually linked, any change in Books data may break the link.
  2. The system will prompt for re-validation if re-linking is required.
 
Document Type Editing Restrictions
  1. Document Type edits are allowed only within the same section.
  2. For example:
    1. Invoice can be changed to Debit Note (DN) or Credit Note (CN).
    2. It cannot be changed to IMPG or IMPG-SEZ, and vice versa.
Note: The objective is to correct entries, not to reallocate them across sections.

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