ExpressGST || Import GSTR2 Books Data via EXCEL (Blank Template or Template with PAN Level)
To import GSTR-2 books data via an Excel sheet into Express GST, follow these steps:
Step 1: Log in to ExpressGST
- Use your username and password to log in to the ExpressGST portal.
- Navigate to the Client Master page, where you can view all clients.
- Select the client for whom you want to import the GSTR-2 PAN Level data.
Step 2: Access Return Summary
- After selecting the client, the Return Summary page will open.
- This page will show various GSTR filings, including GSTR-1, GSTR-3B, GSTR-9, and GSTR-9C.
Step 3: Initiate the Import
- Click on "Import Books Data".
- This will open the Import Book Data window, where you can upload the GSTR-2 PAN Level Excel file.
- If you don’t have the template, click on "BLANK Template" or "Template with PAN Level" to download the required file.
Step 4: Prepare the Excel Template
- Fill in the necessary data in the downloaded GSTR-2 Blank Template or GSTR-2 PAN Level template.
- Once completed, click the "Browse" button to select the filled file, and then click "Open".
Step 5: Start the Import
- After selecting the file, click "Import" to start the import process.
Step 6: Review Import Status
- An Import Status window will pop up, allowing you to review the data that was imported from the Excel file.
- Ensure that all data has been accurately reflected.
Step 7: Confirm the Import
- Click "Okay" to confirm and finalize the import.
Step 8: Verify the Data
- Navigate to the Books vs 2A/2B Annual section.
- Select the month and year for which the GSTR-2 data was imported, then click "View".
- The imported GSTR-2 PAN Level book data will now be visible for review and reconciliation.
- Click on the 'Invoice Wise Reco' option to reconcile books versus portal invoices, focusing on an invoice-wise comparison.
By following these steps, you’ll successfully import your GSTR-2 PAN Level purchase data into the ExpressGST portal. This ensures that all relevant purchase details are captured accurately for GST filing and reconciliation, streamlining the filing process.
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