Import GSTR-2 Data from Tally to Express GST

ExpressGST || Import GSTR-2 Data from Tally to Express GST


When importing GSTR-2 data from Tally to Express GST, it’s essential that the following prerequisites are met to ensure accurate mapping and successful data import.

Prerequisites for Importing GSTR-2 from Tally to Express GST:

Matching GSTIN Number:
  1. The GSTIN (Goods and Services Tax Identification Number) in both Tally and Express GST must be identical.
  2. If there’s any discrepancy between the GSTIN in Tally and Express GST, the system will not be able to map or import the data accurately.
Matching Port Code:
  1. The Port Code used in both Tally and Express GST must match.
  2. The port code is essential for identifying the correct import/export location. Mismatches may prevent successful data import.
Ensuring that both the GSTIN number and the Port Code are identical will allow Express GST to seamlessly map and import the GSTR-2 data from Tally, making the process efficient and error-free.

How to Import GSTR-2 Data from Tally into Express GST

Choose the client for whom you wish to import GSTR-2 book data from Tally by clicking on their name. This will take you to the Return Summary page.

On the Return Summary page, locate the Import Books Data button on the left side and click it.

      

A wizard will appear, offering two options for importing GSTR-2 data from Tally:
  1. My PC: Choose this option if Tally is installed and running on the same system as the ExpressGST application. This allows for direct data import without requiring a network connection, ensuring a seamless process.
  2. Client PC: Select this option if Tally is installed on a different computer. This enables you to import data remotely from the client’s system. The client will receive a syncing link via email, allowing them to sync their data with the ExpressGST application.

Import GSTR-2 Data on My PC


Step 1: Select "My PC" on this Wizard.
Note : Select "My PC" indicates that the TALLY software is installed and running on the same system where the ExpressGST application is currently being used. This option should be selected when both applications are hosted on the same computer to ensure seamless data integration between TALLY and ExpressGST.

      

Step : 2 Click My PC to proceed with the Tally import process. This will display the companies listed in Tally that have a GSTIN and Port Number mapped to Express GST.

      

Step 3: Select the company you want to import and click Map. A message from Tally will appear, confirming the mapping.

      

Step 4: Sync GSTR-2 Data - 
  1. To manually sync the GSTR-2 data, turn off Auto Sync.
            
  1. Click Sync Now to initiate the syncing process. The system will begin importing GSTR-2 data from Tally into Express GST.
            

Step 5: Once the syncing is complete, a window will display the status of the imported GSTR-2 data. Click Close to exit the Tally Sync Status window.

      

Step 6: To view the imported GSTR-2 data, go to the Books vs 2A/2B Annual section, and select the desired month and financial year. This will open a window displaying the imported GSTR-2 data from Tally.

Import GSTR-2 Data on Client PC

Note : Client PC refers to a different computer where Tally is installed, which is separate from the machine running the ExpressGST application. When you choose the Client PC option, it allows you to remotely import GSTR-2 data from that other computer. The client (the person using Tally on the remote computer) will receive a syncing link via email to facilitate the data transfer between their system and the ExpressGST application on your system.

Step 1: Click Import Books Data, then select Client PC.

      

Step 2 : Fill in the client details—client name, email address, and phone number—and click Send Request to Client.

      

Step 3: The client will receive a syncing link via email. Instruct the client to open the email and click Take Action to proceed with the data syncing.

      

Step 4: Once you click on "Take Action", you will need to install the Express Connector for the first time. After the installation is complete, click the "Take Action" button again.

By following this process, you can successfully import GSTR-2 data from Tally to the Express GST portal, ensuring efficient and accurate data management.

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