Import GSTR-2 Data from Tally to Express GST

ExpressGST || Import GSTR2 Data from Tally to Express GST


ExpressGST | Importing GSTR-2 Data from Tally

The following steps and prerequisites are essential for accurately importing GSTR-2 data from Tally into ExpressGST. Meeting these criteria ensures precise mapping and successful data import.


Prerequisites for Importing GSTR-2 Data from Tally to ExpressGST

  1. Matching GSTIN

    • Ensure the GSTIN (Goods and Services Tax Identification Number) in both Tally and ExpressGST is identical.
    • Any discrepancy in GSTIN will prevent the system from accurately mapping or importing the data.

  2. Matching Port Code

    • The Port Code in both Tally and ExpressGST must match to correctly identify import/export locations.
    • Mismatches may result in unsuccessful data imports.

By aligning both the GSTIN and Port Code, ExpressGST can seamlessly map and import the GSTR-2 data from Tally, ensuring an efficient and error-free process.


How to Import GSTR-2 Data from Tally into ExpressGST

Step 1: Select the Client

  • Log in to ExpressGST and select the client whose GSTR-2 data needs to be imported. This will take you to the Return Summary page.

Step 2: Access Import Books Data

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

Step 3: Configure Import for GSTR-2 Data

  • Click Import Books Data and select the GSTR-2 option.
      
  • Click Configure with Tally.
      

A wizard will open, providing two options for importing GSTR-2 data from Tally:

  1. My PC → Select this option if Tally is installed and running on the same system as the ExpressGST application, allowing direct data import without a network connection.

  2. Client PC → Choose this option if Tally is on a separate computer. The client will receive a syncing link via email to facilitate the data sync with ExpressGST.




Importing GSTR-2 Data on My PC

Step 1: Select “My PC” → Choosing "My PC" indicates that Tally is installed and active on the same system as ExpressGST.

      


Step 2: Initiate the Tally Import Process → Click My PC to proceed. This will display companies in Tally with mapped GSTIN and Port Numbers to ExpressGST.

      

Step 3: Map the Selected Company → Choose the desired company and click Map. Tally will confirm the mapping with a message.

      

Step 4: Sync GSTR-2 Data → If Auto Sync is disabled, manually initiate the sync by clicking Sync Now to import the GSTR-2 data from Tally into ExpressGST.

      

Step 5: Complete the Sync Process → Once 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: Comparison View → Go to Books vs 2A/2B Annual and choose Supplier-wise or Invoice-wise Reconciliation for a detailed comparison.

Notes
Note: Use filters like Matched, Partially Matched, In Books Only, and In 2A/2B Only for clarity.



Importing GSTR-2 Data on Client PC

NotesNote : 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: Select Client PC → Click Import Books Data, then choose Client PC.

      

Step 2: Enter Client Details → Fill in the client’s name, email, and phone number, and then click Send Request to Client.

      

Step 3: Syncing Process for Client → The client will receive an email with a syncing link. Instruct the client to open the email and click Take Action to start syncing.

      

Step 4: Install Express Connector → For the initial setup, install the Express Connector by clicking Take Action once more after installation.
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By following these steps, GSTR-2 data can be efficiently imported from Tally into ExpressGST, supporting streamlined and accurate data management.


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