How to get the expense wise split in GSTR 9C Bulk data from Tally ERP

 In GSTR 9C, we required to prepare a lot of data with respect to Input and Output Tax pertains to GSTR 3B and GSTR 1. Under GSTR 9C an expense-wise bifurcation of the Inputs availed should be mentioned under “Table 14” which requires a lot of time to prepare manually. For the first two years, they are made optional by the government.

Here is the solution for making life easy by simple steps in Tally ERP. Both the methods stated have a pre-requisite that GST Input is booked against the expense in a single Entry (things might not work if you pass two separate entries for expense booking and Input booking). The first method is much easier as no further work needs to be done in Excel.

Method 1: GSTR 3B report in Tally ERP

Tally has a feature that provides data for GSTR 3B that can be useful if you have correctly defined the voucher types. We should maintain expense category based on the voucher type.

The path for getting the GSTR 3B report from Tally ERP is “Gateway of Tally –> Display Menu –> Statutory reports –> GST Reports –> GSTR 3B”. You can change the period (F2) as required for the User.

Under the “Inward supplies” section, you can see the “purchases taxable” grouped under ‘Taxable’ head. In case you are seeing the GSTR 3B that has the same headings as that of a Return such as ‘Eligible ITC’ instead of Inward supplies, change the type of report to View Summary(Alt+V). To get more details on purchases taxable you can able to see the voucher wise Input details for the entire year. Now all you have to do is change the report type to Ledger Wise (Alt+L), here you can see the entire year’s Input broken down into the respective Ledgers. For double check, ensure cross-checking of data for sample line items. You can refer to the below picture:

Method 2: Input tax ledgers (Columnar View)

Take up the Input GST ledgers (i.e. CGST, SGST & IGST) one by one and then take a columnar report of them. For that open an Input Ledger, then change the view to Columnar (Alt+F8), and then press Ctrl+A to accept all features as it is. You can see the columnar view of each entry made with ledgers affected by them as various columns. You can use filters to display only entries having one expense and note the total of the GST amount against that. This is not so easier way to work around. Here you have to use your Experience of tally data and excel skills to get the desired output but for sure you will save a good amount of time out of it. You can refer to the below picture:   

Hope you find this article useful and for any further clarification do contact me at sekharbabu.busam@gmail.com. Do comment, in case of any mistakes or of an easier solution.