Fetch GSTR 2A & 2B Data in Purchase from GST Portal

Fetch your Purchase GST data directly from the GST portal using Vyapar TaxOne's "Fetch GSTR2A/2B" feature. Read the article for steps and a complete user guide.

Accessing GST Data in Purchase

In Purchase, accessing GST (Goods and Services Tax) data has never been easier. With the "Fetch GSTR2A/2B" button, users can now seamlessly retrieve their GST data directly from the GST portal. TaxOne now supports both GSTR 2A and GSTR 2B data fetching.

What's New:

• GSTR 2A support added alongside existing GSTR 2B
• Tax rate visibility - see GST rates (5%, 12%, 18%, 28%) directly in the transaction listing
• Duplicate detection - transactions already in Tally are automatically disabled

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Step 1: Accessing the "Fetch GSTR2A/2B" Button

• Click on Data Entry Automation - Bulk Upload - Purchase - "Fetch GSTR2A/2B"

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Step 2: Select Return Type

• Upon clicking the button, a popup window titled "Fetch GSTR2A/2B" will appear.
• Select the Return Type from the dropdown:
  • GSTR2A - Dynamic return; updated throughout the month as suppliers file their GSTR-1.
  • GSTR2B - Static statement; generated on the 14th of every month. Used for ITC claims.

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Step 3: Selecting the Filing Period

• To specify the desired period for GST data retrieval, click on the "Filing Period" field.
• A month picker will appear. Select the month and year for which you want to fetch data.
• Use the left/right arrows to navigate between years.

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Step 4: Enter GST Number and User Name

• Enter the GST Number (e.g., 24AAACH7409R2Z6).
• Enter the User Name - this is a unique ID allotted to each GSTIN by the GST Portal (e.g., GST@1234).
• Once you enter the required information, click "Get Data".

💡 Note: The GST Portal User Name is not the same as your Vyapar TaxOne login. Every GST number has a unique username assigned by the GST Portal. If you've fetched data before, these fields will be auto-filled.

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Step 5: OTP Verification

• You will be asked to enter the OTP.
• A "Verify OTP" popup will appear with the message: "One time password (OTP) has been sent to your mobile number".
• Enter the 6-digit OTP sent to the registered mobile number linked to that GST number.
• Click "Verify" to proceed.

💡 Note: The OTP session is valid for 6 hours. During this window, you can fetch data multiple times without requesting a new OTP.

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Step 6: Viewing Fetched Data

• Once the data has been successfully fetched, the platform will present the retrieved files as a listing page. Users can navigate and view the fetched data within this interface.
• Each transaction displays: Supplier Name, Invoice Number, Invoice Date, Taxable Value, and Tax Rate.
• Files in the Purchase listing will show a 2A or 2B badge next to the file name.
• If a transaction already exists in Tally, it will be disabled (greyed out) to prevent duplicate entries.

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Step 7: Saving and Sending

After data retrieval, users can perform various actions on the fetched GST data:

• Saving: Save the mapped data to preserve it for future reference or reporting.
• Sending: If required, users can send the data to designated recipients or push it to Tally by assigning the correct ledgers:
  • Intrastate (same state): Select CGST and SGST ledger accounts.
  • Interstate (different states): Select the IGST ledger account.

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👋 You May Find This Useful:

• Learn how to upload Purchase/Purchase Return data through an Excel sheet Learn more.
• Learn how to push Purchase data to Tally Learn more.
• Learn how to create a ledger and stock item from the purchase screen Learn more.
• Learn how to download GSTR-1 report in JSON/Excel Learn more.