The “Steps to Upload Purchase Register” article provides a step-by-step guide to help users upload their purchase register into GSTZen. By following the steps outlined below, users can upload their purchase data correctly and use it for further reconciliation and GST filing-related activities.
Option 1: Through Purchase register under the GSTIN
Step 1- Choose the GSTIN for which you need to upload the purchase register and click on purchase register and choose Add Invoices
Step 2 – Select the Upload Method
Choose the method you want to use to upload the purchase register data. You can upload the data either through an Excel file or directly from Tally.
Step 3 – Select the XLS Data Format
Choose the appropriate XLS Data Format based on how your purchase data is arranged.
- One XLS row for each Invoice line item or tax rate
- All tax rates of an Invoice in the same XLS row
You can also download the Multi-line Sample or One-line Sample provided at the bottom for reference. Then, upload your Excel file.
Step 4: After you upload the file, GSTZen shows the columns in the file. The page allows you to map columns between what is needed and what you have in your XLS. Map the appropriate columns to the uploaded excel sheet. This mapping is a one time job. GSTZen saves the mapping and will use it when you upload same files later.
Step 5- Check the valuesif any errors you can verify and confirm th entries.
Option 2: Under the dashboard after opening the GSTIN.
Step 1– Select the GSTIN and scroll down the page. You will find the Upload Purchase Register option, as shown in the screenshot. Click on Upload Purchase Register to proceed.
Step 2- Choose the appropriate XLS Data Format based on how your purchase data is arranged.
- One XLS row for each Invoice line item or tax rate
- All tax rates of an Invoice in the same XLS row
You can also download the Multi-line Sample or One-line Sample provided at the bottom for reference. Then, upload your Excel file.
Step 3: After you upload the file, GSTZen shows the columns in the file. The page allows you to map columns between what is needed and what you have in your XLS. Map the appropriate columns to the uploaded excel sheet. This mapping is a one time job. GSTZen saves the mapping and will use it when you upload same files later.
Step 4- Check the values if any errors you can verify and confirm the entries.
Option 3: Under the Reconcilation section, open the Reconcilation page. You can find the Upload Purchase register Option there.
Step 1: Select the GSTIN and click on “Reconcile Books vs Portal Data.
Step 2: Select “Purchase Register with GSTR-2B Data” and choose the required Financial Year.
Step 3: Under Step 2, upload your Books Data.
Step 4- Choose the appropriate XLS Data Format based on how your purchase data is arranged.
- One XLS row for each Invoice line item or tax rate
- All tax rates of an Invoice in the same XLS row
You can also download the Multi-line Sample or One-line Sample provided at the bottom for reference. Then, upload your Excel file.
Step 5: After you upload the file, GSTZen shows the columns in the file. The page allows you to map columns between what is needed and what you have in your XLS. Map the appropriate columns to the uploaded excel sheet. This mapping is a one time job. GSTZen saves the mapping and will use it when you upload same files later.
Step 6- Check the valuesif any errors you can verify and confirm th entries.
GSTZen provides multiple options to upload your Purchase Register based on your data source and requirements. By following the appropriate upload method, you can easily import your purchase data and proceed with reconciliation against GSTR-2B data. This helps ensure accurate transaction matching and simplifies the reconciliation process.