Upload your Purchase Invoices into the GSTZen server in 5 quick and easy steps. This video and step-by-step instructions will help you upload your Purchase Invoices through Excel.
- From a GST Taxpayer’s dashboard, click on Purchase Register as shown in the below image
- On this page, there is a link to “Upload Purchase Invoice”, Click on “Upload from Excel“.
OR
You can also upload From the GST Taxpayer’s dashboard, click on “Upload Purchase Register” in Upload your Invoices section
- You may either drag and drop or upload the file from your computer. Click on Drag and Drop file and choose the file of your choice.
- Note – GSTZen importer only allows you to choose the XLSX file
- XLS Data Format – Choose a file type depending on your Purchase Invoice format. Either Tax rates as a single column with each row being a different tax rate (OR) Each column is a single tax rate.
- Click on Upload Purchase Invoices XLS File.
- Choose the sheet you want to upload from the list shown by clicking Use this Sheet. This will upload the sheet into GSTZen.
- The importer shows the columns present in your Excel sheet. Map the columns to the respective fields shown in the importer.
- Note – The red * denotes mandatory fields.
- To map columns, click on the drop-down and choose the column in the sheet that matches the field. This mapping is a one-time job. GSTZen will save the mapping and will use it when you upload files later.
- Click on Process file upload
- GSTZen uploads the file and displays a summary. Click Confirm and upload after verifying if the summary matches your Excel data.
- Click on View Invoices to view the Invoices and Credit/Debit notes in the Purchase Register
To reconcile your GSTR 2A with Purchase invoices, please see the article – GSTR 2A Reconciliation with GSTZen
Upload invoices – Frequently Asked Questions
- How can I add invoices from the previous month?
You may upload invoices from any period into GSTZen. If you would like the invoices from a previous month in the current return filing, please mention the record date as the filing period.
- When I file returns, can I get the invoices from the previous month to be considered in this return?
If you would like the invoices from a previous month in the current return filing, please mention the record date as the filing period.