GSTR-2B Reconciliation

1. Go to TFA Dashboard and click the upload GSTR-2B icon to upload the JSON file.

2. Choose the file which you want to upload

3. After uploading the file, the GSTR-2B reconciliation summary board is shown as below

4. When click Reconcile GSTR-2B, the summary board for invoices and returns for reconciliation is shown.

5. Go to Invoices-Missing in our books and select the invoice which you want to reconcile and click the reconcile action ( ineligible/to rectify/carry forward/ Follow up) --> Reconcile status got changed.

6. For Matched Transactions also, select the checkbox and click the reconcile action which you want( eligible/ineligible) --->status got changed.

7. Similarly reconciliation should be done for all Invoices and Returns.

8. If you want to reconcile based on suppliers, click the GroupBy icon on the right side and choose the supplier option.

Now the invoices/Returns listed based on suppliers as below

Select the invoices/ returns which you want to reconcile and the actions to be clicked.

9. Click the show total icon on the rightmost corner for displaying the total at the bottom

10. Also we have a search option for every column for finding

11. If you want to filter based on date, invoice mismatches amount, or tax mismatches amount, select the filter which you want as shown below

 

 

 

 

• Related Articles

• GST Return Offline Import Error

  Error while importing GST returns Excel/CSV generated from TFA into GST Offline Tool Possible Cause: The file which is been uploaded has invalid data, in the above image the errors are in B2B. Solution(Eg): Go to B2B details (or the detail page which ...

• GST Offline export blocked

  As there is a change in data(bill edit/ delete or other similar operations) in the selected month and company, we block the offline export to avoid viewing of wrong data and uploading it to the GST portal. To solve this, click the 'Sync Now' button ...

• Error while uploading GSTR JSON to Govt portal

  If you get an error while uploading the exported JSON from TFA to Govt portal, as like given below, please follow the given procedure.   Ensure that the TFA is in latest version. To find, go to "localhost:<WR_PORT>/webapp-upgrader" in customer's ...

• E-invoice in GST

  What is E-invoice? A unified system to electronically authenticate B2B invoices by GSTN for further use on the common GST portal. It is maintained by Invoice Registration Portal (IRP) Whom will this be applied to? It shall be applied to those GST ...

• GSTR Amendment Update - HSN Report Segregation Implementation

  Purpose: The GSTR Amendment Update with HSN Report Segregation helps ensure accurate tax reporting by clearly categorizing amended entries. This improves compliance and eases reconciliation with distinct HSN-wise data visibility. We’re excited to ...