1. Upload Sales data for GSTR 1 E-filling.

1.1 In the Upload Session, choose Sales Upload tab to upload Sales data.

Here we have four options of Templates to select to upload Sales Data into Taxgenie Portal.

1.2 In the Upload Session, choose Sales Upload tab to upload Sales data.

Four Types of Templates are available to download from Taxgenie Portal

Advantages with Taxgenie Template :

☛ B2CS data is in invoice level along with advance tax adjustment.

☛ HSN is auto calculated.

☛ Amendments are not available in Taxgenie Template, for this Government Template is required.

☛ Sales data can be loaded multiple times with various template. The data in the portal will be refreshed.

☛ Taxgenie Template is around 100kb compare to government template which is 7.5MB.

☛ Taxgenie Template has the summary session, whereas in Government template it is additional exercise.

1.3 Download the template for Sales Data.

☛ Choose the Template to download.

☛ click on the 'Download Template File' button.

☛ Fill the downloaded template with the Sales Data for the filling month.

1.4 Upload Sales Data as per the template selected.
Part-1 (Choose).

Click on 'Choose' button to upload the template with sales data into Taxgenie Portal.

Part-2 (Upload).

☛ Select the Financial Year and Month for the GSTR1-filling.

☛ click on 'Upload' button to upload Sales Data into the portal.

1.5 Analyzing the data uploaded with the Sales Import History.

Part-1 (File Generated)
After uploading the Sales data, a file will be generated in the portal with the timestamp, reference number, template name etc.

Click on 'Details' button.

Part-2(Analysis uploaded data)

Sales import History will give a detailed analysis break down of all uploaded invoices. With the error log for the failed invoices, the user will have the opportunity to rectify the issues and upload the data again.This data can be extracted into Excel to correct the errors or to email it to customer.

This summary will give the number of invoices to be uploaded along with success and failed invoices

Invoice level detail will give the reason for the failed invoices. This can be exported either in Excel or PDF format.Most of errors are due to the following reasons:

☛ Invalid GSTIN of the Supplier.

☛ Place of Supply should not be blank.

☛ Invoice number should not Contain Special Character Except '-' or '/'.

☛ Max Size of Invoice Number Should be 16

☛ Max Size of GSTIN of Supplier Should be 15

1. GSTR1- Process data for e-filling.

Once the file is corrected for all errors and uploaded into Taxgenie Portal, Click on GSTR1 Tab.

This will give a complete summary of all the types of documents uploaded for e-filling. Data can be locked for any given month for e-filling with the lock button.

1.1 GSTR-1 Filling - View Summary.Summary level of the data:

☛ Detailed summary based on document type.

☛ Other detail summary such as adjustment of advance, advanced receipts etc.

☛ Nil Rated

☛ HSN Summary of Outward Supplies.

☛ Documents issued during the tax period

☛ Aggregate Turnover details

If you click on the view button on the summary for Type of Document.

This will take to the '(2) View Invoice' tab, where it will show the invoices in detailed level along with GST.

Here there is an option to cancel an invoice if not required for GSTR1 e-filling.

In the View Summary tab, HSN Summary of Outward Supplies is calculated.

To view invoices with HSN code, click on View button.

HSN/SAC detailed list is generated for the invoices along with taxable amount. The user has an option to take action to correct the data if required before filling.

1.2 GSTR-1 Filling - Upload GSTIN.

Points to be noted during GSTIN upload

Upload to GSTIN button uploads invoices level and summary level details including HSN Summary and invoice series. On successful upload, count of uploaded invoices will get modified. Taxgenie will automatically divide the invoices into multiple segment as per GSTIN requirement. One can upload multiple times during the filing window, until you do submit return as part file-gstr-1 page.

json file can be generated manually and uploaded directly in government portal.

To upload data to Government Portal, click on 'Upload to GSTIN' button.

Enter the Government login Id with OTP and click 'Submit'.GSRT1 will be uploaded in Government Portal.

Upload HistoryWill provide the status of the uploaded documents in the government portal.

Error report will help to analysis the issues with the sales data, this can be corrected and uploaded again into government portal.

Note: This correction can be done multiple times until it is submitted and confirmed.

1.3 GSTR-1 Filling - File GSTIN.