Tally Course Part 5 - GST Setup in Tally (Full Detailed Guide)

 

GST Setup in Tally (Full Detailed Guide)

(For Tally ERP 9 & Tally Prime – Both Platforms Covered)

1. GST म्हणजे काय – Tally वापरणाऱ्यांसाठी सोपी समज

GST (Goods and Services Tax) हा एक Indirect Tax आहे जो संपूर्ण भारतात एकसमान लागू आहे. Tally ERP 9 आणि Tally Prime दोन्हीमध्ये GST पूर्णपणे इनबिल्ट आहे.
Tally तुम्हाला खालील गोष्टी करण्यात मदत करते:

• GST Registration Details maintain करणे
• HSN / SAC code assign करणे
• GST-wise Ledgers तयार करणे
• GST input-output मॅनेज करणे
• Automatic GST Reports
• GSTR-1, GSTR-2A, GSTR-3B
• ITC calculations
• Return filing Export json

ही पोस्ट तुम्हाला A-Z complete GST configuration शिकवेल.

 

2. GST Setup सुरू करण्यापूर्वी आवश्यक गोष्टी

Tally मध्ये GST activate करण्यापूर्वी खालील माहिती आवश्यक:

✔ GSTIN (15 Digit)

उदा. 27ABCDE1234F1Z5

✔ Business Type

• Regular
• Composition

✔ Nature of Business

• Trader
• Manufacturer
• Service Provider
• Mixed Supply

✔ State & Address

इनव्हॉईससाठी आवश्यक.

✔ HSN / SAC कोड

Product → HSN
Service → SAC

✔ Tax Rate

0%, 5%, 12%, 18%, 28%

 

3. How to Activate GST in Tally Prime

Step 1: Gateway of Tally → F11 (Features)

→ Statutory & Taxation

Step 2: Enable Goods & Services Tax (GST) → YES

Step 3: Set GST Details → YES

नंतर एक form उघडेल.

Step 4: खालील माहिती भरा:

Field	काय भरायचे
State	व्यवसायाचे State
Registration Type	Regular / Composition
GSTIN/UIN	15 Digit GST Number
Periodicity	Monthly / Quarterly
Assessee of other taxes	No
Enable Tax Rate Setups	Yes
Set/Alter GST Rate Details	Yes

ही process पूर्ण केली की Tally तुमच्या कंपनीमध्ये GST enable करते.

 

 4. GST in Tally ERP 9 (Traditional way)

ERP 9 मध्येही प्रक्रिया साधारण सारखीच:

Gateway → F11 → Statutory →
Enable GST → YES
Set/Alter GST Details → YES

फॉर्म तोच.

 

 5. GST-Related Ledgers तयार करणे (Most Important Part)

GST चालवण्यासाठी खालील ledgers आवश्यक आहेत:

5.1 CGST Ledger

• Name: CGST
• Under: Duties & Taxes
• Type: GST
• Tax Type: Central Tax
• Percentage: 2.5% / 9% / 14% (item अनुसार)

5.2 SGST Ledger

• Name: SGST
• Under: Duties & Taxes
• Type: GST
• Tax Type: State Tax

5.3 IGST Ledger

• Name: IGST
• Type: GST
• Tax Type: Integrated Tax

5.4 Cess Ledger (जर गरज असेल तर)

Cess on luxury items / tobacco / coal etc.

5.5 Sales (GST) Ledger

Local Sale (Within State)

• Name: Sales 18% (Local)
• Under: Sales
• GST Applicable: YES
• Nature of Transaction: Sales Taxable
• Taxability: Taxable
• Integrated Tax = NA
• Central = 9%, State = 9%

Inter-State Sale

• Name: Sales 18% (Interstate)
• Under: Sales
• IGST = 18%

5.6 Purchase Ledgers

Local Purchase

• Name: Purchase 18% (Local)
• Under: Purchase
• GST Applicable = Yes
• CGST/SGST apply होते

Inter-State Purchase

• Name: Purchase 18% (Interstate)
• IGST apply होते

5.7 Party Ledgers (Customer / Supplier)

Party Ledger →

• Under: Sundry Debtors / Sundry Creditors
• Maintain Bill-by-Bill = Yes
• GST Registration Type:
• Regular
• Unregistered
• Composition
• Consumer
• GST No.: Customers/Suppliers चा GSTIN
• Set/Alter GST Details = Yes
• Service/Product Nature: Mixed Supply

 

6. Stock Items मध्ये HSN Code सेट करणे

Gateway → Inventory → Stock Items → Alter

• Name: Product
• Group: Raw Material / Finished Goods
• GST Applicable → Yes
• Set/Alter GST Details → Yes
• HSN Code: उदा. 8401
• Tax Rate: 18%

Product ला tax लागू आहे की exempt आहे ते Tally ओळखते.

 

7. GST Vouchers Posting (Practical)

ही GST learning ची main backbone आहे.

 

7.1 Sales Entry (Local — CGST & SGST)

Voucher: Sales Voucher (F8)

Particular	Debit / Credit
Customer A/c	Dr
To Sales 18%	Cr
To CGST	Cr
To SGST	Cr

Tally आपोआप tax calculate करते.

 

7.2 Sales Entry (Interstate — IGST)

Particular	Debit / Credit
Customer	Dr
To Sales (18% Interstate)	Cr
To IGST	Cr

 

7.3 Purchase Entry (Local)

| Supplier | Cr |
| Purchase | Dr |
| CGST | Dr |
| SGST | Dr |

 

7.4 Purchase (Interstate)

| Purchase | Dr |
| IGST | Dr |
| Supplier | Cr |

 

7.5 Sales Return / Purchase Return (Debit Note / Credit Note)

Tally Prime मध्ये Debit Note (F9) आणि Credit Note (Ctrl+F9)
Tax proportionately reverse होतो.

 

8. GST Reports in Tally

Tally → Display More Reports → GST Reports

यात मुख्य:

✔ GSTR-1

Sales आणि outward supplies.

✔ GSTR-2A

Supplier auto details (ERP 9 मध्ये limited).

✔ GSTR-3B

Monthly tax summary.

✔ GST Ledger Summary

✔ HSN Summary

✔ Input vs Output Tax Comparison

ITC (Input Tax Credit) किती आहे ते दाखवते.

 

9. Return Filing Process in Tally (Step-by-step)

Step 1 → GSTR-1 Open करा

Error check करा → Missing HSN, wrong GST rate.

Step 2 → Save as JSON

(Prime मध्ये Export → GSTR-1 → JSON)

Step 3 → GST Portal → File Return → Upload JSON.

Step 4 → GSTR-3B

Tally auto-calculates:

• Sales
• Purchase
• Input Tax
• Output Tax

Step 5 → Pay Tax → Offset ITC

 

10. Common Errors & Solutions

Error	Reason	Solution
Tax Not Calculating	Item ला GST लागू नाही	Stock item → GST enable
Wrong IGST	State mismatch	Party ledger → State correct करा
Duplicate HSN	चुकीच्या group मध्ये	Item groups align करा
GSTR mismatch	Manually edited invoices	Auto-calculation वापरा

 

11. Practical Examples (Real Business)

✔ Trader व्यवसाय (Mobile Shop)

• HSN: 8517
• Tax: 18%
• Local + Interstate दोन्ही sales
• Warranty services – Non-GST

✔ Manufacturer

• Raw materials HSN वेगळे
• Finished Goods HSN वेगळे
• Job Work charges – SAC
• Reverse Charge (RCM applicability)

✔ Service Provider

• SAC: 9983 / 9997
• Pure service supply
• No HSN required
• Only IGST applicable for interstate services

 

12. Advance GST Setup in Tally

✔ RCM (Reverse Charge)

• Legal Fees
• GTA (Transport)
• URD Purchase (limited scenarios)

✔ E-way Bill

• Distance
• Vehicle No.
• Invoice Value > 50,000

✔ TCS / TDS with GST

Certain cases मध्ये Tally automatic calculations देते.

GST सेटअप Tally मध्ये सोपं आहे. एकदा GSTIN, Ledger Setup, HSN, Tax Rates, आणि Vouchers perfect केले की संपूर्ण GST system automatic चालते.
Tally Prime मध्ये GST reports खूप powerful आहेत आणि filing सोपी होते.