Upload a GSTR-2B
GSTR-2B is fetched from the GST portal, not typed in, so this page is about uploading it. Pick the month, add the file, check the column mapping and import. Uploading only gives Bizconnekt something to compare against; it posts nothing to your books.
Quick upload
- Go to Finance › Tax Compliance, click the 2B Reconciliation tile and then Upload next month. You can also click a tile that says Not uploaded · Upload.
- Check the Return Period. It is the month this 2B is for.
- Under GSTR-2B File, click to upload your file, or drag it in.
- Check how your columns are mapped, then continue.
- Review the rows and import. If every row is accepted, you go back to the year page.
Done. You return to the 2B Reconciliation page, where the month's tile now shows its matched lines. Open it to start matching.
Full guide
Return period
Fields in this section
| Field | Required | What to enter |
|---|---|---|
| Return Period | Yes | The month the GSTR-2B is for. Click it to open a month and year picker. It opens on the month you came from, or on the current month. Every row in this upload is filed under this period. |
The period is never worked out from the invoice dates, so choose it yourself.
The file
Under GSTR-2B File, the screen uses the same importer as Bulk Import. It takes .csv, .tsv, .xls and .xlsx files. The first row must hold the column headers, and every other row is one invoice line. Download template gives you a blank sheet with the right columns.
The column names follow the GSTR-2B B2B sheet from the GST portal, so a standard 2B sheet maps by itself. Check the mapping before you continue.
Columns
| Column | Required | What it holds |
|---|---|---|
| GSTIN of supplier | Yes | The supplier's 15-character GSTIN. |
| Invoice Details | Yes | The supplier's invoice number. |
| Invoice Value | Yes | The invoice total, tax included. |
| GSTR-1/IFF/GSTR-5 Filing Date | Yes | The date the supplier filed. It must fall in the chosen month's GSTR-2B. |
| Trade/Legal name | No | The supplier's name. |
| Invoice type, Place of supply, Supply Attract Reverse Charge | No | As shown in the 2B. |
| Invoice Date | No | Pick your file's date format on the mapping step. |
| Taxable Value, IGST, CGST, SGST/UTGST, Cess | No | The tax breakup. |
| GSTR-1/IFF/GSTR-5 Period | No | The period the supplier filed for. |
| ITC Availability, Reason | No | Yes or No as shown in the 2B, and why credit is not available. |
A row with a taxable value must add up: taxable value plus the taxes equals the invoice value, CGST equals SGST, and a row carries either IGST or CGST and SGST, never both.
Review and import
After the file is read you map its columns, then review the rows. A row with a problem shows its error so you can fix the file. Rows that pass are imported. When every row is accepted you go back to the 2B Reconciliation page. If any row failed, you stay on the screen to read the errors, and you can download the results. The final step has a View GSTR-2B summary button.
After you upload
Open the month from its tile and click Auto-match. See the month workspace.
To replace a month's 2B, open the month and use the bin icon to delete it, then upload again. Deleting releases the links to bills and expenses and leaves the bills and expenses themselves alone.
Problems and fixes
The Upload button is missing or greyed out
You need Add access to Tax compliance. Upload next month is also greyed out when every month of the year is uploaded.
A row says the invoice value does not equal the taxable value plus taxes
Check Taxable Value, IGST, CGST, SGST/UTGST and Cess on that row against Invoice Value.
It says the GSTIN must be 15 characters
The GSTIN of supplier is not a valid GSTIN. Correct it in the file and upload again.
On the mobile app
Tax Compliance is not on the mobile app yet.