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Open the setup

  1. On the GST module landing page, click Get Started.
  2. On the GSTR-2B screen, click Start Reconciliation.
A setup panel slides in from the right, titled GSTR-2B Reconciliation, with your organisation name at the top.

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Choose the GSTIN

Select the GST registration you are reconciling for. If it is not listed, click Add New GSTIN and add it. You can add several GSTINs under the same PAN. This is a one-time setup, so once a GSTIN is in, it stays.

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Edit or delete a GSTIN

Fix a GSTIN that was entered wrongly, or remove one you no longer use.
Editing or deleting a GSTIN permanently deletes all GST filings, GSTR-2B reconciliations, and reports linked to it. This cannot be undone.
  1. In the GST module, open the GSTIN management screen.
  2. Click ⋮ next to the GSTIN and choose Edit or Delete.
  3. Read the warning and click Confirm.
  4. For Edit, enter the correct GSTIN and save.
Things to know:
  • You need edit or delete permission. Ask your admin if you do not see the options.
  • You cannot edit or delete a GSTIN while a GSTR-2B reconciliation is running for it.
  • Your first GSTIN can change to any valid GSTIN. From the second onwards, it must share the same PAN.
  • Deleting your only GSTIN takes you back to Add GSTIN.

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Choose the return period

Pick the period you want to reconcile. This can be:
  • a single month, or
  • a full range, such as April to March for the whole financial year.
Running the entire year at once is the easiest way to catch credits you may have missed in earlier months, because an invoice that appeared in your 2B in a later month than your books still gets matched.

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Next

Fill in the two data sections in the same panel:

Bring in GSTR-2B

Fetch from the portal, or upload a file.

Purchase register

Upload your books and map the columns.