GSTR 9

Product guide

Step 1 : Select ‘GSTR-9’ after clicking on ‘Filing’

Step 2 : Now Select the PAN/GSTIN for which you want to prepare GSTR-9

Step 2A: You will land on Generate OTP to Connect GSTINs Modal. Either connect the GSTIN using Username, Password or Captcha or Click on Skip

Step 3: A modal with the benefit of using Clear will appear if you are a first time user

Step 4: Click on ‘Download Data to get started’ to download the filed GSTR-1, 3B, 2B, Document level details of Table 8A, Previous year G9, Current year draft G9 for 19 months

Step 5: Now connect with GSTN by entering the GSTN username & Password and Captcha (if you are first time user)

Step 6: Enter the OTP received over the registered mail id and Phone number and click on ‘Connect’

Step 7: Click on ‘Download’ to get the filed G1, 2B, 3B, G9, 8A of G9 (Doc level)

Step 8: After the entire data is downloaded, click on ‘Proceed’ to ingest the sales and Purchase register

Step 9: Once data is downloaded, click on Proceed to Import files. Select the Sales register to ingest the sales or Purchase register to ingest the Purchase data. You can also skip ingesting the sales and Purchase register by clicking on ‘Done’

Step 10: Select the sales register for the 12 months or drag and drop the file

You can download the sample file by clicking on ‘Cleartax Sales Template’ You can also use your own template after mapping the same from overview

Step 11: Select the Purchase register for the 12 months or drag and drop the file

You can download the sample file by clicking on ‘Cleartax Purchase Template’ You can also use your own template after mapping the same from overview

Step 12: Once the entire data is downloaded and ingested, you will land into the first step, where you can see the status of the different return type along with the Turnover, tax liability, ITC basis different sources

Step 13: There is a GSTIN search filter to search respective details at GSTIN level.

Step 14: Under ‘Actions’, you can change data source, Import SR/PR, View reports, Download Govt data and access to Guides

Step 15: Users will directly land on the Prepare GSTR 9 page unlike the earlier flow of viewing Download and Ingest modal first

Step 16: The default auto prepared data will be based on Filed GSTR 1 and GSTR 3B.

Step 17: You can change the Data source for preparation of G9 by clicking on ‘Change data Source’ under ‘Actions’

Step 18: You can select different data source from the drop down for computing different tables of G9

Step 19: After you have selected the data source, you can click on ‘Prepare GSTR-9’ to view the autofiled G9 basis the source you have selected

Step 20: You will be able to see the Prepared GSTR9 for all the GSTINs basis the source selected

Step 21: Now you can click on the ‘View and edit Prepare G9’ to view the G9 form for all the GSTINs or a particular GSTIN

Step 22: You can view the autofiled G9 basis Source selected along with the Observations and the Calculation trail

Step 23: Click on ‘+’ ‘-’ to expand or collapse to view the Calculation trail for each row

Step 24: You can take different actions such as ‘Downlaod G9’, ‘View reports’, ‘Import G9 excel after editing’ by clicking on ‘Actions’

Step 25: You can view the G9 comparison report basis different sources along with prepared G9 form , G9C form etc.

Step 26: After the G9 form is prepared, you can upload the same to GSTN portal for all the GSTINs together by clicking on ‘Validate and Upload’

Step 27: After you click on ‘Validate and Upload’, the platform will check if there are any validation errors In case of any errors, an error report will be available

Step 28: You can ingest the error file by clicking on ‘Import G9’ under the Actions drop-down menu

Step 29: After the errors are corrected, you can upload the data to GSTN by clicking on ‘Validate and Upload

Step 30: You can view the data for all the GSTIN, which will be uploaded to the GSTN and then click on “Upload to GSTN”

Step 31: After the data is uploaded, you can check the difference to make sure the entire data is uploaded to GSTN portal successfully

Step 32: After data is uploaded, select the authorised signatory and the method of filling (EVC or DSC) and click on Acknowledge

Step 33: After acknowledging, click on ‘Proceed’ to file GSTR9