Learn how to download and analyze the multi-month GSTR-2A report
Guide to Download the Multi-month GSTR-2A Report
Step 1: Select 'All Reports'
For selecting the reports, log into ClearTax GST, select the 'Business' tab.
Then click on the 'Reports' tab and select 'All Reports'.
Step 2: Select ‘Multi-month GSTR-2A Report’
You can also access the report from the dashboard and select 'Multi-month GSTR-2A Report'.
Step 3: Click on ‘GSTIN’
Select 'Business' and then click on 'GSTIN'
Step 4: Select the ‘Financial Year’
The financial year to be selected for which you want to see the report.
Step 5: Download yearly data from GSTN
Click on ‘Download GSTR-2A Data’ to pull data from GSTN. The yearly data from the GSTN will be fetched after verification via OTP-based login credentials.
Download data through non-OTP-based-option
Step 6: Await Completion of Data from GSTN
Wait until the status of ‘Download data from GSTN’ of all relevant return periods have changed from "Not downloaded" to "Download Successful".
Step 7: Download Report
You can generate and download the report in two formats: Excel format or CSV format
For Excel format , once generated , you can download it by clicking on ‘Download Multi-month 2A Invoice Excel’
Step 8: Download report for taxpayers
You can download the taxpayers report in the following ways -
Invoice (Regular)
Credit/Debit Notes(Regular)
TDS/TDSA
TCS
ISD/ISDA
Step 9: Analyze and Share Report
Explanation Guide for Filters in Multi-month GSTR-2A Report
Filters Provided in Invoice Type :
Supplier Filing Status
For Filed/Non-Filed Invoices
Amendment Type
For Amended /Originals linked to Amended Invoices
Filters Provided in CDN type :
Credit/Debit
For Credit/Debit Note
Supplier filing Status
For Filed/Non-Filed Invoices
Amendment Type
For Amended /Originals linked to Amended Invoices are similar to Invoice filters
Apart from these , there are a few Generic filters provided in Multi-month 2A report
1) For Invoices
2)For Credit/Debit Notes
Use cases of the Multi-Month GSTR-2A Report
Here is how GSTR-2A data is summarized and used in various reports and other tools in ClearTax GST portal
Use Cases
Particulars
GSTR-2A View & Download
Basis return Period level
Includes both filed and not-filed documents
TDS/ISD value is included
GSTR-3B v/s 2A
Basis invoice date level
Includes only filed documents
TDS/ISD value is not included
Table 8A of GSTR-9(GSTR - 2A Summary)
Basis invoice date (for FY 2018-19) upto 30.09.2019 filed by supplier till 31.10.2019
Includes only filed documents
Reconciliation
Basis invoice date level
Includes only filed documents
Table 8A of GSTR-9 V/s PR
Only amended documents are considered in case the documents are amended except when the GSTIN is amended.
