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How to Use the GST Reconciliation Tool

This tool is designed to help you quickly and accurately compare your GSTR-2B statement with your internal Purchase Register to identify any discrepancies.

Step 1: Prepare Your Excel Files

The accuracy of the reconciliation depends on the format of your input files. To avoid errors, it is highly recommended to use the provided templates.

• Click the "Download GSTR-2B Template" link on the main page to get the Excel file for your GSTR-2B data.
• Click the "Download Purchase Register Template" link for your internal purchase data.
• Copy your data into these templates, ensuring the column headers match exactly. The tool is flexible with some common variations (e.g., Invoice No. and Invoice Number are both accepted).

Step 2: Upload Your Files

Once your files are ready:

• Under the "Upload GSTR-2B" section, click "Choose File" and select your completed GSTR-2B Excel file.
• Under the "Upload Purchase Register" section, click "Choose File" and select your completed Purchase Register Excel file.

Step 3: Run the Reconciliation

Click the large blue "Reconcile Invoices" button. The tool will process both files and display the results below.

Step 4: Understand the Results

The results are categorized into four sections:

• Matched: Invoices that exist in both GSTR-2B and your Purchase Register with matching GSTIN, Invoice Number, and values within the tolerance limit.
• Mismatched: Invoices where the GSTIN and Invoice Number match, but there are differences in the Invoice Value or Taxable Value. The specific reasons for the mismatch are highlighted.
• In Purchase Register Only: Invoices that are recorded in your books but are not present in your GSTR-2B. This could indicate that the supplier has not filed their returns correctly.
• In GSTR-2B Only: Invoices that are present in GSTR-2B but are missing from your Purchase Register. This could be due to invoices you have not yet accounted for.

Step 5: Export the Report

After reviewing the results on the screen, you can download a complete report. Click the green "Export All to Excel" button. This will generate a single Excel file named GST_Reconciliation_Report.xlsx with each of the four result categories in a separate sheet for your records and further analysis.