Generate & Export GSTR-9 Details in Excel File in Unisolve

Generate & Export GSTR-9 Details in Excel File in Unisolve

How to Generate & Export GSTR-9 Details in Excel File in Unisolve Software


The GSTR 9 is a document or statement that has to be filed once a year by a registered taxpayer. This document will contain the details of all supplies made and received under various tax heads (CGST, SGST and IGST) during the entire year, along with turnover and audit details for the same.

For the same, Unisolve software has added a feature for their users to generate GSTR-9 data & export it into an excel file. This option allows users to generate the yearly data and check the sales & purchase details. Follow the below-given steps to know the process.

Start with login in Unisolve software to initiate the process

Step:1 Generate Data in GST Query Section

  1. Go to the GST Menu> GST Query option.
  2. After that, a new window of GST Query will appear in the next slide. Here, you have to generate GSTR-9 data.
Reference image:
Unisolve Dashboard Window
  1. Now, click on the Reposting Button.
  2. Select the details which you want to generate in the report and press OK.
  3. After clicking on it, the data generation has started and window will be closed automatically.
Reference image:
GST Query Window
  1. You have to open the GST Query window again. And, click on the Show Detail option.
  2. Here you can view Total & Net Purchase/Sales details from 1st April to 31st March. You can match your sales & purchase details from here.
Reference image:
GST Query Details Window

Step:2 Export GSTR-9 Data in Excel File

  1. Go to the GST Menu> GST Forms (Excel for offline tool)> Export GSTR9 Details option.
Reference image:
Unisolve GSTR-9 Option Window
  • A new Export GSTR9 Details (Excel) window appears in the next slide.
  • The Date Range of the current year will automatically be filled.
  • Press Ok to export it.
  • Select the File Path and Save the excel file.
    • Reference image:
    Export GSTR-9 Details Window
    After saving the excel file, users can view the following details:
    1. Outward: In this section, users can view their yearly Sales data i.e. Taxable value, CGST, SGST, IGST, and Other details in respective columns. As you can see in the below-given reference image.
    2. In the second Outward table, you will see the Exempted Sales details.
    Reference image:
    Outward Details Window
    1. ITC Availed: In this section, users can view yearly Purchase details i.e. Details of ITC Availed during the financial year. Also the amount of CGST, SGST, or IGST shows in their respective columns.
    2. In the next table of ITC Reverse, you will see Reversed ITC details during the year.
    Reference image:
    ITC Availed Window
    1. HSN Outward: In this section, you'll see HSN codes which are used in sales transactions. Total Quantity, Taxable value, IGST, CGST, SGST, and Other details will show in the columns.
    2. In the next table of HSN Inward, you will see purchase transactions HSN codes.
    Reference image:
    HSN Outward Window
    1. If you require support, please read: How to get online support (Guide & Video)
    1. To avail this facility, download our Latest Patch of Unisolve Software. Kindly read: How to Download Last Patch (Guide) to download the last patch.
    1. For more details, please make a ticket on swildesk.com.

    Thanks
    SWIL Team