Change GSTR Effective Date in TallyPrime: 3 Steps + Example

TallyPrime helps businesses stay GST-compliant by allowing them to record and manage GSTR Effective Dates.

Sometimes, a voucher’s actual transaction date and its return filing date (GSTR Effective Date) may be different.

In such cases, TallyPrime allows you to change the GSTR Effective Date easily.

In this post, you’ll learn how to do that, why it’s important, and how to use this feature with real-life examples.

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1. What is GSTR Effective Date in TallyPrime?

The GSTR Effective Date is the date on which a transaction is considered for GST return filing (GSTR-1 or GSTR-3B).

This is different from the Voucher Date, which is when the actual transaction occurred.

You may want to change the GSTR Effective Date if:

• You missed recording an invoice in the correct return period
• You need to amend a previous period’s invoice
• You want to defer the invoice to a future period

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2. Why Change the GSTR Effective Date in TallyPrime?

Here are some common reasons:

• Adjust missed transactions in the correct return
• Ensure that GST returns match portal data
• Avoid mismatches in GSTR-1 and GSTR-3B
• Comply with government timelines and prevent notices

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3. How to Change GSTR Effective Date in TallyPrime

Follow these simple steps:

Step 1: Open the Voucher

• Go to Gateway of Tally > Display More Reports > GST Reports > GSTR-1
• Drill down into the voucher you want to update

Or, go directly to the voucher from Day Book or Display > Account Books > Voucher Register

Step 2: Press F12 to Configure

• Inside the voucher screen, press F12 (Configure)
• Enable Use Separate Return Effective Date for GSTR-1 and GSTR-3B
• Press Enter to save and return to the voucher

Step 3: Edit GSTR Effective Date

• You will now see two fields:
  • GSTR-1 Effective Date
  • GSTR-3B Effective Date
• Change them as required. For example:
  • Voucher Date: 25-Apr-2025
  • GSTR-1 Effective Date: 01-May-2025
  • GSTR-3B Effective Date: 01-May-2025
• Save the voucher

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4. Example Scenario: Change GSTR Effective Date in TallyPrime

Let’s say you sold goods worth ₹1,00,000 on 25-Apr-2025 but forgot to file it in April’s return.

You now want to include it in May’s return.

Here’s how you do it:

• Open the sales voucher dated 25-Apr-2025
• Set GSTR Effective Date to 01-May-2025
• Now this transaction will appear in May’s GSTR-1 and GSTR-3B reports

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5. Reports After Changing GSTR Effective Date in TallyPrime

Once changed, the voucher will reflect in:

• GSTR-1 for the effective month (not original voucher date)
• GSTR-3B for the same chosen effective date
• This helps ensure your return data matches GST portal

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6. Important Notes: Change GSTR Effective Date in TallyPrime

• TallyPrime never changes your original transaction date
• GSTR Effective Date is only used for reporting and filing
• You can export GST returns by this updated date for upload to the GST portal

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7. Conclusion

Changing the GSTR Effective Date in TallyPrime is a simple but powerful feature.

It helps ensure your GST returns stay accurate, especially when you’re making corrections, filing missed vouchers, or aligning with the portal data.

Use this feature wisely and file your returns with full confidence.