GST Status for Transactions in TallyPrime: 3 Examples + 5 Steps

TallyPrime makes it easy to manage your GST transactions.

One of the important features is setting the GST status for each transaction.

The GST status indicates whether a transaction is:

• Included in returns,
• Marked as not relevant for returns,
• Or requires some correction.

By setting the correct GST status, you ensure accurate GST return filing and smooth reconciliation.

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1. What is GST Status in TallyPrime?

Every GST transaction in TallyPrime (like a Sales or Purchase invoice) is assigned a GST Status.

This status tells you if the transaction:

• Will appear in GSTR-1, GSTR-3B, or other returns
• Is Not relevant (e.g., if GST doesn’t apply)
• Has mismatch or missing information
• Was Modified after return filing

This feature helps you track compliance and avoid errors before uploading to the GST portal.

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2. Types of GST Status in TallyPrime

Status	What It Means
Included in Returns	Transaction is complete and ready to be included in GST returns
Not Relevant	Transaction does not attract GST or is for an unregistered party
Incomplete/Mismatch	Some GST details are missing or incorrect (e.g., GSTIN not filled)
Modified in Books	Transaction was changed after return was already filed

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3. Example 1: A Sale Included in GST Returns

Let’s say you sold goods worth ₹50,000 to a registered dealer in another state.

1. Steps to Record:

1. Go to Vouchers > F8: Sales
2. Select the customer (ensure GSTIN and state are correct)
3. Select the GST-enabled sales ledger
4. Add stock item with HSN and GST rate (e.g., 18%)
5. Tally will apply IGST automatically
6. Save the voucher

2. GST Status:

This transaction will be marked as Included in Returns.

It will appear in GSTR-1 (B2B section) and GSTR-3B.

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4. Example 2: Purchase from an Unregistered Dealer in TallyPrime

You purchase office supplies from a local unregistered vendor.

1. Steps to Record:

1. Go to F9: Purchase
2. Select the vendor (no GSTIN)
3. Use a purchase ledger without GST
4. Enter stock or expense details
5. Save the voucher

2. GST Status:

This will be marked as Not Relevant for GST returns.

Since it is not taxable under GST, it won’t show up in GSTR-1 or GSTR-3B.

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5. Example 3: Incomplete/Mismatch Status in TallyPrime

You create a sales invoice but forget to set the buyer’s GSTIN.

Tally detects this as an incomplete transaction.
In the GST Reports, this will appear under Mismatch/Incomplete section.

Fix:
Open the transaction, add GSTIN or correct HSN code, and save again.

It will now move to Included in Returns section.

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6. How to View and Update GST Status in TallyPrime

1. Go to Display > Statutory Reports > GST
2. Open GSTR-1 or GSTR-3B
3. Use F12: Configure to filter by GST Status
4. Review all transactions by status
5. Correct any mismatch or incomplete entries

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7. Useful Tips: Setting GST Status for Transactions in TallyPrime

• Always check GST Status before finalizing your returns.
• Use the Drill Down option in GSTR-1 to fix incorrect entries.
• For exempt or out-of-scope transactions, you can manually mark them as Not Relevant.

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8. Conclusion

Setting the correct GST Status in TallyPrime helps in:

• Accurate GST return filing
• Avoiding penalties due to incorrect or missing data
• Saving time in reconciliation

TallyPrime automatically tracks the status for each transaction, but you should review and correct it regularly through GST reports.

This ensures full GST compliance and a hassle-free return process.