GSTR-9 Filing

GSTR-9 is an annual return that regular taxpayers must file every year. It contains details of all supplies made and received during a financial year, along with the turnover and tax details. GSTR-9 must be filed on or before 31 December of the following financial year. GSTR-9 is generated based on the transactions available in your GSTR-1 and GSTR-3B. Hence, it is mandatory to file your monthly and quarterly returns (GSTR-1 and GSTR-3B) for this filing period.

Filing GSTR-9 is mandatory for all GST-registered businesses, except the following:

Composition dealers
Non-resident taxable person
Businesses eligible to deduct TDS
E-commerce operators

Prerequisite: To file GSTR-3B, you must enable API access for Zoho ERP in the GST portal.

Generate and View Return

The GSTR-9 summary generated by Zoho ERP is based only on the transactions available in Zoho ERP. Any changes made to transactions for this period on the GST portal or through other sources will not be reflected in this return.

To generate your GSTR-9:

Go to Accounting on the left sidebar.
Click the Filing & Compliances dropdown in the module bar and select Taxes & Filing.
Navigate to the Annual Returns tab.
Click Generate Return.
Select the Return Filing Period in the pop-up. Select the Return Filing Period in the pop-up that appears. The Start Date will be the date you registered for GST, and the End Date will be the last date of the financial year.
Click Generate.

GSTR-9 will be generated in Zoho ERP, and you will be redirected to the View Return tab. If you edit any transaction that falls within the return filing period, you can generate the return again by clicking Regenerate Return.

Note: Some values will not be available in the Zoho ERP return and will be labeled as Not Supported.

Click Proceed to fetch the auto-calculated GSTR-9 summary from the GST portal.

You can track all activities related to GSTR-9 and add comments to save important notes in the Comments and History section.

Fetch and Update Auto-Calculated Summary

Once you’ve generated the return in Zoho ERP, you can fetch the auto-calculated GSTR-9 summary from the GST portal. This summary is calculated based on the GSTR-1, GSTR-2A, and GSTR-3B available for the return filing period.

Note: If you have already filed your GSTR-9 on the GST portal, you will not be able to fetch the auto-calculated summary.

To fetch the auto-calculated GSTR-9 summary from the GST portal:

Navigate to the Fetch & Update tab.
Click Fetch Auto-calculated Summary.

Fetching the summary may take some time, depending on the amount of data in your organisation. You can continue working in Zoho ERP, and you will be notified once the process is complete. You can verify the transactions in the GST portal and Zoho ERP once they are fetched from the portal.

Update the Return

After fetching the summary, you can update the details in this return. You can cross-check the details in the auto-calculated summary and the Zoho ERP summary, and then update the return with accurate values.

To update the return:

Navigate to the Fetch & Update tab.
When the values in the auto-calculated summary and Zoho ERP’ summary does not match, you will be alerted with the Red Exclamation icon near the box.
Click the Exclamation icon to view a table that displays the Zoho ERP values and the auto-calculated GSTR-9 summary values side by side. Review the differences and confirm the values to be entered in GSTR-9, which will be pushed to the GST portal.
Click the Pencil icon to edit the values. A pop-up will appear, allowing you to enter values in each field.
Enter the values in the boxes provided.
Hover over a box to view the corresponding values from Zoho ERP and the auto-calculated summary.
Click Update.

Pro Tip: You can view the auto-calculated summary fetched from the GST portal by clicking the View Auto-calculated Summary link at the top of the summary you’ve updated.

Push Updated GSTR-9 to the GST Portal

In the Push To GSTN tab, you will be able to find the consolidated return with the updated details from Zoho ERP and GST Portal. To push your data:

Navigate to the Push to GSTN tab.
Verify that all the details you’ve updated are present in the return you’re about to push.
Click Push to GSTN and a pop-up with your return details will appear.
Verify the data and click Push to GSTN.

Your data will be pushed to the GST portal, where you can file your return. If there are any issues while pushing the data to the GST portal, you will be notified via email and in-app notifications.

File Your Return

After you push your data to the GST portal, you will be able to file your return. Here’s how:

Log in to the GST portal.
Click the Services dropdown and select Returns.
Select Annual Returns from the dropdown.
Select the Financial Year for which you want to file the return and click Search.
Click Prepare Online.
Verify that all details are present in the return, then click Compute Liabilities to calculate the late fee, if any.
Click Proceed to File.

On the next screen, you can view the ledger balance and any late fee payable.

Create a challan and make the payment for the late fee, if applicable.
Click Preview Draft GSTR-9 to verify all the details.
Click File GSTR-9 to file the return.

Once the return is filed, you need to mark it as filed in Zoho ERP. Here’s how;

Go to Accounting on the left sidebar.
Click the Filing & Compliances dropdown in the module bar and select Taxes & Filing.
Navigate to the Annual Returns tab and then go to the File Return tab.
Click Mark as Filed.
In the pop-up that appears:
- Enter the Date of Filing and check the option, I understand that I cannot undo this action and I would like to mark this return as filed to confirm your action.
- Click Mark as Filed.