Filing GSTR-9 with Zoho Books

The GSTR-9 (Good and Services Tax Return - 9) is an annual return that regular tax payers must file every year. It contains the details of all the supplies that were made and received during a financial year along with the turnover and audit details. Read more about GSTR-9 from our GST Resources.

Here’s a detailed video on GSTR-9 and how you can file it for your business:

IN THIS PAGE…

This help document is applicable only to the Indian Edition of Zoho Books.

Due Date to File GSTR-9

GSTR-9 must be filed on or before 31 December of the following year. For example, GSTR-9 for the financial year 2017-2018 must be filed on or before 31 December 2018.

Insight: As per the latest update, the due date for filing the GSTR-9 has been extended to 31 August, 2019 for the financial year 2017-2018.

Exceptions

It is mandatory for all the GST registered businesses to file their GSTR-9 but the following are exempt from filing them:

Prerequisites

1.Enabling API Access

Enable API access to connect your Zoho Books organization with the GST portal (ignore if you’ve enabled access already). To enable:

2.Filing Monthly/Quarterly GST Returns

Your 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 3B) for this filing period. You can learn how to file them from our help documents:

Steps to File GSTR-9

Based on the steps involved in filing your returns, we’ve grouped them into four tabs in Zoho Books. They are:

Step 1: Generate and View Return

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

To generate your GSTR-9:

Generate GSTR-9

The GSTR-9 will be generated in Zoho Books and you will be taken to the View Return tab. If you edit any transaction that falls under your return’s filing period, you can generate the return once again by clicking the option Regenerate Return.

View GSTR-9

Note: Some values will not be available in the Zoho Books return and will contain the label Not Supported.

Click Proceed to go to the Fetch and Update tab or just click Fetch and Update from the top-bar.

Pro Tip: You can track all the activities performed in regard to the GSTR-9 and also add comments to save important notes in the Comments and History section available in the top-right corner of the pages.

Step 2: Fetch and Update Auto-calculated Summary

Fetching the Return

Once you’ve generated your return in Zoho Books, you will be able to fetch the auto-calculated GSTR-9 summary from the GST portal (called the system-calculated summary in the portal). This summary is calculated based on the GSTR-1, GSTR-2A and GSTR-3B available during your return filing period.

Note: In case you have already filed your GSTR-9 in the GST Portal, you will not be able to fetch the auto-calculated summary.

To fetch the return:

Insight: If your current session expires, you will be prompted to enter a OTP to continue with filing your GSTR-9. The OTP will be sent to the GST registered mobile number.

Fetch GSTR-9

Fetching your summary might take a while depending on the amount of data in your organization. You can continue peforming your tasks in Zoho Books and we’ll send a notification once it’s done.

Updating the Return

After you fetch the summary, you will be able to update details in this return. You can crosscheck the details in the Auto-calculated summary and in the Zoho Books’ summary and update the return with the accurate values.

To update the return:

Auto-calculated Summary Compare Values Update Values

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

Sections in your GSTR-9

The GSTR-9 consists of six parts. Of which a few are editable, few are fetched from the GST Portal and a few will have to be manually filled by the tax payer. Here are the details:

PART I - Basic Details

Contains the details of the tax payer such as the Financial Year, GSTIN, and Trade Name (Table 1, 2 and 3). These details are auto-populated by Zoho Books.

PART II - Details of outward and inward supplies declared during the financial year

Contains the details of all sales and purchases during the return filing period.

Table Description Format Source
Table-4 Details of advances, inward and outward supplies on which tax is payable as declared in returns filed during the financial year. Can be edited in Zoho Books. Data Available in Zoho Books and Fetched from GSTN.
Can be updated based on the details from invoices, credit notes and customer debit notes created with taxes in the return period.
Table-5 Details of Outward supplies on which tax is not payable as declared in returns filed during the financial year. Can be edited in Zoho Books Data Available in Zoho Books and Fetched from GSTN.
Can be updated based on the details from invoices, credit notes and customer debit notes created without taxes and tax applied on reverse charge in the return period.

PART III - Details of ITC as declared in returns filed during the financial year

Contains all the Input Tax Credit (ITC) related details of your purchase transactions durig your return filing period.

Table Description Format Source
Table-6 Details of ITC availed as declared in returns filed during the financial year 6A, B, C, D, E, F- Cannot be edited in Zoho Books.
6G, K, L - Can be edited in Zoho Books.
6A,G,K,L- Auto-populated by GST Portal.
6B,C,D,E,F- computed by Zoho Books.
6 G, K, L- Can be updated based on the GSTR3B, Tran 1, Tran 2, and ITC claimed through ISD return.
Table-7 Details of ITC Reversed and Ineligible ITC as declared in returns filed during the financial year. Can be edited in Zoho Books.
Can be updated based on the purchase transactions created as ineligible for ITC.
Table-8 Other ITC related information. Cannot be edited in Zoho Books. 8A - auto-populated by the GSTN.
8B-K – To be filled in the portal based on ITC availed.

PART IV - Details of tax paid as declared in returns filed during the financial year

Contains all the details of the tax paid during the return filing period. Details in Table 9 are auto-populated by the GST Portal. However, you will be able to edit the Tax Payable column.

PART V - Particulars of the transactions for the previous FY declared in returns of April to September of current FY or upto date of filing of annual return of previous FY whichever is earlier

Table Description Format Source
Table-10 Supplies / tax declared through Amendments (+) (net of debit notes) Cannot be edited in Zoho Books. Auto-populated by Zoho Books.
Table-11 Supplies / tax reduced through Amendments (-) (net of credit notes). Cannot be edited in Zoho Books. Auto-populated by Zoho Books.
Table-12 Reversal of ITC availed during previous financial year. Cannot be edited in Zoho Books. To be updated manually in GST Portal.
Can be updated based on ITC Reversal in GSTR-3B.
Table-13 ITC availed for the previous financial year. Can be edited in Zoho Books. To be entered manually in Zoho Books.
Can be updated based on ITC Available in GSTR-3B.
Table-14 Differential tax paid on account of declaration in 10 & 11 above. Cannot be edited in Zoho Books. Auto-populated by Zoho Books.

PART VI: Other Information

Contains details of refunds, HSN, SAC, late fees and so on.

Table Description Format Source
Table-15 Particulars of Demands and Refunds. Cannot be edited in Zoho Books. To be updated manually in the GSTN.
Table-16 Information on supplies received from composition taxpayers, deemed supply under section 143 and goods sent on approval basis. Cannot be edited in Zoho Books. 16 A - Auto-populated by Zoho Books.
16 B,C - To be updated manually in the GSTN.
Table-17 HSN Wise Summary of outward supplies. Cannot be edited in Zoho Books. Auto-populated by Zoho Books (If HSN/SAC is provided in items module).
Table-18 HSN Wise Summary of Inward supplies. Cannot be edited in Zoho Books. Auto-populated by Zoho Books (If HSN/SAC is provided in items module).
Table-19 Late fee payable and paid. Cannot be edited in Zoho Books. To be computed in the GSTN.

Based on the details mentioned above you will be able to update the values in the Fetch and Update tab. Once you have updated the details, you can proceed to push them to the GST Portal.

Push Updated GSTR-9 to GST Portal

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

Insight: You can go back to the Fetch and Update tab in case you’ve not updated any details in your return before pushing them.

Push GSTR-9 Push GSTR-9

Your data will be pushed to the GST Portal from where you can file your return. In case there were any issues with pushing your data to the GST Portal, you will be notified via email and an in-app notification.

File Your Return

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

Late Fee Computation

Once you file your return, you will have to mark the return as filed in Zoho Books.

Marking GSTR-9 Filed in Zoho Books:
Marking Return Filed Marking Return Filed

Warning: Once you mark your return as filed, you will not be able to: Update the values in your GSTR-9 summary; Fetch data from the GST Portal to Zoho Books; and Push your GSTR-9 from Zoho Books to the GST Portal.

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