Preparing GSTR-1 and GSTR-3B with TallyBook

Techardent Labs · 3 November 2026 · 4 min read

Quick answer: TallyBook builds GSTR-1 and GSTR-3B from the vouchers you enter. Open them from Display More Reports → Statutory Reports, set the month with Alt+F2, review each section and export GSTR-1 as JSON with Alt+E. You upload and file on the GST portal yourself; TallyBook does not connect to it.

Every sales and purchase voucher you enter in TallyBook carries its GST details: party, GSTIN, place of supply, rate and tax heads. The GST reports simply read those vouchers for the period you choose. There is no separate data entry for returns, which also means a wrong invoice shows up wrong in the return, so it pays to review before you upload.

Where to find the reports

With GST on, go to Gateway → Display More Reports → Statutory Reports. You will see GSTR-1, GSTR-3B, GSTR-2B Reconciliation, HSN/SAC Summary and Tax Analysis (and e-Invoice and e-Way Bill if they are enabled in F11). GSTR-1 and GSTR-3B are also in Alt+G Go To.

GSTR-1: outward supplies

Press Alt+F2 to pick the month (or a quarter). The summary is grouped the way the return is:

Section in TallyBook	What goes there
4A, 4B, 4C, 6B, 6C – B2B Invoices	Sales to registered customers
5 – B2C (Large) Invoices	Large inter-state sales to unregistered customers
7 – B2C (Small) Supplies	Other sales to unregistered customers
9B – Credit/Debit Notes	Registered and unregistered notes, shown separately
8 – Nil rated / Exempted	Nil, exempt and zero-rated supplies
12 – HSN/SAC Summary	Taxable value and tax by HSN and rate
13 – Documents issued	Number ranges, totals and cancelled vouchers

If any line in the HSN table shows "(not set)", add the HSN/SAC on the sales ledger or stock item and the report updates at once. When everything looks right, press Alt+E. TallyBook saves a file named like GSTR1_2026-10.json.

TallyBook GSTR-1 summary with B2B, B2C, credit note, HSN and documents issued sections — GSTR-1 summary for a month, with the HSN table below.

Before your first real upload, compare the JSON against the GST portal's current format: upload it, read the portal's summary and errors, and match the totals with TallyBook before you submit. Portal formats change from time to time.

GSTR-3B: the monthly summary

GSTR-3B shows 3.1 outward supplies (taxable, nil/exempt) and inward supplies liable to reverse charge, 4 eligible input tax credit from your purchase entries, and 6.1 payment of tax: tax payable, how much is paid through each kind of ITC, tax payable in cash and ITC carried forward. TallyBook applies the set-off order shown on screen (IGST credit first, then CGST and SGST credit). There is no file export for GSTR-3B; you type the figures on the portal.

TallyBook GSTR-3B report showing outward supplies, eligible ITC and payment of tax tables — GSTR-3B with the ITC set-off worked out.

The ITC shown is what your books say. Whether every rupee is claimable depends on the rules for your business, so compare it with GSTR-2B and discuss any doubt with your CA.

GSTR-2B reconciliation

Download your GSTR-2B for the month as JSON from gst.gov.in.
Open GSTR-2B Reconciliation, set the period and press Alt+I to import the file.
Each document gets a status: Reconciled, Mismatched, Potential Match, Available Only in Books or Available Only in Portal. Ctrl+B cycles through the statuses, Ctrl+F filters by party or number.
Press Enter on a row to open the purchase voucher and correct it, or follow up with the supplier for invoices only in the portal.

HSN/SAC Summary and Tax Analysis

The separate HSN/SAC Summary report gives the same HSN breakdown for any period, with an F12 option to show inward supplies too. Tax Analysis shows voucher count, taxable value and each tax head by GST rate, which helps when a figure in the return looks off.

Before you file: a quick checklist

Day Book for the month shows every invoice, with no missing numbers (check Documents issued).
Every customer with a GSTIN has Registration type Regular (or SEZ and so on), not Unregistered.
No "(not set)" lines in the HSN summary.
GSTR-2B reconciliation has no unexplained mismatches.
Take a backup with Alt+Y → Backup, so you can always go back to the filed position.

Frequently asked questions

Can TallyBook file GST returns directly on the portal?

No. TallyBook prepares the reports and the GSTR-1 JSON file. You upload, verify and file on the GST portal yourself.

Will the GSTR-1 JSON be accepted by the portal?

It is built in the portal's JSON layout, but formats change. Upload it, check the portal summary and any errors, and match totals with TallyBook before you submit.

Can I prepare a quarterly GSTR-1?

Yes. Set any period with Alt+F2, such as a full quarter, and the report and export cover that period.

Where do I check GST due dates and rates?

On gst.gov.in or with your CA. TallyBook does not show due dates.

Why is my ITC in GSTR-3B different from GSTR-2B?

GSTR-3B in TallyBook shows ITC from your purchase entries. Use GSTR-2B Reconciliation to find invoices missing on either side.

Try TallyBook free. Download TallyBook for Windows, Mac or Linux. No registration and no licence fee. Coming from Tally? Start with Switching from Tally to TallyBook and read TallyPrime vs TallyBook.
Related: Create a GST invoice · e-Invoice and e-Way Bill

TallyBook is an independent product made by Techardent Labs and is not affiliated with, endorsed by or connected to Tally Solutions Pvt. Ltd. TallyPrime and Tally are trademarks of their owner. Tax rules change often; confirm current rates, limits and due dates on the official portals or with your Chartered Accountant.