Tally calculates GST automatically once it’s set up at three levels: the company, the party, and the item or ledger.
Setup levels
Level
Set
Company
GSTIN, state, registration type, e-invoice/e-way bill if applicable
Party ledger
GSTIN, state, registration type (regular/composition/unregistered)
Stock item or sales ledger
HSN/SAC, GST rate, taxability
Tax ledgers
CGST, SGST/UTGST, IGST under Duties & Taxes
Create the invoice
F8 Sales › party › items with quantity and rate › Tally adds CGST+SGST if the party’s state matches yours, or IGST if not (add the tax ledgers at the bottom if not auto-filled). Print with Alt+P; check GSTIN, HSN summary and tax breakup.
Returns readiness
Open Display › Statutory Reports › GST › GSTR-1. Resolve “uncertain transactions” (missing GSTIN, HSN or rate) before export. GSTR-3B summary helps cross-check the portal.
💡 Fix GST details in masters, not in each voucher. Correct the party or item once and every future invoice is right.
⚠️ Always reconcile purchase GST with GSTR-2B before claiming input credit; Tally’s books alone don’t prove eligibility. See the GSTR-2B reconciliation guide.
