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Help & FAQ

Answers to the most common questions about GSTAgent

Video Walkthrough

5-Minute Getting Started Guide
Add client → Upload GSTR-2B → Upload PR → Run Reconciliation → Save → Export
Watch →

Video coming soon — contact us for a personal onboarding session

Getting StartedReconciliationUsing the ToolAccountTroubleshooting

Getting Started

How do I download GSTR-2B from the GST portal?

Log in to gst.gov.in → Services → Returns → GSTR-2B → Select month → Click "Download JSON" or "Generate Excel". The Excel file works directly with GSTAgent.

Which formats does the Purchase Register uploader accept?

GSTAgent accepts any ERP format — Tally, Busy, Marg, SAP, Oracle, or a custom export. Supported file types: .xlsx, .xls, .csv, .txt. If your columns are not automatically detected, a column mapping tool will appear to let you assign columns manually. This mapping is saved for future uploads.

Reconciliation

What is a "Soft Match" result?

A Soft Match means the supplier GSTIN and invoice number were found in both files, but there is a minor difference — either the date differs by a few days (common due to invoice date vs receipt date) or the tax amount differs by a small rounding amount (within 2%). You can safely claim the 2B amount for Soft Match invoices.

What should I do for "Invoice Conflict" status?

Invoice Conflict means the supplier's GSTIN is in GSTR-2B but with a different invoice number than what is in your Purchase Register. Most common causes: (1) data entry error in Tally — supplier invoice number typed incorrectly, (2) supplier used a different invoice number than what they gave you. Call the supplier to confirm the correct invoice number. If it is a data entry error, correct it in Tally.

What does "Supplier Not Filed" (UNREPORTED) mean?

The supplier's GSTIN does not appear anywhere in your GSTR-2B. This means the supplier has not filed their GSTR-1 for this period. Under Section 16(2)(aa) of CGST Act, you CANNOT claim ITC for this invoice until it appears in your 2B. Send the supplier a written notice to file their return. Do not claim the ITC in your GSTR-3B until resolved.

What is "Timing Pending"?

Timing Pending means the invoice is less than 60 days old and the supplier has not filed yet. This is normal — suppliers have until the 11th of the following month to file GSTR-1. Check next month's GSTR-2B to see if it appears. No action needed right now.

What does "Not in Books" (MISSBOOKS) mean?

This invoice appears in your GSTR-2B (the supplier has filed it) but it is not in your Purchase Register. This means you have not booked the invoice in Tally yet. Obtain the original invoice from the supplier and book it in Tally. The ITC is available — you just need to book it.

Using the Tool

How do I save a reconciliation and view it later?

After running reconciliation, go to the Results tab. Select the month from the month picker (top right), then click "Save". The results are saved to your account. To view a saved report later, go to Monthly Tracker, select the client, and click the "View" link next to any completed month. You can also download the saved report as Excel from the viewer.

Account

Can multiple people in my firm use the same subscription?

Yes. The firm admin can add additional email addresses from the user icon in the top bar → Manage Users. Each email can log in with their Google account and access the same client data. The number of users depends on your plan: Solo (1), Small Firm (3), Mid Firm (7).

Troubleshooting

My reconciliation shows zero results — what do I do?

This usually means the file was not parsed correctly. Check: (1) Is your GSTR-2B the Excel download from GST portal (not a third-party tool export)? (2) Does your Purchase Register have GSTIN and Invoice Number columns? If columns were not auto-detected, the column mapper will appear — assign the correct columns. If the issue persists, email us at contact@gstagent.com with your ERP name and we will configure the parser for your format.

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Still need help?

We offer personal onboarding for all subscribers. Email us or WhatsApp — we will set up a screen share and walk you through your first reconciliation.