One can record the export of goods, purchase under diff GST rates, nil-rated and exempt purchase, deemed export, and so on.
Before uploading your Purchase or Purchase Return Excel file into Suvit, make sure it’s neat, clean, and Tally-ready.
Let’s break it down — simple enough for anyone to follow!
Use the First Sheet Only
→ Keep your data in the first worksheet of your Excel file.
Headers Go on Top
→ The first row should have titles like: Date, Invoice No., GST, Amount, etc.
No Dots or Dollar Signs in Headings
→ Don’t use symbols like . or $ in your column titles.
→ Also, don’t put extra rows or headings above your data.
Invoice Number Must Be Filled
→ No blank invoice numbers allowed.
Group Same Invoice Numbers Together
→ Sort your data A–Z by Invoice Number to keep them lined up properly.
Avoid Words Like NA / Not Applicable
→ If GST isn’t available, just leave the cell empty.
→ Don’t write "NA", "none", or "not applicable".
Use DD/MM/YYYY for Dates
→ Example: 27/05/2022 (This is the right format)
Delete Extra Totals or Notes
→ Remove rows like “Grand Total” — Tally doesn’t need them.
Keep it Under 10,000 Transactions
→ Don’t go over 10,000 rows in one sheet.
Add a Ledger Column Based on GST
→ Create a column that has Purchase Ledger Name as per the GST rate.
GST Ledgers Must Exist in Tally
→ Make sure SGST, CGST, IGST are created under Duties & Taxes in your Tally.
Use Correct Excel Formats
→ Text fields → Set as TEXT or General
→ Numbers → Set as Number format
→ Learn how to change formats: Microsoft Support Link
Add a Column Named “Particular”
→ Fill this with the correct Purchase Ledger Name as per GST rate. 📌 Example: If GST is 18%, then use the ledger with 18% Purchase defined.
Save as Excel Workbook (.xlsx)
→ Use "Excel Workbook" format — not CSV or PDF.
Want to know how to upload your Excel file to Suvit? 👉 Learn more
