Adding Purchase Data

Describes how to add various purchase invoices, documents and summary in Octa GST

Overview

In order to generate an accurate GST returns or reconcile purchase data with GSTR-2A, you need to enter the purchase data of your business in Octa GST. As per the availability and convenience, you may enter the data in the form of detailed documents or you may also enter the consolidated summary of purchase.

Purchase data consists of the following documents and summary pertaining to the return period:

SectionTypeDescription
Purchase InvoicesDocumentsAs issued by suppliers
Credit NotesDocumentsAs issued by suppliers
Debit NotesDocumentsAs issued by suppliers
Advance PaidDocumentsAdvance paid for supplies on which tax is to be paid on reverse charge basis
Advance AdjustedDocumentsAdvance paid in earlier tax periods & adjusted against supply in current period
Refund VouchersDocumentsAdvance paid in earlier tax periods and refunded by supplier in current period
Non-Taxable Purchase SummarySummaryConsolidated value of nil-rated, exempt and non-GST inward supplies

Entering Data using GUI

Octa GST provides a convenient GUI (graphical user interface) to enter the purchase data. All the user inputs are validated for common errors so that incorrect data entries can be prevented.

This mode is useful when the purchase documents are not being maintained in an electronic format. It is also useful when the number of purchase documents are less and manual entry of data is feasible. We suggest this method for less than 300 invoices in a month.

To enter the purchase data using GUI, open the Purchase page and click the Add button. This will open a new screen on which invoice data can be entered. If you need to enter other documents, simply change the type of documents being displayed on the screen and click Add.

Add purchase invoice

Purchase invoice

Importing data from Excel & CSV files

If you are already maintaining the purchase data in an electronic format, you can quickly import all your documents. Octa GST supports import of purchase data from Excel/CSV files in two formats.

  1. Octa Format: Useful to import the list of purchase documents using which return can be automatically generated. This format is easier to produce and chances of error are less.
  2. GST Offline Tool Format: Most popular accounting and business software packages exports the data in this format. You can download this format from GST Portal.

Octa Format

You can download the sample format/template from Download page.

There are 5 sheets containing purchase data (OctaPurchase.xlsx):

  1. Purchase: To import all purchase documents such as invoices, credit/debit notes, advances and refunds.
  2. Purchase Summary: Summary of non-taxable purchases which are not reported on document level (1).

Octa GST provides a user friendly import facility. Full import file is validated by Octa GST before importing so that your data is consistent and accurate. If any issue is detected in the contents of import file, Octa GST gives specific and useful error messages guiding you where & what exactly is wrong. You can correct the import file and then resume the import process.

Using the import facility, adding a large number of purchase documents is a matter of seconds. To use this format, simply click the Import button on Purchase page and follow on-screen instructions.

Add purchase invoice

Purchase invoice

GST Offline Tool Format

There are many accounting and business software packages which supports the data export in GST offline tool compatible format. Octa GST also supports this format and it can directly import such files.

To import the file in GST Offline Tool format, simply click the Import button on Purchase page and follow the on-screen instructions.

Add purchase invoice

Purchase invoice

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